Representative Matters

• Created and operated an SEC-registered investment advisory business and served as chief compliance officer and chief operating officer.
• Handled acquisition or ground-up development of numerous assets, including medical office buildings, medical research and laboratory facilities, and seniors' housing assets for a JV involving a private investment partnership and publicly traded REIT.
• Assisted borrower in financing 32 assisted living and memory care facilities in seven states worth $240 million, including assets assumed with HUD-insured mortgages.
• Secured $21 million of HUD-insured permanent financing for an owner-operator of a seniors' housing facility in West Hampton, New York.
• Represented developer and operator in acquiring and financing a $20 million off-campus student housing project servicing the University of Arizona.
• Counseled a consumer-packaged goods startup in forming and capitalizing its business, leading to an appearance on Shark Tank and sales across the United States.
• Managed a number of dispositions for a publicly traded health care REIT, including the sale of skilled nursing facilities in the Northeast and Midwest U.S.
• Negotiated the acquisition of, and conducted legal due diligence for, a digital application providing the client a new business and revenue source.