2023 Comp Thread RE

Let's hear where comp numbers are coming out to if you have them yet. I would post mine to get us started but have yet to receive.-Firm type/risk profile (repe, lifeco, developer, etc / core, core+, value add, ground up dev, etc)-Market in which you are located-AUM range-New Title & YoE-2023 New Base-2022 bonus % and $-Add'l comp

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This is solid, congrats on the carry - just a few questions if you don’t mind me asking

1. Is that 8 years of experience straight out of U/G?

2. How many hours on average would you estimate?

3. How long has it taken for your carry to reach that number and when do you think it will materialize?

- for context on this, I’m trying to get a sense of how long “long term” carry actually is, or simply put how long it typically takes to actually cash out on it. Im sure it varies based on numerous factors

4. Did you start in acquisitions or a different vertical?

Sorry for the interview and thanks in advance for any response!

 

No problem happy to help:

1. Yes - 8 years of experience since UG. Still in my 20s.

2. 45-50 hours. But I travel almost every week for a night or two, so not sure if you count the overnights (mostly dinners and drinks w/ brokers or GPs)

3. Half of my carry is tied up in funds that were invested 2-3 years ago, and is currently paying out into the next 2-3 years (so 6 year full horizon). Given that they are mostly multifamily assets, I consider that cash at this point. It will likely outperform given where the market is. The other half is currently being deployed. I should mention that on that first half, I renegotiated my % interest about 3 years into working for the company.

4. I started at JLL as an analyst on a investment sales team (mostly focused on industrial)

 

See below for my comp range:

  1. Firm type/risk profile - Investment Manager & Developer (Boutique) / Core +, Value-Add, & Opportunistic.
  2. Market in which you are located - West Coast
  3. AUM range - $1.5 B +/-
  4. Title & YoE - Director of Investments; 10 years from UG
  5. Average Hours - normal weeks = 50 hours. Occasionally (e.g. live deal) add another 10 - 15. Analyst days, on average, I was closer to 65 - 70..
  6. 2021 Compensation - $380,000, broken out as: $210,000 base, $70,000 bonus, and $100,000 carry*.
  7. 2022 Compensation - $250,000 base + 35% +/- bonus + potential carry* (if deals are realized).

*My carry is finally starting to pay out. I received $100K in 2021 and am hoping we harvest another fund in 2022. Irrespective of time, total carry I've been given should be around $1.0M. Could take 5 years before I realize all of this, but discussions are that I will continue to grow with the company as we raise more funds /acquire more deals.

 
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Here is the playbook for our promote structure:

  1. Eligibility - Employee needs to work for the company for 3 years in order for them to be eligible for the carry pool.
  2. Award - After eligibility, founders may award carry to employees. At our company, you don't automatically just get promote if you satisfy #1. You need to be a contributor to the organization /add value. It's completely subjective.
  3. Vesting - Upon award, vesting is set at 3 years. If any promote realized is tied to the carry you've been awarded, you will be paid out based on your vesting schedule. For example /hypothetically: (1) you've been awarded 1.0% carry, (2) carry has vested for 2 years, and (3) promote of $10M is realized in calendar year 2022. At sale /promote realization, you will get a check for $66.6K ($10M x 1.0% = $100K; $100K /3 years = $33.3K; $33.3K x 2 years = $66.6K). At this point, you've realized 2/3 of carry, and upon your third anniversary of award, you will receive another $33.3K.
  4. Vesting - Leave the Company - If you leave company before your carry is vested, you forgo any carry when you leave. If you fully vest and you then leave, you get paid out on a sliding scale based on # of years since you've left. Potentially $0 if the carry is realized 4+years from your leave.
  5. Caveat to All of This - There are terms in the agreement where the founders could literally take away your carry, irrespective of vesting. Yes, I (and other team members) attempted to negotiate this clause out. However, the carry /award was a "take it or leave it" kinda thing.. This, in my opinion, was bs but nothing I could really do. I would imagine if I went to a competitor, they would NOT pay me out. I talked to some of my older mentors, and they've advised me that if I am ever in this situation, that I should lawyer up as he/they believe that there is an argument that if I was awarded and it fully vested, then I have a right to it. Even if there is a kill switch clause...
 

Development + acquisitions (core plus through opportunistic)

DFW

$80B+

MD; 4.5 in development; 9 years total RE exp

$240k base

$80-120k per year bonus

4-7% of GP on all deals. Should clear $750k next year in distro

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