Client names and specific party identifications have been omitted from the below Representative Transactions List. A detailed private list is maintained for conflict purposes. The below transactions included parties from national companies such as Jack In The Box, Lowe's, Home Depot, Walgreen's, Children's World, Head Start, La Petite Academy, Les Schwab Tires, Taco Bell, Sleep Train, Men's Wearhouse, Quizno's, McDonalds, Payless, 99 Cent Stores, Target, Best Buy, Sav On, Little Caesar's, IHOP, Food 4 Less, Raplh's, Krispy Kreme, Office Max, Bank of America, Starbucks, Tully's Coffee, PGA Tour, Tires Plus, El Pollo Loco, Cost Plus, and Blockbuster.
| I. | |
| II. | PURCHASE AND SALE AGREEMENTS |
| III. | BUSINESS ENTITY FORMATIONS |
| IV. | CC&R'S |
| V. | OTHER TRANSACTIONS |
| VI. | |
| VII. | PROJECT MANAGEMENT |
I. LEASING Back to Top
Transaction |
Reviewed and supervised counsel for corporate office lease, Carlsbad, CA |
Drafted and negotiated Jack In The Box shopping center ground lease, Temecula, CA |
Drafted and negotiated Jack In The Box retail restaurant leases in Sacramento, CA and Austin, TX and associated sale-leaseback transaction |
Drafted and negotiated retail leases for tenants at Canyon Springs Shopping Center, Moreno Valley, CA |
Drafted and negotiated shopping center retail lease for retail wine cellar, Rancho Santa Fe, CA |
Drafted and negotiated retail lease for fitness center, Del Mar, CA |
Drafted and negotiated retail and shopping center lease related agreements including lease amendments, lease assignments, sublease consents, estoppels, landlord waivers, and SNDAs. |
Drafted and negotiated childcare center lease (Headstart); Portland, OR |
Drafted and negotiated childcare center lease (Headstart); Beaverton, OR |
Drafted and negotiated childcare center lease (Headstart); Cheyenne, WY |
Drafted and negotiated mattress store retail lease; Colorado Springs, CO |
Drafted and negotiated shopping center retail lease (Men’s Wearhouse); Albuquerque, NM |
Drafted and negotiated retail shopping center lease (Sleep Train); Modesto, CA |
Drafted retail shopping center lease (Pac Bell); Modesto, CA |
Drafted form shopping center retail shop lease; Modesto, CA |
Drafted and negotiated retail shopping center lease (Quizno’s); Riverside, CA |
Drafted 99Cent Store retail shopping center ground lease; Riverside, CA |
Drafted and negotiated retail shopping center lease (Payless); Murrietta, CA Target Center |
Drafted and negotiated comments to retail shopping center lease (Starbuck’s) |
Reviewed retail shopping center grocery store ground lease (Ralph’s) and prepared matrix re: Landlord’s obligations; CA |
Drafted comments and negotiated shopping center drug store ground lease (Sav On); Lakewood |
Drafted and negotiated retail shopping center ground lease amendment (McDonald’s) and shopping center CC&R amendment; Indio, CA |
Drafted comments and negotiated shopping center retail lease (Little Caesar’s) |
Revisions to shopping center grocery store ground lease (Food 4 Less) |
Drafted retail shopping center ground lease (IHOP) |
Drafted retail shopping center grocery store ground lease (Ralph’s) |
Drafted comments to retail shopping center restaurant lease LOI (Jack n’ the Box) |
Drafted and negotiated retail shopping center grocery store ground lease (Smart & Final) and master lease amendment; Santa Ana, CA |
Drafted comments to retail shopping center lease (Miry Collection) |
Drafted comments to retail shopping center ground lease (Cost Plus) |
Drafted comments to Krikorian Theater ground lease |
Drafted retail shopping center restaurant ground lease (Taco Bell); Reno, NV |
Drafted retail shopping center restaurant ground lease (Krispy Kreme); Reno |
Drafted and negotiated retail shopping center restaurant ground lease (Mimi’s Café); Reno |
Reviewed all shopping center leases for a large retail strip mall and prepared matrix re: relevant lease provisions; Reno |
Drafted comments to Post Office lease; Santa Ana, CA |
Drafted retail shopping center drug store ground lease (Sav On); Newport Beach, CA |
Drafted retail shopping center ground lease amendment (Office Max) |
Drafted and negotiated retail shopping center coffee shop lease (Tully’s Coffee); Lake Forest, CA |
Drafted and negotiated retail shopping center shop lease (Elite Cleaner’s) |
Drafted and negotiated retail shopping center shop lease (Starline Nails) |
Drafted and negotiated retail shopping center restaurant ground lease El Pollo Loco, Lake Forest, CA |
Drafted and negotiated retail shopping center restaurant lease (Quizno’s) |
Drafted retail shopping center ground lease (Bank of America), Las Vegas, NV |
Drafted comments to retail shopping center shop lease (Blockbuster) |
Drafted retail shopping center ground lease (Terrible Herb’s Gas Station) |
Negotiated revisions to retail shopping center grocery store lease (Lucky’s) |
Revisions to retail shopping center drug store ground lease (Sav On) |
