NYC Affordable Housing Series: Investing in Inclusivity

Jonathan F.P. Rose’s business, public policy and not-for-profit work all focus on creating more environmentally, socially and economically resilient cities. In 1989, Mr. Rose founded Jonathan Rose Companies LLC, a multi-disciplinary real estate development, planning, and investment firm, which creates real estate and planning models to address the challenges of the 21st century. Jonathan has lead the firm’s vision, program and growth, developing award winning new projects, investment funds and city plans to model solutions to the issues of housing, economic development and the environment. The company’s mission is to develop communities that enhance opportunity for all. The firm’s work touches many aspects of community health; working with cities and not-for-profits to build affordable and mixed-income housing, cultural, health and educational infrastructure, and advocates for neighborhoods to be enriched with parks and open space, mass transit, jobs and healthy food. The firm’s innovative development, planning, investment, and owners representation work has won awards from a wide range of notable organizations including: the Urban Land Institute, the National Trust for Historic Preservation, the Natural Resources Defense Council, the American Planning Association and the American Institute of Architects. Mr. Rose frequently lectures on affordable housing, community development, smart growth and the environment. Mr. Rose’s book on how to create resilient cities, The Well-Tempered City: What Modern Science, Ancient Civilizations and Human Behavior Teach Us About the Future of Urban Life, was published by Harper Wave in 2016, and won the 2017 PROSE Award for Outstanding Scholarly Work by a Trade Publisher. Mr. Rose frequently lectures at graduate schools of business, environment and architecture. In 2015, he held the Yale School of Architecture’s Edward P. Bass Distinguished Visiting Architectural Fellowship. Mr. Rose has testified before U.S. Senate and House Committees on housing, infrastructure and environmental issues, and served as an Advisor to the White House Office of Urban Affairs. Mr. Rose is a Trustee of Enterprise Community Partners and the Brooklyn Academy of Music. He is an Honorary Member of the American Institute of Architects and Honorary Trustee of the American Museum of Natural History and Jazz at Lincoln Center. Mr. Rose chaired the Metropolitan Transit Authority’s Blue Ribbon Sustainability Commission, which developed the nation’s first green transit plan, and was a commissioner on Governor Cuomo’s NYS 2100 Commission, tasked with identifying strategies for the long-term resilience of New York State’s infrastructure post-Hurricane Sandy. Mr. Rose and his wife Diana Calthorpe Rose are the co-founders of the Garrison Institute and serve on its Board. The Institute connects inner transformation with outer solutions to relieve suffering in the fields of trauma, education and the environment. Mr. Rose graduated from Yale University in 1974 with a B.A. in Psychology and Philosophy, and received a Masters in Regional Planning from the University of Pennsylvania in 1980.

Mr. Marshall is a co-founder of BRP Companies, a vertically integrated owner, operator, developer and manager of transit-oriented, mixed-use, multifamily properties in the NY Tri-State area. With over 70 employees and a track record of 1.3 million SF of completed real estate projects, the firm has over $1 billion in transactions currently under development. Mr. Marshall is responsible for executing BRP’s investment strategy including deal origination, acquisition, finance and development. He has also led the firm’s strategic partnership initiatives such as the firm’s decade long partnership with Goldman Sachs Urban Investment Group and BRP’s active relationships with all of the New York City Agencies. Prior to co-founding BRP, Mr. Marshall was a Managing Director at Musa Capital Advisors, an emerging markets private equity and financial advisory firm based in New York City. Musa Capital managed a Separate Account for Kingdom Holding Africa, HRH’s Prince Alwaleed Bin Talal’s Investment vehicle for Sub-Saharan Africa. At Musa Capital, Mr. Marshall was instrumental in executing cross-border transactions including the $37 million development of a mixed-use office complex and mall in Harare, Zimbabwe. Mr. Marshall also led successful investments in the Telecommunications and Financial Services sectors. Prior to Musa Capital Advisors, Mr. Marshall was a Senior Associate at Wasserstein Perella & Co., an investment banking firm based in New York City. While at Wasserstein, Mr. Marshall was an integral member of the firm’s Telecommunications and Media, Mergers and Acquisitions practice, where he assisted in transactions exceeding $15 billion. Mr. Marshall is a Founding Member of the Council of Urban Professionals (CUP), and is a Member of the Executive Board of the New York State Affordable Housing Association (NYSAFAH). Mr. Marshall also proudly serves on the Boards of Enterprise NYC Advisory Board and Citizens Housing and Planning Council since 2018, and is a Trustee of Xavier University of Louisiana. Mr. Marshall holds a Bachelor of Science degree in Electrical Engineering from Boston University and a Master of Business Administration in Finance and International Business from Columbia Business School.

