Target Clients
Most of our assignments originate from referrals from existing and prior clients, and transaction lawyers and other professional service providers which have commercial real estate oriented clients or asset-specific situations. Common situations include:
- Complicated and/or unique asset or capital circumstances where, unlike customary "broker" assignments, the situation is a bit specialized and in need of strategic considerations;
- Often financial expertise internal to the organization/client is accounting or investment oriented vs. capital markets or commercial real estate oriented;
- Situations where an owner/family has no operating organization; or,
- Situations (like lender workouts) where having "hard or tough discussions" is best done externally.
Our brand of advisory is broad – we look at the entire situation rather than focus on narrow issues, slices of a problem or temporary and insufficient results. We evaluate and manage decisions, develop strategies, and negotiate and execute transactions involving:
- All types of loan provisions and documents
- Leases and leasing issues (private and public sector)
- Joint venture agreements and promote/incentive structures
- Purchase and sale contracts for acquisitions and dispositions
- Development (horizontal and vertical)
- "Work-out" strategies and changes in property use
- Construction related issues
- Management issues and agreements
- Operational decisions and contracts
- Tax assessments and appeals
- Capital expenditure decisions and timing
- Income tax implications
- Property, portfolio and guarantor covenants
- Accounting and audits
- General hedging strategies and instruments
- Estate complexities and structures
- Sale/leaseback strategies and execution
- Zoning and entitlement issues
- Bankruptcy ramifications and related issues
- REIT/TRS Issues (including UP-REIT and private REIT concepts)
- Roll-up structures
- Institutional investor reporting and management
