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HomeMy WebLinkAboutKMP CV 2023--TOV Submission (2) CONFIDENTIAL KAREN MARIE PEREZ 980 Vail View Drive, Unit A104, Vail, Colorado 81657 Telephone: (720) 838-0564, Email: karen@perezlegalassociates.com SUMMARY I have 20+ years of solid real estate experience representing clients ranging from corporate and private developers, investors, school districts, landlords, tenants, lenders, housing authorities, non-profits, and public/private partnerships. My practice generally focuses on three areas: (1) Real Estate Transactions- acquisitions, dispositions, commercial leasing and development; (2) Real Estate Finance- lending, loan documentation, equity funds, hedge funds, bonds, municipal finance, special districts loan workouts, refinances, bridge loans, TIFs, special districts, and transit oriented developments; and (3) Housing and Community Development- specifically tax credit transactions (low income, historic, and new markets). All areas require expert knowledge of financing, purchase and sales, leases, easements, licensing, title and survey review, construction documents, and superior negotiation and solution skills. EDUCATION University of Colorado School of Law Juris Doctorate, May 1999 Rothgerber Moot Court Competition; Faculty Excellence Committee Colorado State University B.S. Business Administration –Finance & Real Estate, May 1996 President’s Scholarship (1992-1993); Most Outstanding Diverse Student Scholarship (1992-1996) National Student Exchange at University of Maryland at College Park, Fall 1994 LICENSURE State Bar of California- November 1999 State Bar of Colorado- October 2000 U.S. Supreme Court, May 2011 BOARDS Town of Vail Planning and Environmental Commission- Commissioner 2017-2023, Vice-Chair 2020-2023 Mayor Hickenlooper Transition Team- Member of the City Attorney Committee, Summer 2003-Winter 2010 City and County of Denver Planning Board- Mayoral Appointment, October 2006-September 2010 Lowry Redevelopment Authority- Board of Directors, appointed February, 2002-2006 Lowry Community Land Trust- Board of Directors, appointed February, 2002-2005 Denver Community Leadership Forum- Class of 2004 Hispanic National Bar Association- VP Committees, Treasurer, Reg. President, Finance Committee 2001-2013 Colorado Hispanic Bar Association- Board of Directors 2002-2013; VP Bus. Devel. 2011-2013 Vail Valley Business Women- Board of Directors, Member at Large 2016-2018, Chair-Holiday Soiree 2016-2018 EXPERIENCE Perez & Associates LLC, Denver/Vail, Colorado November 2014-Present; January 2009-November 2013 Managing Member: Draft, negotiate and review all documents (including loan documents) relating to commercial real estate developments, including leasing, land use, real estate finance, bond documents, entitlements, acquisitions, dispositions, low income housing tax credit (LIHTC) transactions, new market tax credit (NMTC) transactions, historic tax credit (HTC) transactions, and medical office building development including leases, purchase and sale agreements, assignments, estoppel certificates, consents, easements, nondisturbance agreements, CCR’s, title, survey, and corporate documents; draft and negotiation all documents related to Neighborhood Stabilization Program (NSP 1 and 2) funds; representation of landlords, tenants, purchasers, sellers, lenders, borrowers, tax credit investors, and developers; continue practice described below. Fox Rothschild LLP, Denver, Colorado November 2013-November 2014 Counsel: Draft, review, negotiate, all documents related to commercial real estate developments, including leases, purchase and sale agreements, estoppel certificates, SNDAs, construction contracts, architect agreements, loan documents, asset purchase agreements, title, development, option, entitlement, and assignment documents. CONFIDENTIAL-Karen Marie Perez Manage, mentor, and train paralegals and associates, coordinate legal team on large projects among and between offices. Continue practice described below. Garcia Calderon Ruiz, LLP, Denver, Colorado September 2007-December 2008 Partner: Joint responsibility for establishing the Denver office of a national law firm. Represented school districts and water districts as general counsel, particularly bond transactions and student housing developments. Drafted, negotiated, and reviewed all documents related to commercial and public/private partnership real estate developments, and LIHTC transactions. Continued practice described below. Kutak Rock LLP, Denver, Colorado October 2006-August 2007 Senior Associate: Structured, drafted, negotiated and reviewed all documents relating to real estate development (including entitlements for commercial, mixed-use, mixed-income and retail), real estate acquisitions and dispositions, lease-up, complex financing, NMTC transactions and HTC transactions, including corporate, financing, commercial real estate, leasing and syndication documents, construction, development, management agreements, and bond issues and issuance. Negotiated work-outs, identify bankruptcy and reorganization issues for commercial and LIHTC transactions. Representation of landlords, tenants, housing authorities, borrowers, developers, tax credit investors, CDEs, and lenders. Continue practice described below. Faegre & Benson LLP, Denver, Colorado April 2001-September 2006 Associate: Drafted, negotiated and reviewed all documents relating to commercial, mixed-use and mixed-income real estate developments, land use, entitlements, acquisitions, dispositions, LIHTC transactions, NMTC transactions, HTC transactions, and medical office building development including leases, purchase and sale agreements, assignments, estoppel certificates, consents, easements, and nondisturbance agreements; drafted, negotiated and reviewed financing documents relating to commercial, mixed-use and multi-family developments, including bond documents; review title policies, commitments and real property surveys; formed corporate entities; drafted and negotiated formation and operating documents, construction contracts, architect agreements, development, service, management, and operational agreements, plus CCIOA declarations and condominium maps. Legal research. Fisher, Sweetbaum & Levin, P.C., Denver, Colorado April 2000-March 2001 Associate: Drafted, negotiated and reviewed all documents relating to commercial real estate development and wireless site acquisitions, including leases, purchase and sale agreements, review title and surveys; form corporate entities; drafted asset purchase agreements, articles of organization and operating agreements. Deloitte & Touche LLP, San Francisco, California September 1999-March 2000 Tax Consultant: Researched various issues relating to state and local tax, e-commerce, and estate and gift tax; drafted memoranda; responded to Internal Revenue Service requests for documents. Justice Alex J. Martinez, Colorado Supreme Court, Denver, Colorado October 1998-March 1999 Judicial Fellow: Researched various legal issues on petition for certiorari; drafted legal memoranda recommending the grant or denial of certiorari; discussed and analyzed pending cases; observed oral arguments. SPECIAL SKILLS/PUBLICATION/OUTSIDE INTERESTS Languages: Proficient in Spanish Certified Mediator: Certified Mediator via Colorado Bar Association. Publications/Speaker Presentations/Interests: • “Real Estate Law- Today’s Market” –HNBA National Convention, Minneapolis, MN September 2010 • Featured in Denver Business Journal Young Entrepreneurs Series, June 6, 2010 • DuPont Minority Counsel Conference- Planning Committee 2006 • “Mitigating Risks When Purchasing Brownfields Redevelopment Property” –Colorado Real Estate Journal, August 19, 2003 • “Tax Credits 101” –ABA Forum on Affordable Housing, May 2003 • Colorado Women’s Bar Association-Member- Professional Development Committee • Interests: Skiing, cycling (Vail Valley Vixens member), cooking, yoga, Pilates, SUP, and traveling.