Real estate practice group subtitle March 10, 2016 2 Nixon Peabody LLP Real estate practice group Julie Hancock Sense Ahead Bios 4 Bruce J. baker Bruce Baker co-leads the firm’s Campus Infrastructure & Community Development team. He focuses on the construction aspects of real estate development and financing projects. He also represents banks and other financial institutions on regulatory and enforcement matters. Bruce J. Baker Partner Rochester, NY: 585-263-1232 bbaker@nixonpeabody.com Education Harvard Law School, J.D. University of Pennsylvania, B.A. Admissions Admitted to practice in New York and the United States District Courts for the Southern, Eastern and Western Districts of New York. Services Design, development and construction contracts I represent owners, developers and lenders in connection with the structuring and negotiation of EPC, design/build, design and construction contracts for complex projects in all asset classes, ranging from commercial and institutional buildings to sports stadiums, toll roads and airport terminals as well as power plants and process manufacturing facilities. Most of the clients I represent are in the higher education, power generation and food/beverage manufacturing industries. In addition to structuring and negotiating design and construction agreements, I represent clients in negotiating development and joint venture agreements, contract interpretation and claims consulting and performance security matters. I represent banks and other financial institutions in connection with regulatory and enforcement matters. Campus Infrastructure & Community Development How can colleges and universities partner with their surrounding communities to build facilities that support the economic health of the area? What ways can academic institutions leverage private financing—or public programs—to build these facilities? I am intrigued by the interaction between academic institutions and their surrounding communities and how this factors into campus development projects, especially in urban locations where space is precious. Energy facilities Recently, we’ve been helping utilities decommission and demolish older power plants that have outlived their usefulness. The contracts for this work are extremely complex, with numerous regulatory and environmental hurdles to clear. 5 Lori A. Bowman Lori A. Bowman Counsel Lori Bowman primarily engages in matters relating to commercial real estate development and financing. She regularly represents institutional lenders and developers in construction and bridge and permanent financing for commercial, manufacturing, industrial, retail, office, warehouse and residential projects with both conventional financing and tax-exempt bonds. Rochester, NY: 585-263-1638 lbowman@nixonpeabody.com Services Education Lending University at Buffalo, School of Law, J.D. State University of New York at Geneseo, B.S. I primarily represent commercial banks, investment banks, insurance companies and other financial institutions in complex structured real estate finance transactions. These include mortgage loans as part of securitizations, and mezzanine, construction and bridge loans for properties such as hotels, retail, office, multifamily housing and industrial sites. Most recently, I provided real estate lender services to Citigroup Global Markets Inc. in connection with a $1.8 billion fertilizer plant in Wever, Iowa. The recent downturn resulted in a lot of workout and restructuring work, in which I helped clients purchase and sell performing and non-performing debt in the secondary market. Admissions Admitted to practice in New York. Real Estate Development Another aspect of my practice encompasses development. I represent developers in planning, developing, constructing and financing a variety of projects, including college and university projects. Recently, I worked with a team that closed an approximately $68 million bond transaction for The City University of New York to help finance the construction and development of student housing units and related facilities for the College of Staten Island. 6 Robert W. Burgdorf Partner Bob Burgdorf’s practice is concentrated in several broad areas, including real estate law and legal services to higher education institutions. Representative clients include private developers, public utilities, college and universities, energy companies and commercial landlords and tenants. Rochester, NY: 585-263-1333 rburgdorf@nixonpeabody.com Services Land use and zoning Education Cornell University Law School, J.D., cum laude St. John Fisher College, B.A., magna cum laude I have concentrated much of my practice in representing companies in contested land use and zoning projects, including securing permitting for more than 1,500 cell tower sites over the last 25 years for the nation’s largest cellular telephone provider. Related experience involves litigation arising out of the permitting for these types of projects as well as real estate litigation generally, commercial landlord/tenant disputes and other general real estate and development matters. Robert W. Burgdorf Admissions Admitted to practice in New York. Higher education My practice also includes providing the broad range of legal services necessary for the day-to-day operations of higher education institutions. Upstate New York Land use and zoning matters have become increasing complex as municipalities seek to more rigorously regulate what are often scarce remaining developable areas in Upstate New York’s metropolitan areas. Prudent developers will be thoughtful about carefully considering all available permitting tools and will need to place additional emphasis on producing a proper record before boards. 7 Dana K. Campbell Dana K. Campbell Associate Rochester, NY: 585-263-1672 dcampbell@nixonpeabody.com Education SUNY Buffalo, J.D. University of Cincinnati, B.A., magna cum laude Admissions Admitted to practice in New York. Dana Campbell represents clients in commercial real estate matters, including in the areas of telecommunications leasing and land use and zoning. Services Telecommunications A primary focus of my practice today involves real estate work in the telecommunications industry. For example, I have negotiated numerous leases for wireless facilities on behalf of a major telecommunications provider. My work in this industry also includes obtaining land use and zoning approvals and handling purchase and sale transactions between telecommunications providers. Higher education Outside the telecommunications arena, I work with higher education institutions. Recently, I have represented several college and university clients on real estate matters relating to land use and zoning and public finance. 8 Ethan J. Ceplikas Ethan Ceplikas counsels real estate owners and developers as well as businesses operating within the Commonwealth of Massachusetts. Services Ethan J. Ceplikas My practice encompasses several areas that leverage my past business experiences. This helps my clients meet their operational goals. Associate Commercial real estate transactions Boston, MA: 617-345-1173 eceplikas@nixonpeabody.com I assist affordable housing owners and developers on acquisition and disposition of multifamily properties, including those financed with lowincome housing tax credits (LIHTCs). I recently assisted a client in acquiring and financing a 190-unit affordable multifamily development in Framingham, Massachusetts. Education Loyola University Chicago School of Law, J.D., cum laude Babson College, B.S., magna cum laude Admissions Admitted to practice in Massachusetts. Real estate asset management I work with property owners to manage their assets, handling property management agreements, vendor contracts, tax abatement and other legal issues. For example, I negotiated a complex tax settlement with the City of Boston, saving approximately $400,000 over the next three years. Representation of business owners Retail, restaurant and other business owners also rely on my experience, and I represent clients before regulatory authorities, including the City of Boston Public Improvement Commission and the Commonwealth of Massachusetts Alcoholic Beverages Control Commission. I recently helped a new Boston museum obtain a liquor license for private events. Seniors housing With the Seniors Housing team, I represent facility owners and operators. I assisted a prominent Boston developer with title analysis and the $33 million financing for a seniors housing complex in Boston’s Chinatown neighborhood. I also provided zoning and permitting advice to a client relating to the development of seniors housing in the former South Weymouth Naval Air Station. 9 Ashley E. Champion Ashley E. Champion Associate Rochester, NY: 585-263-1361 abaker@nixonpeabody.com Education Albany Law School of Union University, J.D., cum laude Niagara University, Political Science, B.A., magna cum laude Admissions Admitted to practice in the state of New York. Ashley Champion’s practice encompasses all aspects of commercial real estate transactions. Services Commercial real estate I work with property owners, investors and developers in acquiring, selling, leasing, financing and developing commercial and institutional real estate. Recently, an institutional client asked us to help it acquire a hospital campus. We quickly assembled a team of relevant disciplines and closed the transaction in short order. Land use and zoning Complex zoning and land use matters require dealing with and/or harmonizing the concerns of multiple stakeholders. I guide private sector clients through the maze of governmental processes and appear before municipal boards to secure the permits and approvals our clients need to move their projects forward. I also work with utility companies in large, complex projects that require coordinated teams of multiple practice areas. Medical facilities As the U.S. population continues to age, demand for medical facilities has increased—and so has the need for real estate services to construct and transfer interests in these facilities. I work closely with institutions and health care providers to buy, sell and lease hospital, nursing home and medical office facilities. 10 Colette A. Dafoe Colette Dafoe focuses her practice on all aspects of commercial real estate transactions, representing owners, investors and developers in acquisitions, sales, leasing, financing and development of commercial real estate. Her practice involves drafting and negotiating purchase and sale agreements, leases and loan documents and performing due diligence and other site acquisition services. Services Multifamily and senior housing and care Colette A. Dafoe Partner Washington, DC: 202-585-8393 cdafoe@nixonpeabody.com Education Northeastern University School of Law, J.D. Tufts University School of Medicine, M.P.H. St. Lawrence University, B.S., summa cum laude Admissions Admitted to practice in Massachusetts and the District of Columbia. I work on multifamily housing matters, particularly with respect to the senior housing and care industry. I represent clients in transactions ranging from single property matters to several of the most notable transactions in the industry involving publicly traded and privately held clients. My clients include investors, financiers, purchasers and providers and sellers of multifamily apartments, active adult communities, assisted living facilities, nursing homes and CCRCs. Restructuring and workouts My restructuring and workout experience includes workouts of commercial loans, portfolio and securitized loans, distressed property sales and representation of lenders in debtor-in-possession financing transactions. Representative Experience —Serves as outside general counsel to the largest continuing care retirement community in metropolitan Boston, handling its day-to-day legal affairs and mitigating operating risks. —Represents a regional health care lender financing the acquisition, development, and expansion of seniors housing campuses (independent living, assisted living, and continuing care retirement communities) throughout New England. —Represented a foreign investor in two acquisitions and a disposition of a New England seniors housing portfolio valued at $890 million, and counseled client on a range of asset management matters throughout the ownership period. —Counsel to a U.S. developer, owner, and operator of a seniors housing portfolio situated throughout the Northeast in joint venture, development, regulatory, and financing matters. —Represented a special servicer in the workout of an approximately $100 million loan portfolio. —Represented the special servicer in the sale of multiple REO hotel properties located throughout the mid-Atlantic and northeastern United States. 11 John F. D’Amanda John F. D’Amanda Counsel Rochester, NY: 585-263-102 jdamanda@nixonpeabody.com Education Whittier College School of Law, J.D. Washington College, B.A. Manchester College of Oxford University Admissions Admitted to practice in the state of New York. John D’Amanda focuses his practice on commercial real estate with over 25 years of experience advising developers, owners and financial institutions. Services Development and leasing I concentrate my practice in complex transactional work for owners and developers of a variety of assets, from office parks and retail establishments, to nursing homes and health care facilities, to HUD-financed developments, senior living projects and projects involving economic development incentives such as tax credits and municipal grants. I also have a core leasing practice involving commercial, office, industrial and manufacturing properties. This variety of work lets me integrate my practice with others around the firm, and allows me to collaborate with the Affordable Housing, Health Services, Energy & Environmental, and Global Finance groups. Real estate finance and workouts I also represent lending institutions closing mortgages and deeds of trust as well as commercial banks and special servicers in foreclosures, modifications and restructuring of conventional mortgages and commercial mortgage backed securities (CMBS) in default. Succession planning Individuals and small enterprises are important economic drivers—and are among my most important clients. I help with succession planning for families with landholdings, historical preservation and nonprofits. 12 Lawrence S. DiCara, P.C. Larry DiCara is among Boston’s most recognized attorneys and civic leaders. A frequent speaker at colleges, universities and other venues, as well as a regular go-to source in Boston media, Larry has taught at Harvard, Boston University and the University of Massachusetts. Larry practices real estate and administrative law and has been intimately involved with the development process in and around Boston for more than 40 years. Services Massachusetts real estate Lawrence S. DiCara, P.C. Partner Boston, MA: 617-345-1210 ldicara@nixonpeabody.com Education University of Massachusetts, L.L.D. (Hon.) JFK School of Government, Harvard University, M.P.A. Suffolk University Law School, J.D. Harvard College, A.B. Admissions Admitted to practice before the District Court of Massachusetts, the Court of Appeals for the 1st Circuit, and the U.S. Supreme Court. I represent owners and developers before the Boston Redevelopment Authority and most every other city and state agency in the Commonwealth. Legislative I have extensive experience counseling clients on legislative matters at the federal and state levels. I frequently travel to Washington, DC, to represent clients and have been named Special Counsel to the Massachusetts House of Representatives with respect to redistricting on several occasions. Boston history and politics My political memoir, Turmoil and Transition in Boston, was recently published by Hamilton Books. I also recently co-authored two articles about electoral patterns in Boston for Commonwealth Magazine with James Sutherland, a PhD student at Northeaster Representative Experience —Represented the developer in the negotiation of a loan from the Massachusetts Convention Center Authority (MCCA) and a grant from the Boston Redevelopment Authority (BRA) that resulted in the construction of the Boston Tea Party Ships Museum, a histo —Represented Boston Residential Group in a proposal to construct 196 privately financed rental housing units that will overlook Boston’s famed Emerald Necklace, designed by Frederick Law Olmsted. —Representation of the developer in the construction of an office building on a site remaining from the Copley Place Air Rights Lease over the Massachusetts Turnpike. —Determined the applicability of, and obtained all requisite approvals for, the expansion of the Boston campus of an institutional client, including examining zoning relief and processes under Large Project Review, Institutional Master Plan Requiremen Lawrence S. DiCara, P.C. Lawrence S. DiCara, P.C. Representative Experience Continued: —Representation of Instrumentation Laboratory Company in litigation, real estate acquisitions and development, ERISA, and other personnel-related matters. —Represented Liberty Mutual in the negotiation of TIF and EDIP awards of some $33 million, resulting in the construction of an office building in Boston’s Back Bay. This was the largest TIF/EDIP agreement in the history of the Commonwealth —Represented ParkMobileGlobal in its negotiations with the Massachusetts Bay Transportation Authority (MBTA), resulting in the adoption of the ParkMobile electronic system for managing the MBTA’s 31,000 parking spaces. —Representation of various restaurant owners in connection with zoning and liquor licensing matters before the Boston Licensing Board and the Massachusetts Alcoholic Beverages Control Commission. —Represented Converse/Nike in seeking a PILOT agreement with the city that will result in the relocation of Converse Headquarters to a facility near the North Shore. —Representation in the acquisition, development, and leasing of multiple supermarkets in Allston, Boston, Brighton, Cambridge, Dorchester, Malden, Medford, and Milford, Massachusetts. —Closed the acquisition of public way from the City of Boston for United Waste Management, culminating two years of work to obtain city and utility approvals and co-petitioned the City and the Boston Redevelopment Authority to take the street and discontinue its use as a public and private way. The deal allows the client to secure its property and to create more efficient intake for its facility, one of the largest construction recycling facilities in the metro-Boston area. —Representation of a large funeral and cemetery services company in the purchase, acquisition, development, and permitting of funeral homes, as well as in litigation resulting from their various businesses. 13 14 Thomas F. Diorio Thomas Diorio’s practice focuses on the leasing, acquisition, sale, financing and development of a full range of real estate assets. These assets include office buildings, apartment projects, retail facilities, historic tax credit properties, mixed-use developments and energy projects. Services My practice today primarily encompasses three main areas. Thomas F. Diorio Counsel New York, NY: 212-940-3145 tdiorio@nixonpeabody.com Education University of Florida, J.D. Villanova University; Florida State University, B.A. Admissions Admitted to practice in New York, Connecticut and Florida. Leasing I represent a significant owner of New York City office buildings with leasing and financing activities. Historic tax credit projects In connection with our firm’s thriving Historic Tax Credit practice, I provide real estate advice on historic rehabilitation tax credit (HTC) projects. For example, I recently provided support in structuring an historic tax credit transaction and related long-term leases to complete the renovation of the Battery Maritime Building, located at 10 South Street, New York, New York. Energy With the increasing importance of alternative energy projects, I assist our energy and energy tax credit practices with solar, wind and other alternative energy projects, handling matters such as biomass energy projects, commercial solar rooftop transactions and the creation of residential solar programs, which will provide solar energy systems to thousands of residential homes across the country. Representative Experience —Representing a municipality’s economic development corporation in connection with the preservation and redevelopment of an historic structure. —Representing the owner of a hotel property in Las Vegas, Nevada, to settle an extremely adversarial foreclosure action and dispose of the distressed asset. —Representing a special servicer to restructure $217,000,000 in debt secured by a hotel property in New York. —Representing a special servicer to restructure $120,000,000 in debt secured by a hotel property in California. 