Matters
- Advised a private real estate investment company specializing in the ground up development and acquisition of multifamily, office and retail properties in gateway markets across the United States regarding Tax and Opportunity Zone structuring for a $300 million project that will have 250,000 sq ft of office space, 736 apartments, and 5000 sq ft of retail in Arizona.
- Provided Tax and Opportunity Zone structuring advice for a client with respect to a $96 million retail and office space redevelopment transaction and a $63 million Class A mixed-use property with 10,000 sq ft of retail and 170 residential units, each located in Utah.
- Advised a cross-platform adtech company on how to restructure as a Qualified Opportunity Zone Business in order to take investments from Qualified Opportunity Funds.
- Advised a client in forming a Qualified Opportunity Fund that brings together funding, technology, and strategic partners to invest in innovative and high impact projects across the United States.
- Advised in the formation of a Qualified Opportunity Fund that is focusing on money from impact investors in order to make investments in minority and/or disadvantaged owned businesses in a major metropolitan area.
- Provided Tax and Opportunity Zone structuring advice for a $49 million project that will have 295 unit apartment building and 14 for rent townhomes in North Carolina.
- Provided Tax and Opportunity Zone structuring advice for a $42 million 215 unit residential project in Colorado.
- Provided Tax and Opportunity Zone structuring advice and an Opportunity Zone opinion for a $32 million retail and office space redevelopment transaction in Michigan.
- Provided Tax and Opportunity Zone structuring advice for a $31 million project mixed use project in Arizona.
- Representing a publicly traded lodging REIT that owned more than 30 hotels throughout the United States in its $1.2 billion acquisition by another publicly traded lodging REIT
- Representing a timber REIT with significant timber assets in a $263 million stock sale
- Representing mortgage REITs in multiple offerings of more than $500 million each in order to finance the acquisition of underlying mortgage assets
- Guiding a $150 million concrete company through debt restructuring in a manner that did not result in the recognition of any cancellation of debt income.
