Lerner & Holmes PC specializes in commercial real estate and business transactions.
Our firm's practice is focused on real estate matters where a variety of legal disciplines come into play. In particular, our firm specializes in the investment activities of tax-exempt entities such as pension plans, universities and foundations. In that arena, Federal income tax and ERISA considerations must be reconciled with the client’s business objectives and the physical assets involved in the transaction. Our firm also has an active practice assisting entrepreneurs and developers in their capital-raising, acquisition, permitting, construction, leasing, and disposition activities. These transactions involve assets in major markets throughout the Commonwealth of Massachusetts as well as throughout the United States and in the Caribbean Basin, South America, and the United Kingdom.
Representative Clients and Transactions. We have represented a variety of institutions and entrepreneurs involved in the entire spectrum of real estate acquisition, development, investment, and ownership. While our client matters are strictly confidential, we have represented clients in connection with the following types of matters:
structuring of investment vehicles for individual and institutional investors to invest in direct real estate, equity joint ventures, participating debt and ground leases;
structuring of tax-exempt investments in land development transactions and parking garage, hotel, and "for sale" properties;
structuring, negotiating and closing real estate investments, including acquisitions, joint ventures and loans;
restructurings, workouts of debt and equity investment structures, and default resolution;
tax, ERISA and investment advisory aspects of debt and equity investments in real estate;
recapitalization transactions involving taxable and tax-exempt entities;
urban land disposition and ground lease transactions;
acquisition, development, financing, management, leasing and disposition of properties nationwide and overseas;
asset management issues, including leasing, service contracts and dispositions;
investment and real estate due diligence; and
Massachusetts law advice on behalf of out-of-state attorneys and investors.