Drafted retail shopping center drug store lease (Walgreen’s) |
Drafted shopping center wrap lease and subordinated ground lease |
Drafted retail shopping center form lease |
Drafted retail shopping center subordinated ground lease |
Drafted retail shopping center lease amendment (Pants Plus) |
Drafted and negotiated retail shopping center restaurant ground lease (Bucca di Beppo) |
II. PURCHASE AND SALE AGREEMENTS Back to Top
Drafted and negotiated apartment building purchase and sale agreement; reviewed and negotiated title commitment; and closed acquisition of The Turn Apartment complex, Phoenix, AZ. |
Drafted and negotiated apartment building purchase and sale agreement, reviewed and negotiated title commitment, for large apartment complex, Moreno Valley, CA |
Drafted and negotiated apartment building purchase and sale agreement, reviewed and negotiated title commitment, and closed acquisition of Highland Apartment complex, San Marcos, CA |
Drafted and negotiated apartment building purchase and sale agreement, reviewed and negotiated title commitment, and closed acquisition of The Palm Trails Apartment complex, Chandler, AZ |
Drafted and negotiated apartment building purchase and sale agreement for large apartment complex, Fresno, CA |
Drafted and negotiated apartment building purchase and sale agreement, reviewed and negotiated title commitment, and closed acquisition of The Turn Apartment complex, Phoenix, AZ |
Negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, and closed acquisition of Copper Palms and Copper Sands Apartment complex in Las Vegas, NV |
Drafted and negotiated raw land purchase and sale agreement and reviewed and negotiated title commitment, closed disposition of raw land parcel to Biltmore Holdings, Carlsbad, CA |
Drafted and negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, and closed acquisition of The Contadora apartment complex, Corona, CA |
Prepared residential purchase agreement, provided disclosures and closed escrow for private residence. |
Acquisition of Snoqualmie Ridge Golf Club, King County, WA; supervised outside counsel in negotiation of golf course purchase and sale agreement, and loan documents, performed due diligence, title review and closed golf course acquisition. Conducted in under 30 days. |
Negotiation of golf course purchase and sale agreement for BlackStone Country Club, Aurora, CO. Supervised outside counsel. Performed due diligence and title review; assisted in negotiation of water agreements and participated in municipal hearings and negotiations. |
Negotiation of golf course purchase and sale agreement for acquisition of “Pradera Golf Club,” Parker County, CO; supervised outside counsel in negotiation of purchase agreement, and loan documents, performed due diligence, title review and closed golf course acquisition. Conducted in under 45 days. |
Acquisition of “Whitney Oaks Golf Course,” Placer County, CA; negotiation of loan documents, title review, preparation of lender’s opinion letter, performed due diligence and closed golf course acquisition. |
Acquisition of “The Pinery Golf Course,” Douglas, CO; negotiation of loan documents, preparation of lender’s opinion letter, performed due diligence, title review and closed golf course acquisition. |
Supervised multiple residential lot and home sale transactions for Redlands Mesa Golf Community, Grand Junction, CO |
Drafted and negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, for large apartment complex, San Diego, CA |
Drafted and negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, for large apartment complex in Escondido, CA for condo conversion. |
Drafted and negotiated purchase and sale agreement for acquisition of industrial property in Anaheim, CA |
Drafted and negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, and closed acquisition of apartment complex in San Diego, CA for condo conversion. |
Prepared residential purchase agreement, provided disclosures and closed escrow for private residence. |
Drafted and negotiated apartment building purchase and sale agreement reviewed and negotiated title commitment, and closed acquisition of apartment complex in San Diego, CA for condo conversion. |
Drafted and negotiated apartment building purchase and sale agreement for apartment complex for condo conversion, Tarzana, CA |
Drafted and negotiated purchase and sale agreement for resort property, San Diego, CA |
Negotiated purchase and sale agreement, reviewed, negotiated title commitment, and closed disposition of industrial property, in San Diego, CA to condo developer |
Drafted and negotiated retail shopping center sale leaseback of Starbucks locations in Tennessee and North Carolina |
Drafted and negotiated purchase and sale agreement and closed sale of 160 acre raw land parcel in Chula Vista, CA |
