CRE Investment Sales Associate

SAB Capital; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

SAB Capital in New York, NY seeks an Investment Sales Associate to source and evaluate investment sale opportunities and prepare memoranda for clients. You will support senior brokers with underwriting, due diligence, property tours, and transaction execution in a fast-paced, on-site role.

Responsibilities include market research, building client databases, creating marketing materials, and coordinating with lenders, attorneys, and managers. A finance/Real Estate background is preferred.

Qualifications

• Strong financial analysis and underwriting capabilities; Excel-based modeling; investment return calculations (IRR, cap rates, cash-on-cash)
• Knowledge of CRE fundamentals across retail, net lease, affordable housing, or industrial assets; ability to interpret leases, rent rolls, and operating statements
• Experience in preparing professional marketing materials, presentations, and offering memoranda; proficient with PowerPoint and design tools
• Effective communication, negotiation, and relationship-building with a client-focused mindset
• Highly organized, detail-oriented, able to manage multiple projects in a fast-paced, transaction-driven environment
• Strong research skills; comfortable with market data, industry databases, and public records to identify trends
• Bachelor’s degree in Finance/Real Estate/Economics/Business; internships or 1–3 years CRE/related experience preferred
• Proficiency with Microsoft Office; CRE tools (CoStar, Argus) a plus
• Motivated self-starter with collaborative mindset and openness to feedback
• Current or future pursuit of real estate salesperson credential

Responsibilities

• Sourcing and evaluating investment sale opportunities
• Underwriting, due diligence, and market analysis
• Preparing offering memoranda and presentations for clients and investors
• Supporting senior brokers with property tours and transaction execution
• Tracking market activity and maintaining client databases
• Coordinating with lenders, attorneys, and property managers
• Proactive business development and outreach to property owners and investors
• Attending industry events and contributing to growth of SAB Capital’s platform

Skills

Financial analysis

Excel modeling

Market analysis

PowerPoint/presentations

Communication skills

Negotiation

Organization

Research skills

Real estate knowledge

Relationship building

Education

Bachelor’s degree in Finance/Real Estate/Economics/Business

Internships or 1–3 years CRE-related experience

Tools

CoStar

Argus

Microsoft Office

Job description

Company Description

SAB Capital is a real estate brokerage firm with over a decade of transactional experience across retail net lease, national affordable housing, and industrial sectors. The team leverages deep market knowledge and data-driven insights to help clients navigate changing conditions and identify investment opportunities. SAB Capital advises leading national retail developers, private owners, and REITs across the United States. The firm is committed to rigorous underwriting, high-quality execution, and setting a higher standard for how real estate deals are completed.

Role Description

The Investment Sales Associate is a full-time, on-site role based in New York, NY. This position involves sourcing and evaluating investment sale opportunities, conducting financial and market analysis, and preparing offering memoranda and presentations for clients and investors. The associate will support senior brokers with underwriting, due diligence, property tours, and transaction execution. Day-to-day responsibilities include tracking market activity, building and maintaining client databases, preparing marketing materials, and coordinating with internal and external stakeholders such as lenders, attorneys, and property managers. The role also requires proactive business development, including outreach to property owners and investors, attending industry events, and contributing to the growth of SAB Capital’s investment sales platform.

Qualifications

• Strong financial analysis and underwriting capabilities, including proficiency with Excel-based modeling and investment return calculations (e.g., IRR, cap rates, cash-on-cash).


• Solid knowledge of commercial real estate fundamentals, particularly in retail, net lease, affordable housing, or industrial assets, with the ability to interpret leases, rent rolls, and operating statements.


• Skilled in preparing professional marketing materials, presentations, and offering memoranda; comfort working with PowerPoint and other presentation or design tools.


• Effective communication, negotiation, and relationship-building skills, with a client-focused mindset and professional presence in meetings and calls.


• Highly organized, detail-oriented, and able to manage multiple projects and deadlines in a fast-paced, transaction-driven environment.


• Strong research skills and comfort working with market data, industry databases, and public records to identify trends and support recommendations.


• Bachelor’s degree in Finance, Real Estate, Economics, Business, or a related field; relevant internships or 1–3 years of experience in commercial real estate, investment banking, or related fields preferred.


• Proficiency with Microsoft Office (Excel, PowerPoint, Word); experience with CRE tools (e.g., CoStar, Argus, or similar platforms) is a plus.


• Motivated self-starter with a collaborative mindset, openness to feedback, and willingness to learn from senior team members.


• Current or future pursuit of real estate salesperson