15 Thomas F. Diorio Thomas F. Diorio Representative Experience Continued: — Real estate counsel to a developer of a 75 Mw biomass power plant in Florida — Representing a county in the negotiation of a long-term lease of an arena with a National Hockey League franchise — Real estate counsel to an equity investor in the development of a biomass power plant in Massachusetts — Providing real estate support to a litigation team arbitrating a lease dispute regarding the rental rate applicable to a renewal of 650,000 square feet of office space in a Class A building in Midtown Manhattan — Real estate counsel to a purchaser of landfill gas power plants in New York — Representing the lender in a refinance of a $135,000,000 loan secured by a regional outlet mall in Colorado — Representing Wall Street firm in the acquisition of a data center leased to a credit tenant — Representing Wall Street firm in a multi-parcel, complex sale of real property located in Waltham, Massachusetts, wherein the buyer was provided eight alternative closing structures — Representing lender in finance of $120,000,000 land loan for landmark Brooklyn, New York, development — Representing Wall Street firm in an $86,000,000 loan for a Westin Hotel in Chicago, Illinois — Representing the developer in the leasing of a portion of a landfill for the construction and operation of a waste to energy power plant in Florida — Real estate counsel for the purchaser of port operations for U.S. ports — Representing property owner in a workout related to the sale of land under threat of litigation — Representing lender in loan workout related to a Brooklyn, New York, condominium construction project — Florida real estate counsel for the acquisition of over $100,000,000 of Florida office properties for a REIT — Representing national apartment developer, and other clients, in the development, financing, leasing, and sale of Florida apartment complexes 16 Dino fazlibegu Dino Fazlibegu focuses his practice on representing investment banks, insurance companies, hedge funds and other financial institutions in complex real estate finance transactions. Services Loan originations Dino fazlibegu Partner New York, NY: 212-940-3120 dfazlibegu@nixonpeabody.com Education New York Law School, J.D., magna cum laude, New York Law School Law Review Monmouth University, M.B.A. Polytechnic Institute of New York University, B.S.E.E. Admissions Admitted to practice in New York. I have almost 20 years of experience in handling all types of loan originations, including mortgage loans intended for securitizations, mezzanine loans, bridge loans and credit facilities. My experience is comprised of all types of real estate, including hotel, retail, office, multifamily, industrial, manufactured housing and golf course properties, ranging from single-asset financings to highly structured portfolio transactions involving multiple lenders and hundreds of properties located throughout the United States. Restructurings and workouts I have also represented portfolio lenders and special servicers of securitized loans during the recent downturn in the economy in numerous workouts and restructurings of secured debt transactions. I have provided clients with strategic advice in such workouts, which have included forbearance agreements, deed-in-lieu transactions, bifurcated “hope note” structures and complex intercreditor issues. In addition to my real estate finance experience, I have represented clients in numerous transactions involving the issuance of debt through the use of trust preferred securities and subordinated note structures. Representative Experience —Represented an investment bank and a REIT, as co-lenders, in the origination of an aggregate $1,069,000,000 mortgage loan implementing an A/B note structure in financing the acquisition of a portfolio of 289 multifamily properties in 10 states —Represented an investment bank in the origination of an $805 million loan allocated between a mortgage loan and several layers of mezzanine loans for the acquisition, redevelopment and condominium conversion of an office building in New York City. —Represented an insurance company and a financial institution, as co-lenders, in the origination of the senior mortgage loan portion of a $590 million financing secured by an office/retail condominium property located in New York City. —Represented an investment bank in the origination of a $500 million mortgage loan which was structured as a component note and secured by the Westchester Mall located in Westchester, New York. Dino fazlibegu Dino fazlibegu Representative Experience Continued: —Represented an investment bank in the origination of a $500 million mortgage loan which was structured as a component note and secured by the Westchester Mall located in Westchester, New York. —Represented an investment bank in the origination of a $247.2 million loan secured by 6 ground leased hotel properties located in various states, which loan was comprised of a mortgage loan and a mezzanine loan. —Represented a special servicer in connection with the workout of a defaulted $195 million securitized mortgage loan secured by five furniture mart properties located in North Carolina, which included the appointment of a receiver and the subsequent sale of such properties subject to the assumption of such securitized senior loan by the purchaser and the modification thereof. —Represented a special servicer in the restructuring of a $120.5 million securitized mortgage loan secured by a shopping mall located in Florida, which restructuring was comprised of a bifurcated note structure, that included a “Hope Note” and a third party mezzanine loan. —Represented financial institutions and hedge funds in numerous trust preferred securities transactions and other unsecured subordinated debt transactions ranging from $25 million to $200 million to public and private companies, home builders, REITs and other institutional borrowers and the subsequent restructuring of many such transactions. —Represented an insurance company in the establishment of a $50 million revolving mezzanine credit facility for the acquisition and development of multi-family and student living rental properties and undeveloped land parcels, which credit facility was comprised of individual first mezzanine loans and individual junior mezzanine loans and the subsequent workout thereof. 17 18 Mahmood R. Firouzbakht Mahmood Firouzbakht represents clients in all aspects of commercial real estate transactions with a focus on multifamily housing. In particular, he represents developers in the acquisition, permitting, financing and construction phases of real estate projects. Services Multifamily housing financing and development Mahmood R. Firouzbakht Associate Most recently, I represented an affordable housing developer in redeveloping a historically significant site using historic and low-income housing tax credits as well as various other sources of financing. Construction and property management Boston, MA: 617-345-1228 mfirouzbakht@nixonpeabody.com I work with developers and property managers to negotiate construction and management agreements for their projects. For example, I represented a university client in negotiating a construction contract for a $50 million on-campus dorm building in Boston. Education Northeastern University School of Law, J.D. Harvard University, B.A. General real estate Admissions Admitted to practice in Massachusetts. Representative Experience I also help clients navigate general real estate transactions, including commercial leases, purchase and sale agreements and real estate joint ventures. —Several owners/developers in the acquisition, financing, and rehabilitation of a number of existing multifamily affordable housing developments. —The owner in the acquisition and financing of a historic building and conversion into affordable housing. The financing included federal and state low-income housing and historic tax credits, tax increment financing, and various sources of construction and permanent debt. —A Housing Authority client in the refinancing and rehabilitation of several properties under HUD’s mixed finance program. The financing included tax-exempt bond funds as well as the admission of a low-income housing tax credit investor. —The developer of the Boston Tea Party Ships and Museum in the permitting, financing, and construction of the museum facility located in Boston’s historic Fort Point Channel. —The general partner of several low-income housing developments in the disposition of assets throughout the United States. —A leading property manager client in the negotiation of management agreements throughout the United States. 19 Brian G. Flanagan Brian Flanagan serves as the firm’s Operations Partner and previously served as head of the Real Estate Department. He is intimately engaged in the leadership and management of the firm. He represents clients in structuring commercial development and dispositions. He also advises on commercial workouts/foreclosure and property valuation issues. Brian G. Flanagan Services Partner Institutional owners Rochester, NY: 585-263-1313 bflanagan@nixonpeabody.com I have represented major developers, corporate owners, energy projects, municipalities, hotels and shopping center owners in various aspects of real estate development and valuation. Education University of Chicago, J.D. Syracuse University, B.A., summa cum laude Distressed real estate Admissions Admitted to practice in New York. I have also focused on representing lenders and servicers in resolving distressed real estate, having foreclosed shopping centers, hotels, industrial projects and failed developments across New York State. I enjoy working with clients to acquire, develop and dispose of various real estate assets and have led teams in managing numerous large projects. Property tax I have extensive experience in representing developers in structuring transactions to lessen property tax liability, including negotiating a number of payment in lieu of tax agreements for energy projects. Community service I am on the Executive Committee of the Board of Directors of the Rochester Business Alliance and also serve as a Vice Chair of the Executive Committee of the board of the Rochester Downtown Development Corporation. I also sit on the Regional Advisory Board for JP Morgan Chase. Recognition Martindale-Hubbell has rated me “AV” and I have received numerous Super Lawyers and other professional recognitions. 20 Christopher R. Froeb Chris Froeb focuses his practice on representing owners, developers and investors in all aspects of commercial real estate transactions, including acquisitions, sales, financings, joint venture formation and development. Christopher R. Froeb Associate Boston, MA: 617-345-1137 cfroeb@nixonpeabody.com Education Suffolk University School of Law, J.D., cum laude Boston College, BA. Admissions Admitted to practice in Massachusetts and New York. Services Real estate transactions When my clients’ commercial real estate or real estate investments change hands, I draft and negotiate purchase and sale agreements, leases, joint venture and equity documents and loan documents. I also manage and perform the due diligence and other site acquisition services needed to ensure my clients are protected and transactions close efficiently. Multifamily housing Over the last few years we’ve seen a significant spike in multifamily housing development. Over that time, I’ve represented developers of these market-rate and affordable multifamily housing projects as well as institutional investors in multifamily housing assets. Senior housing and care The senior housing industry has also experienced consistent growth over the last few years. I’ve assisted institutional investors with their investments in assisted living and skilled nursing properties and portfolios. I’ve also represented privately held and publicly traded developers and owners in acquiring, selling, master leasing and financing assisted living and skilled nursing developments. Restructuring and workouts My restructuring and workout experience has included representing institutional lenders in workouts of commercial and securitized loans, distressed property sales, foreclosures and deed-in-lieu transactions. 21 John R. Garibaldi John (J.R.) Garibaldi is a senior associate in our Real Estate and Community Development group. He represents buyers, sellers, owners, lenders, servicers, investors and developers in a variety of real estate and corporate transactions. Services Capital Markets and real estate finance John R. Garibaldi Associate San Francisco, CA: 415-984-8209 jgaribaldi@nixonpeabody.com Education University of California, Hastings College of the Law, J.D. University of California Los Angeles, B.A., cum laude Admissions Admitted to practice in California. I counsel lenders, loan servicers and borrowers in the financing of a variety of real estate asset classes, such as retail, office, hotel, industrial, vineyard and multifamily properties. My finance experience includes all different types of loans, including CMBS, balance sheet, portfolio, construction and asset-based loans. Distressed debt and real estate workouts Due to the recent volatility in the commercial lending markets, my clients have relied on me to help them navigate through loan restructurings, workouts and California’s complex one-action and anti-deficiency laws. I also guide them through forbearance agreements, commercial foreclosures, receiverships, deed-in-lieu transactions and note sales. Real estate acquisitions and dispositions I enjoy teaming up with clients on real estate acquisitions and dispositions of all types of commercial real estate, and providing strategic guidance for individual real estate investments and portfolios. I have counseled clients on complex raw land acquisitions as well as the purchase and sale of office, industrial, hotel, mixed-use and vineyard properties. Leasing Landlords and tenants (both established and start-up companies) look to me to handle their commercial real estate leasing. In particular, I focus on office and industrial leasing. Representative Experience —Counsel to lender and special servicer on a $130 million multiple tranche securitized loan secured by a 16 building multifamily property portfolio. John conducted workout negotiations with counsel for borrower, guarantors and the junior lenders and advised the client through a receivership, borrower bankruptcy and non-judicial foreclosure. —Represented the seller in the sale of a 162-unit senior housing complex located in Santa Rosa, California. The complex provides independent and assisted living services to seniors. Nixon Peabody handled complex negotiations on the initial purchase and sale agreement that involved a sale/leaseback structure for California licensing purposes, as well as a sale of the improvements and assignment of the land’s ground lease. John R. Garibaldi John R. Garibaldi Representative Experience Continued: —Advised owner on the sale of a high profile resort and country club located in northern California. John negotiated purchase agreement and management transition documents, resolved complex title and survey matters and assisted with liquor license issues. Advised an international client in the workout of their commercial lease portfolio. John negotiated with a number of different landlords to successfully modify the terms of the client’s retail leases. —Counsel to lender and special servicer in the workout and modification of a $186 million securitized loan secured by a 5-star resort and spa located in Southern California. —Advised investors and limited partners through a debt and equity restructuring of a national multiproperty low income housing tax credit portfolio. —Counsel to developer in the purchase of a distressed loan secured by a large scale development project located in Northern California. John assisted with the due diligence and purchase of the distressed loan and advised the client throughout the foreclosure process in their negotiations with borrower, guarantors and various public agencies. 22 23 Andrew I. Glincher Andrew I. Glincher CEO and Managing Partner Boston, MA: 617-345-1222 aglincher@nixonpeabody.com Education Northeastern University School of Law, J.D. Boston College (Carroll School of Management), B.S., Finance, cum laude Admissions Admitted to practice in Massachusetts. Andrew Glincher is CEO and Managing Partner, leading 1,400 colleagues including more than 600 attorneys who collaborate across major practice areas in cities throughout the U.S. and with alliance firms around the world. A business and real estate attorney and professional and community leader with decades of legal, business and management experience, Andrew is known for being entrepreneurial and strategic with exceptional problem solving, consensus-building and negotiation skills, including an ability to structure successful and creative transactions and dispute resolutions. Services In my role as CEO and Managing Partner, I help lead the management of firm assets, business and strategic initiatives. Our leadership team prides itself on being progressive and innovative—for both our clients and for ourselves—in a way that anticipates and captures opportunities; forecasts, prepares for and manages risks; overcomes obstacles; and maximizes results. We’re not content standing still. We continually look at trends to proactively provide insights and make connections that help our clients succeed. As a business and real estate attorney, business owners, asset managers, lenders, owners, developers, special servicers and professional service firms turn to me for help building a strategy to restructure, stabilize or maximize and capture the value of their assets. I’ve had great success developing client strategies for acquiring, managing and selling assets from $5 million to billions of dollars. My ability to think creatively about complex situations has contributed to the success of numerous businesses including professional services firms and every kind of real estate asset class from retail centers to hotels and offices to multifamily developments, including seniors living and low-income housing on both a local and national scale. 24 Thomas C. Greiner, Jr. Thomas C. Greiner, Jr. Partner Rochester, NY: 585-263-1456 tgreiner@nixonpeabody.com Education George Washington University National Law Center, J.D. Princeton University, A.B. Admissions Admitted to practice in New York and Florida. Languages Fluent in Spanish and French, and has a sound working knowledge of Portuguese. Thomas Greiner has many years of experience representing universities, energy companies and other large retail and industrial enterprises on the ground, in the office and in court regarding all aspects of real estate. Services At present, my practice is concentrated in two distinct areas. Land use development Specifically securing zoning and land use approvals for large and complex developments. This involves an analysis of all permits and approvals required, quarterbacking a team of professionals in all disciplines related to the project and securing the approvals. When necessary, I assist in and/or conduct any court proceeding needed to defend such approvals. One long-term project that I have worked on over many years is the deployment of a wireless telecommunications network comprising more than 1,500 wireless tower and/or base station sites. Traditional conveyancing Purchases and sales, leasing, easements, etc. Large companies and institutions convey or acquire land and buildings in one form or another. For decades, I have assisted them in complex transactions to advance and balance their holdings. Often, the traditional conveyancing is combined with land use and zoning in the context of a large development. Recently, I assisted a university in a multi-use $100 million signature development. 25 John B. Hood John Hood is particularly experienced in real property tax assessment review and condemnation matters involving commercial, industrial, utility and power plant projects. He has represented municipalities and taxpayers and has worked with appraisers, industrial development agencies, assessors and others in negotiations for the establishment of proper levels of tax assessment. Services John B. Hood Tax Assessment Rochester, NY: 585-263-1344 jbhood@nixonpeabody.com Over the past 20 years I have been involved in valuation issues for tax assessment review matters for electric generating plants throughout New York State. These projects have included nuclear, fossil fuel, wind and hydroelectric facilities with values ranging from $1.0 million to $2.5 billion. My efforts have included negotiation of valuation and assessment settlements and payment in lieu of tax (“PILOT”). While litigation has been necessary at times to resolve disputes, such litigation is extremely expensive, and our clients have been better served when we have been able to negotiate multi-year (3–20 years) settlements or PILOT agreements, which stabilize the clients’ tax payments and avoid both current and future litigation risks and costs. Partner Education University of Virginia School of Law, LLB. Amherst College, B.A. Admissions Admitted to practice in New York. Condemnation I have represented entities that are forced to condemn property for public use projects and also property owners whose properties have been condemned, and these types of representation have enabled me to understand the other party’s needs and objectives. For approximately 10 years from the mid-1990s through the mid-2000s, I successfully represented an agency of the State of New York in condemning former industrial properties to make way for high-rise residential development in New York City, and our adversary legal counsel were the leading condemnation counsel in New York City. I have also been involved in various other condemnation cases such as projects involving an airport, a hydroelectric facility, utility companies, highway widenings, creation of a conservation district and a gravel pit. Real estate I also have experience in commercial sales and acquisitions, commercial leasing and zoning. I have considerable experience in land use matters including zoning and land use approval applications including for use and area variances, special permits, interpretations, site plan approval, rezoning of larger parcels and environmental reviews and related litigation. I have been involved in negotiations with municipalities and interested civic groups, utilizing traditional as well as innovative methods such as conditional rezoning and drafting of planned development district regulations. 26 Kathleen Jones Kathleen Jones Paralegal Rochester, NY: 585-263-1380 kjones@nixonpeabody.com Education University of Rochester, Eastman School of Music, M.A. Roberts Wesleyan College, B.A. Kathleen Jones is a real estate paralegal, bringing more than 25 years of experience in commercial lending transactions, including CMBS loans and transactional matters such as commercial acquisitions and sales. Services Real estate I work with educational, health care, charitable nonprofit institutions, for-profit corporations and lending institutions in complex commercial lending, acquisition and sale transactions. Process management In transactions, I work on extensive closing preparation to ensure multiple property, multiparty transactions close smoothly. This work includes procuring and reviewing due diligence, reviewing title and survey, preparing and procuring title curatives, drafting and organizing all documents and tracking and finally closing. 27 Jared C. Lusk Jared C. Lusk Partner Rochester, NY: 585-263-1140 jlusk@nixonpeabody.com Education Syracuse University College of Law, J.D. St. John Fisher College, B.A. Admissions Admitted to practice in New York. Jared Lusk’s primary concentration is real estate development and municipal law, including planning and zoning. Services Land use/development I enjoy representing a wide variety of landowners, developers, municipalities, retailers, public utilities, wind and other energy producers throughout New York State. I help my clients with all types of real estate transactions and help them comply with the New York State Environmental Quality Review Act, the Adirondack Park Agency Act and other applicable land use regulations so that projects receive the municipal approvals necessary to become reality, often in the face of significant opposition from neighbors or local governments. Agribusiness Building on my experience growing up on a small family dairy farm in Upstate New York, I also enjoy working in virtually all aspects of the agribusiness industry, ranging from farm leases to the development and financing of large food processing facilities. Emergency services Through relationships built during my 24-year service as a volunteer firefighter, I’m also proud to represent a number of fire and emergency service providers. 