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Associate – Seniors Housing & Healthcare plays a critical role at Berkadia, utilizing their expertise in Seniors Housing & Skilled Nursing Real Estate finance to manage transactions, lead analytical projects, mentor Real Estate Analysts, and to support Berkadia’s Mortgage Banking professionals to meet the needs of Berkadia’s customers. The Senior Real Estate Analyst will have 5+ years of experience working on many sector specific real estate transactions, with experience conducting due diligence, valuing properties, sizing loans, and overseeing critical process driven tasks to drive transactions to closing.
We Innovate to shape the future of CRE, so in this role you will:
- Analyze Seniors Housing and Skilled Nursing real estate, including generating pro forma valuations and sizing appropriate loan options.
- Review pertinent market information, including rent/sale comps, capitalization rates, market vacancy, trends, and other data necessary to evaluate specific loan opportunities, including competitor information.
- Prepare loan memos, writing narrative reports that recommend, justify, and describe not only the loan request but also the relevant and supporting information.
- Manage live transactions, ensuring seamless coordination and communication to achieve successful loan closings.
- Liaise with the client team to gain an understanding of complex issues.
- Perform Balance Sheet and REO Analysis for Principals of transactions.
- Oversee deal processing from preliminary analysis to closing, including oversight of due diligence materials.
- Interface with the underwriting team and external parties, including owners of real estate, providers of capital, vendors, consultants, and attorneys.
- Oversee reviews of draft copies of the Appraisal, Engineering, and Phase I Reports.
- Mentor and direct Real Estate Analysts on projects and deal-related tasks, including cash flow and cost report analysis.
- Leverage the company’s centralized resources, including teams based in India.
- Assist branch originators in marketing company products, services, and recent successful transactions.
- Cultivate strong working relationships with the team and clients to understand and address their market intelligence needs.
- Perform other duties as assigned.
- Some travel required.
We Stand for Excellence, so to achieve success in this role you should have:
- Experience as an analyst researching market trends and local industries in the Real Estate sector
- Demonstrated experience in client-facing roles and commercial real estate.
- Expertise in analytical and financial modeling, with advanced MS Excel skills.
- Proficiency in MS Office Suite, with preferred experience in Adobe Creative Suite
- Strong attention to detail, accuracy, and consistency.
- Demonstrated track record of high performance within a deadline-driven environment.
- Dedication to achieving outstanding results.
- Skilled in prioritizing tasks, handling multiple assignments, and adapting to rapidly changing assignments in a team environment.
- Bachelor’s degree or equivalent.
- 5+ years of prior experience in a similar position.
Source: Berkadia Career Page
