| Client/Company |
Business |
Transaction |
|
AIMCO (Denver, CO) |
REIT engaged in the ownership, acquisition, development, expansion, and management of multi-family apartment properties |
$43 million apartment portfolio sold to Archol Group (Irving, TX) |
|
Alexandria Real Estate Trust (Pasadena, CA) |
A public REIT owning office and lab facilities. |
$33 million private placement of common stock. |
|
Alternative Living Services (Chicago, IL) |
Group of retirement centers. |
$85,800,000 initial public offering of common stock. |
|
Apartment Investment & Management Co. (Denver, CO) |
REIT engaged in the ownership, acquisition, development, expansion, and management of multi-family apartment properties. |
$25 million assisted living portfolio sold to Brookdale Living Communities (Chicago, IL) |
|
Bluegreen Corporation (Boca Raton, FL) |
Land developer & timeshare company. |
$110 million lead managed issuance of subordinate debt. |
|
Bridgestreet Accomodations Corporation (Cleveland, OH) |
Provider of corporate full service accomodations. |
$27,065,250 initial public offering of common stock |
|
Cardinal Capital Partners (Dallas, TX) |
A private real estate company. |
Five credit tenant lease transactions totaling $285 million for tenants including Circuit City, CarMax and Black & Veatch. |
|
Corporate Office Properties (Columbia, MD) |
A NYSE office REIT owing property in and near D.C. |
$79 million lead managed stock offering.$35 million lead managed preferred stock offering. |
The Ferchill Group
(Cleveland, OH)
|
Real Estate developer and manager. |
Represented the Ferchill Group in the sale of a $31.5 million Research and Development office property to the Inland Group. |
|
Forest City Enterprises Inc. (Cleveland, OH) |
A diversified real estate owner and developer. |
$125,710,000 follow-on offering of common stock. |
|
Forest City Enterprises Inc. (Cleveland, OH) |
A diversified real estate owner and developer. |
$82,110,000 follow-on offering of common stock. |
|
Forest City Enterprises Inc. (Cleveland, OH) |
A diversified real estate owner and developer. |
$56 million common stock offering, sole placement agent. |
|
Forest City Enterprises Inc. (Cleveland, OH) |
Real estate developers. |
$55,875,000 follow-on offering of common stock |
|
Franz Klammer Lodge (Telluride, CO) |
The first private residence club in Telluride, Colorado. |
$28 million of private equity and sub-debt to construct the club and market the intervals. |
Giltz & Associates LLC
(Canton, OH)
|
Real Estate developer and manager. |
Represented Giltz in the Exchange of a $130 million retail portfolio for Operating Partnership Units in Cedar Shopping Centers Inc. |
Giltz & Associates LLC
(Canton, OH) |
Real Estate developer and manager. |
$25,000,000 joint venture equity for retail development |
|
Glimcher Realty Trust (Columbus, OH) |
A NYSE real estate company owning regional shopping malls. |
$88 million lead managed common stock offering and $62 million lead managed preferred stock offering. |
|
Mariner Group (Fort Myers, FL) |
Resort owner. |
$45 million lead placement agent of convertible subordinated debt. |
|
Pepper Tree Resorts (Ashville, NC) |
Timeshare developer. |
$112 million sale to Equivest Corporation. |
|
Ramco-Gershenson Property Trust (Farmington Hills, MI) |
A public REIT owning community shopping centers in the Midwest. |
$25 million lead managed preferred stock offering.$55 million lead managed common stock offering. |
Regency Commercial Associates LLC
(Evansville, IN)
|
Real Estate developer and manager. |
Real Estate consulting |
|
Signature Inns, Inc. (Indianapolis, IN) |
Owner and operator of hotels |
Sold to: Jameson Inns, Inc. (Nashville, TN) |
|
The Dana Corp. (Findlay, OH) |
Owner of Diamond Savings and Loan. |
$85 million securitization of beach condominium mortgages. |
|
The Inland Group (Chicago, IL) |
A private and public real estate company. |
Seven Credit Tenant Lease transactions totaling $420 million for retailers including Wal-Mart and Circuit City. |
|
Townsend Capital (Towson, MD) |
A private owner and developer of real estate. |
$111 million bond lease transaction for Lucent Technologies, Denver, Colorado Research Center. |
|
Westgate Resorts LLC (Orlando, FL) |
Largest private timeshare developer in the U.S. |
Six consecutive transactions totaling $325 million of timeshare securitized debt placed with insurance companies. |
Weston, Inc.
(Solon, OH) |
Commercial real estate developer and manager. |
$30,000,000 joint venture equity for value add industrial |
