Principal - Real Estate Advisory | Manhattan, NY, USA | Hybrid
Description
Seasoned real estate investment professional with deep experience in Core/Coreplus portfolio construction, manager due diligence, and evaluation of fund opportunities. Skilled in guiding clients through strategic decision‑making, delivering data‑driven insights, and managing complex portfolios across market cycles. Adept at leading teams, building strong stakeholder relationships, and driving high‑quality execution in fast‑paced, collaborative environments. Principal - Real Estate Advisory We are seeking a highly experienced real estate investment professional to support and lead portfolio strategy, manager research, and client advisory across institutional mandates. This role requires deep knowledge of Core and Core‑Plus real estate strategies, a strong understanding of risk‑adjusted returns, and the ability to translate market insights into clear, actionable portfolio recommendations. Responsibilities:
- Lead top‑down portfolio construction, including pacing analysis, risk assessment, and sector allocation
- Underwrite and evaluate commingled fund opportunities with a focus on Core/Core‑Plus strategies
- Conduct comprehensive manager due diligence, including track record analysis and strategy assessment
- Develop investment memos, fund summaries, and client‑ready materials with a high standard of clarity and precision
- Serve as a trusted advisor to institutional clients, delivering ongoing guidance, reporting, and tailored insights
- Partner with internal teams to ensure accurate modeling, reporting, and data integration across platforms
- Collaborate with senior leadership to support new business opportunities and provide strategic input during prospect discussions
- Mentor and develop junior professionals while helping maintain an inclusive, high‑performance team culture Qualifications:
- Significant real estate investment or manager research experience, ideally across Core and Core‑Plus portfolios
- Strong analytical and financial modeling capabilities, including portfolio construction and track record analysis
- Demonstrated investment judgment and familiarity with market trends, risk drivers, and product structures
- Exceptional written and verbal communication skills, with the ability to present complex topics clearly
- Proven experience managing clients, delivering responsive service, and overseeing multiple simultaneous workstreams
- Ability to collaborate across teams and contribute to a dynamic, data‑driven environment
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