Nickname: Brad
Contact Info
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Phone: 919.433.2820
Fax: 919.806.2057
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Brad Lenox is Of Counsel in the Corporate, Securities and Real Estate Capital Markets Practices. Mr. Lenox focuses his practice on advising clients on all aspects of fund formation, including initial fund formation, organizational structuring, regulatory compliance, closings, negotiating side letters, employee compensation issues and internal structuring among fund sponsor principals. Mr. Lenox has also spent significant time helping to form and take public listed and unlisted REITs, representing both issuers and underwriters, and working with venture capital funds and venture capital-backed companies.
Mr. Lenox spent five years in public accounting with Price Waterhouse in Boston and Ernst & Young in Raleigh before beginning his legal career. He maintains his North Carolina Certified Public Accountant’s license.
Representative Transactions
- Represented the financial partner in a $110 million investment program formed to acquire Class A and B multi-family rental properties in the greater New York City area.
- Represented a real estate operator in a joint venture formed to sponsor a $400 million real estate fund focused on real estate development opportunities in the Western U.S., and then represented the sponsor in the formation of the fund.
- Represented the U.S. subsidiary of a public Australian company in the formation of a $150 million joint venture established to invest in workforce housing in the Southeastern U.S.
- Represented the sponsor of a $100 million real estate fund focused on value-add and core-plus multi-tenant industrial and R&D projects of institutional quality located on the West Coast.
- Represented the sponsor of a $300 million real estate fund focused on multi-family properties in the Western U.S.
- Represented the sponsor of a second fund targeting a $500 million raise with a focus on industrial properties in selected target markets throughout the U.S. (offering ongoing).
- Represented sponsor in its seventh fund, a $300 million fund formed to acquire multi-family residential properties throughout the U.S.
- Represented a secondary market real estate fund sponsor in the restructuring of its compensation program and general partner and management company entities.
- Represented the sponsor of a $100 million dollar fund formed to invest in value-add industrial properties in the Northeastern U.S.
- Represented a real estate private equity fund in over $300 million of investments.
- Represent the sponsor of a $35 million first time fund formed to make up to $600 million of joint venture investments with institutional financial partners (including leverage).
- Represented the financial partner in a joint venture formed to acquire pools of distressed residential mortgages and restructure such mortgages.
- Represented the operating partner in three joint ventures formed to acquire busted condominium developments and restructure them as multi-family residential communities, with an aggregate acquisition value of $77 million.
- Represented the sponsors of a $500 million taxable bond fund focused on taxable municipal bonds financing workforce housing developments in the greater New York City area utilizing union workers.
- Represented the operating partner in a joint venture formed to offer a unique residential mortgage loan program to owners of high value residences.
- Represented a fund and joint venture sponsor in the restructuring of its internal general partner and related entities and compensation program.
- Represented a partner in a joint venture to sponsor a public REIT focused on multi-family properties offering $2.76 billion in common stock.
Honors & Affiliations
North Carolina Bar Association
American Bar Association
American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Listed, Legal 500, Investment Fund Formation and Management - Real Estate Investment Trusts (REITs), 2011
Speaking Engagements
Webinars
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