Real Estate Private Equity - Analyst

RESPONSIBILITIES:

The Analyst will evaluate potential investment proposals, perform financial analysis and market research, maintain HREP’s deal pipeline tracker, prepare investment memoranda, manage the due diligence process of new investments, assist in the asset management of current portfolio holdings, the ongoing communications with and reporting to investors, and the marketing and fundraising of new fund vehicles.  

She/he will work directly with the HREP team and its Principals and should be able to multitask and work independently. Additionally, the candidate should exhibit resourcefulness and problem-solving skills, with an outstanding energy level and initiative. Finally, candidates must be able to successfully interact with a broad range of individuals including investors and senior team members of joint venture partners.

QUALIFICATIONS:

Candidate should have strong verbal, writing, analytical, technical, and personal skills that will lead to success in a small and entrepreneurial team environment, including:

• Zero to three years of relevant business experience, preferably in commercial real estate investment and/or analysis.
• Undergraduate degree required, with degree in real estate, finance, or economics; graduate degree preferred but not required
• A thorough understanding of financial modeling, including cash flow models, IRR analysis, equity multiple analysis, and discounted cash flow valuations to assess viability and profitability of potential acquisitions, developments, or dispositions.
• Exceptional quantitative, analytical, and problem-solving skills.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Argus is required.
• Strong written and oral communication skills, including the ability to prepare accurate and appropriate documentation.
• Learning agility to quickly grasp new concepts and circumstances, including demonstrated resourcefulness and problem-solving skills.    

ABOUT HALSTATT:

Halstatt (www.halstatt.com), a family-owned investment firm located in Naples, FL, was founded by the Sproul family, and is a proud part of the Barron Gift Collier legacy in Southwest Florida. Specifically, Halstatt created the vision for Grey Oaks Country Club, and managed its successful growth for over 20 years. The firm also purchased and re-developed LaPlaya Beach and Golf Resort in Naples, and in the process built the hotel into a top-rated, luxury beachside destination. The firm still holds several assets in Southwest Florida that will be developed over time.

Halstatt Real Estate Partners (“HREP”), a women-owned real estate private equity firm, has participated in the acquisition and development of over $1 billion in Florida-based real estate assets since 2011. HREP invests in middle market, value add and opportunistic commercial and residential real estate projects. HREP works with best-in-class local and regional operating partners to maximize the value of its real estate investments. HREP invests alongside a cross-section of institutional limited partners from fund to fund including charitable foundations and endowments, family offices, and corporate pension funds with a history of continuity.