Dream Capital
Vice President, Investments & Asset Management
Dream Capital, Atlanta, Georgia, United States, 30383
Job Description
The Vice President, Investments & Asset Management will be responsible for assisting in the acquisition effort and evaluating primarily real estate investments as well as using market analysis and your in-depth understanding of investment considerations to prepare investment committee memorandums and related support. You’ll also underwrite potential acquisition and development opportunities, manage the transaction due diligence and closing processes and monitor/manage existing investments. The Vice President will also be responsible to plan asset strategies that increase revenue and high rate of return on investments. Plans and directs all aspects of an organization’s asset management policies, objectives, and initiatives. This role is office-based in Atlanta, Georgia.
Essential Job Functions (Duties/Responsibilities)
The Vice President, Investments & Asset Management will have the following duties and responsibilities, including but not limited to:
Perform all aspects of new investment/M&A sourcing, due diligence, advise on deal structuring, modeling, participate/present in investment committee meetings, deal execution and company reporting.
Leverage the firm’s networks to identify and source attractive opportunities and work in a team environment to select portfolio company investments.
Participate as a value-added member of portfolio company board(s) of directors and work with portfolio company management teams to deliver growth and value.
Mentor/coach the firm’s Associates and other junior professionals to cultivate their skill sets, technical abilities, investment acumen, and firm contributions.
Conduct themselves in all areas with the highest levels of personal integrity, ethics, and intellectual honesty.
Develop and implement long-term investment strategies to support the organization’s growth and financial objectives.
Identify and evaluate potential investment opportunities, including new property acquisitions, development projects, and other capital expenditures.
Oversee the investment portfolio, ensuring that all decisions align with financial goals and risk tolerance.
Conduct market analysis and competitive research to inform investment decisions and predict future financial needs.
Build and maintain strong relationships with current and potential investors, lenders, and financial partners.
Lead efforts to raise capital, including preparing investor presentations and engaging in fundraising activities.
Communicate investment performance, strategy, and risk to key stakeholders, including the board of directors.
Use hotel management input, industry analysis/benchmarking, accounting, hotel financial analysis, and computer modeling fundamentals to analyze hotel operations, business plans, capital investments, sales & marketing plans, and strategic alternatives.
Formulate and make recommendations to the Executive Committee for short and long-term strategic plans for the hotel assets.
Keep current on all markets affecting the hospitality industry and specifically the markets in which the assets are situated, including supply and demand changes and trends.
Examine and monitor the operating performance of the assets to ensure the return on investment in each asset is maximized.
Meet with hotel executive teams to review monthly & quarterly operating performance, annual business plans and longer-term strategic plans.
Proactively identify and resolve ownership issues to maintain the integrity of the assets.
Prepare investment summaries and make recommendations for major hotel expenditures.
Analyze and track return on investment for the assets as well as profit improving projects, either implemented or proposed.
Identify value enhancement opportunities within the portfolio and provide input to monthly, quarterly and annual internal reports to the Executive Committee for all assets in the designated portfolio.
Provide financial analysis and regular reporting to investors and senior leadership.
Manage quarterly investor reports and valuations.
Perform financial analysis of properties including operating statements, budget and variance review, loan administration, disposition analysis, lease analysis, appraisal, and capex reviews, etc.
Perform quarterly valuations, financial reporting, and portfolio strategy for quarterly and annual investor reporting.
Conduct market research to determine various factors impacting property level performance.
Oversee implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, and preferred and common equity positions.
Work closely with senior management in analyzing strategies for acquisitions, dispositions, recapitalization, and refinance.
Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes to ensure the loans remain in compliance.
Monitor capital improvement projects to ensure timely completion within budgets.
Analyze and recommend strategic initiatives to the executive team to optimize investor returns and mitigate risk.
Conduct disposition analysis to assist the executive team in refinancing or recapitalization decision-making.
Manage ongoing improvement of upstream reporting procedures to improve data availability and integrity.
Lead and mentor a high-performing investment and finance team, fostering a collaborative and innovative work environment.
Partner with cross-functional teams (e.g., operations, legal, and development) to ensure investments align with organizational goals.
Stay informed of industry trends, financial markets, and economic conditions that could impact the organization.
Qualifications
Education:
Bachelor’s degree in Finance, Real Estate and/or Accounting
Experience:
A minimum of 5 years of experience in Real Estate with an emphasis on investment management, development, acquisitions, valuations, relationship management, capital markets and asset management.
Knowledge/Skills/Abilities:
A strong knowledge of real estate markets with a particular emphasis on hotel, multifamily, office, retail and industrial.
Excellent project management, leadership, and organizational skills.
The ability to analyze complex financial, statistical, and qualitative data.
The ability to analyze complex operating agreements and waterfall models.
The ability to “think outside the box” and present ideas in a clear and concise manner.
The ability to train analytical staff.
The ability to multitask and function within a growing organization.
Self-starter with a team player mentality and strong communication skills.
Sense of urgency and strong initiative.
Prior experience as an analyst or in a financial position related to hotels, real estate, or similar industry.
Strong analytical skills.
Travel:
up to 30%
Based in Atlanta, GA, Dream Capital is a full-service commercial real estate investment firm that sponsors and co-invests in projects nationwide. Dream’s wide-ranging capabilities give our investments a competitive edge. The platform offers services including debt and equity origination, development, asset and property management, and portfolio management. Dream Capital is an entrepreneurial and growth-oriented business led by a highly talented, experienced, and proven executive team.
