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Roman Petra
Partner
Suite 1400
Orlando, FL 32801
As assistant chair of the firm's Affordable Housing & Tax Credit practice group, Roman concentrates his legal practice on commercial real estate transactions. He represents for-profit and non-profit developers and sponsors throughout the U.S., with clients ranging from large national developers to local developers with just a few employees.
Roman advises clients on different...
As assistant chair of the firm's Affordable Housing & Tax Credit practice group, Roman concentrates his legal practice on commercial real estate transactions. He represents for-profit and non-profit developers and sponsors throughout the U.S., with clients ranging from large national developers to local developers with just a few employees.
Roman advises clients on different facets of commercial real estate transactions, from raising capital to tax matters, including acquisition, construction, development, disposition (single asset and portfolio), financing, management, and zoning matters. Roman primarily focuses on projects financed with Low-Income Housing Tax Credits, bond financing (tax-exempt and taxable) and other sources of U.S. Department of Housing and Urban Development, state, local, and other gap financing, including Affordable Housing Program, Community Development Block Grant, HOME Investment Partnerships Program, etc. Roman also works on transactions structured with Tax Incremental Financing, New Markets Tax Credits, historic tax credits, Qualified Opportunity Zones, and USDA financing.
He is also well versed in alternative capital formation options, including private investments, crowdfunding, online platforms, and Regulation A+. Roman has earned his CRE® designation, one of the highest recognitions in the real estate professionals industry. In 2013, he received the national Certified Commercial Investment Member (CCIM) designation from the CCIM Institute. He is a graduate of the CCIM’s 2014 Jay W. Levine Leadership Development Academy.
Roman also holds a real estate license as a broker-associate and has been a Florida Realtor® faculty member.
facets of commercial real estate transactions, from raising capital to tax matters, including acquisition, construction, development, disposition (single asset and portfolio), financing, management, and zoning matters. Roman primarily focuses on projects financed with Low-Income Housing Tax Credits, bond financing (tax-exempt and taxable) and other sources of U.S. