Investment Analyst
Realized Holdings, Inc. | Austin, TX or Remote | Full Time | Exempt
Reports to: VP of Research
Compensation: Base salary, bonus and benefits. Competitive and commensurate with experience. About the Role
Realized Holdings is an Austin-based investment platform 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 an Investment Analyst on the Research team, you will underwrite and diligence the offerings we bring to advisors and investors. You will work directly with senior leadership, and you will often be the person explaining the numbers to our Due Diligence Committee and sales team. You do not need prior experience with the specific investment structures. What You Will Do - Underwrite and model commercial real estate investments, including market analysis, historical performance, cash flow projections, and debt and equity structures. Build new models where existing ones fall short.
- Review offering materials and third-party diligence, including appraisals, environmental and property condition reports, and lender and sponsor documents. Challenge sponsor assumptions and present findings to the Due Diligence Committee and the sales team.
- Support the sales team as a subject matter expert on internal calls and in preparing presentations and written materials.
- Contribute to internal data and analytics tool development with the Development team, including documenting requirements and testing releases as needed.
- 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, capital markets, and private placement products, and complete ad hoc research as needed.
- Over time, take ownership of complex transactions from first look through a recommendation to management, with an internal path for advancement.
What You Bring - Bachelor's degree in Real Estate, Finance, Accounting, Economics, or a related field, or equivalent experience.
- 0 to 3 years in financial analysis, underwriting, acquisitions, asset management, lending, or a similar role.
- Strong financial modeling skills, including cash flow analysis, return metrics, and layered debt and equity structures.
- Advanced Excel and comfort building presentation-ready output in PowerPoint.
- Clear writing and the ability to explain technical conclusions to a skeptical audience.
- Good judgment with confidential information and the discipline to manage several workstreams at once.
Preferred - ARGUS experience.
- Commercial real estate, commercial mortgage, or real estate private equity background.
- Working knowledge of real estate taxation, including 1031 exchange mechanics.
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