28 Allen A. Lynch, II Allen Lynch leads the Real Estate group’s Seniors Housing and Care team. He represents capital providers and developers in several asset classes and operators of seniors housing and care communities. Services Allen A. Lynch, II New England Boston, MA: 617-345-1235 alynch@nixonpeabody.com For developers of New England properties, I provide site acquisition, entitlement, due diligence, condominium formation and closing services. For domestic and international capital providers, I structure and negotiate joint ventures, conduct legal due diligence, advise on risk mitigation, negotiate and document financings, obtain regulatory approvals and handle acquisitions and dispositions of real property and operating assets throughout the U.S. Recently, I provided many of these services to Archstone in the complex development of Archstone Boston Common, a large mixed-used project and the first of its kind in the city in more than 20 years. For operators, I negotiate and draft contracts and provide day-to-day outside general counsel services. Partner Education Johns Hopkins University, Graduate School of Business, Seniors Housing and Care Certificate Franklin Pierce Law Center, J.D. Hartwick College, B.A. Admissions Admitted to practice in Massachusetts. Multifamily In the multifamily sector, I serve as the lead dispositions and workout counsel to the country’s top asset managers for institutional investors in affordable housing communities selling assets developed under the Section 42 (low-income housing) tax credit program. For Boston Capital, ranked as the largest apartment owner in the U.S., I’ve handled more than 1,000 disposition transactions. In the seniors housing and care space, I have more than 15 years of experience representing parties in transactions and operational engagements ranging from single property matters to several of the most notable transactions in the industry involving publicly traded and privately held clients. Most recently, I led a team that closed a $93 million bond offering for North Hill Communities, Inc., which owns and operates one of the largest and most successful continuing care retirement communities in Boston. Industry leadership My many years of service on the boards of large for-profit and nonprofit seniors housing and care operators, coupled with my active industry involvement and teaching at the Erickson School of Aging Studies, enable me to provide both business insights and legal solutions to my clients. 29 Allen A. Lynch, II Allen A. Lynch, II Representative Experience —Represented the seller in the sale of a 162-unit senior housing complex located in Santa Rosa, California. The complex provides independent and assisted living services to seniors. Nixon Peabody handled complex negotiations on the initial purchase and sale agreement that involved a sale/leaseback structure for California licensing purposes, as well as a sale of the improvements and assignment of the land’s ground lease. —Represented a foreign investor in the sale to other foreign investors of equity interests in a U.S. venture owning several portfolios of regional shopping malls valued at $800M, together with the sale of a $26M unsecured loan to the joint venture, which required resolution of many complex partnership, tax, debt, and restructuring issues. —Counsel to a publicly traded REIT in its acquisition and leasing of a $70M continuing care retirement community. —Serve as outside General Counsel to the largest continuing care retirement community in metropolitan Boston handling its day-to-day legal affairs and mitigating operating risks. —Represent a regional health care lender financing the acquisition, development, and expansion of seniors housing campuses (independent living, assisted living, and continuing care retirement communities) throughout New England. —Counsel to a publicly traded domestic REIT in its acquisition and development of a $140M mixeduse property in Boston involving difficult structuring, permitting, and title issues. —Represented, as Assistant Special Counsel, the Boston City Council in its approval of the development of a $700M convention center. —Represented a foreign investor in two acquisitions and a disposition of a New England seniors housing portfolio valued at $890M, and counseled client on a range of asset management matters throughout the ownership period. — Serve as primary counsel to the largest owner of multi-family units in the U.S. in the workout and disposition of investment interests in projects throughout the country, having closed in excess of 800 transactions. — Counsel to a leading New England based nonprofit owner and provider of seniors housing and care in structuring and executing an expansion strategy focused on development of several new campuses. — Represented a buyer/operator in its acquisition of three skilled nursing facilities, handling complex CHOW matters. — Represented an international investor in the complex workout and sale of real estate holdings throughout the U.S. of $1.3B of multi-family portfolios, requiring coordination with exits from European and Asian holdings. — Counsel to a U.S. developer, owner, and operator of a seniors housing portfolio situated throughout the Northeast in joint venture, development, regulatory, and financing matters. — Represented a leading asset manager in sales of large-scale affordable multi-family apartment complexes throughout the U.S. — Represented the General Partner in the sale of its interests in a five-property multi-family portfolio valued at $81M requiring, in particular, the resolution of debt assumption and guaranty issues. 30 Matthew R. Lynch Matthew R. Lynch Matthew Lynch represents commercial real estate developers and institutional owners of commercial real estate in the development, acquisition, management, leasing and disposition of commercial real estate. Partner Services Boston, MA: 617-345-1212 mrlynch@nixonpeabody.com Today I focus my practice in three main areas, utilizing my more than 20 years of experience to help our clients achieve their business objectives. Education Boston College Law School, J.D., cum laude College of the Holy Cross, B.A., cum laude Admissions Admitted to practice in Massachusetts. Acquisition and disposition of office and mixed use buildings I have represented parties ranging from large institutional owners to family-owned or closely held real estate investment companies buying and selling office and mixed-use buildings. Recently, I represented a large institutional owner in the disposition of a large portfolio of office buildings in Boston to a number of different buyers. Leasing of office space by large national and international corporations I have represented a number of large corporations in leasing new office space in the Greater Boston area. Recently, I represented a large manufacturer of footwear and apparel in the negotiation of a lease for the relocation of its corporate headquarters in Boston’s North Station area. Retail leasing I have represented both landlords and tenants in leasing retail space in shopping centers and mixed use buildings. Recently, I have represented an institutional owner in connection with leasing up a large regional shopping center. 31 A. Darren Miller Darren Miller focuses his practice on real estate construction and development and other transactional matters. He is a member of the firm’s Campus Infrastructure & Community Development team. A. Darren Miller Associate Rochester, NY: 585-263-1353 admiller@nixonpeabody.com Education Syracuse University College of Law, J.D., magna cum laude State University of New York at Binghamton, B.A. Broome Community College, A.A. Admissions Admitted to practice in New York. Services Construction I represent owners, developers and lenders in structuring, negotiating and interpreting EPC, design-build, design and construction contracts for projects ranging from apartment complexes, shops and manufacturing facilities to more specialized institutional buildings such as hospitals, museums and schools. I enjoy just how tangible the work I do is. One of my favorite projects involved representing an international client in the multi-million dollar design and construction of its flagship New York City retail store. In another, I helped a client negotiate the architect and construction contracts for a $13 million museum. Both projects are now complete and can be visited and enjoyed by the public. Commercial real estate In addition to my construction practice, I represent clients in structuring and negotiating a variety of commercial real estate transactions, from acquisitions and sales to leases. Representative Real Estate Matters —Represented various clients in connection with a variety of purchase and sale transactions. —Represented telecommunications client in negotiation and permitting of various telecommunications facility sites. —Represented various clients, as landlords and tenants, in connection with a variety of leasing matters. A. Darren Miller A. Darren Miller Representative Construction Experience —Represented higher education client in negotiation of design-build contract for the design and construction of $13 million student housing facility. —Represented higher education client in negotiation of architect’s and construction agreements for the design and construction of $43 million student housing facility. —Represented client in negotiation of design-build agreement for the design and construction of $15 million food production facility. —Represented client in negotiation of architect’s and construction contracts for the interior renovation of office space. —Represented client in negotiation of architect’s and construction contracts for design and construction of $13 million museum facility. —Represented hospital client in negotiation of construction management for 192,000-square-foot expansion of its health care facilities. —Represented retail client in construction matters connected with the multimillion-dollar design and construction of its flagship New York City store. 32 33 Joann Moolsintong Joann Moolsintong practices in all areas of real estate, including acquisitions and sales of commercial office buildings; complex, multilevel financings; and negotiation of commercial office and retail leases on behalf of both landlords and tenants. Services Acquisitions and Dispositions Joann Moolsintong Associate New York, NY: 212-940-3733 jmoolsintong@nixonpeabody.com Education George Washington Law School, J.D. (with honors) University of Michigan Business School, B.B.A. Admissions Admitted to practice in New York. I handle all aspects of real estate acquisitions, from drafting and negotiating purchase and sale agreements, to performing title review, due diligence and other site acquisition services. Leases Leasing is another focus of my practice. The depth and breadth of our real estate group allow me to get involved with all aspects of commercial leasing. I work with both landlords and tenants to negotiate, draft and amend commercial, retail and industrial leases. Capital markets and real estate finance I counsel lenders, loan servicers and borrowers in the financing of a variety of real estate asset classes, such as retail, office, hotel, industrial and multifamily properties. My finance experience includes all different types of loans, including CMBS, balance sheet, portfolio, construction and asset-based loans. Restructuring and workouts My restructuring and workout experience includes workouts of commercial loans, portfolio and securitized loans, distressed property sales and representation of lenders in debtor-in-possession financing transactions. Representative Transactions —Representation of nonprofit entities in leasing and acquisitions of real estate interests. —Representation of a major developer in the sale, financing, disposition, and leasing of its building in New York City. —Representation of the City University of New York (CUNY) in connection with the acquisition of a portion of a large office building in Queens NY that was converted into a condominium for the relocation of its law school. —Representation of foreign bank in connection with its lease of approximately 135,000 square feet at 7 World Trade Center. Joann Moolsintong Joann Moolsintong Representative Experience Continued: —Representation of an insurance company and a financial institution, as co-lenders, in the origination of the senior mortgage loan portion of a $590 million financing secured by an office/retail condominium property located in New York City. —Representation of a special servicer in connection with the workout of a defaulted $195 million securitized mortgage loan secured by five furniture mart properties located in North Carolina, which included the appointment of a receiver and the subsequent sale of such properties subject to the assumption of such securitized senior loan by the purchaser and the modification thereof. —Representation of a special servicer in the restructuring of a $120.5 million securitized mortgage loan secured by a shopping mall located in Florida, which restructuring was comprised of a bifurcated note structure that included a “Hope Note” and a third party mezzanine loan. 34 35 Christopher Na Christopher Na Associate New York, NY: 212-940-3704 cna@nixonpeabody.com Education Fordham University School of Law, J.D. University of Chicago, B.A. Admissions Admitted to practice in New York. Languages German Mandarin Chinese Christopher Na practices in all areas of real estate. He regularly works with clients to acquire and sell commercial office buildings, finance new developments and negotiate commercial office and retail leases on behalf of both landlords and tenants. Services Market rate and non-market rate development, leasing and dispositions I spend much of my time working with clients on acquiring a variety of real estate interests throughout the U.S. For example, I recently assisted an institution in acquiring a property in which the institution is currently a tenant and handled the lease arrangement between the parties. I also assisted a purchaser in purchasing several portfolios of health care real estate assets and using those assets after the acquisition. Lender side real estate I spend a good deal of time working with lenders on lending opportunities secured by real estate assets. For example, I recently assisted a fund with satisfying the liens held over one of the fund’s members through the use of the member’s real estate assets. I also assisted a lender in discharging a debt owed by a defaulting party through the disposition of the defaulting party’s real estate assets. 36 Gregory R. Nearpass Gregory R. Nearpass Associate Rochester, NY: 585-263-1063 gnearpass@nixonpeabody.com Education Albany Law School of Union University, J.D., magna cum laude Hartwick College, B.A., magna cum laude Admissions Admitted to practice in New York. Greg represents clients in commercial real estate and development-related matters, including purchasing, leasing, financing and land use/zoning issues. His clients include national retailers, developers, financial institutions and municipalities. He regularly appears before municipal planning and zoning boards and represents clients in litigation matters affecting real property, zoning and land use/zoning. Services I focus on providing clients with strategic advice, guidance and support throughout all stages of the real estate and development process— from the beginning stages of property location, acquisition and contract drafting, to the middle stages of securing financing and negotiating loan documents, to the final stages of obtaining land use and development approvals, compliance with applicable land use and zoning laws and construction. Over the past 12 months, I have represented clients and helped to close real estate deals totaling more than $100 million, in projects all across the country: from a mixed-use development on the Baltimore harbor, to the redevelopment of a city block in Newark, New Jersey, to a 180unit apartment complex outside Rochester, New York, to a winery in California. I also represent municipalities on complex real estate, land use and zoning issues. In 2012, I was retained as Special Counsel to a municipality outside of Rochester, New York, regarding a controversial development. I represented the Town at public hearings, drafted resolutions and ensured the Town’s compliance with applicable laws, including its Zoning Ordinance and the New York State Environmental Quality Review Act (“SEQRA”). The Town was sued over the approvals it granted, and I successfully represented the Town in court where the judge upheld the approvals issued by the Town. 37 Dara K. Newman Dara K. Newman Associate Boston, MA: 617-345-1079 dknewman@nixonpeabody.com Education Boston College Law School, J.D., cum laude Haverford College, B.A. Admissions Admitted to practice law in the state of Massachusetts. Dara Newman represents developers, landowners and investors in commercial real estate transactions. Her clients execute transactions ranging from complex tax credit and affordable housing deals, to market-rate housing and permitting and land use matters. Services My interest in real estate development began during my time in college as an urban planning major, and I find it fulfilling to help clients close transactions and to see new buildings constructed. Primarily representing developers, owners and investors, I focus my practice on several aspects of multifamily housing development. Acquisition, financing and development I work with developers and owners on all aspects of acquiring, financing and developing multifamily housing. I recently worked with a developer to recapitalize and rehabilitate a 967-unit affordable apartment complex in Boston, Massachusetts. As another example, I work closely with the country’s largest apartment owner to sell its investments in affordable housing communities financed with low-income housing tax credits (LIHTCs). Land use and permitting Another important part of my practice is land use and permitting work for buildings of all sizes. In one recent project, I helped obtain the needed permits and approvals to construct a market-rate apartment building in the Boston area. 38 Jonathan S. Penna Jonathan S. Penna Jon Penna is a member of Nixon Peabody’s Real Estate practice group and Health Care and Medical Office teams. He represents owners of various asset classes, including multifamily, seniors housing and skilled nursing facilities, office, industrial and utility property. Partner Services Rochester, NY: 585-263-1388 jpenna@nixonpeabody.com Today, I focus my practice in three main areas—acquisition and finance, real property tax and eminent domain. Education State University of New York at Buffalo School of Law, J.D., cum laude State University of New York at Binghamton, B.A., magna cum laude Admissions Admitted to practice in New York. Acquisition and finance I serve as lead counsel in negotiating purchase and sale agreements for various types of property and counsel borrowers in financing their projects. Clients range from a national asset manager that invests primarily in multi-family to family-owned real estate development companies. In the medical space, I advise several operators of skilled nursing facilities in New York, physicians groups and hospitals on transactions involving the acquisition, sale, finance and leasing of real estate. Real property tax On real property tax matters, I advise various owners on tax certiorari and other real property tax matters, including payments-in-lieu of tax agreements and have saved taxpayers hundreds of thousands of dollars in the past 10 years. Eminent domain In eminent domain matters, I primarily represent municipalities, utility companies and other public institutions on various public improvement projects. 39 David Portal David Portal focuses his practice on all aspects of commercial real estate. Much of his work involves helping his clients with strategies and approaches to financing and ownership structures. Services Real estate David Portal Partner I help my clients (which include developers, banks, hospitals, universities and nonprofit organizations) in the acquisition and sale of commercial office and mixed-use buildings; financings, including complex, multilevel financings; negotiation of limited liability operating agreements; and joint ventures. I also work in commercial office and retail leasing, representing both landlords and tenants. New York, NY: 212-940-3008 dportal@nixonpeabody.com New York City Education Fordham University School of Law, J.D., cum laude (Fordham Law Review) University of New York at Queens College, B.A., summa cum laude Admissions Admitted to practice in New York. Much of my work is located within the City. I love New York, its neighborhoods, its people and its architecture. Speaking and public service I frequently lecture and give seminars at various institutions and on behalf of the New York State Bar Association and for the Legal Aid Society on real estate matters. I enjoy the teaching and networking aspects of this part of my work. Representative Experience —Representation of The City University of New York (CUNY) in 2010 in connection with the acquisition of a portion of a large office building in Queens, New York, that was converted into a condominium for the relocation of its law school. The engagement included the overseeing of the conversion of the building into a condominium regime, as well as the negotiation of all of the condominium documents with the only other condo owner, a nationwide recognized bank. Thereafter, in 2012, Mr. Portal represented CUNY in the sale of its headquarters building located at 535 East 80th Street, New York, New York. —Representation of a well-known New York developer in the purchase and finance of a mid-town mixed-use office and retail building. The engagement included negotiating the purchase and sale agreement, reviewing and analyzing the existing space leases, and negotiating all of the loan documents. —Representation of both underwriters of the National Football League’s New York Giants and New York Jets in the new 82,000-seat openair stadium that is to be the home stadium for both teams. 40 David Portal David Portal Representative Experience Continued: —Representation of the New York City Industrial Development Agency in connection with the development, construction, and financing of two new baseball stadiums for Major League Baseball’s New York Mets and New York Yankees. —Representation of JetBlue Airline in the leasing of its Terminal 5 at JFK International Airport in New York. —Representation of JetBlue Airline in its terminal lease in Orlando, Florida. —Representation of various individual and corporate investors and developers in financing of mixeduse commercial and retail buildings in New York City and nationwide. —Representation of Corporate Property Investors for all leasing transactions affecting the General Motors Building, 767 Fifth Avenue, New York City. —Representation of an investment brokerage house in connection with its leasing of approximately 90,000 square feet of commercial space at 360 Madison Avenue in New York City. —Representation of a foreign bank in connection with its leasing of approximately 50,000 square feet of commercial space at 1185 Avenue of Americas in New York City. —Representation of various law firms in connection with their leasing of office space in leases ranging from 10,000 to 100,000 square feet. — Representation of a foreign bank in connection with its lease of approximately 135,000 square feet at 7 World Trade Center. — Representation of a major developer in the sale, financing, disposition, and leasing of buildings in New York City. — Representation of not-for-profit entities in leasing and acquisition of real estate interests. — Representation of landlord in negotiations and successful leasing of an entire floor in a boutique office building in Manhattan to a well-known international fashion retailer. — Representation of purchaser in connection with purchase of mixed-use retail and commercial office building in Midtown Manhattan. Ranked among the 10 largest New York City real estate transactions in the first quarter of 2012. 