Invest with Roots

General

• Build and maintain pro forma models for potential acquisitions across multiple asset types and deal structures.
• Analyze deal economics, including cash-on-cash returns, IRR, equity multiples, NAV impact, yield on cost, debt service coverage, and sensitivity to key assumptions.
• Stress-test assumptions around rent growth, operating expenses, cap rates, exit timing, leverage, interest rates, hold periods, and capital needs.
• Partner with acquisitions, asset management, finance, and leadership to translate deal terms, business plans, and market assumptions into clear model inputs.
• Evaluate potential acquisitions across asset types such as multifamily, build-to-rent, mixed-use, value-add, and other residential-focused real estate opportunities.
• Support capital structuring analysis, including debt assumptions, equity requirements, refinancing scenarios, and investor return profiles.
• Maintain and update models as deals move through the pipeline, from initial screening through investment committee review and closing.
• Review operating statements, rent rolls, market comps, loan terms, third-party reports, and other diligence materials to support underwriting assumptions.
• Identify key risks, sensitivities, and value drivers in each deal and clearly communicate them to the team.
• Summarize model outputs into clear investment memos, decision-support materials, and committee-ready presentations.
• Support ongoing portfolio performance analysis, including actual-to-budget reviews, valuation updates, NAV-related analysis, and scenario planning.
• Help improve our underwriting process, model templates, internal reporting, and investment committee materials as the team continues to grow.

Real Estate Underwriter – Financial Modeling