Sam’s practice focuses on public and private securities offerings and other corporate matters, with a concentration on the REIT industry.

Sam advises issuers, underwriters, investors, sponsors and other capital markets participants in a wide range of public and private capital markets transactions including underwritten public offerings, private placements, “at the market” programs, non-listed REIT offerings, Rule 144A offerings, PIPEs and private fund formation.

Sam also advises on mergers, acquisitions, tender offers, reorganizations, external management arrangements, joint ventures and other investment partnerships.

In addition, Sam regularly advises management teams, boards of directors and board committees on fiduciary duties, conflict of interest situations, ESG considerations and other corporate governance matters.

Sam also advises issuer clients with respect to SEC reporting obligations, stock exchange listing requirements, ESG disclosures and other matters relevant to public companies.

Bar Admissions

Education
JD, Harvard Law School, 2007AB, Dartmouth College, cum laude, 2003

• Regulatory watch: The SEC’s proposed climate-change rules and some implications for REITs, Institutional Real Estate Inc.
• The SEC’s Proposed Climate Change Rules and Some Implications for REITs, Real Estate Capital Markets Quarterly Report – 2022 Q1
• Real Estate Capital Markets – 2022 Year in Review
• Real Estate Capital Markets – 2021 Year in Review
• 2023 SEC Reporting Guide: Annual Reports, Proxy Statements and Other Relevant Considerations
• 2022 Marks a Large Step Forward for ESG Disclosure, Retail Industry 2022 Year in Review