Real Estate Analyst

NFP Corp•Moody, AL

19h

About The Position

The Real Estate Analyst supports Wealthspire’s corporate real estate portfolio by managing lease-renewal timelines, coordinating with the Broker Partner, maintaining portfolio datasets, reviewing monthly payment files, and supporting lease transactions. The role provides data and analysis to help leadership evaluate whether to renew, relocate, consolidate, or let a lease expire, and supports decisions with market and financial information. The analyst serves as the day-to-day contact for the Broker Partner account team, reviews and synthesizes broker deliverables, tracks service levels, and coordinates information and approvals with internal stakeholders. The role also develops LOI key-term sheets based on Wealthspire benchmarks, prepares transaction approval forms, and supports lease roll-ins from acquisitions.

Requirements

2–4 years of experience in commercial real estate, lease administration, corporate real estate, or a related analytical or coordination role.
Strong Excel skills and comfort assembling, cleaning, and cross-referencing datasets such as employee rosters, utilization, and occupancy data.
Ability to read and interpret basic real estate financial metrics, including occupancy cost per employee, rent per square foot, and total lease liability, to frame renewal options financially.
High attention to detail and deadline discipline.
Clear written communication and ability to distill data into concise recommendations for leadership.
Comfort coordinating an external vendor alongside multiple internal stakeholders.

Responsibilities

Maintain a forward-looking record of lease expirations, options, notice deadlines, renewal timelines, and related critical dates; review monthly reports and help ensure deadlines are met.
Track renewals that lag lease expirations and manage related true-ups.
Serve as the day-to-day point of contact for the Broker Partner account team and support recurring coordination meetings.
Source inputs needed to execute documents, including GL codes, cost centers, allocation splits, and vendor and banking setup information.
Review and synthesize broker deliverables, including lease abstractions, market reviews, commute and consolidation studies, and monthly reporting; surface relevant findings to leadership.
Review and approve the monthly payment file before it is released to AP/Workday.
Track broker service levels and flag issues against the governance playbook.
Assemble and maintain datasets covering space utilization, in-office employees and home ZIP codes, occupancy, and headcount-to-footprint by location.
Gather data and analyze renewal, relocation, consolidation, and lease-expiration options; present recommendations to the Head of Corporate Development.
Support consolidation assessments by identifying candidate locations and assembling data for modeling.
Coordinate CBRE market reviews and market-rate assessments; compile comparable data and summarize implications for upcoming renewals.
Develop LOI key-term sheets for renewals and new leases using established Wealthspire benchmarks for tenant-favorable terms.
Prepare lease-renewal and new-lease approval forms and route them for sign-off.
Send finalized, approved documents to the Broker Partner for onboarding and abstraction.
Support lease roll-ins resulting from acquisitions.