Vice President, Tax Equity Solutions
Description
Overview
Bonaventure is seeking a Vice President of Tax Equity Solutions to lead our 1031 exchange practice and serve as the firm's senior advisor on tax-deferred exchange strategies for real estate investors. This is a high-visibility, producer-leader role that combines deep technical expertise in Section 1031 with active business development, client advisory, and team leadership.
You will be at the forefront of educating clients, designing custom solutions, structuring transactions, and converting industry expertise into new business. The role requires frequent travel and a deep working knowledge of 1031 Exchange regulations, real estate, and the competitive tax-deferred exchange landscape.
If you are looking to partner with an expanding company that relentlessly pursues a forward-thinking approach and commits to serving its clients, we want to hear from you.
Who You Are
You are a 1031 expert. You know tax deferral strategies like the back of your hand and stay current on every change to the rules.You are a builder. You're tired of working in spreadsheets and want to grow a practice, a book, and a team.You are a closer. You manage relationships, raise tax-deferred exchange equity, and close deals fast and furiously.You are a master problem solver who won't take no for an answer.You are naturally curious and constantly seek innovative solutions, thinking outside the box to tackle challenges and drive success.You are a natural-born leader who owns project timelines, fosters cross-functional collaboration, and leads a team to success.You thrive in an entrepreneurial setting and bring polish and grit in equal measure.What to Expect
Lead the 1031 Practice: You will Oown Bonaventure's 1031 consulting services program end-to-end — analyzing client situations and devising solutions that integrate tax, estate planning, trust, and advanced 1031 exchange tools.Client Advisory & Trusted Counsel: Act as the client's trusted advisor through every stage of the exchange. Educate clients on the transaction process and clearly communicate complex tax and legal concepts with transparency.Transaction Execution: Walk clients through transactions from start to finish. Review transaction documents, timelines, and financial details to minimize potential risks and delays, and ensure each exchange stays on track and is conducted efficiently.Solution Design & Deal Structuring: Create and strategize custom solutions to achieve clients' goals. Structure deals and execute transactions that implement tax deferral strategies aligned with each client's long-term objectives.Business Development: Self-source clients for 1031 exchanges by leveraging Bonaventure’s network, centers of influence, and business development acumen. Identify and target potential clients in the real estate market, manage the pipeline, cultivate gateway relationships, and grow the business through events, conferences, and educational seminars. Revenue Generation: Achieve and exceed monthly, quarterly, and annual revenue goals while serving the client's best interests. Build a robust portfolio of local and national clients and manage relationships throughout the entire exchange lifecycle.Client Relationship Management: You own every 1031 client end to end. First handshake, signed close, and every reinvestment after that. Constantly develop relationships with prospective clients while maintaining and deepening existing ones. Conduct educational seminars for current and future clients to drive top-of-funnel awareness and trust.Market Intelligence: Stay continuously updated on tax laws, 1031 regulations, market trends, and the competitive landscape of tax-deferred exchange players and offerings. Translate that intelligence into positioning and product strategy.Internal Collaboration: Partner with internal teams — RVPs, Portfolio Management, Acquisitions, Business Development, Head of Capital Markets, and the CEO's office — and external partners including tax advisors, attorneys, and CPAs to deliver integrated solutions.Team Sales Support: Support the RVP and Business Development teams by joining sales calls, introducing the 1031 process to clients, and providing transactional counsel to close business across the firm.Goal Setting & Planning: Develop specific, measurable, attainable, relevant, and timely goals (Rocks) that advance personal and professional development and achieve Bonaventure's vision. Build a repeatable, proven process that delivers consistent results across every transaction.Requirements
10+ years of experience in and industry knowledge of the 1031 exchange business.In-depth understanding of Section 1031 regulations, relevant tax laws and the ability to apply them to complex real estate transactions.Strong knowledge of real estate transactions, property valuation, and market analysis.Exceptional analytical and problem-solving abilities, with a proactive mindset and the capacity to identify legal risks and provide effective solutions.Excellent presentation and communication skills, both written and verbal, with the ability to conduct educational seminars.Entrepreneurial mindset, solution-oriented, and committed to ongoing professional development.Ability to travel domestically on a frequent basis.About Bonaventure
Bonaventure is a vertically integrated real estate investment management firm specializing in multifamily assets, spanning investment management, capital markets, and tax-advantaged investment solutions. We combine institutional discipline with an entrepreneurial, execution-first culture.
