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Equity Reit Analyst Jobs in California (NOW HIRING)

American Healthcare REIT

Staff Accountant

Irvine, CA · On-site

$60K - $75K/yr

Trend Analysis * Review fixed asset report generated by the FAM System and ensure proper ... Eligible for Long-Term Incentive Plan (LTIP) or Equity Participation Pay: $60,000.00 - $75,000.00 ...

Deloitte

Tax Manager - Real Estate

Costa Mesa, CA

$119K - $156K/yr

Your advisory work will address REIT qualification, the impact of tax reform on pass-through ... tax analysis, technology, and data-driven insights to develop effective client solutions. You'll ...

Deloitte

Tax Manager - Real Estate

Los Angeles, CA · On-site

$119K - $156K/yr

Your advisory work will address REIT qualification, the impact of tax reform on pass-through ... tax analysis, technology, and data-driven insights to develop effective client solutions. You'll ...

Deloitte

Tax Manager - Real Estate

San Diego, CA · On-site

$117K - $154K/yr

Your advisory work will address REIT qualification, the impact of tax reform on pass-through ... tax analysis, technology, and data-driven insights to develop effective client solutions. You'll ...

Deloitte

Tax Manager - Real Estate

San Francisco, CA · On-site

$130K - $171K/yr

Your advisory work will address REIT qualification, the impact of tax reform on pass-through ... tax analysis, technology, and data-driven insights to develop effective client solutions. You'll ...

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Equity Reit Analyst information

What is an equity REIT analyst?

An Equity REIT Analyst evaluates real estate investment trusts (REITs) that own and manage income-generating properties. They analyze financial statements, market trends, and property performance to assess investment potential. Their role involves building financial models, conducting valuations, and making recommendations on REIT stocks. Analysts also track economic factors influencing real estate markets and communicate insights to investment teams or clients.

What are the typical day-to-day responsibilities of an equity REIT analyst?

On a daily basis, Equity REIT Analysts conduct financial modeling and valuation of publicly traded real estate investment trusts (REITs), monitor market and property trends, and prepare research reports or investment recommendations. They frequently collaborate with portfolio managers, senior analysts, and investor relations teams to discuss insights and support investment decisions. Analysts may also attend earnings calls, industry conferences, and regularly update internal databases with the latest REIT performance metrics. This dynamic role allows for continual learning about real estate sectors while honing quantitative and qualitative analysis skills essential for career advancement.

What are the key skills and qualifications needed to thrive in the equity REIT analyst position, and why are they important?

To succeed as an Equity REIT Analyst, candidates require strong financial analysis, modeling skills, and a deep understanding of real estate markets, often supported by a degree in finance, economics, or a related field. Familiarity with Excel, Bloomberg, and financial research databases as well as certifications such as CFA or progress toward one are highly valued. Outstanding analytical thinking, attention to detail, and strong written and verbal communication skills distinguish top performers. These competencies are vital for making accurate investment recommendations, effectively presenting findings, and collaborating with stakeholders in fast-paced investment environments.

What are popular job titles related to Equity Reit Analyst jobs in California?

For Equity Reit Analyst jobs in California, the most frequently searched job titles are:

What job categories do people searching Equity Reit Analyst jobs in California look for?

The top searched job categories for Equity Reit Analyst jobs in California are:

Equity Reit Analyst jobs near you

Senior Analyst - Corporate Finance and Financial Planning Analysis

Kilroy Realty Corp.

