Due Diligence Associate, Private Placements

Realized Holdings Inc; United States; Remote; USD 110,000 - 160,000; Full time

Job summary

Realized Holdings, Inc. seeks a Due Diligence Associate for Private Placements in Austin, TX or Remote. You will own the due diligence process for new offerings and sponsors, building robust reviews and executive summaries.

This role reports to senior leadership and offers base salary with bonus eligibility. Ideal candidates have 3–5+ years in CRE or securities due diligence, strong financial modeling, and advanced Excel; ARGUS experience is a plus.

Qualifications

• Bachelor’s degree or equivalent in Real Estate, Finance, Accounting, Economics, or related field.
• 3–5+ years in CRE lending/investment management or securities due diligence.
• Exposure to multiple property types, strategies and geographies.
• Advanced Excel and financial modeling capabilities; SQL preferred.

Responsibilities

• Lead due diligence on new offerings and sponsors, reviewing PMs, leases, statements and reports.
• Evaluate sponsors for track record, strategy consistency, fees, and alignment.
• Underwrite and model CRE investments across property types and structures; build new models as needed.
• Find inefficiencies and work with Technology to automate diligence workflows.
• Serve as SME for Product/Development on new products and features; assist testing.
• Represent Research on valuation and reporting projects.
• Use AI-assisted tools to speed up document review and verify outputs against sources.
• Follow competitive landscape in real estate, alternatives and capital markets.
• Lead complex transactions from initial review to management recommendation.

Skills

Financial modeling

Advanced Excel

SQL

Real estate analysis

Communication

Education

Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or related field

Tools

ARGUS

Job description

Due Diligence Associate, Private Placements

Organization: Realized

Date Posted: 11/1/2026

Date Needed: 1/1/2027

City: Austin

Location: Texas

Country: United States

Primary Category: Mid Level

Type of Position: Full-Time

Education Requirement: Bachelor’s

Experience Requirement: 3-5 years

Description & Details

Due Diligence Associate, Private Placements
Realized Holdings, Inc. | Austin, TX or Remote | Full Time | Exempt
Reports to: [Chief Investment Officer / VP of Research]
Compensation: Base salary plus bonus, [range to be added]

About the Role
Realized Holdings is a well-capitalized investment platform based in Austin, TX, focused on tax-advantaged private placement real estate, including Delaware Statutory Trusts (DSTs), UPREITs, Qualified Opportunity Zone investments, and a range of fund structures. As a Due Diligence Associate, you will own a large share of our review of new offerings and sponsors, and you will help build the systems that make that review faster, more consistent, and easier to defend. You will work with the Research, Product, and Technology teams and report into senior leadership.

We are hiring for experience. You will be evaluating sponsors and assets across property types, strategies, and markets from day one, and we need someone who has already seen a wide range of deals.

What You Will Do

• Lead due diligence on new offerings and sponsors, including review of Private Placement Memorandums, leases, operating statements, development budgets, equity and debt term sheets, and third-party reports. Write executive summaries that surface issues and support a clear recommendation.
• Evaluate sponsors, not just assets: track record, strategy consistency, fee and alignment structures, financial condition, and operational capability.
• Underwrite and model structured commercial real estate investments across property types and strategies, including cash flow, valuation, and complex debt and equity partnership structures. Build new models where existing ones fall short.
• Find inefficiencies in the diligence process and work with the Technology team to move Excel-based models and manual workflows onto software-based solutions.
• Act as the diligence subject matter expert for Product and Development on new products and features, including requirements, review, and testing.
• Represent Research on valuation and reporting projects.
• Use AI-assisted tools to speed up document review and data extraction, and verify all outputs against source documents.
• Follow the competitive landscape across real estate, alternatives, and capital markets.
• Lead complex transactions and projects from first look through a recommendation to management.

What You Bring

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience.
• 3 to 5+ years in one or more of the following: commercial real estate lending or credit, multi-property-type real estate investment management, or securities due diligence on alternative investments.
• Exposure to multiple property types, investment strategies, and geographies, with the judgment to compare them rather than specialize in one market.
• Strong financial modeling skills, including cash flow analysis, valuation, and complex debt and equity partnership structures. [Confirm whether this is a must-have for candidates from the securities due diligence side.]
• The ability to read real estate and offering documents critically and identify issues others miss.
• Advanced Excel. SQL preferred.
• Clear writing and speaking. You can explain a complex investment to anyone from a CEO to an individual investor.
• Curiosity, integrity, and the self-direction to manage several projects at once and solve problems without being told where to start.

Preferred

• Prior experience in a formal due diligence role, whether on the lending, investment management, or securities side.
• ARGUS experience.
• Working knowledge of real estate taxation, including 1031 exchange mechanics.
• Knowledge of REITs and other commercial real estate investment vehicles.
• Experience in structured finance, securitization, or tax credits.
• Experience working with software or data teams on workflow or tool development.

Supervisory Responsibility: Offshore data-entry team. Serves as a resource to junior analysts.