REPE or Fully-Integrated Operator?? Need advice

Currently an associate at MM REPE in major Southwest Market (2.0B+ AUM) making $100k, 50% bonus. Exposure to all asset classes and plenty of volume on a lean team of around a dozen. Reputation, culture, returns are good but another 3 years until carry comes into play. Lots of smart people wanting a piece of the pie.

I have been offered an associate role at a fully integrated operator. This firm is expanding out of their first market (ample success there) to a new market within the region and the role would be a direct report to the partner of the new office. Very strong balance sheet and track record with a creative mixed-use focus. Partner’s goal is to get to $450M of deals in the next 3 years, currently $150M being executed on in the market. Offer is $105k, 40% bonus, 2% carry on existing and new deals. Carry is realized 50% at sale and 25% on the following two anniversaries. Track record of returns makes this carry very valuable, especially for someone with 3-4 YOE. Would be helping grow the office, hire a larger team, help run point on future deal flow. Carry would increase with performance/responsibilities.

Seems like a risk willing to take – near term recession could affect the value of the carry so I wanted to get other’s thoughts on the situation. Am I overthinking?

4 Comments
 

If you’ve already locked in 2+ years on the LP side, I think you’re set with the skillset to jump back whenever you want it and the opportunity to learn GP side of the business would be valuable + upside as you said is clearly great if things work out. My view is that the perfect experience would be staying on the LP side and stacking cash because they typically pay way better than GP but in this sense you’re kind of underpaid compared to major metro LPs pulling in 250-300k. I would go to the GP and take the risk, if you eventually want to do your own deals otherwise jump to another LP after.

 
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