Representative Experience
- Representation of numerous sponsors in structuring real estate and other alternative investment funds
- Representation of numerous developers, investors and institutions in connection with the formation of real estate and other corporate joint venture transactions
- Representation of numerous opportunity zone fund sponsors and investors in structuring qualified investments and navigating the associated tax and legal issues
- Representation of REIT in its $600 million joint venture structured as a “part-sale, part-contribution” transaction
- Representation of institutional investor in connection with its programmatic $100 million equity joint venture for the acquisition and development of hotel properties throughout the Southeast
- Representation of multi-family developer in the negotiation and structuring of an approximately $75 million equity joint venture focused on acquiring and developing multi-family properties
- Representation of DC-based sponsor in connection with fund formation matters to make up to $100 million in so-called “general partner” co-investments in real estate projects throughout the country
- Representation of Atlanta-based sponsor in connection with its $50 million equity joint venture with a publicly traded company to acquire distressed retail assets primarily located in the Southeast and Midwest
- Representation of sponsor in a $150 million opportunity zone fund formed to invest in qualified opportunity zone property located throughout the country, including a $200 million follow-on offering
- Representation of private equity lender in connection with a $30 million mezzanine loan with preferred equity conversion rights for the development of a commercial office park in Conshohocken, Pennsylvania
- Representation of a private equity fund in connection with a $15 million preferred equity investment for the ground-up construction of a multifamily project in Atlanta, Georgia
- Representation of a private equity lender in connection with a $10 million participating mezzanine loan secured by a hotel located in Jacksonville, Florida
- Advised Fortune 100 company on the tax consequences of its approximately $9 billion merger and post-merger transactions, including rendering a tax opinion thereon
- Representation of numerous investors in commercial real estate transactions involving complex like-kind exchanges, including so-called “swap and drop” transactions
- Representation of historic tax credit and new markets tax credit syndicator in connection with private offerings producing tens of millions in tax credits
- Representation of publicly traded bank in exiting dozens of investments which produced low income housing tax credits