Real Estate Officer 4

REAL ESTATE OFCR 4 (000695)

UCPath Position ID: TBD_940964

Position Description History/Status

Approved Date:

2/6/2026 6:20:46 PM

Date Last Edited:

2/6/2026 6:20:42 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

6400O

Organization:

VICE CHANCELLOR/CHIEF FINANCIAL OFFICER

Division Code:

6455D

Division:

REAL ESTATE SERVICES

Department:

318600 - UCLA REAL ESTATE

Position Details

UCPath Position Number:

TBD_940964

Position Description ID

252127

UC Payroll Title:

REAL ESTATE OFCR 4 (000695)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 25

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

E: All Others - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40056483

Reports to Payroll Title:

Real Estate Manager 1

UCPath Department Head Position Number:

40053216

Department Head Payroll Title:

Real Estate Manager 3

DIRECTION - Indicates that the incumbent establishes procedures for attaining specific goals and objectives in a broad area of work. Only the final results of work done are typically reviewed. Incumbent typically develops procedures within the limits of established policy guidelines.

POSITION SUMMARY

Serves as a senior real estate expert responsible for leading complex leasing, acquisition, disposition, and occupancy transactions of various types of real estate, including office, clinical, medical, lab, land, and multi-family properties, in support of the University's strategic needs. Provides high-level technical analysis and policy guidance to conceptualize, structure, and negotiate real estate agreements of significant scope, sometimes in tens of millions of dollars in value and risk. Manages rigorous assessment of properties, ensures compliance with University policies, laws, and contractual obligations, and coordinates with the U.C. Office of the President, including its Real Estate Services and Strategies office and the Office of the General Counsel, and internal clients and stakeholders. Leads transaction negotiations, directs brokers and consultants, and represents the University in discussions with landlords and property owners and their brokers, attorneys, and advisors. Oversees the drafting and review of leases, negotiates and oversees the collection of fee-in-lieu payments, tenant improvement and operations-related lease

matters, and resolves high-impact issues. Prepares accurate and complex correspondence and reports to inform decision-making based on high-level analytical skills. Provides guidance and shares advanced transactional and policy knowledge with less senior real estate professionals and other team members within the department.

Incumbent functions with a high degree of independence and autonomy, advising real estate leadership and independently managing specialized projects and initiatives requiring expert judgment and problem-solving. Supervision consists of regular meetings with the Director of Real Estate to review regarding off-campus lease requirements, acquisitions, dispositions, priorities, projects and problem areas and incorporate feedback.

UCLA Real Estate provides cost-effective professional real estate services for UCLA entities, whih are continually improved in order to exceed the expectations of our customers and to fulfill our fuduciary responsibilites to the University.  We assist campus users with off-campus leasing and real estate agreements, third party agreements for on-campus space and coordinate purchases and sales of real property.  We also provide lease administration for our off-campus leases.

Negotiation and Preparation of University Leases

a. Secure executed Department Authorization Forms (DAFs) from departments, schools, and other University entities requesting a lease.  b. Coordinate with user groups and project managers to define in detail a user group's requirements.  c. Contact area landlords and/or work with brokers to locate suitable space for a department’s requirements.  d. Coordinate EIC review, seismic evaluation, Fire Marshall review, ADA review, and other compliance requirements.  e. Conduct economic analysis, and obtain and evaluate lease comparables.  f. Prepare and negotiate letters of intent and requests for proposals. Evaluate responses and formulate counteroffers.  g. Prepare lease documents.  Negotiate lease language, provide suggested lease language modifications and revisions in coordination with OGC and outside counsel.  h. Coordinate with UCLA Insurance and Risk Management to ensure compliance with UC Standing Orders regarding insurance, liability and indemnification.  i. In conjunction with UC’s Office of General Counsel, negotiate subordination and non -disturbance agreements with property owners and lenders.  j. Coordinate lease form approval for larger value leases with the U.C. Office of the President’s Real Estate Services & Strategies and the Office of General Counsel.  k. Coordinate lease execution.  l. Attend construction meetings, resolve punch list issues, and follow up with landlords regarding outstanding issues.  m. Coordinate with landlords, department’s lease administrators, and OGC to resolve lease enforcement and related issues.  n. Negotiate and finalize departmental fee-in-lieu of commission agreements with brokers and landlords.  o. Handle all aspects of leasing space to private commercial tenants in UC-owned buildings on and off campus.  p. Manages and maintains strong relationships with relevant internal and external entities.

