INTERNSHIP DETAILS

Investment Associate/Financial Analyst Summer 2027 Intern

CompanyCaldwell Watson Real Estate Group, Inc.
LocationCypress
Work ModeOn Site
PostedNovember 11, 2026
Internship Information
Core Responsibilities
The intern will assist the investment team with financial modeling, market research, and the underwriting of real estate development projects. They will also help prepare project reports, budgets, and investor materials to support acquisition and disposition processes.
Internship Type
full time
Company Size
222
Visa Sponsorship
No
Language
English
Working Hours
40 hours
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About The Company
We honor God by stewarding resources, cultivating relationships, and creating extraordinary communities that enrich lives. Caldwell Companies was formed in 1990 as a fully integrated real estate firm specializing in commercial and residential investment and development, as well as commercial brokerage and management services. Throughout our history, our name has been synonymous with our mission of Doing it right. Right now.® The combination of personalized service with a sense of urgency is part of the fabric of Caldwell Companies. We aspire to live out our stated mission with our vendors, suppliers, partners, peers and especially our clients. We have charged ourselves with a mission to hold ourselves accountable to a higher standard. We are committed to open, honest and fair dealings in every facet of our business, turning our knowledge and experience into distinct advantages for our customers. Our dedication and values derive from our faith-based way of life. Deeply rooted in our culture are the qualities of integrity, character and a strong work ethic that honor a greater purpose.
About the Role

Description

About Caldwell Companies

Caldwell Companies is an award-winning, fully integrated real estate development and investment firm based in Houston, Texas. For more than 35 years, we have developed master-planned communities, commercial developments, and residential rental communities. Recognized by the Houston Business Journal as one of the Best Places to Work, Caldwell offers a faith-based, fast-paced, entrepreneurial culture grounded in integrity, teamwork, and selfless service, guided by our mission, Doing it right. Right now.®


Position Summary

As an Investment Intern, you’ll work alongside our financial analysts as part of the investment team, getting a firsthand look at the acquisition, underwriting, and disposition process for our development projects. You’ll assist with financial modeling, market research, and project reporting while learning how development plans, market conditions, and financing decisions influence investment performance across residential, multifamily, commercial, and mixed-use projects.


Requirements

Key Responsibilities

· Assist financial analysts with building and updating Excel models for prospective acquisitions and existing development projects.

· Research market trends, comparable properties, pricing, rents, and absorption to support underwriting assumptions and feasibility analysis.

· Review offering memorandums and acquisition materials; organize information to support the team’s evaluation of investment opportunities.

· Help update project budgets, forecasts, and cash flow projections; compare actual results with planned performance and summarize variances.

· Support analysis of investment returns, financing needs, and potential disposition opportunities under the guidance of the investment team.

· Assist with financial reports, investor reporting materials, and presentations; check supporting data for accuracy and completeness.

· Collaborate with investment and development teams on project assignments and additional research and analysis as needed.


Qualifications

· Currently pursuing a graduate degree in finance, real estate, economics, accounting, business, or a related field.

· Foundational understanding of financial statements, financial modeling, cash flow, and investment concepts through coursework or prior experience.

· Working knowledge of Microsoft Excel, including formulas and organizing data; financial modeling coursework or experience is a plus.

· Strong analytical, organizational, and communication skills, with attention to detail and the ability to manage deadlines.

· Curiosity about real estate development and investment, willingness to ask questions and learn, and initiative to follow through on assignments.


What You’ll Gain

Practical experience applying financial analysis to real development projects, learning from investment professionals, and understanding how financial and operational decisions shape a project from acquisition through disposition.

Key Skills
Financial ModelingExcelMarket ResearchFinancial AnalysisUnderwritingData AnalysisProject ReportingCash Flow ProjectionsBudgetingInvestment AnalysisReal Estate DevelopmentCommunication SkillsOrganizational SkillsAttention To Detail
Categories
Finance & AccountingConstructionManagement & Leadership