Head of Capital Formation

Company

The company is an award-winning, fully integrated real estate and investment firm that develops exceptional master-planned communities, multifamily residential rental, and commercial real estate across Texas. With a mission to “Honor God by creating extraordinary communities that enrich lives” our firm operates with an entrepreneurial spirit and values-driven culture that prioritizes community impact and long-term relationships.

Position

Reporting directly to the firm’s CFO, the Head of Capital Formation will be responsible for developing and strategically implementing the firm’s capital raising, investor marketing, and investor relations initiatives. The successful candidate will have an entrepreneurial mindset, with proven capital-raising experience and deep connections with Ultra High-Net-Worth investors, Family Offices, Fund of Funds, and institutional investors nationwide. The Head of Capital Formation will also play a leadership role on the company’s investment committee and support strategic decisions on land acquisitions, development funding, joint ventures, and capital markets activities.

Primary Duties

Daily responsibilities include, but are not limited to:

• Develop and Execute Capital Raising Strategies: In conjunction with the firm’s senior leaders, formulate and implement comprehensive capital-raising strategies tailored to the specific needs and objectives of our investment projects.
• Marketing and Brand Ambassador: Leading the production of materials for sales and marketing efforts, including new fund launches, events and campaigns
• Build and Maintain Investor Relationships: Cultivate and nurture relationships with institutional investors, family offices, pension funds, endowments, and other potential investors to expand the company's investor base.
• Track and Report Progress: Maintain accurate records of investor interactions, commitments, and fund flows. Provide regular updates and reports to senior management on fundraising progress and performance metrics.
• Coordinate on Investor Material: Collaborate with Asset Management on development and quality control of investor material. Take the lead on developing and disseminating Marketing content.
• Monitor Market Trends: Stay abreast of market trends, industry developments, and regulatory changes impacting the commercial real estate and capital markets to identify emerging opportunities and risks.
• Attend meetings, industry events, and conferences to meet with targeted and existing investors and to represent the firm.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field (MBA or CPA strongly preferred).
• 15 years of experience in real estate finance, investment management, or corporate finance, with progressive leadership responsibilities.
• Demonstrated success in capital markets, underwriting, and financial stewardship of large-scale real estate projects.
• Strong understanding of real estate development cycles, master-planned communities, and mixed-use asset classes.
• Deep knowledge of financial systems, modeling, accounting, and tax structures relevant to development entities.
• Proven track record of successfully raising capital from institutional investors, family offices, and high-net-worth individuals.
• Excellent communication, presentation, and negotiation skills.
• Ability to work effectively and collaborate with cross-functional teams.
• Ability to consistently, frequently and effectively communicate, coordinate and collaborate with individuals and groups primarily face-to-face, but also by telephone and electronic media.
• Ability to travel to investor and lender meetings on behalf of the organization, and conduct property tours, as needed.