Friday, January 9, 2015

Pending $200M sale of 1818 Market St. just got complicated



Three partial owners of 1818 Market St., an office building in Center City, have voluntarily filed for Chapter 11 bankruptcy protection in the Central District of California, complicating a pending deal to sell the 37-story, 940,000-million-square-foot tower.

Shorenstein Cos. of San Francisco has the building under agreement for around $203 million and had been expected to close on it in the next few weeks. A Shorenstein spokesman said the company had no comment on the bankruptcy filings or pending sale.

Now called 1818 Beneficial Bank Place, the building serves as the headquarters for Beneficial Bank and Five Below. It was put on the market in May 2013 by Sovereign Capital Management Group Inc. of San Diego.

Sovereign came to own a majority stake in the building when it acquired Daymark Realty Advisors in 2012. When it was in that position, Sovereign gave 1818 Market some so-called "rescue capital" when its ownership, nearly three dozen tenant-in-common entities with fractional amounts of ownership, struggled. That investment gave Sovereign a controlling interest in the property though it said it continued to "partner" with fractional owners of the building.


There's more to its ownership history.

The property last traded in 2006 for $153.8 million. That's when NNN Realty Advisors of Santa Ana, Calif., bought it. NNN Realty later became known as Daymark. During the recession, Daymark and its tenant-in-common approach to buying real estate ended up floundering and that's when Sovereign swooped in.

The three fractional owners that have filed for bankruptcy protection are tenant-in-common entities. There are a total of 35 fractional entities that have ownership interests in 1818 Market.

John L. Smaha, the attorney representing the three fractional owners who filed for bankruptcy protection, couldn't be reached for comment.

Sovereign said in a statement that the three fractional owners had "interfered with the rights of the majority owners to sell" the property and litigation ensued. Part of the situation stems from Sovereign exercising in 2013 an option to buy out two dissenting fractional entities that have subsequently filed for bankruptcy. A third fractional entity joined in filing bankruptcy.

An arbitrator in California was appointed to determine whether, among other issues, the move to sell 1818 Market by Sovereign was appropriate and whether Soverign had the right to exercise its option to buy out the two fractional entities. The third entity that filed for bankruptcy protection was not part of the original dissention.

On Dec. 16, a ruling was handed down through the arbitration process in favor of Sovereign.

The final phase of the arbitration process was scheduled earlier this week to determine how much to pay those tenant-in-common interests, said Todd A. Mikles, chief executive officer of Sovereign. Instead of going through the arbitration process, the bankruptcy filings were made.

"It's unfortunate because we really helped take the asset and turn it around," Mikles said.

The situation forced Sovereign to extend Shorenstein's contract to buy the building until things get settled.

"They are locked and loaded to see the asset through," Mikles said about the buyer.

Sovereign plans to go through the courts to have the matter resolved and is hopeful that it will be soon though, like any legal situation, it could drag on.

"It's a very interesting situation," said Adam Stein-Sapir, a bankruptcy expert with Pioneer Funding Group. "Normally with a building you have a single owner but with TIC [tenant in common] ownership, it can be like herding cats. It can present challenges."

As seen in this scenario, those challenges can arise when part of the ownership wants to sell, others don't or disagree with the building's value, and can also impact lenders involved in a property.

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