Representative Transactions

Our Lady of Mount Carmel – Roman Catholic ParishNew Grade School Building$5,200,000
Emmaus Parish – Roman Catholic ParishRefinance New Church Building$4,100,000
St. Andrew’s – Roman Catholic ParishRefinance New Church Building$6,625,000
Sts. Peter and Paul – Regional Catholic Grade SchoolRefinance Tax-Exempt Building Bond$11,750,000
St. Thomas Aquinas - Roman Catholic ParishNew Grade School Building$6,200,000
St. Dominic - Roman Catholic ParishCatholic Church New Church Building$4,950,000
St. Margaret Mary - Roman Catholic ParishNew Church Building$3,725,000
St. Mary Magdalene - Roman Catholic ParishNew Church Building$4,100,000
St. Bernard of Clairvaux - Roman Catholic ParishChurch Building Expansion$1,500,000
All Saints - Roman Catholic ParishNew Church Building$2,600,000
St. Columba Kim - Roman Catholic MissionNew Church Acquisition$1,360,000
St. Clare of Assisi - Roman Catholic ParishRefinance New Church Building$4,400,000


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Newman – High School

Refinance School Building


   Seton - High School

   New School Building


   Notre Dame - Preparatory High School

   Refinance Construction & Furnishing of School


   Xavier - High School

   Refinanced School Building & Real Estate


   Diocese of Phoenix

   Restructuring of Real Estate Portfolio


   SouthSwell Development

   Acquisition and Financing of Specialty Housing Development


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Affordable Housing Developments




Dowling Gardens – Apartment Complex

   Taxable Bond Refinance


Colorado Affordable Housing Corp – Apartment Complex

   Taxable Bond Refinance


   Becket House Apartments - Apartment Complex

   Taxable Bond Refinance


   Vianney Villas Apartment Complex

   Taxable Bond Refinance


   Amy Neal, Padua Hills, and St. Agnes - Apartment Complexes

   S&P Rated Bond Refinance


   Becket House - Apartment Complex

   Subsidy from Affordable Housing Program


   Seton Village - Apartment Complexes

   Taxable Bond Refinance


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Formation, Restructuring, & Asset Protection

OrganizationNature of Work
   4C Today   Formation of a nonprofit organization & application for tax-exempt status
   Lighthouse Catholic Media   Formation of a nonprofit organization and application for tax-exempt status
   Cornerstone Charitable Foundation   Formation of endowment fund financed, by private taxable bonds
   Archdiocese of Dubuque Foundation   Formation of legal entity for asset protection & endowment funding
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