41 Edward Puerta Ed Puerta represents landlords, tenants, buyers and sellers of commercial, retail and industrial properties around the country and investors and stakeholders in both simple and complex property transactions. Services Acquisitions and dispositions Edward Puerta Associate Jericho, NY: 516-832-7547 epuerta@nixonpeabody.com Education Touro College Jacob D. Fuchsberg Law Center, J.D., summa cum laude State University of New York College at Geneseo, B.A., Admissions Admitted to practice in New York and the Eastern District of New York. I represent purchasers and sellers of real property that include hospitals, international manufacturers and start-up enterprises. In this role, I negotiate agreements and advise clients on federal compliance issues, local building and zoning regulations and financial diligence. Leasing Leasing is another core area of my practice. I work with both landlords and tenants to negotiate, draft and amend commercial, retail and industrial leases. For example, I recently completed negotiations in a lease of more than 300,000 square feet of space between two Fortune 500 companies. I also work extensively with clients on medical and health care leases, which present unique challenges due to governmental regulations and restrictions. Affordable housing My practice also encompasses affordable housing, and I have represented clients in the zoning and financing for a number of affordable housing developments. I am proud to have worked on and closed more than $100 million in projects to create quality affordable housing in urban and suburban areas around the country. This area involves a web of interaction between developer, owner, investor and government before results can be seen. Representative Experience —Closing the acquisition of more than 200 owned and leased medical properties out of an ongoing bankruptcy proceeding. —Advising an institutional real estate investor on leasing, renovation, and compliance issues for a 30+ story Manhattan office tower. —Counseling the largest fresh baked goods provider in the United States on the disposition of underutilized properties and acquisition of new properties. —Negotiating long-term lease agreements on behalf of one of the largest landlord/developers on Long Island. 42 Denise D. Pursley Denise Pursley leads Nixon Peabody’s national Real Estate practice, managing and setting strategy for the group and its industry teams. Denise advises on all aspects of commercial real estate, real estate finance, development, land-use and environmental law. She works with national company owners and operators, institutional investors, pension fund advisors, real estate developers, institutional lenders and investment banks. Services Denise D. Pursley Partner, Real Estate Practice Group Leader Jericho, NY: 516-832-7542 dpursley@nixonpeabody.com Education New York Law School, J.D., magna cum laude (Editor, New York Law School Law Review) University of Florida, B.S. (recipient of Dean’s Cup for Service) Admissions Admitted to practice in the states of New York, New Jersey, and Florida, and before the United States District Courts for the Southern and Eastern Districts of New York, and the District of New Jersey. I focus on real estate acquisitions and dispositions, leasing, development, management and debt and equity financing for all asset classes. The industries with which I work vary from commercial real estate developers to health care facilities to institutional investors to energy providers and telecommunication companies. Typically, the projects on which I work are complex or of strategic importance to our client and may be located anywhere in the country. Acquisition/Disposition/Leasing/M&A I have substantial experience in all facets of acquisition, disposition, leasing and mergers and acquisitions. A hallmark of my practice is to assemble and lead carefully selected teams to undertake sophisticated due diligence projects. For example, I have coordinated the real estate due diligence for the purchase of a national supermarket chain that has over 230 properties under ownership, lease or sublease. Environmental Projects Some of my favorite projects have been working to bring new life to environmentally contaminated properties and brownfields. Adaptive reuse of property can revitalize an entire neighborhood. A typical project would be the sale of a facility that is a federal or state superfund site, inactive hazardous waste site or former industrial facility. Recently, I worked closely with a client’s internal and external team of business, real estate and environmental professionals to negotiate the sale of a former industrial facility for commercial re-use in a downtown area on terms and conditions that satisfied state regulators and allowed the purchaser to achieve its development goals. My combination of real estate and environmental experience makes me the ideal lawyer for these complex projects. Energy Projects I also provide critical advice on real estate and environmental issues associated with electric, gas and renewable energy projects. I’ve represented project developers and equity investors in wind, solar and geothermal energy facilities coast-to-coast. These complex deals involve real estate, environmental, zoning, land use entitlement and governmental permitting and require me to work collaboratively with our multi-disciplinary client teams. 43 Denise D. Pursley Denise D. Pursley (Continued) Representative Experience — Represented Westchester County hospital in the acquisition of a bankrupt hospital consisting of 12 separate parcels located in New York City and Westchester, including all environmental, title and land use due diligence, negotiation of PSA and option to sell back a portion of the property, purchase money financing, and closing of title. —Represent institutional owner for leasing of over 2 million sq. ft. of industrial/warehouse property in New Jersey. — Represented special servicer in connection with distressed and non-performing assets, including loan modifications, sale of loans, and foreclosures. —Represent international bakery company in the restructuring of owned and leased manufacturing, warehouse and distribution facilities in the New York and New Jersey. — Represented utility in negotiation of an underwater high voltage, direct current line and fiber optic cable in Long Island Sound. Represent a U.S. top 50 insurance provider in multi-state leasing and subleasing transactions totaling over 300,000 sq. ft. to date, including over 133,000 sq. ft. in historic New York City building for company’s headquarters. — Represented institutional owner in the sale of a shopping center in Cherry Hill, NJ. — Represented utility company in the sale of a former liquefied natural gas plant on Staten Island for development as a NASCAR race track and shopping center. —Represented purchaser of a $63.5 million midtown Manhattan office building and associated $62 million mortgage loan. — Represented pension fund in the sale of class A office building in Stamford, CT. — Represented natural gas company in real estate and condemnation work in connection with gas pipeline expansion project in NY State. — Represented energy joint venture in connection with local land use and real estate work for a proposed underwater interstate natural gas pipeline intended to serve Long Island, New York City, and Connecticut. — Represented defense contractor in sale of former defense manufacturing facility in New York. — Represented hospital in the lease/build-out of approximately 225,000 sq. ft. of medical office and ambulatory surgery space in a former corporate headquarters/manufacturing building. — Represent private company in the sale of hotel in Islip, New York. —Represent institutional owner of 350,000 sq. ft. midtown Manhattan office building for all leasing, financing, and property management. —Represented private owner in connection with the sale of a prominent Long Island hotel and convention center. —Represented major investment bank in tax equity investment of multi-state wind facilities throughout the West and Midwest. —Represented major investment bank in tax equity investment in a geothermal power facility in Arizona. —Represented pension fund in $62 million acquisition of an office/hotel complex in Basking Ridge, New Jersey. —Represented private utility company in the negotiation of an option agreement for 132 acres in the state of New York for the development of a 1,000 megawatt natural gas-fired electric generation plant. 44 Lenore Y. Reeves Lenore Y. Reeves Paralegal New York, NY: 212-940-3031 lreeves@nixonpeabody.com Education Marymount Manhattan College, BA Lenore Reeves is a paralegal supporting both the Real Estate and Affordable Housing groups. Services I focus on real estate and affordable housing transactions that are typically very complex and multilayered, with many moving parts. I assist with due diligence assignments, including title and survey review and analysis and facilitate closings to ensure our client’s transactions are streamlined and efficient. 45 Arthur J. Rosner Art Rosner represents companies and individuals engaged in real estate development and banks and other financial institutions involved in real estate finance. Services Much of my work includes the acquisition and disposition of real estate investments, commercial leasing of all types of property and the entry into joint forms of ownership to develop, operate and manage real estate investments. Arthur J. Rosner I help clients choose the best real estate investment vehicle for their business goals. I also work on creating special purpose entities and bankruptcy-remote entities designed to meet the requirements in securitized real estate financings. New York, NY: 212-940-3023 arosner@nixonpeabody.com I have extensive experience advising my clients in financing and lending to real estate projects, both debt and equity and buying or selling commercial mortgage loans and loan portfolios. I also help with workouts and restructures of real estate loans, including for special servicers and mortgage loan enforcement and foreclosures. Partner Education Brooklyn Law School, J.D. (managing editor, Brooklyn Law Review) Queens College of the City University of New York, B.A. Admissions Admitted to practice in New York and in the U.S. District Court for the Southern and Eastern Districts of New York. Representative Experience —Represented Water Street Leasehold LLC, an affiliate of The William Kaufman Organization, in connection with the refinancing of 77 Water Street in New York City. Representation involved negotiating a $45 million loan from The AXA Equitable Life Insurance Company, as well as negotiations with The Goldman Sachs Group, Inc. (Goldman Sachs), to which the building is net leased. —Represented the owner of 777 Third Avenue, New York City, in connection with the negotiation of a lease of approximately 240,000 square feet (plus options for additional space) to Avon Products, Inc., the international cosmetics conglomerate. —Represented the New York Economic Development Corporation in connection with the redevelopment of the Battery Maritime Terminal in lower Manhattan, which involved the negotiation of multiple levels of ground and subleases, and recognition and non-disturbance agreements because of the historic rehabilitation tax credit structure of the transaction. Representation also included the negotiation of a junior subleasehold mortgage and pledge of membership interests agreements involving various limited liability companies in the chain of title in the structure, and the review of the senior loan documents which were from an EB-5 lender, as well as an intercreditor agreement between the senior and junior creditors. —Represented the Hunts Point Terminal Produce Cooperative Association (“the Coop”) in negotiating complex documentation with the City of New York, NYCEDC, and others for the redevelopment of the existing market facilities located on 113 acres of land leased to the Coop by the City of New York. Representation included negotiating lease amendments to the existing lease, lease and development term sheets, a new long-term lease with the city, the contracts with the developer, environmental matters, and the financing. Contemplated funding sources for the project included equity, bank loans, and city, state, and federal funding. 46 Kimberly A. Samuels Kimberly A. Samuels Paralegal Rochester, NY: 585-263-1567 ksamuels@nixonpeabody.com Education Rockland Community College, Paralegal Certificate Ivy Mortgage, Princeton, New Jersey, Loan Origination/Underwriting Certificate Kimberly Samuels brings 29 years of real estate paralegal experience to transactions involving cell tower citing, leasing, commercial foreclosures and various commercial and residential transactions. Services Cell tower citing My primary focus lately has centered on the wireless telecommunications industry. Currently, I work with a major cell tower company in acquiring and leasing properties across the U.S. for cell tower placement and the ongoing modifications. This involves working closely with the attorneys within the group as clients and engineers. I enjoy being a key player and using my ability to multitask many projects at any given time. Commercial foreclosures I also assist with commercial foreclosures, working with lenders and title companies to ensure a smooth, timely closing. With my litigation background and organizational skills, I’m able to handle much of the initial drafting of the various pleadings while also preparing all of the necessary real estate documentation. Speaking I have been called upon in the past to speak at various seminars and training sessions on a variety of topics. 47 Paul E. Schrier Paul E. Schrier Partner San Francisco, CA: 415-984-8280 pschrier@nixonpeabody.com Education University of Santa Clara, J.D. Brown University, B.A. Admissions Admitted to practice in the state of California. Paul Schrier is a senior transactional partner and former office managing partner of Nixon Peabody LLP’s San Francisco Office. As the consummate “deal lawyer,” Paul advises clients on significant transactions spanning a diverse array of industries. Services Deal lawyer I do deals. These deals can be a corporate mergers, including cross-border transactions; secured lending and other asset-based financings and sophisticated loan workouts; real estate acquisitions and dispositions of commercial, retail, industrial and hotel properties; and multifamily and commercial development projects, including ground leases and sale-leaseback transactions. Outside general counsel I also serve as outside general counsel for many of my clients. I work with clients to develop strategies for corporate growth, portfolio development and on ways to maximize their returns and minimize their risks. This attention to my clients involves teaming with NP colleagues from all of our offices and practices. 48 Alison Torbitt Alison is in the Energy and Environmental practice group and is also active in the Beverage Alcohol team and Commercial Litigation. She focuses on all things regulatory, from counseling manufacturers on stormwater obligations to assisting contractors with licensing, to helping residential solar companies comply with consumer protection. Services Alison Torbitt I counsel business and industry clients on compliance with federal, state and local environmental and energy laws, as well as negotiating and litigating third-party commercial and civil disputes in state and federal court. Associate Environmental compliance San Francisco, CA: 415-984-8208 atorbitt@nixonpeabody.com With a technical background as an aquatic ecotoxicologist, I have first-hand knowledge of the science and business repercussions for the water, air, hazardous materials and spill response notification laws and regulations. I have provided strategy and advice on how to costeffectively settle the penalties associated with Notices of Violation as well as successfully brought a contaminated site to closure, receiving a No Further Action letter. Education University of Oregon School of Law, Order of the Coif (1st in class) (Editor-in-Chief, Western Environmental Law Update; Associate Editor, Oregon Law Review; Environmental Fellow, Oceans, Coasts, and Watersheds Project; First Place Champion, Oregon Environmental Law Moot Court Competition; Quarterfinalist, National Environmental Law Moot Court Competition) University of California, Santa Barbara, B.S. and B.A., both with High Honors University of Queensland, Australia, Marine biology research program Admissions Alison is admitted to practice in California. Environmental and energy due diligence and transactional assistance I have also assisted with environmental and energy due diligence for the acquisition, leasing and financing of real property, including a particular focus on large traditional and renewable power plants. I am very familiar with environmental enforcement, as well as energy regulatory concerns related to curtailment, utilities and CalISO and help to assure that my clients are adequately informed and protected of the risks associated with the transaction. Responding to multiple client requests, I have also developed significant experience in consumer protection requirements for the residential solar sector, helping to negotiate a middle ground that is both financially beneficial and consumerfriendly. Beverage and alcohol I have counseled wineries and breweries with their licensing, distributing and packaging questions, including step-by-step assistance obtaining licensing from the California ABC. I also assist production facilities with compliance with the environmental laws, regulations and guidance, including stormwater, wastewater, hazardous materials handling and disposal and spill response notification requirements. Commercial litigation I have experience in federal and state court, settlement conferences with administrative bodies and commercial arbitration and mediation, assisting business and industry clients to find cost-effective and efficient means to settle both regulatory and civil disputes. 49 Justine E. Wilcox Justine E. Wilcox Partner Tina Wilcox concentrates her practice on “dirt” law and real estate finance. Her focus is both in guiding clients through the transaction— including purchase, sale, leasing and financing of real property and land—and developing both an exit strategy and identifying business issues that may arise during ownership or leasing that would affect clients. Washington, DC: 202-585-8745 jwilcox@nixonpeabody.com Services Education Suffolk University Law School, J.D. Goucher College, B.A. Admissions Admitted to practice in the District of Columbia and the commonwealth of Massachusetts. My practice is transactional in nature and because of my years of experience I not only deal with “customary and traditional” transactions, but also those which are both sophisticated and complex. These means I have managed transactions that are simple purchase and sale transactions as well as portfolio transactions and have worked with layering of financings. The assets that are included in those transactions range from apartment complexes to shopping malls to golf courses to warehouses. These transactions frequently have ground leasing, mezzanine or other investor financings. I also have extensive experience in the sale or purchase of mortgage loans and structured financings associated with those transactions as well as the more traditional origination of mortgage debt, equity financing and assumptions and servicing of mortgage loans. Leasing and subleasing also are part of my customary portfolio of ongoing matters. Included within my practice are those transactions that have layers of issues where I can bring my experience and add to the mix by folding in those experts in the firm’s Affordable Housing and Tax Credit Finance and Syndication groups, among others. 50 Jeffrey G. Wright Jeffrey G. Wright Jeff Wright represents educational institutions, health care organizations, developers, underwriters and credit providers in the planning, development and financing of nonprofit educational and health care facilities. Rochester, NY: 585-263-1323 Services Senior Counsel Education Cornell Law School, J.D. Harvard University, B.A. Leveraging more than 30 years of experience, I assist clients in structuring complex transactions to achieve their business goals with maximum efficiency and at minimum cost. Admissions Admitted to practice in New York. I represent colleges and universities and hospitals and other health care organizations in New York State, helping them to finance capital projects. Usually, these financings utilize tax-exempt bonds and, in the case of health care organizations, FHA insurance. I have also assisted many of these clients in refinancing existing indebtedness, reducing debt service payments and removing financial covenants. Financing for Educational Institutions and Health Care Organizations Student Housing Development and Financing I also work with both public and private colleges in several states to plan, develop and finance the acquisition or new construction of both onand off-campus student housing facilities. These projects employ a variety of ownership and financing structures, often including joint ventures with for-profit developers. To the extent necessary, I coordinate the services of other firm attorneys with experience in nonprofit corporate law, design and construction, zoning and land use, environmental law, tax law and public finance. Resume Bios 52 Bruce j. baker Experience Bruce J. Baker Partner 1300 Clinton Square Rochester, NY 14604 bbaker@nixonpeabody.com 585-263-1232 Services Business Real Estate Litigation and Construction Financial Institutions Education Harvard Law School, J.D. University of Pennsylvania, B.A. Admissions Admitted to practice in New York and the United States District Courts for the Southern, Eastern and Western Districts of New York. Bruce Baker is a member of the firm’s Real Estate group and its Construction law team, which represents clients in all aspects of construction law. He is heavily involved in the firm’s construction contract negotiating, drafting, and counseling practice and has, over the past two decades, drafted numerous agreements on behalf of owners with architects, consultants, construction managers, design/builders and general contractors. He has extensive experience in drafting and negotiation of design/build, EPC and other hybrid agreements and counseling on construction contracting alternatives. Mr. Baker has experience in the financing and construction of large-scale energy, transportation, manufacturing and health care facilities and similar projects, as well as mixed-use residential and retail complexes. He currently co-leads the Real Estate group’s Campus Infrastructure and Community Development team, where he represents developers and higher education institutions in real estate matters involving student housing facilities. He counsels clients on the application of public bidding requirements to various types of projects and the requirements for professional licensing of architects, engineers and design/builders. He is also active in claims consulting and the negotiation and resolution of disputes involving owners, contractors, construction managers, design professionals and sureties. Over the past several years, Mr. Baker has been involved in the construction aspects of the financing of new major league baseball stadiums in the New York City region for the Yankees, the Mets, and the Jets/Giants and was involved in the Barclays Center arena financing in Brooklyn. He has represented major U.S. corporations in negotiating EPC/design/build contracts for sophisticated manufacturing and materials-handling complexes, airport terminals and office buildings, and is currently representing an investor-owned utility in the deconstruction of several decommissioned power plants. He has also been involved in performing risk analyses of concession agreements for toll road projects on behalf of developers and lenders. From 1983 to 1985, Mr. Baker was a senior attorney, Corporate and Litigation, with the General Counsel’s Office of the United States Synthetic Fuels Corporation in Washington, DC. Bruce j. baker Bruce j. baker (continued) Affiliations Mr. Baker currently serves on the Board of Trustees for the Rochester Museum and Science Center. Additionally, Mr. Baker is a member of the Monroe County, New York State and American Bar Associations, including the Construction Industry Forum. He is a past Chairman of the Business Law Section of the Monroe County Bar Association, a past chairman of the Business Law Section of the New York State Bar Association and a past chairman of that Section’s Banking Law Committee. He speaks and writes regularly on banking and construction law issues and has guest-lectured at programs sponsored by the Independent Bankers Association of New York, the New York Bankers Association, the Institute for Professional Development and the New York State and Monroe County Bar Associations. His articles have appeared in The New York Law Journal, the Rochester Business Journal, and other publications. 