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KEY RESPONSIBILITIES
- Investment Analysis & Execution
- Analyze and underwrite potential acquisitions and development opportunities for seniors housing, outpatient medical, and age-restricted multifamily properties.
- Conduct detailed financial modeling, including valuations, pro forma cash flow analyses, and return assessments.
- Participate in the full transaction cycle, including market research, due diligence, structuring, and closing.
- Asset Management
- Collaborate with the Asset Management and Investment team leaders to optimize portfolio performance.
- Conduct site visits to evaluate property operations, marketing, and sales processes, identifying and addressing issues or opportunities with operational partners.
- Monitor and evaluate local market conditions to influence pricing strategies and drive occupancy.
- Assist in reviewing monthly operator performance, variance analyses, and strategic planning.
- Strategic Collaboration & Presentation
- Partner with internal teams to analyze demographics and psychographics of target markets.
- Prepare and present investment committee materials, highlighting underwriting, risks, due diligence, and transaction strategies.
- Develop and implement business plans, budgets, and financial analyses to support strategic objectives.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
TRAVEL
Significant out-of-area and overnight travel may be expected.
MINIMUM REQUIREMENTS
Experience:
- A minimum of 1-2 years of relevant work experience in commercial real estate or healthcare investing, lending, investment banking, or investment sales.
- Proficiency in real estate modeling including valuations, returns, and waterfall distributions
- Intermediate/Advanced proficiency in Microsoft Excel required
- Working knowledge of ARGUS
Education:
BS or BA in Finance, Economics, or similar business or analytical field required
Applicants must be able to pass a pre-employment drug screen.
Source: Welltower Career Page