#J-18808-Ljbffr
The Vice President, Investments & Asset Management will be responsible for assisting in the acquisition effort and evaluating primarily real estate investments as well as using market analysis and your in-depth understanding of investment considerations to prepare investment committee memorandums and related support. You’ll also underwrite potential acquisition and development opportunities, manage the transaction due diligence and closing processes and monitor/manage existing investments. The Vice President will also be responsible to plan asset strategies that increase revenue and high rate of return on investments. Plans and directs all aspects of an organization’s asset management policies, objectives, and initiatives. This role is office-based in Atlanta, Georgia.
Essential Job Functions (Duties/Responsibilities)
The Vice President, Investments & Asset Management will have the following duties and responsibilities, including but not limited to:
Perform all aspects of new investment/M&A sourcing, due diligence, advise on deal structuring, modeling, participate/present in investment committee meetings, deal execution and company reporting.
Leverage the firm’s networks to identify and source attractive opportunities and work in a team environment to select portfolio company investments.
Participate as a value-added member of portfolio company board(s) of directors and work with portfolio company management teams to deliver growth and value.
Mentor/coach the firm’s Associates and other junior professionals to cultivate their skill sets, technical abilities, investment acumen, and firm contributions.
Conduct themselves in all areas with the highest levels of personal integrity, ethics, and intellectual honesty.
Develop and implement long-term investment strategies to support the organization’s growth and financial objectives.
Identify and evaluate potential investment opportunities, including new property acquisitions, development projects, and other capital expenditures.
Oversee the investment portfolio, ensuring that all decisions align with financial goals and risk tolerance.
Conduct market analysis and competitive research to inform investment decisions and predict future financial needs.
Build and maintain strong relationships with current and potential investors, lenders, and financial partners.
Lead efforts to raise capital, including preparing investor presentations and engaging in fundraising activities.
Communicate investment performance, strategy, and risk to key stakeholders, including the board of directors.
Use hotel management input, industry analysis/benchmarking, accounting, hotel financial analysis, and computer modeling fundamentals to analyze hotel operations, business plans, capital investments, sales & marketing plans, and strategic alternatives.
Formulate and make recommendations to the Executive Committee for short and long-term strategic plans for the hotel assets.
Keep current on all markets affecting the hospitality industry and specifically the markets in which the assets are situated, including supply and demand changes and trends.
Examine and monitor the operating performance of the assets to ensure the return on investment in each asset is maximized.
Meet with hotel executive teams to review monthly & quarterly operating performance, annual business plans and longer-term strategic plans.
Proactively identify and resolve ownership issues to maintain the integrity of the assets.
Prepare investment summaries and make recommendations for major hotel expenditures.
Analyze and track return on investment for the assets as well as profit improving projects, either implemented or proposed.
Identify value enhancement opportunities within the portfolio and provide input to monthly, quarterly and annual internal reports to the Executive Committee for all assets in the designated portfolio.
Provide financial analysis and regular reporting to investors and senior leadership.
Manage quarterly investor reports and valuations.
Perform financial analysis of properties including operating statements, budget and variance review, loan administration, disposition analysis, lease analysis, appraisal, and capex reviews, etc.
Perform quarterly valuations, financial reporting, and portfolio strategy for quarterly and annual investor reporting.
Conduct market research to determine various factors impacting property level performance.
Oversee implementation of business plan(s) associated with a variety of real estate-related assets, including mezzanine and bridge loans, and preferred and common equity positions.
Work closely with senior management in analyzing strategies for acquisitions, dispositions, recapitalization, and refinance.
Review and interpret legal documents, such as loan agreements, guarantees, and promissory notes to ensure the loans remain in compliance.
Monitor capital improvement projects to ensure timely completion within budgets.
Analyze and recommend strategic initiatives to the executive team to optimize investor returns and mitigate risk.
Conduct disposition analysis to assist the executive team in refinancing or recapitalization decision-making.
Manage ongoing improvement of upstream reporting procedures to improve data availability and integrity.
Lead and mentor a high-performing investment and finance team, fostering a collaborative and innovative work environment.
Partner with cross-functional teams (e.g., operations, legal, and development) to ensure investments align with organizational goals.
Stay informed of industry trends, financial markets, and economic conditions that could impact the organization.
Qualifications
Education:
Bachelor’s degree in Finance, Real Estate and/or Accounting
Experience:
A minimum of 5 years of experience in Real Estate with an emphasis on investment management, development, acquisitions, valuations, relationship management, capital markets and asset management.
Knowledge/Skills/Abilities:
A strong knowledge of real estate markets with a particular emphasis on hotel, multifamily, office, retail and industrial.
Excellent project management, leadership, and organizational skills.
The ability to analyze complex financial, statistical, and qualitative data.
The ability to analyze complex operating agreements and waterfall models.
The ability to “think outside the box” and present ideas in a clear and concise manner.
The ability to train analytical staff.
The ability to multitask and function within a growing organization.
Self-starter with a team player mentality and strong communication skills.
Sense of urgency and strong initiative.
Prior experience as an analyst or in a financial position related to hotels, real estate, or similar industry.
Strong analytical skills.
Travel:
up to 30%
Based in Atlanta, GA, Dream Capital is a full-service commercial real estate investment firm that sponsors and co-invests in projects nationwide. Dream’s wide-ranging capabilities give our investments a competitive edge. The platform offers services including debt and equity origination, development, asset and property management, and portfolio management. Dream Capital is an entrepreneurial and growth-oriented business led by a highly talented, experienced, and proven executive team.
#J-18808-Ljbffr