Cases
Experience: Representative Matters: Representation of two QOFs for a $1.25M investment in a QOZB joint real estate JV in Tallahassee with a project budget of $186M.
Representation of a real estate development
investment management firm focused on the development of market rate workforce housing in the southeast US for a $60M QOF offering.
Representation of Memphis-based leading food snacks manufacturer in a $24M NMTC transaction.
Representation of a $15.5M QOF merger.
Representation of a $12.6M offering to restructure
fund a QOZB development.
Representation of a non-profit corporation unwind of a $5.94M NMTC transaction.
Representation of a QOF in the closing of a QOZB real estate joint venture with a development budget of $85M.
Representation of a fully integrated real estate development
investment management firm focused on the development of market rate workforce housing across the Sun Belt, for a $17.85M apartment community in Augusta, Georgia.
Representation of a fully integrated real estate development
investment management firm focused on the development of market rate workforce housing across the Sun Belt, for a $58.1M 300-unit multifamily rental community in Panama City, Florida.
Representation of a global data center infrastructure provider in the closing of (i) an extension of a $1M Revolving Line of Credit
(ii) a new loan in the amount of $1.1M.
Representation of a $90M QOF formation
its deployment of capital into six 'captive' Qualified Opportunity Zone Businesses in South Florida.
Representation of Northwest Florida Community Hospital in Chipley, FL in the closing of a $9M NMTC transaction to fund the development of a new ambulatory surgical center.
Formation
offering of a $6.4M QOF that will invest in a residential real estate development project in Austin, Texas.
Representation of a tax credit fund's $19.138M equity investment in a 9% $22M Low Income Housing Tax Credit (LIHTC) transaction for the development
operation of four residential apartment complexes in Fort Myers, Florida.
Representation of a vertically integrated multifamily Chicago real estate development company who has successfully developed investments in emerging
established urban neighborhoods in Chicago
Florida. This Tampa Heights Mixed Used Development Qualified Opportunity Zone Fund supports the development of a 1.79-acre site into an $89.5M eight-story 252-unit residential, 10,000-sf retail space,
381 parking spaces project.
Representation of a QOF in the documentation of (i) a Series A Offering of up to $5,000,000 in preferred membership interests
up to $5,000,000 in convertible debt,
(ii) a Series B Offering of up to $8,000,000 in preferred membership interests
up to $8,000,000 in convertible debt, both to fund the construction of a USL soccer stadium
to develop a USL soccer team structured as a Qualified Opportunity Zone Business.
Representation of a vertically integrated real estate investment firm specializing in rental housing for a new $8M preferred equity offering in New Jersey, which is structured as a QOF.
Representation of the entity responsible for the formation
development of a new USL Super League women's soccer team that is structured as a Qualified Opportunity Zone Business.
Representation of a fully integrated real estate development
investment management firm in its formation of a new Qualified Opportunity Zone Business that will develop a $70M residential real estate project in Hardeeville, South Carolina.
Representation of an independent energy producer delivering clean energy infrastructure
sustainability solutions for a cross border tax issues with Canada
possible qualification for energy tax credits to support their design, development, construction,
operation of a state-of-the-art $95 million utilities services facility supporting a $500+ million recycling
purification facility in Georgia for a third-party.
Representation of a private not-for-profit economic development organization in connection with the development of a full city block in Brooklyn owned in part by the New York City Educational Construction Fund ('ECF'). This engagement is for the formation of a $11.95M QOF
a Qualified Opportunity Zone Business to support, in the short term, the redevelopment of a commercial space leased to a non-profit community center,
, in the long term, the demolition
new construction of a residential real estate development with ground for commercial space.
Representation of a unique lifestyle hotel company
its $2.76M investment in a Miami Design District development project, which is structured as a Qualified Opportunity Zone Business.
Previous Experience: Tax Consultant, Deloitte LLP, 2015
Professional Certifications: Certified Public Accountant - Alabama
