Cases
Experience: Qualified Opportunity Zones: Closed on the formation of a new qualified opportunity fund for a Wisconsin-based family office investor.
Representation of a real estate developer in connection with the formation of a qualified opportunity fund
qualified opportunity zone business to redevelop a full city block in Brooklyn, including commercial
residential spaces.
Representation of a private investment fund in its $2.2 million investment into a qualified opportunity zone business joint venture for a Miami real estate development with a project budget of $100 million.
Representation of a real estate investment group in structuring a $19.6 million qualified opportunity zone business joint venture for a Huntsville, Alabama development project.
Representation of a real estate investment fund for the formation
support of a 355-unit multifamily qualified opportunity zone project adjacent to a major sports facility in Goodyear, Arizona.
Representation of a qualified opportunity fund in its investments totaling approximately $79 million across joint ventures for multifamily real estate developments in Tucson, Arizona
New Brunswick, New Jersey.
Representation of a qualified opportunity fund in its $28 million investment in a multifamily real estate development joint venture in New Brunswick, New Jersey with a total project budget of $180 million.
Representation of a qualified opportunity fund in its $20 million investment in a multifamily real estate development joint venture in New Brunswick, New Jersey with a total project budget of $74 million.
Representation of a qualified opportunity fund in the closing of a qualified opportunity zone business joint venture for an $85 million real estate development in the Southeast US.
Representation of a real estate developer in the liquidation
reinvestment of capital among multiple qualified opportunity zone business projects.
Representation of a multifamily developer in closing a $20 million investment for a Miami, Florida apartment community project.
Representation of a multifamily real estate developer in the acquisition
development of a $112 million apartment complex in the Arts District of Las Vegas, including negotiation of a joint venture
$58.3 million construction financing.
Representation of a qualified opportunity fund
qualified opportunity zone business for a $30 million investment in a multifamily development joint venture in San Diego, California with a total project budget of $87 million.
Formation
offering of a $6.4 million qualified opportunity fund to invest in a residential real estate development in Austin, Texas.
Representation of an opportunity zone investor
affiliate in the redemption of minority interests in a qualified opportunity fund
qualified opportunity zone business for a $4.5 million self-storage facility in North Carolina.
Representation of a sports-focused opportunity zone fund in the documentation of Series A
Series B offerings totaling up to $26 million to fund the construction of a soccer stadium
development of a professional soccer team in Pawtucket, Rhode Isl
.
Representation of a sports facility operator in a joint venture to develop USL soccer stadiums
ancillary facilities nationwide using an opportunity zone fund.
Representation of a firm focused on workforce housing in the Southeastern US for operating documents of a $60 million qualified opportunity fund offering.
Representation of a fully integrated real estate development firm in a $17.85 million apartment community development in Augusta, Georgia as a qualified opportunity zone business.
Representation of a fully integrated real estate development firm in a $58.1 million 300-unit multifamily rental community project in Panama City, Florida as a qualified opportunity zone business.
Representation of a real estate development firm in the formation of a new qualified opportunity zone business for a $45 million residential real estate project in Augusta, Georgia.
Representation of a real estate development firm in the formation of a new qualified opportunity zone business for a residential real estate project in Hardeeville, South Carolina.
Representation for a $90 million qualified opportunity fund in the formation
deployment of capital into six captive qualified opportunity zone businesses in South Florida.
Representation of a logistics company in the acquisition of Chicago area real estate located in a qualified opportunity zone for $33.4 million using a newly formed fund
business structure.
Representation of two qualified opportunity funds in their aggregate $1.25 million initial investment in a Tallahassee real estate joint venture with a $186 million project budget.
Representation of a real estate-focused qualified opportunity fund in its formation
$25 million securities offering.
Representation of a qualified opportunity fund's $7.6 million co-investment in a student housing joint venture in Gainesville, Florida.
Representation of a qualified opportunity fund in its $7 million investment in a multifamily development joint venture in Los Angeles, California with a $33 million project budget.
Representation of a real estate investment fund in its $15 million opportunity zone investment in a mixed-use real estate project in Salt Lake City, Utah.
Representation of a New York-based real estate fund manager in the closing of a managed $30 million single asset investment fund structured as a qualified opportunity fund.
