University of Wisconsin Law School, J.D., honors notation, 2015
Member, Volunteer Income Tax Assistance Program
Treasurer, Student Bar Association
Member, Legal Assistance to Institutionalized Persons Program
Managing Editor, Wisconsin Law Review
Northwestern University, B.A., Political Science, 2013
Treasurer, Northwestern Political Union
Tax credit transactions are tricky. When representing developers, your ultimate goal is to get the deal done, but you have to ensure that the value for your client isn’t diminished when layering on the financing, construction and ultimate operation of the project. I work with my clients to protect their specific interests and requirements with the competing interests of the investors and lenders, while still cooperating to get to that finish line. The enriching part of my work is that when the deal ultimately closes, all sides benefit: our client, their lenders and investors, and the development’s surrounding community.
After realizing at the age of seven that I was not built to become a professional baseball player, I wanted to be a lawyer. While my practice doesn’t allow me to work at a ballpark, I’m still fortunate enough to get the chance to hit it out of the park when helping my clients achieve their business goals.
Outside of work, I enjoy golfing, reading and spending time with my friends and family.
Practicing Tax Credit Financing & Syndication
I represent real estate developers, lenders and investors in tax credit related real estate matters, including affordable housing, historic, wind, and solar developments. I work closely with the management in the review of required due diligence; title survey review; drafting, amending and terminating easements; drafting and review of financing and investor equity documents; drafting and negotiating AIA Construction Contracts; drafting and negotiation of purchase agreements; drafting and negotiation of commercial, residential, master and ground leases; and multiple types of HUD financing and public housing programs.
Represented a for-profit developer in the acquisition and rehabilitation of a 224-unit affordable low-income housing apartment complex in Houston, Texas, involving approximately $26,000,000 in multiple layers of debt and federal low income housing tax credit (LIHTC) equity financing.
Represented a for-profit developer in the acquisition and rehabilitation of a scattered site low income housing apartment complex in Bradenton, Florida, involving approximately $32,500,000 in multiple layers of private activity bond financing and federal low income housing tax credit (LIHTC) equity financing.
Represented a public housing authority in the construction of a new, 74-unit affordable and senior low income housing apartment complex in Aurora, Colorado, financed through approximately $23,000,000 of multiple layers of debt, including financing through HOME Loan and Community Development Block Grant (CDBG) programs, and state and federal low income housing tax credit (LIHTC) equity financing.
Represented a private, for-profit developer in the acquisition and new construction of a 183-unit affordable housing apartment and commercial complex, located in Minneapolis, Minnesota, involving approximately $61,000,000 in multiple layers of debt, including a FHA Insured 221(d)(4) loan facility, and federal low income housing tax credit (LIHTC) equity financing.
Represented multiple banks in federal and state historic bridge loans.
Represented a public housing authority with a RAD Conversion of a 96-unit commercial and low income housing apartment complex, located in Fargo, North Dakota, and the simultaneous closing of approximately $10,000,000 in debt and low income housing tax credit (LIHTC) equity financing for the complex’s substantial rehabilitation.
Represented a national wind energy developer in the development and leasing of a wind farm to be constructed in South Dakota.
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