Sam joined L+M in 2014 and is responsible for sourcing, structuring, and managing LMXD mixed-use developments. He has worked to expand LMXD’s footprint as a national mixed-use developer, leading $500M of development projects in Washington DC, Pennsylvania, New Jersey, and Connecticut. He also leads the company’s Opportunity Zone equity business, raising over $50M of managed capital. Sam holds a Bachelor of Arts from Duke University and an MBA with distinction from Columbia Business School. He lives in New Rochelle, NY with his wife, two toddlers, and two dogs.

Jason Ross is Managing Director, Head of Acquisitions at Peakline Real Estate Funds, where he leads the firm’s acquisitions efforts for the QOZ and BTR Funds. In this role, Jason oversees sourcing, underwriting, transaction structuring, joint venture negotiations, financing coordination, and execution for new acquisition and development opportunities.

Across Peakline’s current platform and legacy Cresset Real Estate Partners QOZ funds, Jason has been closely involved in the sourcing, structuring, capitalization, and execution of multiple residential, mixed-use, and Build-to-Rent investments in high-growth markets across the United States. His experience across prior QOZ funds provides continuity between Peakline’s established Opportunity Zone track record and the firm’s next phase of tax-advantaged real estate investment activity.

Jason focuses on identifying high-quality investment opportunities, structuring durable partnerships, and advancing disciplined capital deployment across Peakline’s real estate strategies. To date, he has sourced, structured, and capitalized approximately $1.3 billion of acquisition and development investments, representing nearly $500 million of equity. Jason has also spoken at industry conferences and investor-focused forums on Qualified Opportunity Zone and Build-to-Rent investment strategies.

Prior to joining Peakline, Jason served as Director of Capital Markets at VennPoint Real Estate, where he focused on capital sourcing, lender and investor relationships, and opportunistic commercial real estate investments.

Jason earned a Bachelor of Science in Entrepreneurship, with a focus in real estate and finance, from Syracuse University. He is involved in multiple professional and philanthropic organizations including the Urban Land Institute, Jewish United Fund, and Young Presidents’ Organization Next Generation.

Mr. Cohen is responsible for managing BRP Companies' new construction and acquisition rehab transactions. Since 2013, Mr. Cohen has been responsible for over $1B in development comprising over 2,100 units of mixed-income affordable rental housing and over 150,000 SF of commercial space. Mr. Cohen previously held various positions at the New York City Department of Housing Preservation and Development (HPD). Most recently, Mr. Cohen served as the Director of Low Income Housing Tax Credit (LIHTC) Preservation where he oversaw the legal and financial restructuring of over 5,000 residential dwelling units, comprised of over 50 separate transactions. In this role, Mr. Cohen originated over $50M in construction and permanent debt and leveraged over $100M in bond financing, over $80M in equity, $17M in conventional debt, and refinanced over $150M in existing debt.

Mr. Cohen holds a Bachelor of Arts degree in Urban Development from Trinity College and a Master of Arts degree in Urban and Environmental Policy and Planning from Tufts University.

Jason Watkins is a partner of Novogradac & Company LLP. He works out of the metro Atlanta office, where he specializes in the opportunity zones (OZ) incentive, federal and state new markets tax credits (NMTCs), federal and state historic tax credits, and federal and state renewable energy tax credits. He regularly consults with qualified opportunity funds, developers and investors on properly structuring investments to use available tax credits and other incentives. Watkins joined Novogradac in 2012 and works extensively on financial statement audits, tax return preparation, cost certification audits, OZ and NMTC compliance reporting and consulting services. He also leads the firm’s Opportunity Zones Basics workshops and has been a speaker at the company’s NMTC preconference workshops. He regularly contributes OZ-related articles to the Novogradac Journal of Tax Credits and has a leadership role with the Novogradac-hosted Opportunity Zones Working Group. Watkins received a bachelor’s degree in business administration from Kent State University and is licensed in Georgia as a certified public accountant.

Adam R. Sanders is a Member with the Rosenberg & Estis, P.C. Transactions Department. His practice focuses on representing clients in a wide variety of commercial real estate and business transactions and entertainment matters, including acquisitions and sales, financing, leasing, construction, portfolio structuring, Local Law 97, Opportunity Zones, 1031 transactions and general corporate and contractual representation in the real estate, entertainment, and other entrepreneurial industries.

