Senior Real Estate Analyst - Seniors Housing

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 and apply today.

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 university2-3+ 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…