A Board Certified Real Estate Specialist (State Bar of Arizona), Marc Lieberman handles much of the legal work attendant to the extensive and varied investments of many institutions. As Chair of Kutak Rock’s Institutional Investments Group, Mr. Lieberman and his team have negotiated and documented more than $5 billion in alternative investments for institutional investors, and his trial record is equally impressive: in January of 2017, he and his team obtained the largest defense trial verdict in the United States for the past year, defeating a $200 million claim and securing a $4.9 million defense award.
The transactions documented by Mr. Lieberman and his team have involved a wide variety of commercial real estate projects (office towers, hotels, golf courses, residential subdivisions, multi-family developments, retail centers, historic renovations, land banks, resorts), as well as private equity, hedge and commingled real estate transactions covering a wide variety of asset classes (credit opportunities, commodities, real assets, GTAA, infrastructure, venture capital, timber, tax or environmental credits, drug licensing, currencies or TIPS) and strategies (portable alpha, beta overlay, secondary acquisitions, co-investments, long/short and other derivatives).
Mr. Lieberman has documented many other key contracts for institutional investors, including custody agreements, securities lending agreements, consultant and adviser agreements, brokerage agreements, and lender acknowledgments. He regularly issues enforceability opinions in connection with fund lender cash collateral agreements, and has drafted investment policies for several institutions, as well as their ethics and fiduciary standards.
As an “AV”-rated Super Lawyer® and Best Lawyers in America®, Mr. Lieberman serves as investment counsel to banks, insurers, public pension plans and sovereign wealth funds, including the Arkansas Teachers’ Retirement System, the Arizona Public Safety Personnel Retirement System, the Indiana Public Retirement System, the City of Los Angeles Fire and Police Pension Plan, the Illinois Pre-paid Tuition Trust Fund, Pinnacol Assurance and the Texas Municipal Retirement System. He is a former Chair of the Arizona Appellate Practice Section, former Chair of the Editorial Board of Arizona Attorney Magazine, a former Judge Pro Tem for Division One of the Arizona Court of Appeals, and currently serves as a member of the Arizona Supreme Court Committee on Character and Fitness. Mr. Lieberman is a frequent lecturer and author on investment related topics, and is also a member of the SEC Working Committee of the National Association of Public Pension Attorneys.
Real Estate Law Practice:
Kutak Rock LLP’s team of more than 70 real estate attorneys across the country represent national, regional and local clients in all areas of the industry, including owners, developers, lenders, servicers, sponsors and investors. Our offices are uniquely positioned across the United States to provide a high level of expertise in all types of real estate and related transactions, including multi-faceted, multi-state transactions, at a more reasonable cost structure than many of our national competitors. In addition to our broad capabilities, we have distinct practice groups with expertise in lender representation, REIT representation, tax credit transactions, affordable housing, military housing, senior living, health care, medical campus developments, and loan workouts and restructuring.
With every real estate project involving multiple parties, including brokers, title companies, engineers, surveyors and architects, we believe one of our greatest strengths is leading the project team. We efficiently coordinate and organize project information and communicate the facts and options so our clients can quickly understand and use that information in their decision-making process. By understanding the intricate balance between the business and legal aspects of each real estate matter, our attorneys offer a common-sense, business-minded approach that allows us to facilitate a smooth transaction, always mindful of working efficiently, creatively and within budget.
We build trusted and long-lasting relationships with our clients by responding quickly to their requests and anticipating their needs, enabling us to adapt easily as these needs may grow or change. We provide these services with national teams of experts in the areas of tax, public finance, corporate finance, mergers and acquisitions, securities, environmental law, workouts and reorganization, bankruptcy, litigation and many other ancillary areas of the law. These diversified practice groups work together quickly and seamlessly to deliver creative and proactive solutions to our clients.
Kutak Rock LLP:
Kutak Rock LLP is a national law firm of more than 550 lawyers with 18 offices from coast to coast. The firm serves local, regional and national clients in a practice that spans a wide range of disciplines. We encourage our attorneys to take advantage of the national resources and broad range of expertise the firm offers in order to provide the best legal services possible to our clients.
Our firm’s primary practice concentrations are securities, business, finance and corporate law, as well as public finance, litigation and real estate law, with numerous areas of specialization. Kutak Rock attorneys work together in well-integrated, national practice groups to maintain and enhance their technical expertise and to reinforce and support one another in achieving client objectives.
We have represented hundreds of state and local governmental units, a substantial number of Fortune 500 corporations, every major investment banking firm in the United States, major European, Asian and domestic money-center banks, insurance companies, national real estate investors and developers, major national franchising enterprises and numerous other financial institutions and businesses.
Several members of Kutak Rock have served as government officials on the federal and state levels. The attorney ranks in our various offices include a former United States Attorney, a former United States Senator and former officials of the Internal Revenue Service, Federal Communications Commission and Department of Defense.
We have earned a national reputation for finding creative solutions to complex legal issues and for providing excellent legal services in a practical, cost-conscious manner. We maintain that reputation by actively communicating with our clients at the initial stages of each engagement to gain a complete and clear understanding of our clients’ desired objectives.
Kutak Rock LLP is rated “AV” by Martindale-Hubbell—the highest rating that independent organization confers on a law firm.