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Real Estate Underwriter – Financial Modeling
Location
United States
Posted
22 hours ago
Salary
0
Seniority
Mid Level
Job Description
Real Estate Underwriter – Financial Modeling
Invest with Roots
• Build and maintain pro forma models for potential acquisitions across multiple asset types and deal structures. • Analyze deal economics, including cash-on-cash returns, IRR, equity multiples, NAV impact, yield on cost, debt service coverage, and sensitivity to key assumptions. • Stress-test assumptions around rent growth, operating expenses, cap rates, exit timing, leverage, interest rates, hold periods, and capital needs. • Partner with acquisitions, asset management, finance, and leadership to translate deal terms, business plans, and market assumptions into clear model inputs. • Evaluate potential acquisitions across asset types such as multifamily, build-to-rent, mixed-use, value-add, and other residential-focused real estate opportunities. • Support capital structuring analysis, including debt assumptions, equity requirements, refinancing scenarios, and investor return profiles. • Maintain and update models as deals move through the pipeline, from initial screening through investment committee review and closing. • Review operating statements, rent rolls, market comps, loan terms, third-party reports, and other diligence materials to support underwriting assumptions. • Identify key risks, sensitivities, and value drivers in each deal and clearly communicate them to the team. • Summarize model outputs into clear investment memos, decision-support materials, and committee-ready presentations. • Support ongoing portfolio performance analysis, including actual-to-budget reviews, valuation updates, NAV-related analysis, and scenario planning. • Help improve our underwriting process, model templates, internal reporting, and investment committee materials as the team continues to grow.
Job Requirements
- 2–5 years of experience in real estate finance, acquisitions, investment banking, private equity, asset management, or a similar analytical role.
- Strong real estate financial modeling experience, including acquisition models, operating projections, debt schedules, return calculations, and sensitivity analysis.
- Advanced Excel skills and comfort building, auditing, and improving complex models.
- Strong understanding of commercial real estate fundamentals, including valuation methods, cap rates, NOI, debt structures, refinancing assumptions, waterfall mechanics, and investor return metrics.
- Experience analyzing multifamily, build-to-rent, mixed-use, value-add, or residential real estate investments is strongly preferred.
- Comfort working with deal materials such as rent rolls, operating statements, market comps, loan terms, appraisals, inspections, and due diligence reports.
- Strong attention to detail and the ability to work efficiently under deal-cycle timelines.
- Clear written and verbal communication skills, with the ability to explain model outputs and investment considerations in plain English.
- Curiosity, sound judgment, and the ability to ask good questions when assumptions, inputs, or deal terms are unclear.
- Bachelor’s degree in Finance, Real Estate, Accounting, Economics, Business, or a related field preferred.
Benefits
- equal employment opportunities to all individuals, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status
- diversity fuels creativity and innovation, enhancing the quality of our work and the strength of our team.
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