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Associate, Real Estate Investments

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

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

  • Investments and Financing:
  • 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
  • Transaction Management:
  • Manage workstreams and coordinating among internal and external stakeholder 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
  • Asset and Portfolio Management:
  • 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
  • Establishes 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 key responsibilities of an Associate, Real Estate Investments?

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

What are the minimum requirements for this position?

The minimum requirements include a Bachelor's degree in a related field, a minimum of 4 years of relevant work experience in real estate investing, proficiency in real estate modeling, and an intermediate understanding of real estate investment fundamentals.

What is the work environment like for an Associate, Real Estate Investments?

The work environment is dynamic and involves significant client interaction. The role requires strong interpersonal skills and the ability to collaborate with team members and external stakeholders.

Are travel requirements involved in this role?

Some out-of-area and overnight travel may be expected for this position.

What benefits are offered for this position?

Benefits include a flexible schedule, competitive base salary, annual bonus, paid time off and holidays, employer-matching RRSP program, tuition assistance program, employee stock purchase program, and comprehensive medical/dental/vision options.

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.