Nina Puente Stone (she/her)

Los Angeles, CA

310-***-**** / ad2yfm@r.postjobfree.com / http://www.linkedin.com/pub/nina-stone/19/381/225/ Summary

Dynamic and results-oriented candidate with more than 20 years of investment management expertise resulting in $7 billion of transaction executions and cost savings initiatives of $750,000 annually. Key participation in (i) the capital raise of $5 billion across 6 funds, (ii) the acquisition of $1 billion of institutional-quality real estate, (iii) the procurement of $700 million in first mortgage and mezzanine debt, and (iv) corporate mergers and acquisitions activity of $350 million. Professional Experience

Invesco Real Estate 2022 – current

Director / Co-Portfolio Manager Los Angeles, CA

Co-Portfolio Manager for the firm’s first open-ended, floating rate debt fund secured by commercial real estate offered to retail investors via a public, non-traded fund. Invesco Real Estate has over $90B of assets under management.

Key participation in the launch of a new open-ended floating rate debt fund secured by commercial real estate for retail investors through a 506b offering.

Successfully raised $60M of retail capital-to-date and secured $200M with $50M top-up from large institutional investor.

Key contributor to PPM, valuations guidelines, investment guidelines and other fund documents.

Responsible for portfolio construction, risk ratings, and asset management of commercial real estate loans for a $1B portfolio.

Managed the reporting process, including valuations, dividends, share price issuance, public filings, press releases, board meetings, compliance tracking and more.

Created portfolio-level models for tracking key statistics, allocations, and exposures, enhancing decision-making processes with a focus on optimizing portfolio performance. CBRE Investment Management 2010 – 2022

Managing Director / Head of Operations Los Angeles, CA Head of Operations for the Americas Direct Real Estate business at CBRE Investment Management

(formerly CBRE Global Investors), one of the largest real estate investment managers in the world with over $140 billion of assets under management.

Transactions / Capital Raising

Secured property-level financing with major banks, insurance companies, and syndicators.

Modeled and measured the financial impact of various structuring elements, including reserves and earn-outs, term and extensions, defeasance / yield maintenance, and interest rate hedging instruments.

Led underwriting and due diligence efforts in connection with the acquisition of office, industrial, and retail investments across the risk/return spectrum. Presented transactions to the Americas Investment Committee.

Raised $4.5 billion across 5 closed-end funds from large institutional investors including, but not limited to, public and private pension plans, insurance companies and global sovereign wealth funds.

CORE

COMPETENCIES

- Operations

- Capital Raising

- Acquisitions

- Development

- Portfolio

Management

- Property &

Fund Finance

- Structured

Finance

- Financial

Modeling

- Underwriting

- Project

Management

- Market Analysis

- Fund and

Property-Level

Forecasting

- Strategic

Planning

EDUCATION

- California

Lutheran

University

- Bachelor of

Science

- Business

Administration

- Emphasis:

o Finance

o International

Business

- May 2001

MEMBERSHIPS &

SKILLS

- NCREIF

- CCIM

- BOMA

- ARGUS

Nina Puente Stone (she/her)

Los Angeles, CA

310-***-**** / ad2yfm@r.postjobfree.com / http://www.linkedin.com/pub/nina-stone/19/381/225/ Investment Management

Extensive portfolio management experience including investment strategy ideation and formation, portfolio construction and liquidation, client care, cash management, performance measurement, risk management, and compliance across 9 closed-end value added funds.

Worked on open-ended credit fund, including asset management protocols and rating system for troubled or underperforming loans.

Debt book management across a portfolio including tracking debt maturities, pursuing earn-outs or the release of reserves, monitoring interest rate hedging instruments, reviewing refinance or extension opportunities, and calculating defeasance / yield maintenance payments.

Pursued subscription line of credit facilities at the fund-level and modeled impact thereof.

Managed, streamlined, and approved asset management responsibilities related to budgets and forecasts, lease analysis, capital expenditures, and valuations.

Managed third-party joint venture and development firms to ensure key milestones and financial metrics were achieved. Tracked and measured construction timing across a portfolio of investments.

Worked on communication to local governments regarding planning and zoning approvals, specifically on two parcels of land in the Inland Empire for industrial use. Leadership

Worked directly with CEO, President, CFO and COO regarding corporate P&L, budgeting and forecasting, new business development, and expense management / cost savings initiatives.

Implemented new operating model and performed proactive team management of approximately 100 people across sector types, functions and geographies.

Direct oversight and management for a team of 15 people.

Spearheaded successful Analyst recruiting program resulting in hiring of high-performing, top talent.

Curated, designed, and implemented various training, mentoring and internship programs that resulted in top-quartile employee engagement scores, including a lender training module

(“Perspective of a Lender”).

BentleyForbes 2005 - 2009

Vice President Los Angeles, CA

Worked in the Acquisitions and Capital Markets Group at BentleyForbes, a small, family-owned real estate investment company, which had more than $2.0 billion of assets under management during its peak.

Analyzed over 200 transactions and led underwriting and due diligence efforts in connection with the execution of $800 million of real estate transactions, notably Four Seasons (Dallas), Watergate

(Washington, D.C.), Preston Commons (Dallas), and Sterling Plaza (Dallas).

Participated in the financing of real estate assets concurrently with each acquisition, resulting in the placement of approximately $650 million of first mortgage and mezzanine loans.

Performed Highest-and-Best Use survey on potential opportunistic acquisitions, including research of the competitive set, zoning and parking requirements, local demand drivers, management / operator review, leasing broker interviews, tenant space requirements, construction budgets and timeline, and debt pricing.

Implemented monthly management of ARGUS models to ensure up-to-date leasing information and accurate income and expense reporting for valuations and internal reporting purposes. CHARACTERISTICS

- Focused on

maximizing

returns for

investor-clients

- Prioritizes

individual

employee

needs

- Meticulous

approach to

financial

analysis and

modeling

- Manages tight

deadlines

- Coordinates

multiple

constituents

- Innovative

thinker

- Highly self -

motivated

- Organized

PERSONAL

INTERESTS

- Hiking

- Paddle

Boarding

- Kayaking

- Traveling

- Biking

- Running

- Reading

- Puzzles

- Quality time

with my 2

beautiful

children

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