Ms. Stone supports real estate asset appraisal, valuation and performance processes and reporting including retrieving, analyzing, consolidating and formatting data from various internal and external sources related to all investments.
She also supports verifying historical and projected financial and investment performance to assess compliance with investment restrictions contained in asset management agreements. Ms. Stone is involved in the creation of monthly cash flow models and summarizes and reviews appraisal information for quarter-to-quarter comparison. She also calculates union labor hours and supports each investment’s compliance requirements. Prior to joining National in 2011, Ms. Stone was an Audit Senior Associate at CohnReznick, PC and primarily served the affordable housing industry. During her five years at CohnReznick, she provided financial statement audit and tax return services, breakeven calculations, certifications for carryover allocations, and cost certifications.
Ms. Stone is a native of Trenton, GA and graduated from the University of Tennessee at Chattanooga with Bachelor of Science degrees in both Accounting and Finance. She also received a Master of Professional Studies degree in Real Estate from Georgetown University. She has six years of public accounting experience and ten years of experience in the commercial real estate industry. Ms. Stone is a member of the Urban Land Institute.