Education

• Baldwin Wallace University

  (B.A., magna cum laude, 1997)

• Case Western Reserve University Weatherhead School of Management

  (M.B.A., 2001)

• Case Western Reserve University School of Law

  (J.D., 2001)

Admissions

• State of Ohio

REPRESENTATIVE EXPERIENCE

• Representation of a low income housing developer in the substantial rehabilitation of two low income apartment properties with combined sources of funds totaling approximately $68 million and utilizing short term tax exempt housing bonds cash collateralized with HUD 221(d)(4) loans, along with 4% LIHTC, a LIHTC bridge loan, and a Ginnie Mae MBS.
• Representation of a nursing home operator and real estate owner in the simultaneous closing of a three-property site utilizing HUD 232 financing, accounts receivable financing, and mezzanine financing.
• Representation of a developer in a $30 million historic rehabilitation of a former industrial site to multifamily housing utilizing federal and state historic tax credits, port authority financing, construction financing and bridge financing.
• Representation of educational institution in the $56 million historic renovation for the adaptive reuse of campus building utilizing federal and state historic tax credits and publicly issued higher education facilities taxable revenue notes.
• Representation of a client in the acquisition of two separate office buildings, each utilizing CMBS acquisition financing totaling $52.5 million in the aggregate.
• Representation of a developer in a $22 million historic rehabilitation of a former industrial site to multifamily housing utilizing federal and state historic tax credits, a HUD 221(d) loan, bridge loan, and subordinate government debt.
• Regularly serve as local counsel for real estate and financing transactions involving Ohio borrowers, guarantors and/or real estate, including drafting of Ohio legal opinions in favor of lenders and/or tax credit equity investors.
• Represented a private equity fund in obtaining more than $36 million of taxable mortgage revenue bonds. This purchase was part of more than $101 million of conduit financing funded through bonds issued by the Cleveland-Cuyahoga County Port Authority to fund new construction in Westlake, Ohio.
• Representation of lenders in the negotiation, drafting, and modification of loan facilities for a wide variety of commercial loans, asset-based loans, and mortgage loans.
• Representation of lenders in commercial, asset-based, and real estate loan workouts and restructurings, including negotiation and documentation of forbearance and loan restructuring agreements, loan sale agreements, and deed-in-lieu of foreclosure arrangements.
• Representation of skilled nursing and assisted living facility owners and operators in negotiation and completion of acquisition financing for long-term care facilities.
• Representation of buyers and sellers in the acquisition and sale of commercial real estate properties, including office, industrial, and apartment complexes.
• Knowledgeable in Fannie Mae Guidelines and requirements for multifamily property lending, including representation of Fannie Mae DUS lenders in the documentation and closing of Fannie Mae multifamily loans.
• Experience in the HUD “transfer of physical assets” or TPA process.
• Experienced in New Market Tax Credit and Historic Tax Credit “unwind” transactions after completion of the relevant compliance period.

Client Alerts

• "The Multifamily Commercial Real Estate Owner and the Federal CARES Act," Ulmer & Berne LLP Client Alert (April 2020)
• "COVID-19 Recommendations for Real Estate," Ulmer & Berne LLP Client Alert (March 2020)

Publications

• “TIFs – A Development Tool Gaining Favor,” Cleveland Metropolitan Bar Journal (November 2021)

Presentations

• “What is Affordable Housing? (Resources, Organizations, and Challenges aka ‘Herding Cats,’” Cleveland Metropolitan Bar Association, Real Estate Law Institute (November 2021)
• “Primer on SWAPs: Making Interest Rates Interesting,” Cleveland Metropolitan Bar Association, Real Estate Law Institute (November 2020)
• “Navigating Borrowers Through the Looking-glass of CMBS Financing,” Cleveland Metropolitan Bar Association, Real Estate Law Institute (November 2017)
• “Sale and Purchase of Commercial Real Estate,” Ohio State Bar Association (April 2014; April 2013)
• “Disturbing Thoughts about Non-Disturbance Agreements,” Cleveland Metropolitan Bar Association, Real Estate Law Institute (November 2008)
• “Subprime Lending Guidance: The Statement on Subprime Mortgage Lending,” Ulmer & Berne Financial Law Resource (Fall 2007 Issue)
• “Reforging the Boilerplate: A Case Law Review of Standard Real Estate Contracts,” Association of Corporate Counsel, Central Ohio Chapter (May 2007)
• “Revised Article 9,” Purchasing Management Association of Cleveland (February 2003)

PROFESSIONAL AFFILIATIONS

• American Bar Association
• Ohio State Bar Association
• Cleveland Metropolitan Bar Association (Real Estate Law Institute Planning Committee, 2019 Chairperson; Member, 2017-present)
• Commercial Real Estate Women

COMMUNITY INVOLVEMENT

• Cleveland Bridge Builders (Class of 2007)

HONORS

• YWCA Women of Professional Excellence (2020)
• Named to The Best Lawyers in America, Banking and Finance Law; Real Estate Law (2018-2024)
• Named to the Ohio Super Lawyers Rising Stars list (2006; 2007; 2010; 2013)

• Ulmer Attorneys Recognized in The Best Lawyers in America® 2024 Report
• Ulmer Attorneys Recognized in The Best Lawyers in America© 2023 Report
• Ulmer Attorneys Recognized in The Best Lawyers in America© 2022 Report
• Ulmer Partner Kristin W. Boose Appointed to The Trust for Public Land Ohio Advisory Board
• COVID-19’s Impact on Commercial Real Estate Lending – Initial Observations
• Ulmer Announces Election of Three New Partners
• Best Lawyers® 2020: 60 Ulmer Attorneys Recognized, Two Partners Named “Lawyer of the Year”