Investment Associate
COMPANY OVERVIEW
A vertically integrated real estate investment company with a deep understanding and decades of experience in how to best invest throughout the economic cycle in multifamily properties. Focused on the Mid-Atlantic and Southeast regions, we have $2.6 billion in multifamily assets under management (AUM). Our strategy is centered on long-term, tax-efficient compounding of after-tax returns. We leverage our extensive experience as owner-operators to invest our capital and our clients' capital throughout the economic cycle.
Position Overview
The Investment Associate will play a key role in supporting the firm's multifamily acquisition efforts, working closely with senior leadership to source, underwrite, evaluate, and execute investments. This role is highly analytical and transaction-oriented, requiring a self-starter who can manage multiple deals simultaneously in a fast-paced environment. The Investment Associate will collaborate with asset management, operations, and finance teams to ensure a seamless transition from acquisition through ownership and execution of the business plan.
Key Responsibilities
- Assist in sourcing and evaluating new multifamily acquisition opportunities across target markets
- Perform detailed financial underwriting, including cash flow projections, sensitivity analyses, and valuation modeling
- Analyze market fundamentals, demographics, and submarket trends to support investment theses
- Prepare investment memoranda and present acquisition opportunities to senior leadership and investment committees
- Support due diligence efforts, including:
- Review of financial statements, rent rolls, and operating reports
- Coordination with third-party consultants, lenders, and legal counsel
- Assist in negotiating purchase agreements, debt financing terms, and equity structures
- Provide analytical support on dispositions and recapitalizations as needed
- Collaborate with asset management and operations teams to support post-acquisition execution and transition
- Maintain deal pipeline tracking and reporting to senior leadership
Qualifications
- 3-5 years of experience in real estate acquisitions, investments, or transaction-focused roles
- Direct experience with multifamily properties strongly preferred
- Bachelor's degree required (finance, real estate, economics, or related field preferred)
- Strong financial modeling and investment analysis skills
- Experience supporting or managing real estate transaction processes
- Exceptional organizational, analytical, and interpersonal communication skills
- Ability to work collaboratively across teams while independently managing deadlines and priorities
FAQs
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