Head of Real Estate

• Lead, hire, develop, and retain a high-performing team across the service lines; set clear expectations and build accountability.
• Serve as a player/coach—able to engage in detail when needed while elevating the team’s systems, standards, and talent.
• Build a culture of service, discretion, collaboration, continuous improvement and efficient stewardship of resources.
• Support governance meetings across various decision-making bodies for property matters. 
• Seek support for decisions across multiple constituents for property-related decisions, such as budget approvals, project support, security recommendations, capital improvements, etc.

• Create and manage budgets, forecasts, investment pro-formas, and capital planning for the portfolio; steward resources in line with family preferences and risk posture.
• Improve operating efficiency through smart staffing models, vendor leverage, process standardization, and technology—without compromising the service experience.
• Partner with WEI finance/accounting and risk management/insurance teams on controls, reporting, and risk transfer as needed.

• Own day-to-day performance of the property operations platform—ensuring reliable execution, service standards that match family preferences, and discreet, family-first support.
• Translate family preferences into clear operating procedures, service levels, and escalation paths; ensure consistency across locations and providers.
• Establish a disciplined cadence of planning, prioritization, and follow-through across workstreams (operations, projects, leasing,  special services, and event support).
• Integrate security considerations into property operations, travel/event planning on properties, and project delivery in partnership with security leadership and external partners.

• Develop and maintain a strategic real estate plan for the portfolio, including lifecycle planning (renovations and capital improvements).
• Build a data-driven framework to assess needs, risks, options, and tradeoffs; present clear recommendations that facilitate timely decision-making by the President, WEI leadership, and family stakeholders.
• Work to improve quality and consistency of property reporting that provides real-time visibility into portfolio activity (property operations, leasing, projects, vendors, and events support).

• Oversee the pipeline of development, acquisitions, renovations, and construction; ensure projects are delivered on time, on budget, and to the expected quality.
• Lead or oversee project design and construction management across internal teams and third parties, including permitting, procurement, scheduling, and risk management.
• Run disciplined project governance: scope control, change management, owner’s representation, and after-action reviews to improve future delivery.

• Own the end-to-end vendor lifecycle: requirements definition, RFPs, selection, contracting, onboarding, performance management, and renewal/exit decisions.
• Set clear KPIs and quality standards for vendors (property management, construction trades, hospitality/events support, security services where applicable) and address issues quickly and professionally.
• Identify opportunities for outsourcing and cost synergies while protecting service quality and discretion.

• Operational focus: builds repeatable processes, delivers reliably, and holds teams and partners accountable.
• Stewardship mindset: efficient with resources; improves cost and service outcomes through disciplined planning and execution.
• Stakeholder agility: navigates multiple constituencies; earns trust through discretion, responsiveness, and follow-through.
• Influence and decision facilitation: frames options and tradeoffs; brings clarity to complex choices; persuades with judgment and data.
• Project and portfolio management: prioritizes effectively, manages risk, and drives results across many concurrent initiatives.

• Significant experience (typically 15+ years) leading real estate and property operations for a complex, multi-site portfolio with a high service expectation.
• Prior family office or UHNW private setting experience is strongly preferred, with demonstrated ability to operate discreetly and build trust with principals and household teams.
• Track record overseeing mixed-use assets and the full lifecycle of property operations, capital projects, and vendor networks.
• Experience integrating security considerations into property operations and projects, partnering effectively with security professionals and external agencies as needed.

• High integrity and confidentiality; mature judgment and steady temperament.
• Service-oriented, humble, and collaborative; comfortable leading through change.
• Practical, solutions-first approach with a bias toward action and continuous improvement.

Hillary@shineassociatesllc.com

Tim@shineassociatesllc.com

Lillian@shineassociatesllc.com

Chandlee@shineassocaitesllc.com

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