Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

SAMIDHA BHAUKA

Mumbai

Summary

Detail-oriented and highly motivated Real Estate Valuation Specialist with five plus years of experience in property appraisal, market analysis, and financial modeling. Adept at leveraging industry tools and data to provide actionable insights for clients and stakeholders. Also passionate about corporate citizenship.

Overview

11
11
years of professional experience

Work History

Assistant Manager (Real Estate- Tangible)

KPMG KGS
10.2021 - Current
  • Audit Reviews: Performed private equity review of industrial and self storage portfolios consisting of 100+ properties located across US regions held by a US based Real Estate PE Fund. Responsibilities included checking reasonableness of values and assumptions utilized, reviewing memos/ exhibits and issuing fairness opinion.
  • Purchase Price Allocation (ASC 805) for a mixed-use luxury property (multi-family, retail and office) purchased in Texas for $450 million by an investment management company. This involved income approach valuation in Argus modelling with more than 90 retail tenants. Along with cost approach valuation.
  • Leasehold valuation (ASC 842) performed lease abstraction and leasehold interest analysis for leased properties including land, office, retail and industrial properties located across USA and other countries like France, Spain, Sweden, Etc.
  • Corporate citizenship lead in Mumbai office for DA&S (1600 member team) with approx. 200 employee. This involved organizing activities with central team and approving SN level activity and ensuring participation.
  • Database: Expertize in software and databases like Argus Enterprise, CoStar, RCA, REIS, Realty Rates, MVS and Alteryx.

Senior Associate (Real Estate- Financial Markets team)

Price Waterhouse Coopers SDC
10.2019 - 10.2021
  • Audit review of various property types which included hotels, senior living, medical, data center, timber-wood, retail, multi-family, retail and industrial.
  • Impairment testing (ASC 360) Analysis and review of 30+ retail property for impairment analysis.
  • Detailed market research and data gathering of key investment metrics for valuation purpose.
  • Owned valuation which included all three methods of valuation income approach, sales comparison approach and cost approach.
  • Helped the team in building canada and luxemburg RE team, alongside being core part of USA team.

Research Analyst (Funds and Fixed income team)

Crisil Ltd.
03.2015 - 06.2016
  • Providing valuations for fixed-income and hybrid securities to asset managers, including mutual funds, insurers, banks and retirement funds.
  • Maintaining customized benchmarks for fixed-income portfolios.
  • Assisted team in handling new clients and managed client queries.
  • Assisted IT team as and when required, moved valuation process from excel to internal software.

Assistant Research Analyst

Peerless Securities Ltd
02.2014 - 02.2015
  • Preparing financial model on excel sheet of a particular company through capital line, company annual reports, bloomberg, interim reports, etc.
  • Meeting with clients to present fundamental reports and attending investors meet.
  • Preparation of fundamental part of daily, weekly and monthly reports.
  • Launched summer internship programme with15 interns from different colleges.

Education

EGMP -

IIM B
Bengaluru, India
08-2024

CFA -

CFA Institute
12-2014

CFP -

FPSB
01-2011

B.Com (Hons) - Accounting And Finance

St. Xavier's College
Kolkata
01-2011

Class XII, I.S.C - undefined

Loyola School
01.2008

Class X, I.C.S.E - undefined

N.H.E.S
01.2006

Skills

  • Real Estate Valuation
  • Argus Modelling
  • Financial Modelling
  • Audit Review and Lease Abstraction
  • Purchase Price Allocation
  • Market Research Analysis

Accomplishments

  • 2024: Corporate citizenship Award at KPMG KGS
  • 2023: Super team award in corporate citizenship at KPMG KGS
  • 2023: Kudos Award at KPMG KGS.
  • 2022: Internal award twice as $100 voucher from Onshore USA team.
  • 2021: Spot Award at PwC SDC.

Timeline

Assistant Manager (Real Estate- Tangible)

KPMG KGS
10.2021 - Current

Senior Associate (Real Estate- Financial Markets team)

Price Waterhouse Coopers SDC
10.2019 - 10.2021

Research Analyst (Funds and Fixed income team)

Crisil Ltd.
03.2015 - 06.2016

Assistant Research Analyst

Peerless Securities Ltd
02.2014 - 02.2015

Class XII, I.S.C - undefined

Loyola School

Class X, I.C.S.E - undefined

N.H.E.S

EGMP -

IIM B

CFA -

CFA Institute

CFP -

FPSB

B.Com (Hons) - Accounting And Finance

St. Xavier's College
SAMIDHA BHAUKA