Builds relationships with seasoned real estate operators with expertise in their markets and sources commercial real estate investment opportunities for review
Identifies the most promising opportunities, analyzes and assesses the proposed business plans and negotiates the investment structure and fees
Reviews the opportunity, drafts operating agreements and negotiates operating structure to ensure the appropriate legal rights designed to protect investor capital are in place
Performs extensive review of all diligence items, verifies the analysis and assumptions and stresses various scenarios to ensure the investment meets our standards
Provides final sign-off on an investment opportunity from senior leaders across every department
Reviews and approves the offering materials that are presented to investors
Of the hundreds of investment opportunities we review each
month, fewer than 10% meet our rigorous standards.