REIT Operations Specialist

Roers Companies; Plymouth (MN); On-site; USD 58,000 - 76,000; Full time

Benefits offered by this job

Health plans (Medical, dental, Vision)

Family leave (paid)

Life insurance (basic)

AD&D and disability coverage

401(k) with company match

Paid time off (3 weeks) + holidays

Wellness programs

Rent discount for Roers properties

Employee referral bonus $2,500

Professional development

Employee assistance programs

Job summary

Roers Companies in Plymouth, Minnesota seeks an energetic REIT Operations Specialist to support investor onboarding, filings, and ongoing REIT compliance. You will coordinate with internal teams and external providers to ensure accurate, timely investor communications and records.

You will contribute to investor relations, compliance, and data management within the Investor Relations Operations team, supporting multiple investment types and ensuring high standards of accuracy and efficiency.

Qualifications

• Excellent analytical and problem-solving skills.
• Strong organizational skills and ability to multitask.
• Exceptional communication and collaboration across teams.

Responsibilities

• Coordinate investor subscription documents and accreditation.
• Maintain records for 721 contributions, 1031 exchanges, shareholder purchases.
• Coordinate with transfer agent on investor processing and filings.
• Track capital contributions and ownership changes; manage investor records.
• Oversee investor records and tax document delivery coordination.
• Serve as point of contact for onboarding new investors.
• Assist with annual investor meetings and proxy materials.
• Coordinate quarterly reports, investor letters, and communications.
• Support REIT sales team and broader Investor Relations Operations.

Skills

Analytical thinking

Organizational skills

Multitasking

Communication skills

Ownership mindset

Problem solving

Education

Bachelor's degree in Finance, Business, Marketing, or related field

Job description

Description

Roers Companies is seeking an energetic, dedicated professional to join our team as a REIT Operations Specialist

Description

Roers Companies is seeking an energetic, dedicated professional to join our team as a REIT Operations Specialist

About Us

Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we’re on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.

About You

You’re passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren’t afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate value - passion, work ethic, teamwork, integrity, and ownership mindset.

Job Summary

As a REIT Operations Associate your work will support ongoing administration and operational management of Roers Multifamily Income REIT Inc. and related entities. This role will coordinate with internal teams and external service providers to manage investor onboarding, securities filings, investor-related deliverables, and ongoing REIT compliance.

Responsibilities

Investor Relations

• Coordinate investor subscription documents and investor accreditation.
• Maintain records supporting 721 contributions, 1031 exchanges, shareholder purchases and other details as applicable.
• Coordinate with transfer agent on investor and transaction processing.
• Tracks capital contributions, ownership changes, and other shareholder records.
• Overseas investor records including tax document deliver coordination.
• Serves as internal and external point of contact for onboarding all new investors.
• Assist with annual investor meetings and related proxy materials.
• Track and maintain record of shareholder and investor approvals.
• Coordinate delivery of quarterly reports, investor letters, and other communications.
• Helps and supports REIT sales team.
• This role is on the broader Investor Relations Operations team and along with other team members the core team focus will be supporting all Roers Companies investors.
• Facilitate and support other investment types including debt funds and individual real estate projects.

Compliance

• Maintain current org charts, ownership structures, and legal entity reference data.
• Coordinate delivery of transaction related due diligence requests and coordinate workflow delivery.
• Coordinate annual reports, business registrations, and other state-level filing requirements.
• Develop standardized procedures and checklists for recurring entity administration activities.
• Maintain a centralized inventory of legal entities, including LLCs, TICs, and partnerships.
• Coordinate regulatory filings and compliance deliverables with legal counsel and external providers.

System & Data Management

• Daily oversight of REIT investor portal and transfer agent portal.
• Tracks and reconciles transfer agent records and ensures accuracy and completeness against all other investor records.

Requirements

Education

• Bachelor’s degree in Finance, Business, Marketing, or related field.

Experience

• Prior work experience in fund administration, investment operations, or project coordination is considered a plus.
• Local market experience preferred.

Competencies

• Excellent analytical and problem-solving skills.
• Strong organizational skills.
• Must be able to multitask and manage multiple projects, processes, and procedures simultaneously while working under pressure to meet deadlines.
• Exceptional communication skills and ability to interact with wide range of people.
• Demonstrates curiosity – actively seeks to understand new concepts and perspectives by asking thoughtful questions and exploring alternative approaches.
• Produces accurate, thorough, and high-quality work.
• Takes ownership of commitments and follows through on deliverables.
• Maintains high standards while balancing quality, efficiency, and deadlines.

Compensation and Benefits for REIT Operations Specialist

Pay Range: $57,900 - $76,100

Roers offers a comprehensive benefits & perks package to full-time employees which may include:

• Health Plans - Medical, dental, vision, FSA, and HSA
• Family Leave - Paid birth & bonding leave
• Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability
• Additional Voluntary Benefits – Life Insurance, AD&D, long-term disability, critical illness, and accident insurance
• 401(K) - 3% company contribution, 100% vested after 2 years of employment
• Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement
• Health and Wellness - fitness membership reimbursement program
• Free stays in Roers’ properties guest suites
• Rent Discount - 20% discount for employees living in Roers Companies properties
• Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment
• Charitable Match Program – Roers matches employee donations to charitable organizations
• Professional Development Opportunities
• Employee Assistance Programs

Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law.

Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please follow each link to see the Right to Work (https://www.everify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf) and E-Verify Participation posters (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf).

Candidates will be required to pass a criminal background check and motor vehicle record report.