6,351 Real Estate Investments jobs in the United States

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**Position Summary:**
As a Real Estate Asset Manager, you are experienced, forward-thinking and playing a critical role in overseeing and optimizing Aetna's portfolio of (1) mortgage loans, (2) affordable housing equity investments and (3) support Investment Managers in managing active joint venture equity investments (JVs).
You will be an integral member of Aetna's Real Estate Investment team, reporting to the Head of Real Estate Investments with a strong alignment with a Senior Investment Manager focused on the affordable housing portfolio. This team's investment portfolio has grown significantly thus, the need to evolve and strengthen our asset management process and team depth. You are central not only to managing the performance and risk of these investments but also to developing and refining the asset management functions that support all real estate investments.
This role allows you to be involved in various critical functions including, but not limited to, (1) asset performance monitoring, (2) post-close risk management, (3) portfolio reporting and forecasting, and (6) new investment production support. You will utilize internal proprietary technologies designed to enhance portfolio oversight, streamline reporting, improve data accuracy, and provide sharper insights across all real estate investments. You will work closely with Investment Managers and Aetna's IT department to ensure all new technology software systems provide asset information to effectively manage the portfolio and deliver meaningful operational improvements.
This is an exciting opportunity to help shape an evolving asset management function within a dynamic, growing team - one that values integrity, precision, and innovation in every aspect of its work. Your strong expertise in financial forecasting and reporting, property operations & asset valuation, fund-level investment management, along with a strong understanding and working knowledge of the affordable housing industry will contribute to your success. You will also possess a collaborative approach, work ethic, task oriented and a continuous improvement mindset.
**Additional Job Duties & Responsibilities:**
Performance Monitoring:
Commercial Mortgages & JV Equity:
Manage a book of commercial mortgage loans, including monitoring property operations, complete an annual risk assessment including analyzing the financial results and preparing a valuation for each asset. Identify any weaknesses that may negatively impact loan repayment, as applicable. Finalize annual review by updating all data metrics, including final risk rating within Aetna's mortgage information management system (MIMs).
Oversee loan document compliance including all reporting requirements from each borrower/property owner.
Affordable Housing:
Ensure that the quarterly and annual reporting provided by Syndicators is complete and delivered on-time in accordance with associated fund partnership agreements.
Review and analyze quarterly fund reporting, financial statements, and annual partnership tax documents to assess overall fund health and actual fund performance compared to expectations.
Review and assess AHIC risk ratings assigned by each Syndicator for each property within the LITHC portfolio, ensuring that such risk ratings are applied consistently and in accordance with AHIC guidelines and industry-accepted standards.
Coordinate quarterly asset management review meetings with each Syndicator to review the quarterly reporting for each Fund; participate in review meeting, ask pertinent questions for higher-risk assets including all action plans to effectively manage the operational issues and minimize the risk for each asset.
Post-Close Risk Management:
Commercial Mortgages & JV Equity:
Assist the Head of REI (or an Investment Manager) with high-risk loans including preemptive recommendations to minimize loan default and loan loss. If necessary, support efforts to restructure loan terms or foreclose, if required.
Ensure timely resolution of loan issues, such as loan maturities to produce loan repayments or negotiating loan modifications, extensions, and lease approvals.
Assist in preparing a Hold/Sale analysis for all JVs to determine the appropriate timing to recommend a property disposition and assist in analyzing potential refinancing of existing mortgage debt.
Affordable Housing:
Analyze and manage incoming consent requests from syndicators, summarizing key points, risks, and recommendations to senior Investment Managers as needed. Negotiate consent request terms with Syndicators when necessary, ensuring that any proposed changes align with investment objectives and the team's underwriting and risk management guidelines.
Monitor existing assets for exposure to environmental and climate impacts, legislative and regulatory changes, and geo-political risk that may impact the LIHTC portfolio and investment strategy.
Reporting:
Commercial Mortgages & JV Equity:
Prepare and deliver portfolio management reports for key loan performance metrics, such as LTV, DSCR and risk rating, on a monthly or quarterly basis, to all stakeholders.
Additionally, provide portfolio statistics, such as property type, geographic and borrower information to senior management upon request.
Provide financial information to the Operations Group to support book value adjustments for income, depreciation and mark-to-market value changes.
Assist in preparing the quarterly CECL calculations and reporting. Facilitate any internal or external audit requests.
Affordable Housing:
Assist in completing internal semi-annual affordable housing portfolio report, which includes a review of fund reserves, property status, property risk rating, an assessment of actual benefits compared to projected benefits, and financial exposure, among other attributes.
Track and communicate key performance indicators, risks, and portfolio trends through regular, precise reporting and presentations to internal stakeholders. This includes yield reporting to Aetna's chief investment officer, and ad hoc reporting requests.
Forecasting:
Commercial Mortgages & JV Equity:
Assist the Head of REI in preparing annual and quarterly financial models to forecast net investment income (NII) for each loan and at the portfolio-level, including projected loan repayments, collateral value shortfalls, and the probability of potential loan default and loan loss for underperforming properties.
JV Equity:
Assist Investment Managers in projecting property cashflows, depreciation and property valuation for each JV investment.
Assist in reviewing the annual property operating and capital budgets, prepared by Aetna's JV partners, and finalize for internal reporting.
Report any collateral shortfall wherein the property value is less than the existing third-party debt used to acquire the property.
Affordable Housing:
Assist in coordinating and preparing quarterly tax benefit projections for the LIHTC investment portfolio, ensuring timely delivery of accurate projections to the Tax Department for use in calculating the organization's effective tax rate and estimated tax payments.
Assist in assessing each Syndicator's annual forecast of tax benefits for accuracy for both stabilized properties as well as all "under construction" projects.
Assist in providing book value forecasts for the LIHTC portfolio to support the organization's strategic planning, financial forecasting, and long-term investment decisions.
Investment Operations:
Commercial Mortgages & JV Equity:
Coordinate and execute the rate lock process for commercial mortgage transactions, ensuring timely submission of required documentation, confirmation of rate lock terms, and verification of all investment committee approval requirements.
Assist in delivering forecasted property cashflows for each JV investment for annual operating results to Investment Operations.
Review/approve/coordinate all capital funding requirements by Aetna.
Affordable Housing:
Review and respond to capital call requests from LIHTC syndicators, carefully evaluating the supporting documentation to confirm the requests align with the terms of the relevant partnership agreements. Once validated, coordinate with internal teams to confirm the funding amount, facilitate the proper approvals needed, and ensure timely execution of outgoing wires.
Process Innovation:
Support an annual review of the department's Policy and Procedure Manual to assess the need for changes or revisions to any Policy or Guideline to enhance the asset management function for all real estate assets and portfolios. Collaborate proactively with Investment Managers and the internal IT group to refine, enhance, and optimize internal asset management reporting systems, ensuring that tools and outputs meet evolving business needs and improve the efficiency and accuracy of the asset management function.
Additional Asset Management Duties:
Conduct market research and provide analytical support for existing and potential mortgage loans and tax credit investments. Help assess any needed change to the existing mortgage loan action plan or JV investment strategy given unexpected property and/or market changes. Assist Investment Managers in their interaction with Aetna's JV partners for all property or leasing matters including making decisions on new tenants, all operating or capital budgets, property management issues, and related matters. Special projects, such as department presentations and portfolio reviews, on an ad hoc basis.
Travel:
Travel may be required for property inspections for existing mortgage loans or affordable housing investments, as well as to attend real estate industry events.
**Required Qualifications:**
+ 5 or more years of experience in Asset Management
+ 1 or more years of asset management experience working in a large commercial

