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J/A Transaction Services Managing Complex Transactions to Completion project and transaction management

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Page 1: 2 J/A Transaction Services project and transaction

J/A Transaction ServicesManaging Complex Transactions to Completion

project and transaction management

2project and transaction management

Page 2: 2 J/A Transaction Services project and transaction

project and transaction management

2project and transaction management

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What is needed is a professional who has the ability to understand business and legal issues; assemble and manage a team; work with disparate groups toward a common goal; demand accountability; and keep a project on schedule and on budget.1

J/A Transaction Services brings to a client the knowledge and skills developed over twenty-five years negotiating and managing multi-faceted real estate transactions. Experience, critical thinking, capacity to strategize and analyze complex issues, and effective team leadership are skills necessary to achieve project objectives.

1 The business, legal and project management skills to facilitate the effective negotiation and completion of multi-faceted real estate transactions are provided through J/A Transaction Services LLC and Joan U. Allgood Co., L.P.A.

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Services and Transaction Types

Representative Transactions

• 2.3 Billion acquisition of a private

real estate portfolio comprised of

310 properties in multiple states

• $1.5 Billion acquisition of a portfolio

of 15 properties in Puerto Rico

• $3 Billion joint venture transaction

with TIAA-CREF relating to a 65

property portfolio

• $6.2 Billion merger of a publicly

traded and a privately traded

real estate investment trust

• $603 Million divestiture of a portfolio

of 63 properties

Services • Transaction Management

• Joint Venturing Structuring

• Financing Strategies

• Structuring and Execution of Transactions

• Strategic Planning

• Corporate Governance

Transaction Types

• Acquisitions and Divestitures

• Joint Ventures and Equity Funds

• Development Projects

• Distressed Properties and Portfolios

• Public and Private Financings

• Acquisition of a 50% interest in a

real estate operating company in Brazil

• Sale of a 30% interest in a publicly

traded company to a private German

investor

• Formation of a joint venture with

foreign capital to develop properties in

Russia and Ukraine

• Formation of an Australian publicly

traded limited property trust to acquire

U.S. properties

• Formation of two joint ventures with

Kuwait Financial Center

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Global Relationships

Experience in acquiring and developing properties in foreign countries and in structuring, negotiating and operating joint ventures with foreign institutional and private capital.

Kuwait

Australia

Germany

Brazil

Over 900Domestic Properties

Puerto Rico

Portugal

Israel

China

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I formed J/A Transaction Services to continue to provide guidance in structuring and managing joint ventures, acquisitions, divestitures and financings, and interacting with capital partners. My experience, commitment and enthusiasm result in efficiencies in time and cost. I look forward to the opportunity to work with you.

Sincerely,Joan Allgood

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“Joan was the quarterback on every major transaction of DDR from a structure, financial and legal perspective. She managed the transactions as the central point of contact internally and externally. Joan is a ‘deal maker… not a deal breaker’ and she protects her clients. She always commands respect because she is smart, thorough and results-oriented.”

Scott A. Wolstein Former Chairman and CEO of Developers Diversified Realty Corporation

“Joan’s legal experience and business knowledge create a powerful combination when it comes to achieving her client’s objectives. She can manage a team of skilled professionals because she conveys a confidence and competence necessary in complex real estate deals. Joan knows how and when to negotiate, overcome obstacles and complete the transaction.”

Dean S. Adler CEO, Lubert-Adler Partners, L.P.

“Building on her background as an attorney and her business skills in transaction negotiation and management, Joan assimilates the facts, identifies issues, coordinates internal and external disciplines, makes recommendations and cuts to the chase in resolving issues and efficiently closing a transaction. She is collaborative and easy to work with, even when the pressures of a transaction and its timeline are demanding.” Linda A. Striefsky Partner, Thompson Hine LLP

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project and transaction management

2project and transaction management

For more information5 Haskell DriveCleveland, OH 44108

Joan U. Allgood Co., L.P.A. Joan U. Allgood, Co. L.P.A. is able to deliver legal services that a project or transaction may require, including drafting and negotiating documents, resulting in efficiency and cost savings to a client.

[email protected] 216.337.4222 www.jatransactionservices.com