What are the responsibilities and job description for the Capital Markets Associate, Private Equity Real Estate position at Rex?
Company Overview
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform — combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.
About Us
Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures.
Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.
We Serve a Diverse Ecosystem That Includes
Mindset
We are seeking a top 5% performer, a high-energy, highly motivated Capital Formation Associate to join our growing Investments team. This is an ideal role for someone early in their career who is hungry to learn, ready to contribute, and excited by the challenge of raising capital in a fast-paced, high-stakes environment.
You’ll be focused on private equity real estate investments, primarily large-scale multifamily acquisitions. Backed by a strong track record of executing major transactions, we are expanding aggressively and looking for a driven professional to support direct LP fundraising efforts targeting ultra-high-net-worth individuals (UHNWIs) and family offices.
As a Capital Formation Associate, you’ll work closely with senior capital markets leaders, playing a key role in sourcing, engaging, and managing relationships with high-net-worth investors, family offices, and their advisors. Our acquisitions typically require $10M to $30M in direct LP equity per transaction.
You won’t be expected to close capital single-handedly, but you will be expected to roll up your sleeves, pick up the phone, and actively drive the fundraising process forward. You’ll be working alongside experienced teammates raising non-controlling LP capital across multiple live transactions, with plans to deploy billions more when opportunities are accretive.
This is a high-growth, high-visibility role with meaningful upside tied directly to performance. Capital stacks will typically include agency debt, preferred equity, and passive LP equity.
The Role
The Capital Formation Associate will lead efforts to cultivate, expand, and deepen relationships with ultra-high-net-worth individuals, single-family offices, and select wealth advisors who directly oversee large-scale private capital allocations.
This role does not involve raising JV LP capital from private equity groups or large institutional investors. Instead, you're building lasting relationships and closing real estate equity rounds with accredited investors or qualified individuals who allocate their own capital without requiring control.
It is designed for a strategic, high-caliber professional with a proven ability to cultivate deep investor relationships, structure compelling investment opportunities, and secure capital commitments from high-net-worth individuals, family offices, and other investors deploying their own funds.
Key Responsibilities
Catalyze Human Flourishing through our products/services and to elevate/further humanity in all our business dealings.
Rex Values / Rex Culture
Base Salary: $75,000 - $90,000 annually
Performance Bonuses: Upside structure tied to equity raised and deal milestones (1%–3% of raised equity, tiered incentives for key achievements)
Long-Term Alignment: Opportunity for equity participation in investment returns
Benefits
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform — combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.
About Us
Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures.
Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.
We Serve a Diverse Ecosystem That Includes
- Multifamily apartment management with 20,000 apartments
- Hotel and office buildings
- Tech ventures
- Insurance companies
Mindset
- Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
- Ecosystem Alignment: Execute in a spirit of partnership across all components of the Rex ecosystem, including multifamily and other real estate assets as well as tech companies.
- Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.
We are seeking a top 5% performer, a high-energy, highly motivated Capital Formation Associate to join our growing Investments team. This is an ideal role for someone early in their career who is hungry to learn, ready to contribute, and excited by the challenge of raising capital in a fast-paced, high-stakes environment.
You’ll be focused on private equity real estate investments, primarily large-scale multifamily acquisitions. Backed by a strong track record of executing major transactions, we are expanding aggressively and looking for a driven professional to support direct LP fundraising efforts targeting ultra-high-net-worth individuals (UHNWIs) and family offices.
As a Capital Formation Associate, you’ll work closely with senior capital markets leaders, playing a key role in sourcing, engaging, and managing relationships with high-net-worth investors, family offices, and their advisors. Our acquisitions typically require $10M to $30M in direct LP equity per transaction.
You won’t be expected to close capital single-handedly, but you will be expected to roll up your sleeves, pick up the phone, and actively drive the fundraising process forward. You’ll be working alongside experienced teammates raising non-controlling LP capital across multiple live transactions, with plans to deploy billions more when opportunities are accretive.
This is a high-growth, high-visibility role with meaningful upside tied directly to performance. Capital stacks will typically include agency debt, preferred equity, and passive LP equity.
The Role
The Capital Formation Associate will lead efforts to cultivate, expand, and deepen relationships with ultra-high-net-worth individuals, single-family offices, and select wealth advisors who directly oversee large-scale private capital allocations.
This role does not involve raising JV LP capital from private equity groups or large institutional investors. Instead, you're building lasting relationships and closing real estate equity rounds with accredited investors or qualified individuals who allocate their own capital without requiring control.
