Cases
Representative Matters: Joint Ventures
Implemented pooled investment fund (venture size $400M).
Negotiated platform joint venture agreement with Principal Enterprise Capital on behalf of co-investor/managers for investment in retail property (venture size of $750M).
Negotiated platform joint venture agreement with Washington State Investment Board on behalf of co-investor/managers for investment in retail property (venture size of $350M).
Negotiated platform joint venture agreement with Morgan Stanley Real Estate Investment Funds on behalf of co-investor/managers for management, development
investment in retail property located in the People's Republic of China
India (venture size of $300M).
Negotiated platform joint venture agreement with tax-exempt educational institution on behalf of co-investors/manager for investment in retail property
venture structure includes the ownership
operation of a REIT (venture size of $407M).
Negotiated joint venture agreement with Shea Homes
Buie communities on behalf of mass home builder, for the development of 286 single-family residential lots (venture size $50M).
Negotiated joint venture agreement on behalf of GMS Realty, LLC for the acquisition of a managing/controlling interest in Seaport Village, San Diego, CA (venture size of $25M).
Negotiated joint venture agreement of behalf of mass home builder for the acquisition of a 426 acre parcel for home development purposes (venture size of $11M).
Negotiated joint venture agreement with institutional investor, on behalf of mass home builder, for the development of 92 single family homes (venture size of $10M).
Negotiated joint venture with investment arm for CALPERS on behalf of mass home builder for the development
sale of 96 single family homes (venture size of $10M).
Mergers & Acquisitions
Large Mexico-based discount retail store chain in acquisition of another discount retail store chain valued at $500M.
Publically traded defense contractor in acquisition of technology company valued at $25M.
Publicly traded automobile manufacturer in numerous acquisitions of dealerships throughout the Southwest United States valued at $150M.
Publicly traded biotech company in acquisition of biotech company valued at $25M.
Aquatic sports company in numerous acquisitions of sporting goods design
manufacturing companies valued at $11M.
Seller of web-based marketing company to publicly traded buyer in sale valued at $8M.
Semi-conductor manufacturer in acquisition of Canadian technology company valued at $7M.
Web-based services company in strategic acquisition valued at $7M.
Majority owner of Pet Kennel
Grooming operation in buy-out of majority owners valued at $5M.
Buyer of real estate management company based in the People's Republic of China valued at $4M.
Buyer in acquisition of software technology company valued at $3M.
Other Representative Matters: Obtained more than $200M of tax-exempt financing for health care facilities
Advised real estate partnerships on structuring tax-free transfers of real estate assets to publicly-traded Real Estate Investment Trusts on a tax-deferred basis through UPREIT structures.
Advise numerous real estate owners in structuring exchanges of real estate assets on a tax-deferred basis, deploying both straight
reverse exchange techniques (
including the creation of tenancy-in-common relationships to facilitate exchanges).
Represented corporations
individuals before the Internal Revenue Service, State Board of Equalization
the Franchise Tax Board in tax controversies ranging from $3M to $30M.