53 Lori A. Bowman 54 Experience Lori A. Bowman Lori A. Bowman focuses her practice on all aspects of commercial real estate, representing lenders, owners, investors and developers in the acquisition, sale, leasing, financing and development of commercial real estate, with a particular emphasis on lending and leasing. 1300 Clinton Square Rochester, NY 14604 lbowman@nixonpeabody.com 585-263-1638 Lori’s experience includes the financing of a broad range of real estate projects, including office buildings, apartment and condominium projects, hotels, manufacturing facilities and health care facilities. She represents landlords and tenants in commercial leasing transactions throughout the country related to medical office space, general office space, industrial and manufacturing facilities and retail space. Services Capital Markets & Real Estate Finance Distressed Debt & Real Estate Workouts Leasing Real Estate and Community Development In addition to her real estate finance and leasing experience, Lori has handled complex multi-site acquisition and sale projects, as well as counseled clients in all types of real estate disputes. She has also assisted clients with workouts and restructuring of debt transactions. Counsel Education University at Buffalo, School of Law, J.D. State University of New York at Geneseo, B.S. Admissions Admitted to practice in New York. Affiliations Ms. Bowman is a member of the New York State and Monroe County bar associations. She is also a member of the Greater Rochester Association for Women Attorneys. Publications —“Gov. Andrew Cuomo Unveils Major Economic Development Initiative Offering Tax Benefits to Businesses Operating On or Near Select College and University Campuses,” Nixon Peabody New York Law Alert, June 2013. 55 Robert W. Burgdorf Experience Mr. Burgdorf’s practice concentrates on all aspects of real estate law, with primary focus on land use planning and zoning, public utility siting, resort development, wind energy development, landlord/tenant matters and real estate-related litigation. He also provides general representation for colleges and universities. Robert W. Burgdorf Partner 1300 Clinton Square Rochester, NY 14604 rburgdorf@nixonpeabody.com 585-263-1333 Services Real Estate & Community Development Higher Education Education Cornell University Law School, J.D., cum laude St. John Fisher College, B.A., magna cum laude Admissions Admitted to practice in New York. Representation Experience —Mr. Burgdorf has represented Verizon Wireless and other wireless communication companies since the late 1980s, including: — Helping those companies secure land use approvals for more than 1,000 sites throughout New York State for wireless telephone transmitting facilities. — Creating law in New York that cellular telephone companies are to be treated as public utilities for zoning purposes. — Dozens of successful lawsuits against municipalities who have denied siting applications. — Recently successfully challenged a municipality in one of the first cases in the United States in connection with the FCC’s “shot clock” regulations. —Mr. Burgdorf also specializes in higher education law representing colleges and universities, including acting as college counsel and providing general representation for a major four-year liberal arts college in Upstate New York. —He has successfully permitted utility scale wind energy projects in New York State, as well as successfully challenged the denial by municipalities seeking to prohibit these projects. —Developed and represents the leading national not-for-profit trade group for the resort membership industry. —On behalf of a nationwide consortium of outdoor resorts, has developed and represents a national network of 70 outdoor membership resorts. —He is experienced in various aspects of project development and permitting, as well as real estate litigation, particularly matters related to zoning and Article 78 proceedings. 56 Robert W. Burgdorf Robert W. Burgdorf (Continued) Experience (continued) Publications Before joining the firm, Mr. Burgdorf worked for the U.S. Attorney’s Office and clerked for the Department of Justice. —“Siting Wind Farms in New York: Applicability of the Relaxed Public Utility Standards,” New York Zoning Law and Practice Report. (Co-author) Affiliations Pro Bono Activities Monroe County Bar Association and New York State Bar Association. Currently assisting in development of local Hospice Care Facility. 57 Dana K. Campbell Dana K. Campbell Associate 1100 Clinton Square Rochester, NY 14604 dcampbell@nixonpeabody.com 585-263-1672 Services Real Estate Education SUNY Buffalo, J.D. University of Cincinnati, B.A., magna cum laude Admissions Admitted to practice in New York. Experience Ms. Campbell concentrates her practice in the area of real estate. She practices primarily in matters relating to zoning and land use development. Previously, Ms. Campbell clerked for the Honorable Michael A. Telesca, district court judge for the Western District of New York. Affiliation Ms. Campbell is a member of the American, New York State and the Monroe County bar associations. 58 Ethan J. Ceplikas Experience Ethan J. Ceplikas Associate 100 Summer Street Boston, MA 02110 eceplikas@nixonpeabody.com 617-345-1173 Ethan J. Ceplikas focuses his practice on all aspects of commercial real estate transactions, with an emphasis on representing clients in various facets of zoning and permitting of development projects. In addition, Mr. Ceplikas counsels owners and developers of affordable housing regarding acquisition, disposition and management of their assets, including assets developed pursuant to Section 42 of the Internal Revenue Code. Mr. Ceplikas regularly advises these clients on Massachusetts’ recently enacted Act Preserving Publicly Assisted Housing, commonly referred to as Chapter 40T. Mr. Ceplikas also maintains an active practice advising and representing retail, restaurant and other property owners before several City of Boston and Commonwealth of Massachusetts agencies, including the City of Boston Public Improvement Commission and the Commonwealth of Massachusetts Alcoholic Beverages Control Commission. While in law school Mr. Ceplikas was a member of the Loyola University Chicago International Law Review, served as vicepresident of the Loyola Business Law Society and worked as a judicial extern for the Honorable Ronald Bartkowitz of the Circuit Court of Cook County, Illinois. Mr. Ceplikas was also a summer associate at Nixon Peabody in 2008. Services Real Estate & Community Development Prior to law school, Mr. Ceplikas worked as a senior associate within the Advisory Practice at PricewaterhouseCoopers LLP and was a member of the Financial Management Program at General Electric Corporation. Education Loyola University Chicago School of Law, J.D., cum laude Babson College, B.S., magna cum laude Representative Work Admissions Admitted to practice in Massachusetts. —Represented the Boston Tea Party Ships & Museum with development, permitting, and financing for its new $28 million museum. —Assisted developer with title analysis and financing of $33 million senior housing complex in Boston’s Chinatown neighborhood. —Advised client on zoning and permitting issues related to development of senior housing development in the former South Weymouth Naval Air Station. —Served as counsel to the Massachusetts House of Representatives during 2011 voting redistricting. —Assist the nation’s largest affordable housing owner with the disposition of properties developed under Section 42 of the Internal Revenue Code. 59 Ashley E. Champion Ashley E. Champion Associate 1300 Clinton Square Rochester, NY 14604 abaker@nixonpeabody.com 585-263-1361 Services Real Estate Education Albany Law School of Union University, J.D., cum laude Niagara University, Political Science, B.A., magna cum laude Admissions Admitted to practice in the state of New York. Experience Ashley Champion focuses her practice on all aspects of commercial real estate transactions. Her experience includes representation of owners, investors and developers in their acquisitions, sales, leasing, financing and development of commercial real estate. She also represents private sector clients before municipal boards in zoning and land use matters; representing municipalities, utility companies and wind developers in the acquisition of real property interests; and representing commercial and institutional clients in a variety of real estate transactions. In this capacity she is experienced at drafting and negotiating purchase and sale agreements, leases and loan documents, as well as analyzing and resolving title and zoning issues. She also represents clients in various aspects of zoning and permitting of development projects. Affiliations Ms. Champion is a member of the New York State Bar Association, the Monroe County Bar Association and the Greater Rochester Association for Women Attorneys. She is also a member of Albany Law School’s honorary scholarship group, The Justinian Society. 60 Colette A. Dafoe Experience Colette A. Dafoe focuses her practice on all aspects of commercial real estate transactions, representing owners, investors and developers in acquisitions, sales, leasing, financing and development of commercial real estate. Her practice involves drafting and negotiating purchase and sale agreements, leases, and loan documents and performing due diligence and other site acquisition services. Colette A. Dafoe Partner 401 Ninth Street NW Suite 900 Washington, DC 20004cdafoe@nixonpeabody.com 202-585-8393 Services Real Estate & Community Development Additionally, Colette works on multifamily housing matters, particularly with respect to the senior housing and care industry. She represents clients in transactions ranging from single property matters to several of the most notable transactions in the industry involving publicly traded and privately held clients. Her clients include investors, financiers, purchasers, and providers and sellers of multifamily apartments, active adult communities, assisted living facilities, nursing homes and CCRCs. Colette’s restructuring and workout experience includes workouts of commercial loans, portfolio and securitized loans, distressed property sales and representation of lenders in debtor-in-possession financing transactions. Colette was recognized by Chambers USA: America’s Leading Lawyers for Business in 2012 and 2013 in the area of Real Estate Law. She has also been recognized as a “Rising Star” by Law & Politics Media, Inc. based on a peer review survey of attorneys in Massachusetts. Education Northeastern University School of Law, J.D. Tufts University School of Medicine, M.P.H. St. Lawrence University, B.S., summa cum laude Representative Experience Admissions Admitted to practice in Massachusetts and the District of Columbia. —Represent a regional health care lender financing the acquisition, development, and expansion of seniors housing campuses (independent living, assisted living and continuing care retirement communities) throughout New England. —Serve as outside General Counsel to the largest continuing care retirement community in metropolitan Boston handling its dayto-day legal affairs and mitigating operating risks. —Represented a foreign investor in two acquisitions and a disposition of a New England seniors housing portfolio valued at $890 million, and counseled client on a range of asset management matters throughout the ownership period. —Represented the special servicer in the workout of an approximately $100 million loan portfolio. —Represented the special servicer in the sale of multiple REO hotel properties located throughout the mid-Atlantic and northeastern United States. 61 John F. D’Amanda Experience John F. D’Amanda Counsel 1300 Clinton Square Rochester, NY 14604 jdamanda@nixonpeabody.com 585-263-102 Services Real Estate Education Whittier College School of Law, J.D. Washington College, B.A. Manchester College of Oxford University Admissions Admitted to practice in the state of New York. John D’Amanda focuses his practice on commercial real estate, and has extensive experience in complex transactional work, such as acquisition work for REITs, and the acquisition and sale of office parks, retail establishments and commercial properties for developers. John has a wide range of experience representing both landlords and tenants in the leasing of office, industrial and manufacturing properties. Development is a core part of his practice, having successfully represented developers of HUD financed assisted and senior living projects, residential and office condominium projects, and projects involving economic development incentives such as municipal grants, tax credits and public finance (including work with IDAs and PILOT agreements). John works on behalf of numerous lenders, and in particular with lending secured by real estate mortgages or deeds of trust. His expertise in secured lending includes foreclosures and workouts for commercial banks, as well as for special servicers in the foreclosure, modification and restructuring of commercial mortgage backed securities (CMBS). John frequently integrates his practice with other departments at Nixon Peabody LLP, working closely with practice groups for Affordable Housing, Health Care, Zoning, Litigation, Public Finance, Environmental, Global Finance and Construction. His long time commitment to individuals and small enterprises, which John critically maintains in addition to his relationship with commercial clients, has led to several other focus areas, including, succession planning for families with land holdings, historical preservation law and work for not-for-profits. Based on the results of a peer-review survey, John has been recognized in 2011 by New York Super Lawyers magazine for his work in Real Estate law. John F. D’Amanda John F. D’Amanda (Continued) Affiliations John is a member of the New York State Bar Association, the Monroe County Bar Association and the American Bar Association. He has served or currently serves on numerous boards including EquiCenter, Inc., Rochester School for the Deaf, Landmark Society of Western New York, The Harley School, Rochester Downtown Development Corporation and Rochester Home Builders Association. Additionally, he served on the George Eastman House Endowment Committee, the Memorial Art Gallery Averill Council and was district commissioner of the Pultneyville Fire District. He is a trustee and president-elect of the Upstate Chapter of NAIOP, a national trade organization for commercial real estate. 62 63 Lawrence S. DiCara, P.C. Experience Lawrence S. DiCara practices real estate and administrative law. He has taught at Harvard, Boston University and the University of Massachusetts. Lawrence S. DiCara, P.C. Partner 100 Summer Street Boston, MA 02110-1832 ldicara@nixonpeabody.com 617-345-1210 Services Real Estate Government Relations Education University of Massachusetts, L.L.D. (Hon.) JFK School of Government, Harvard University, M.P.A. Suffolk University Law School, J.D. Harvard College, A.B. Admissions Admitted to practice before the District Court of Massachusetts, the Court of Appeals for the 1st Circuit, and the U.S. Supreme Court. Mr. DiCara has been intimately involved with the development process in Boston for over thirty years, and he has been named Special Counsel to the Massachusetts House of Representatives with respect to redistricting on several occasions. He has represented owners and developers before the Boston Redevelopment Authority and most every other city and state agency. Mr. DiCara has extensive experience counseling clients on legislative matters at the federal and state levels. He travels to Washington, DC frequently to represent clients. Mr. DiCara has been selected by his peers for inclusion in The Best Lawyers in America 2012 and 2013, recognized in the area of Real Estate Law. Inclusion in Best Lawyers is based on a peer-review survey. He has also been recognized as a “Massachusetts Super Lawyer” in Real Estate based on a peer-review survey by Thomson Reuters (2004-2012). Hamilton Books recently published Mr. DiCara’s memoir, Turmoil and Transition in Boston. Affiliations Mr. DiCara is a former member and president of the Boston City Council and has served as a member of the Democratic State Committee for over 40 years. He serves as a Director and Chairman of the Audit Committee of the Harvard Cooperative Society, and an Overseer of The Children’s Museum. He is Chairman of the Audit Committee of the City of Boston and is active in many other civic and charitable endeavors. For over forty years, he has taught government at Massachusetts Boys State/Girls State. Mr. DiCara has served as Treasurer of the Boston Bar Association and a member of its Council and chairs its Legislative Steering Committee. He is former President of the Boston Latin School Association, the Greater Boston Council, Boy Scouts of America and the Boston Theatre District Association, former Chairman of The Boston Municipal Research Bureau, former Chairman of A Better City and a former Trustee of the University of Massachusetts. In recent years, he has received the Judge Learned Hand Award from the AJC, the Father of the Year Award from the ADA, and a Lifetime Achievement Award from the Massachusetts Boys State/Girls State Foundation. 64 Thomas F. Diorio Thomas F. Diorio Experience 437 Madison Avenue New York, NY 10022 tdiorio@nixonpeabody.com 212-940-3145 Thomas Diorio’s practice focuses on representing institutional clients, small and mid-sized ventures and entrepreneurial individuals in the financing, acquisition, sale, leasing and development of a full range of real estate assets including office buildings and parks, apartment buildings and complexes, retail facilities, historic tax credit properties, hotels, warehouses, restaurants, mixed-use developments, residential subdivisions, solar rooftop facilities, biomass energy plants, landfill gas-toenergy plants, waste-to-energy plants and ports. Tom also has extensive experience with workouts of troubled loans and development projects for lenders, owners and developers. Counsel Services Real Estate Development Real Estate Acquisitions and Dispositions Energy Project Finance Education University of Florida, J.D. Villanova University; Florida State University, B.A. Admissions Admitted to practice in New York, Connecticut and Florida. With the continued expansion of renewable energy project development, Tom has spent a considerable amount of time providing real estate support to the acquisition, sale, financing and development of energy projects. Tom has received an AV rating (Florida) from Martindale-Hubbell®, its highest peer review rating for both legal ability and general ethical standards. 