|
June 07 |
HCP, Inc (NYSE: HCP)Financial advisory services in connection with the acquisition of Slough Estates USA, Inc
|
$2,900,000
|
|
March 07 |
Monmouth Real Estate Investment Corporation (NASDAQ: MNRTA) Financial advisory services in connection with a strategic merger with Monmouth Capital Corporation (NASDAQ:MONM)
|
$88,783
|
|
December 06 |
Holiday Retirement Corp. Rendered fairness opinion in connection to the sale to Fortress Investment Funds |
- |
|
December 06 |
Holiday Retirement Corp. Rendered fairness opinion in connection to the sale to Fortress Investment Funds |
- |
|
August 06 |
Rendered fairness opinion to Sizeler Property Investors, Inc. in connection to the pending merger with Revenue Properties Company Limited |
$420,200 |
|
May 06 |
Rendered fairness opinion to American Retirement Corp. in connection with the merger with Brookdale Senior Living Inc. |
$1,400,000 |
|
May 06 |
Rendered fairness opinion to HCP, Inc, Inc. in connection with the merger with CNL Retirement Properties, Inc. |
$5,300,000 |
|
April 06 |
Rendered fairness opinion to Covenant Care, LLC in connection with management buyout and merger |
$56,090 |
|
April 06 |
Rendered solvency opinion to Covenant Care, LLC in connection with recapitalization of company |
$57,000 |
|
April 06 |
Rendered fairness opinion to 5 target REITs in connection with the merger with Franklin Street Properties Corp. |
$234,700 |
|
December 05 |
Fairness Opinion to the Board of Directors of America First Apartment Investors, Inc. in connection with the acquisition of the property management company |
$11,400 |
|
October 05 |
Rendered fairness opinion to Tower Investors, Inc. in connection with refinancing/restructuring of Marathon Oil office tower in Houston |
$75,000 |
|
August 05 |
Rendered fairness opinion to Fortress Investment Funds and related entities in connection with creation of Brookdale Senior Living Inc. |
- |
|
February 05 |
Rendered fairness opinion to Aviv Healthcare Properties, L.P. in connection with roll-up of 57 partnerships |
$283,951 |
|
January 03 |
Fairness Opinion to Special Committee of the Board of Directors of ARV Assisted Living, Inc. in connection with the $180 million sale to LFSRI II Assisted Living LLC (“Lazard”) |
$180,783 |
|
December 01 |
Corporate advisory letter to the Board of Directors of Humphrey Hospitality Trust, Inc. in connection with the restructuring of approximately $30 million of annual lease payments to an affiliated operator |
- |
|
December 01 |
Fairness Opinion to the Board of Directors of Sizeler Properties Investors, Inc. in connection with the acquisition of the property management company |
- |
|
September 01 |
Corporate advisory presentation to the Board of Directors of EPOCH Senior Living, Inc. in connection with the $125 million debt and equity restructuring |
$125,000 |
|
July 01 |
Fairness Opinion to the limited partners of Net 1 L.P. in connection with the $45.0 million completed sale to Lexington Corporate Properties Trust |
$45,000 |
|
July 01 |
Fairness Opinion to the limited partners of Net 2 L.P. in connection with the $95.0 million completed sale to Lexington Corporate Properties Trust |
$95,000 |
|
November 00 |
Fairness Opinion to the limited partners of Net 1 L.P. in connection with the $46.5 million proposed sale to Lexington Corporate Properties Trust |
$46,500 |
|
November 06 |
Fairness Opinion to the limited partners of Net 2 L.P. in connection with the $96.5 million proposed sale to Lexington Corporate Properties Trust |
$96,500 |
|
April 00 |
Fairness Opinion to the Special Committee and the Board of Directors of Alterra Healthcare Corp. in connection with the sale of $203 million of convertible debt and preferred securities |
$203,000 |
|
April 00 |
Fairness Opinion to the Board of Directors of ILM I Senior Living Inc. in connection with the $87.4 million completed merger with Capital Senior Living Corp. |
$87,400 |
|
April 00 |
Fairness Opinion to the Board of Directors of ILM II Senior Living Inc. in connection with the $67.6 million proposed merger with Capital Senior Living Corp. |
$67,600 |
|
October 99 |
Fairness Opinion to the Board of Directors of ILM I Senior Living Inc. in connection with the $97.0 million proposed merger with Capital Senior Living Corp. |
$97,000 |
|
October 99 |
Fairness Opinion to the Board of Directors of ILM II Senior Living Inc. in connection with the $75.0 million proposed merger with Capital Senior Living Corp. |
$75,000 |
