Jon M. Katona

Jon’s practice encompasses a range of corporate, real estate and general business matters, with a focus on finance, joint ventures and private investment transactions. He represents institutional investors, sponsors, developers and management companies in structuring and implementing joint ventures, equity investments and debt investments across a wide variety of real estate asset classes, including hotel, office, multifamily / residential, parking, restaurant, retail and mixed-use projects. Jon also represents clients in structuring investments and raising capital from national and international institutions, including REITS and tax-exempt investors, as well as high net worth individuals, for single property and portfolio transactions.

Jon’s scope of representation for general partners and sponsors in the formation and management of private investment funds ranges in size from $10 million to over $2.5 billion, and funds in their real estate, debt and equity investments. He represents funds in capital call subscription facilities and other fund-level financing transactions and frequently collaborates with colleagues to address tax-exempt (including UBTI), ERISA, REIT, securities law and other structuring issues that arise in the formation of joint ventures, investment funds and other investment structures.

In addition to his finance and joint venture practice, Jon represents operating companies in reorganizations and merger and acquisition transactions (representing both acquirers and targets), and in capital raising transactions. He also advises companies and other organizations, including non-profit organizations, and their boards of directors in connection with corporate governance and day-to-day operational issues.