PRACTICE AREAS


Real estate Finance / investor Representation

Our firm represents real estate investors in real estate transactions, tenant-in-common ("TIC") workouts and restructuring, and property sales. Since 2009, we have provided legal expertise for hundreds of individual investors in more than 80 TIC properties throughout the United States, with a combined deal value of over $883 million dollars. We have served investors in properties located in the following states.

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Kansas 
  • Kentucky
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nebraska
  • Nevada

  • New Jersey
  • New Mexico
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Washington
  • Wisconsin
  • Wyoming
  • Virginia

Categories of work performed include:

  • Negotiating loan refinance & restructuring

  •  Negotiating 721 rollups

  • Closing sales of commercial properties

  • Negotiating forbearance agreements

  • Successfully pursuing claims against TIC lenders

  • Successfully defending bank foreclosures

  • Negotiating takeover of control by TICs and clear liens

  • Negotiating substitution of loan guarantors

  • Negotiating sale of property in lieu of foreclosurE


Representative Cases

Year Closed
Property Type & Location
Work Performed
Transaction Value
2017 Houston, Texas - Multi-family garden apartment complex - 243 units in 20 two-story buildings with 253,553 rentable sq.ft. on 14.21 acres, pool, leasing office & clubhouse. On behalf of 18 tenant-in-common owners, we negotiated and closed a refinance that maintained tenant-in-common ownership structure and preserved co-owners' 1031 exchange rights $14,850,000
2017 Central Texas - 15,407 square foot neighborhood shopping center featuring regional and local destination retail and restaurants. On behalf of 11 tenant-in-common owners, we negotiated and closed an IRS 721 rollup and refinance. $2,900,000
2017 Northern California - 56,749 square-foot, senior living facility, with 82 units, and 20 memory care units. On behalf of 14 tenant-in-common owners, we negotiated and closed an IRS 721 rollup, bridge loan refinance on time, prior to maturity of the current loan and sales of interests exiting the investment. $13,500,000
2017 Southern Texas - 259,862-square foot retail power center situated on a 26.72-acre site, anchored by national credit tenants including department stores and movie theater. On behalf of 28 tenant-in-common owners, we negotiated a recapitalization with a capital source and sales of interests of owners exiting the investment. $24,500,000
2017 Raleigh, North Carolina - 30-story, 544,482 square-foot, Class A office building with retail and adjacent 6-story parking garage with 726 parking spaces located in the Central Business District of Downtown Raleigh. On behalf of 18 tenant-in-common owners, we negotiated and closed restructure and recapitalization with a capital source and sales of interests exiting the investment. $120,000,000
2017 Tulare, Calif. - Bare land zoned for commercial development. On behalf of tenant-in-common owners, we closed the sale of the property after negotiating legal title to the property among the ownerhsip and bringing current the limited liability company owners with the California SOS and FTB. $800,000
2017 Downtown Portland, Oregon - 4,000 square-foot commercial retail building with two tenants. On behalf of tenant-in-common owners, we guided a smooth listing and closing of the sale of the property. $3,000,000
2017 Knoxville, Tennessee - multi-family gated residential apartment community - 236 units in 11 residential buildings, 240,786 rentable sq.ft. on 19.6 acres, resort style pool, sundeck, outdoor grilling, clubhouse and 24-hour fitness center. On behalf of tenant-in-common owners, we helped to ensure maximum sales proceeds were paid for the sale of the facility. $30,900,000
2016 Memphis, Tennessee - Gated apartment community featuring a pool, tennis court, fitenss center and clubhouse. On behalf of 34 tenant-in-common owners, we negotiated the sale of the property on terms that minimized risk and yielded maximum proceeds for our clients. $28,000,000
2016 San Antonio Texas - 517-unit self storage facility with two on-site resident managers. On behalf of tenant-in-common owners, we negotiated the sale of the property to a national self-storage facility operator. $5,300,000
2016 Dallas, Texas area - 15-acre apartment community featuring luxury residential amenities, including 24-hour fitness facility, pool, clubhouse, and business center with wifi. On behalf of 15 tenant-in-common owners, we negotiated nonrecourse financing that maintained the tenant-in-common ownership structure and preserved the co-owners' 1031 exchange rights in addition to coordinating sale of interests held by owners wanting to exit the investment. $16,000,000
2015 Virgina Beach, Virginia - 22,933 square foot, neighborhood shopping center with local and national retailers. On behalf of seven tenant-in-common owners, we negotiated and closed a refinance that maintained the tenant-in-common ownership structure and preserved our clients' 1031 exchange abilities. $5,000,000
2015 Houston, Texas - 85,923 square - foot, 7-story, Class B office building. On behalf of 19 tenant-in-common owners, we litigated a successful change of asset manager, negotiated repairs with insurance after flooding and successfully closed the sale of the property. $10,809,000
2015 Atlanta, Georgia - 334,883 square - foot shopping center in the heart of the Town Center retail submarket in NW Atlanta and anchored by national retailers and department stores. On behalf of 35 tenant-in-common owners, we negotiated and closed the sale of the center and negotiated post-closing prorations yielding further significant funds for our clients. $46,500,000
2015 Wisconsin - large block of Class A office space, with 196,013 square feet of rentable space on 11.2 acres. On behalf of 33 tenant-in-common owners, we negotiated and closed an IRS 721 rollup and non-recourse financing with a capital source. $26,500,000
2015 Las Cruces, New Mexico - Apartment community serving nearby New Mexico State University, on 12 acres with 226,604 net rentable square feet in 14 buildings containing 36 one-bedroom units, 148 two-bedroom units and 48 three-bedroom units. On behalf of 14 tenant-in-common owners, we negotiated and closed an IRS 721 rollup and nonrecourse financing. $13,100,000

Sunwest SEC Receivership

United States District Court

The firm represented more than 400 investors in what was determined by the court to be one of the largest Ponzi schemes in the state of Oregon. The firm’s representation included successful attempts to trace investments and find work-out solutions with lenders and other creditors, provide input into the receiver’s plan to distribute the company’s assets, and present claims for repayment on behalf of several hundred investors. In addition, the firm aided the receivership estate in recovering multi-million dollar settlements from various law firms that represented the Ponzi scheme, for the benefit of all claimants.