Joshua A. Kaplan

Partner
305-350-7263
Area of Focus: Corporate, Tax
Joshua A. Kaplan
Partner
305-350-7263
  • OVERVIEW
  • EXPERIENCE
  • INSIGHTS
  • CREDENTIALS
  • PRACTICES
GET TO KNOW JOSHUA

Josh Kaplan focuses his practice on structuring and negotiating complex real estate joint ventures and investments, in addition to advising clients in connection with securities offerings, mergers and acquisitions and general corporate matters. He specializes in providing legal counsel to sponsors and their financial collaborators in the establishment of partnerships with respect to the acquisition, development and ownership of real estate and other operating businesses. His extensive experience covers counseling on structuring, formation of, investment in, and securities offerings for, joint ventures, private placements, and real estate private equity funds. Going beyond individual transactions, Josh assists clients in devising and implementing effective business strategies which involves negotiating venture agreements and overseeing acquisition transactions across various industries, including real estate, cannabis and hospitality. 

With over a decade of experience as a transaction tax attorney, an LL.M. in Tax, and licensed as a Certified Public Accountant in the state of Florida (inactive), Josh possesses a unique advantage lending a strong tax background to his practice, which allows him to give clients a more holistic and strategic view of transactions. Josh’s multifaceted practice and wealth of experience in the real estate sector cements his role as a trusted advisor who ensures that his clients’ ventures are both legally sound and strategically informed.

Q & A
What makes you unique as a real estate joint venture lawyer?
Through my years of navigating many different types of transactions that cover a diverse array of asset types in different types of markets, I’ve learned how to articulate the nuanced issues of joint venture work in a way where people who don’t deal with it every day can understand the important issues to consider and the outcomes we are working toward. My clients find this approach refreshing, and they feel more confident of my counsel to them as a result of it.
What does your relationship with clients look like?
My clients view me as trusted counselor and advisor on the business and legal issues that affect each real estate transaction in which they are involved. By taking a broad, strategic approach to each client matter, I become closely involved in the development and execution of their business plans and long-term goals.
EXPERIENCE
Experience
Representation of real estate fund client in the private placement securities offering of a flagship private equity fund comprised of two separate real estate funds, one focused on debt investments and the other focused on direct residential and commercial investments. The funds' structures include ...
Experience
Representation of one of the largest privately owned development companies in Florida in connection with a joint venture with a private equity firm to develop a luxury high-rise condominium project in Naples, Florida. Our representation included complex tax structuring, as well as the negotiation of...
Experience
Representation of real estate developer Property Markets Group in a $200+ million mixed-use apartment in Fort Lauderdale, Florida. Structured two REITs to close on the acquisition and develop the project, and negotiated the project's joint venture agreement with a Canadian investor group.
Experience
Representation of real estate investment group in the negotiation of a joint venture with a Miami-based real estate developer formed to construct and operate a $200+ million condominium hotel in Hollywood, Florida. Our multi-disciplinary team also represented the joint venture in connection with a $...
Experience
Representation of The Allen Morris Company in the development and financing of Star Metals Office Project, a first class office and retail development in Atlanta, Georgia containing approximately 227,000 rentable square feet of office floor space, 35,000 rentable square feet of retail floor space an...
Experience
Representation of a private investment company in the acquisition of senior debt of a distressed publicly traded Canadian cannabis company. Structured a "going private" transaction for the company, including a joint venture with other secured creditors to acquire the assets of the cannabis company t...
INSIGHTS
Webinar November 17, 2022
Joshua A. Kaplan and David S. Resnick lead a discussion regarding deal considerations and fundamental issues found in every real estate joint venture.
Speaking Engagement April 30, 2021
Joshua Kaplan participated in a presentation titled The Life Cycle of a Real Estate Project: Understanding the Stages and Challenges at the 111th Annual CLE Conference: Roaring Into The '20s: The Next Decade In-House.
Client Alert April 20, 2020
This update is meant to provide U.S. investors in real estate with information regarding a federal tax election that may ease the federal income tax burden of income created by debt forgiveness, including any reductions in debt where certain types of businesses become insolvent.
Speaking Engagement July 23, 2019
Joshua Kaplan participated in a panel on Opportunity Zones: Lessons Learned at the Miami Finance Forum Lunch and Learn Program. The panel discussed fine details of investing in opportunity zones. This event is part of a series of discussions where members and others in the community can network and ...
Publication July 1, 2019
The goal of the survey and the Opportunity Zone Forum conducted on June 5, 2019 was to gather and share valuable insights into a new development with the potential to reshape our industry and to discuss the impact we can expect the QOZ program to have in South Florida.
Speaking Engagement June 5, 2019
The Bilzin Sumberg/ULI SE South Florida Opportunity Zone Forum, possible thanks to a partnership between the law firm and ULI SE/Caribbean, gathered a robust group of developers, investors, and other professionals who specialize in real estate and finance in Florida, to share the preliminary results...
CREDENTIALS
  • New York University, LL.M., 2006
    American University, J.D., Washington College of Law, cum laude, 2005
    University of Florida, M.A., 2002
    University of Florida, B.S., 2002
  • Florida
    New York
  • Florida Super Lawyers, Florida Rising Stars, 2015 - 2019