Real Estate Financial Analyst

AI overview

Support brokerage operations by analyzing financial statements and market data to produce valuations and client materials, gaining exposure to national transactions in real estate finance.

Yale Realty & Capital Advisors is a national, award-winning brokerage specializing in the sales and financing of Manufactured Housing Communities and RV Resorts. Since 2012, Yale has completed more than $7B in transactions and is the fastest-growing firm in the sector. As the first fully integrated team with dedicated representatives across the U.S., we provide unmatched expertise to owners and investors nationwide.

Position Summary
We are seeking an Entry-Level Real Estate Financial Analyst to support our brokerage team by analyzing financial statements, occupancy reports, and market data to produce valuations, offering memorandums, and related client materials. This role is critical in supporting our nationwide team of associates with accurate asset valuations and insights.

The ideal candidate has a strong foundation in real estate finance, excels in financial modeling and data analysis, and is eager to learn and grow in a fast-paced environment.

Requirements

Key Responsibilities

  • Analyze seller financials, occupancy data, and market information to project cash flows
  • Perform DCF and direct capitalization analyses for individual assets and portfolios
  • Conduct market rent surveys and gather comparable sales data
  • Build valuation models, charts, and tables to support presentations
  • Assist with the creation of BOVs, Offering Memorandums, and other collateral (InDesign experience a plus)
  • Collaborate with brokers and marketing staff to bring deals to market

The Successful Applicant

  • Bachelor’s or Master’s degree in Real Estate, Finance, Economics, Accounting, or related field
  • Strong knowledge of real estate finance terms and principles
  • Experience building DCF and capitalization models in Excel (coursework acceptable)
  • Proficiency in calculating IRR, ROI, GRM, and other financial metrics
  • Excellent analytical, written, and verbal communication skills
  • Advanced MS Office skills (especially Excel); InDesign proficiency a plus
  • Detail-oriented, self-starter with the ability to manage multiple projects independently

Benefits

Yale Advisors is a forward-thinking, fast-growing company with a reputation for integrity, collaboration, and results. You’ll gain hands-on exposure to national transactions, learn directly from industry leaders, and build a strong foundation for a career in real estate finance and brokerage.

Compensation: $60,000–$70,000 annually, dependent on experience.

Yale Realty & Capital Advisors is an award-winning boutique firm specializing in Manufactured Housing Communities and RV Resorts, exclusively focusing on both brokerage and financing services. The first true fully integrated firm with a dedicated representative in each region of the country to assist MH and RV owners and investors.

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Salary
$60,000 – $70,000 per year
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