My clients include for-profit and nonprofit real estate developers, investors, lenders and governmental agencies. I provide guidance to them regarding real estate financing related issues involving conventional debt, tax credit syndication, tax-exempt bonds, tax increment financing, and a variety of affordable housing loan and grant programs administered by federal and state governments. I have a special focus on low-income housing tax credits, historic rehabilitation tax credits, and new markets tax credits.
My approach on each project is simple: first I listen to my client to understand its business or mission-driven objectives, and then I use that information to create a legal and business strategy to most efficiently achieve those objectives while protecting its legal interests. While I always focus on the most current particular investment terms, debt terms, or tax issues that can impact a project, I also always keep in mind how a particular issue can impact the overall long term financial success of my client.
In name I am a tax attorney, but what I really do is help make affordable housing and historic rehabilitation projects, which are essentially impossible to complete using conventional financing, a reality, by finding creative financing sources and solutions. I view my role as doing much more than simply getting your deal documented and closed. My clients rely on me to provide various types of other services, including the following: identifying and formulating solutions to all types of legal, underwriting, general business and tax risks; handling all types of real estate, zoning, and permitting issues, analyzing and solving complex tax problems, providing a full range of federal and state tax advice; handling work-out situations; obtaining and qualifying projects for all types of capital, rental, or operating assistance programs, managing relationships with investors lenders, and other parties, and acting as a source of business opportunities by introducing our clients to potential business opportunities.
The honest, candid relationships I have with my clients allow me to understand exactly what they need, so together we can tailor each project to the client and the specific deal. In addition, my deep, long term relationships with debt providers, equity providers, agencies, contractors and other professionals play a major role in achieving the desired outcome for my clients.
Honors & Awards
Attorney of the Year
Minnesota Lawyer, 2016
Up & Coming Attorney
Minnesota Lawyer, 2009
Associations & Memberships
Minnesota Housing Partnership
Board of Directors, 2009-2017
American Bar Association
Affordable Housing & Community Development Law Forum
Member of the Tax Credits & Equity Financing Committee, American Bar Association
Minnesota State Bar Association
Real Property Section