- Formation of a new private real estate investment trust to invest in a large retail project
- Formation of a new joint venture between a manager of private REITs and a public strategic co-investor
- Advising on restructuring a telecommunications company (portfolio company of a private equity fund) in financial distress and its acquisition by a major public company
- Structuring a joint venture between a private equity firm and a portfolio company, and provide ongoing advice on structuring investments made by the portfolio company in various onshore and offshore loan portfolios
- Advising a publicly-traded REIT regarding various real estate investments, involving both UPREIT and 1031 structures
- Advising a major movie studio on entering into a leveraged partnership transaction
- Represented public energy company in US$2 billion sale of one of its operating subsidiaries to a public utility
- Represented independent power producer in joint ventures to develop tax credit renewable energy projects
- Represented tax equity investor in its investment into a solar joint venture
- Represented private equity firm in various acquisitions and dispositions of portfolio companies
- Represented public shopping mall REIT in US$2 billion acquisition of a private REIT and operating partnership in a complex “downREIT” transaction
- Represented financial services company in its conversion into a REIT, US$800 million IPO, termination of convertible debt and related swaps, and litigation with the IRS
- Represented financing arm of major automobile manufacturer in issuing structured currency and commodity-linked notes and swaps
- Represented real estate investment advisors acting on behalf of CalPERS in investments into commercial real estate joint ventures
- Represented a major investment bank in developing a new credit-linked financial product Represented a leading life settlements firm in development of retail insurance product and total return swaps
- Represented a major manufacturer of gaming equipment in its issuances of contingent debt and convertible debt instruments, along with related swap transactions
- Represented a nursing home REIT with respect to acquisition of C corporation, issuances of equity and debt securities, and general tax compliance
Admissions
Bar Admissions
- California
Education
- University of California, Berkeley, J.D., Order of the Coif; American Jurisprudence Awards in Individual Income Taxation, Corporate Income Taxation, International Tax, Corporations, Real Property, and Criminal Procedure
- University of Southern California, B.S., summa cum laude
Professional Activities
Author
- “Comments on Proposed Partnership Equity Regulations,” Tax Notes Today, 2006 TNT 133-56
Related Practices