65 Dino fazlibegu Experience Dino fazlibegu Partner 437 Madison Avenue New York, NY 10022 dfazlibegu@nixonpeabody.com 212-940-3120 Services Capital Markets & Real Estate Finance Distressed Debt & Real Estate Workouts Real Estate Acquisitions & Dispositions Education New York Law School, J.D., magna cum laude, New York Law School Law Review Monmouth University, M.B.A. Polytechnic Institute of New York University, B.S.E.E. Admissions Admitted to practice in New York. Dino Fazlibegu represents investment banks, insurance companies, commercial banks, hedge funds and other financial institutions in complex structured real estate finance transactions, including mortgage loans included in securitizations, mezzanine loans, construction loans and bridge loans. Dino’s experience is comprised of all types of real estate including hotels, retail, office, multi-family, industrial, manufactured housing and golf course properties in transactions ranging from highlystructured, single-asset financings to portfolio transactions involving multiple lenders and hundreds of properties located throughout the United States. Dino has also handled numerous workouts and restructurings of secured debt transactions and has extensive experience in the purchase and sale of performing and non-performing debt in the secondary market and the negotiation of complex co-lender, participation and intercreditor agreements. In addition to his real estate finance experience, Dino has represented clients in acquisitions and dispositions of real estate, and in the issuance of debt through the use of trust preferred securities and subordinated unsecured note structures. He has also assisted clients with the subsequent workouts and restructuring of such debt transactions. Representative Experience —Represented an investment bank and a REIT, as co-lenders, in the origination of an aggregate $1,069,000,000 mortgage loan implementing an A/B note structure in financing the acquisition of a portfolio of 289 multifamily properties in 10 states and the subsequent refinancing of such loan. —Represented an investment bank in the origination of an $805 million loan allocated between a mortgage loan and several layers of mezzanine loans for the acquisition, redevelopment and condominium conversion of an office building in New York City. —Represented an insurance company and a financial institution, as co-lenders, in the origination of the senior mortgage loan portion of a $590 million financing secured by an office/retail condominium property located in New York City. —Represented an investment bank in the origination of a $500 million mortgage loan which was structured as a component note and secured by the Westchester Mall located in Westchester, New York. 66 Dino fazlibegu Dino fazlibegu (Continued) Representative Experience (continued) Affiliations —Represented an investment bank in the origination of a $247.2 million loan secured by six ground leased hotel properties located in various states, which loan was comprised of a mortgage loan and a mezzanine loan. Dino is a member of the Real Property Law Section of the New York State Bar Association. —Represented a special servicer in connection with the workout of a defaulted $195 million securitized mortgage loan secured by five furniture mart properties located in North Carolina, which included the appointment of a receiver and the subsequent sale of such properties subject to the assumption of such securitized senior loan by the purchaser and the modification thereof. —Represented a special servicer in the restructuring of a $120.5 million securitized mortgage loan secured by a shopping mall located in Florida, which restructuring was comprised of a bifurcated note structure, that included a “Hope Note” and a third party mezzanine loan. —Represented financial institutions and hedge funds in numerous trust preferred securities transactions and other unsecured subordinated debt transactions ranging from $25 million to $200 million to public and private companies, home builders, REITs and other institutional borrowers and the subsequent restructuring of many such transactions. —Represented an insurance company in the establishment of a $50 million revolving mezzanine credit facility for the acquisition and development of multifamily and student living rental properties and undeveloped land parcels, which credit facility was comprised of individual first mezzanine loans and individual junior mezzanine loans and the subsequent workout thereof. 67 Mahmood R. Firouzbakht Mahmood R. Firouzbakht Associate 100 Summer Street Boston, MA 02110 mfirouzbakht@nixonpeabody.com 617-345-1228 Services Real Estate Education Northeastern University School of Law, J.D. Harvard University, B.A. Admissions Admitted to practice in Massachusetts. Experience Mahmood R. Firouzbakht focuses his practice on all aspect of commercial real estate transactions, representing owners, investors, and developers in their acquisition, sales, leasing, financing, management and development of commercial real estate. Mr. Firouzbakht’s practice involves drafting and negotiating purchase and sale agreements, leases and loan documents as well as analyzing and resolving title and zoning issues. Mr. Firouzbakht also represents clients in various aspects of zoning and permitting of development projects. Prior to joining Nixon Peabody, Mr. Firouzbakht was an intern with Commonwealth of Massachusetts Division of Capital Asset Management, Robinson and Cole LLP and the United States Attorney’s Office for the District of Massachusetts. Affiliations Mr. Firouzbakht is an associate member of the City of Cambridge Board of Zoning Appeal, a member of the National Association of Industrial and Office Properties and a member of the Urban Land Institute. He is also a member of the Boston Bar Association and Real Estate Bar Association. 68 Brian G. Flanagan Brian G. Flanagan Experience 1100 Clinton Square Rochester, NY 14604 bflanagan@nixonpeabody.com 585-263-1313 Brian Flanagan concentrates his practice in both real estate development and real estate litigation, including commercial foreclosures, condemnation and tax assessment review. He also regularly represents developers and owners in commercial acquisitions and sales. Such experience includes development of energy projects, revitalization of “brownfield” properties and significant condominium and cooperative conversions, including senior living communities. Services Real Estate Mr. Flanagan has lectured on various commercial real estate topics for both the New York State Bar Association and the Monroe County Bar Association. Education University of Chicago, J.D. Syracuse University, B.A., summa cum laude Mr. Flanagan recently was the Department Head for the firm’s Real Estate Department and currently serves as the firm’s Operations Partner and is a member of the firm’s Management Committee and Compensation Committee. Partner Admissions Admitted to practice in New York. Affiliations New York State (Committee on Condominiums and Cooperatives) and Monroe County (former Chair, Real Estate Council) Bar Associations; Institute for Professionals in Taxation. 69 Christopher R. Froeb Experience Christopher R. Froeb focuses his practice on all aspects of commercial real estate transactions, representing owners, investors and developers in their acquisitions, sales, leasing, financing and development of commercial real estate. His practice involves drafting and negotiating purchase and sale agreements, leases and loan documents, as well as analyzing and resolving title and zoning issues. Christopher R. Froeb Additionally, Chris works extensively on market rate and affordable multifamily housing matters. He has represented owners, developers and investors of multifamily apartments throughout the country. 100 Summer Street Boston, MA 02110 cfroeb@nixonpeabody.com 617-345-1137 Chris’s restructuring and workout experience includes workouts of commercial loans, portfolio and securitized loans, distressed property sales and representation of lenders in debtor-in-possession financing transactions. In addition, Chris has represented several clients in the acquisition and sale of promissory note portfolios. Services Real Estate Chris was recognized as a 2012 “Rising Star” by Massachusetts Super Lawyers magazine. Associate Education Suffolk University School of Law, J.D., cum laude Boston College, BA. Admissions Admitted to practice in Massachusetts and New York. Chris is currently the co-chair of the Real Estate Finance Committee for the Boston Bar Association. Representative Experience —Several owners/developers in the acquisition, financing and rehabilitation of a number of existing multifamily affordable housing developments. —A purchaser in the acquisition and development of a 10-property portfolio of multifamily affordable housing developments around Massachusetts, which equaled the acquisition of more than 1,000 units of housing. —A purchaser in the acquisition and development of a 4-property portfolio of multifamily affordable housing developments around Massachusetts, which equaled the acquisition of approximately 300 units of housing. —A purchaser of a site formerly containing a salt manufacturer in Wilmington, Massachusetts, to be developed into a multifamily housing complex pursuant to a M.G.L. Chapter 40B Comprehensive Permit. —The seller of a portfolio of market rate apartment buildings in Cambridge, Massachusetts, and Arlington, Massachusetts, which equaled the sale of approximately 400 units of housing. 70 John R. Garibaldi Experience John R. Garibaldi John Garibaldi is a member of the firm’s Real Estate & Community Development practice group. He provides valuable counsel to clients in their acquisitions, sales, leasing, financing and development of a wide variety of commercial real estate. One Embarcadero Center | Suite 1800 San Francisco, CA 94111 jgaribaldi@nixonpeabody.com 415-984-8209 John’s work encompasses several asset classes, including retail, office, hospitality, industrial and multifamily. He serves as counsel for lenders, loan servicers, owners, investors, syndicators, developers and management companies, and concentrates in all phases of real estate practice. Associate Services Capital Markets & Real Estate Finance Distressed Debt & Real Estate Workouts Leasing Real Estate & Community Development Real Estate Acquisitions & Dispositions Senior Housing & Care Education University of California, Hastings College of the Law, J.D. University of California Los Angeles, B.A., cum laude Admissions Admitted to practice in California. In response to recent conditions in the commercial lending markets, John’s practice has focused on loan restructuring and workouts. He has advised lenders, servicers and borrowers with regard to commercial non-performing loans, portfolio and securitized loans, forbearance agreements, receiverships, deed-in-lieu transactions and distressed property sales. Additionally, John advises on multifamily housing developments that generate low-income housing tax credits and on deals involving senior housing and assisted living facilities. John has been recognized in the 2013 edition of The Legal 500: USA as a Leading Lawyer in the area of Real Estate. Prior to joining Nixon Peabody, John was a judicial extern with the Honorable John S.W. Lim in the Hawaii Intermediate Court of Appeals. While in law school, John served on the Hastings Moot Court Board and won a number of moot court brief and oral awards, most notably a national championship in the Jerome Prince Moot Court Competition. 71 John R. Garibaldi John R. Garibaldi (Continued) Representative Experience —Counsel to lender and special servicer on a $130 million multiple tranche securitized loan secured by a 16 building multifamily property portfolio. John conducted workout negotiations with counsel for borrower, guarantors and the junior lenders and advised the client through a receivership, borrower bankruptcy and non-judicial foreclosure. —Represented the seller in the sale of a 162-unit senior housing complex located in Santa Rosa, California. The complex provides independent and assisted living services to seniors. Nixon Peabody handled complex negotiations on the initial purchase and sale agreement that involved a sale/leaseback structure for California licensing purposes, as well as a sale of the improvements and assignment of the land’s ground lease. —Advised owner on the sale of a high profile resort and country club located in northern California. John negotiated purchase agreement and management transition documents, resolved complex title and survey matters and assisted with liquor license issues. —Advised an international client in the workout of their commercial lease portfolio. John negotiated with a number of different landlords to successfully modify the terms of the client’s retail leases. — Advised owner on the sale of a high profile resort and country club located in northern California. John negotiated purchase agreement and management transition documents, resolved complex title and survey matters and assisted with liquor license issues. — Advised an international client in the workout of their commercial lease portfolio. John negotiated with a number of different landlords to successfully modify the terms of the client’s retail leases. — Counsel to lender and special servicer in the workout and modification of a $186 million securitized loan secured by a 5-star resort and spa located in Southern California. — Advised investors and limited partners through a debt and equity restructuring of a national multi-property low-income housing tax credit portfolio. — Counsel to developer in the purchase of a distressed loan secured by a large scale development project located in Northern California. John assisted with the due diligence and purchase of the distressed loan and advised the client throughout the foreclosure process in their negotiations with borrower, guarantors and various public agencies. 72 Andrew I. Glincher Experience Andrew Glincher is the Managing Partner and CEO of Nixon Peabody LLP. Andrew I. Glincher CEO and Managing Partner 100 Summer Street Boston, MA 02110 aglincher@nixonpeabody.com 617-345-1222 Services Real Estate & Community Development Education Northeastern University School of Law, J.D. Boston College (Carroll School of Management), B.S., Finance, cum laude Admissions Admitted to practice in Massachusetts. Mr. Glincher has focused his practice on the representation of institutional and individual owners, developers and managers of real estate; business owners; professionals and professional service firms; institutional lenders in financing, loan recovery and restructuring; and various parties in the negotiation and resolution of business and real estate disputes. Mr. Glincher is nationally known for his consensus-building approach, problem-solving techniques and negotiation skills, including his ability to structure successful and creative resolutions to disputes of all types. Over his decades-long career, Mr. Glincher has represented developers and owners of retail centers, hotels, office and industrial buildings and parks, utilities, restaurants, residential subdivisions, apartment complexes, assisted living, low-income housing complexes, long-term care facilities and condominium projects, both locally and nationally. Examples of recent representations include: — Ongoing representation of CWCapital Asset Management LLC in its capacity as special servicer in the negotiations with numerous borrowers throughout the country with regards to curing defaults, lenders’ aquiring mortgaged properties, and (other engagements). — Ongoing representation of Archon Group L.P. (Goldman Sachs & Company) in the due diligence, acquisition and development of prominent office properties throughout the U.S. — Representation of Waterstone Retail Development in the acquisition and development of 17 shopping center portfolios throughout the U.S., including the acquisition and development of raw land to be redeveloped into shopping centers. — Representation of Target Corporation in the acquisition, development and ground and space leasing of multiple stores. For his work, Chambers USA: America’s Leading Lawyers for Business recognized Mr. Glincher for exceptional standing in the legal community in 2013 for Real Estate Law. Andrew I. Glincher Andrew I. Glincher (Continued) Affiliations Mr. Glincher serves on the faculty of Boston College (Carroll School of Management), Finance Department, where he has taught a course in Real Estate Finance each semester since 1988. He serves as a member of the Board of Directors of the Greater Boston Chamber of Commerce. Mr. Glincher is a past President of Hebrew SeniorLife (HSL) Men’s Associates where he led a 5,000-member group and currently serves as the organization’s Chairman of the Board. HSL is an organization comprised of seven-sites of senior healthcare, housing, research, training and education. HSL is a teaching affiliate of the Beth Israel Deaconess Medical Center and the headquarters of the Harvard Medical School Fellowship in Geriatric Medicine. In addition, Mr. Glincher is on the Real Estate Committee at the United Way and he has previously served as a member of the Town of Sharon Zoning Board of Appeals as well as other boards related to additional business and charitable endeavors. He is a member of the International Council of Shopping Centers, Commercial Mortgage Securities Association, the National Association of Industrial and Office Parks and the Boston Bar Association. Mr. Glincher has been recognized as a “New England Super Lawyer” in Real Estate based on a peer-review survey by Boston Magazine since inception (2004–2010). 73 74 Thomas C. Greiner, Jr. Experience Thomas C. Greiner, Jr. Partner 1100 Clinton Square Rochester, NY 14604 tgreiner@nixonpeabody.com 585-263-1456 Services Real Estate Real Estate Litigation Education George Washington University National Law Center, J.D. Princeton University, A.B. Admissions Admitted to practice in New York and Florida. Languages Fluent in Spanish and French, and has a sound working knowledge of Portuguese. Thomas Greiner, Jr. practices all aspects of real estate law, with particular emphasis on zoning and land use planning and development. He has handled multi-site acquisitions and divestitures and complex matters relating to land use development, including related compliance with the New York State Environmental Quality Review Act. He has conducted the land use process for the development of regional telecommunications systems such as cellular and long distance networks in well over 1,500 sites throughout New York and other states. Mr. Greiner has acted as special counsel to municipalities in negotiating the complexities of the land use/development process, including litigation over such matters in the state courts. In connection with that, Mr. Greiner has extensive experience in shepherding complex projects through the SEQRA process. He handles litigation in various aspects of real estate law, both at the trial and appellate levels. He regularly counsels developers, including performing land use audits to identify potential complications, and has lectured extensively on land use and environmental matters throughout the state. Mr. Greiner has extensive experience in the representation of college and universities in the real estate and land use fields for the expansion and redevelopment of the facilities of such institutions. Mr. Greiner has lectured on and has helped clients implement “green building” initiatives in projects. For his work, he is frequently recognized as a foremost attorney in his field. Since 2007, Super Lawyers magazine has listed Mr. Greiner as a top attorney in the state, and he has earned Martindale Hubbell's AV 5 Preeminent Peer Rating, the highest rating attainable. Affiliations Mr. Greiner is a member of the New York State (International Law and Practice and Real Property Law Sections; Subcommittee on Planning and Zoning) and Monroe County (Real Property Law Section) bar associations. 75 John B. Hood Experience John B. Hood Partner 1300 Clinton Square Rochester, NY 14604 jbhood@nixonpeabody.com 585-263-1344 Services Real Estate & Community Development Education University of Virginia School of Law, LLB. Amherst College, B.A. Admissions Admitted to practice in New York. John Hood is particularly experienced in real property tax assessment review and condemnation matters involving commercial, industrial, utility and power plant projects. He has represented municipalities and taxpayers, and has worked with appraisers, industrial development agencies, assessors and others in negotiations for the establishment of proper levels of tax assessment. Mr. Hood has been involved in valuation issues for tax assessment review matters for electric generating plants throughout New York State. These projects have included nuclear fossil fuel and hydroelectric facilities with values ranging from $8 million to $2.5 billion. His efforts have included negotiation of valuation and assessment settlements and payment in lieu of tax agreements and representation of parties in the sale and purchase of these facilities. Mr. Hood also has been involved in efforts by utility clients to modify the methods used by the state of New York to appraise and assess utility real property. He participated on the firm’s team assisting the New York State Urban Development Corporation to prepare New York State’s application to the U.S. Department of Energy to site the proposed Superconducting Super Collider. He coordinated the real estate efforts and worked with the New York State Department of Transportation and New York State Division of Equalization and Assessment in preparing reports dealing with condemnation issues such as valuation claims and scheduling of site assemblage and acquisition. Mr. Hood also has experience in commercial sales and acquisitions, commercial leasing and real estate litigation including eminent domain, tax assessment and zoning. He has considerable experience in land use matters including zoning, planning, town and preservation board applications for use and area variances, special permits, interpretations, site plan approval, rezonings of larger parcels and environmental reviews and related litigation. He has been involved in negotiations with municipalities and interested civic groups, utilizing traditional as well as innovative methods such as conditional rezoning and drafting of planned development district regulations. 76 Kathleen Jones Kathleen Jones Paralegal 1100 Clinton Square Rochester, NY 14604 kjones@nixonpeabody.com 585-263-1380 Services Real Estate Education University of Rochester, Eastman School of Music, M.A. Roberts Wesleyan College, B.A. Experience Kathleen Jones has been a real estate paralegal for more than 25 years. A member of Nixon Peabody’s real estate group since 1987, Kathleen has experience in commercial and residential real estate acquisitions, sales and lending transactions for educational, health care, charitable nonprofit institutions, for-profit corporations, insurance companies and lending institutions. Kathleen also has extensive experience in the real estate aspects of emerging technologies such as wind power energy. Kathleen also has experience on project teams in all phases of commercial and industrial acquisition, sale and lending transactions. She is involved with extensive closing preparation including due diligence, procuring title curatives, document drafting and completion, frequent interactions with clients and opposing counsel and preparation of closing statements. Her skills include legal drafting, legal research, and the organization and documentation for complex, multiparty transactions. Her supervisory responsibilities include occasional training of paralegals and attorneys. 