职业Pivot into Investment Sales
我正在寻找枢纽crE。我针对一家高级经纪公司的投资销售分析师/合伙人的入门级角色。我被很多人告诉我crE专业人士认为这是一个很好的起点，但是我还被告知，与一支稳定的交易流程保持一致的优秀团队非常重要。我意识到，由于加息和未来的额外增长不确定性，整个市场都处于低迷状态。尽管如此，我还是有几个问题：
我如何确保我正在采访的团队很强大（看到一致的交易流量？）是否有适当的方式在面试中提出这一点？我知道还有其他资源像Tramanbetx3.0手机客户端ded.co一样，您可以在其中看到公开的交易，但是从外部的角度来看，很难对此进行评估。
I am attracted to the institutional side of investment sales, as I have been told the larger deals provide more exposure to underwriting and also allows you to gain stronger connections with prestigious principal side investment firms. I also realize breaking into teams like these is much tougher, especially someone who doesn't have a traditional RE background. Is Middle Markets still a great place to begin? Is it possible to pivot onto an institutional team once within a top firm? Or are you usually pigeonholed to stay on the team you begin with?
Thank you all for any advice.
Comments (10）
1.哟u can check their website to see how many listings they have, since that would mean a lot of their BOV's are going to OM's. You could also just ask the brokers that you'd be working for. Considering that you would be putting your career on the line by working for them, it's on them to bring in deals so it isn't frowned upon to ask how their deal flow is looking. Besides, if it is going well for them currently then they would be looking to brag anyways.
2.这似乎是两个部分问题：
- Middle market brokerage means you will bedealing with REPE或开发商店相对较小，可能会定期在$ 1-15毫米范围内完成交易，偶尔交易$ 20mm+交易。这没有什么错，而更多的中间市场买方商店将have $500MM portfolios that are filled with these types of deals so you wouldn't be going from STNL or 5-unitMFto institutional assets or anything that drastic. Going to CBRE/JLL/Newmark/CW/etc. will open more doors for you, but even going to a M&M or more boutique brokerage won't hold you back from eventually transitioning to a principle role.
- I started at as a brokerage analyst before eventually transitioning over to the买一面, and I was on an institutional team so take this with a grain of salt. I wasn't aware of anyone in our office that went from a middle market to institutional asset team. Not to say that it couldn't be done, but I didn't see it happen back when I was in brokerage. I would imagine that if you were on a retail team to start and doing small strip centers, there wouldn't be a broker in the same office that was doing power centers a few desks down. Typically from what I've seen, is that the same lead broker's name will be on every OM and they would have jr brokers that would specialize under them and bring in deals that you would work on. In my personal experience we had 3 lead brokers and 6 jr brokers on our team with 3 analysts. Some of the jr agents would bring in deals that would be valued at around $5MM regularly and some would be $40MM+ but the same asset class. Maybe times have changed, but our office was segmented by asset class and not Middle MarketMF然后有3个桌子是进行机构的分析师MF。
If your eventual goal is to go to theMF然后，我会说坚持使用CBRE/JLL类型，并尝试与您想在职业生涯后期投资的资产类别的团队。即使您获得了CBRE/仲量联j，并且在工业中，但想稍后再去多户家庭，那将是一个困难pitch对于未来的雇主而言，不仅仅是在精品经纪公司进行多户家庭。
非常感谢。真的很有帮助。我最大的担忧是在一个强大的团队中，我将获得尽可能多的交易。
只要我正在做的工作在智力上刺激，包括承保，而不仅仅是勘探和冷呼叫。我会很高兴。
您可能会感到失望，但是一个IS团队的典型结构将拥有一职（分析师），他们只专注于承保。JR经纪人（同事，高级同事）几乎总是要承担创造新业务并将其交给老年人（在最初的几年中）的任务。如果幸运的话，IS方面的某些助理职位将使您在第一年/两年的薪水或为您提供平局。并非总是如此：我已经看到了具有Excel/ Argus经验协助承保过程的即将到来的合伙人。据我所知，员工正在砸碎电话，涵盖旅行，设置球场并有时协助承保。
Regarding deal flow, I would recommend looking them up on their company website - Many will have significant transaction lists which will showcase their work. For more current material I like to investigate through LinkedIn. In my market, the IS teams at the big shops (JLL, CBRE, Cush) upload a post every time they close a transaction.
哟u're going to see quite a bit change in the next year inside of IS. If you can weather the storm, there will be tons of opportunity.
What market are you in? What's your background?
如果有人想现在就雇用，那么他们很可能是一支强大的团队。大多数经纪人都在考虑修剪脂肪和减少，以防量减少。
只需问他们一直在做什么样的卷即可。如果您想更具体地问他们以来，自六月债务爆炸以来，他们做了什么。如果他们仍然能够完成工作，这将使您有一种感觉。
纽约。I do not come from finance orcrEbackground. Without giving too much away, I have 5 YOE in sales performance analysis/strategy. Been promoted several times, and worked at two行业领先的财富500公司。我是Excel的专家，有与高价值外部客户合作的经验。我相信我有很多可转移的经验，而且我已经完成了crE建模课程迅速发展。
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Learn more有了您的背景，您没有理由无法闯入并弄清楚它。必须表明饥饿和坚韧得以去找工作，有人会尊重喧嚣并雇用您。这很值得。
Both your questions can be answered the same. Any IS team at JLL and CBRE in a HCOL city will have good deal flow and institutional clients.
在JLL和CBRE之外，您需要更具选择性。CW也有一些非常好的球队。
正如某些人提到的那样，投资销量现在正在放缓，但是总有一个团队希望填补职位。目前，我认为您将在团队专注于多户家庭或工业作为资产类别的情况下找到更多机会。由于WFH趋势和入住水平下降，现在很难办公。在过去的几年中，零售业也有问题，但是许多团队仍然表现良好。
To focus on institutional deals, you can research online to find out who is doing $100M+ deals in the market where you live. Also, teams will often say that they specialize in institutional deals on their company website bios and/or LinkedIn. Look for vice chairman at CBRE, JLL, Cushman, and Newmark that specialize in investment sales / capital markets in the location that you want to work. Then do some research on them and contact them directly or the company they work for regarding entry level positions. Also, anyopportunity at Eastdil Securedwould be consistent with what you are looking for.
您应该与人建立联系crE行业并接触上面提到的群体。当您建立联系并建立关系时，请尝试连接点，看看他们是否认识任何人。您的简历/申请以及代表您伸出援手的人将有很长的路要走。另外，如果您与上述公司申请职位，您最初可能会与经理会面，并且可以解释您正在寻找的内容，然后他们可以尝试将您引导到顶级团队，假设他们正在寻找成长。
至于从一支专注于中间市场交易的团队开始，我将尝试从您想长期开始的地方开始。您可以过渡，但是要获得所需的位置并不难，因此您不妨做自己想做的事。
I would also look at debt/equity teams at JLL, Newmark and CBRE.
我可以问你在哪里吗？
纽约。有关背景的更多信息，请参见上文
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