Asset Management

Consulting Projects

• Family Estate

  • Marketing and sale of a full-service bed and breakfast in Key West, Florida
  • Review and settlement of property tax assessment for land in Florida
  • Review and settlement of property investment in California
  • Rezoning and sale of investment parcel in Atlanta, Georgia
  • US agent for investment parcel in Atlanta, Georgia

• Investment

  • Market study for German Institution (DIFA) for $100 million investment in commercial building
  • Construction oversight (DIFA) $1.0 million renovation of parking lot for US investment
  • Review and advisory service for distressed office building in Atlanta for German investors

Litigation Assistance

• Partnership

  • Resolution and settlement between two German-national partners; development in Oregon
  • Resolution and settlement between two German-national partners; development in Florida

Investment/Asset Management

• GATC (German American Trade Center)—Assistance in purchase of US headquarters

• Atlantic I—US Agent for private investment fund in triple-net credit tenant leases (Illinois & Florida)

• GbRM—US Agent for German family US investment fund (credit retail center in Georgia triple-net deal in Georgetown, Washington, DC)

• US Agent Reg S Funds

  • Eight investments including apartments, office buildings and land
  • One investment in office building
  • One investment in office building
  • Two investments in US apartments

• US Agent for Reg D Funds

• US Agent for Office building renovation and restructuring

• US Agent for US Fund—Deployment of $100 million—investment in apartments

• US Agent for Bank Owned Asset—Condo project in Atlanta, Georgia

Loan

• US Agent

  • Refinance an office building investment in Atlanta, Georgia ($3.0 million loan)
  • Refinance triple-net/credit retail property in Washington, DC ($1.2 million)
  • Refinance triple-net/credit AMC Theater in Warrenville, Illinois ($15.0 million)