Analyst, Investments

Firm Profile

WHI Collective Real Estate LP () is a dynamic, entrepreneurial real estate private equity firm with highly experienced teams in Charlotte, NC and Chicago, IL.  The firm is a continuance of an existing platform, continuing and expanding upon the opportunistic and value-add investment strategies executed at the principals’ legacy firm.  The legacy firm made 80 investments across five funds from 2010 to 2022, comprising more than $900 million of equity and approximately $2.6 billion of gross real estate assets.  The team’s track record includes significant experience investing in residential, industrial, creative office, boutique hotels and adaptive re-use, typically alongside local joint venture partners.  Investment strategies include acquisitions, ground-up development and heavy repositioning, with a tilt toward dynamic but often overlooked secondary and tertiary markets throughout the U.S.  The Analyst position will be based in the firm’s Charlotte office, located in South End.

Responsibilities

The Analyst will gain hands-on experience across a broad set of transactions and property types, to include acquiring, developing and asset managing multifamily and industrial properties, amongst others. As an integral member of the Investments team, the Analyst will assist with acquisition underwriting, modeling, due diligence, financing, asset management, and dispositions. The goal is to provide the Investments team with a trusted, dependable team member who can contribute immediately. The role will largely include the following:

Financial Modeling and Analysis:

• Build and adapt financial models to analyze investment opportunities using Excel and Argus.
• Facilitate market, asset and joint venture due diligence processes, including site visits and review of third-party reports, leases and historical financial statements.
• Conduct market research and prepare Investment Committee presentations.
• Seek out and analyze new market trends and make well-informed recommendations to guide investment strategies.

Asset Management:

• Continuously monitor and analyze relevant market conditions.
• Work closely with asset managers in day-to-day responsibilities with joint venture partners.
• Assist in quarterly mark-to-market valuation process and investor reporting. 
• Assist in evaluating alternative business plans for existing and future investments including hold-sell analyses, financing sensitivities, discounted cash flows and other ad hoc analyses to guide investment and fund level decisions.
• Support senior team in financings, bolt-on acquisitions, and dispositions.

Qualifications

• Bachelor’s degree required with 1-2 years of related work experience in real estate, finance, or investment banking.
• Advanced proficiency in Microsoft Excel and in financial modeling – Ability to navigate the financial aspects of a potential investment and translate it to key stakeholders in a timely and effective manner.
• Strong communication skills – Highly adept at building relationships and keeping all key stakeholders informed throughout the process.
• Entrepreneurial, flexible and strong work ethic – Ability to thrive in a fast-paced environment that requires adaptability as the situation warrants.  Strong project management skills with ability to juggle big and small tasks alike.