Our client, a reputable real estate investment firm, is looking for a seasoned Director of Commercial Real Estate Investments to lead their strategic acquisition efforts in **San Diego, California, US**. This executive position requires a deep understanding of the commercial real estate market, strong financial acumen, and a proven track record in identifying, analyzing, and executing profitable investment opportunities. You will be responsible for sourcing deals, conducting in-depth market research and financial modeling, negotiating purchase agreements, and managing the due diligence process. The ideal candidate will have a minimum of 10 years of experience in commercial real estate acquisitions, investment analysis, or a related field, with a strong network of brokers and property owners. Essential skills include expertise in financial modeling (DCF, LBO), valuation techniques, market analysis, and deal structuring. You should possess excellent presentation and communication skills, with the ability to articulate investment strategies to senior management and investment committees. A Bachelor's degree in Finance, Real Estate, Economics, or a related field is required; an MBA or advanced degree is preferred. Responsibilities also include overseeing asset management strategies for acquired properties and contributing to the overall investment strategy of the firm. This is a key leadership role with significant impact on the company's portfolio growth.

Investor Relations Acquisitions Associate - Real Estate Investments

Location:  Must be located and based out of San Antonio, TX
Compensation: Base Salary $80,000 - 1% of all capital raised *Bonus increases to 1.5% commission once conversion thresholds are achieved

Position Overview

Scale IR is hiring on behalf of a private investment sponsor raising capital under Rule 506(c). The firm is seeking a motivated and analytically driven IR Acquisitions Associate to join their growing real estate investment team in San Antonio, Texas. We're seeking a unique mix: a strong communicator with sales instincts, investment acumen, and deep local market knowledge.

This hybrid role combines acquisitions (sourcing, underwriting, closing deals) with capital raising (investor relations, fundraising support). The ideal candidate will have strong local market knowledge, underwriting experience, and the ability to build relationships with brokers, lenders, and investors. This is an entrepreneurial, ownership-track position with equity participation and performance-based upside.