Representation of a New York-based real estate fund manager in the closing of a real estate joint venture structured as a qualified opportunity zone business in Charlotte, North Carolina with a $103 million development budget.
Representation of a New York-based real estate fund manager in the closing of a managed $11.5 million investment fund structured as a qualified opportunity fund.
Representation of an investment group in the acquisition of a student housing complex under development in a Tallahassee qualified opportunity zone for $135.5 million.
Representation of a vertically integrated multifamily real estate developer for the development of an $89.5 million mixed-use project in Tampa Heights, including residential, retail,
parking spaces.
Representation of a real estate investment group in its $2.76 million investment in a Miami Design District development, structured as a qualified opportunity zone business.
Representation of the sponsor of a qualified opportunity zone business joint venture in Los Angeles for its formation
a $7 million securities offering.
Representation of a multifamily real estate investment firm for a new $8 million preferred equity offering in a qualified opportunity fund for a New Jersey project.
Representation of the entity responsible for the formation
development of Tampa's new USL Super League women's soccer team, structured as a qualified opportunity zone business.
Representation of two QOFs for a $1.25M investment in a QOZB joint real estate JV in Tallahassee with a project budget of $186M.
Representation of a real estate development
investment management firm focused on the development of market rate workforce housing in the southeast US for a $60M QOF offering.
Representation of a $15.5M QOF merger.
Representation of a $12.6M offering to restructure
fund a QOZB development.
Representation of a QOF in the closing of a QOZB real estate joint venture with a development budget of $85M.
Representation of a fully integrated real estate development
investment management firm focused on the development of market rate workforce housing across the Sun Belt, for a $17.85M apartment community in Augusta, Georgia.
Representation of a fully integrated real estate development
investment management firm focused on the development of market rate workforce housing across the Sun Belt, for a $58.1M 300-unit multifamily rental community in Panama City, Florida.
Representation of a global data center infrastructure provider in the closing of (i) an extension of a $1M Revolving Line of Credit
(ii) a new loan in the amount of $1.1M.
Representation of a $90M QOF formation
its deployment of capital into six 'captive' Qualified Opportunity Zone Businesses in South Florida.
Formation
offering of a $6.4M QOF that will invest in a residential real estate development project in Austin, Texas.
Representation of a vertically integrated multifamily Chicago real estate development company who has successfully developed investments in emerging
established urban neighborhoods in Chicago
Florida. This Tampa Heights Mixed Used Development Qualified Opportunity Zone Fund supports the development of a 1.79-acre site into an $89.5M eight-story 252-unit residential, 10,000-sf retail space,
381 parking spaces project.
Representation of a QOF in the documentation of (i) a Series A Offering of up to $5,000,000 in preferred membership interests
up to $5,000,000 in convertible debt,
(ii) a Series B Offering of up to $8,000,000 in preferred membership interests
up to $8,000,000 in convertible debt, both to fund the construction of a USL soccer stadium
to develop a USL soccer team structured as a Qualified Opportunity Zone Business.
Representation of a vertically integrated real estate investment firm specializing in rental housing for a new $8M preferred equity offering in New Jersey, which is structured as a QOF.
Representation of the entity responsible for the formation
development of a new USL Super League women's soccer team that is structured as a Qualified Opportunity Zone Business.
Representation of a fully integrated real estate development
investment management firm in its formation of a new Qualified Opportunity Zone Business that will develop a $70M residential real estate project in Hardeeville, South Carolina.
Representation of a private not-for-profit economic development organization in connection with the development of a full city block in Brooklyn owned in part by the New York City Educational Construction Fund ('ECF'). This engagement is for the formation of a $11.95M QOF
a Qualified Opportunity Zone Business to support, in the short term, the redevelopment of a commercial space leased to a non-profit community center,
, in the long term, the demolition
new construction of a residential real estate development with ground for commercial space.
Representation of a unique lifestyle hotel company
its $2.76M investment in a Miami Design District development project, which is structured as a Qualified Opportunity Zone Business.
New Market Tax Credits: Representation of a nonprofit health care provider in the unwind of a $5.94 million New Markets Tax Credit transaction.
