Senior Real Estate Analyst - Seniors Housing

Berkadia; Chevy Chase (MD); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Volunteer hours & donation matching

Employee Resource Groups

Parental leave (up to 12 weeks)

Tuition reimbursement

Pet insurance

Job summary

Berkadia is seeking a Senior Real Estate Analyst for its Seniors Housing Debt Capital Markets team in the United States. You will lead analytical initiatives, conduct due diligence, and support transaction closings, leveraging CRE finance expertise to meet client needs.

This role involves reviewing property-level and portfolio financials, valuing assets, sizing loans, and maintaining market data. Travel to properties and investor meetings is expected.

Qualifications

• 2-3+ years of experience in commercial real estate debt capital markets or a related field.
• Strong analytical skills to interpret financials and structure loans.
• Proficient in Excel and financial modeling; adept with MS Office.

Responsibilities

• Review financials and prepare materials supporting deal viability and terms.
• Prepare investor materials with market analysis and loan structuring data.
• Respond to lender due diligence questions and maintain market data databases.
• Model cash flows and analyze rent rolls and property financials.
• Interact with senior leaders and assist in marketing company services.
• Support closing processes and coordinate travel for site visits.

Skills

Experience in CRE debt

Analytical skills

Excel modeling

Communication skills

Education

Bachelor's degree

Job description

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next? Discover your next opportunity at Berkadia.

The Senior Real Estate Analyst will be an essential contributor to the growing Seniors Housing Debt Capital Markets team, leveraging expertise in Commercial Real Estate finance to lead analytical initiatives and support the firm’s professionals in meeting client needs. This individual possesses experience in real estate transactions, including conducting due diligence, valuing properties, sizing loans, and managing key processes to ensure successful transaction closings.

Responsibilities:

• Review and analyze property, portfolio and company level financials including current and historical income and expense of a property together with alladditionaland relevant information todeterminedeal viability, structures and terms and conditions of capital raise.

• Prepare Offering Materials for investors whichincludesboth qualitative and quantitative rationale and support for the investment opportunity, market analysis, loan structuring using supporting information and additional relevant information

• Answer due diligence questions from lenders through an investment process, analyze and provideadditionalinformation on request.

• Compile market research data andmaintaindatabases of relevant market data in the senior housing industry and broader real estate capital markets.

• Interact directly with senior leaders at borrower and investors throughout the loan submission and underwriting process.

• AssistManaging Directors in their marketing of company products and services.

• Review submissions to other lenders generated by in-house closing/processing staff.

• Perform financial cashflow modeling and analysis of company financial models, rent rolls, etc.

• Complete property inspections as needed.

• Assistin theclosingsof transactions as needed.

• Some travel required - generally industry events, property inspections or marketing.

• Other duties as assigned.

Preferred Qualifications:

• Bachelor's degree from a four-year college or university

• 2-3+ years of experience in commercial real estate debt capital markets, banking, private equity or equivalent role

• Experience in senior living preferred but not required

• Real estate brokers license preferred but not required

• Excellent written and verbal communication skills. Ability to present information effectively.

• Strong analytical skills and ability to comprehend, analyze and interpret financial statements and corresponding documents.

• Proficient in excel and financial modeling as well as experience with other Microsoft programs.

• Team player with ability to communicate well across a number of simultaneous tasks.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We'll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Be Your Best Self. Be Berkadia.

Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. EEOC, Employee Rights under the FMLA, EPPA.