Position Summary
The Senior Associate of Portfolio Management will work with the Portfolio Manager in all respects to establish and execute portfolio-level strategy and performance across the firm's investment vehicles. This is a hands-on, investment-savvy seat: this will assist in capital allocation and hold/sell/refinance decisions, lead portfolio analytics and reporting, and serve as a credible, polished voice in front of investors and capital partners. The Portfolio Management team sets objectives for and works alongside the asset management team, owning outcomes at the portfolio and fund level while asset managers own execution at the property level.
Key Responsibilities
Portfolio Management Activity
Analytics & Reporting
Own fund and portfolio financial models: projections, return attribution, sensitivity and scenario analysis, and stress testing.Build and maintain portfolio KPI dashboards; track performance against underwriting and budget, and flag variances early with recommended actions.Lead quarterly and annual reporting cycles, including fund performance reporting, benchmark comparisons, and board/committee materials.Partner with accounting, FP&A, and investor relations to ensure data integrity across reporting, valuations, and investor deliverables.Marketing Support
Partner with the Marketing and Capital Markets teams on marketing materials: pitch decks, offering summaries, track record exhibits, and case studies. Own the accuracy of all performance data, portfolio statistics, and track record figures used in marketing and fundraising materials.Support due diligence processes, including DDQs, data room content, and consultant/advisor requests.Contribute market and portfolio insights to thought leadership, webinars, and investor communications.
Investor Conversation Support
Asset Management Oversight & Transactions
Together with Portfolio Manager, establish portfolio-level objectives for the asset management team; run recurring portfolio reviews and hold asset managers accountable to business plans.Provide portfolio-fit input on acquisitions and dispositions; participate in investment committee discussions.Support transaction execution from a portfolio perspective: financing strategy, capital events, and post-close integration into portfolio reporting.Qualifications
5+ years in real estate portfolio management, asset management, or investment management; multifamily experience strongly preferred.Demonstrated investment acumen: fluency in real estate finance, capital structures, valuations, and return metrics, with a track record of driving portfolio-level decisions.Advanced financial modeling skills (Excel required; experience with institutional reporting/BI tools a plus).Polished, investor-ready communicator -- comfortable presenting to institutional investors, family offices, RIAs, and boards.Experience with non-traded REITs, 1031/721 exchange structures, or private fund vehicles a strong plus.Bachelor's degree in finance, real estate, economics, or related field; CFA, CAIA, or MBA a plus Read LessHead of Opportunity Zone Investment Strategy
Program
OZ 2.0 — One Big Beautiful Bill Act (OBBBA, signed July 4, 2025)
Mandate
Build Bonaventure’s platform-level OZ 2.0 investment strategy — proprietary deals and best-in-class external operators
Capital Role
Bonaventure commits 10–25% GP co-invest alongside LP capital across its own deals and third-party allocations
Timeline
Zone nominations begin July 1, 2026; new OZ 2.0 map effective Jan. 1, 2027
Structures
Standard QOF (10% basis step-up) and Qualified Rural Opportunity Fund (30% step-up)
The Opportunity
The One Big Beautiful Bill Act, signed July 4, 2025, made Opportunity Zones a permanent feature of the U.S. tax code. OZ 2.0 resets the program with a rolling five-year gain deferral, a reinstated 10% basis step-up for standard QOFs, a new Qualified Rural Opportunity Fund (QROF) structure with a 30% step-up and a reduced 50% substantial-improvement threshold, and an entirely new zone map effective January 1, 2027. State nomination windows open July 1, 2026.
