Biography

Julie is a member of Davis|Kuelthau’s Corporate Practice Team in the Milwaukee office.  She offers a full range of commercial real estate law services involving the finance, acquisition, sale, lease and development of complex multi-million-dollar real estate projects in Wisconsin and throughout the United States.  Julie regularly represents banks and other lending institutions, developers, individual and corporate investors as well as REITs, owners, landlords and tenants.

Julie represents both lenders and borrowers in various types of commercial real estate financing transactions, including acquisition, development and construction lending.  Her experience also includes CMBS loans, PACE financing, loan defeasances, syndicated loan transactions and interest rate swap transactions.  She handles finance and other real estate matters for all asset classes including healthcare, multifamily, office, retail, industrial and mixed-use.  Her practice also includes the representation of lenders in informal workouts, financial restructuring and forbearance arrangements when loans become troubled.

In addition to real estate finance, Julie’s experience extends to asset-based finance (including equipment, inventory and receivables financing), working capital lines of credit and various other complex commercial loan facilities.

Julie’s practice also includes representation with respect to other real estate and general business matters such as easements, lot purchase agreements, title insurance claims and rendering legal opinions on behalf of Wisconsin entities, as well as third-party legal opinions addressing the enforceability of loan documentation in support of commercial finance transactions and loan defeasances.

Notable Representations

Commercial Loan Transactions In 2017, Julie assisted clients in closing close to $1 billion in commercial loan transactions.

Secured Financing Julie represented a national multi-billion dollar financial services organization in the financing of a $145 million credit facility for a Pension Fund owning six facilities in multiple states. The representation included documenting and negotiating of the loan documents, coordinating due diligence matters and negotiating legal opinion letters.

Finance Related to Industrial Expansion Julie represented a community based lending institution in structuring, documenting and negotiating multiple multi-million asset based credit facilities to assist with an industrial manufacturer’s expansion and working capital needs in Southeastern Wisconsin.

Commercial Loan Documentation Julie represented a regional lending institution in financing the acquisition and development of a multi-million dollar mechanical crusher.

Development of out of state Medical Office Building Julie represented a national developer in the development of an $88,000,000 medical office building development. The representation included negotiating loan documents with primary and secondary lenders, coordinating due diligence, preparation and negotiation of leases with healthcare providers and closing.

Acquisition of out of state Real Estate Portfolio Julie represented a national investor and developer in acquiring a controlling interest in an investment portfolio which owns several medical office buildings. The representation included preparation and negotiation of purchase contracts, as well as assisting with due diligence matters and closing.

Acquisition of Estate Portfolio in Southeastern Wisconsin Julie represented a national property management corporation in acquiring, developing and leasing commercial properties in Southeastern Wisconsin.

Acquisition of Land and Water Rights Julie assisted a national food retailer in the acquisition of land and leasehold rights in multiple states, including the transfer of water rights identified as separate from property rights.

Acquisition and Construction of Multi-Family Properties Julie represents a national developer in obtaining financing for the acquisition and development of multi-family complexes throughout the United States.

Leadership

Professional Activities

Admitted, Federal Courts of the Eastern and Western Districts of Wisconsin

Member, State Bar of Wisconsin

Member, Milwaukee Bar Association

Member, Commercial Association of REALTORS Wisconsin (CARW)

Member, International Council of Shopping Centers

Community Involvement

Member, TEMPO Waukesha

Sponsor, Real Estate Alliance for Charity (REACH)