Acquisitions Analyst Offer - Affordable

I recently received an offer at one of the largest owner operators within the affordable housing space as an acquisitions analyst. I’d be supporting a small deal team targeting ~$1Bn portfolios. Comp is not where I want (90k with bonus maxing at 15%). I currently work in a role where I basically do analyst work (as a 3rd party contractor) for a conduit loan (& SASB) origination branch of a large investment bank. Comp is 90k with 25% bonus, but I don’t want to be an originator and don’t like the work.

Are there good exits from affordable housing acquisitions? I’m curious your thoughts here. Also start date isn’t ideal.

I’m based in New York as context.

10 Comments
 

If you're looking to pivot to acquisitions then why would you not take this opportunity? It sounds like you'll get some really great exposure and work on a lot of deals. Not sure how much success you've had in interviews and getting offers. Do you have anything else lined up?

Is your concern getting stuck in affordable housing and not being able to pivot to a different asset class? If so, that's kind of a fallacy. People in the industry do it all the time.

 

I’m precisely concerned about being pidgeon holed early in my career. Also I just got off a call with a mentor and previous boss who is an MD at a large private credit fund and he said cost of capital is high, bad time to be on the equity side and hold out for more options because I’m just starting out (2 years out of undergrad). For context my company has ties to originations teams at name brand banks, and I’ve been offered a lateral to a position like that. So I’ll probably turn this down and lateral accordingly, when the opportunity presents itself.

 
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I don't think being pigeon-holed should be a major concern at this point in your career. You could spend a few years in affordable housing and still pivot to a different asset class afterwards. I'd say 90%+ of acquisition work is transferrable across asset classes.

I'm not disagreeing with your mentor, and it's true the last 2 years have been pretty slow on the acquisition side. That said, deal flow has picked up significantly—I've looked at more than twice as many deals this year compared to the same time last year.

Firms are starting to feel a little more optimistic about acquisitions going forward, and I think you'll see that reflected in the growing number of acquisition jobs out there right now.

This might not be the right fit, but I do think this could be an opportune time to pivot roles and get up to speed as acquisitions ramp up.

 

Curious what you end up doing. At a brokerage on the west coast looking to move to NYC and Interviewed for a similar (potentially the same) role a few weeks back but ended up bailing on it for fear of the same things you’ve spoken about.

 

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