San Diego

Junior Property Manager

San Diego, CA

A private real estate investment firm focused on the acquisition, development and management of retail, office and infill mixed-use properties in select West Coast markets with 10 years of experience in San Diego, is looking for a Junior Property Manager to join their growing team and provide support to their portfolio and property initiatives. Under the direction of VP of Property Management, the Junior/Property Manager is responsible for the day-to-day administration and implementation of those policies, procedures and programs that will ensure well managed and well-maintained properties. The Junior/Property Manager will be assigned to specified action areas at the discretion of the Property Managers to best meet the needs of the portfolio.

Responsibilities

  • Responsible for lease administration duties
  • Monitor collections and coordinate default proceedings.
  • Ensure compliance with Property Management Policies and Procedures, codes, regulations, and governmental agency directives.
  • Complete property inspections: properties may require weekly, monthly, and/or quarterly inspections to be determined by specific asset requirement, company’s best practices, and/or client requirements.
  • Prepare annual operating budget and annual expense reconciliations.
  • Bid, negotiate, and manage conformity with vendor contracts in accordance with company’s contract requirements or client requirements.
  • Maintain interface with accounting team to ensure total contract compliance, including preparation of accurate and timely reporting.
  • Coordinate and oversee on behalf of client, all tenant and building construction work to ensure timely and accurate completion of all construction work at property.
  • Overseeing and coordinating property management, maintenance, and construction activities associated with commercial tenants.
  • Interacts with tenants in person by visiting properties, automobile travel is required.
  • Responsible for the prompt and positive response to requests from tenants, constantly assess tenant needs and assure problems are being solved promptly, to the mutual benefit of the tenant and properties, including preparing, dispatching and tracking tenant work orders.
  • May be engaged in the selection of contract services, vendor negotiations for service agreements and day-to-day monitoring of vendor performance to assure full compliance with standards established within the respective service agreements, including Certificates of Insurance.
  • Accounting processes which include, but is not limited to, completing property management / accounting forms as required, coding invoices, reviewing Accounts Receivable reports, and assisting in the collection of rents.
  • Involved in the administration of all tenant leases to assure full compliance with lease provisions, including Certificates of Insurance.
  • Answers telephone, screens calls, transfer callers to voice mail, or take messages to facilitate communications and contacts.
  • Participate in various meetings and training activities as designated by the Property Managers or higher-level management.

Requirements

  • 2 to 5 years of experience in Property Management, Commercial experience preferred.
  • Proficiency in Microsoft Office, Excel and experience with Yardi platform
  • Strong written and verbal communication skills with the ability to covey information concisely
  • Highly organized with a demonstrated ability to prioritize and multi-task
  • Ability to handle general administration of the property in the absence of the VP Property Management, or when otherwise called upon
  • Strong written and verbal skills, with the ability to produce communications and other materials that are effective and of a professional nature
  • Computer proficiency with strong knowledge of Outlook, Word, Excel, and the ability to learn specific software programs as needed; Yardi experience a plus
  • Self-starter with strong organizational and problem-solving skills
  • Must be able to work in a fast-paced, team-oriented environment with multiple deadlines, and adapt readily to changing priorities
  • Capable of delivering superior customer service to tenants and clients
  • Ability to maintain an approachable, friendly demeanor when working with competing priorities and demands
  • Must be able to develop effective working relationships with co-workers, vendors, contractors, and tenants

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Transaction Manager

A stable and growing commercial real estate investor is seeking a detail‐oriented and enthusiastic Transaction Manager with strong organizational and communication skills. The Transaction Manager’s responsibilities will include overseeing documentation, critical dates, and escrow/title matters, facilitating exchanges, supporting insurance renewals, and risk management activities for the firm. The ideal candidate will have an extensive background in commercial real estate, exhibit a high degree of professionalism, and ability to support the exponential growth of the business.

Responsibilities

  • Coordinate transactions for acquisitions, dispositions, financings and refinancings.
  • Manage transactions to timely completion and file all required documentation and paperwork including but not limited to setting up new entities, obtaining FEIN, preparing organization charts, corporate resolutions.
  • Oversee the hiring of all third-party reports including, survey, PCA, environmental, zoning and more.
  • Coordinate onsite visits for third parties, including the creation of data rooms.
  • Maintain critical dates, ensures company adhering to critical dates, executes deposits, follows up with individuals as needed to ensure all deadlines are met and contingencies are released.
  • Act as the key contact with Escrow/title ensuring timely; sets up escrow, reviews the title, submits items for escrow, and reviews the settlement statement.
  • Set up transfer of funds to/from accommodator for exchanges.
  • Play a key role in the annual renewal of insurance, ensures that insurance requirements of new and existing loans are consistent with insurance policies and acts as a key conduit between lender, owner and insurance broker.
  • Manage all insurance claims, including submitting claims, coordinating with carriers and their chosen attorneys to oversee insurance-related litigation.
  • Assist with ad hoc property management, asset management, finance and accounting needs, including review of easements, and service contracts.

