Latest Events

  • MAR 07

    Goldfarb & Lipman Attorneys Presenting at the 2018 Housing California Annual Conference

    2018 Housing California Annual Conference
    Sacramento Convention Center
    March 7-9, 2018


    “The Whole Caboodle: Understanding the Legal Documents in a Multi-family Housing Closing”


    Pre-Conference Institute
    Wednesday, March 7, 2018
    Presenters: Isabel Brown, William DiCamillo, Elizabeth Klueck


    Each affordable development project has a voluminous set of loan documents, such as loan agreements, regulatory agreements, promissory notes, deeds of trust, and assignment agreements from multiple lenders. In addition, there may be documents that govern the ownership structure, such as an operating agreement and a partnership agreement with an investor, plus other documents. Then, throw in architect and construction contracts, and there are enough documents to make your head spin! At best, it is a headache to read through all these documents. At worst, they contain pages and pages of legalese so intimidating and confusing that the documents are ignored. This workshop will unravel the mystery of all this paper so that you can understand why these documents are so important and what they do. It will also help you get a handle on how to review and negotiate these documents so that you can communicate your organization’s goals to your lenders, attorneys, and other key participants in the deal.


    “All the Right Moves: Leveraging State Laws to Get Through the Approval Process”


    Workshops – Session II
    Thursday, March 8
    Presenters: Barbara Kautz, Eric Phillips


    On the last day of the 2017 session, the California Legislature passed over one dozen bills in a landmark package developed together with Governor Jerry Brown’s office. These bills, along with other recent legislative actions and court decisions, will require each city and county to change the way it processes housing applications. This workshop will focus on new and existing tools in state law that can be used to move a proposed project through the development process, clear CEQA hurdles, and get to approval.


    “SMACKDOWN! The Owner and Contractor Negotiate the Construction Contract”


    Workshops – Session IV
    Friday, March 9
    Presenters: William DiCamillo, Isabel Brown


    Do construction contracts matter? It’s just a standard form with boiler-plate stuff, and all we need to think about is the contract sum and the schedule, right? Unfortunately, a construction contract is loaded with provisions that could potentially lead to shocking results. This “no-holds-barred” panel will discuss the most significant provisions from both the owner and contractor perspectives, and will highlight some hidden risk allocation provisions and other clauses that appear harmless but, in fact, fundamentally alter the owner’s expectations.


    Click here for more information on the conference.

  • JAN 31

    Amy DeVaudreuil to be panelist on NPH’s Tax Credit Equity in the Aftermath of Tax Reform Discussion


    BRIDGE Housing
    600 California Street, Suite 900
    San Francisco, CA
    1:00 – 2:30 p.m.


    With the recent passage of Federal Tax Reform, affordable housing developers will have to navigate new hurdles to get projects built. While tax credits and private activity bonds have survived, the bill vastly alters the affordable housing investment landscape. Come hear from a panel of investors and industry experts about the implications of the new tax bill for your affordable housing developments and learn about the investment outlook for 2018.

    To register for this FREE event, click here.

  • JAN 23

    Everyday Negotiations: Develop Negotiating Skills to Advance Your Project and Career


    Goldfarb & Lipman
    1300 Clay Street, 11th Floor
    Oakland, CA
    9:00 a.m. – Noon


    Working out contract provisions, dividing up tasks among a project team, asking for a raise, agreeing on variances with Planning—negotiations are a daily part of life for affordable housing professionals. Join the Emerging Leaders Peer Network to develop your skills in this critical area. In an intensive negotiations workshop, Haas School of Business PhD candidate Daron Sharps will help you study and practice the basics of negotiation—tactics and strategies. You will begin negotiating based on shared interests, consider negotiation’s unique role in the social sector, and engage in peer coaching for an upcoming moment of negotiating potential.


    Hosted by Goldfarb & Lipman LLP and Organized by the Emerging Leaders Peer Network (ELPN). Breakfast and lunch provided courtesy of Goldfarb & Lipman LLP.


    To register for this event, click here.

  • JAN 19

    Barbara Kautz to be Panelist on the Housing Crisis at 32nd Annual Land Use Law & Planning Conference

    Land Use Law & Planning Conference
    Millennium Biltmore Hotel
    Los Angeles, CA


    January 19, 2018


    The Housing Crisis: The More Things Change the More They Stay the Same


    Heralded as the most meaningful housing legislative package in recent history, what exactly did the Legislature accomplish? Will it lead to meaningful relief to California’s record housing deficit? Did special interest demands thwart what might have been more meaningful reforms? Does CEQA (or special interest exploitation thereof) remain a significant impediment to housing production? And will affordability, and not just scarcity, find some relief?


    Click here for more information on the conference.

  • OCT 26

    Goldfarb & Lipman Participates in San Diego Housing Federation Annual Conference

    San Diego Housing Federation Annual Conference
    San Diego Marriott Marquis and Marina
    333 West Harbor Drive
    Click here for full event information


    Goldfarb & Lipman attorneys will be participating in the following sessions during the conference:


    Late Morning Workshops (10:30 – 11:45 AM)


    Using 4% with 9% LIHTCs (“Hybrid”) to Boost Housing Production


    In response to the sharp reduction in equity pricing after the election, TCAC developed emergency regulations allowing successful 2nd round 2016 9% projects to reapply using a Hybrid structure which utilizes both 4% and 9% tax credits. This panel includes industry professionals experienced in structuring, financing and developing Hybrid deals.