60%

Acquisition and Disposition of Property

a. Plans and directs transactions to fit within the University policy framework while still creatively structuring the transactions to achieve the desired results.  b. E stablishes values for various types of property and independently reaches conclusions based on original work and review of third-party appraisals.  c. In coordination with the Office of the President and the Executive Director and/or Director, negotiates terms for the acquisition and disposition of designated properties.  d. Retains third-party professional and consulting firms.  Arranges and coordinates inspections and due diligence of properties with various campus offices and third-party professional firms, and various campus entities, including Capital Programs, the campus Building Official, the Fire Marshall, and EH&S.  e. Evaluates and analyzes complex due diligence issues.  Request additional information and materials, and orders additional reports and testing as required.  f. Evaluates complex title and survey issues. Identifies issues to be addressed by counsel, title, and/or seller;  g. Analyzes submittals from external entities for accuracy and obtains required preliminary and policy compliance approvals.  h. Prepares drafts of Presidential and Regents’ approval Items, and supporting documents in coordination with UCOP’s RESS and OGC, system-wide offices, and UCLA  campus and Health entities.  i. In coordination with the Office of the President and the Executive Director and/or Director, review and request appropriate modifications and corrections to closing statements, wire fund transfers, and closing documents.  j. Oversees and monitors the progress of construction being performed by sellers.

20%

Special Projects

a. Prepare financial analyses as needed.  b. Conducts high level research and prepare reports on unique University matters as needed.  c.  Assist the Executive Director and Director with other special real estate-related projects, as needed.  d. Recommends and documents policies and procedures.  e. Prepares various types of real estate license and occupancy agreements for the University.  f. Interprets contract requirements and represents the University in licensor compliance issues and/or disputes.  g. Prepares and obtains waivers to the U.C. Seismic Safety Policy and other U.C. policies as warranted.

20%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

in related area and/or equivalent combination of education and experience

Required

Master's Degree

in Business

Preferred

Minimum of 10 years

of Real Estate Experience

Required

California Real Estate or Broker's licenses

Preferred

Advanced knowledge and understanding of specific real estate assignments, such as proven ability and experience in conducting lease negotiations relating to financial and legal contractual terms, contract development, space planning, coordinating tenant improvement projects, finance and property management, and superior skills in lease negotiation and drafting of leases and legal documents. Advanced understanding of the legal terms and clauses of significant commercial real estate leases.

Required

Advanced knowledge of real estate principles and practices, methods, and procedures used in competitive real estate transactions, including value analysis and source selection techniques. Professional experience in commercial real estate practices and lease contract development.

Required

Advanced knowledge in leasing, acquisition, disposition, and occupancy transactions for various types of commercial real estate, including but not limited to, office, clinical, medical, lab, land, and multi-family.

Required

Advanced ability to negotiate favorable business terms and lease language of commercial leases (office, medical, retail, and/or industrial). Advanced organizational and negotiation skills. Ability to effectively resolve financial and contractual issues and disputes. Demonstrated attention to detail and ability to accurately document and maintain lease files.

Required

Knowledge and understanding of sound business practices and procedures. Demonstrated high-level interpersonal and communication skills. Demonstrated advanced analytical and decision-making skills.  Demonstrated ability to establish priorities and act effectively under time constraints.  Demonstrated skill in working independently and following through on assignments with minimal direction.

Required

Demonstrated ability to effectively operate a personal computer with Windows operating system. Working knowledge of Microsoft Word, Outlook, Excel, and other spreadsheet and word processing software.

Required

Demonstrated successful experience working in a corporate and/or commercial real estate environments.  Demonstrated detailed knowledge and understanding of commercial real estate property management.

Required

Demonstrated and significant experience with significant real estate transactions involving the University and/or governmental entities.

Preferred

Strong understanding of risk management, seismic, fire and other life safety and ADA compliance issues.

Preferred

Demonstrated ability to conduct property inspections and analyze the results of such inspections.

Required

Demonstrated ability to prioritize assignments, work independently and as a member of a team, as well as be responsive to supervision, exercise excellent business judgment, and find creative solutions to problems.

Required

Working knowledge of technical, building code, and engineering aspects of construction as used in tenant improvement projects and asset management. Demonstrated knowledge and understanding of commercial construction, contracting and project management.

Preferred

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Other University Setting(s)

Location:

10920 Wilshire Blvd #815

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.