77 Jared C. Lusk Jared C. Lusk Partner 1300 Clinton Square Rochester, NY 14604 jlusk@nixonpeabody.com 585-263-1140 Experience Jared Lusk is a member of the firm’s Real Estate & Community Development group. He has extensive experience in a variety of legal matters, with a primary concentration on real estate development, planning, zoning, compliance with the New York State Environmental Quality Review Act, the Adirondack Park Agency Act, and other general municipal matters. Mr. Lusk’s experience involves representing a wide variety of landowners, developers, retailers, public utilities, wind and other energy providers in projects throughout New York State. Mr. Lusk also represents a number of fire and emergency service providers throughout New York State. Services Real Estate & Community Development Agribusiness Emergency Services Prior to joining Nixon Peabody, Mr. Lusk served as town attorney for the Town of Pittsford, New York, as an assistant district attorney, as well as in private practice. Education Syracuse University College of Law, J.D. St. John Fisher College, B.A. Mr. Lusk currently serves on the Pittsford Town Council; Board of Directors Member for ABVI-Goodwill; as Legal Counsel for Camp Good Days and Special Times, Inc.; Member, New York State Bar and Monroe County Bar Associations, where he previously served as chair of the Municipal Attorney Committee and as a member of the Professional Performance Committee; 20-year member of the Pittsford Volunteer Fire Department, where he served as chief from 2007--2008 and on the Board of Directors from 2003--2008. Admissions Admitted to practice in New York. Affiliations 78 Allen A. Lynch, II Experience Allen A. Lynch, II Partner 100 Summer Street Boston, MA 02110-1832 alynch@nixonpeabody.com 617-345-1235 Services Real Estate Education Johns Hopkins University, Graduate School of Business, Seniors Housing and Care Certificate Franklin Pierce Law Center, J.D. Hartwick College, B.A. Admissions Admitted to practice in Massachusetts. Allen Lynch provides legal services in a broad range of real estate-related transactional and asset management matters. His clients include leading developers, capital providers and operators in several asset classes and industry sectors. For developers of New England properties, Allen provides site acquisition, entitlement, due diligence, condominium formation and closing services. For domestic and international capital providers, Allen structures and negotiates joint ventures, conducts legal due diligence, advises on risk mitigation, negotiates and documents financings, obtains regulatory approvals and handles acquisitions and dispositions of real property and operating assets throughout the U.S. For operators, he negotiates and drafts contracts and provides day-to-day outside general counsel services. Allen has particularly extensive experience in the multifamily housing sector, especially senior housing. In the multifamily sector, this experience includes his representation as lead dispositions and workout counsel to the country’s top asset managers for institutional investors in affordable housing communities selling assets developed under the Section 42 tax credit program. In the senior housing and care space, Allen has over 15 years of experience representing parties in transactions and operational engagements ranging from single property matters to several of the most notable transactions in the industry involving publicly traded and privately held clients. The unique combination of Allen’s legal and business experience in these sectors is highly valued by his clients. Affiliations Allen is a member of the principal trade organizations in the senior’s housing and care industry. He has served on several committees and task forces of the National Investment Center for the Seniors Housing & Care Industry, most recently on the Oversight Committee for the Future Leaders Council and the Fall Conference Planning Committee. He served for eight years as an Independent Director of Senior Living Management, LLC, which through an affiliate owned and operated over 90 skilled nursing facilities. Allen is an Executive Education Fellow at the Erickson School of Aging Studies at the University of Maryland at Baltimore County, where he is the Lead Instructor of the course “Risk Management for Seniors Housing and Care,” and is a regular guest lecturer in other courses at the school. Allen has also served on the boards of several nonprofit organizations, as president of a community association, and member of the Planning Board in his hometown. Allen is currently a member of the Board of Trustees of Hebrew SeniorLife (serving on the Housing Committee), a leading nonprofit provider of health care and housing to seniors in the metropolitan Boston area and beyond, and regularly represents artists on a pro bono basis through Volunteer Lawyers for the Arts. 79 Allen A. Lynch, II Allen A. Lynch, II (Continued) Representative Experience —Represented the seller in the sale of a 162-unit senior housing complex located in Santa Rosa, California. The complex provides independent and assisted living services to seniors. Nixon Peabody handled complex negotiations on the initial purchase and sale agreement that involved a sale/leaseback structure for California licensing purposes, as well as a sale of the improvements and assignment of the land’s ground lease. —Represented a foreign investor in the sale to other foreign investors of equity interests in a U.S. venture owning several portfolios of regional shopping malls valued at $800 million, together with the sale of a $26 million unsecured loan to the joint venture, which required resolution of many complex partnership, tax, debt, and restructuring issues. —Counsel to a publicly traded REIT in its acquisition and leasing of a $70 million continuing care retirement community. —Serve as outside General Counsel to the largest continuing care retirement community in metropolitan Boston handling its day-to-day legal affairs and mitigating operating risks. —Represented a buyer/operator in its acquisition of three skilled nursing facilities, handling complex CHOW matters. —Represented an international investor in the complex workout and sale of real estate holdings throughout the U.S. of $1.3 billion of multi-family portfolios, requiring coordination with exits from European and Asian holdings. —Counsel to a U.S. developer, owner, and operator of a seniors housing portfolio situated throughout the Northeast in joint venture, development, regulatory and financing matters. — Represent a regional health care lender financing the acquisition, development and expansion of seniors housing campuses (independent living, assisted living and continuing care retirement communities) throughout New England. — Counsel to a publicly traded domestic REIT in its acquisition and development of a $140 million mixed-use property in Boston involving difficult structuring, permitting, and title issues. — Represented, as Assistant Special Counsel, the Boston City Council in its approval of the development of a $700 million convention center. — Represented a foreign investor in two acquisitions and a disposition of a New England seniors housing portfolio valued at $890 million, and counseled client on a range of asset management matters throughout the ownership period. — Serve as primary counsel to the largest owner of multifamily units in the U.S. in the workout and disposition of investment interests in projects throughout the country, having closed in excess of 800 transactions. — Counsel to a leading New England based nonprofit owner and provider of seniors housing and care in structuring and executing an expansion strategy focused on development of several new campuses. — Represented a leading asset manager in sales of large-scale affordable multifamily apartment complexes throughout the U.S. — Represented the General Partner in the sale of its interests in a five-property multifamily portfolio valued at $81 million requiring, in particular, the resolution of debt assumption and guaranty issues. 80 Matthew R. Lynch Experience Matthew R. Lynch Partner 100 Summer Street Boston, MA 02110-1832 mrlynch@nixonpeabody.com 617-345-1212 Services Real Estate Education Boston College Law School, J.D., cum laude College of the Holy Cross, B.A., cum laude Admissions Admitted to practice in Massachusetts. Matthew Lynch focuses his practice in the areas of purchase and sale of office, industrial and retail properties, leasing of office, industrial and retail properties, acquisition and construction real estate lending, office, industrial and retail development, land use and environmental permitting and asset and property management. Mr. Lynch has extensive experience in all types of commercial leasing, including office, warehouse, industrial and retail. He has represented buyers and sellers in a number of large commercial real estate transactions. Also, Mr. Lynch has represented a number of borrowers and lenders in both acquisition and construction loan transactions. In addition, Mr. Lynch has represented a number of retailers and developers in connection with obtaining governmental permits and approvals for new real estate projects. For his work, Chambers USA: America’s Leading Lawyers for Business recognized Mr. Lynch for exceptional standing in the legal community in 2013 for Real Estate Law. Affiliations Mr. Lynch is a member of the Boston Bar Association, the Real Estate Bar Association of Massachusetts, the National Association of Industrial and Office Properties, the Real Estate Finance Association and the Holy Cross Club of Greater Boston. Mr. Lynch is a mentor in The Boston Lawyers Group Mentor Program and a member of the Board of Directors of the Boston Scholars Program. Mr. Lynch is also a member of the Board of Directors of the Boston Lawyers’ Committee for Civil Rights and a member of the Massachusetts Legal Clinic for the Homeless Committee. 81 A. Darren Miller Experience Darren focuses his practice on real estate construction and development, as well as other transactional real estate matters. Darren represents property owners and developers in the negotiation of design, construction, construction management and development agreements. He also represents sellers, purchasers and lenders in a variety of commercial real estate transactions and private-sector clients before municipal boards in zoning and land use matters. A. Darren Miller Associate 1300 Clinton Square Rochester, NY 14604 admiller@nixonpeabody.com 585-263-1353 Darren was a summer associate with Nixon Peabody in 2006. Before joining Nixon Peabody, Darren worked as a legal intern at Columbian Mutual Life Insurance Company, in Binghamton, New York. While in law school, Darren was an associate notes editor for the Syracuse Law Review. Upon graduation, Darren was elected to the Order of the Coif. Representative Construction Experience —Represented higher education client in negotiation of design-build contract for the design and construction of $13 million student housing facility. Services Real Estate Construction —Represented higher education client in negotiation of architect’s and construction agreements for the design and construction of $43 million student housing facility. Education Syracuse University College of Law, J.D., magna cum laude State University of New York at Binghamton, B.A. Broome Community College, A.A. —Represented client in negotiation of architect’s and construction contracts for the interior renovation of office space. Admissions Admitted to practice in New York. —Represented client in negotiation of design-build agreement for the design and construction of $15 million food production facility. —Represented client in negotiation of architect’s and construction contracts for design and construction of $13 million museum facility. —Represented hospital client in negotiation of construction management agreement for 192,000 square foot expansion of its healthcare facilities. —Represented retail client in construction matters connected with the multi-million dollar design and construction of its flagship New York City store. 82 A. Darren Miller A. Darren Miller (Continued) Representative Real Estate Matters Publications — Represented various clients in connection with a variety of purchase and sale transactions. —“Terminating the ‘Just Not American Enough’ Idea: Saying ‘Hasta La Vista’ to the Natural Born Citizen Requirement of Presidential Eligibility,” 57 Syracuse Law Review 97 (2006). — Represented telecommunications client in negotiation and permitting of various telecommunication facility sites. — Represented various clients, as landlords and tenants, in connection with a variety of leasing matters. Affiliations Darren is a member of the Monroe County, New York and American Bar Associations. 83 Joann Moolsintong Experience Joann Moolsintong practices in all areas of real estate, including acquisitions and sales of commercial office buildings; financings, including complex, multilevel financings; and negotiation of commercial office and retail leases representing both landlords and tenants. Joann Moolsintong Representative Experience Associate —Representation of nonprofit entities in leasing and acquisitions of real estate interests. 437 Madison Avenue New York, NY 10022 jmoolsintong@nixonpeabody.com 212-940-3733 —Representation of a major developer in the sale, financing, disposition and leasing of its building in New York City. —Representation of the City University of New York (CUNY) in connection with the acquisition of a portion of a large office building in Queens NY that was converted into a condominium for the relocation of its law school. Services Real Estate & Community Development Leasing Capital Markets & Real Estate Finance Distressed Debt & Real Estate Workouts —Representation of an insurance company and a financial institution, as co-lenders, in the origination of the senior mortgage loan portion of a $590 million financing secured by an office/retail condominium property located in New York City. Education George Washington Law School, J.D. (with honors) University of Michigan Business School, B.B.A. Admissions Admitted to practice in New York. —Representation of foreign bank in connection with its lease of approximately 135,000 square feet at 7 World Trade Center. —Representation of a special servicer in connection with the workout of a defaulted $195 million securitized mortgage loan secured by five furniture mart properties located in North Carolina, which included the appointment of a receiver and the subsequent sale of such properties subject to the assumption of such securitized senior loan by the purchaser and the modification thereof. —Representation of a special servicer in the restructuring of a $120.5 million securitized mortgage loan secured by a shopping mall located in Florida, which restructuring was comprised of a bifurcated note structure that included a “Hope Note” and a third party mezzanine loan. Publications —Contributed to article “Understanding the Full Effects of the Interstate Land Sales Full Disclosure Act,” New York Real Estate Journal, June 2008. 84 Christopher Na Christopher Na Associate 437 Madison Avenue New York, NY 10022 cna@nixonpeabody.com 212-940-3704 Services Real Estate & Community Development Education Fordham University School of Law, J.D. University of Chicago, B.A. Admissions Admitted to practice in New York. Languages German Mandarin Chinese Experience Christopher Na practices in all areas of real estate, including acquisitions and sales of commercial office buildings; financings, including complex, multilevel financings; and negotiation of commercial office and retail leases representing both landlords and tenants. Christopher was previously a summer associate with Nixon Peabody and, prior to law school, worked as a contracts specialist for Raytheon Missile Systems. While attending law school, Christopher served as a notes and articles editor of the Fordham Urban Law Journal and a staff member on the Fordham Moot Court Board. During law school, Christopher also worked as a legal intern with the Port Authority of New York and New Jersey and the United States Attorney’s Office for the Eastern District of New York. 85 Gregory R. Nearpass Experience Gregory R. Nearpass Associate Gregory Nearpass has extensive experience advising clients regarding the use, sale, lease, purchase and development of commercial real estate, including retail facilities, medical buildings, cell towers and specialty housing projects. He also represents private sector clients before municipal boards in complex zoning and land use matters; and in proceedings and lawsuits involving land use and zoning matters, the New York State Environmental Quality Review Act (SEQRA), condemnation proceedings and landlord/tenant matters. 1300 Clinton Square Rochester, NY 14604 gnearpass@nixonpeabody.com 585-263-1063 Mr. Nearpass’s practice also involves energy development, including the permitting and development of wind, solar, nuclear power and oil and gas facilities, as well as providing advice regarding compliance with the regulatory framework for such developments. Services Real Estate — "Home Rule and Shale Gas Development: Perspectives," Association of Towns of the State of New York Annual Meeting, 21 February 2012. (Speaker) Education Albany Law School of Union University, J.D., magna cum laude Hartwick College, B.A., magna cum laude Admissions Admitted to practice in New York. Publications and presentations — “Recent Developments in Oil and Gas Leasing: The Hydrofracking Debate,” NYSBA Hot Topics in Real Property Law and Practice, March, 2010. (Speaker) — “Condemnation Case Law Update,” MCBA, March, 2010. (Speaker) — “Not So Risky Business: Constructing in the Face of a Lawsuit in the Retail Industry,” New York Real Estate Journal, June 26, 2007. (Author) — “Knowing When to Ask: Unilateral Relocation of Easements,” New York Real Estate Journal, May 22, 2007. (Author) Affiliations Mr. Nearpass is a member of the New York State Bar Association and the Monroe County Bar Association. 86 Dara K. Newman Dara K. Newman Associate 100 Summer Street Boston, MA 02110 dknewman@nixonpeabody.com 617-345-1079 Services Real Estate Education Boston College Law School, J.D., cum laude Haverford College, B.A. Admissions Admitted to practice law in the state of Massachusetts. Experience Dara K. Newman focuses her practice on all aspects of commercial real estate transactions, representing owners, investors and developers in their acquisitions, sales, leasing, financing and development of commercial real estate. Dara received a Certificate in Land Use & Environmental Law from Boston College Law School. While in law school, Dara was an articles editor for the Boston College Environmental Affairs Law Review. She was also a board member of the Community Economic Development Law Group and a founding member and participant in the Community Enterprise Clinical Program. Prior to joining Nixon Peabody, Dara worked as a law clerk for Brennan, Dain, LeRay and Wiest, P.C., and as an intern for the Honorable Judith Fabricant of the Massachusetts Superior Court. Dara was also a summer associate with Nixon Peabody in 2007. Before law school, Dara was a Director of Program and Resource Development for ACCION USA, a national microfinance organization. Publications —“Careers in Real Estate: Advice from Practitioners,” Urban Land Institute. (Panelist) —If You Can’t Build It, They Won’t Come: Condominium Construction Moratoria and Gentrification,” Boston College Environmental Affairs Law Review, Vol. 35, No. 3 (2008). (Author) 87 Jonathan S. Penna Experience Jonathan S. Penna Partner 1300 Clinton Square Rochester, NY 14604 jpenna@nixonpeabody.com 585-263-1388 Services Affordable Housing Real Estate & Community Development Real Estate Litigation Education State University of New York at Buffalo School of Law, J.D., cum Jonathan Penna represents real estate investors and private equity funds in the acquisition, sale and financing of various types of commercial real estate. He has represented borrowers on traditional construction, permanent and acquisition mortgage loans, as well as bond financings. Mr. Penna also represents municipalities, utility companies and other public institutions with respect to both single and multiparcel acquisitions of real property for various public improvement projects. These projects include natural gas pipelines, sewer collection systems, waste water treatment plants, conference and convention centers and urban renewal projects. Mr. Penna also has material experience in acquiring real property for institutions vested with the power of eminent domain and in litigating the value of the real property acquired. Mr. Penna’s valuation litigation and significant work with appraisers and other valuation experts also includes the representation of parties on tax certiorari and other real property tax matters, including advising owners of commercial property, educational institutions, hospitals and affordable housing developers on real property abatement programs and available exemptions. Mr. Penna has represented tenants and landlords in commercial leasing transactions. laude Affiliations laude Mr. Penna is a member of the New York State and Monroe County Bar Associations, as well as the New York State Association for Affordable Housing (NYSAFAH). He is the former chair of the Monroe County Committee on Tax Certiorari Condemnation and is a former member of the Monroe County Bar Association’s Real Estate Council. State University of New York at Binghamton, B.A., magna cum Admissions Admitted to practice in New York. 88 David Portal Experience David Portal practices in all areas of real estate, including acquisitions and sales of commercial office and mixed-use buildings; financings, including complex, multilevel financings; negotiation of limited liability operating agreements and joint ventures; and commercial office and retail leasing, representing both landlords and tenants. David Portal Partner 437 Madison Avenue New York, NY 10022 dportal@nixonpeabody.com 212-940-3008 Services Real Estate Sports & Entertainment Education Fordham University School of Law, J.D., cum laude (Fordham Law Review) University of New York at Queens College, B.A., summa cum laude Admissions Admitted to practice in New York. Representative Experience —Representation of The City University of New York (CUNY) in connection with the acquisition of a portion of a large office building in Queens, New York, that was converted into a condominium for the relocation of its law school. —Representation of a well-known New York developer in the purchase and finance of a mid-town mixed-use office and retail building. The engagement included negotiating the purchase and sale agreement, reviewing and analyzing the existing space leases and negotiating all of the loan documents. —Representation of both underwriters of the National Football League’s New York Giants and New York Jets in the new 82,000-seat open-air stadium that is to be the home stadium for both teams. —Representation of the New York City Industrial Development Agency in connection with the development, construction and financing of two new baseball stadiums for Major League Baseball’s New York Mets and New York Yankees. —Representation of JetBlue Airline in the leasing of its Terminal 5 at JFK International Airport in New York. —Representation of JetBlue Airline in its terminal lease in Orlando, Florida. —Representation of various individual and corporate investors and developers in purchase and financing of mixed-use commercial and retail buildings in New York City and nationwide. —Representation of Corporate Property Investors for all leasing transactions affecting the General Motors Building, 767 Fifth Avenue, New York City. 89 David Portal David Portal (Continued) Representative Transactions — Representation of an investment brokerage house in connection with its leasing of approximately 90,000 square feet of commercial space at 360 Madison Avenue in New York City. — Representation of a foreign bank in connection with its leasing of approximately 50,000 square feet of commercial space at 1185 Avenue of Americas in New York City. — Representation of various law firms in connection with their leasing of office space in leases ranging from 10,000 to 100,000 square feet. — Representation of a foreign bank in connection with its lease of approximately 135,000 square feet at 7 World Trade Center. — Representation of a major developer in the sale, financing, disposition and leasing of buildings in New York City. — Representation of not-for-profit entities in leasing and acquisition of real estate interests. — David lectures and gives seminars at various institutions and on behalf of the New York State Bar Association and for the Legal Aid Society on real estate matters. — David has also been selected by his peers for inclusion in the New York Times Magazine’s Super Lawyers 2007 and 2008. Speaking Engagements —“The Art of Subleasing: What Every General Counsel in New York City Should Know,” presented as part of the Association of Corporate Counsel lecture series, March 12, 2009. (speaker) —“Legal Essentials of Commercial Leasing Workshop,” presented in cooperation with the Legal Aid Society, 2008–2012. (speaker) Affiliations David is a member of the American, New York State, and New York City bar associations. He also serves as president of a local temple, and is on the board of directors and board of governance of a prominent college. 