Investment Analyst at Ludlow Property Group in Port Washington, New York

Analyst Position

Ludlow Property Group (LPG) specializes in acquiring, developing, and managing self-storage properties in unique leisure markets. These include mountain, lake, island, and beach towns, as well as resort communities and drive-to destinations with consistent demand and limited new supply. LPG focuses on creating value in these niche markets through strategic investments and operational excellence, making it a leader in the self-storage industry.

Position Overview

The Analyst will play a key role in underwriting new real estate investments, building and maintaining financial models, and managing ongoing reporting for lenders and equity partners. This person will work closely with the leadership team, reporting directly to Jason Udoff, one of our Managing Partners. This is a dynamic role for someone who thrives in an entrepreneurial, fast-paced environment, enjoys creating order out of chaos, and wants to be part of building something big. The ideal candidate is both analytical and creative, capable of diving deep into the numbers while understanding the broader strategic picture behind each investment.

Experience Required

• Undergraduate degree in Business, Finance, Real Estate, or a related field
• Proficient in Excel (financial modeling, sensitivity analysis, and clear, organized outputs)
• Frequent use of AI tools to accelerate research, analysis, and communication

Key Responsibilities

• Support underwriting of new real estate acquisitions, developments, and investments across multiple asset types
• Build, refine, and maintain detailed financial models to evaluate performance and returns
• Prepare materials and updates for lenders, investors, and equity partners
• Track and analyze property-level financials and key performance metrics across the portfolio
• Assist in preparing investment memos, offering memoranda, and internal deal summaries
• Collaborate with operations, development, and accounting teams to ensure data accuracy and reporting consistency
• Monitor market trends, comparable sales, lease comps, and other relevant data to inform underwriting assumptions
• Participate in asset management activities including budgeting, capital planning, and performance reviews
• Help develop systems and processes that bring clarity and structure to a fast-growing organization

Expectations & Growth Goals

We're building something big at LPG. Our goal is to grow our portfolio to 100+ properties over the next two years, with a focus on self-storage assets in high-demand, supply-constrained leisure markets. As an Analyst, you're expected to:

• Be highly organized and detail-oriented. Always two steps ahead.
• Demonstrate excellent communication and discretion.
• Take initiative and follow through relentlessly. "No dropped balls."
• Learn quickly and build familiarity with the real estate business.
• Grow with the company. This role can evolve as LPG expands.

This role is central to our growth, and the right actions, taken consistently, will drive real outcomes for both LPG and yourself.

PTO & Benefits

• Unlimited PTO: We offer unlimited paid time off, with the understanding that performance and accountability come first. We trust our team to manage their time responsibly and focus on results.
• Major Holidays Off: We observe all major U.S. holidays, giving you time to rest, recharge, and enjoy life outside of work.
• Health Insurance: Not provided by LPG

LPG Team Values

• Take action: Learn by doing. Experience is the greatest teacher. We value high-agency team members who are problem solving machines!
• Einstein: "The only source of knowledge is experience"
• Do what you say you're going to do-no excuses, no finger pointing, no complaining. Have an optimistic, figure-it-out attitude.
• Enjoy the ride: Work hard, laugh often, and take time to enjoy the mountains-skiing, biking, running, hiking, golfing, tennis, or just being outside.