Bonaventure is positioned to be a first-mover in this reset — and to build something structurally differentiated from what the OZ 1.0 market produced. The strategy is not simply to wrap Bonaventure’s existing development pipeline in a QOF. It is to build a platform that deploys meaningful GP capital (10–25% co-invest) across two channels: proprietary Bonaventure deals and a curated set of third-party operators who bring the best opportunities in markets and asset types beyond Bonaventure’s direct footprint.
The result is a fund platform that offers LPs both the operational credibility of a GP with skin in the game and the diversification of a best-in-class deal selection process — a combination that was rare in OZ 1.0 and will define the strongest OZ 2.0 franchises.
The Role
This is a strategy-first, platform-level position. The person we hire defines how Bonaventure participates in OZ 2.0: which structures to run, which geographies and asset types to target, how to evaluate and partner with third-party operators, and how to sequence fund launches against now that OZ 2.0 is permanently embedded in the tax code.
The role owns the full investment platform — both the proprietary Bonaventure deal pipeline and the external operator allocation program. It requires the judgment to evaluate deals across both channels against a consistent underwriting standard, the relationships to attract top-tier operators as partners, and the LP fluency to articulate a differentiated story to capital allocators.
It reports to the CFO and works alongside the CEO, Capital Markets, and Investments teams. This is a builder role with executive-level accountability from day one.
What You’ll Own
Investment Strategy & Platform Architecture
Develop Bonaventure’s OZ 2.0 investment thesis — geographic focus, asset type priorities (proprietary vs. third-party), return targets, and fund-level differentiation Own full P&L accountability for the Opportunity Zone businessDrive fund-level return targets and overall performance outcomesLead capital formation efforts across investor channelsIdentify, evaluate, and select operating and investment partnersNegotiate deal terms and structure transactionsDefine the dual-channel model: how to allocate between Bonaventure’s own pipeline and external operators, and how to maintain consistent underwriting standards across both Determine fund structure: QOF vs. QROF, single-asset vs. multi-asset vehicles, GP co-invest sizing (10–25%), and sequencing of fund launches relative to the new zone map and OZ capital cycle requirements Map Bonaventure’s existing development capabilities and pipeline against the incoming OZ 2.0 zone redesignation (effective Jan. 1, 2027); identify gap geographies where third-party operators fill the strategy Evaluate the QROF rural channel specifically — 30% basis step-up, 50% substantial-improvement threshold — for both proprietary and external deal flow Monitor the state nomination process (90-day window from July 1, 2026) and position Bonaventure to react quickly once the final zone maps are publishedThird-Party Operator Program
Build and manage Bonaventure’s external operator sourcing and diligence process — identifying best-in-class developers and operators in OZ 2.0 markets outside Bonaventure’s direct footprint Develop the evaluation framework for third-party deals: underwriting standards, operator track record criteria, co-invest terms, and ongoing asset management oversight Negotiate investment terms with external operators, including promote structures, reporting requirements, and LP information rights Build the operator network proactively — relationships established before zone maps are finalized create competitive advantage in deal selectionGP Capital & Co-Investment
Structure and manage Bonaventure’s GP co-invest commitment (10–25%) across the fund platform — calibrating deployment across proprietary deals and third-party allocations Coordinate with the CFO on GP capital availability, timing, and balance sheet optimization across the fund lifecycle Develop the co-invest mechanics and disclosure framework for LP materials to clearly communicate Bonaventure’s skin-in-the-game positioningLP Strategy & Capital Formation
