Sr Real Estate Analyst - Seniors Housing

Berkadia; Chevy Chase (MD); On-site; USD 90,000 - 120,000; Full time

Job summary

Berkadia is seeking a Senior Real Estate Analyst to join the Seniors Housing Debt Capital Markets team. You will lead analytical initiatives, conduct due diligence, value properties, size loans, and support transaction closings.

You will work closely with lenders, borrowers, and senior leaders to deliver compelling investment opportunities. The role emphasizes financial modeling, market analysis, and collaboration across teams, with some travel required to industry events and property

Qualifications

• Candidate holds a Bachelor's degree and 2-3+ years in commercial real estate debt capital markets, banking, private equity or equivalent.
• Experience in senior living preferred but not required.
• Real estate broker license preferred but not required.

Responsibilities

• Review and analyze property, portfolio and company level financials to determine deal viability and terms.
• Prepare investor offerings including qualitative and quantitative rationales and market analysis.
• Answer due diligence questions from lenders and provide additional information as requested.
• Compile market data and maintain databases for senior housing and real estate capital markets.
• Interact with senior leaders during loan submission and underwriting.
• Assist Managing Directors in marketing Berkadia's products and services.
• Review submissions to lenders and support closings.
• Perform cash flow modeling on company financials and rent rolls.
• Conduct property inspections as needed and assist in closings.
• Travel to industry events or site inspections as required.
• Support other duties as assigned.

Skills

Analytical skills

Due diligence

Loan structuring

Market research

Financial analysis

Property financials

Cash flow modeling

Investor relations

Communication skills

Team player

Education

Bachelor's degree

Tools

Excel

Financial modeling

Microsoft Office

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 all additional and relevant information to determine deal viability, structures and terms and conditions of capital raise.
• Prepare Offering Materials for investors which includes both 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 provide additional information on request.
• Compile market research data and maintain databases 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.
• Assist Managing Directors in their marketing of company products and services.
• Review submissions to other lenders generated by in-house closing/processing staff.
• Perform financial cash flow modeling and analysis of company financial models, rent rolls, etc.
• Complete property inspections as needed.
• Assist in the closings of 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 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 necessarysteps to provide a workplace free from harassment, discrimination, and unlawful retaliation, as well as access and reasonable accommodations for individuals with disabilities and sincerely held religious beliefs. If you require a reasonable accommodation to take part in the interview process, please contact [e-mail]. You have rights under federal, state and local 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 acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.