Los Angeles, CA • On-site

$92K - $114K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 27 days ago

Job description

About the Opportunity
This position is responsible for supporting the Corporate Finance and Financial Planning and Analysis (FP&A) groups with budgeting and forecasting, analyzing drivers and variances, maintaining dynamic financial models, and contributing to corporate finance-related projects, including capital market strategies, conference call preparation, corporate presentations, treasury-related items, Board reporting, and investor-related analyses. This position reports to the Director of Financial Planning & Analysis.
This Senior Analyst role is expected to operate with a higher level of ownership than the Analyst role, including greater responsibility for financial model integrity, forecast validation, variance analysis, cross-functional assumptions, and executive-ready reporting used to support strategic decision-making.
Opportunity Requirements
  • Bachelor's Degree in finance, accounting, economics, real estate, or related field.
  • Prior analytical role with 3-5+ years of relevant experience in finance, FP&A, corporate finance, real estate finance, investment banking, REIT analysis, capital markets, or a related analytical function.
  • Strong proficiency in Excel modeling skills, including creating dynamic financial models and maintaining complex corporate forecast models.
  • Knowledge of financial statements and the flow of information among the income statement, balance sheet, and cash flow statement.
  • Knowledge of real estate fundamentals, preferably REITs.
  • Ability to demonstrate effective verbal and presentation / communication skills. Must be capable of dealing with all levels of management, including senior executives.
  • Knowledge of finance, accounting, budgeting, forecasting, and cost control principles, including Generally Accepted Accounting Principles, would be helpful.
  • Wall Street investment banking, capital markets, treasury, or investor relations experience is a plus given the required interaction with various banks, research analysts, and investor-facing materials.
  • Yardi, Argus Enterprise, Power BI, Tableau, or other financial planning and reporting system experience is a plus.
Summary of Responsibilities
The core responsibilities of this position include, but are not limited to the following:
Corporate Finance / Financial Planning and Analysis
  • Develop and maintain annual budget and monthly forecast models by aggregating and translating key business assumptions from cross-functional teams into comprehensive financial projections, including:
  • Leasing and occupancy forecasts
  • Property-level operating expense and CAM recovery assumptions
  • Corporate expense planning and headcount modeling
  • Debt, financing, and capital structure assumptions
  • Acquisition, disposition, and development underwriting analyses
  • Portfolio performance metrics, including occupancy, leasing activity, revenue recognition, and other key operating indicators
  • Perform variance, sensitivity, and scenario analyses to evaluate the financial impact of changing assumptions and support strategic decision-making.
  • Ensure the accuracy, consistency, and integrity of financial models through ongoing validation, reconciliation, and monitoring of key operational and financial drivers.
  • Own and manage the Corporate Model for quarterly forecasting and ad-hoc analysis for acquisitions, dispositions, capital transactions, and other strategic considerations.
  • Track company metrics such as FFO, FAD, NOI, occupancy, same-store performance, operating margins, capex, leasing data, and revenue recognition.
  • Prepare and explain cash and GAAP variance analyses for current forecast compared to budget, prior forecast, and prior periods.
  • Work with Asset Management, Accounting, Treasury, and other business partners to review property-level and corporate-level analyses and help explain variances.
Corporate Finance, Treasury and Capital Markets
  • Assist the Senior Vice President with liquidity forecasting projections, capital planning, and raising capital.
  • Support analyses related to debt and equity financing alternatives, refinancing activity, liquidity, and capital allocation decisions.
  • Assist the Corporate Finance team with market statistics, peer benchmarking, public REIT trends, and quarterly conference call preparation.
  • Review covenant and financial reporting packages, including secured debt compliance requirements.
  • Support treasury-related reporting, forecasts, and ad hoc corporate finance analyses as requested.
Earnings, Investor Relations and Board Support
  • Prepare assigned support schedules and analyses for quarterly earnings call preparation.
  • Assist with investor presentations, other investor-related events, and NAREIT conference materials.
  • Assist in the preparation of Board of Director reports and executive presentation materials.
  • Conduct benchmarking and competitive analyses of public REIT peers and relevant market data.
Technology, Reporting and Process Improvement
  • Assist with financial dashboard development, report automation, and enhancement of planning and reporting processes.
  • Support technology platform and software implementation efforts related to financial planning, forecasting, reporting, and analytics.
  • Identify opportunities to improve reporting accuracy, efficiency, and usability for finance and business leaders.
  • Other duties as assigned.

What we offer
At Kilroy, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within the role. The base pay range for this role is between $117,000 and $140,000 and your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is eligible for an annual discretionary bonus as well.
Our comprehensive group health benefits program is built around your total health and provides employees and their families with care and coverage designed to help you thrive. Our health and wellness program offerings include medical, dental, vision, with FSA, HSA options, Group Life & Disability, LTD coverage and much more. Ancillary programs include a retirement savings plan with a competitive employer match, employee support programs like our parental leave coaching program, wellness, and commuter benefits, just to name a few. We invite you to visit our website at www.kilroyrealty.com to learn more.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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