What do the case studies usually look like for internal capital markets roles financing the fund's positions? Have one coming up as part of the next interview round and trying to get an idea of what to expect.
| +23 | SWF/Pension Funds in RE | 3 | 6d |
| +20 | Probability of S2 recap returning equity | 9 | 9h |
| +20 | To the veterans: What was institutional dev actually like during the last bull run? | 8 | 1d |
| +16 | Development vs. REPE pay gap | 8 | 1d |
| +14 | PGIM Real Estate Equity Opinions? | 9 | 3d |
| +11 | PRE MBA IB back to IB | 5 | 2d |
| +11 | Reneging - What should I do? | 5 | 2d |
| +10 | JD/LLM career path to REPE advice | 4 | 1d |
| +10 | Going into RE Entrepreneurship before FT REPE experience. | 1 | 1d |
| +9 | How do I break into a family office role | 1 | 8h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Based on the most helpful WSO content related to interviewing for roles in finance, including internal capital markets roles, case studies can vary widely but generally aim to assess your analytical, financial modeling, and decision-making skills. While the context provided doesn't specifically mention real estate capital markets, we can infer from similar finance roles what you might expect:
Financial Modeling Test: You might be given a scenario related to financing a fund's positions in real estate. This could involve creating a model to evaluate different financing options, such as debt or equity, and their impact on the fund's returns. You'll likely need to demonstrate your ability to use Excel efficiently and accurately.
Analysis of a Real Estate Investment: A case study might present you with a potential real estate investment opportunity. You would be asked to analyze the investment, considering factors such as market conditions, property valuation, cash flow projections, and financing options. Your task would be to recommend whether the fund should proceed with the investment and how it should be financed.
Presentation: After completing your analysis, you might be asked to present your findings and recommendations to a panel. This tests not only your analytical skills but also your ability to communicate complex information clearly and persuasively.
Due Diligence and Risk Assessment: Part of the case study could involve assessing the risks associated with a real estate investment or financing option. This might include market risk, credit risk, or operational risk. You would need to identify these risks and suggest ways to mitigate them.
Remember, the key to success in these case studies is not just your technical skills but also your ability to think critically and make well-supported recommendations. It's also beneficial to be familiar with the current trends in the real estate market and understand the fund's strategy and objectives.
While this response is based on general practices in finance interviews, it's always a good idea to seek out more specific information about the firm and role you're interviewing for, as expectations can vary.
Sources: Private Credit Case Study, Interviewing For Infrastructure Investment Roles, Q&A: Corporate Banking to FAANG CD, Interviewing For Infrastructure Investment Roles, CVC Capital Partners case study - Investment team
Eos velit laboriosam sit ipsum fugiat aliquam rerum in. Illum ratione quis quia id itaque. Omnis rerum assumenda architecto molestiae illum aliquid tempora. Dolores sit rerum aut vitae molestiae officia animi. A aut et qui accusantium vitae amet expedita. Vero nobis alias veniam omnis et omnis nostrum.
Facilis et aliquam corrupti nobis molestiae quia. Saepe amet mollitia voluptate nemo culpa doloribus. Et facilis soluta consequatur aut. Dignissimos quo quibusdam sint totam necessitatibus quo et. Magni esse porro cum saepe in amet est.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...