Represented a prominent national PDF/REIT based in New York in building from the ground-up a joint venture investment platform for deploying approximately $225 million in approximately 25 transactions with 15 different sponsors/developers of office and retail properties and ongoing portfolio maintenance work related to the equity investment platform.

Represented a client with the building of a preferred equity investment platform and a mezzanine loan origination platform for a CRE focused private equity fund (PEF) based in California deploying approximately $150 million of preferred equity and sub-debt in approximately 50 transactions secured by numerous asset classes.

Represented a national bank in CRE warehouse/repo facilities with numerous different PDFs regularly selling senior mortgage loans and participation interests in 36 transactions involving all asset classes for a total transaction value of approximately $210 million worth of repurchase obligations.

Represented a national healthcare IT company in its sale to an Indian based strategic buyer with a total transaction value of $225 million.

Represented a national developer and manager of assisted living facilities in the acquisition, finance and re-finance (using debt/equity from PDFs, PEFs, banks and loans guaranteed by the Department of Housing and Urban Development) of 38 new and existing projects in seven states with a total transaction value of approximately $125 million.

Represented PEF based in New York in the acquisition and finance of middle market brand-named flagged hospitality properties in seven transactions (950 keys) to date totaling approximately $750 million.

Represented a PDF based in California in the startup of a bridge lending platform to finance all asset classes. Closed $100 million of warehouse facilities composed of a senior, up to $70 million, repo facility and a mezzanine, up to $25 million, subordinate corporate warehouse financing facility permitting table funded loan leverage up to 95% UPB.

Represented a New York based PDF in the acquisition of a portfolio of 27 senior mortgage loans, secured by office, retail and multifamily properties, from a California based fund where the total transaction value is approximately $515 million.

Represented a national bank in a nine figure upsize of an existing letter of credit facility securing a higher education institution’s Title IV financial obligations to the U.S. Department of Education pursuant to 34 C.F.R. § 688.

Representing a New York-based PDF in the origination of a short term loan-on-loan financing facility to fund the acquisition of a $45 million defaulted senior mortgage loan which will be foreclosed upon, then the loan-on-loan facility will covert to a senior mortgage loan on similar financial terms.

Representing a prominent Southeast-based PDF in the programmatic origination of CRE loans partially guaranteed by the U.S. Department of Agriculture (USDA) in connection with dozens of transactions approaching $250 million.

Represented a New York based PDF in the acquisition of a portfolio containing 58 senior mortgage loans, secured by golf courses, single family residential, office, hospitality and retail properties, and 18 REO assets from a California based fund where the total transaction value is approximately $250 million.

Represented a New York based PDF in the acquisition and securitization of a portfolio containing 18 senior mortgage loans secured by various asset classes, 14 of which were securitized in the PDF’s CMBS offering.

Represented an Atlanta based PEF in the acquisition and financing of a retail property in California with a total transaction value of $116 million.

Represented a New York based PDF in the origination of a senior mortgage and subordinate mezzanine loan secured by 33 convenience and gas/retail petroleum properties with a total transaction value of approximately $40 million.

Represented a Boston and New York based PEF in the acquisition and financing of a two hotel portfolio located in Jacksonville, Florida with a total transaction value of approximately $34 million.

Represented a national bank in the acquisition financing of a Maritime Port and Intermodal facility with a total transaction value of approximately $19 million.

Represented a Boston based CFO outsourcing and technical consulting firm in its $165 million senior corporate borrowing facility from a national bank.

Represented a national bank and PDF in the acquisition of a $75 million UPB 135 asset small balance loan portfolio secured by various asset classes.

Represented national and regional financial institutions including banks and funds making debt and equity investments in assets including commercial real estate, corporate and asset based lending, loans guaranteed by the Export-Import Bank of the United States, debt investments intended for sale on the secondary market as CMBS, CDOs or other securitizations, loan portfolio dispositions and acquisitions and related transactions.

Represented funds and banks in the startup and growth of high-volume lending platforms across various asset classes.

Represented numerous financial institutions and other companies in servicing, workouts, foreclosures, portfolio management, short sales, and complex commercial dispute resolution.

Represented an international money center bank in a term loan-on-loan bridge financing facility involving a prominent U.S. debt fund. The latter had pledged as collateral ten commercial real estate loans secured by first mortgages on commercial properties in seven states, with a total transaction size of $1 billion. 

Represented client in a joint venture involving the acquisition of the leasehold interest in the Golden Bear Plaza 243,000-square-foot Class A office complex in Palm Beach Gardens, with a total transaction value of $49.8 million.