Job Description

Job Description

OVERVIEW


Our Transaction Advisory Services team helps clients strategize, evaluate and execute real estate transactions to meet their business and occupancy needs. Working with local brokers, we assist clients by defining space requirements, identifying suitable alternatives, recommending appropriate occupancy solutions and negotiating lease and ownership terms on their behalf.
 
Our Transaction manager oversees and executes lease transactions while fostering client relationships and business growth. They are a key member of a team dedicated to providing real estate strategy, transactional services, financial and qualitative analysis and account management to our client.
 
ESSENTIAL FUNCTIONS

  • Ability to draft and negotiate leases, sub-leases, construction contracts, purchase agreements, lending arrangements, share agreements, waivers/extension of conditions and other contractual documentation.
  • Ability to directly negotiate lease agreements with outside legal counsel, tenants, landlords and clients including drafting of legal clauses and provide step-down language to issues to finalize transactions.
  • Create, maintain and update all internal documentation templates (leases, offers, purchase agreements, waivers, extensions, etc.)
  • Provide risk assessment and analysis of terms and clauses, identify potential issues and produce alternative legal language.
  • Coordinate and carry out building tours with potential purchasers, tenants, contractors, lenders, etc.
  • Manage the internal tour tracking system and ensure all properties are uploaded into VTS.
  • Attend and participate in weekly leasing meetings and monthly office meetings as required.
  • Coordinate and complete prospect reports for the team to send to clients regularly, as required.
  • Aid the team in winning new business through the preparation and coordination of team pitches, presentations and detailed proposals.
  • Assist in the coordination of team open houses of listings and actively participate in them (set-up, broker tours, take-down).
  • Work with Marketing Coordinator to ensure brochures and marketing material is accurate and updated.
  • Possess knowledge of properties listed by the team to effectively field inquiry calls and answer questions as needed.
  • Review drafted outgoing offers to lease and purchase agreements from internal team members and advise on strategy, risk and legal language during negotiations.
  • Ability to track and meet strict deadlines on all documentation and deals including tracking of key condition dates, commencement and closing dates on all transactions.
  • Coordinate and carry out due diligence delivery, review and advisement with clients on purchases.
  • Assist clients in managing new development and improvement projects through outlining and managing stakeholder and project objectives, pro-formas, client expectations, client reporting and deadline schedules.
  • Manage and be the primary point of contact on industrial condominium projects (new and retrofit) on behalf of clients including prospect reporting, budgeting, construction and demolition guidance, due diligence management, tours and lease/sale contract negotiations.
  • Manage closing dates on sale transactions and ensure associated legal counsel has all required documentation and deposit monies to meet closing dates.
  • Coordinate quotes and provide recommendations on trade contracts, third-party site assessment reports and feasibility studies/investigations.
  • Communicate as needed on behalf of clients with lenders on financing requirements and provide required due diligence on transactions.
  • Liaise with municipal planning/development representatives to assist clients in obtaining encroachment agreements, occupancy, development change of use and other permits as required.
  • Coordinate and carry out environmental site visits, RPR’s building condition assessments and other third party investigations on behalf of clients and review/advise on the conclusive reports.
  • Manage special projects as assigned.
  • Liaise between organizational and corporate teams including clients, brokers, legal, asset management, architectural and construction contractors during active contract negotiations.
  • Assist in the planning and execution of the client Christmas gift program annually.
  • Attend all required client appreciation events and assist in the planning and execution of the events as needed.

EDUCATION AND EXPERIENCE

  • Bachelor’s degree required – MBA preferred
  • Minimum of 5 years of relevant transactions management experience
  • Experience working with corporate clients to achieve real estate objectives
  • Experience covering multiple sta
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