Experience

• • J.P. Morgan Asset Management in the refinancing of a loan for an apartment complex in Boca Raton, Florida.
  • J.P. Morgan Asset Management in the formation of a joint venture with Realterm Logistics and the acquisition of a 7-property portfolio of truck terminals located in 6 states across the United States.
  • J.P. Morgan Asset Management in the financing of a portfolio of single-family rental communities in GA.
  • J.P. Morgan Asset Management in the sale of Montrose Collective in Houston, TX.
  • J.P. Morgan Asset Management in the acquisition of a self-storage property in San Francisco, CA.
  • J.P. Morgan Asset Management in the acquisition of a self-storage property in Revere, MA.
  • J.P. Morgan Asset Management in the acquisition of self-storage property in Tulsa, OK.
  • A non-traded REIT in the acquisition of a residential community in Oswego, IL.
  • A non-traded REIT in the acquisition of an industrial property located in Hempstead, NY.
  • A non-traded REIT in the acquisition and leaseback of a portfolio of properties used for school bus parking.
  • A non-traded REIT in the acquisition of a portfolio of industrial assets in and around Dallas, TX.
  • J.P. Morgan Asset Management in the acquisition of a single-family rental development in Phoenix, AZ.
  • Carlyle in the origination of a construction loan for a residential development project in Brooklyn, NY.
  • Carlyle in the origination of a construction loan for a mixed-use development project in Hialeah, FL.
  • An investor in an equity investment in a parking operator.
  • J.P. Morgan Asset Management in the acquisition of a self-storage facility in Mesquite, TX.
  • J.P. Morgan Asset Management in the acquisition of a self-storage facility in Fort Worth, TX.
  • Mitsui in its approximately $1 billion investment in a low-carbon ammonia production project at the Blue Point facility in Ascension Parish, LA.
  • J.P. Morgan Asset Management in the refinancing of a retail shopping center in Alexandria, VA.
  • Clayton, Dubilier & Rice in its strategic partnership with Elevance Health, bringing together assets of Elevance’s Carelon Health and CD&R portfolio companies, apree health and Millennium Physician Group, in a transaction valued at approximately $4 billion.
  • TPG in its acquisition of Classic Collision, a leading national collision repair multi-site operator.
  • Carlyle in the origination of construction loans and obtaining warehouse, repo and note-on-note financings in multiple programmatic joint ventures with Slate Property Group.
  • J.P. Morgan Asset Management in phased closings and acquisition financings for the purchase and development of multiple portfolios of high-end townhomes and single-family homes being developed in West Florida.