Currently leaving an FP&A role for a wealth management company because I want to pursue something in real estate. Does anyone have any tips/connections for breaking into real estate private equity or real estate finance in general? I have about 5 years of experience split between public accounting and FP&A. I’d even be open to being an assistant of a RE professional as a learning opportunity.

Any advice or referrals are greatly appreciated!

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For your first lesson.. multifamily = still commercial ;)

If you’re open minded to basically entry level, it shouldn’t be a problem to get a job in real estate PE with Big4 and FP&A skills. Check out the PERE 100 list of largest RE PE funds and start flipping through their career sites.

Alternatively the Big4 all have real estate finance type roles that could serve as a pivot point for you to get that on your resume. EY is not currently hiring unfortunately but check the others.

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Are you tied to location? If not family offices with RE may be a good way to get a ton of experience and exposure quickly.

I’m in commercial real estate finance/ commercial mortgage debt trading. Not to discourage you but commercial real estate is a very difficult industry to break into. Most places run extremely lean. I’d just start by learning as much as possible about underwriting commercial real estate.

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Yes I understand. I’d also be happy to work in multifamily or some sort of residential investment company as well. In fact, I would prefer that over commercial

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