Background

Select List of Completed Engagements

Office Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
150 East 42nd StreetNew York, NYPrivateSale of Leasehold Position
150 East 42nd StreetNew York, NYPrivate Owner & Investment BankRestructuring of Ground Lease
150 East 42nd StreetNew York, NYInsurance CompanyLong-Term Financing
150 East 42nd StreetNew York, NYPension FundAcquisition of Minority Int. & Long-Term Financing
114 Fifth Avenue (at 17th Street)New York, NYPrivateGround Lease
114 Fifth Avenue (at 17th Street)New York, NYInsurance CompanyLong-Term Financing
188 Madison Avenue (19 East 34th Street)New York, NYPension FundAcquisition
295 Fifth Avenue (at 30th/31st Streets)New York, NYPrivate Equity & Insurance CompanyGround Lease
445 Fifth Avenue (at 39th Street)New York, NYCity AgencySale
445 Fifth Avenue (at 39th Street)New York, NYCity AgencyOffice Lease
445 Park Avenue (at 57th Street)New York, NYInsurance CompanyLong-Term Financing
425 Park Avenue (at 56th Street)New York, NYBank & Insurance CompanyShort- & Long-Term Financing
425 Park Avenue (at 56th Street)New York, NYPrivateRestructuring & Ground Lease
425 Park Avenue (at 56th Street)New York, NYPension FundSale of Leased Fee Position
720 Fifth Avenue (at 56th Street)New York, NYPrivateGround Lease
14 Penn Plaza (225 West 34th Street)New York, NYPrivateAcquisition & Short-Term Financing
7 Bryant Park (at 40th Street)New York, NYPrivate FundGround Lease
1245 Broadway (at 31st Street)New York, NYPrivate & International Public CompanyGround Lease
1201 New York AvenueWashington, DCManaged FundSale of B-Note of CMBS
One Williams SquareDallas, TXPension & Insurance CompanyRestructuring
First Union Bank BranchesNC, GA, FLPension, Insurance Company, & CorporateSale-Leaseback
AT&T Town PavilionKansas City, MOInsurance CompanyFinancing, Master Lease, & Advisory
Bank of America Operations CenterOrange County, CACorporateSale-Leaseback
Trans Texas TowerDallas, TXPension & BankConstruction & Long-Term Financing
Interstate TowerCharlotte, NCPension, Bank, & PrivateConstruction & Long-Term Financing
Hoechst Biomedical FacilitySan Jose, CAOffshore FundAcquisition
St. Clair PlaceChicago, ILBankRe-Use Analysis & Sale
Station PlazaStamford, CTOffshore PrivateLong-Term Financing
One Tryon CenterCharlotte, NCPension & Private EquityAcquisition & Long-Term Financing
Dekalb Technology Center (Phase II)Atlanta, GAInvestment FundSale
 
Residential, Assisted Living, Institutional & Private Club Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
The Cathedral Church of St. John the DivineNew York, NYPrivateGround Lease (North Site)
The Cathedral Church of St. John the DivineNew York, NYInsurance CompanyLong-Term Financing (North Site)
The Cathedral Church of St. John the DivineNew York, NYPrivateSale of Leased Fee Interest (North Site)
The Cathedral Church of St. John the DivineNew York, NYPublic REITGround Lease (Southeast Site)
The Cathedral Church of St. John the DivineNew York, NYPublic REITSale of Leased Fee Interest (Southeast Site)
The Cathedral Church of St. John the DivineNew York, NYPublic REIT & BankLong-Term Financing (Southeast Site)
Princeton UniversityPrinceton, NJPublic REITGround Lease
Princeton UniversityPrinceton, NJUniversityThird-Party Fee Development (Graduate Student)
Princeton UniversityPrinceton, NJUniversityThird-Party Fee Development (Faculty)
The River ClubNew York, NYPrivateLong-Term Lease
The Cedars of Chapel Hill (Phase I)Chapel Hill, NCPrivate Equity, Investment Fund, & BankEquity, Mezzanine, & Construction Financing
The Cedars of Chapel Hill (Phase II)Chapel Hill, NCBankConstruction Financing
Dara GardensKew Gardens Hills, NYPrivate EquityAcquisition & Redevelopment Financing
Bridges Assisted Living CommunitiesCTPrivate, REIT, & Credit CompanyEntity-Level Equity & Debt
Town PavilionsManchester, CTInsurance Company & Offshore BankConstruction Financing
Town ViewFishkill, NYPublic & Offshore BankConstruction Financing
Jefferson CreekDallas, TXPension Fund & BankConstruction Financing
Heron LakeNaples, FLOffshore FundConstruction Financing
The Dermot CompanyNew York, NYUniversity EndowmentStabilized Housing Capital Program
 
