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Winn Development
Boston, Massachusetts

Winn Development acquires, develops and manages multi-family and mixed use projects throughout the United States. Its holdings are valued at more than $1.5 billion. Winn’s multifamily management portfolio includes more than 70,000 residences across the country.

Overlook Associates was retained to identify and acquire properties suitable for residential development in Virginia. Fred Phillips, a native of Virginia and familiar with the geography and economic climate of the state, proposed this strategy to Winn. Overlook’s unparalleled experience with preservation economics and development allowed it to identify and place under agreement a number of buildings as potential candidates for residential conversion. Overlook took on the front end responsibilities of researching markets, meeting the local property owners, securing site control, building good community relations, and establishing feasibility. This work established a development pipeline for Winn. Virginia has an attractive historic rehabilitation tax credit for qualified buildings, as well as a variety of additional local and state economic development incentives. Overlook initially targeted the cities of Lynchburg and Danville as locations for development because both have a stock of reasonably priced building and attractive economic prospects.

RCG, LLC, Somerville, Massachusetts
Somerville, Massachusetts

RCG is a real estate investment, development, and management firm which owns and manages over 1,000 apartments and retail units. RCG develops new or rehabilitates old residential and commercial properties for rental or for sale.

Overlook was retained as the historic consultant for the $11 million renovation of the Davis and Furber Machine Shop Complex in North Andover, Massachusetts. This building had been renovated for office use during the 1980s but had lost all tenants after the dotcom bubble burst. RCG is renovating the buildings as a mixed use residential, office, retail and restaurant project with Overlook’s guidance and consulting.

Architectural Heritage Foundation
Boston, Massachusetts

The Architectural Heritage Foundation (AHF) is a not-for-profit developer that specializes in preservation and revitalization by rehabilitating historic structures. AHF transforms these historic sites, invigorating the communities in which they reside.

Lanie Finbury provided development consulting services to the Architectural Heritage Foundation from 2002 until 2006. Lanie identified and acquired preservation projects consistent with the foundation’s mission and advocated for projects in the state legislature and local communities. In this role, she was successful in obtaining grant funding, loans and zoning changes. Fred Phillips provided advice on project feasibility and pricing analyses, as well as consulting on compensation and tax issues. Fred and Lanie both prepared applications for and obtained approval of state and federal historic rehabilitation tax credit allocations.

Soucy Industries, Inc.
Pelham, New Hampshire

Soucy Industries has provided superior steel and miscellaneous metals fabrication and erection services to Eastern Massachusetts and beyond for more than 80 years. Soucy fabricates and erects institutional, commercial, and industrial buildings of all kinds.

Overlook was retained to arrange financing for Soucy’s Tremont Yard project in Lowell, Massachusetts. This $11 million project involves construction of a new five story glass office building on the site of the former Tremont Mill. The major tenant for the project is Jeanne d’Arc Credit Union of Lowell, which will consolidate its operating and administrative activities in the building.

Nobis Engineering, Inc.
Concord, New Hampshire

Nobis Engineering is a leading provider of civil, environmental, geotechnical, wetland, and landscape architecture services in New England. Founded in 1988, the company has grown to more than 70 employees and was recently voted one of the ten best companies to work for in New Hampshire.

Overlook proposed rehabilitation of the former Davis and Sargent Building in Lowell, Massachusetts to Nobis Engineering, Inc. as an alternative to leasing additional space in a suburban office park. Overlook enlisted the support of the city for the project and arranged the financing through the Massachusetts Housing and Investment Corporation.

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