Logo of Huzzle

Associate, Real Estate Investments

  • Job
    Full-time
    Mid Level
  • Real Estate & Property
    Banking & Finance
  • Toronto

AI generated summary

  • You must have a Bachelor's degree, 4 years in real estate or healthcare investing, and skills in modeling, valuations, and investment structures. French is a plus.
  • You will underwrite acquisitions, manage due diligence, refine financial models, draft memos, support asset management, analyze performance, and collaborate with stakeholders and operators.

Requirements

  • Minimum Requirements
  • Bachelor’s degree in related field required.
  • A minimum of 4 years relevant work experience in direct real estate or healthcare investing, including principal investing, fund management, investment banking / investment sales, or lending.
  • Intermediate understanding of real estate investment fundamentals including different investment structures – JVs, leases, loans.
  • Proficiency in real estate modeling including valuations, returns, and waterfall distributions.
  • French language skills are a plus but not required.

Responsibilities

  • Lead and perform underwriting potential acquisition and development opportunities including comprehensive property/portfolio-level financial analysis and return metrics
  • Participate in transaction negotiations, contributing ideas and observations
  • Participate during due diligence in all stages and components (financial, physical, legal and regulatory, tax etc.); identify relevant findings and escalate in a prompt manner
  • Participate in executing property/portfolio level financing strategies on acquisitions and/or re-financing post-closing
  • Collaborate with other team members to optimize and refine pro forma models and templates
  • Manage workstreams and coordinating among internal and external stakeholders throughout transaction and closing processes
  • Lead in drafting Investment Committee memos; field questions on IC meetings as needed
  • Participate in legal documentation and provide analytical support as needed
  • Participate in strategic discussions on the corporate level and provide analytical support as needed
  • Manage the monthly, quarterly, and annual asset management processes for assigned portfolios with minimal oversight
  • Perform robust analysis on operating performance, derive and execute strategic plans
  • Establish relationships with peers at assigned operators/investments. Utilizes those relationships to effectively deliver on asset management requirements.
  • Discern and escalate certain tactical and all key relationship issues on a timely manner

FAQs

What are the main responsibilities of the Associate, Real Estate Investments?

The main responsibilities include underwriting potential acquisition and development opportunities, conducting credit analysis, reviewing business plans and financial statements, participating in meetings with operators, managing budgeting and monitoring of real estate portfolios, and visiting communities.

What level of experience is required for this position?

A minimum of 4 years of relevant work experience in direct real estate or healthcare investing is required.

Is a specific educational background necessary for this role?

Yes, a Bachelor’s degree in a related field is required.

Are there opportunities for travel in this role?

Yes, some out-of-area and overnight travel may be expected.

Will I be involved in transaction negotiations?

Yes, you will participate in transaction negotiations and contribute ideas and observations.

Are language skills important for this position?

While proficiency in French is a plus, it is not required.

What type of financial analysis expertise is expected?

The role requires proficiency in real estate modeling including valuations, returns, and waterfall distributions.

What does the compensation package include?

The compensation package includes a competitive base salary, annual bonus, generous paid time off and holidays, and other benefits like employer-matching RRSP, tuition assistance, and an employee stock purchase program.

Is there a flexible work schedule?

Yes, there is a flexible schedule where employees work in the office Monday-Thursday, with optional remote work on Fridays.

What kind of properties will I be dealing with in this role?

You will be involved with seniors housing and age-restricted multifamily projects, among others.

Welltower™ is driving the evolution of health care infrastructure so an aging population can live well.

Real Estate
Industry
201-500
Employees
1970
Founded Year

Mission & Purpose

Welltower® (NYSE: WELL) provides real estate capital to the world’s leading health and senior care providers to develop the health care infrastructure necessary to keep people well. In everything we do, we believe in revolutionizing the health care system to improve the quality of life for the aging population. The devastating impact of dementia on people and their families demands new solutions. Together with our operating partners, we’re creating environments to meet the challenges of this complicated and rapidly changing market. Our relationship-based investment approach allows us to work successfully with leading senior housing operators, post-acute care providers and health systems to grow, innovate and ultimately provide better care. We also provide investors with opportunities to capitalize on explosive growth trends driven by an aging population and the evolution of health care. Our commitment to wellness is reflected in the way we work. We promote a culture that fosters creative thinking, collaboration and a deep sense of purpose. We invest in the growth, development and wellbeing of our people through programs such as our manager development program, women’s network, associate rotational program, Welltower University, and much more. In 2016, we official launched the Welltower Foundation that supports organizations and innovations that promote wellness and improve care for people as they age. Follow Welltower to learn more about the important work we do every day to revolutionize the health care system and care for our aging population.