Head of Investments

Overview

This role co-leads investment strategy and execution. The position manages and grows the investment portfolio ($400M+ AUM in equity and credit products across 65,000+ investors) and leads the Investments team, including investment leaders, sourcing, acquisition, asset management, and due diligence. The leader will design innovative investment products alongside Product and Finance teams, influencing how millions invest in real estate.

Responsibilities

Set and scale the investment strategy

• Manage and optimize the investment strategy and portfolios across real estate equity, credit, and hybrid products.
• Develop and maintain investment theses, portfolio construction frameworks, risk frameworks, and underwriting standards to achieve desired return targets.
• Create new, innovative, alpha-generating investment products.
• Continuously evaluate markets, asset types, and capital structures to position investment offerings for long-term performance.
• Monitor comparable third-party investments and benchmark performance to understand sources of outperformance and underperformance.

Lead sourcing and underwriting

• Build high-quality equity and credit sourcing channels through brokers, developers, institutions, and internal teams.
• Oversee underwriting and investment committee processes with a focus on data-driven insights and consistent standards.

Build and manage diversified portfolios

• Construct portfolios aligned with investor expectations, risk-return objectives, and pro forma targets for each investment product.
• Lead performance monitoring, asset optimization, value creation, refinancing, and dispositions.

Grow and develop the Investments team

• Recruit, mentor, and scale a high-performing team spanning acquisitions, underwriting, research, and asset management.
• Implement best practices, systems, and tools that enable efficiency and accuracy at scale.

Partner on product innovation

• Collaborate with Product, Finance, Legal, and Engineering to launch new investment products across equity and credit.
• Identify new geographies, partnerships, and asset classes that expand access for investors.

Ensure operational and regulatory excellence

• Maintain robust asset management models, performance tracking, and continuous improvement processes.
• Build processes that uphold trust, accuracy, and transparency across investment operations.
• Share relevant insights with investor-facing teams and/or create systems to share this information on a regular basis.

Represent externally

• Serve as an external thought leader for the investment platform.
• Contribute market insights and educational content to strengthen investor understanding and confidence.

Requirements

• 15+ years of real estate investment experience, with exposure to both equity and credit strategies.
• Proven track record in:
  • Acquisitions and asset management
  • Underwriting and financial modeling
  • Portfolio construction at scale
  • Structuring debt and equity investment products
• Deep understanding of risk/reward tradeoffs and a demonstrated track record of positive performance.
• Proven success leading and developing investments teams.
• Experience at an institutional real estate firm, private equity fund, REIT, real estate asset manager, or residential real estate credit fund.
• Familiarity with real estate capital markets, lending, and financing structures.
• Strong leadership experience building and scaling high-performing investment teams.
• Exceptional communication skills, including the ability to distill complex financial concepts for investors and internal teams.
• Bias for action, comfort operating with ambiguity, and excitement for building something new.

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.