Cases
Representative Matters: Represented an operating partner in connection with winding up an $800 million joint venture with its investor, including disposition of more than 20 multifamily properties in 16 states.
Represented a private investment firm focused on commercial real estate in the U.S.
Europe in all aspects of the June 2020 acquisition
financing of a San Antonio-based property management firm with a portfolio including 30,000 apartment homes
the acquisition exp
s the investment firm's integrated real estate platform of capital raising, acquisitions
property management, as well as its holdings in the necessity housing market.
Assisted a national bank's trust department in the short term refinance
subsequent sale of a luxury apartment complex in San Diego, California for approximately $98 million.
Assisting student housing owner/developer/operator with the ground up development of two off campus student housing projects at a California state university.
Assisted bank clients in originating dozens of acquisition
construction loans
revolving lines of credit, totaling over $250 million.
Represented owner/operator in $183 million bulk financings through KeyBank National Association by Fannie Mae covering improved real property in Texas, Iowa, Michigan, Kentucky, Ohio, Kansas, South Carolina, North Carolina, Florida
Georgia.
Represented multi-family owner/operator in more than $100 million in loans through Holliday, Fenoglio, Fowler, LP (HFF) under the Freddie Mac CME
Portfolio loan program, covering multi-family properties in West Virginia, Oklahoma, California, North Carolina, Arizona
others states.
Assisted one of the nation's largest student housing owners/operators with acquisitions over totaling over $450 million of student housing projects throughout the country.
Assisted client with acquisition
financing of off campus student housing projects servicing U.C. Riverside, ASU, University of Oklahoma, East Carolina University
University of Akron.
Assisted private equity client in acquiring
financing $25 million purchase of chain of 30 family style restaurants in the Midwest
an $8 million purchase of a chain of seven barbeque restaurants in Texas as well as representing the client with franchise, real property, finance, leasing,
franchise litigation regarding other restaurant chains owned by the client.
Assisted client with acquisition
financing of $20 million off campus student housing project servicing University of Arizona.
Represented hotel owner in all aspects of the sale or repositioning of three l
mark hotel resort properties in Southern California (totaling over $100 million)
including negotiating the real estate, finance
joint venture for a l
mark hotel
convention center
other marquee hotel properties in Southern California, negotiating a ground lease transfer with the Port of San Diego, employee transfer for union
non-union hotels
closing real estate, finance, liquor
bulk sale escrows.
Represented one of the leading buyers, owners
managers of student housing in the U.S. in acquiring over $500 million in student housing (over 7,000 beds of off-campus, purpose built student housing) including drafting
negotiating purchase
sale documents, joint venture agreements with institutional partners, co-invest documents, revolving lines of credit
obtaining new debt or assuming existing loans secured by such projects
ongoing legal issues in the ownership
management of the assets
drafting all commercial leases for projects with a retail component.
Represented client in negotiating a $300+ million joint venture with a major venture partner for a 10-year programmatic joint venture investment in over $600 million in core
value add student housing projects around the country
a $50+ million joint venture with another venture partner for a value add joint venture to acquire up to $100 million in student housing projects around the country.
Represent several trustees in administration of large trusts which contain real estate assets under trust (current clients have over $200 million in real estate trust assets).
Assisted California finance lender in origination of approximately 25 first trust deed loans for acquisition
/or construction financing for projects in California
throughout the United States.
Represented a prominent local bank in connection with over $100 million of financings including several large revolving lines of credit
multiple draws secured by real property, pledge of distressed Notes or REO around the country as well as multiple A&D
construction loans for hospitality, multifamily
senior housing projects secured by first trust deeds in California, Florida, Oregon,
other major markets.
Represented sellers, buyers
lenders of all classes of income producing properties such as multi-family, student housing, fractured condo projects, office buildings, resort properties
retail centers in all markets in the United States, including h
ling acquisition, financing, private equity, joint venture formation
disposition
ongoing leasing.
Represented traditional
non-traditional lenders in secured
mezzanine loan originations
workouts, totaling billions of dollars in financing.
Represented private equity
opportunity fund clients in acquisition
financing of distressed promissory notes
REO properties (representing original principal amounts well exceeding $500 million)
draft private placement
subscription documents for such funds
h
ling the acquisitions
financings of assets closing into such funds.
Represented major tenants in leasing/subleasing of millions of square feet of office, retail, industrial, R&D
lab facilities.
Represented several charter school
healthcare district clients with unique issues presented in the leasing
acquisition
disposition of charter school
hospital facilities.
