CRE Investment Analyst (Office & Industrial)

The RMR Group•Newton, MA

About The Position

RMR is seeking a highly analytical, technology-forward Commercial Real Estate Investment Analyst to support senior leaders across portfolio management, asset management, acquisitions, dispositions, and investment strategy for office and industrial real estate investments. The portfolio described includes approximately 88 million square feet of office and industrial properties, including approximately 17.1 million square feet within Office Properties Income Trust (OPI) and approximately 71.3 million square feet within Industrial Logistics Properties Trust (ILPT) and affiliated industrial investments. The role contributes to financial modeling, underwriting, investment analysis, market research, portfolio reporting, and transaction execution, and has a specific mandate to apply advanced Artificial Intelligence and Generative AI expertise to enhance workflows and develop innovative applications for investment decision-making. The Analyst supports portfolio- and property-level planning and analysis, evaluates prospective acquisitions and dispositions, prepares executive and investment committee materials, and assists transaction teams through due diligence and closing. The position also develops and maintains AI-enabled workflows and shared knowledge assets, working with business stakeholders and the Technology & Innovation team while following company policies, data privacy standards, and confidentiality requirements. This is a high-impact role in a fast-paced environment, suited to a self-starter who can manage competing priorities and collaborate across internal teams and external stakeholders.

Requirements

Bachelor’s degree in finance, accounting, economics, real estate, or a related field.
At least 3 years of experience in commercial real estate or a related industry.
Demonstrated advanced Excel expertise, including building complex models from scratch, auditing formulas, and automating workflows using advanced functions, Power Query, macros, and VBA.
Ability to learn quickly and solve problems in a dynamic environment.
Strong organizational and time-management skills, with the ability to meet deadlines under pressure without sacrificing accuracy.
Self-motivated and proactive, with a strong sense of ownership and accountability.
Excellent interpersonal skills and ability to collaborate across departments and with external stakeholders.
Discretion and professionalism when handling sensitive or confidential information.

Nice To Haves

Working knowledge of ARGUS.

Responsibilities

Support portfolio and asset managers in maximizing value across the office and industrial real estate portfolio.
Perform portfolio-level investment analysis for capital allocation, hold/sell decisions, performance optimization, and strategic planning.
Develop and maintain financial models for portfolio performance, projected cash flows, investment returns, debt financing, and scenario analysis.
Prepare executive reporting for quarterly earnings, board presentations, budgeting, investor communications, portfolio reviews, occupancy and known-vacate forecasts, valuation summaries, and annual budget decks.
Reconcile occupancy, lease expiration, and valuation data across ARGUS, VTS, Yardi, and internal reporting systems, ensuring figures agree across reports and with accounting.
Analyze portfolio performance metrics and market trends to identify value-creation opportunities and risks.
Analyze rent rolls, lease economics, operating statements, and property-level performance data.
Build and maintain ARGUS Enterprise and Excel models to evaluate leasing strategies, redevelopment, capital investments, and development projects.
Support asset-level business planning with market research, financial forecasting, and valuation analysis.
Monitor office and industrial real estate fundamentals, tenant performance, leasing activity, occupancy trends, and competitive market dynamics.
Partner with asset managers to evaluate and execute property-level value-enhancement initiatives.
Maintain and analyze the acquisitions pipeline, ensuring data quality and identifying investment trends across target markets.
Underwrite prospective acquisitions and dispositions, including discounted cash flow analysis, valuation modeling, sensitivity testing, capital structure analysis, and IRR/NPV calculations.
Research market fundamentals, economic indicators, demographic trends, comparable sales, and leasing transactions.
Prepare investment committee memoranda, acquisition recommendations, and executive presentations.
Support due diligence, including review of leases, operating budgets, appraisals, environmental reports, engineering assessments, and third-party analyses.
Assist transaction teams with negotiation, execution, and closing, interacting with brokers, lenders, tenants, and counterparties.
Support disposition marketing from listing through closing by preparing property data and ARGUS exports, reviewing broker opinions of value and offering memoranda, organizing data rooms, and tracking buyer diligence requests.
Coordinate with Legal, property management, and lenders on purchase agreement deliverables, estoppels, loan assumptions, and closing items.
Apply expertise in Generative AI and LLM technologies, including Claude, Gemini, OpenAI, and Meta AI platforms, to enhance investment workflows and analytical capabilities.
Develop AI-enabled workflows for underwriting, market research, lease abstraction, reporting, presentation development, and investment analysis.
Partner with business stakeholders and the Technology & Innovation team to identify and implement AI-driven process improvements.
Build and maintain shared AI Projects, Skills, prompts, templates, and knowledge assets for business plans, investment committee memoranda, portfolio reviews, market updates, lease and GSA amendment review, deal tracking, and quarterly report quality checks.
Evaluate and quality-check AI-generated outputs while following company policies, data privacy standards, and confidentiality requirements.
Monitor developments in PropTech, AI, workflow automation, and real estate analytics, and recommend practical business applications.

Benefits

Health insurance
Dental insurance
Vision insurance
Life and disability insurance
Health Savings Account (HSA) and Flexible Spending Plans (FSA)
401(k) plan with employer match
Holidays, vacation, and sick time
Parental leave
Tuition assistance
Matching Gift Program
Voluntary employee-paid benefits, including critical illness and accident insurance, identity theft protection, and pet insurance