90 Edward Puerta Experience Edward Puerta Associate 50 Jericho Quadrangle Suite 300 Jericho, NY 11753 epuerta@nixonpeabody.com 516-832-7547 Services Real Estate Education Touro College Jacob D. Fuchsberg Law Center, J.D., summa cum Edward Puerta concentrates his practice on commercial and industrial real estate transactions, including building, office and warehouse leasing, the targeting, acquisition, sale and financing of property and complex development and renewal projects. Ed represents clients in a variety of industries, including institutional owners of real estate and hospitals, medical groups and other health care providers. His experience includes guiding clients through the negotiation and development of real estate improvement projects for both tenants and property owners. In addition, he has represented clients at hearings and proceedings before municipal boards and civil courts throughout New York State on real estate related matters. Ed is an active participant in Nixon Peabody’s firmwide "Legally Green®" initiative, which identifies opportunities for the firm’s practices to participate in sustainable development and renewable energy projects, and prioritizes sustainability within the firm. He has reviewed and written on the new “green” leases for both the Corporate Realty, Design & Management Institute (CRDMI) and the Building Owners and Managers Association (BOMA). His recent experiences include: —Closing the acquisition of more than 200 owned and leased medical properties out of an ongoing bankruptcy proceeding. laude —Advising an institutional real estate investor on leasing, renovation and compliance issues for a 30+ story Manhattan office tower. Admissions Admitted to practice in New York and the Eastern District of New York. —Counseling the largest fresh baked goods provider in the United States on the disposition of underutilized properties and acquisition of new properties. State University of New York College at Geneseo, B.A., —Negotiating long-term lease agreements on behalf of one of the largest landlord/developers on Long Island. Affiliations Ed is a member of the New York State Bar Association, the Nassau County Bar Association, the New York County Lawyer’s Association and the American Bar Association. 91 Denise D. Pursley Experience Denise D. Pursley Partner, Real Estate Practice Group Leader 50 Jericho Quadrangle Suite 300 Jericho, NY 11753 dpursley@nixonpeabody.com 516-832-7542 Services Real Estate & Community Development Energy Education New York Law School, J.D., magna cum laude (Editor, New York Law School Law Review) University of Florida, B.S. (recipient of Dean’s Cup for Service) Admissions Admitted to practice in the states of New York, New Jersey, and Florida, and before the United States District Courts for the Southern and Eastern Districts of New York, and the District of New Jersey. Denise Pursley leads Nixon Peabody’s Real Estate Group and advises on all aspects of real estate, environmental, finance and land use law, with particular emphasis on commercial leasing, acquisition and disposition, mergers and acquisitions, energy and environmental matters. Denise has developed a national real estate practice and represents institutional owners, investors, and developers of office buildings, industrial buildings, retail centers and mixed-use projects across the nation. Denise regularly negotiates the real estate, environmental and due diligence aspects of complex real estate and corporate transactions nationwide. She has successfully closed on noteworthy properties such as federal Superfund sites, hazardous waste storage facilities, former liquefied natural gas facilities and former defense manufacturing facilities. Denise also advises on critical real estate and environmental issues associated with electric, gas and renewable energy projects, and has represented project developers and equity investors in wind, solar and geothermal energy facilities throughout the country. Denise joined Nixon Peabody in 1991 after being associated with a prominent New Jersey law firm, where she practiced real estate and environmental law, with particular emphasis on commercial leasing. 92 Denise D. Pursley Denise D. Pursley (Continued) Representative Energy Related Experience Affiliations —Represented major investment bank in tax equity investment of multi-state wind facilities throughout the West and Midwest. Ms. Pursley is the general counsel of the Long Island Housing Partnership, Inc. (LIHP), a nationally recognized nonprofit corporation facilitating the development of affordable and workforce housing on Long Island. She is an active member of several national and local organizations, including CoreNet Global, the International Council of Shopping Centers (ICSC), Women Economic Developers of Long Island (WEDLI), and the Association for a Better Long Island (ABLI). As a leader in her field, Ms. Pursley has served as the Chairperson of the Environmental Law Committee of the Nassau County Bar Association and is a member of the New York and Florida State bar associations. She is a frequent presenter and author on timely topics related to real estate, environmental and sustainable development. —Represented major investment bank in tax equity investment in a geothermal power facility in Arizona. —Represented private utility company in the negotiation of an option agreement for 132 acres in the state of New York for the development of a 1,000 megawatt natural gas-fired electric generation plant. —Represented utility in negotiation of an underwater high voltage, direct current line and fiber optic cable in Long Island Sound. —Represented utility company in the sale of a former liquefied natural gas plant on Staten Island for development as a NASCAR race track and shopping center. —Represented natural gas company in real estate and condemnation work in connection with gas pipeline expansion project in New York State. —Represented energy joint venture in connection with local land use and real estate work for a proposed underwater interstate natural gas pipeline intended to serve Long Island, New York City, and Connecticut. Denise D. Pursley Denise D. Pursley (Continued) Recognition Ms. Pursley was recognized in the 2013 edition of The Legal 500: USA as a Leading Lawyer in the Real Estate category. She has been recognized three times by the Long Island Business News as one of Long Island’s Top 50 Most Influential Women in Business and is in the program’s Hall of Fame. Ms. Pursley has been recognized as a rising star by Long Island Business News as a recipient of their “40 Under 40” honor in 2000. Ms. Pursley has been recognized for her exceptional standing in the legal community in the area of Real Estate in the 2007, 2010, and 2011 editions of New York Super Lawyers Magazine (Metro Edition). 93 94 Lenore Y. Reeves Lenore Y. Reeves Paralegal 437 Madison Avenue New York, NY 10022 lreeves@nixonpeabody.com 212-940-3031 Experience Services Real Estate & Community Development and Affordable Housing Prior to joining Nixon Peabody, Lenore was a paralegal for Schulte Roth & Zabel, LLP, Clifford Chance LLP, Sullivan & Cromwell, and Mayer Brown LLP, among other large law firms. Education Marymount Manhattan College, BA Lenore Reeves has over 10 years of paralegal experience with a focus on real estate, restructuring, corporate transactions and litigation. 95 Arthur J. Rosner Experience Arthur Rosner concentrates his practice on all phases of real estate, including representation of real estate development companies and individuals engaged in real estate development as well as banks and other financial institutions involved in all aspects of real estate finance, including lending and equity transactions. Arthur J. Rosner Partner 437 Madison Avenue New York, NY 10022 arosner@nixonpeabody.com 212-940-3023 Mr. Rosner’s experience includes selection of the proper vehicle for real estate investments, including joint ventures, partnerships, limited liability companies, corporations and trusts, acquisition and sale of commercial, hotel and residential properties, commercial leasing of all types of property, defeasance and asset exchange transactions and real estate litigation. He also advises in financing and lending relative to all aspects of real estate projects, sale and purchase of commercial mortgage loans and loan portfolios, restructuring of real estate loans, including for special servicers and mortgage loan enforcement and foreclosures. Mr. Rosner has extensive experience in creating special purpose entities and bankruptcy remote entities designed to meet the requirements in securitized real estate financings. Services Representative Experience Real Estate & Community Development Real Estate Real Estate Transactions & Development Real Estate Finance Urban Redevelopment Distressed Debt & Real Estate Workouts Infrastructure Transportation Facilities Power and Energy —Represented Water Street Leasehold LLC, an affiliate of The William Kaufman Organization, in connection with the refinancing of 77 Water Street in New York City. Representation involved negotiating a $45 million loan from The AXA Equitable Life Insurance Company, as well as negotiations with The Goldman Sachs Group, Inc. (Goldman Sachs), to which the building is net leased. Education Brooklyn Law School, J.D. (managing editor, Brooklyn Law Review) Queens College of the City University of New York, B.A. Admissions Admitted to practice in New York and in the U.S. District Court for the Southern and Eastern Districts of New York. —Represented the owner of 777 Third Avenue, New York City, in connection with the negotiation of a lease of approximately 240,000 square feet (plus options for additional space) to Avon Products, Inc., the international cosmetics conglomerate. —Represented the New York Economic Development Corporation in connection with the redevelopment of the Battery Maritime Terminal in lower Manhattan, which involved the negotiation of multiple levels of ground and subleases and recognition and non-disturbance agreements because of the historic rehabilitation tax credit structure of the transaction. Representation also included the negotiation of a junior subleasehold mortgage and pledge of membership interests agreements involving various limited liability companies in the chain of title in the structure, and the review of the senior loan documents which were from an EB-5 lender, as well as an intercreditor agreement between the senior and junior creditors. 96 Kimberly A. Samuels Kimberly A. Samuels Paralegal Experience 1300 Clinton Square Rochester, NY 14604 ksamuels@nixonpeabody.com 585-263-1567 Kimberly Samuels has 29 years of experience as a paralegal. Kimberly's primary focus since joining the firm has been cell tower citing, commercial and residential transactions involving representation of both seller and buyer, as well as a variety of other real property matters. Services Real Estate and Community Development Education Rockland Community College, Paralegal Certificate Ivy Mortgage, Princeton, New Jersey, Loan Origination/Underwriting Certificate Kimberly has a thorough knowledge of all aspects of title work and closing procedures. Prior to joining the firm, Kimberly focused primarily on acquisitions and developments, stock and asset purchases, mergers, commercial and multifamily lending, leasing and corporate matters. Kimberly's work background also includes experience in landlord and tenant matters, wills, trusts, estates, bankruptcy, litigation, criminal law, negligence, family law, surety bonds and collections. On many occasions, Kimberly has been called upon to speak at seminars and training sessions on a variety of topics. She has also been involved in the training of junior attorneys and other paralegals in various matters. Kimberly was named a final nominee in 2006 for the Rochester ACE Award. 97 Paul E. Schrier Paul E. Schrier Partner One Embarcadero Center | Suite 1800 San Francisco, CA 94111 pschrier@nixonpeabody.com 415-984-8280 Services Capital Markets & Real Estate Finance Development, Construction & Land Use Distressed Debt & Real Estate Workouts Real Estate Acquisitions & Dispositions Senior Housing & Care Real Estate & Community Development M&A and Corporate Transactions Education University of Santa Clara, J.D. Brown University, B.A. Admissions Admitted to practice in the state of California. Experience As the consummate “deal lawyer,” Paul Schrier has been involved in numerous significant transactions spanning a diverse array of industries in his career. His practice includes mergers and acquisitions, including cross-border transactions. He also has considerable expertise in secured lending deals involving real estate and other asset-based financings and sophisticated loan workouts; real estate acquisitions and dispositions of commercial, retail, industrial, and hotel properties; and multifamily and commercial development projects, including ground leases and sale-leaseback transactions. Paul was also managing partner of Nixon Peabody LLP’s San Francisco office from April 2007 to June 2013. Paul serves as outside general counsel for many of his clients, advising them on a wide range of legal issues in addition to transactions. From October 1990 to October 1991, Paul was on special assignment in Tokyo as a foreign associate with Mori Sogo Law Offices (now known as Mori, Hamada & Matsumoto), one of the premier law firms in Japan. Affiliations As a member of the State Bar Association of California’s Real Estate Section, Mr. Schrier has been a speaker for continuing legal education seminars concerning real estate joint ventures and other equity participations. During 1992 through April 1994, he was a member of the Town of Tiburon Housing Committee, which is responsible for the formulation and implementation of Tiburon’s low and moderate income and senior housing policies. In May 1994, the Tiburon Town Council appointed Mr. Schrier to the Tiburon Planning Commission, where he served as chairman of the commission from 1996 to 1997. 98 Alison Torbitt Experience Alison Torbitt Associate One Embarcadero Center | Suite 1800 San Francisco, CA 94111 atorbitt@nixonpeabody.com 415-984-8208 Services Real Estate Education University of Oregon School of Law, Order of the Coif (1st in class) (Editor-in-Chief, Western Environmental Law Update; Associate Editor, Oregon Law Review; Environmental Fellow, Oceans, Coasts, and Watersheds Project; First Place Champion, Oregon Environmental Law Moot Court Competition; Quarterfinalist, National Environmental Law Moot Court Competition) University of California, Santa Barbara, B.S. and B.A., both with High Honors University of Queensland, Australia, Marine biology research program Admissions Alison is admitted to practice in California. Alison Torbitt is a member of the firm’s Energy and Environmental practice groups, based in the San Francisco office. Her practice focuses on all aspects of environmental counseling and compliance, consumer contract review, and a wide variety of general commercial litigation matters. Alison has extensive experience with the consumer contractual requirements of renewable energy contracts. Her knowledge brings both the transactional and the litigation perspective to each contract she reviews. Alison also focuses on a variety of environmental and regulatory matters, including CERCLA, CEQA, the Clean Water Act and the Safe Drinking Water Act, most recently representing a large winery in connection with such matters. She also provides counsel to clients, including energy service providers and other market participants, in connection with regulatory issues relating to CAISO. Alison is a LEED (Leadership in Energy and Environmental Design) Accredited Professional (LEED® AP) in Building Design and Construction. She has extensive knowledge and experience in the green building sector. She is also an active member of Nixon Peabody’s Legally Green team, helping both the law firm and clients create more sustainable business practices. Prior to commencing law practice at Nixon Peabody, Alison was a legal research assistant for the Oregon Wave Energy Trust (OWET), and previously was a law clerk in the U.S. Department of Justice, Environment and Natural Resource Division, in Sacramento. Alison graduated first in her law school class and is a member of the Order of the Coif. Before attending law school, Alison was employed in private industry as an aquatic ecotoxicologist and regulatory compliance specialist in hazardous materials storage, disposal, and transportation. Affiliations Queen’s Bench, Member, Business Development Committee. LEED Accredited Professional (LEED® AP) in Building Design and Construction. SV Forum, Member. Alison Torbitt Alison Torbitt (Continued) Publications and Presentations —“International and U.S. Regulation of Greenhouse Gas Emissions from Ships and Ports,” International Journal of Marine and Coastal Law, September 2010 (co-author). —Speaker, “International and U.S. Regulation of Greenhouse Gas Emissions from Ships and Ports,” International Association for Environmental Studies and Sciences (AESS) Conference, Portland, Oregon, June 2010. —“The Smart Grid’s Privacy Implications,” Western Environmental Law Update, February 2010. —“Implementing Corporate Climate Change Responsibility: Possible State Legislative and SEC Responses to Climate Change through Corporate Law Reform,” Oregon Law Review, 2009. —University of Oregon School of Law White Paper on “Federal Energy Policy and the Congress,” The Hill, April 2009 (co-author). —“Judicial Review Obstacles Facing Climate Change Litigation and How They Were Overcome in Massachusetts v. EPA,” Western Environmental Law Update, February 2009. 99 100 Justine E. Wilcox Experience Justine E. Wilcox Justine Wilcox concentrates her practice on various aspects of real estate. Her practice includes the purchase, sale, construction, and financing of real estate, individual assets and portfolio transactions. This transactional practice also focuses on sophisticated aspects of financing including ground leases, mezzanine and bridge financings and tenant-in-common transactions. She has experience in the acquisition, disposition and special servicing of mortgage loans as well as loan modifications, assumptions and workouts. Ms. Wilcox’s skills also permit her to practice with the firm’s Affordable Housing and Syndication practices, providing real estate and HUD support. Partner Among her engagements in recent years, Ms. Wilcox was responsible for the following: 401 Ninth Street NW | Suite 900 Washington, DC 20004 jwilcox@nixonpeabody.com 202-585-8745 —Team leader for the acquisition of a portfolio of properties, both conventionally financed and HUD-subsidized, as well as the acquisition of stock in the company managing those properties. Services Capital Markets & Real Estate Finance Distressed Debt & Real Estate Workouts Leasing Real Estate & Community Development Real Estate Acquisitions & Dispositions Student Housing Sustainable Development Education Suffolk University Law School, J.D. Goucher College, B.A. Admissions Admitted to practice in the District of Columbia and the commonwealth of Massachusetts. —Team leader in the acquisition and financing of real estate with sponsors on behalf of investors participating in like-kind exchanges. —Principal negotiator of acquisitions of asset classes including office buildings, apartment complexes, shopping centers, and golf courses. —Lead counsel in connection with the disposition of mortgage loans secured by residential, industrial, and construction properties. —Lead counsel in the acquisition of whole loans, participations, and servicing rights. —Counsel to lenders and borrowers in connection with workouts and restructuring. Ms. Wilcox joined Nixon Peabody in 1999, prior to which she was a partner in two other nationally prominent law firms active in real estate law. Ms. Wilcox began her legal career as an attorney-advisor in the Office of General Counsel of the U.S. Department of Housing and Urban Development and worked directly for the Government National Mortgage Association as a program analyst. Ms. Wilcox was a contributing author of The Art of M&A. She has been recognized for the third consecutive year for exceptional standing in the legal community in Chambers USA: America’s Leading Lawyers for Business 2011 for real estate work. In 2011, Ms. Wilcox was also named one of “Baltimore & Washington DC’s Top Lawyers” by The Washington Post. 101 Jeffrey G. Wright Jeffrey G. Wright Senior Counsel 1100 Clinton Square Rochester, NY 14604 jwright@nixonpeabody.com 585-263-1323 Services Real Estate Business Health Services Education Cornell Law School, J.D. Harvard University, B.A. Admissions Admitted to practice in New York. Experience Jeffrey Wright is engaged primarily in general real estate work, particularly in matters relating to multifamily residential and student housing, as well as commercial real estate development and financing. He has extensive experience in representing health care institutions in connection with the planning, development, construction and financing of a variety of health and health related facilities, including affordable housing projects, senior housing projects, assisted living facilities, continuing care retirement communities, medical office buildings and parking garages. He also regularly represents underwriters and banks as providers of credit enhancement in public financings of health care and senior housing facilities. In addition, he frequently represents both institutional lenders and developers in construction and permanent financing of a wide variety of residential, commercial, manufacturing, industrial, retail and office projects, with both conventional financing and tax-exempt bonds. Mr. Wright has been actively involved in workouts and loan restructurings as counsel to both institutional lenders and developers and has participated in mortgage consolidations and leveraged buyouts of corporate and partnership assets and in representing developers in connection with the syndication of residential and commercial real estate. Affiliations New York State Bar Association (Real Property Section); Monroe County (New York) Bar Association.