Jonathan Stein provides sophisticated tax advice across a full range of commercial and real estate transactions.

Jonathan Stein

+1 212 878 5183
Jonathan Stein provides sophisticated tax advice across a full range of commercial and real estate transactions.

Representative Matters

Tax-Deferred Transaction for $250M Student Housing Investment

Representation of a real estate sponsor in connection with a tax-deferred transaction with sovereign wealth investor for $250 million investment in student housing assets.

$900M Portfolio Acquisition by Private REIT

Representation of European insurer in acquisition of $900 million portfolio of distribution centers and warehouses structured as a private REIT purchase.

$300M Investment in U.S. Real Estate Assets by Family Office

Representation of a foreign family office investor in connection with a $300 million investment in U.S. real estate assets.

Private Equity Fund $200M Debt Restructure

Representation of private equity fund in restructuring $200 million of debt for distressed portfolio company.

$250M Investment into Fund Management Vehicle

Representation of fund sponsor in connection with $250 million investment into fund management vehicle.

Private Equity Fund Formation

Private equity fund formation for real estate private equity fund focused on workforce and affordable housing assets.

Sale of Manufacturing Company to Financial Buyer

Representation of seller of manufacturing company to financial buyer in an asset sale.

WS Development Tax Structuring Seaport Development

Representation of WS Development in connection with tax structuring for the ongoing development of Boston’s Seaport District. The district includes more than 1.1 million square feet of mixed-use retail, office, multifamily, and condominium properties. Also represent WS in connection with joint venture formation and the associated tax structuring.

CrossHarbor Capital Partners Tax Advice

Representation of CrossHarbor Capital Partners in connection with joint ventures, acquisitions, dispositions, tax credits, and tax structuring matters related to their commercial real estate investments. Work with the client and their investors on a range of tax needs both within the U.S. and overseas.

Sale of $135M Office Property

Representation of the private owners of a media company in connection with the sale of a $135M office property in Washington D.C. to a REIT in a tax-deferred transaction.

Publicly-Traded Telecommunications Company

Representation of a publicly-trade telecommunications company providing communications and payment services around the world, providing counsel to the client in connection with tax-free spring-offs of corporate divestitures and dispositions within the United States and internationally.

Tax-Free 1031 Exchanges and Other Tax-Deferred Transactions

Representation of the buyers and sellers of real estate properties in negotiation of a variety of tax-free 1031 exchanges and other tax-deferred transactions.