Partner; Northern California Offices Real Estate Practice Leader
CurrentReal Estate; Real Estate Finance. Leading practitioner to institutional equity investors in bilateral joint venture formation and deal execution. Counsel domestic U.S. and international firms on the acquisition, financing and development for office, retail, multi-family residential and industrial purposes. Trusted advisor to successful private equity fund sponsors, life insurance companies, investment advisers, publicly-traded REITs and banks. Extensive experience advising Australian, Chinese, Japanese and Korean investors with in-bound transactions, emphasizing the U.S. West Coast and interior West, including Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, Utah and Washington. Structure corporate and REIT real estate portfolio acquisitions and dispositions for real estate and income tax efficiency and to accommodate existing mortgage debt transfer restrictions. Major transaction lead counsel on execution of $1.71 billion portfolio disposition (8.2 million square feet - office) for Australian institutional investor exiting U.S. market. Recent successes include (1) closing more than $1 billion in acquisitions of manufactured home communities (~8,000 units) since 2015 for major opportunity and also core-plus investment funds and (2) formation of programmatic joint ventures for purposes of developing self-storage, industrial/warehouse and BFR/BTR and multi-family communities for multiple clients.Experience in advising bank and non-bank lenders in the making of permanent mortgage, construction, conduit and mezzanine loans for the development and redevelopment of retail, residential and office properties. Specialized knowledge in assisting clients with CMBS-loan servicing issues like transfer and assumption applications, portfolio recapitalization transactions and acquisitions of distressed debt.
