Responsibilities:
Although comprehensive, they are not exhaustive and the position may require
such other activities, as established by the Company from time to time.
General:
Assist in originating, analyzing and underwriting retail real estate investments.
Track deal flow in the pipeline summary report. Prepare executive summaries and
memorandums for the Investment Committee. Prepare letters of intent. Support all
aspects of due diligence prior to closing. Support business development efforts.
Property Evaluation:
Conduct property due diligence, including determining CRA
qualification for each property based on location, preparing and maintaining files for each
investment, and performing all requisite tasks necessary to prepare investment overviews
and Investment Committee Memorandums. Other specific tasks include, but are not
limited to, property inspections, broker interviews, tenant interviews, third-party vendor
coordination and preparation of lease analyses.
Financial Analysis:
Prepare cash flow analyses using ARGUS (or, if necessary, another
application) to determine the cash flow and valuation/pricing of proposed real estate
investments based on in-place and proposed leases, actual and projected expenses, and
market factors.
Acquisition Support:
Coordinate and work with all parties (in-house and outside
personnel) relevant to the closing of an investment.
Business Development:
Develop and maintain relationships with existing and potential
new business sources (i.e. property owners, real estate brokers, mortgage brokers,
mortgage bankers, correspondents for life companies, etc.).
Required Skills: This position requires a high level of proficiency in financial modeling, verbal
and written communication, presentation skills, and the use of various computer applications to
support the foregoing activities, including Microsoft Office (Word, Excel, PowerPoint and
Outlook), Adobe Acrobat and ARGUS.
Educational Requirement:
This position requires a minimum four (4) year college education
with a relevant major (e.g. real estate, finance, business, etc.) and one (1) year of real estate
experience.
Contact:
Caetie Berger
Forge Capital Partners
2501 South MacDill Avenue
Tampa, FL 33629
Phone: (813) 574-6775
