What’s the next step for someone in who has 7-10 tears of experience in CRE debt (Agency, CMBS, Balance Sheet)

Given the Agency experience, if the preference is to stay in the multifamily space, is staying in the debt side the most common route given the tons of lifers I see on the debt/Agency side of the business? Or is transitioning to the equity side possible? If so, what roles in the equity side of the business should I be targeting? Another challenge I’m facing is that I get paid a $200K base pay which is pretty good for a non origination role. Would I take a pay cut if I were transition to the equity side given I do not have equity experience? 

10 Comments
 

Based on the most helpful WSO content, here’s what you need to know:

  1. Staying in the Debt Side:

    • With 7-10 years of experience in Agency, CMBS, and Balance Sheet lending, staying in the debt side is a common route, especially for those who prefer stability and are already well-compensated.
    • Agency lending, in particular, offers strong career longevity, as many professionals become "lifers" in this space due to its specialized nature and consistent demand.
    • If you’re looking to grow within the debt side, you could explore roles in relationship management, capital markets teams, or even mezzanine/alternative debt lending, which often come with higher bonuses and more complex deal structures.
  2. Transitioning to the Equity Side:

    • Transitioning to equity is possible but can be challenging, especially if your experience is heavily debt-focused.
    • Roles to target on the equity side include acquisitions, asset management (AM), or portfolio management within multifamily-focused equity funds, REITs, or family offices.
    • However, note that equity roles often require strong Argus and DCF modeling skills. If you lack hands-on experience with these, it might be worth investing time in upskilling before making the leap.
  3. Compensation Considerations:

    • Your $200K base pay is strong for a non-origination role in debt. Transitioning to the equity side could result in a pay cut initially, especially if you’re moving into a mid-level acquisitions or AM role.
    • Equity roles often have a steeper learning curve and may not match your current compensation until you’ve proven yourself in the new space.
    • If maintaining or increasing your pay is a priority, consider targeting senior roles in AM or portfolio management on the equity side, as these tend to align more closely with your experience and may offer competitive compensation.
  4. Strategic Advice:

    • If you’re serious about transitioning to equity, leverage your multifamily expertise to position yourself as a specialist. Highlight your understanding of multifamily markets, underwriting, and deal structuring.
    • Networking is key—connect with professionals in multifamily equity shops to understand their hiring needs and expectations.
    • Alternatively, if you enjoy the debt side but want a change, consider moving to a debt fund or mortgage REIT that focuses on multifamily assets. These roles often blend debt and equity perspectives, offering a middle ground.

Ultimately, the decision depends on your long-term goals. If stability and compensation are priorities, staying in debt might be the better route. If you’re seeking new challenges and are willing to take a short-term pay cut, transitioning to equity could be rewarding in the long run.

Sources: So you want to work in CRE Debt? Here are the options..., CRE Lending Exit Opps?, https://www.wallstreetoasis.com/forum/real-estate/state-of-the-cre-debt-markets?customgpt=1, 2020: Real Estate Bonuses, Moving from Real Estate Acquisitions/Asset Management to RE Debt?

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

Yeah that is an option at my current place as well. The upside in originations  is great but the apprehension for me is if I want to be in sales or on 100% commission when I am making $200K+ base pay and that base pay will only increase from here on out. I am ready to give up on the upside but  be in a role (whether it’s debt or equity) where comp is base pay + bonus.  

 

No risk, no reward. If you can afford to do so at this stage in your life/career, why not trade a couple years of a potential pay cut for a career of increased earnings? Agency underwriting pays well, and consistently, but it’s crowded at the top and has a limited ceiling. At my shop at least, an average originator makes more than a Senior UW. If there is an originations team at your shop that would take you under their wing, I’d recommend you take that opportunity.

 

Underwriting in the Agency space. Yes 200K base pay is not irreplaceable but I’m in a role that is WFH friendly and sometimes work 30 hrs a week. There is job security as well. Bonuses are also decent. Keeping all this mind, I am not seeing many opportunities out there that can get me what I already have. Are you seeing something else?  Most opportunities out there require me to make a trade off in one aspect or other. 

 

Traditional move for underwriters is to originations or account/client management. But if you are happy where you are, there is no reason you have to move/change anything. As you noted, a lot of people are lifers at life cos/agencies.

I’m not seeing a ton of openings out there right not, but I’m also not seeing a ton of layoffs. Feels like the calm before the storm though

 

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