Requirements

  • 3+ years of real estate experience with a focus on real estate transactions, such as acquisitions, dispositions, and financing.
  • A bachelor’s degree in business, finance, real estate, or a related field is preferred.
  • Strong understanding of real estate transactions, including legal, financial, and regulatory aspects.
  • Familiarity with legal documents, contracts, and agreements involved in real estate transactions.
  • Strong negotiation abilities and effective communication skills to interact with stakeholders.
  • Meticulous attention to detail in reviewing transaction documentation and identifying potential risks.
  • Excellent organizational and project management skills to handle multiple transactions simultaneously.
  • Strong analytical and problem-solving skills to evaluate complex transaction structures and assess risks and opportunities.
  • Ability to work effectively in a team environment and coordinate with various stakeholders.
  • Adherence to ethical standards and compliance with legal and regulatory requirements.

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Development Manager

San Diego, CA

A self-capitalized and vertically integrated multi-family investment and development company is looking for a Development Manager to join their North County San Diego team and execute on their robust $1.0 billion development pipeline. The Development Manager will assist the Senior Vice President of Development and executive team, acting as a project executive and overseeing
all aspects of large scale ground up, multifamily development projects.

The Development Manager will be responsible for site due diligence and the subsequent A&E process through securing necessary construction permits. During construction, this individual works with the in-house construction support team in coordinating with the general contractor and other consultants. The candidate will have a demonstrated track record of taking projects from initial concept through planning, obtaining entitlements, budgeting, design development, construction and ultimately delivering quality projects to the market.

This is a fantastic and unique opportunity to act as a “developer within the developer” along with a group of seasoned and likeminded professionals in a collaborative, high growth environment. The company is in an entrepreneurial, hands-on family office that is in hyper growth mode with a substantial pipeline of suburban, walk up style apartment complexes located in tertiary markets throughout the western United States.

Responsibilities

  • Research, build relationships and expertise about apartment markets in targeted cities.
  • Identify, underwrite, and close on land acquisitions for multifamily development projects.
  • Prepare financial, physical, and entitlement analyses of prospective acquisitions.
  • Prepare and manage detailed project pro formas and financial models in Microsoft Excel.
  • Work with Construction team to develop and update cost estimates for project as well as incorporate costs within larger project budget.
  • Engage with city and community stakeholders to secure support for prospective projects with the assistance of management and consultants.
  • Organize, lead and obtain all necessary entitlements and permits for projects.
  • Evaluate, select, engage, coordinate and lead architects, engineers, and other consultants.
  • Manage the design process to reflect the desired vision via the architecture and
  • engineering team to meet business plan goals.
  • Participate in all owner-architect-contractor (OAC) meetings and lead coordination efforts to ensure design and construction issues are being resolved by the project team.
  • Manage, review, produce and circulate meeting minutes, submittals, RFIs, change orders field observation and other regular reporting to the project team and appropriate parties.
  • Lead review of all phases of schematic design, design development, and construction documents to ensure proper coordination of project team.
  • Work with the Construction and Legal teams to identify potential contractors, obtain bids, negotiate terms, and execute construction and consultant contracts.
  • Actively seek to identify and implement value engineering and cost saving opportunities.
  • Secure, review, and monitor construction schedules.
  • Prepare and compile information to help obtain and manage construction loans,
  • permanent loans, and other financing.
  • Manage project budgets and engage in job cost accounting and loan draw processes.
  • Ensure that insurance requirements are attained and adhered to.
  • Work with accounting staff to produce monthly budget forecast and manage any variances.
  • Perform periodic site visits to maintain contact with the construction manager and general contractor team to monitor project progress and handle issues in person.
  • Oversee and assist as necessary with company’s onsite construction manager and third party contractor to manage inspector and other pertinent regulatory agency relationships.
  • Lead and coordinate the pay application process with the company’s onsite construction manager and accounting staff.
  • Work with the company’s onsite construction manager to ensure that projects are delivered on time, on budget, and to the required quality standard.
  • Collaborate and solve project problems to enable work to proceed.
  • Identify and manage opportunities and risks to achieve the best possible impact on the project’s schedule and financial outcome.
  • Help coordinate transition from construction to residential operations and initial occupancy.
  • Prepare regular reports and project summaries on the status of the project.
  • Provide monthly project and budget updates and as warranted to company’s executives.
  • Coordinate with asset management, property management, and consultants to develop a comprehensive marketing, branding and leasing campaign with all the required materials and collateral.
  • Coordinate the opening and furnishing of the clubhouse, leasing office, and model units.
  • Manage, review, produce and circulate meeting minutes, submittals, RFIs, change orders field observation and other regular reporting to the project team and appropriate parties.
  • Lead review of all phases of schematic design, design development, and construction documents to ensure proper coordination of project team.
  • Work with the Construction and Legal teams to identify potential contractors, obtain bids, negotiate terms, and execute construction and consultant contracts.
  • Actively seek to identify and implement value engineering and cost saving opportunities.
  • Secure, review, and monitor construction schedules.
  • Prepare and compile information to help obtain and manage construction loans, permanent loans, and other financing.
  • Manage project budgets and engage in job cost accounting and loan draw processes.
  • Ensure that insurance requirements are attained and adhered to.
  • Work with accounting staff to produce monthly budget forecast and manage any variances.
  • Perform periodic site visits to maintain contact with the construction manager and general contractor team to monitor project progress and handle issues in person.
  • Oversee and assist as necessary with company’s onsite construction manager and third party contractor to manage inspector and other pertinent regulatory agency relationships.
  • Lead and coordinate the pay application process with the company’s onsite construction manager and accounting staff.
  • Work with the company’s onsite construction manager to ensure that projects are delivered on time, on budget, and to the required quality standard.
  • Collaborate and solve project problems to enable work to proceed.
  • Identify and manage opportunities and risks to achieve the best possible impact on the project’s schedule and financial outcome.
  • Help coordinate transition from construction to residential operations and initial occupancy.
  • Prepare regular reports and project summaries on the status of the project.
  • Provide monthly project and budget updates and as warranted to company’s executives.
  • Coordinate with asset management, property management, and consultants to develop a comprehensive marketing, branding and leasing campaign with all the required materials and collateral.
  • Coordinate the opening and furnishing of the clubhouse, leasing office, and model units.