Define the LP target profile for each fund structure and develop the investor narrative around the dual-channel, GP co-invest model Build and own the OZ LP pipeline — institutional investors, family offices, RIAs, and HNW capital with embedded gain events seeking tax-efficient deployment Coordinate with Bonaventure Capital Markets to leverage Bonaventure’s existing investor relationships and identify OZ crossover opportunities within the current capital base Lead LP pitches, diligence processes, and subscription mechanics for each fund vehicleFund Structure & Compliance
Lead fund formation: LP/GP structure, QOF qualification, working capital safe harbor design, QROF election strategy, and SEC exemption filings Coordinate outside tax and fund counsel on structure and ongoing compliance under OBBBA’s enhanced reporting framework Build the waterfall, fee structure, and return mechanics around the OZ 2.0 incentive timeline: five-year step-up, ten-year gain exclusion, thirty-year FMV reset Establish ongoing compliance infrastructure: 90% asset testing, QOZB certification, annual Form 8996 filings, and LP Form 8997 support packagesWhat We’re Looking For
Required
10+ years in real estate private equity, tax-advantaged investment structures, or fund management Direct experience with Opportunity Zone fund mechanics — QOF formation, QOZB testing, working capital safe harbor, compliance calendar — under OZ 1.0 or OZ 2.0 Experience evaluating and allocating to third-party operators or managing a multi-manager investment platform, not just running a single-sponsor fund Track record of building LP relationships and raising capital, with a network among family offices, RIAs, or institutional allocators with capital gains exposure Strong command of OZ 2.0 structural changes: rolling five-year deferral, 10%/30% basis step-up tiers, QROF eligibility, redesignation calendar, and enhanced OBBBA reporting Multifamily or mixed-use real estate underwriting depth; ability to evaluate deals from both internal and external operators against a consistent standardPreferred
Experience at a fund-of-funds, multi-manager platform, or OZ aggregator — where evaluating external operators was a core part of the role Prior work at a firm that built meaningful scale in OZ 1.0 ($100M+ raised) and can apply those learnings to OZ 2.0 Established network of OZ-active developers and operators across the Mid-Atlantic, Southeast, and rural markets Relationships with OZ-focused fund administrators, tax counsel, and placement agents CPA, CFA, or JD with tax or structured finance concentrationWhy Bonaventure
Platform-level mandate from day one — building a business, not executing within one Bonaventure’s GP co-invest (10–25%) is a structural differentiator in LP conversations: aligned capital, not just fee income Existing multifamily development and operations platform in OZ-relevant Mid-Atlantic and Southeast markets as the proprietary deal foundation Third-party operator channel creates deal flow and diversification that a single-sponsor fund cannot offer Bonaventure Capital Market’s established LP relationships as a distribution foundation First-mover timing: the redesignation calendar creates a narrow window in 2026–2027 to define strategy and build operator relationships before the market crowds Meaningful economics: base, bonus, and carried interest structured around the long-term nature of OZ incentivesAbout Bonaventure
Bonaventure Holdings is a vertically integrated real estate investment, operations, and development company headquartered in Alexandria, Virginia. The firm manages approximately 10,000 multifamily units across the Mid-Atlantic and Southeast and operates across the full real estate value chain — development, construction, asset management, property operations, and capital markets. Bonaventure Capital Markets serves as the firm’s capital formation and investor relations platform.
Position Summary
Bonaventure is looking for an Associate to join Bonaventure Investment Management's ("BIM") Acquisitions Team and assist with all facets of property acquisitions and strategic investments. This position will be multi-disciplinary and support a variety of Bonaventure's leaders and business units. In this position, you will report to BIM's Director of Acquisitions and have a vital role in identifying and executing various investment strategies that drive alpha for the portfolio. This role works in close collaboration with the Capital Markets, Asset Management, and Debt & Dispositions departments to execute investment strategies and decisions.
