Overview
» Member of Oppenheimer's Policy Committee
» Represents financial institutions and corporations in connection with their national real estate equity investment and financing activities
Representative Experience
Joint Ventures
» Counsel to institutional investors in placement of more than $2 billion of JV equity in the last five years
» $100 million equity participation in major downtown office tower (as counsel to major national banking institution)
» $60 million joint venture to acquire portfolio of six Class A office buildings in Cleveland (as regional JV counsel to major financial institution across 17-state area)
» $25 million JV land investment (1000 acres) in multi-use residential/commercial development in Jacksonville, FL area (as national JV counsel to publicly held natural resource company)
Acquisition and Sales of Commercial Real Estate
» $50 million acquisition of portfolio of five Class A buildings in Chicago (as national counsel to major insurance company in connection with its real estate equity investments)
» $40 million acquisition of 17-building industrial portfolio in Houston
» $45 million sale of office building in Chicago loop
» $26 million acquisition of retail power center in Los Angeles
Mortgage Lending
» $120 million bridge loan for Minneapolis downtown office tower for major national banking client
» $140 million mortgage loan on major Chicago downtown office tower (as regional lending counsel to major national financial services corporation)
» $45 million participating mortgage loan secured by major medical office building
Recognition
Listed in The Best Lawyers in America
Minnesota Law & Politics » "Super Lawyer"
Real Property Law Specialist as certified by the Minnesota State Bar Association
Publications
"Income Tax Considerations", Minnesota Real Estate Purchase & Sale Deskbook, 2010.
"New Legislation Has Impact on State's Deed Tax Laws", Minnesota Real Estate Journal, 2006.
Speaking Engagements
"Income Tax and Commercial Real Estate-Issues Resulting from the Economic Downturn", Minnesota CLE (Webcast), 2011
"Income Tax and the Real Estate Downturn-Making the Best Tax Decisions", Minnesota State Bar Association CLE (Webcast), 2009
"Economic Forecast: Factors Impacting the Real Estate Markets", RECG Real Estate Law Conference, 2008
"Documenting Joint Venture Transactions in Complex Financings", RECG Capital Markets Conference, 2008
"10 "Do Not Miss" Issues In Your Next Commercial Purchase Agreement", Minnesota State Bar Association CLE: 25th Annual Real Estate Institute, 2007
"Minnesota Deed Tax: Planning and Strategy (2007)", Minnesota State Bar Association CLE, 2007
"The 2005 Deed Tax Amendments", Minnesota State Bar Association CLE: 23rd Annual Real Estate Institute, 2005
"Entity Selection - Selection of an Entity for a Business That Owns Real Property Planning and Probate Issues for Real Estate Professionals", Minnesota State Bar Association CLE, 2005
"The New 2001 Minnesota Limited Partnership Act ", Minnesota State Bar Association CLE: 22nd Annual Real Estate Institute, 2004
"Choosing an Entity for a Business that Owns Real Property", Minnesota State Bar Association CLE: 21st Annual Real Estate Institute, 2003
"Mortgage Registry Tax and Deed Tax Issues in Structuring Real Estate Transactions", Minnesota State Bar Association CLE: 20th Annual Real Estate Institute, 2002
Associations & Pro Bono
American College of Real Estate Lawyers (ACREL)
National Association of Industrial and Office Parks (NAIOP)
Minnesota State Bar Association » Business Law Section » Past Chair
Member of Special Joint Bar Association Committee which drafted Minnesota LLC Act
American Bar Association » Real Property and Tax Sections