Drafted and negotiated purchase and sale agreement for raw land parcel for residential development, La Mesa, CA |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (Children’s World); Elk Grove Village, IL; |
Drafted and negotiated purchase and sale agreement and closed acquisition of a $13MM four property grocery store portfolio; CA and OR. |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building; Englewood, CO; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Jupiter, FL; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building; Duncanville, TX; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (Children’s World); Austin, TX; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Huntsville, AL; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building; Valdosta, GA; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building; Jacksonville, FL; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (Children’s World); Arlington, TX; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Colleyville, TX; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Martinez, GA; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (Children’s World); Houston, TX; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Watagua, TX; |
Drafted and negotiated bulk sale of 27 daycare facilities in five states. |
Drafted and negotiated purchase and sale agreement, reviewed and negotiated title commitment and closed sale of child care center building (Children’s World); Brooklyn Park, MN; |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (La Petite Academy); Maple Grove, MN |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building (Children’s World); Tallahassee, FL; |
Drafted and negotiated restaurant building purchase and sale agreement of (Taco Bell); Norfolk, VA; |
Negotiated purchase and sale agreement, reviewed and negotiated title commitment and closed purchase and development transaction for Blinds To Go; Lake Brandon, FL |
Drafted and negotiated purchase and sale agreement and closed sale of child care center building(La Petite Academy); Brooklyn Park, MN |
Drafted and negotiated purchase and sale agreement and closed purchase of raw land for Splish Splash Waterpark addition; Riverhead, NY. |
Negotiated purchase and sale agreement, reviewed and negotiated title commitment and closed four development transactions for the acquisition, development and lease of Tires Plus Stores in IN, GA, and FL. |
Drafted and negotiated purchase and sale agreement and closed sale of restaurant building (Taco Bell); Tustin, CA |
Drafted comments and negotiated purchase and sale agreement for Buena Park Auto Center; title review and title opinion letter; analysis of development and disposition agreement. |
Drafted and negotiated retail shopping center bank lease with option to purchase; California Lowe’s Center |
Drafted and negotiated apartment building purchase and sale agreement for 161 unit apartment complex; title review and opinion letter, CA |
Drafted and negotiated apartment building purchase and sale agreement and closed acquisition for 38 unit apartment complex; conducted title review and opinion letter, CA |
Drafted Lowe’s purchase and sale agreement; Las Vegas |
Drafted purchase and sale agreement; Las Vegas |
Drafted option and purchase agreement |
III. BUSINESS ENTITY FORMATIONS Back to Top
Structured, negotiated and supervised formation of spec home construction joint venture LLC; preparation of general contractor’s contracts; negotiation of loan documents; Grand Junction, CO. |
Completed formation of 501(c)(3) non-profit corporation for charity foundation |
Formed real estate sales brokerage company; preparation of commission and listing agreements; Grand Junction, CO. |
Managed corporate entities of golf course ownership enterprise; Carlsbad, CA |
Prepared LP buy/sell agreement for real estate investment company |
Formation of multiple Delaware and California LLC’s for real estate investment company; preparation of LLC operating agreement; filed articles of organization and certificates of formation |
Formation of California subchapter S corporation; filed articles of incorporation and prepared of bylaws |
Prepared LLC operating agreement and private placement memorandum for apartment complex real estate investment company; filed articles of organization |
Prepared LLC operating agreement for real estate investment company; filed articles of organization |
Prepared LLC operating agreement for real estate investment and development company; filed articles of organization |
Prepared LLC operating agreement for real estate investment company; filed articles of organization |
Corporate formation; filed articles of incorporation; drafted bylaws; share issuance |
LLC formation; filed articles of organization; drafted operating agreement |
LLC formation; filed articles of organization; drafted operating agreement |
LLC and corporate formation associated with desert area resort; filed articles of organization ; filed articles of incorporation; drafted operating agreement and bylaws; share issuance |
