New Firm is Complete Shit / Guidance

Joined a few months ago to a real estate firm with multiple billion in AUM, all internally funded, there are no LP’s; owner is a multi billionaire. My boss is a pretty easy going guy, quite smart, but office is a complete shit show. There is no structure in the underwriting process, info is all over the place, tons of tension between employees, and no infrastructure whatsoever.

I’m completely aware that RE is not the most complicated asset class, but the materials and work styles I have to work with are shit. The models they make me work with are extremely complicated, and I do not have the experience yet to build from scratch my own models, primarily because of my lack of experience in RE.

I’m still relatively new to RE, was in other industries before (PE/AM), but im starting to think I’m learning from a shit show, extremely toxic, and deals are way too untraditional, which isn’t good in the long run.

Any thoughts or advice on how to approach this? I feel like I’m going to get the hang of it eventually but at a high price.

In addition, if anyone has Ground UP Multifamily and Multifamily Value Add model templates that they can share with me, I will be eternally grateful.

14 Comments
 

Based on the most helpful WSO content, here are some thoughts and advice on how to approach your situation:

Addressing the Current Work Environment:

  1. Structure and Organization:

    • Proactive Communication: Start by having a candid conversation with your boss about the lack of structure and the challenges you're facing. Offer to help streamline processes and create a more organized workflow.
    • Documentation: Begin documenting processes and creating a standardized underwriting process. This can help reduce the chaos and provide a reference for everyone in the office.
  2. Learning and Development:

    • Self-Education: Since you're relatively new to RE, take the initiative to educate yourself. Utilize resources like professional libraries, online courses, and industry publications.
    • Mentorship: Seek out mentors within or outside your firm who can provide guidance and support as you navigate the complexities of real estate.
  3. Dealing with Toxicity:

    • Professionalism: Maintain a professional demeanor and avoid getting involved in office politics. Focus on your work and personal growth.
    • Support Network: Build a support network of colleagues or industry peers who can offer advice and encouragement.

Improving Your Modeling Skills:

  1. Templates and Tools:

    • Existing Resources: While specific templates for Ground UP Multifamily and Multifamily Value Add models are not provided in the knowledge base, you can look for reputable sources online or reach out to industry forums and networks for shared resources.
    • Learning by Doing: Practice building models using simpler projects and gradually increase complexity as you gain confidence.
  2. Seeking Help:

    • Collaboration: Collaborate with more experienced colleagues who can guide you through the modeling process and provide feedback on your work.
    • External Courses: Consider enrolling in specialized real estate modeling courses to enhance your skills and knowledge.

Long-Term Considerations:

  1. Career Goals:

    • Evaluate Fit: Reflect on whether this firm aligns with your long-term career goals. If the environment is too detrimental to your growth, it might be worth considering other opportunities.
    • Experience Value: Weigh the value of the experience you're gaining against the challenges you're facing. Sometimes, tough environments can provide valuable lessons and resilience.
  2. Networking:

    • Industry Connections: Continue to build your network within the real estate industry. Attend industry events, join professional associations, and engage with online communities like Wall Street Oasis.

Remember, persistence, hard work, and a proactive approach can help you navigate even the most challenging work environments. Good luck!

Sources: Looking for guidance finding my path in commercial real estate, To Those Who's Had A Successful Career In CRE, What Advice Do You Have For Younger Generations?, To Those Who's Had A Successful Career In CRE, What Advice Do You Have For Younger Generations?, Moving from Appraisals to REPE Acquisitions?, From Real Estate Finance to Founder of Development Company - Q&A

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I’m completely aware that RE is not the most complicated asset class, but the materials and work styles I have to work with are shit. The models they make me work with are extremely complicated, and I do not have the experience yet to build from scratch my own models, primarily because of my lack of experience in RE.

Do you realize how absurd this paragraph is? 

Sorry to say this, but it sounds like you're facing adversity for the first time in your life, which is good. 

You're an analyst with apparent "PE/AM" experience, you should have the attitude "what can I do for my firm", not "what can my firm do for me."

 
Most Helpful

Alright let's break this down piece by piece. 

My boss is a pretty easy going guy, quite smart, but office is a complete shit show. There is no structure in the underwriting process, info is all over the place, tons of tension between employees, and no infrastructure whatsoever.

What structure, organization, or infrastructure specifically are you expecting or requesting? Have you taken it upon yourself to impose structure or organization on your own workflow to set an example? Have you asked your easy going and smart boss for the infrastructure you're seeking? Have you come up with a gameplay for better structure, organization, and/or infrastructure on your own time and presented it to your boss as a solution for a problem you have identified? 

The models they make me work with are extremely complicated, and I do not have the experience yet to build from scratch my own models, primarily because of my lack of experience in RE.

I'm not sure why young people in this industry idealize building your own model from scratch beyond having to do so for interview tests. You will almost never, in your entire career, build a model from scratch. If the model you have is extremely complicated, your job is to understand how to properly input information to get outcomes and then understand if those outcomes are realistic (making sure you didn't mess up an input) and/or desirable (whether or not the deal is good). No company wants to deal with each analyst having their own model. The model is a tool - it is not the job itself - and its only purpose is to be used to find mathematical answers. 

im starting to think I’m learning from a shit show, extremely toxic, and deals are way too untraditional, which isn’t good in the long run.

That sucks, and I've definitely been there, but remember that you can learn just as much from bad experiences as you can good ones. "What not to do" is incredibly valuable knowledge. That said, if you hate it, there's no reason to stick it out. Get your resume together and start the job hunt. It may take 6-12 months, so you may as well start now.  

In addition, if anyone has Ground UP Multifamily and Multifamily Value Add model templates that they can share with me, I will be eternally grateful.

I would be very surprised if your firm appreciated everyone using the firm model and you using someone else's. If an analyst came to me with a deal they modeled in this own format, I'd just tell them to model it again in the company's. 

Commercial Real Estate Developer
 

Going through this with my current family office as well. My advice to you would be to find every way to make the most out of your current job. You’ve realized you don’t like the role and want to leave, if you can find a positive angle to view the work you’re doing it’ll make you hate life much less. Lastly, just leave. Don’t over think it, if you don’t like it get out as quickly and gracefully as you can. It’ll all work out.



(Note to all looking for a family office gig, they’re not as rosy as they may seem)

 

Interned for a family office for a year and it was nothing but control, in the dark, no activity, and even C suite had no power. Cushy role for someone with less ambition, but many senior people were leaving due to lack of interesting projects. Everyone joins with the dream of building your career to become like a billionaire head or family, but going to work for them directly usually isn't the solution or way to learn.

 

More than likely there's going to be specific templates that the firm uses. If you're finding the underwriting messy and lacking structure consider cleaning it up in a way that the team would benefit or at least make it easier for you. Of course, this is not an overnight thing, so realize it's going to take time.

As for the tension and dynamics between other team members, don't expect that to change unless someone leaves.

I encourage you to consider other roles now, you don't necessarily have to jump out just yet but in case things are not improving with this current role 6 months from now, you're at least ready to move.

 

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