What You Do
Assist in sourcing efforts and evaluate acquisition opportunities that achieve the company's risk/reward profile, including direct outreach to property owners, brokers, and market participants to generate and maintain an active deal pipeline.Own the acquisition deal pipeline and manage adherence to project milestones from initial offer through closing.Build, maintain, and stress-test complex financial models, including cash flow projections, return analyses and sensitivity analyses.Analyze large quantities of market, operational, and financial data and distill relevant findings into clear, actionable investment recommendations.Conduct market research and prepare investment memos for initial screening and Investment Committee presentation.Prepare letters of intent (LOIs) and term sheets, coordinating with internal leadership on pricing, structure, and key deal terms.Support the structuring and execution of Delaware Statutory Trust (DST) investments, including familiarity with 1031 exchange mechanics, DST offering documentation, and the role of DSTs within a broader portfolio acquisition strategy.Coordinate with the Capital Markets and Debt & Dispositions teams to model and evaluate financing structures and their impact on investment returns and business plans.Own the financial due diligence process, including collection and analysis of rent rolls, trailing income and expense statements, tax returns, utility records, and service contracts; reconcile seller financials against market data and internal underwriting assumptions.Scope, engage, and manage third-party vendors for physical due diligence, including property condition assessments, Phase I/II environmental reports, and other technical inspections; critically evaluate findings and quantify their impact on business plan assumptions and capital expenditure budgets.Own the legal due diligence process, including but not limited to management of outside counsel review of purchase and sale agreements, title commitments, and surveys; track all contingency periods, and resolve open title and survey matters.Who You Are
A highly motivated self-starter who can work independently without planned support and is driven through intellectual curiosity with superior time management, prioritization and professional vertical and horizontal communication skills.Passionate about real estate, have a ravenous appetite for learning new things, and enjoy a goal-driven, fast-paced environment utilizing your competitive work ethic with a nimble, cognitive ability to adapt to change and succeed in a fast-paced, entrepreneurial environment.Proven ability to independently manage multiple active transactions simultaneously, prioritize competing deadlines, and operate with minimal supervision in a fast-paced, entrepreneurial environment.Strong written and verbal communication skills, with the ability to interface professionally with senior leadership, brokers, sellers, lenders, and legal counsel.
Qualifications
Salary
$125,000-$155,000 base with a bonus opportunity of 30%-50% annually
Read LessOverview
We are seeking a highly skilled and experienced Vice President of Capital Markets to join Bonaventure. The Vice President of Capital Markets will set the tone for how Bonaventure shows up by being a builder, a closer and a relationship operator. You will live to build your network both virtually and while traveling to meet our partners wherever they may be. You will get energized by developing durable relationships and treating every investor like the long-term partner that they are.
This role will be a direct report to our CFO and offers an exciting opportunity to become a pivotal partner in shaping our equity capital markets strategy. As the Vice President of Capital Markets, you will play a crucial role in securing equity capital for our projects and investment offerings, maintaining relationships with investors, and overseeing the capitalization strategy. This is a senior-level position that requires a deep understanding of the financial markets, exceptional networking skills, and a strong background in both commercial real estate development and alternative commercial real estate investments.
Key responsibilities will include keeping a pulse on the Institutional, Family Office, and QP marketplace, development and deployment of equity raise strategies, ensuring all prospective and current Bonaventure relationships are consistently nurtured, and achieving and exceeding equity fundraising goals for the company.
Who you are
You love to work the room. This is where you do your best work and where you genuinely have fun.You are a hunter and a connector. Relentless about the next intro, the next meeting, the next allocation. You don't wait for capital to find you.You are unflappable. "Not now" lands as "not yet." Rejection doesn't slow you down, it sharpens your approach.You are a closer. You don't just build pipeline. You bring capital across the line and back again.You bring polish and grit in equal measure.
