Legal Counsel - Funds & Real Estate
Overview:
SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation.
Our real estate verticals include:
• SimpleEQUITIES (Private Equity Real Estate)
• SimpleADVISORY (Investment Advisory)
• SimpleMANAGE (Property Management)
• SimpleBRICKS (Development)
• SimpleREALTY ADVISORS (Brokerage & Leasing)
Job Description:
SimpleCITI is seeking a capable and motivated Legal Counsel to handle legal matters across our real estate and investment platform. This is an opportunity to be the first in-house legal hire, helping to build the foundation for fund formation, SEC compliance, and real estate deal support as the platform scales. You’ll work closely with company leadership and outside counsel on all transactional, regulatory, and governance work.
Fund Formation & Investment Legal Support
• Draft, review, and coordinate PPMs, LPAs, side letters, and subscription documents
• Oversee SEC compliance and regulatory filings related to SimpleADVISORY (e.g., Form ADV, Code of Ethics, RAUM)
• Assist with legal structuring and filings for Delaware entities, Series LLCs, and co-investment vehicles
• Support future broker-dealer and fund expansion efforts
Real Estate & Lending Transactions
• Assist with legal review of mortgages, notes, JV agreements, leases, and purchase contracts
• Coordinate due diligence and title reviews for acquisitions and financings
• Review and manage legal documents across development, management, and leasing functions
• Ensure alignment between legal docs and business operations across SimpleMANAGE, SimpleREALTY, and SimpleBRICKS
Compliance & Governance
• Maintain DHCR filings, regulatory registrations, and internal SOPs
• Track legal deadlines, filings, and compliance workflows
• Organize and maintain legal templates, contract records, and entity structure charts
• Collaborate with external legal and compliance partners as needed
Requirements
• JD from an accredited U.S. law school; admitted in NY or eligible for in-house registration
• 5–8 years of legal experience across fund formation, SEC/RIA compliance, and real estate transactions
• Strong knowledge of Reg D, LLC/Series LLC structuring, and real estate documentation
• Ability to work independently across a variety of legal tasks in a fast-paced environment
• Comfortable managing legal vendors, deadlines, and cross-functional coordination
Bonus:
- Experience with ERISA, 1031 exchange structures, or Delaware Statutory Trusts (DSTs)
- Familiarity with fund waterfall modeling, carry structures, or investor relations support
- Prior experience at a fund, real estate investment firm, or family office
- Experience working with litigation funders, claims administrators, or lien resolution firms in the mass tort space
- Familiarity with portfolio management systems or CRMs (e.g., Salesforce, DealCloud) for tracking diligence and legal asset performance