Sanders is the firm’s go-to expert for all matters concerning Opportunity Zones. Investors and real estate developers exclusively rely on him for program updates and comprehensive legal analyses, keeping them on the cutting edge of the program even before regulations are released.

Prior to joining Rosenberg & Estis, Sanders was Founder and Principal of Sanders Legal Group, PLLC. Before becoming an attorney, Sanders participated in Agent Training Program at William Morris Agency (Endeavor) and worked at SNL Studios (the feature film division of Saturday Night Live).

Sanders received a bachelor’s degree in economics from the University of Pennsylvania and earned his juris doctor from Georgetown University Law Center.

Mr. Spencer is the Chairman & CEO of Arden Group, established in 1989 as a fully integrated real estate company focusing on acquiring, developing and managing high quality real estate assets. The company has purchased and developed more than $3.7B of real estate including office buildings, hotels and high-rise mixed-use residential. Arden’s asset management group has managed more than $7.0B in assets. Arden Group in 2012 established Arden Fund Management, its real estate equity and debt fund management business and has been name by Preqin as the #1 globally Most Consistent Closed End Private Real Estate Fund Manager for both 2017 and 2018.

In addition to leading Arden, Craig has participated in several non-real estate ventures including the acquisition and subsequent sale of Admiralty Bank to Royal Bank of Canada in February 2003. He was also a founding board member of Anchor Commercial Bank based in Palm Beach, Florida. Craig was Founder/Co-Owner with Jon Bon Jovi of the Philadelphia Soul Arena Football Team. In its five-year history, Craig helped build it into the most successful team in the league and the 2008 World Champions. Craig and Jon also established and are the Co-Chairmen of the JBJ Soul Charitable Foundation, which has provided 500 housing units along with educational programs to homeless men and women. The Foundation opened Soul Kitchens in Red Bank, NJ in 2011 and Toms River, NJ in 2016 with over 60,000 meals served to date.

Craig is a licensed attorney who specialized in real estate, banking and bankruptcy law. He is a frequent guest lecturer at the Zell/Lurie Real Estate Center at The Wharton School of the University of Pennsylvania.

As a former college athlete, Angel understands the preparation it takes to know your team, know the game plan and execute it for the win. She uses this same approach when it comes to working with clients. Angel is always looking for that competitive advantage business owners can use to realize tax savings.

Since beginning her public accounting career in 2010, Angel has focused on tax planning and compliance, as well as reporting and minimization strategies for clients within the real estate and construction industry. She has deep expertise in the area of Qualified Opportunity Zones (QOZ) and serves as one of the firm’s leaders in this area.

NAIOP Northern Ohio (Commercial Real Estate Development Association) (Education Committee Chair)

Case Western Reserve University Spartan Club (President)

Ohio Society of CPAs

American Institute of CPAs

Crain’s Cleveland Business 40 Under 40 award (2024)

Cleveland Leadership Center’s Bridge Builders Program (Class of 2021)

Bethany Baptist Church

Frequent speaker on the topic of Qualified Opportunity Zones

Angel loves watching and playing all sports, but especially loves cheering for Cleveland’s sports teams and the U.S. women’s soccer team. If not for her star role as an accountant at Cohen & Co, Angel’s dream job would be coaching women’s softball. She also loves spending time with her dogs in the park. Angel lives in Fairview Park, Ohio.

Drawing on over 25 years of experience, Jim’s practice focuses on complex securities and corporate transactions, investment management and corporate law. His practice includes advising opportunistic and strategic investors in acquisitions, joint ventures and dispositions. Jim guides purchasers and sellers through the acquisition process, both domestic and international. He has closed acquisitions and dispositions for clients in many asset classes, including real estate, energy, technology, hospitality, apparel, consumer goods, consulting and financial services. Jim frequently structures synthetic arrangements and transactions to meet the goals of his clients.

Jim’s investment management experience includes the formation and representation of private investment funds. Jim has advised a broad spectrum of investment fund managers in many trading strategies and asset classes, including private equity, venture capital and real estate funds. He guides investment managers to structure their management firms and launch their investment funds. He advises investment funds on transactions from the negotiation of terms, documenting investments closing through investment disposition.

Jim’s securities experience includes representing issuers, underwriters and investors in public and private offerings, reporting and compliance and corporate governance matters. Jim represents U.S. and foreign issuers in startup, early-stage and other venture capital financings, private placements, public offerings and other structured financings.