Assess the key risks, weaknesses, and strengths of a transaction
Analyze and reconcile deal information in Microsoft Excel models, including rent rolls and operating statements
Carry out research on demographic information and market
Carry out research and analysis of operating expenses, such as real estate tax methodology and estimates
Perform joint venture partners’ experience and financial strength analysis
Perform economic investment return and capital structure analysis
Conduct site visits as required
Receive and organize due diligence materials from clients
Revise joint-venture partnership agreements and project loan documents for material business terms
Supervise the closing process with both internal and external groups (such as developer attorneys, and partners)
Initiate and manage conference calls with the partners
Create and present investment summaries to the Investment Committee for approval, including charts, narrative descriptions, and graphs and tables, with proper illustration of important aspects of the investment proposal
May help in designing preliminary deal screening summaries to enhance deal origination activity
Communicate and coordinate partner expectations all through the underwriting process under the direction of the Director and Vice President, applying proactive and positive attitude that will ensure repeat origination opportunities
Ensure regular update of deal underwriting progress to the Vice President and Director, including due diligence review, process checklist review, issue identification, and transaction timing
Develop and maintain excellent working relationships with relevant operators in the real estate sector.