Overview

Stephen is a transactional attorney who focuses on negotiating, documenting, and closing complex real estate joint venture and secured financing transactions. 

Stephen concentrates on a broad range of real estate assets, including residential, senior housing, hotel, medical office, office, life science, industrial, multifamily and mixed-use projects. His practice is focused on institutional and private clients, including pension funds, homebuilders, developers, major domestic and foreign banks, and other investment institutions. He also has experience structuring, negotiating, documenting, and closing the purchase and sale of office, industrial, multifamily, and mixed-use properties.   

Acquisition Transactions (And Related Financing) 

Represented a healthcare REIT in connection with the acquisition of a ten property portfolio of medical office buildings located in New York, Massachusetts, and Florida for an aggregate purchase price of $187 million, and negotiation of related acquisition financing and loan assumption. 

Represented a healthcare REIT in connection with the acquisition of a three property portfolio of medical office buildings located in Phoenix, Arizona for an aggregate purchase price of $36 million, and negotiation of related acquisition financing and loan assumption. 

Joint Venture Transactions 

Represented a healthcare REIT in connection with a joint venture to acquire and operate a rehabilitation hospital located in Chesterfield, Missouri. 

Represented a preferred equity investor in connection with a joint venture to acquire and renovate hotels located in Kansas City, Missouri and San Antonio, Texas. 

Experience

  • Represented an institutional lender in connection with a $13 million mezzanine loan secured by a membership interest in the mortgage borrower related to property located in San Francisco, California.

  • Represented an institutional lender in connection with a $35 million term loan secured by property located in Burbank, California.

  • Represented a healthcare REIT in connection with the acquisition of a three property portfolio of medical office buildings located in Phoenix, Arizona for an aggregate purchase price of $36 million, and negotiation of related acquisition financing and loan assumption.

  • Represented a healthcare REIT in connection with the acquisition of a ten property portfolio of medical office buildings located in New York, Massachusetts, and Florida for an aggregate purchase price of $187 million, and negotiation of related acquisition financing and loan assumption.

  • Represented a REIT in connection with a $10 million term loan secured by borrower's ground lease interest located in Long Beach, California.

  • Represented a REIT in connection with a $35 million term loan secured by property located in Burbank, California.

  • Represented a healthcare REIT in connection with a joint venture to acquire and operate a rehabilitation hospital located in Chesterfield, Missouri.

  • Represented a preferred equity investor in connection with a joint venture to acquire and renovate hotels located in Kansas City, Missouri and San Antonio, Texas.

Insights

Speaking Engagements

Awards & Affiliations

Professional Affiliations

State Bar of California

State Bar of Arizona (inactive)

Bar & Court Admissions

  • State Bar of California
  • State Bar of Arizona (inactive)

Education

J.D., University of Arizona, 1999

M.B.A., Eller Graduate School of Management, University of Arizona, 1999

B.A., University of California, Berkeley, 1994

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