About

Provided by Sullivan & Worcester

Clients value our REIT practice group's responsive, practical, efficient handling of REIT matters, partner-level involvement in deals, and 360-degree perspective of our clients' needs.

Our REIT clients require some of the most sophisticated tax and investment structures in the world. Clients include existing public and private REITs, as well as real estate owners, operators and developers, pension fund advisors, pension funds, and foreign investors, looking to unlock the value of the REIT structure.

Sullivan's clients include many of the most prominent public REITs located throughout the U.S. and beyond. By equity market capitalization, we represent approximately 15 percent of the U.S. public equity REIT market.

We represent REITs and other industry participants in virtually every real estate sector. These include the more traditional REIT asset classes, such as:

  • Office
  • Retail
  • Industrial
  • Warehouse and Storage
  • Infrastructure (including parking facilities)
  • Hospitality (including hotels and travel centers)
  • Senior Living
  • Multifamily
  • Mortgages

In addition, our cutting-edge REIT conversion work has allowed us to represent clients in alternative asset classes such as:

  • Communications Towers
  • Data Centers
  • Dark and Lit Fiber
  • Digital Billboards
  • Distributed Antenna Systems
  • Solar, Wind and Power Infrastructure
  • Timberlands
  • Transmission and Distribution Lines
  • Vineyards, Greenhouses and Other Agricultural Properties

Chambers Review

Provided by Chambers

REITs - USA - Nationwide

4
Band 4

What the Team is Known For

Sullivan & Worcester is a Boston-centric team handling a wide spectrum of REIT transactions, including formations, equity and debt offerings and joint ventures. The law firm combines tax structuring expertise with significant experience of advising on complex M&A, often with cross-border elements.

Work Highlights

  • Sullivan & Worcester represented Diversified Healthcare Trust in connection with tax, real estate and corporate matters related to a terminated merger with Office Properties Income Trust.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Ameek Ashok Ponda
1
Ameek Ashok Ponda
1
Band 1
Ameek Ashok Ponda's global transactional REIT practice regularly sees him handling REIT conversions as well as M&A.

Ameek is an expert in the REIT space. He is articulate, a fantastic communicator, and he is always willing to help clients draw meaningful conclusions.

Ameek's commitment to understanding and meeting clients' needs is unmatched. He is very effective at providing tailored and effective solutions.

Ameek's sophisticated handling of legal issues, coupled with his profound grasp of the commercial REIT landscape, enables him to offer strategic, business-focused advice.

Cameron Cosby
1
Cameron Cosby
1
Band 1
Cameron Cosby is commended for his strength across the REIT tax space, with notable experience of formations, M&A and debt and equity offerings.

Cameron is well respected and a really excellent lawyer. He has lots of experience in the space, is a creative lawyer and a go-to for someone looking for tax counsel.

Cameron is easy to talk to and does a great job of explaining things in plain English. He is thorough, thoughtful and responsive. Cam comes up with creative solutions to complex tax circumstances.

Louis Monti
5
Louis Monti
5
Band 5

Louis Monti represents REIT clients in NYSE and NASDAQ-related matters. His work often includes a broad range of tax, corporate and wider finance matters.

Louis is a fantastic lawyer, who is strong technically and easy to work with. His awesome disposition helps to keep difficult deals on track.

Sarah Wellings
U
Sarah Wellings
U
Up and Coming

Sarah Wellings is an up-and-coming practitioner at Sullivan & Worcester, who is highly regarded for her REIT tax practice. Sarah is active acting as tax counsel in REIT compliance matters.

Sarah's dedication to understanding and addressing clients' needs is unparalleled. Her blend of superior client service, legal expertise and commercial insight sets her apart as a top legal adviser.

Sarah provides excellent services. She is thoughtful and responsive.

Sarah is a great communicator who is articulate and helpful in every possible way. She is an expert in the REIT and corporate spaces, and is very personable and adaptable.

Ranked Lawyers at
Sullivan & Worcester

Provided by Chambers
Filter by
Band

USA - Nationwide

REITs

Louis Monti
5
Louis Monti
5
Band 5
REITs: Tax

Ameek Ashok Ponda
1
Ameek Ashok Ponda
1
Band 1
Cameron Cosby
1
Cameron Cosby
1
Band 1
Sarah Wellings
U
Sarah Wellings
U
Up and Coming

Members

Provided by Sullivan & Worcester

Angela Gomes

Head of Department

Avi Rao

Benjamin Armour

Brandon Schneider

Brian Hammell

Head of Department

Charles Chambers

Emily Brewer

Eric Rietveld

Howard Berkenblit

Jeffrey Morlend

John Steiner

Lindsey Getz

Louis Monti

Matthew Bailey

Nicole Rives

Paul Decker

Sarah Wellings

Sharon Leifer

Shu Wei

Susan Barnard

Victor Baltera

Warren Heilbronner

William Curry

Industries

Provided by Sullivan & Worcester

Cannabis

Corporate

Finance

Financial Services

Hotels & Hospitality

Mergers & Acquisitions

Real Estate

Tax