Transaction Coordinator – Real Estate Private Equity

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the management of acquisitions and dispositions from the signed LOI and PSA through to closing and post-closing stages.

• Develop and sustain the master deal calendar, monitoring deposits, due diligence expiration, financing contingencies, and closing processes.

• Take charge of closing checklists and coordinate deliverables among internal teams, attorneys, lenders, title, escrow, and counterparties.

• Conduct weekly deal status meetings and distribute action items along with updated trackers.

• Highlight risks, unresolved issues, and any delays in timelines to the deal team.

• Prepare lists for seller due diligence requests and manage virtual data rooms effectively.

• Monitor diligence items and follow up on any outstanding requests.

• Request and manage third-party reports, including Phase I ESAs, property condition assessments, ALTA surveys, zoning reports, appraisals, and seismic studies.

• Oversee lease audits, abstracts, estoppel certificates, and SNDAs.

• Evaluate title commitments, survey exceptions, and UCC, lien, and litigation searches; alert counsel to any issues.

• Assist in the review of rent rolls, operating statements, service contracts, and CAM reconciliations.

• Summarize diligence findings in memos for both the deal team and the investment committee.

• Organize document execution, signatures, closing deliverables, funding, and wire transfer instructions.

• Facilitate lender requirements, insurance certificates, and entity documents.

• Aid in entity formation and maintain organizational charts and authority documents.

• Manage the transition to asset management, property management, and accounting teams.

• Compile and store final closing binders and executed documents.

• Assemble sell-side data rooms, address buyer diligence requests, and coordinate site visits and inspections.

• Track buyer deliverables, deposits, and contingency timelines.

• Maintain the deal pipeline and transaction trackers using Dealpath, Salesforce, or Excel.

• Assist with investor reporting, lender reporting, and audit inquiries.

⛳️ Requirements

• Bachelor's degree in real estate, finance, business, or a relevant field.

• Minimum of 3 years of experience in commercial real estate transactions, working as a transaction coordinator, closing coordinator, paralegal, or analyst in a private equity firm, REIT, development company, law firm, or title company.

• Practical experience in managing due diligence and closings for income-generating commercial properties.

• Proficient understanding of PSAs, title commitments, surveys, leases, estoppels, and third-party reports.

• Advanced skills in Excel and a strong command of Microsoft Office applications.

• Familiarity with virtual data rooms such as Datasite, Intralinks, or Box.

• Preferred: Experience across various asset classes: multifamily, industrial, office, retail.

• Preferred: Exposure to acquisition financing and loan closing processes.

• Preferred: Paralegal certificate or real estate license.

• Preferred: Knowledge of Dealpath, Yardi, or similar platforms.

🏝️ Benefits

• Competitive base salary with an annual discretionary bonus.

• Comprehensive health, dental, and vision insurance.

• 401(k) plan with matching contributions.

• Generous paid time off policy.