Bret's experience as a former chief legal officer for a national health care real estate company provides his clients with a unique perspective to maximize investment opportunities, minimize risk and simplify operations.
Overview
Bret advises clients on a broad range of corporate and real estate transactions, including capitalization, acquisitions, development, financings, joint ventures, and dispositions. He has structured programmatic joint ventures with some of the world's largest private equity firms and represented clients in the structuring, managing, buying and selling of real estate portfolios, operating platforms and investment vehicles. His experience spans transactions from initial formation through development, capitalization, asset management and eventual disposition.
Bret has deep experience in complex development projects, particularly health care real estate such as hospitals, ambulatory surgery centers, rehabilitation facilities and other medical facilities. His overseeing legal operations for health care real estate portfolios consisting of hundreds of assets and 9 million square feet gives him a broad perspective on the administrative and operational considerations that affect owners and operators.
Bret's experience as a former chief legal officer of a national health care real estate development, management and investment company shaped his practical approach to client service. Having managed legal matters from an operator's perspective and worked closely with many leading equity and debt providers, he understands the importance of aligning legal strategy and risk management with moving transactions across the finish line.
Experience
Corporate and M&A Transactions:
- Represented a health care real estate operator in structuring two programmatic acquisition joint ventures with a global private equity firm with a combined capitalization of $1.2 billion.
- Represented the majority partner in the restructuring and partial sale of a health care real estate operating platform with a 9-figure valuation to a large real estate investment firm.
- Represented a joint venture operating member to refinance several portfolios with three dozen assets into multiple loan pools.
- Represented a fund co-manager to structure two health care real estate private equity funds with combined committed capital of $150 million.
- Represented an operating member to structure a $500 million programmatic acquisition joint venture with an international investment bank.
- Represented an operating member to structure two portfolio acquisition joint ventures with $240 million in capital and 18 assets with a leading private equity firm.
- Represented a developer in structuring an employee-investment vehicle and managed over a dozen private placement offerings.
- Represented an operating member in recapitalizing a three-asset medical portfolio master-leased by a leading Pennsylvania health system through a joint venture with an international investment bank.
- Represented an operating member to structure seven acquisition joint ventures with $280 million in capital with a national private equity firm.
- Represented an operating member to structure a ten-asset health care real estate portfolio joint venture with a global private equity firm.
- Represented a developer in structuring four health care real estate joint ventures with a leading national construction firm.
- Represented an investor to merge two regional health care real estate operators into a reorganized national company.
- Represented an investment advisor in connection with eleven private placement offerings to third-party investors.
Real Estate Transactions:
- Represented a developer/owner in structuring, financing, leasing, constructing and ultimately selling a 90,000-square-foot inpatient rehabilitation center on a major Tampa hospital campus.
- Represented the equity member in a 160-bed ground up development of an inpatient rehabilitation hospital on a large Houston medical campus.
- Represented a fee-for-service developer in its construction of a medical complex exceeding 200,000 square feet in The Villages, Florida.
- Represented the joint-venture buyer of a 27-asset commercial medical portfolio.
- Represented a developer/owner to develop a 62,000-square-foot medical facility in Pennsylvania and its recapitalization with a leading national private equity investor.
- Represented equity member in a 63,000-square-foot inpatient rehabilitation facility in Nevada, master leased by large US health system.
- Represented a developer in all aspects of the development of an 85,000-square-foot hospital in Delaware substantially leased by one of the largest children's health systems in the US.
- Represented a developer/owner in the development of an approximately 60,000-square-foot medical facility in Pennsylvania, and its subsequent disposition to a real estate investment firm.
- Represented a developer/owner in the acquisition and turnaround construction of an approximately 85,000-square-foot ambulatory surgery center in New Jersey and its subsequent recapitalization with a leading private equity company.
- Represented developer/owner to capitalize and develop of three Phoenix health care real estate facilities master leased by one of Arizona's largest health systems.
- Represented design-builder in all aspects of constructing a 100,000 square foot facility in Ohio, owned and occupied by MetroHealth.
- Represented redeveloper/owner to purchase and reposition two Maryland medical facilities exceeding 100,000 square feet and syndicate ownership interest to physician tenants.
- Represented developer/owner in all aspects of developing a master-leased, 25,000 square-foot medical facility and its later disposition to a private equity company.
- Represented developer/owner in all aspects of constructing a 53,000 square foot medical building in Ohio and syndicating equity to physician investors.
News & Insights
News
Professional & Civic Activities
Professional & Civic Activities
Virginia State Bar, Disciplinary Board, 7th District Committee
Practices & Industries
Admissions
- California
- Texas
- Virginia
Education
Washington and Lee University School of Law, J.D., 2014
University of Arizona, B.A., History and English, 2009

