Pratham Shah

• Lease & Data Management: Directed comprehensive lease abstraction, including the analysis of global real estate documents (Retail/Office/Industrial) for full lease, Om Rent Roll, Encumbrance, REA, Kabro, and Maimi Templates. Managed new lease setup, tenant onboarding, and captured critical lease details (e.g., tenant up-billings, lease logs, clauses) within accounting systems (Yardi).
• Financial Reconciliation & Reporting: Led the reconciliation of accounts, including annual operating expense calculations for tenants (CAM, RET), monthly rental payment schedules, and prepared annual rent start letters and final rental/recovery charge schedules (Yardi).
• Property Accounting & System Utilization: Proficiently managed property accounting data, including entering straight-line rent information, with a strong understanding of relevant accounting systems (Yardi).
• Tenancy Schedule & Aging: Maintained accurate tenancy schedules through detailed monthly rental payment preparations for major retail, office, and industrial tenant.

Prepared detailed financial schedules for monthly rental payments and annual recovery charges. (Rent Roll statements, Yardi, Dealsumm, Argus, and worked in valuations templates for multifamily and CRE properties.)

Assisted in operating expense reconciliations to ensure accuracy and enhance financial processes.

Analyzed and abstracted global real estate lease documents, including new lease setups.

Captured critical lease details and prepared review summaries following standard procedures.

Evaluated prospective real estate initiatives by providing comprehensive lease and contract analysis.

Conducted redlining and management of contracts to support various scenarios such as renewals.

Optimized core business processes and enhanced user interfaces for improved operational efficiency.

Conducted workplace compliance training to mitigate liability risks within facility management.

Core Responsibilities:

• Underwriting & Loan Sizing: Evaluate real estate initiatives for loan sizing, structuring, and transaction funding analysis, including business case development for new leases, renewals, and dispositions.
• Lease Abstraction & Financial Analysis: Conduct comprehensive lease abstraction by analyzing global real estate documents (Retail/Office/Industrial) for full lease, Om Rent Roll, Encumbrance, and REA (Reciprocal Easements Agreements). Utilize extracted data for account reconciliation, variance analysis, and preparing financial forecasts, incorporating aging details, CAM, and RET worksheets.
• Tenancy and System Management: Develop accurate tenancy schedules from lease data. Utilize property accounting systems (e.g., Yardi Voyager) to manage critical lease and financial data, integrating tax bills into analyses.

Managed comprehensive lease abstraction, focusing on global real estate
documents and critical lease details.
Worked in financial statements alongside market data to identify
investment opportunities.
Helped with financial models, projecting cash flows, IRR, and performing
sensitivity analysis.
Helped in risk assessments to pinpoint key financial and operational deal
risks.
Personal Summary
Skills
Experience
Worked in loan terms and equity returns for profitability assurance and
risk mitigation.
Helped in thorough underwriting reports, outlining findings and
recommendations for stakeholders.
Partnered with internal teams and clients to evaluate deal structures and
investment viability.
Monitored market trends and economic factors influencing underwriting
decisions.

Executed daily engagements for various sizing models in real estate leasing and NDA management.

Reviewed and redlined commercial real estate leases and non-disclosure agreements to ensure compliance.

Analyzed global real estate lease documents for retail, office, and industrial tenants.

Contributed to preparation of monthly rental payment schedules for major tenants, processing trade-related transactions.

Maintained team production data in SharePoint while ensuring effective communication between tenants and landlords.

Assisted in annual operating expense reconciliation by compiling tenant data and preparing invoices for reconciliations.

Supported preparation of annual rent start letters, capturing necessary information in accounting systems for next year.

Utilized DealSumm tool for due diligence, compliance, accountability, and financial management in commercial real estate, Evaluate real estate initiatives for loan sizing, structuring, and transaction funding analysis, including business case development for new leases, renewals, and dispositions.

Conducted data breach analysis and compiled cyber incident reports for effective risk management.

Managed team as point of contact for incident response, disaster recovery, and non-disclosure agreements.

Handled client communications regarding project updates and requirements.

Drafted and maintained query logs for conflict resolution among project members.

Performed quality control to ensure adherence to project standards.

Prepared daily status reports to track project progress and milestones.

Researched, reviewed, and redlined documents related to disaster recovery, incident response, and NDAs.

Executed document sampling and consistency checks to enhance accuracy in contract management.