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financial modeling excel real estate underwriting valuation

📋 Description

  • Underwrite investment opportunities using Argus DCF/Excel to assess value and returns
  • Analyze real estate documents (statements, budgets, rent rolls, leases)
  • Identify critical property-level financial issues and provide recommendations
  • Compile and present findings; address broker questions
  • Enhance client engagement with data-backed presentations on risk, return
  • Collaborate across teams to deliver cohesive materials aligned with the Marcus & Millichap brand

🎯 Requirements

  • Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or related field preferred
  • 3+ years CRE underwriting; advanced Excel modeling; 2+ years ARGUS
  • Experience valuing income-producing properties and abstracting leases
  • Ability to build complex cash-flow models and interpret financials
  • Excellent organizational and interpersonal skills; multi-project capability
  • Ability to work with high-performing professionals across disciplines

🎁 Benefits

  • Extended health and dental coverage
  • Paid vacation and statutory holidays
  • Retirement savings options
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