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.
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.
Lawyers
Practice head
The lawyer(s) leading their teams.
Andrew Epstein, Jason Myers, Kathleen Werner