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S. Shawn Whitney

Partner

Spencer Fane attorney S. Shawn Whitney

T 417.888.1015 / 816.292.8269
F 417.881.8035
swhitney@spencerfane.com


Shawn is the Co-Chair of the firm’s Real Estate group and also chairs the Tax Credit Finance and Opportunity Zones team. He is focused on structuring low-income housing, historic rehabilitation, new markets tax credit and opportunity zone transactions for developers, investors, syndicators, lenders, and Qualified Opportunity Funds.

His primary focus is representing developers, lenders, QALICB’s, and tax credit syndicators/investors 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.

Whitney 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 tax credit projects. Often his projects utilize HUD 221(d)(4) construction loans as well as HUD 223(f) refinancing.

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 class room, 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 developer on historic project with historic tax credit investor and opportunity zone investor.
  • Regularly represents lenders in LIHTC, Historic and leverage loan transactions.
  • 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, 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 – 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)

Contact Shawn Whitney at 417.888.1015 or swhitney@spencerfane.com.