Strategic Real Estate, Portfolio Planning & Strategy Lead

Costa Mesa · Costa Mesa, CA (OC-00) · USD 185,000-240,000 · 5-10 years experience · Full-time · Onsite · Posted Oct 20, 2026

At a glance

As Portfolio Planning & Strategy Lead at Anduril Industries, you will own the planning process that decides how much space the company needs, of what type, where, and when across a global real estate portfolio of 10M sq ft of R&D labs, manufacturing hubs, and offices.
This is a hands-on senior role turning headcount plans, program schedules, and portfolio data into forecasts of demand and supply while making the case for what to do next to division leaders and the C-suite.

Own the Real Estate Planning Cycle by running the quarterly portfolio forecast end to end.
Gather headcount and program plans from Finance, Corporate Operations, and the business divisions.
Reconcile competing plans into one view of demand by division, workforce type, and region, and publish the 5–10 year outlook.
Track plan vs. actual across forecast versions, and explain why the numbers moved.
Forecast seat, office, R&D, and production space demand against current and committed supply, quantifying gaps by market and year.
Model scenarios including growth cases, program wins and losses, M&A, relocations, and divestitures along with their OpEx and CapEx impact.
Define and track portfolio efficiency and utilization metrics such as SF per head, seat ratios, utilization, cost per seat, and production space relative to output.
Work with Talent, People, and division leaders on workforce strategy, hiring velocity, workforce mix, and in-office patterns to translate into location strategy.
Build and present executive communication materials for C-suite and division-leader decisions, including quarterly business reviews and expansion option analyses.
Maintain and extend planning data pipelines and models using Palantir Foundry, Python, and SQL with automated validation.

Bachelor's degree in Real Estate, Finance, Economics, Business Administration, Data / Information Science, Urban Planning, Engineering, or a related field.
Minimum of 5 years of experience in strategic real estate planning, corporate portfolio strategy, FP&A, capacity or workforce planning, real estate investing (equity or credit), development, or corporate development, including experience leading or mentoring analysts/associates.
Strong financial and analytical modeling skills, building own models in Excel and Python or SQL.
Hands-on use of LLMs and modern data platforms such as Palantir Foundry, Databricks, Snowflake, or dbt.
Excellent communication with a demonstrated capacity to influence cross-functional teams and senior executives.
Ability to travel up to 10% for site visits, stakeholder meetings, and industry events.
U.S. citizenship required; eligibility for security clearance preferred.

Experience forecasting space for manufacturing, R&D, or other capital-intensive operations, not only office.
A track record of building forecasts from incomplete or conflicting plan data, and explaining to leadership why they changed.
Experience planning around M&A integration, relocations, or consolidations.
Background in defense, aerospace, or another fast-growing hardware company.

Comprehensive, competitive benefits package available at little to no cost to employees supporting health, recovery, and other needs
Highly competitive equity grants included in the majority of full time offers

Ability to travel up to 10% for site visits, stakeholder meetings, and industry events.