Representative Experience
- Represented a sponsor in its second, third, and fourth hospitality funds, raising nearly $1 billion.
- Represented a fund sponsor in its funds' coinvestment transactions aggregating over $600 million.
- Represent a sponsor in a $700 million fund being formed to originate high quality commercial mortgages.
- Represent a private equity fund sponsor in over $2 billion of its funds' investments in real estate platforms, including hospitality, industrial, multifamily, mixed-use, and office.
- Represent a sponsor in its third discretionary fund formed to make multi-family investments.
- Advise on tax structuring for a publicly traded REIT’s hotel joint ventures.
- Advising a multi-family developer on potential liquidity and capital formation opportunities.
- Represented a national bank in investments in funds targeted towards CRA-qualifying assets.
- Represented a family office in its $40 million investment in a sponsor’s third ($450 million) real estate fund.
- Represented an investor in a $100 million investment in a European debt fund.
- Represented sponsor in a $100 million fund formed to make commercial mortgages on hospitality properties.
- Represented an investor in its investment in a leveraged debt fund.
- Represented a real estate fund in its syndication of a $150 million co-investment.
- Represented a sponsor in the unwinding of a joint venture and subsequent recapitalization of assets with a new joint venture partner.
- Represented a residential developer in a programmatic joint venture with a large money manager to establish a residential lot development platform.
- Represented an investor in a $75 million investment in a senior loan fund.
- Represented a sponsor in its first and second discretionary funds formed to make multi-family investments.
- Represented a sponsor in the restructuring of a $300+ million hospitality fund.
- Represented a family office in a $20 million investment in a sponsor’s second ($400 million) real estate fund.
- Represented a family of real estate private equity funds in successfully exiting from various investments
- Represented a public REIT in its acquisition of its external advisor.
- 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 subsequently represented the sponsor in the formation of the fund.
- Represented an industrial platform in unwinding a programmatic joint venture with a state pension plan.
- 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.
- 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.
- Represented sponsor in its seventh fund, a $300 million fund formed to acquire multi-family residential properties throughout the U.S.
- Represented a real estate fund sponsor in the restructuring of its compensation program and general partner and management company entities.
- Represented the operating partner in three joint ventures (with the same financial partner) formed to acquire busted condominium developments and restructure them as multi-family residential communities, with an aggregate acquisition value of $77 million.
- 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.