Description:
For three decades, our firm has delivered consistent value to investors through commercial real estate investment and development. We develop, manage, and lease properties across the US and we are looking for a dynamic leader to amplify our capital-raising success. We raise capital through a variety of investment offerings including DST’s, 1031 Exchanges, Reg A+ public securities, and Reg D offerings. We are an entrepreneurial firm with a national scope, an institutional work product and a start-up style office culture.
As the Managing Director - Investments, you’ll play a pivotal role in driving the growth of our real estate investment products by sourcing and raising equity capital through independent broker-dealers and Registered Investment Advisors (RIAs). This is a high-impact, relationship-driven position that combines strategic fundraising, travel, and collaboration with our internal real estate experts. If you’re a seasoned sales professional with a passion for real estate and a proven ability to connect with wealth advisors, this is your chance to thrive in a tight-knit, results-oriented firm.
WHAT YOU’LL DO
•Raise Capital: Source equity capital for existing and new real estate funds through the independent broker-dealer network and RIA channels.
•Build Relationships: Plan and execute a robust travel schedule (up to 30%) to attend industry conferences, host dinners and events with wealth advisors, and conduct due diligence trips with prospective partners.
•Strengthen Networks: Cultivate and maintain strong relationships within the broker-dealer and RIA communities to expand our capital sources.
•Collaborate Internally: Partner with our real estate team to understand investment parameters and capital needs for projects, ensuring alignment between fundraising efforts and portfolio goals.
•Represent the Firm: Deliver compelling presentations and pitches that showcase the value of our investment opportunities to diverse audiences.
Requirements:
•Education: Bachelor’s degree required; MBA or advanced degree preferred.
•Experience: 5-10+ years in financial services, with a focus on capital markets, commercial real estate, or sourcing investment capital.
•Track Record: A demonstrated history of successfully raising capital and achieving goals.
•Skills: Exceptional verbal and written communication, relationship-building prowess, and the ability to lead through influence.
•Independence: A self-starter who thrives in an autonomous role while collaborating effectively with a small, dedicated team.
•Travel: Willingness and ability to travel up to 30% of the time.