Michaela Boone Email & Phone Number

Atlanta, Georgia, United States

In addition to my brokerage efforts, I will also serve as CFO & COO of terra alma. I am excited to manage our daily operations, implement our new hire training program, and improve our processes and procedures.

Atlanta, Georgia, United States

Since 2016, Michaela has developed a true passion for all things real estate. She has viewed the industry from many angles including lending, investing, and advisory. Michaela’s love for people, numbers, and food fuel her zeal to go above and beyond to deliver for clients. She loves finding new eateries, discovering local brands, and fostering.

Greater Atlanta Area

• Execute financial analysis and modeling for a portfolio of nine investment grade borrowers, comprised of $3Bn in loan commitments
• Develop strong working relationships with clients and other internal lines of business to ensure open communication and improved understanding of the borrower’s operating performance, business needs, and industry trends
• Present quarterly internal performance reviews to credit committee managers regarding the ongoing health of each borrower relationship
• Meet numerous concurrent deadlines, evaluate borrower’s risk profile, and adhere to regulatory and compliance stipulations

Charlotte, North Carolina Area

• Closed 6 multi-million dollar transactions within the first six months totaling $5.7Bn in syndicated transaction volume
• Performed complex financial modeling on a portfolio of one private and 16 public REITs, comprising of $2.2Bn of loan commitments originated by Wells Fargo, and recommend potential business opportunities based on.
• Composed borrower financial reviews and internal credit memorandums focused on the borrower’s adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt
• Presented quarterly internal credit reviews to portfolio managers regarding the ongoing health of each REIT relationship

Charlotte, North Carolina Area

• Analyzed financial statements and Form 8609s to ensure compliance with Low Income Housing Tax Credit (LIHTC) regulations
• Computed quarterly conversion analyses to compare borrower actuals with initial underwriting and further forecast ongoing performance
• Engaged vendors to facilitate ordering and analyzing of third-party reports, including tax returns, appraisals, property condition reports, environmental reports, consent requests, disbursement requests and costing.
• Executed waterfall analyses to project payoff at time of deal exit, as well as any adjustments resulting in tax credit recapture

Charlotte, North Carolina Area

• Spread financial statements for transitional properties to assess borrowers’ compliance with loan covenants
• Assessed the ongoing financial performance of properties within the loan portfolio and compared the actual performance to the lender underwriting, appraisal, and borrowers’ projections
• Prepared deal reviews for CMBS loans in order to assist asset managers in evaluating the health of a securitization
• Complied comparable and relevant market data by utilizing the CoStar and REIS property databases

Washington, D.C.

• Selected as one of 230 for an 18-month professional development program for high-achieving diverse talent.
• Complete business case studies and intensive projects to hone analytical, quantitative, and communication skills.
• Participate in four conferences hosted by industry leaders, such as Citi, Google, Credit Suisse, Deloitte, and Target

Greenwich, CT

• Client Administration intern tasked to reconcile and report errors between third party and internal data in order to provide investors with accurate quarterly updates.
• Standardized the reporting process for prospective investors by creating a pipeline log and central documentation system.
• Analyzed and recommended methods of reducing operational risk by interviewing employees, analyzing survey results, and creating a graphic representation of controls within firm.