Experience
Boutique Hotel in Koloa, Hawaii
Formation of a Qualified Opportunity Fund to raise $250 million for a mixed-use development consisting of a luxury boutique hotel, for-sale residences, and leased space in Koloa, Hawaii.
Residential Development in Fort Collins, Colorado
Establishment of a Qualified Opportunity Fund to invest in a $7 million new development in Fort Collins, Colorado for the construction of 20 residential apartment units.
Pediatric Health Clinic in Seattle, Washington
$53 million development of the Odessa Brown Community, a pediatric health clinic in Seattle serving predominately children of color.
Tribal Wellness Center
$12 million development of the Ko-Kwell Wellness Center, a facility providing integrated health care to the Coquille Indian Tribe on tribal land located in Oregon.
Rockwood Food Market Hall
$11 million development of the Rockwood Food Market Hall, a part of the larger Rockwood Town Center in Gresham, Oregon, dedicated to providing local food and promoting entrepreneurial food vendors in this low-income community.
Tribal Residential Treatment Center
$19.6 million development of a resident treatment center for the Confederated Tribes of the Colville Reservation in the heart of its ancestral-land in Keller, WA.
Nonprofit Facility Financing
Rehabilitation of the historic Dempster Building in San Francisco for the Community Art Stabilization Trust utilizing approximately $8 million of New Markets Tax Credit allocation.
Williams Jenkins Health Center
Development of the Williams Jenkins Health Center for Lifelong Medical Care utilizing $25 million of New Markets Tax Credit allocation in Richmond, California.
Freight & Salvage Performance Venue, Berkeley
Assisted Freight & Salvage with New Markets Tax Credits program in the development of a performance venue run by the Berkeley Society for the Preservation of Traditional Music.
California Railroad Museum Foundation, Sacramento
Assisted in the expansion of the California Railroad Museum in Sacramento, including federal historic tax credits, acquisition, development and construction documentation, environmental contamination issues.
American Conservatory Theater (A.C.T.) Strand Theater Project
Assisted American Conservatory Theater (A.C.T.) in developing the Strand Theater, a new performing arts facility on Market Street. Tasks have included real estate transactional representation, tax exempt entity formation and qualification, land use entitlements and New Market and Historic tax credits expertise.
Berkeley-Albany YMCA Teen Center
Assisted with the acquisition, construction and New Markets Tax Credits (NMTC) Program, which permits taxpayers to receive a credit against federal income taxes for making qualified equity investments in designated Community Development Entities (CDEs).
Fort Mason Center, San Francisco
Financing and tax credit investment for rehabilitation of historic structures at Fort Mason in the San Francisco Golden Gate National Recreation Area. Assisted with the National Parks Service lease.
Fox Tucson Theatre, Tucson
The $15 million rehabilitation of the Fox Tucson Theatre in Tucson, Arizona involved a tax-exempt sponsor / developer in which we were nevertheless able to syndicate both the Historic and New Markets Tax Credits.
Piers 1.5, 3 & 5, San Francisco
Secured Historic Tax Credit for the $50 million rehabilitation of Piers 1.5, 3 & 5 in San Francisco, California.
One Kearny Office Building, San Francisco
Secured Historic Tax Credit for the $75 million rehabilitation of the One Kearny office building in downtown San Francisco, California.
Cavallo Point, Sausalito
Represented the developers and owners of Cavallo Point Lodge at Fort Baker in Sausalito, CA with the rehabilitation of historic buildings and in securing federal historic tax credits for the project.
Henry J. Kaiser Auditorium
Creation of a Qualified Opportunity Fund and Qualified Opportunity Zone Business for an approximately $50 million project to rehabilitate and develop the Henry J Kaiser Convention Center and Calvin Simmons Auditorium in Oakland, California.
First Security Building, Salt Lake City
The $20 million rehabilitation of the First Security Building in Salt Lake City, Utah involved both the Historic Tax Credit and the New Markets Tax Credit.
San Francisco Ferry Building
Represented the developer in development agreement, ground lease and entitlements for the San Francisco Ferry Building, an $80 million federal historic tax credit renovation project under the National Historic Preservation Act (NHPA). We negotiated a complicated transaction with the Port of San Francisco, including a ground lease and development agreement, and obtained myriad entitlements for the project from the City of San Francisco, the State Lands Commission, the State Historic Preservation Office and the National Park Service. We also negotiated several complicated lease buyouts and handled a proposed condemnation proceeding.
Citizen Hotel, Sacramento
Represented the developers and owners of the Citizen Hotel in Sacramento, CA with the rehabilitation of the historic building and in securing federal historic tax credits for the project. We also assisted with construction financing and negotiations with the local redevelopment agency.