Retail Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
Berlin Circle PlazaBerlin, NJInsurance CompanyLong-Term Financing
Memorial BendAtlanta, GAInsurance CompanyLong-Term Financing
Nanuet MallNanuet, NYInsurance CompanyLong-Term Financing
Eastland CenterDetroit, MICMBSLong-Term Financing
 
Hotel & Resort Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
Westin Savannah Harbor ResortSavannah, GACorporate, Hotel Company, & CMBSConstruction & Long-Term Debt & Equity
Pier 66 Hotel & MarinaFt. Lauderdale, FLPension FundSale
Pier 66 Hotel & MarinaFt. Lauderdale, FLPrivate EquityAcquisition
Sonoma Mission InnSonoma, CABankAcquisition & Long-Term Financing
Hyatt HotelWinston-Salem, NCInsurance Company & BankLong-Term Financing
Sheraton Crest HotelAustin, TXSeller, Bank, & Corporate EquityLong-Term Financing
Hilton Garden InnChicago, ILPrivate Equity & Credit CompanyConstruction Debt & Equity
Hilton Garden InnAlpharetta, GAREIT, Hotel Company, & BankConstruction Debt & Pre-Sale
Hilton Garden InnDenver, COPrivate Equity & BankConstruction Financing & Pre-Sale
Hilton Garden InnColorado Springs, COPrivate Equity & BankConstruction Financing & Pre-Sale
Hilton Garden InnAlbany, NYREIT, Hotel Company, & BankConstruction Financing & Pre-Sale
Hilton Garden InnRaleigh-Durham, NCREIT, Hotel Company, & BankConstruction Financing & Pre-Sale
Hardin CapitalUSAOpportunity FundEntity-Level Financing
 
Mixed-Use Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
Ballantyne Corporate ParkCharlotte, NCInvestment FundSale of Entire Park
Gibson Guitar FacilitiesNashville, TN, Bozeman, MT, Elgin, ILPublic REITSale
Gibson Guitar FacilitiesNashville, TN, Bozeman, MT, Elgin, ILInvestment FundSale-Leaseback
Potomac YardAlexandria/Arlington, VACorporateAcquisition of Entire Park
Las ColinasIrving, TXPension FundEquity Subject to Corp. Restructuring (Entire Company)
AT&T Grassmere ParkNashville, TNInsurance, Corporate, & DeveloperRefinancing & Sale
Office & Hilton Hotel at Short HillsShort Hills, NJOffshore PublicAcquisition
San Jacinto Center & Four Seasons HotelAustin, TXPension Fund & BankFinancing
Woodmont Retail & OfficeFort Worth, TXInsuranceCorporate Restructuring
Southland Center & Sheraton HotelDallas, TXOffshore PrivateSale
 
Self-Storage & Industrial Properties
TRANSACTIONMARKETCAPITAL SOURCERESULT
Stor-All Ltd.FL, GA, CO, NCPension FundEntity-Level Equity
Neodata Subscription CenterLouisville, COREIT & Insurance CompanySale-Leaseback
Consolidated Coca-Cola PlantCharlotte, NCBank & Corporate EquitySale-Leaseback
Levi Strauss Factory PortfolioSouthwest USACorporateAdaptive Re-Use & Sale
 
Advisory Assignments
TRANSACTIONMARKETCAPITAL SOURCERESULT
Princeton UniversityPrinceton, NJNot ApplicableDvpt. of Graduate Student, Faculty and Staff Housing
Drexel UniversityPhiladelphia, PANot ApplicableDevelopment of Student Housing
Goelet, LLCNew York, NYNot ApplicableConsolidation of Fee & Leasehold Interests
Milliken & CompanyNew York, NYNot ApplicableProject Management & Ground Lease Structuring
Valeray Real Estate CompanyNew York, NYNot ApplicableRezoning & Development Strategy
British Property InvestmentUnited KingdomNot ApplicableInvestment Strategy
Shanghai Property InvestmentChinaNot ApplicableInvestment Strategy
AT&T Surplus Property PortfolioNationwideNot ApplicableDisposition Strategy
AT&T Corporate Center & USG BuildingChicago, ILNot ApplicableSubleasing Strategy
CSX/Conrail Headquarters BuildingPhiladelphia, PANot ApplicableRecapitalization Strategy
Prudential Hotel AcquisitionNew York, NYNot ApplicableInvestment Strategy
Dickerson GroupSoutheast USANot ApplicablePortfolio Review
DECK Realty GroupAtlanta, GANot ApplicableCorporate Expansion/Capitalization  Strategy
WEST*GROUPMcLean, VANot ApplicableCorporate Structuring
Leonori Retail CondominiumNew York, NYNot ApplicableOffshore Public Financing
Cisco SystemsCaliforniaNot ApplicableCapital Strategy