Remote Due Diligence Lead, Private Real Estate Placements

Realized Holdings Inc; Austin (TX); Remote; USD 120,000 - 170,000; Full time

Job summary

Realized Holdings, Inc. in Austin is seeking a Due Diligence Associate, Private Placements. You will own reviews of new offerings and sponsors, build scalable diligence processes, and collaborate with Research, Product, and Technology teams, reporting to senior leadership.

You will analyze sponsors and assets across markets, underwrite CRE investments, and leverage advanced Excel/SQL tools to speed and improve assessments. Remote work options are available.

Qualifications

• Bachelor’s degree or equivalent experience in real estate, finance, or economics.
• 3–5+ years in CRE lending, investment management, or securities due diligence.
• Experience evaluating sponsors, assets, and geographies.
• Strong financial modeling, cash flow, valuation, and debt/equity structures.
• Ability to read complex real estate documents and identify issues.
• Advanced Excel; SQL preferred.
• Clear writing and speaking; explain complex investments to varied audiences.
• Curiosity, integrity, and multi-project management.

Responsibilities

• Lead due diligence on new offerings and sponsors, including review of PMs, leases, budgets, and third‑party reports; write executive summaries with clear recommendations.
• Evaluate sponsors and assets: track record, strategy alignment, fees and financial condition.
• Underwrite and model structured CRE investments across property types; build new models when needed.
• Find inefficiencies in diligence; collaborate with Tech to move models to software-based workflows.
• Act as subject matter expert for Product/Development on new products and features.
• Represent Research on valuation and reporting projects.
• Use AI-assisted tools to speed up document review; verify outputs against sources.
• Monitor competitive landscape across real estate, alternatives, and capital markets.
• Lead complex transactions from initial review to management recommendation.

Skills

Financial modeling

Excel

SQL

Real estate knowledge

Writing & communication

Analytical thinking

Education

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

Tools

Excel

SQL

ARGUS

Job description

Realized Holdings, Inc. in Austin is seeking a Due Diligence Associate, Private Placements. You will own reviews of new offerings and sponsors, build scalable diligence processes, and collaborate with Research, Product, and Technology teams, reporting to senior leadership.

You will analyze sponsors and assets across markets, underwrite CRE investments, and leverage advanced Excel/SQL tools to speed and improve assessments. Remote work options are available.