What to expect
Partner with Bonaventure Investment and Development to build product roadmaps and go-to-market equity raise strategies for family offices, QP, and institutional investors and converting our vertically integrated real estate expertise into differentiated investment vehicles that compete on alignment, transparency, and access.Lead the firm's equity capital strategy for the private wealth channel by sourcing, structuring, and closing equity raises with family offices, QPs, and their advisors to fund Bonaventure's commercial real estate pipeline, with deal structures tailored to each investor's tax posture, time horizon, and capital allocation preferences.Identify and build relationships with investors: Originate and cultivate relationships with potential equity partners to expand the Bonaventure investor network, nurture relationships, and convert relationships into programmatic, fund, and joint-venture commitmentsConduct market research and analysis: Stay abreast of the competitive landscape by consistently reviewing and updating the senior management team on market trends, industry dynamics, and investment opportunities within the commercial real estate sector. Further utilize this research and analysis to identify potential equity investor targets and product offering strategies to evaluate their financial viability.Identify new opportunities where Bonaventure’s unique suite of capabilities intersect with unmet needs in the market, collaboratively produce investment offerings to meet these needs, open distribution channels, and scale capital raising to support these offerings.Execution of comprehensive equity-raise strategies, which includes collaborating with the investments team to develop the core investment thesis, formulating the strategic approach for targeted equity raise initiatives, creating engaging marketing materials, ensuring all the finer details are addressed, and managing effective external communication with investors and target audiences.Serve as one of the main points of contact for QPs, maintaining strong relationships and providing updates on investment performance via the Investor Relations team.Collaborate with internal teams: Work closely with cross-functional teams, including development, acquisitions, finance, and legal, to align capitalization strategies with project requirements and overall business objectives.Monitor and report on market trends: Monitor key economic indicators, capital markets, and industry trends to proactively identify opportunities and risks that may impact the firm's capitalization strategies. Present market insights and recommendations to senior management.Negotiate and structure equity deals: collaborate with internal stakeholders, legal teams, and external partners to negotiate favorable equity investment terms and structures.Identify business lines and opportunities that may align with capital sources and present strategic capital allocation options aligning with those opportunities to senior leadership. RequirementsLicensing requirements are optional but preferred (FINRA Series 63 or 66 and 24 and 7)Bachelor's degree in finance, real estate, business administration, or a related field. MBA or advanced degree is preferred.Proven track record of at least 7-10 years in equity capital markets, investment banking, private equity, or a similar role within the commercial real estate sector.Strong network of relationships with family offices, institutional investors, private equity firms, and QPsExceptional negotiation, presentation, and communication skills.Deep understanding of equity financing, capital markets, and investment structures within the real estate industry.Ability to travel domestically in the US on a frequent basis.Excellent financial modeling, valuation, and analytical skills.Ability to thrive in a fast-paced, dynamic environment and manage multiple projects simultaneously.Proactive and self-motivated with the ability to work independently and manage multiple priorities effectively to drive our capital raising strategy.Detail-oriented with a high level of accuracy and a commitment to meeting deadlines.Strong leadership abilities and experience.Familiarity with regulatory requirements and compliance in equity capital markets.Head of Senior Living
Asset Management & Platform Leadership
Position Summary
In this role you will build, lead, and own Bonaventure's senior living platform from the ground up. We have the assets, the capital, and the conviction. What we do not yet have is a platform, and that is what you will create. You will be fully accountable for both the short and long term performance of the portfolio, with success measured by the increase in equity value, the achievement of financial targets, and the durability of the platform you put in place.
You will design and execute the strategic direction of every asset in the portfolio, and manage the operating partners who run our communities day to day. You will introduce innovative and actionable strategies to unlock value, including value add repositioning, operational efficiency initiatives, operating platform improvements, capital structure optimization, and creative angles in submarkets and product types others have overlooked.
You will work shoulder to shoulder with our investments team on every acquisition, with our Debt and Capital Markets team on every financing, and with our leadership team on the long term direction of the platform. You will hire your number two, build out a senior living team, and set the standard for how Bonaventure shows up in this asset class for the next decade. You will foster a culture of urgency, accountability, and continuous improvement, and you will set the tone with your own work product first.