It is designed for a strategic, high-caliber professional with a proven ability to cultivate deep investor relationships, structure compelling investment opportunities, and secure capital commitments from high-net-worth individuals, family offices, and other investors deploying their own funds.
Key Responsibilities
- Develop and execute a comprehensive strategy to raise direct LP capital from ultra-high-net-worth individuals (UHNWIs) and family offices
- Source and connect with prospective investors via outbound calls, emails, and events
- Assist in preparing compelling pitch materials, investor decks, and data room content
- Track pipeline activity, investor feedback, and relationship progress in CRM
- Communicate the firm's investment thesis, track record, and current opportunities with clarity and conviction, tailored to the sophisticated needs of target investors
- Support the end-to-end capital raising process; from initial outreach and relationship building to supporting due diligence and closing
- Partner closely with senior leaders to develop tailored investor strategies and ensure follow-through
- Cultivate and maintain deep, trusted relationships with UHNW investors, serving as a strategic advisor on real estate investment opportunities
- Collaborate closely with internal teams, including acquisitions, asset management, and finance, to provide investors with accurate and timely information
- Represent the firm at exclusive investor events, conferences, and networking opportunities to expand the investor network
- 1–3 years of experience in capital raising, investment banking, sales, private equity, or real estate investment management
- Proven ability or strong interest in sourcing and managing direct LP capital from ultra-high-net-worth individuals (UHNWIs) and family offices (preferred)
- Strong investment acumen with a grasp of capital structuring, market trends, and investment strategies; able to communicate complex opportunities to sophisticated investors (preferred)
- Excellent interpersonal and communication skills, both written and verbal
- Confident and comfortable making outbound calls and engaging in investor conversations
- Highly coachable with a strong desire to learn from senior leaders
- Strong organizational skills and ability to manage multiple relationships and tasks simultaneously
- Demonstrated grit, hustle, and resilience in pursuing ambitious goals
- Deep alignment with Rex’s mission, values, and long-term vision
Catalyze Human Flourishing through our products/services and to elevate/further humanity in all our business dealings.
Rex Values / Rex Culture
- Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing/innovating on their behalf.
- Product/Service Passion. Our business thrives or dies by products/services.
- Ludicrous speed. Our default pace is extremely fast. Time is precious, life is short; and moving fast is more fun and effective.
- FAWOMO. We will find a way, or make one.
- Loves going to war: prefers wartime to peacetime, always hungry to move forward, do more, and push growth.
- Chutzpah. Nothing ventured, nothing gained. Fortune favors the bold. Duc in altum.
- Fun. We should only do work, over the long run, that’s fun; and work with fun people. Jokes and humor welcomed; PC stuff and uptight behavior prohibited.
- Never-lose-money approach. Protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful; never risking what others have and need for what they don’t have and don’t need.
- Other-centered. Idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.
- Creative cost cutting constantly. There's always a smarter way, always room to cut, always ways to do more with less – a cost advantage is a competitive edge.
- Fewer, more capable. Bias to as lean of a team as possible, with the highest competency – reducing communication and coordination, creating more effectiveness.
- Underdogs. What we’ve done is nothing compared to what we’re going to achieve now. We’re fighting to be the best, clawing and biting up and forward, aiming to be the champs, be #1. Scrappy AF no matter how much we accomplish. We’ve never ‘arrived’ in our minds. We’re the underdogs always.
- Other attributes valued. Pointblank forthrightness in conversation with teammates, brutally facing problems; velvet glove with iron fist in human dealings; shrewd as a serpent innocent as a dove; hardcore work hustle; invictus mentality; swagger with humility; quiet professionalism; thrifty and not materialistic; loves who they work with, loves what they do, and loves who we serve.
Base Salary: $75,000 - $90,000 annually
Performance Bonuses: Upside structure tied to equity raised and deal milestones (1%–3% of raised equity, tiered incentives for key achievements)
Long-Term Alignment: Opportunity for equity participation in investment returns
Benefits
- Comprehensive health, dental, and vision insurance
- 401(k) with company matching
- Professional development opportunities to advance personal and professional growth
- Fully remote work flexibility, with travel required for investor meetings and strategic engagements
- Applicants will be required to pass a background check and reference check prior to their first day to verify their employment eligibility. For finance focused positions a credit check may also be required.
- We operate in the following states: Alabama, Arizona, Colorado, Florida, Georgia, Indiana, Iowa, Nebraska, North Carolina, South Carolina, Tennessee, and Texas. At this time, we will only hire people who live in or will relocate to those states. We have a strong preference for Texas and Florida as the majority of our portfolio is within those states.
Salary : $75,000 - $90,000