Requirements

  • 5 years minimum of direct real estate development experience
  • Experience with multifamily development projects preferred
  • Bachelor’s Degree in engineering, architecture, real estate development, or business, or comparable training and experience required. MBA or Masters preferred.
  • Minimum of 5 years in multifamily ground up real estate development experience.
  • Experience in multiple aspects of the real estate development process (acquisitions, financial analysis, entitlement, design, pre-construction, construction management, marketing).
  • Strong analytical abilities – must be able to navigate a full financial model and reconcile budgets
  • Organization and attention to detail.
  • Ability to work in a dynamic, fast paced environment.
  • Executive presence, communication and leadership.
  • Master’s Degree or MBA.
  • Seven years of multifamily ground up real estate development experience.
  • Emphasis on experience in the design and construction phases.
  • Ability to work with Company leadership closely and effectively.
  • High level of energy and ability to get along with all personality types.
  • Self-sufficient and able to prioritize and delegate.
  • Attention to detail.
  • Experience using Microsoft Office and Procore.
  • Ability to travel as necessary.

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Assistant Controller

San Diego, CA – Remote

A stable, self-capitalized real estate investor and operator with a portfolio of retail, industrial, office and land assets is looking for an Assistant Controller/Controller to help streamline and build their finance and accounting team. The Assistant Controller will be responsible for overseeing the accounting and financial reporting functions of the company’s portfolio of properties, ensuring compliance with GAAP and tax regulations, and managing the external audit process. This key individual will also be involved in budgeting, forecasting, cash flow analysis, and special projects.

This Assistant Controller/Controller will demonstrate strong knowledge of the real estate industry and its accounting standards, as well as experience with Yardi accounting software. They will also have excellent communication, analytical, and problem-solving skills, and be able to work independently and as part of a team. This person will report directly to the Managing Director of Finance and work closely with other departments and external stakeholders.

Responsibilities

  • Prepare and review monthly, quarterly, and annual financial accounting entries, consolidations, income allocations, and capital processing. 
  • Review reports from 3rd party managers for the portfolio of properties, ensuring accuracy and completeness.
  • Coordinate third party CPA firms accounting process, including preparing schedules, responding to inquiries, and resolving issues.
  • Ensure compliance with GAAP, tax regulations, and internal policies and procedures, and research and implement new accounting standards and best practices.
  • Assist with the preparation and review of budgets, forecasts, and business plans.
  • Supervise and mentor the accounting staff, and provide guidance and training on accounting issues and Yardi software.
  • Participate in special projects and ad hoc requests.

Requirements

  • Five to seven years of accounting experience in the real estate industry, preferably with a public accounting firm or a real estate investment company.
  • Bachelor’s degree in accounting, finance, or related field.
  • CPA certification required.
  • Proficient in Yardi accounting software and Microsoft Office applications, especially Excel.
  • Strong knowledge of GAAP, tax regulations, and real estate accounting standards and practices.
  • Excellent communication, analytical, and problem-solving skills, and attention to detail.
  • Ability to work independently and as part of a team, and to manage multiple tasks and deadlines.
  • Experience in supervising and mentoring accounting staff preferred.

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