01 August 2016
Advised on a 38 unit loft/live-work adaptive re-use condominium development in Los Angeles.
Advised on a 95-unit high-rise mixed-use condominium project in San Diego.
Advised John Laing Homes Receivership on the disposition of homebuilder portfolio throughout California.
Advised on the McCrink Ranch/the Lakes: Rancho Santa Fe - Acquisition of 387 residence master planned development.
Advised on the Otay Ranch Master-Planned Community: Chula Vista - master-planned community with 15,400 proposed residences, together with retail and business office components.
Advised Tustin Legacy on the master-planned mixed-use redevelopment project at the former Marine Corps Air Station.
Advised Wyndham Hotel Plaza in San Diego on the segregation of existing high-rise office and hotel project into condominiums.
State of California, 1985
Quoted, ‘Local Experts Discuss What’s Driving Downtown San Diego’s Innovation Economy,’ Bisnow - January 2017
‘Withers Bergman Partner motivated by Family, Colleagues,’ The Daily Transcript - December 2016
‘Working With High-Net-Worth Investors’, GlobeSt.com - September 2016
‘Beware: ‘Broken’ Subdivision Pitfalls Will Linger for Years to Come: Top Ten Questions You Need to Ask’ - October 2010
‘Fixer-Uppers: Getting a Broken Condominium Project Back on Track Requires a Multifaceted Approach’, Los Angeles Lawyer - January 2010
‘‘Broken’ Condominium Projects: How to Manage Their Acquisition and Develop a Viable Investment or Exit Strategy’, California Real Property Journal - November 2009
‘Homeowners Must Prove Builder’s Noncompliance With Disclosure Obligations Under SB800 in Order to Defeat Right to Repair’ - August 2009
‘Acquiring ‘Broken’ Condominium Projects: Top 10 Questions to Ask’, San Diego Daily Transcript - May 2009
‘How the Regulatory Effects of Distressed Loans Affect Lenders, Borrowers and Loan Purchasers’ - April 2009
California Building Industry Association (CBIA)
Legal Action and CBIA BRE Committees
Downtown San Diego Partnership, Board of Directors and Executive Committee
YMCA San Diego Camps Board of Management, Facilities/Capital Committee and Real Estate Task Force
San Diego Building Industry Association, BRE Committee
National Association of Industrial and Office Parks
Lawyers Club of San Diego
State Bar of California, Real Estate Property Law Section, Executive Committee, Southern California Real Estate Finance Subsection
San Diego County Bar Association, Real Property Law Section, Financial Lawyers Team
CEB Program Department, Real Property Advisory Committee
Continuing Education of the Bar, Joint Action Committee Real Property Subcommittee
KPBS former chair, Corporate Development Committee and Community Advisory Board
San Diego Commercial Real Estate Women
San Diego County Bar Association Foundation
‘Your Life, Your Money,’ Interview on ESPN 1700 AM BisTalk radio - May 2017. Click here to listen.
‘The Redevelopment of Qualcomm: What’s Next for Mission Valley,’ Urban Land Institute, San Diego-Tijuana, March 2017
‘The Urbanization & Future of Downtown San Diego,’ Bisnow, January 2017
Women & Wealth Forum, Los Angeles and San Francisco, November 2016
‘Evolution of Downtown: The Rise of East Village and Makers Quarter’, Bisnow - November 2014
‘The Fair Housing Act: An Overview’, multiple locations - August 2013
‘Distressed Debt’, CREW San Diego, La Jolla, CA - September 2012
‘The Pinnacle Decision is Bigger Than Arbitration - What Does Pinnacle Mean for You?’ Live Webinar - August 2012
‘Mixed-Use Development: Creating Value, Protecting Diverse Interests and Avoiding Conflict’ - July 2012
‘Got Sunshine on a Cloudy Day: Navigating the Legal Maze of Implementing Solar Programs in Residential Communities’, Luce Forward Residential Development Roundtable, San Diego – 5 May 2011 and San Francisco – 12 May 2011
‘New Home Financing: Understanding FNMA, FHA and VA Requirements’, Luce Forward Seminar, San Diego – 27 January 2011, Los Angeles - 2 March 2011 and San Francisco – 3 March 2011
‘Completion/Sale of Housing Projects by Receivers: Understanding the DRE and Sales Documentation Process’, Loyola IV Education Conference, San Diego - January 2011
‘‘Broken’ Common Interest Development Transactions: Understanding the Challenges and Managing the Risks’, Webinar, 12 May 2010
‘Acquiring and Disposing of Broken Condominium Projects: What You Need to Know’, The State Bar of California Real Property Law Section 29th Annual Retreat, Napa, California, 1 May 2010
‘Preserving Asset Value Through Receiverships: The Real Story From the Trenches’, Bank - November 2009
‘Acquiring and Disposing of Broken Condominium Projects: What You Need to Know’, Luce Forward Seminar, Newport Beach 30 July 2009, San Francisco 23 September 2009 and Los Angeles 30 September 2009
‘Broken Condominium Projects: Understanding The Challenges and Managing The Risks’, Luce Forward Seminar, 12 May 2009
‘Lenders and Distressed Properties: Understanding and Preserving Residential Real Estate Development Collateral’, Seminar, 16 October 2008
‘Unique Issues Related to Mixed-Use and Multi-Family Projects’, Distressed Real Estate: Defaults, Work Outs, and Opportunities, Law Seminars International, 18 September 2008
‘Navigating the Storm: Legal Strategies for Managing Residential Sales in a Changing Market’, November 2007
‘Real Property Secured Transactions’ California Continuing Education of the Bar, San Diego, October 2004
‘Transactional and DRE Issues’, CBIA/SB800 Workshops, September / October 2002
Me in a minute
I feel so lucky to have been involved in creating so many great places to live and work
I was first exposed to real estate development as I grew up in a family where both my grandmother and my father were involved in various aspects of real estate sales and development. I loved the idea that one could help shape our communities into more desirable places. After working for a government land use agency following college, I opted to become a lawyer because I found the legal aspects challenging and interesting.
Having recently joined Withers, I am so pleased to continue building strong personal relationships with my long time clients, and new clients I have begun working with at the firm. What I enjoy the most about what I do is that I have the chance to work with all aspects of real estate law, which often involves working with a client’s vision, and a talented team that brings that vision into reality. The process can be challenging, but it is so satisfying to provide solution-oriented guidance grounded in the large variety of matters I have handled in my career.
I feel so lucky to have been involved in creating so many great places to live and work. Collaborating with so many creative people and visionaries, it is not uncommon at all to end up giving legal shape to an idea initiated by our client, but also to provide alternatives that help them meet their goals when circumstances change.
Now that I am working more with individual clients and their families at Withers, I have the opportunity to apply my experience for the benefit of clients who may be working with an unusual real estate ownership, development or sale issue for the first time. The atmosphere of our firm of being so client focused also works well with institutional clients, all of whom are unique individuals in their own right that want to implement their goals in a way they feel best suits the situation we are facing. Developing a keen awareness of the needs of each client is highly valued at our firm, and is consistent with my own personal style.
I very much enjoy volunteering my time in community and industry groups, which gives me the opportunity to both give back and meet even more great people who enjoy the same activities that I do.