The principals of MRI have over 70 years combined commercial real estate investment experience in debt and equity placement, mortgage portfolio disposition, advisory services related to valuation and strategic investment and 1031 Tenant-in-Common sponsorship.
John F. Boc, Co-Founder, Chairman and Chief Executive Officer of the Meridian Companies, has over 30 years of experience structuring and financing tax advantaged equity investments in real estate and energy transactions. Prior to founding Meridian, Mr. Boc served as a Regional Vice President of ENI, Inc., a national securities firm, and as a Tax Specialist with the international accounting firm of Ernst & Whinney. Mr. Boc was admitted as a member of the Massachusetts Bar in 1974 and the Massachusetts Society of Certified Public Accountants in 1980. He is widely recognized as an authority on Section 42 Corporate Affordable Housing Tax Credits and Section 45 (formerly Section 29) Energy Programs. Mr. Boc is a graduate of Boston College (BA), Boston College Law School (JD), and Boston University Law School, Graduate Tax Program (LL.M. Taxation). Mr. Boc manages the Louisville, KY office of Meridian.
Terri Allen, Co-Founder, Director of Acquisitions, Meridian Realty Investments, is a graduate of Eastern Kentucky University (BBA, 1980) and Bellarmine College in Louisville, Kentucky (MBA, 1986). Prior to co-founding MRI, Ms. Allen spent 14 years as a regional director of commercial real estate investments with Providian Corporation's Real Estate Group (now AEGON USA Realty Advisors). While at Providian, she underwrote over $1 billion of permanent mortgage loans. With Meridian Realty, Ms. Allen has acquired over $475 million of institutional quality real estate assets and completed approximately $750 million of other real estate transactions. Ms. Allen is also a Chartered Financial Analyst and a member of the Association for Investment Management and Research, as well as a member of the Louisville Society of Financial Analysts. She has over 20 years of experience in the real estate industry and is based in our Louisville, KY office.
Dan Baranowski, Senior Vice President, Meridian Realty Investments, oversees the Company’s real estate activities. Prior to joining Meridian Realty, Mr. Baranowski was a Senior Managing Director of Kennedy Wilson Properties where he managed a 6.5 million square foot portfolio of commercial real estate assets. Before joining Kennedy Wilson, he worked in asset management, property management and acquisition roles with Heitman/JMB Properties. Mr. Baranowski has over 25 years of experience with commercial real property. He is a graduate of the University of Illinois (B.S., 1979), where he was an Evans Scholar, and Northwestern University (MBA, 1984). He is based in Meridian’s Louisville, KY office.
Rory Heims, Director of Asset Management, Meridian Realty Investments, is a graduate of the University of Northern Iowa (BS 2005) with a degree in Finance/Real Estate. Mr. Heims joined Meridian in 2006 and has performed a variety of roles in both acquisitions and asset management within Meridian Realty Investments. Prior to Meridian, Mr. Heims worked at AEGON USA Realty Advisors in their Commercial Real Estate Lending Division. He is based in the Louisville, KY office.
Shannon Dale Smith, Director of Investor Relations, Meridian Realty Investments, serves as the key point of contact for investors. She is responsible for all investor communications. Mrs. Smith is a graduate of the University of Evansville (BS, Mass Communications/Business, 2005). Prior to joining MRI, she was with Vectren Corporation, an energy and applied technology holding company. Mrs. Smith is based in the Louisville, KY office.