Cases
Representative Matters: Represented developer in l
-assemblage transaction, including negotiation with multiple sellers in termination of 50-year ground lease
concurrent acquisition of five contiguous improved lots located in San Diego's Little Italy district for development of an approximate 30-story building consisting of 260 luxury multifamily units.
Represented owner/operator in $183,000,000 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.
Assisted client with acquisition
financing of $20,000,000 multifamily housing project in Arizona.
Represent high net-worth foreign investors from Europe, Asia, Central America, South America,
Middle East in acquisition of US-based real estate investments, formation of US entities, establishment of US bank accounts, financing transactions, leasing of commercial spaces
personal residences,
corporate governance for investment, immigration,
visa purposes.
Assisted international publically traded chemical
pharmaceutical company with negotiation of successful resolution of l
lord-tenant dispute in connection with ongoing maintenance
financial disputes for warehouse property located in Southern California to avoid costly litigation, loss of revenue,
interruption of business activities.
Represented American financier, philanthropist,
former high ranking US political leader in the sale of his family's personal residence located in Rancho Santa Fe, California to billionaire internet entrepreneur.
Perform comprehensive real estate due diligence of leases, title review, surveys, environmental reports, zoning,
l
use for real estate assets in connection with real estate purchase
sale agreements
corporate mergers
acquisitions.
Draft NNN lease form for regional commercial shopping center in preparation of refinancing through Holliday, Fenoglio, Fowler, LP (HFF).
Represented Southern California regional bank in connection with revolving line of credit facility
fixed term acquisition
development loan to Pacifica Companies for development of new luxury single family subdivision
vineyard.
Pro-bono representation of wounded US veterans in connection with the Gary Sinise Foundation to provide specifically adapted smart homes, home modifications, mobility devices,
adapted vehicles to America's most severely wounded heroes
their families.
Pro-bono representation of Habitat for Humanity of Greater Los Angeles in connection with negotiation
closing of Disposition, Development
Loan Agreement, deed restrictions, affordability restrictions,
loan documents with Long Beach Community Investment Company, a nonprofit public benefit corporation for construction of new low-income housing.
Pro-bono representation of non-profit community center in negotiation
drafting of construction contracts for improvements to real property
related facilities.
Acted as real estate
finance counsel to professional fiduciaries
private investors with all facets of compliance with California Finance Lenders Law requirements.
Represented the largest owner
operator of marinas in the United States, in the acquisition
financing of operating subsidiaries of Brewer Yacht Yards, Inc., an iconic marina company with 25 marinas between Maryl
Massachusetts--creating the largest owner
operator of marinas in the world, with 63 properties across 17 states, housing more than 30,000 boats.
Represented one of the nation's largest student housing owners/operators with acquisitions
financing over the past 15 months totaling over $108 million of student housing projects at Florida State University, University of Florida, University of New Mexico, University of Georgia,
the University of South Florida, including drafting
negotiating purchase
sale documents, co-invest documents, 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 Wells Fargo Private Bank in connection with the negotiation, drafting,
origination of twenty (20) secured commercial loan credit facilities with an aggregate loan value of approximately $200 million.
Represent professional trustees, licensed professional fiduciaries,
corporate fiduciaries in trust
probate administrations in connection with sales, acquisitions, leasing, financing, disputes with beneficiaries, negotiations with creditors,
a myriad of other business, real estate,
corporate transactions.
Represented private l
owning investors in connection with lease negotiations with Chevron U.S.A., Inc., one of the world's largest multinational energy corporations.
Represented seller in sale of entitled site for development of ninety-seven (97) unit family oriented, apartment development project located in San Diego-Tijuana border community of Chula Vista, California to a privately held, Los Angeles based real estate investment
development company.
Represented thirteen (13) tenants-in-common in connection with separate sales of ground lease interests for site containing 24-story office tower located in downtown San Diego's financial corridor to affiliate of Angelo, Gordon & Co., a New York-based private equity firm with $26 billion in assets under management.
Represented Orange Theory Fitness gym franchise in connection with lease negotiations for gym premises located in one of San Diego's largest shopping malls
ongoing legal issues in the ownership
management of the facility.
Represented private investors in acquisition of NNN shopping center in Madison, Wisconsin prior to construction completion
negotiated seven-figure escrow holdback agreement for construction guaranty.
Assisted in acquisition of two-hundred plus room water-front marquee hotel property along San Diego's harbor,
compliance with California non-residential building energy disclosure requirement.
Represented client in connection with drafting license agreement for rooftop antennas with wireless communication companies in New York, New York.
Represented winery in acquisition
financing of 120-acre vineyard in Northern California's wine country, grape sales agreement,
related corporate matters.
Represented banking institution in negotiation, drafting,
financing of credit facility for San Diego's historical l
mark oceanfront La Valencia Hotel in La Jolla, California.
Represented private equity firm in negotiation
drafting of commercial leases with separate l
lords spread across five (5) states in connection with acquisition of restaurant franchisee rights acquired out of bankruptcy.
Assisted 1800-acre safari, savannah, exotic animal park in San Diego's San Pasqual Valley in connection with environmental review
obtaining approvals for permits allowing long-term development, renovation
expansion.
Represented national restaurant franchisee in connection with sale of development rights
settlement of ancillary business dispute with franchisor.
Represented property owners in Del Mar, California concerning enforcement of private easement rights.
Represented developer in drafting
negotiation of 66-year ground lease on property owned by the San Diego Unified School District for development of 200-plus unit apartment complex.
Represented student housing owner in financing of premier student housing complex at the University of Michigan in Ann Arbor, Michigan.