You are an ideal fit if you're:
An entrepreneur anda platformbuilder.You have stoodupa senior living platform before, or a major piece of one, from a near zero start, and you want to do it again with the right capital and the right partners behind you.A real estate investor at heart.You see value othersmiss,you have a point of view on every market and every vintage, and you stop at nothing to unlock it.Senior living obsessive.You know the nuances. Vintages, layouts, food service, home health partnerships, memory care, active adult, CCRCs. You keep learning. You have been accused of being a little obsessive and relentless.Hungry.You will grind when the work calls for it. You will get on a plane when something needs your eyes. You will get your hands dirty when no one else can.Strategic AND tactical.You canwritea thesis at 8 a.m., walk a property at 11, run an executive director through a budget review at 2, and pitch an LP at 5. You are equally credible in every room.Determined and persistent.You havea track recordof executing strategies, not just designing them, and you are happy to challenge traditional methods, norms, and the way it has always been done."Take the bull by the horns."You are results driven, you take ownership, and you do not need permission to start moving.A leader of people.You have hired, developed, andretainedteams. You build culturebyexample. You do not throw teammates under the bus, and you bring the kind of integrity we want to be in business with for the long haul.Long term committed.You see senior living as your professional focus for the indefinite future, and Bonaventure as the place to do the best work of your career.Means and methods to achieve success you will be incorporating are:
Define, sharpen, and continuously refine Bonaventure's senior living investment thesis across independent living, assisted living, memory care, active adult, and CCRC product types, and translate that thesis into a real, prosecutable acquisition pipeline.Collaborate with our acquisitions team toidentifyand pursue new senior living assets, building a disciplined pipeline that accelerates our portfolio growth from seven to fourteen-plus communities.Support andparticipatein diligence on potential senior acquisitions across physical, operational, market, and competitive dimensions. You will be contributing subject matterexpertiseand your informed perspective to recommendations presented to the leadership team and investment committee/team.Design and execute the strategic direction of each asset to maximize equity and create alpha. This includes value add strategies, operational efficiency initiatives, operating platform improvements, food service and ancillary revenue plays, memory care funnels, and capital market recommendations.Monitor portfolio performance on a weekly, monthly, and quarterly basis. Review leasing and financial trends, hold strategy and issue resolution calls with operating partners, and translate trends into action.Own the relationship with our existing operator (Vitality) andidentify, vet, and onboardadditionalbest in class operators as we scale. Hold every operator to a standard and help them get there.Assess capital expenditure needs and develop long term capital plans for each asset, aligned to overall portfolio strategy and capital availability.Walk every property regularly. Inspect units,common areas, kitchens, memory care wings. See the asset with your own eyes, not just on a P&L.Monitor trends in target markets. Update senior leadership on strengths, weaknesses, and competitive positioning, and present solutions to implement improvement.Partner with the Capital Markets and Debt teams on financing strategy and execution, including bridge to HUD, joint ventures, and equity raising. Be a credible voice with capital providers.Collaborate across the firm on real estate tax oversight, insurance claims and legal matters, lender compliance, and investment evaluation.Own annual budgeting and monthly reforecasting for the senior living portfolio.Hire your number two. Build the senior living team over time. Develop the people you bringonso they want to build their careers here.Represent Bonaventure externally at industry events, onpanels, and with brokers and operators, and continuously invest in your network.Qualifications:
Our ideal candidate will have 10+ years of senior living experience spanning both the investment and operating sides, with a business, finance, or real estate degree. Leadership and the ability to own outcomes, build teams, and drive project timelines are critical. This individual will be passionate about senior living, will have a ravenous appetite for learning, and will thrive in a goal driven, fast paced environment using a competitive work ethic and the nimble, cognitive ability to adapt to change and succeed in an entrepreneurial setting.
Senior living platform experience (required).Direct experience building orsubstantially scalinga senior living investment or operating platform.Senior living asset management experience (required).Hands on experience managing senior living, independent living, assisted living, memory care, or active adult communities, witha track recordof measurable performance improvement at the property level.Transactional experience (highly valued).Direct involvement in acquisitions, dispositions, recapitalizations, and financing transactions across a senior living or multifamily portfolio.Operator management (required).Demonstratedtrack recordmanaging third party operators, holding them accountable to KPIs, and partnering with them to drive NOI growth and resident outcomes.Capital markets fluency (required).Working knowledge of senior living capital markets including HUD, bridge to HUD, joint ventures, and equity raising mechanics.Team leadership (required).Track recordof hiring, leading, and developing teams.Industry network (preferred).Existing relationships with regional and national senior living operators, brokers, and lenders. Read Less