Key Responsibilities

Acquisitions & Deal Sourcing

• Identify and proactively source, evaluate and secure compelling off-market and marketed acquisition opportunities
• Build relationships with brokers, lenders, property owners, and market participants
• Conduct first-look underwriting, analyze financial returns, and assess risk metrics (IRR, comps, cap rates, etc.)
• Coordinate and manage due diligence, financing, deal structuring, and the full closing process
• Present acquisition opportunities and recommendations to the investment committee

Investor Relations & Fundraising

• Lead initial investor conversations and qualify accredited investors and family offices
• Build and nurture relationships through calls, meetings, and events across Texas (especially San Antonio, Austin and/or Dallas)
• Support investor communications: decks, presentations, CRM tracking, and reporting
• Contribute to marketing and educational initiatives, including webinars and investor events

Cross-Functional Support

• Collaborate with internal teams and capital partners on fundraising initiatives
• Assist with pipeline management and investor reporting during open offerings
• Represent the firm in the local deal community through networking and events

Qualifications & Experience

• Must be already based in San Antonio, TX or the nearby areas
• 4+ years of experience in commercial real estate acquisitions, brokerage, or related roles
• Proven track record in sourcing, underwriting, and closing real estate or financial transactions
• Direct experience working with lenders and structuring debt
• Strong financial analysis and underwriting skills
• Excellent interpersonal and relationship-building abilities
• Comfortable with investor-facing conversations, cold calls, and presentations
• Familiarity with San Antonio/Austin/Dallas multifamily market dynamics
• Existing LP or family office relationships
• Track record hosting investor events or webinars

A premier real estate development company with a proven track record of success is seeking to expand its team. Headquartered in South Carolina and boasting nearly 30 years of experience, the firm has developed over 600 projects across the United States. Specializing in all major property types, including retail, industrial, residential, self-storage, senior living, and mixed-use developments, the company has aggressive growth plans for the coming years.

As an Investment Analyst, you will report directly to the Director of Asset Management. You will provide comprehensive analysis on development and acquisition projects, as well as current assets within the portfolio.

Investments Analyst will be responsible for:

• Financial Analysis: Evaluate investment opportunities through detailed financial analysis and modeling.
• Market Research: Identify and track investment trends.
• Financial Models: Create and maintain financial models.
• Collaboration: Work with portfolio managers to develop investment strategies.
• Recommendations: Present investment recommendations to clients and stakeholders.
• Investment Monitoring: Continuously assess the performance of investments.

Qualifications and Requirements:

• Educational Background: Bachelor's degree in Finance, Business, Accounting, Real Estate, or a related field.
• Analytical Skills: Strong analytical and financial modeling skills.
• Experience: 2-5 years of relevant experience in finance and/or real estate.
• Technical Proficiency: Proficiency in Argus is preferred.
• Work Ethic: Demonstrated strong work ethic.
• Additional Experience: Banking experience is a plus.

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
KEY RESPONSIBILITIES:
+ Reporting to the Managing Director of Private Markets or the Managing Director of Public Markets, the Director, Investment of Investments, Real Estate and Real Assets is responsible for researching and preparing proposals for strategy considerations within the marketable and/or non-marketable segments of long term assets.
+ Provides backup for the Managing Director of Private Markets or Managing Director of Public Markets, meets with investment managers and presents hiring recommendations and monitors the management of an $11 billion endowment.
+ Conducts asset allocation studies and Monte Carlo simulations, as requested.
+ Participates with the investment team in the formation of risk and return assumptions.
+ Researches and presents risk characteristics of marketable and/or non-marketable portfolio at monthly investment meetings.
+ Develops recommendations for new investment programs and presents to the Investment Committee of the Board of Trustees.
+ Works closely with the Director of Investment Risk Analysis to ensure the desired level of risk is maintained in the portfolios.
+ Performs qualitative and quantitative research on investment strategies and underlying managers.
+ Analyzes present investments and managers for possible modifications as investment choices.
+ Conducts global research with an emphasis on current research priorities.
+ Participates in maintaining and populating an internal database of promising prospective investment managers for each strategy.
+ Updates organization on significant developments.
+ Reviews and negotiates contracts.
+ Performs and maintains appropriate records and files on quantitative and fundamental analysis performed externally and internally.
+ Adjusts funding levels as appropriate.
+ Provides mentoring to analyst(s) performing Investment Analysis.
+ Participates in the creation and development of a relationship with the Goizueta Business School through summer internship and other scholastic programs.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in business or a related field and six years of capital market or investment management experience, or an equivalent combination of education, training and experience.
+ CFA designation preferred.
+ Knowledge of investment management software tools desirable.
+ A master's degree is preferred.
PREFERRED QUALIFICATIONS:
+ Sourcing and thinking creatively about new real estate and real asset investment opportunities
NOTE: Position tasks are generally required to be performed in-person at an Emory University location. Remote work from home day options may be granted at department discretion. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at (V) | (TDD). Please note that one week advance notice is preferred.
**Connect With Us!**
Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Emory Investment Mgmt_
**Department** _Emory Investment Management_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Primarily On Campus_
**Health and Safety Information** _Not Applicable_

Financial Consultant Investments

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.

Essential duties and responsibilities include:

• Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals.
• Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the

Financial Consultant Investments

The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.

Essential duties and responsibilities include:

• Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals.
• Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the