Business Planning

Represented multi-family residential development group in creating venture with shopping center owner to convert suburban shopping center land into multi-family development with associated retail.

Represented regional multifamily investor/operator in the purchase, financing and JV/equity structuring and documentation, including multiple tenant-in-common ownership structure for 1031 tax free exchanges, for a 212-unit, market-rate, multi-family apartment complex located in Wake County, North Carolina, including a $33,250,000 acquisition loan.

Represented a regional multifamily apartment owner/operator in the purchase, financing and equity structuring and negotiation for a $48,000,000, three-property, tax credit apartment portfolio in the Tidewater region of Virginia, including $39,105,000 in Freddie Mac loans.

Represented regional owner/operator in the purchase, financing and JV/equity negotiation and documentation for a 108-unit multifamily apartment complex in Newport News, VA, including a $7,060,000 Freddie Mac acquisition loan.

Represented senior living owner/operator in $31,500,000 acquisition of new facility in a transaction where the property was the target acquisition for a third party with tax deferred exchange funds; set up operating lease structure and closed $16,970,000 acquisition loan.

Represented private developer in acquisition of $7,600,000 multi-family project, including assistance in formation of investment entity and closing $5,800,000 loan.