    Moderator: Matt Grosz, Red Stone Equity Partners


    Aruna Doddapaneni, BRIDGE Housing
    Amy DeVaudreuil, Goldfarb & Lipman LLP
    Mark Stivers, California Tax Credit Allocation Committee (TCAC)


    Early Afternoon Workshops (1:45 –3:00 PM)


    What Lies Beneath: The Top Ten Lurking Dangers in Standard Construction Contract Provisions


    Construction contracts are often treated as mere afterthought. After all, the AIA-standard forms are mostly boiler-plate stuff right? This conventional wisdom is anything but wise as the contract is loaded with provisions that could lead to shocking results. This panel will discuss the 10 most significant provisions that may appear harmless, but, in fact, fundamentally alter the owner’s expectations.


    Moderator: Lynn Hutchins, Goldfarb & Lipman LLP


    William DiCamillo, Goldfarb & Lipman LLP
    Justin Dove, Arthur J. Gallagher & Co.
    Dan Levine, The John Stewart Company


    Resyndication: What Could Possibly Go Wrong?


    As tax credit projects reach the end of the initial compliance period, many are in need of recapitalization and substantial rehabilitation. In some projects, cash is needed to finance the investor’s exit. Join our group of panelists to learn more about the opportunities as we “re-up” projects with a new layer of tax credit financing.


    Amy DeVaudreuil, Goldfarb & Lipman LLP
    Paul Beesemyer, California Housing Partnership
    Michael Thiel, Colliers International


    Late Afternoon Workshops (3:30 – 4:45 PM)


    New State Housing Bills and How They Might Help Your Project Get Approved


    Based on the Legislature’s concern that local governmental approvals are among the biggest obstacles to approval of housing, numerous bills have been introduced to provide “by right” approvals and narrow the grounds for denying/reducing the density of housing projects. This session will discuss bills signed and what to expect next.


    Moderator: Lynn Hutchins, Goldfarb & Lipman LLP


    Barbara E. Kautz, Goldfarb & Lipman LLP
    Marina Wiant, California Housing Consortium
    Brian Augusta, California Rural Legal Alliance Foundation
    Tyrone Buckley, Housing California

  • SEP 22

    Lynn Hutchins and Barbara Kautz discuss "New State Housing Bills and Their Impact on Project Approval" at SCANPH Annual Conference

    Get the rundown on bills that have been signed by Governor Jerry Brown and what can be expected in the next legislative session to gain a better understanding of how new legislation could affect your projects. Based on the legislature’s concern that local governmental approvals are one of the biggest obstacles to housing development at all income levels, numerous bills have been introduced to provide “by right” approvals, require faster approvals, and narrow the grounds for denying or reducing the density of conforming housing projects.


    Participants include Goldfarb & Lipman partner Lynn Hutchins, who will act as the panel moderator; and partner Barbara Kautz as a panelist.


    For more information, click here.

  • MAY 26


    Thursday, June 8, 2017
    10:00 a.m. – 11:00 a.m.
    18028 Valley Boulevard, Bloomington, CA


    Bloomington Grove Phase II is the second phase of the Bloomington Mixed Use Development, which is comprised of a multi-family rental housing development for extremely-low, very-low and low income households.


    Sponsored by Related California and the County of San Bernardino.


    Funding for this project is provided by the County of San Bernardino, US Bank, N.A., and Low-Income Housing Tax Credits.


    RSVP for the event by clicking here.
    For more information, call (949) 660-7272

  • APR 21

    Goldfarb & Lipman Attorneys Speaking at 36th Annual Real Property Law Section Retreat

    Silverado Resort and Spa
    1600 Atlas Peak Road, Napa, CA
    April 21 – 23, 2017


    Rental Demonstration Program (RAD)
    Moderator Dianne Jackson McLean with William DiCamillo, Goldfarb & Lipman
    April 21
    10:00 – 11:30 a.m.


    This panel will discuss the United States Department of Housing and Urban Development Rental Demonstration Program (RAD), a program used to convert traditional public housing to private ownership in the City and County of San Francisco (the “City”). Under this program, 28 projects consisting of over 4,000 public housing units were conveyed by the Housing Authority of the City and County of San Francisco (the “Authority”) to private ownership. The panel will discuss how the City and the Authority used the RAD program to generate over $800 million of public and private financing, from the City, HUD, tax-exempt bonds, low-income housing tax credits and private financing, to make much needed deferred capital improvements to the public housing units, which are now under private ownership. The panel will discuss the unique legal issues involved in the transactions, including title issues, relocation issues, financing issues and the use of forms documents by the eight development teams for the 28 projects’ closings.


    State’s Density Bonus Law
    Moderator Dianne Jackson McLean with Barbara Kautz and Eric Phillips, Goldfarb & Lipman
    April 22
    10:45 – 12:15 a.m.


    Barbara Kautz and Eric Phillips will be speaking on a panel moderated by Dianne Jackson McLean at the 2017 Real Property Law Section Retreat in Napa, California. The panel will cover all aspects of interpreting and applying the state’s density bonus law, including identifying what projects are eligible for a density bonus, what benefits are these projects entitled to once they’re even eligible for a density bonus, what discretion does the city or county have in granting these benefits, and what should a city or county include in its local ordinances and procedures. The discussion will cover recent developments in the state law enacted during the last legislative session, as well as relevant case law.


    Click here for more information on the conference.