Complex Venture Formation
Joint Venture for Senior Living Acquisitions and Development
Represented a national investment advisory group in the formation of a joint venture with an international investment fund to fund the acquisition and development of $100,000,000+ of senior living facilities in major markets across the United States.
Read More$25,000,000 Independent Senior Living Facility Acquisition and Joint Venture in Costa Mesa, California
$25,000,000 acquisition of independent senior living facility in California; including closing on acquisition financing and creation of joint venture for ownership group.
Read MoreConstruction Financing – DC
Represented a regional developer in negotiating and closing a $112,400,000.00 construction loan and private equity funding, together with the assemblage and acquisition of multiple parcels on H Street, NE in the District of Columbia for the construction of a grocery-anchored mixed-use residential and retail project.
Read More$14M Office Property Acquisition – VA
Represented a regional multi-family and mixed-use developer in the negotiation and documenting of a complex venture agreement for a joint venture with a local equity partner, then represented the venture in the acquisition of an approximately 3-acre office building property, including closing a $10,400,000 acquisition loan from EagleBank.
Read More$19M Acquisition of Three Senior Living Facilities – MT
Acquisition of three senior living facilities for $19 million in Butte and Billings, Montana, including negotiating the purchase and sale agreement, negotiating the equity participation by a national equity investment group, documenting a “friends and family” investment vehicle, and closing an $18.25 million acquisition/renovation/earnout loan from an institutional lender
Read More$57M Acquisition, Development and Financing of a Senior Living Facility – OR
Acquisition of 13 acre site from seller (who also received contribution credit in the purchasing venture) for construction of a new $57 million senior living facility including independent living cottages and apartments, assisted living units and memory care units. The transaction included the formation of a new Venture with a national equity investment group, as…
Read More$39M Assisted Living Development – VA
Represented national senior living developer in acquisition of land for construction of a new assisted living facility in Northern Virginia, including formation of private investment entity, closing of $27.5M first trust construction loan and $5.9M second trust construction loan.
Read MoreDevelopment of New Assisted Living Community – California
Represented national senior living developer/operator in development of a new assisted living community in Southern California, including the closing of a $20,600,000 construction loan and the formation of a private investment group to take ownership.
Read MoreEstablishment of Joint Venture and Acquisition of Land – Torrance, California
Represented national senior living investor in establishment of joint venture and acquisition of land in Torrance, California for the development of an assisted living and memory care facility.
Read MoreAcquisition of Four Existing Senior Living Facilities/Placement of New $56M Financing – Oregon
Represented regional senior living owner/developer in the acquisition of four existing senior living facilities in Oregon, placement of new $56,025,000 financing from GECC Capital, and negotiation of venture agreement with equity investor.
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