Real Estate Analyst - Trez Forman Capital

January 02, 2018
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Trez Forman Capital

Boynton Beach, Florida 33426

As a Real Estate Analyst for our underwriting group, you will have an active role in analyzing real estate investment opportunities across various asset classes (including 1st mortgages and subordinate debt) and property types.  The ideal candidate will be highly organized, have excellent verbal and written communication skills and have some experience reading/analyzing financial statements.


Trez Forman Capital, backed by the security of a partnership with more than $2 billion in assets under management, provides flexible, short-term financing ($5M to $75M+) to purchase, refinance, reposition, or develop commercial property.  Recently, Trez Forman Capital was formed by the strategic partnership of Forman Capital LLC with Trez Capital Group LP.  Collectively they have funded more than $7 billion in loans throughout the United States and Canada since 1997. 


This individual’s responsibilities will include, but are not limited to:

  • Assisting with drafting proposals and detailed investment memorandums
  • Full financial modeling and analysis of proposed investment structure
  • Performing full due diligence and financial analysis on qualified opportunities
  • Investment return and sensitivity analysis
  • Identification of risks and mitigating factors
  • Manage, communicate, coordinate with third party professionals
  • Performing market research for commercial real estate related activities including comparable rents and sales, absorption, growth, market trends and demographics
  • Filter and organize information to help maximize efficiencies
  • Establish and maintain record keeping and filing systems
  • Track local market conditions and market trends
  • Benchmark key metrics
  • Data aggregation, assimilation and input



  • Ability to learn quickly
  • Ability to work as part of a team
  • Ability to multitask and manage multiple priorities
  • Strong drive to take on responsibility
  • Strong analytical ability, highly organized and detail oriented
  • Excellent analytical and problem solving skills
  • Excellent written and verbal communication skills
  • Strong interpersonal skills to forge relationships both internally and externally
  • Willingness to put group goals first and an ability to thrive as part of a team
  • Extremely strong writing and communication skills
  • Proficient in Microsoft Excel and Word, Costar
  • Genuine interest in real estate


Qualifications & Requirements:

  • 3+ years of experience in real estate or real estate finance industry REQUIRED
  • The ideal candidate will thrive in a highly entrepreneurial and fast moving environment
  • Must be a self-starter and has the ability to multitask and manage multiple priorities
  • Must have excellent verbal and written communication, analytical, decision-making and follow-up skills
  • High level of interest in real estate or real estate finance industry, industry experience a plus
  • Highly proficient in MS Office applications (specifically Outlook, Excel and Word)


Why join Trez Forman Capital:

  • Entrepreneurial, team oriented culture
  • Flat organization structure – all team members are principally involved in transactions
  • Institutional financial backing
  • Great work environment



  • Start Date: Immediately


Trez Forman Capital is an equal opportunity employer, committed to a diverse work culture.