Financial Analyst Data

TOMI KAPOOR

SAN FRANCISCO, CA

******.****@*****.*** 626-***-****

WORK EXPERIENCE

Duff and Phelps, San Francisco, CA

Real Estate Analyst, Real Estate Advisory Group November 2019 to Present Description: Advised multi-$bn commercial real estate (CRE) firms by conducting financial analysis and research Financial: DCF (Argus; Excel), returns (NPV; IRR; CoC; waterfall), lease and comparable analysis, and dev. models Research: Data organization (CoStar; Cost of Capital; PWC) and discussions with market participants including brokers

Conducted quarterly mark to market analysis for Menlo Equities office fund, working with their investment team

Consulted on dissolution and capital distribution through a detailed valuation of the Bullock Estates Trust (Office)

Organized valuation restructuring for largest asset owner in Hawaii (all asset classes), Kamehameha Schools, by redesigning models, aggregating operating and market data, writing concise reports, and inspecting the properties

Led audit of global investment returns for industrial owner, Prologis, identifying several reporting errors

Provided M&A, business combination guidance to several clients by analyzing owned assets and corporate leases Leadership Insights:

Mentored real estate new hires and interns on the valuation process, associated research and relationship building Altus Group, Los Angeles, CA

Real Estate Valuation Analyst, Research, Valuation and Advisory Practice August 2018 to November 2019 Description: Guided valuation management of NCREIF funds through financial analysis, data analytics and research

Developed property level debt valuation including collateral value review for LTV analysis, asset financial statement review for DSCR analysis, and market interest rate review to provide a net asset value (Excel)

Built filterable comparable model through data manipulation (RCA), saving Altus hundreds of manual labor hours

Managed upload of client data to database (DataBridge) allowing clients to understand portfolio performance

Executed valuation, investment and development analysis for ARA, Trammel Crow, TIAA, and more INTERNSHIPS

JMA Ventures LLC, San Francisco, CA

Financial Analyst Intern, Acquisitions & Asset Management June 2017 to July 2018

Underwrote potential property acquisitions and developed investor waterfall distributions through due diligence, market research and financial modeling of pro forma cash flows (Excel), ensuring benchmark profit returns

Compiled analysis into investment memorandums (Word/PowerPoint) and presented to the investment team as well as potential capital partners in both impromptu and planned investment committee meetings Select Hotel Projects (Property/City/Doors/Project Cost/Type)

(Hayes Mansion/San Jose/>$25M/Acquisition + PIP); (Hotel Avery/Truckee/>$20M/Development) TECTA Associates, San Francisco, CA June 2017 to July 2018 Financial Analyst Intern, Real Estate Development

Royal Bank of Canada, Toronto, Ontario June 2016 to September 2016 Summer Financial Analyst Intern, Technology & Operations – Reporting & Allocations EDUCATION

NYU, New York, NY (Remote) August 2020 to Present

Real Estate Data Analytics Certificate (In-Progress) UCSB, Santa Barbara, CA Graduated June 2018

Bachelor of Arts, Economics and Accounting

Relevant Coursework: Financial Management, Accounting, Econometrics, Calculus, Statistics, Bus. & Financial Law, MIS Leadership: Future Business Leaders of America, VP of Corporate Relations; Investment Advisory Committee; Member Technology Management Program (TMP) Certificate

New Venture Competition (NVC) USCB, Finalist & Award Winner Received May 2018

Shilo won $20K in prize money for an innovative, financial solution to Accessory Dwelling Units (ADU’s) CERTIFICATIONS & SKILLS

Argus Software Certified/Excel (Modeling); R-Studio/Python (Data Analytics); Word/PowerPoint/Adobe (Presentation)

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