Travel: Capital Markets - D/E Placement
Title says it all. About to start in a D/E placement role at a brokerage and curious as to what kind of travel I should be expecting if any. I figured the DE side would be lighter travel than sales side.
Based on the most helpful WSO content, travel in a Debt/Equity (D/E) placement role at a brokerage is generally lighter compared to roles in investment sales. While investment sales often involve significant client-facing activities, pitches, and property tours, D/E placement tends to focus more on structuring deals, financial modeling, and working with lenders, which can be done largely from the office.
However, there may still be some travel involved, such as: 1. Client Meetings: Meeting with borrowers or lenders to discuss deal terms or financing structures. 2. Property Tours: Occasionally visiting properties to better understand the asset being financed. 3. Conferences or Networking Events: Attending industry events to build relationships with lenders, investors, and other stakeholders.
The extent of travel will also depend on the specific team and firm you are joining, as well as the geographic scope of the deals they handle. If your team operates in multiple markets, you might see more travel compared to a team focused on a single region.
Sources: Investment Sales Vs. Debt/Equity Brokerage, Am I Misguided In My Belief That I Would Rather Transfer out of REPE and Into Capital Market Brokerage?, Debt and Structured Finance Brokerage Exit Opps, Some Thoughts on Managing Multiple Offers (Consulting / MBB), Q&A: Emerging markets investment analyst
Expect very little travel. What property type will you focus on? Generally, I've only seen D/E brokers visit multifamily properties on agency loans when the lender/appraiser/inspector are there to manage everyone.
I was recently hired for a similar position. They told me minimal/if any travel reqs for first two years. I'm being brought on as a 1st year ASO. Taking a hit on title unfortunately but wtvr. The guys above me tend to travel. My guess is 25% travel time maybe more. Hope this helps.
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