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Julie C. Berson

Julie is an associate in the Business and Finance Department and a member of the Firm’s Real Estate Group.  Julie’s practice includes property acquisitions, leasing, ground leasing, condominiums, and planned unit developments, where she has worked with multi-family, retail, office and industrial properties.  She also has extensive experience in the area of financing, having represented both borrowers and lenders in connection with the origination, acquisition, syndication and disposition of mortgage loans, leasehold financings and subordinate debt, lines of credit, post-closing modifications, and loan sales and purchases.

 

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Julie C. Berson

Associate
Business and Finance Department
267.443.4122
jberson@kleinbard.com

Education

Temple University (JD, magna cum laude, 2011)
Temple Law Review
2009 Intra-school Client Counseling Competition Semifinalist

Connecticut College (BA, cum laude, 2006)

Practice Areas

Admissions

New Jersey
Pennsylvania

Professional Highlights

Professional Associations

Julie serves as a member of PIDC’s loan committee, where she assists with the review and approval of their loans to local businesses, developers and non-profits.

Recognition and Accomplishments

Julie was recognized as a 2018 Pennsylvania Rising Star by Pennsylvania Super Lawyers and was selected by the Philadelphia Business Journal as one of the 25 2017 Millennials to Watch in Law.

Prior Experience

Prior to joining Kleinbard, Julie was an associate at Dechert LLP in the Finance and Real Estate Group.  She served as a law clerk to Judge Pollak, United States District Court for the Eastern District of Pennsylvania and to Judge Shapiro, United States District Court for the Eastern District of Pennsylvania.

Representative Matters

  • Represented a local developer in the acquisition and financing of a 2.3 acre parcel in Center City, Philadelphia, which will be redeveloped as townhomes, 150+ units of multifamily, parking and retail space.
  • Represent an investment group in connection with the purchase, diligence and financing of approximately one $10+ million multifamily property in Philadelphia per quarter.
  • Represent a nonprofit in connection with securing the purchase of a portfolio of properties from the Land Bank of Philadelphia, including obtaining zoning variances and drafting condominium documents.
  • Represented a local bank in connection with securing two lines of credit totaling over $30 million and the creation of a $10 million/year loan sale program.
  • Represented a new healthcare business in connection with securing $2 million in leasehold financing.
  • Represented a community revitalization group in the sale of a portfolio of properties.
  • Represented a U.S. and European bank syndicate in connection with $760 million acquisition financing secured by five regional shopping malls located in Ohio, California and Washington, where the loan was later securitized in a single-asset, stand-alone transaction.
  • Represented a U.S. bank in connection with $85 million acquisition financing secured by hotel resort property located on Paradise Island, Bahamas.
  • Represented a U.S. and European bank syndicate in connection with the origination and securitization of a mortgage loan and mezzanine loan in the aggregate amount of $652.5 million secured by 135 limited service hotel properties located in 21 states.

Julie C. Berson

Associate
Business and Finance Department
267.443.4122
jberson@kleinbard.com

Julie is an associate in the Business and Finance Department and a member of the Firm’s Real Estate Group.  Julie’s practice includes property acquisitions, leasing, ground leasing, condominiums, and planned unit developments, where she has worked with multi-family, retail, office and industrial properties.  She also has extensive experience in the area of financing, having represented both borrowers and lenders in connection with the origination, acquisition, syndication and disposition of mortgage loans, leasehold financings and subordinate debt, lines of credit, post-closing modifications, and loan sales and purchases.

 

Representative Matters

  • Represented a local developer in the acquisition and financing of a 2.3 acre parcel in Center City, Philadelphia, which will be redeveloped as townhomes, 150+ units of multifamily, parking and retail space.
  • Represent an investment group in connection with the purchase, diligence and financing of approximately one $10+ million multifamily property in Philadelphia per quarter.
  • Represent a nonprofit in connection with securing the purchase of a portfolio of properties from the Land Bank of Philadelphia, including obtaining zoning variances and drafting condominium documents.
  • Represented a local bank in connection with securing two lines of credit totaling over $30 million and the creation of a $10 million/year loan sale program.
  • Represented a new healthcare business in connection with securing $2 million in leasehold financing.
  • Represented a community revitalization group in the sale of a portfolio of properties.
  • Represented a U.S. and European bank syndicate in connection with $760 million acquisition financing secured by five regional shopping malls located in Ohio, California and Washington, where the loan was later securitized in a single-asset, stand-alone transaction.
  • Represented a U.S. bank in connection with $85 million acquisition financing secured by hotel resort property located on Paradise Island, Bahamas.
  • Represented a U.S. and European bank syndicate in connection with the origination and securitization of a mortgage loan and mezzanine loan in the aggregate amount of $652.5 million secured by 135 limited service hotel properties located in 21 states.

Education

Temple University (JD, magna cum laude, 2011)
Temple Law Review
2009 Intra-school Client Counseling Competition Semifinalist

Connecticut College (BA, cum laude, 2006)

Admissions

New Jersey
Pennsylvania

Professional Highlights

Professional Associations

Julie serves as a member of PIDC’s loan committee, where she assists with the review and approval of their loans to local businesses, developers and non-profits.

Recognition and Accomplishments

Julie was recognized as a 2018 Pennsylvania Rising Star by Pennsylvania Super Lawyers and was selected by the Philadelphia Business Journal as one of the 25 2017 Millennials to Watch in Law.

Prior Experience

Prior to joining Kleinbard, Julie was an associate at Dechert LLP in the Finance and Real Estate Group.  She served as a law clerk to Judge Pollak, United States District Court for the Eastern District of Pennsylvania and to Judge Shapiro, United States District Court for the Eastern District of Pennsylvania.