Samir Badi
Havertown,Pennsylvania
Summary
Aspiring real estate private equity analyst with hands-on experience in real estate underwriting and financial modeling. Passionate about identifying mission-aligned investment opportunities and supporting early-stage growth and M&A strategies
Experienced with financial analysis, budgeting, and reporting. Utilizes analytical skills to assist in financial forecasting and planning. Knowledge of financial software and MS Excel for accurate data management and reporting.
Overview
5
5
years of professional experience
Work History
Real Estate Private Equity Intern
Project Destined
06.2025 - Current
- Collaborating with a cohort of 150+ interns to underwrite live investment opportunities across multifamily, retail, and student housing asset classes
- Building pro forma financial models in Excel to evaluate investment returns using metrics such as IRR, cash-on-cash, and equity multiple
- Conducting market research to assess tenant demand, occupancy rates, and rent comps in top-tier U.S. markets
- Analyzing real estate capital stacks, including senior debt, mezzanine, and preferred equity structures
- Participating in weekly investment training sessions led by industry professionals including former Carlyle Group executives
- Delivering pitch presentations in live deal competitions simulating real-world acquisitions to senior investment professionals
- Strengthened public speaking, financial analysis, and investment decision-making skills in a high-pressure, team-oriented environment
Finance Intern
Rayx Diagnostics
01.2024 - 05.2024
- Assisted in preparing monthly financial reports, analyzing variances between budgeted and actual figures to support senior finance staff
- Conducted cost analysis on healthcare services, improving understanding of departmental spending patterns and identifying potential cost-saving opportunities
- Supported revenue cycle management by organizing and tracking patient billing data, contributing to timely reimbursement collections
- Collaborated with the accounting team to reconcile general ledger accounts and ensure financial data integrity
- Utilized Excel to build financial models for forecasting patient volume, revenue trends, and operating expenses
- Participated in internal audit prep by reviewing invoice records, purchase orders, and compliance documentation
- Gained exposure to HIPAA-compliant data handling practices and the financial impact of regulatory requirements in the healthcare industry
- Presented findings on financial trends and departmental performance in weekly meetings with cross-functional teams
Retail Real Estate Investments Underwriting Intern
Project Destined
04.2025 - 07.2025
- Completed a rigorous underwriting training focused on retail real estate fundamentals, including lease analysis, rent roll modeling, and tenant risk assessment
- Built Excel-based cash flow pro formas to model tenant performance, base rent escalations, and recoverable expenses
- Underwrote multi-tenant retail centers by analyzing lease terms, TIs, CAM/OpEx structures, and rent bumps
- Evaluated tenant creditworthiness using sales productivity, occupancy cost ratios, and co-tenancy clauses
- Participated in real-world underwriting simulations and deal presentations judged by retail REIT and investment firm professionals
- Gained deep insight into retail asset valuation, cap rate dynamics, and investor return metrics (IRR, equity multiple)
- Strengthened presentation, collaboration, and analytical skills through weekly technical workshops and team-based challenges
Student Housing Investments/Underwriting Inern
Project Destined
04.2025 - 07.2025
- Completed an intensive training on underwriting student housing assets, including rent-by-bed vs. rent-by-unit structures, pre-leasing cycles, and occupancy dynamics
- Developed detailed Excel pro formas to model rental revenue, expense ratios, leasing velocity, and Net Operating Income (NOI)
- Analyzed university market fundamentals such as enrollment trends, student-to-bed ratios, and Tier 1/Tier 2 school classifications to inform investment decisions
- Evaluated off-campus student housing deals using cap rate analysis, cash-on-cash returns, and yield-on-cost benchmarks
- Modeled lease-up strategies, seasonal cash flow variances, and risk factors tied to academic calendars and retention rates
- Participated in a live deal competition, presenting acquisition and development strategies to real estate professionals
- Strengthened skills in financial modeling, due diligence, and real estate market analysis with a focus on Gen Z housing demand
Real Estate Intern
Wagner Real Estate Group
06.2024 - 07.2024
- Observed day-to-day operations of a residential and commercial brokerage office
- Assisted agents with listing preparation, client communication, and scheduling showings
- Helped review comps and marketing materials for property listings
- Gained exposure to buyer qualification, lead nurturing, and MLS systems
- Learned firsthand about real estate sales cycles, client relationship management, and closing processes
Founder - E-Commerce Business Portfolio
09.2022 - Current
- Built and scaled 4 online businesses generating $493,000+ in total revenue
- Managed sourcing, marketing, analytics, and finance operations
- Sold one company (StadiumDrip) for a six-figure exit in under 12 months
Sales Associate
Krispy Kreme
01.2021 - 05.2022
- Delivered exceptional customer service in a high-volume retail environment, ensuring a welcoming and friendly experience for every guest
- Operated POS systems efficiently to process orders, handle cash, and complete credit transactions with accuracy and speed
- Maintained product presentation and stock levels by restocking doughnuts and merchandise throughout the shift
- Promoted seasonal and featured products, contributing to upselling and exceeding daily sales goals
- Ensured cleanliness and adherence to food safety standards in both front-of-house and kitchen prep areas
Education
Bachelor of Business Administration - Finance
Temple University
Philadelphia, PA05-2026
Skills
- Real Estate Financial Modeling (DCF, IRR, Pro Forma)
- Microsoft Excel (Advanced: VLOOKUP, PivotTables, ROI analysis)
- ARGUS Enterprise (In Progress)
- Market Research & Deal Sourcing
- CRM Tools (Wix, Shopify, Stripe Analytics)
- Cold Outreach & Lead Pipeline Management
- Financial analysis
- Strong Written & Verbal Communication
- Investment Memo Writing
Languages
English
Native or Bilingual
Turkish
Full Professional
Timeline
Real Estate Private Equity Intern
Project Destined
06.2025 - Current
Retail Real Estate Investments Underwriting Intern
Project Destined
04.2025 - 07.2025
Student Housing Investments/Underwriting Inern
Project Destined
04.2025 - 07.2025
Real Estate Intern
Wagner Real Estate Group
06.2024 - 07.2024
Finance Intern
Rayx Diagnostics
01.2024 - 05.2024
Founder - E-Commerce Business Portfolio
09.2022 - Current
Sales Associate
Krispy Kreme
01.2021 - 05.2022
Bachelor of Business Administration - Finance
Temple University
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