Lynne Patton is the Regional Administrator, Region II (New York & New Jersey), overseeing the largest HUD program office in the country. Prior to her appointment, she served as Senior Advisor to the 17th Secretary, Benjamin S. Carson, in Washington, D.C. As Senior Advisor, Patton spearheaded Secretary Carson’s National Listening Tour and worked to identify critical reform to HUD’s Section 3 Rule, which provides a job training and employment with HUD-funded projects in underserved communities. Patton also co-developed Secretary Carson’s heralded Envision Center initiative and continues to serve as Secretary Carson’s Senior Advisor on Public-Private Partnerships. Patton also advised President Trump’s Commission on Combating Drug Addiction and the Opioid Crisis on HUD’s best practices as reflected in their drug elimination program. Prior to coming to HUD, Patton rose through the ranks of one of the most high-profile global real estate companies in the world, The Trump Organization. For nearly a decade, Patton served as a primary liaison between the Trump family and notable philanthropies, Fortune 500 companies, city & state officials, as well as international developers and construction vendors. Patton was also tasked with identifying altruistic causes as Vice President of The Eric Trump Foundation, raising over $16 million dollars for St. Jude Children’s Research Hospital during her tenure. In July 2016, Patton was tapped by then Presidential candidate, Donald J. Trump, to be a keynote speaker at the 2017 Republican National Convention in Cleveland, Ohio. Following the 2016 election, Trump handpicked Patton to accompany him to Washington D.C. for his inaugural term. That same year, Newsweek Magazine named Lynne Patton among the “Top 50 Most Influential African-American Republicans” and she was selected by Roll Call Magazine as one of “17 Rising Political Stars in Washington, DC” in 2017. In April 2019, Patton was named one of the Commercial Observer’s “Most Powerful Players in New York City Real Estate” on their coveted “Power 100” list. As Regional Administrator for New York & New Jersey, Patton oversees the single largest public housing authority in the western hemisphere, the New York City Public Housing Authority (NYCHA), with a residential population greater than the City of Miami, Florida. Overall, there are 168 housing authorities in the State of New York and nearly 98 in New Jersey, in addition to the largest portfolio of privately owned multi-family properties in the northeast and mid-atlantic regions. In February 2019, RA Patton brought global attention to the inhumane living conditions of NYCHA residents when she stayed in public housing for a period of one month, generating over 759 media hits per week. Patton’s high-profile stay resulted in the first emergency meeting convened by any sitting president – Democrat or Republican - on the systematic failures of the New York City Public Housing Authority. Regional Administrator Patton has worked with NYCHA directly in their COVID-19 response efforts, specifically helping Chairman Gregory Russ secure 500,000 masks for operations and essential staff. Due to Regional Administrator Patton’s direct recommendation and leadership, NYCHA contracted with two venders, EastCo and Alliance, to clean high traffic areas in NYCHA’s 2200 buildings, 3400 lobbies, and 29,000 stories per week. RA Patton was tapped by the White House during the COVID-19 crisis to assist their Opportunity and Revitalization Council (WHORC) to help our nation’s most vulnerable communities receive Personal Protective Equipment (PPE) and other direct federal resources. Patton is the first Region II Regional Administrator to visit a Native-American Reservation in the State of New York, which has 8 federally recognized tribes. In the summer of 2017, Patton was the honorary guest of the Shinnecock Nation at their Annual Tribal Pow-Wow and personally delivered a $1 million housing grant to the Seneca Nation of Indians in October 2018. Patton was instrumental in the creation of the REAC taskforce and the historic reform of HUD’s national physical assessment inspection process (REAC/PHAS), placing greater emphasis on the distressed residential living conditions of multifamily properties and public housing authorities across the country. Alongside HUD’s General Counsel, Patton played a key role in Secretary Carson’s widely-praised decision to reinterpret prevailing wage language in the Rental Assistance Demonstration Program, Conversion II (RAD-2), so Davis-Bacon requirements are not applied to multi-family rehabilitation, allowing for the preservation of more affordable housing. Patton also advocated with HUD and the White House to ensure Private Activity Bonds (PAB’s) were not eliminated from Trump’s historic Tax Reform Bill and worked with HUD leadership and the Department of Treasury to extend the deadline for their joint-HUD Risk-Share Program, enabling critical projects to survive. In April 2018, Patton fought to reverse a decision by HUD headquarters in Washington, D.C., to close the oldest LGBTQ nightclub in Buffalo, NY. Bringing all principles together, Patton was able to broker a lease agreement that accommodated all HUD regulations and ultimately allowed the establishment to reopen later that fall. In July 2018, Patton was appointed Chairwoman of the U.S. Interagency Council for Homelessness (USICH). She also serves on the Federal Leadership Resilience Collaborative to improve recovery protocol from natural disasters and is tasked with overseeing the Post-Sandy construction of two major levees in New Jersey and lower Manhattan. To date, Region II has successfully eradicated chronic and/or veterans homelessness in over 26 municipalities (including nine counties) in both New York and New Jersey and will continue to advocate for the data-driven policies, such as the Housing First initiative. In 2016, Patton was presented with a Humanitarian Award by the New York City Police Department (NYPD) and 77th Precinct Community Council. Born in New Haven, Connecticut, Patton has resided in the State of New York for over 15 years. She currently lives in New Rochelle, New York, with her longtime boyfriend, Andrew, and their Shih Tzu, Winston.

Daniel M. Bernstein joined Rosenberg & Estis, P.C. in 2017 and is a member and leader of the firm's Tax Incentives & Affordable Housing Department. Mr. Bernstein's practice involves affordable housing and urban development issues in New York, obtaining property tax exemptions and abatements (new and old 421-a, ICAP/ICIP, 420-c, 420-a, J-51, Article XI, etc.), development rights bonuses and incentives / zoning requirements (Voluntary and Mandatory Inclusionary Housing, FRESH program, Zoning for Quality and Affordability) for New York City projects. Mr. Bernstein is experienced in the assessment and taxation of real property in New York, as well as acquisition, financing, leasing, Declarations of Condominium, and condominium offering plans. Mr. Bernstein also has extensive experience helping real estate developers obtain economic incentives for their residential, commercial, or mixed-use projects.