Senior Investment Analyst

Realized Holdings Inc • Austin, TX

3d

About The Position

Realized Holdings, Inc. is an investment platform based in Austin, Texas, focused on tax-advantaged private placement real estate, including Delaware Statutory Trusts (DSTs), UPREITs, Qualified Opportunity Zone investments, and a range of fund structures. The Senior Investment Analyst joins the Research team to underwrite and diligence investment offerings, lead analytical projects, and develop research and tools for advisors and investors. The role works directly with senior leadership and presents analysis to the Due Diligence Committee, sales team, advisors, and investors. The company seeks someone who adapts quickly, takes initiative, and is comfortable working in an evolving commercial real estate segment.

The position is full-time and exempt, based in Austin, Texas, or remote. It reports to the VP of Research. Compensation consists of base salary, bonus, and benefits, commensurate with experience. There is no supervisory responsibility.

Requirements

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience.
• Three to five years of experience in financial analysis, underwriting, acquisitions, asset management, or lending, ideally in commercial real estate or commercial mortgage.
• Strong financial modeling skills, including cash flow analysis, return metrics, and complex debt and equity partnership structures.
• Ability to critically review real estate documents and identify issues.
• Strong qualitative and quantitative research and analytical skills.
• Advanced Excel, PowerPoint, and Word skills.
• Clear writing and speaking skills, including the ability to explain complex investments to audiences ranging from CEOs to individual investors.
• Curiosity, integrity, and self-direction to manage several projects at once and solve problems independently.

Nice To Haves

• ARGUS experience.
• Working knowledge of real estate taxation, including 1031 exchange mechanics.
• Experience in structured finance, securitization, or tax credits.

Responsibilities

• Underwrite and model structured commercial real estate investments, including market analysis, historical performance, cash flow projections, and layered debt and equity structures; build new models when existing ones are insufficient.
• Review offering materials and third-party diligence, including leases, loan documents, appraisals, environmental and property condition reports, and sponsor materials; identify issues, challenge sponsor assumptions, and present findings to the Due Diligence Committee, sales team, and investors.
• Serve as a subject matter expert on calls, video conferences, and in-person presentations with advisors and investors.
• Lead projects to create analytical tools and models, and support the VP of Research in documenting and testing development work with the Development team.
• Contribute to thought leadership, including building and scaling market and sector reports.
• Use AI-assisted tools to accelerate document review and data extraction, and verify outputs against source documents.
• Monitor the competitive landscape across real estate, capital markets, and private placement products, and complete ad hoc research as needed.
• Lead complex transactions from initial review through a recommendation to management.

Benefits

• Benefits are offered; specific benefits are not listed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level