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S. Shawn Whitney

Partner

Spencer Fane attorney S. Shawn Whitney

T 417.888.1015 / 954.308.5602
F 954.308.5601
swhitney@spencerfane.com


Shawn is the Co-Chair of the firm’s Real Estate group and chair of the Tax Credit Finance and Opportunity Zones team. He is focused on structuring low-income housing, historic rehabilitation, and new markets tax credit transactions for developers, investors, syndicators, lenders, and Community Development Enterprises (CDE’s).

His primary focus is on affordable housing and the adaptive reuse of historic buildings utilizing state and federal tax credit programs along with other incentives such as tax abatements/exemptions, TIF, and other development incentives.

Shawn represents CDE’s in the development of New Markets Tax Credits allocations. He has extensive experience dealing with state tax credit issues and twinned projects. He also closes both 4% and 9% low-income housing tax credit projects. Many of his deals require him to work with clients to layer HOME funds, non-profit grants, and NMTC leverage loans into difficult-to-develop projects. Shawn has deep experience representing developers of a continuum of care facilities often including raising millions of dollars in private equity.

Relevant Experience:

  • Represented QALICB on adaptive reuse of large middle school building into nation’s largest business incubation space utilizing New Market Tax Credits and state and federal historic tax credits.
  • Represented developer on adaptive reuse of historic building using 4% tax-exempt bond financing, HOME funds, state and federal Historic Tax Credits, and brownfield grant.
  • Represented developer on adaptive reuse of historic school building using New Market Tax Credits, State and Federal Historic Tax Credits, and affiliated leverage loan structure into state university classroom, housing, and business incubation space.
  • Represents historic tax credit syndicator on investments into historic rehabilitation projects in multiple states. This representation includes drafting of all germane equity documents arising out of the admission of the fund into the project’s ownership structure and due diligence review.
  • Represents CDE’s in the deployment of large New Markets Tax Credit allocation.
  • Represents lenders on many low-income tax credit construction-to-permanent loans.
  • Represents developers, lenders, and investors on senior, student, and multi-family housing projects.

To view Shawn’s additional representative experience, please click here.


Speaking Engagements

  • Speaker, Missouri Workforce Housing Association Annual Conference – August 2021
  • Speaker, 2019 CCEKS/Kansas Economic Development Alliance Joint Annual Conference – November 2019
  • Speaker, Urban Land Institute Oklahoma: Historic Tax Credit 201 – October 2019
  • Speaker, Novogradac 2019 Historic Tax Credit Conference – September 2019
  • Speaker, Novogradac 2018 Historic Tax Credit Conference – September 2018
  • Panelist, 9th Annual Missouri Workforce Housing Association Conference – June 2019
  • Speaker, Opportunity Zone and New Markets Tax Credit Conference – April 2019
  • Speaker, Novogradac 2018 Historic Tax Credit Conference – September 2018
  • Panelist, Novogradac 2017 Historic Tax Credit Conference – September 2017
  • Panelist, Novogradac 2016 Historic Tax Credit Conference – September 2016
  • Panelist, Missouri Workforce Housing Association (MOWHA) Sixth Annual Conference – July 2016
  • Speaker, Cocktails, Construction and Credits: A Panel Discussion on the Latest Trends in Construction and Tax Credits – May 2016
  • 2015 Affordable Housing Tax Credit Conference in New Orleans, on the “Fair Housing and the LIHTC” panel
  • 2014 Affordable Housing Tax Credit Conference in San Francisco, on the “Nonprofits and preparing for Year 15” panel
  • 2013 Affordable Housing Tax Credit Conference in San Francisco, on the “For-Profit/Nonprofit Partnerships” panel

Memberships

  • American Bar Association
  • The Missouri Bar
  • Springfield Metropolitan Bar Association
  • National Historic Credit Coalition

Civic Involvement

  • Historic Revitalization for Missouri
  • Missouri Workforce Housing Association (MOWHA)

Distinctions

  • The Best Lawyers in America, 2022

Contact Shawn Whitney at 954.308.5602 or swhitney@spencerfane.com.