Clifford Chance

Clifford Chance‘s REITs offering sits as part of its larger global financial markets practice and is led by finance experts Andrew Epstein, Jason Myers, and Kathleen Werner. Jay Bernstein is a well-respected REIT specialist focusing on the creation of innovative permeant capital vehicles and currently acts as senior counsel for the practice. Werner represents the firm’s bank clientele in M&A, while Epstein represents issuers, underwriters, and initial purchasers with public and private capital market transactions. Myers excels in advising public companies on corporate finance matters. The firm is also noted for its cross-border capabilities, with Jake Farquharson advising on domestic and international capital market transactions, M&A, and joint ventures. Lawyers are based in New York.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘Expertise in Real Estate and REITs, also very good knowledge of FIBRAs structure in Mexico. Cross-discipline help from other areas complements the practice. ’
‘Jake Farquharson is an amazing resource. He has strong knowledge about real estate, structuring, and finance, among others. But what stands out is his client relationships and service, he is always looking to provide sound advice, go the extra mile, and solve problems. ’
'Flexible and genuinely concerned about our issues.'
'Jeanne Roig-Irwin is attentive to our needs, in addition to being very knowledgeable about both the law and the market. She and her team are consistently responsive and eager to help us explore our goals and plans.'

Key clients

Apollo Global Management, Inc.
Goldman Sachs
Morgan Stanley
Cantor Silverstein Opportunity Zone Trust II, Inc.
Hannon Armstrong
Roc360 Real Estate Investment Trust
Corporate Property Associates 18 Incorporated
National Storage Affiliates (NSA)
Pacific Investment Management Company LLC (PIMCO)
Dream Asset Management
Grubb Properties
iStar inc.
Watermark Lodging Trust, Inc.
Kite Realty Group Trust
Bank of America
ReNew REIT LLC
Terravet Real Estate Solutions
CION Investment Corporation
Montecito Medical Real Estate
Claros Mortgage Trust Inc

Work highlights

Advising Apollo on a public continuous offering of shares of common stock of Apollo Realty Income Solutions ("ARIS"), a public non-traded REIT.
Represented Watermark Lodging Trust, Inc. a public hotel REIT, in the $3.8 billion sale of the company for cash to funds managed by Brookfield Asset management.
Advising Cantor on private continuous offering of shares of common stock (and restructuring) of Cantor Silverstein Opportunity Zone Trust II, Inc., a private REIT.

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