Matters
- Represented a student housing investment firm in more than 10 joint ventures, preferred equity investments, co-general partner arrangements and related investment structures with major institutional partners involving a national portfolio of student housing assets. Also advised on a complex founder buyout and restructuring involving numerous ownership and management entities.
- Served as primary corporate counsel to a real estate investment firm in establishing three groups of operating partner joint ventures and completing recurring acquisitions across multiple asset classes and jurisdictions.
- Represented a real estate investment firm as an equity partner in joint ventures and related development, acquisition, financing and governance matters involving 10 projects across multiple U.S. markets.
- Served as primary counsel to a real estate sponsor in forming and operating co-general partner, portfolio-level and property-level joint ventures with institutional capital partners as part of an ongoing acquisition program, including coordinating related corporate and financing structures.
- Represented a developer in structuring joint venture, co-general partner and preferred equity arrangements for several developments, including a stadium-adjacent hotel, a nearly 200-unit mixed-use development with project costs approaching $60 million and a separate multifamily and retail development with more than 300 units and capitalization exceeding $100 million.
- Advised an institutional investor on the restructuring of a Texas homebuilding platform encompassing more than 1,800 single-family homes. The transaction included establishing a new upper-tier ownership and control structure, negotiating and amending joint venture agreements at multiple levels, recapitalizing the platform and completing a redemption of a lower-tier preferred equity investor for more than $30 million. The restructuring resulted in the institutional investor obtaining control of both underlying home portfolios.
- Represented a major institutional real estate investor in three significant joint ventures involving commercial and mixed-use real estate assets across multiple U.S. markets, including related acquisition, financing, guaranty and ongoing governance arrangements.
- Served as counsel to a family office in establishing and governing its real estate investment platform, including executive employment and profits interest arrangements. Also advised on a national net-lease acquisition program approaching $50 million, including approximately $40 million in financing for a multi-property portfolio.
- Represented a real estate investment firm in a series of multimillion-dollar preferred equity investments involving multifamily, self-storage and retail assets, including related joint venture, guaranty, financing and closing arrangements.
- Advised on the restructuring of a multi-asset real estate portfolio involving the formation of a new institutional joint venture, tiered mortgage note transfers, borrower and ownership restructuring and a substantial eight-figure cash payment at closing.