Representation of a Nebraska-based manufacturing company in the unwind of a $16.5 million New Markets Tax Credit investment structure involving both federal
state credits.
Representation of a Florida municipality in the unwind of a $16 million New Markets Tax Credit investment structure for public infrastructure development.
Representation of a nonprofit community development organization in its affordable housing project involving a $6 million New Markets Tax Credits allocation.
Representation of a marine services corporation in the unwind of an $8.1 million New Markets Tax Credit transaction.
Representation of a global data center infrastructure provider in the refinancing of a $25 million loan as part of a New Markets Tax Credits transaction structure.
Representation of an asset management company in the acquisition of three source loans totaling $18 million, integrated into New Markets Tax Credits structures.
Representation of Memphis-based leading food snacks manufacturer in a $24M New Markets Tax Credits transaction.
Representation of a non-profit corporation unwind of a $5.94M New Markets Tax Credits transaction.
Representation of a community hospital in Chipley, FL in the closing of a $9M New Markets Tax Credits transaction to fund the development of a new ambulatory surgical center.
Representation of a Puerto Rico hospital in the unwind of a $16 million New Markets Tax Credit investment structure.
Representation of a convenience store chain in the unwind of a $38 million New Markets Tax Credit investment structure.
Represented a direct
leveraged lender in the unwind of a $19 million New Markets Tax Credit transaction.
Representation of an Orl
o-based leading global data center company in a second phase $8 million New Market Tax Credit transaction, which together with the first phase totaled $24.5 million.
Representation of an asset management company in its acquisition of three 'source loans' (aggregate principal amount of approximately $18 million) in three New Markets Tax Credits structures.
Representation of a not-for-profit organization that is a sports based youth development organization focusing on promoting sports intentionally infused with life skills
academics
primarily targeting minority children in the greater Tampa Bay area, the sponsor in a $20 million New Market Tax Credits transaction, which will support the development of a new charity headquarters for the organization
academic
sports programming facility.
Representation of a not-for-profit organization that focuses on providing a healthy thriving, sustainable, food system in the greater Orl
o area, the Sponsor in a $16.75 million New Market Tax Credit transaction, which will support the development of a food education
discovery center.
Representation of a youth development
community organization, in a $9.8 million New Markets Tax Credits unwind transaction.
Representation of a chain of convenience stores
gas stations, in a $10.8 million New Markets Tax Credits transaction for the development
operation of a new retail gas station
convenience store.
Representation for $73 million financing structure for the National Urban League's new empowerment center (offices, museum,
177 affordable housing units) comprised of a $12.9 million New Markets Tax Credits transaction, $22.5 million of municipal bond financing, $34.7 million of Low-Income Housing Tax Credits (LIHTC),
$3 million from the Federal Housing Trust Fund to spur investment in a distressed urban area in New York City.
Other Tax Incentives: Representation of a tax credit fund's $19.138M equity investment in a 9% $22M Low Income Housing Tax Credit (LIHTC) transaction for the development
operation of four residential apartment complexes in Fort Myers, Florida.
Representation of an independent energy producer delivering clean energy infrastructure
sustainability solutions for a cross-border tax issues with Canada
possible qualification for energy tax credits to support their design, development, construction,
operation of a state-of-the-art $95 million utilities services facility supporting a $500+ million recycling
purification facility in Georgia for a third-party.
Representation of a real estate developer in its closing of a Federal historic tax credit transaction involving $5,920,613 historic tax credits generated by the rehabilitation of a historic hotel in Raleigh, NC with a total development budget of $75,014,453.
Representation of a bank in its acquisition of $20M of production tax credits.
Representation of a developer on a LIHTC transaction in Miami, FL involving master covenants
bond financing.
Representation of a banking institution's $20 million investment in a syndicated $200 million Low-Income Housing Tax Credit Fund.
Representation of a banking institution's $25 million investment in a syndicated $235 million Low-Income Housing Tax Credit Fund.
Representation of a banking institution's $10 million investment in a syndicated $180 million Low-Income Housing Tax Credit Fund.
Professional Certifications: Certified Public Accountant - Alabama
Previous Experience: Tax Consultant, Deloitte LLP, 2015
