Using state and federal historic rehabilitation credits and New Markets Tax Credits (NMTC) to drive transactions to conclusion, Joe has developed a nationwide practice in real estate.
Managing complex transactions from Hawaii to Connecticut, Joe works with developers, lenders, bridge lenders, syndicators, community development entities and investors to develop and redevelop office and retail properties, community facilities, hotels and factories. Joe values knowing that he can make a difference for clients and communities in need by using tax credits to foster development in low-income areas.
From the initial structuring to the negotiation of business and legal issues, Joe handles all facets of transactions. He also manages post-closing issues and ongoing tax credit compliance requirements.
Joe’s work imparts him with a thorough understanding of the National Park Service’s regulations and approvals process and of the Treasury Department’s Community Development Financial Institutions Fund. His wide-ranging experience throughout the United States provides invaluable insight and perspective to all his clients.
In addition, Joe is on the forefront of evaluating the recently established federal opportunity zone program and its utility to clients. To this end, Joe has spoken on opportunity zones in San Diego, Washington D.C., New Orleans, and Austin (upcoming Oct. 2018).
Joe’s thoughtful leadership helps clients achieve their goals of maximizing both tax benefits and investment returns.