Research Analyst - Creation

Position Overview

The Research Analyst will be responsible for various projects pertaining to market analysis and special projects. The
Commercial Real Estate Research Analyst will work closely with the Creation Equity ("CRE") transaction leads and
founders to identify new business opportunities in existing and prospective CRE markets and asset classes, as well
as assist in reporting and strategic analysis across the CRE portfolio.
Functions of Position
• Research and analyze market information through internal and external sources, while working to develop
the appropriate business intelligence analytics, reports, and tools to effectively deliver business insights; the
research analyst shall prepare recurring reports to CRE leadership detailing:
o Nationwide supply/demand data as needed, relating to all property sectors of business including
but not limited to hospitality, industrial, retail, multifamily, etc.
o Submarket Data (supply/demand) in key submarkets where CRE is active, including Phoenix,
DFW, and New York/Northern New Jersey
o Key lease and sale transactions in each submarket, which are identified through due diligence,
CoStar, brokerage firms, city websites and others.
• Collaborate with Founders, Principals, and VP Transactions to identify new acquisition and development
opportunities as follows:
o Work with Founders, Principals, and VP Transactions to determine site selection criteria
(submarket, size, etc.); research availability using existing tools (costar, loopnet) and additional due
diligence (brokerage firms, direct outreach)
o Identify and track potential development sites based on site selection criteria above
o Identify redevelopment opportunities, including non-performing office/retail that can be converted to
industrial or data center developments
• Identify at-risk loans on underperforming assets that may result in future development or redevelopment
opportunities
• Work with CIO to develop and maintain database of family offices for potential equity relationships
• Track and monitor key dates across the portfolio, including loan, JV, and lease completion deadlines, loan
maturities, lockout dates, etc.
• Foster a positive and effective customer and team-oriented work environment that facilitates collaborative
relationships with all the various departments.
• Participate in special projects and performing additional duties as needed

Required Attributes
The Research Analyst should possess the following attributes:
• Proactive
• TEAM Spirit
• Bachelor's Degree in Real Estate, Business or Finance preferred but not required
• Experience in commercial real estate, brokerage, or development preferred but not required
• Proficiency with Microsoft Excel, Word, Outlook, PowerPoint, Adobe required; Costar, Trepp, Loopnet
experience preferred but not required
• Proven verbal/written communication and organizational and time-management skills
• Decision Making: Assess situations to determine the importance, urgency, and risks, and make clear
decisions which are timely and in the best interests of the organization.
• Problem Solving: Assess problem situations to identify causes, gather and process relevant information,
generate possible solutions, and make recommendations and/or resolve the problem.
• Behave Ethically: Understand ethical behavior and business practices and ensure own behavior and the
behavior of others are consistent with these standards and align with the values of the organization

Reporting
The Research Analyst will report to the Vice President of Accounting and Finance.

Evaluation
Annual review by Vice President of Accounting and Finance to include peer input. Review will be based on
interactions and engagement with the TEAM, evidence of how you demonstrate company values, ability to manage
workload and competency in the execution of your duties. A positive attitude, interactions with clients, and team spirit
will have a lot to do with the overall review.

Equal Employment Opportunity

Creation Equity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the Team.