Drafted restated and amended LLC operating agreement and articles of organization; Southern California Target Center |
Corporate formation; drafted shareholder agreement; loan agreement; lease assignment; bylaws; articles of incorporation; issued shares |
Drafted shopping center partnership dissolution and prepared subsequent co-tenancy agreement |
Reviewed LLC documents and drafted opinion letter |
Corporate dissolution; filed certificate of dissolution |
Prepared issuance of shares and S corp election |
Corporate dissolution; filed certificate of dissolution |
Corporate dissolution; filed certificate of dissolution; Grocery Store. |
Registered foreign LLC in California |
LLC dissolution; filed certificate of dissolution |
Corporate dissolution; filed certificate of dissolution. |
Corporate formation; drafted bylaws; filed articles of incorporation. |
LLC formation; drafted LLC operating agreement and filed articles of organization |
Corporate formation; filed articles of incorporation; share issuance, drafted bylaws. |
LLC dissolution; filed certificate of dissolution. |
IV. CC & R’S Back to Top
Drafted and negotiated retail shopping center CC&R amendment; Hacienda Plaza |
CC&R Amendment |
Drafted retail shopping center CC&R’s; Southtowne Crossing |
Drafted retail shopping center CC&R’s; Las Vegas |
Negotiated retail shopping center CC&R amendment and easement; Riverside |
Drafted retail shopping center CC&R Amendment; Chico, CA |
Drafted retail shopping center CC&R Amendment; Modesto, CA |
Drafted retail shopping center shopping center CC&R’s |
Prepared draft of retail shopping center CC&R’s; Riverside |
Prepared draft of retail shopping center CC&R’s; Las Vegas |
Prepared draft of CC&R’s for Prater & Sparks; Reno |
Drafted Special Land Use Restrictions; Las Vegas |
Drafted industrial center CC&R’s |
Drafted retail shopping center CC&R’s; Marina Shores, Long Beach |
Drafted retail shopping center CC&R’s; Downey, CA |
Prepared draft of retail shopping center CC&R’s |
V. OTHER TRANSACTIONS Back to Top
Prepared covenant agreement for right of way vacation, Grand Junction, CO |
Drafted and negotiated Boeing Classic Tournament Facilities Agreement with PGA Tour, Snoqualmie, WA |
Prepared development management consulting agreement. |
Drafted and negotiated general contract for construction of pool facility, Snoqualmie, WA |
Reviewed and negotiated equipment leases |
| Prepared construction consulting agreement. |
Drafted and negotiated joint venture, general contractor and sub-contractor’s agreements, Grand Junction, CO |
Negotiated construction loan agreement, Grand Junction, CO |
Reviewed loan documents for 161 unit apartment complex purchase |
Drafted reciprocal wills and family trust |
Drafted reciprocal wills and family trust |
Drafted and negotiated development agreement for retail shopping center credit union; Southern CA Lowe’s Center |
Performed patent search |
Prepared first draft of development agreement for retail shopping center bank lease; Reno |
Prepared first draft of retail shopping center development agreement for Les Schwab lease; Reno |
Drafted retail shopping center development agreement |
Drafted retail shopping center development agreement; Las Vegas |
Drafted and negotiated business buy/sell agreement |
Drafted CEO employment agreement |
Drafted points and authorities to Orange County Planning Department in opposition to zoning code amendment and environmental impact report; re: North Tustin Specific Plan Zone Change Application |
Review and analysis of zone change application, CEQA litigation procedures and environmental impact report |
Reviewed and analyzed title report |
Drafted license agreement |
Reviewed loan documents and opinion letter re: same |
Reviewed preliminary title report and memo re: same |
Revisions to site development agreement; Murrietta Target |
Drafted easement; reviewed and analyzed title report |
Loan Doc review and opinion letter |
VI. LITIGATION Back to Top
Supervised outside counsel in miscellaneous settlement agreements, insurance claims and contract disputes |
Negotiated settlement agreement for breach of lease; $175,000 recovery. |
Negotiated settlement for breach of contract claim |
Drafted mediation brief |
Document review and production |
Drafted special interrogatory responses |
Drafted request for production |
Drafted form and special interrogatories |
Drafted demurrer opposition |
Drafted complaint for breach of oral lease agreement |
Drafted application for writ of mandate |
Drafted ex parte application & attended hearing; |
Attended bankruptcy meeting of creditors |
Attended OSC re: dismissal hearing |
Interviewed witness and drafted letter to State Medical Board |
Attended CMC hearing at LA Superior |
Attended CMC hearing at LA Superior |
Attended CMC hearing at Riverside Superior |
Drafted reply brief to motion to compel; Orange County Superior |
