Real Estate Investment Analyst

Position Summary

The Real Estate Investment Analyst supports the Investments Team and the Investment Committee, enabling informed decisions regarding commercial real estate acquisition opportunities. The Investment Analyst prepares financial underwriting models that allow Management to make optimal decisions regarding both balance sheet and joint venture opportunities.

Here at Phillips Edison we are a motivated, growth‑driven acquisitions team focused on expanding one of the nation’s leading portfolios of grocery‑anchored neighborhood shopping centers. Backed by a proven track record, including ~$400 million in acquisitions completed in 2025, and guided by a strategic plan targeting $400–$500 million in annual acquisitions in 2026, we are at the forefront of disciplined, high‑impact real estate investing.

• Underwrite acquisition opportunities through Argus and Excel modeling, manage deal pipeline activity, and coordinate with third parties on key assumptions to prepare weekly investment committee materials.
• Identify and communicate key insights related to financially significant modeling assumptions, highlighting risks and proposing opportunities.
• Partner with Transactions Associates in their performance of due diligence on prospective acquisitions.
• Manage underwriting workflow of each project from the initial underwriting through letter of intent, contract stage, due diligence, closing, and transfer of final model assumptions to the ERP system (MRI).
• Work closely with Acquisition Officers, the Research team, and the Portfolio Management team throughout the acquisition process.
• Analyze and present deals to internal stakeholders.
• Support Acquisitions, Investments, Portfolio Management, and Investment Management with ad hoc financial analysis as requested.

• Bachelor’s degree in Finance, Economics, or Real Estate preferred. Advanced degree a plus.
• 0–3 years of experience in commercial real estate valuation and analysis required.
• MS Office experience including high proficiency with Excel; experience modeling within Argus Enterprise and familiarity with Dealpath is a plus.
• Strong verbal and written communication skills required to interact with organization leaders.
• Ability to lead complex underwriting projects effectively while managing a variety of ad hoc tasks.

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