Drafted and argued motion to compel in |
Drafted request for production |
Reviewed discovery responses, drafted meet & confer letter |
Drafted and argued motion to compel |
Drafted and argued demurrer opposition |
Drafted and argued ex parte opposition |
Drafted P & A in opposition to request for sanctions |
Drafted responses to special interrogatories & requests for production |
Drafted and argued opposition at hearing on appointment of referee and belated designation of expert witness |
Drafted demurrer to cross-complaint |
Attended ex parte hearing |
Drafted second amended complaint |
Drafted and argued ex parte application |
Drafted oppositions to four separate demurrers and one motion to strike |
Drafted motion to compel |
Drafted ex parte application and motions to compel requests for production, special interrogatories, form interrogatories |
Drafted mediation brief |
Drafted motion to amend complaint |
Attended OSC re: dismissal at LA Superior |
Drafted objection to notice of trial |
Attended probate hearing |
Drafted probate spousal set aside petition |
Drafted stipulated protective order |
Drafted objections to deposition notice |
Drafted motions to compel further responses to requests for admissions and form interrogatories |
Argued motion to compel at discovery referee hearing |
Drafted and argued motions to compel further responses to request for admissions, form interrogatories and special interrogatories |
Drafted and argued motion to compel production of documents and subpoena compliance |
Prepared litigation budget |
Drafted form interrogatories and request for production |
Drafted requests for admissions, production, special and form interrogatories |
Drafted motion to dissolve restraining order |
Drafted and argued parte application; motion for sanctions; discovery stipulation |
Drafted responses to requests for production |
Drafted special interrogatory responses |
Drafted request for admissions and special interrogatories |
Argued demurrer |
Attended case management conference |
Drafted and argued motions to compel; motion to quash; motion for protective order |
Memo re: bifurcation of trial and corporate alter ego doctrine |
Drafted and argued motion to compel |
Drafted stipulated protective order |
Drafted and argued opposition to demurrer |
Drafted special interrogatory and request for admission responses |
Drafted motion to quash subpoena |
Drafted business records subpoena |
Drafted supplemental responses to special interrogatories |
Drafted amended complaint |
Drafted supplemental responses to request for production |
Argued demurrer |
Drafted and argued motion to quash business records subpoena |
Drafted request for production responses |
Drafted meet and confer re: business records subpoena |
Drafted opposition to TRO |
Drafted responses to special interrogatories |
Drafted special interrogatories, form interrogatories, and requests for admissions. |
Drafted responses to form interrogatories, special interrogatories, and requests for production |
Drafted and obtained motion for assignment order |
Drafted motion and obtained writ of execution |
Attended status conference |
Drafted motion to withdraw |
Drafted and negotiated comments to settlement agreement |
Drafted and argued opposition to ex parte application |
Drafted and argued motion to disqualify and ex parte application |
Drafted and argued opposition to motion to compel |
Drafted and argued ex parte opposition |
Drafted and argued ex parte application |
Drafted discovery stipulation |
Drafted request for production |
Drafted and argued opposition to demurrer |
Drafted motion for appointment of receiver |
Drafted demurrer opposition |
Drafted motion to compel discovery |
Attended case management conference |
Drafted requests for admissions, special interrogatories, and form interrogatories |
Drafted request for production |
Took Dr.’s deposition |
Reviewed settlement release and memo re: same |
Reviewed demand letter on special assessments and CAM expenses; memo re: same |
VII. PROJECT MANAGEMENT Back to Top
Managed brokerage sales center and assisted in development activities for Redlands Mesa Golf Course Community, a 400 lot golf course community in Grand Junction, CO. |
Supervised planning, design and construction of country club aquatics complex, snack bar, and practice facility at the Snoqualmie Ridge Country Club, Snoqualmie, WA. Design through construction completed in under nine months. |
Supervised design and preconstruction of Whitney Oaks Golf Course clubhouse expansion in Rocklin, CA. Project on withdrawn. |
Assisted in supervision of clubhouse construction at The Pinery Country Club, Parker, CO. |
Project Manager for “The Cove,” a 450 lot residential development in San Jacinto, CA. |
Project Manager for “Stone Harbor,” a 200 lot residential development in Riverside, CA. |
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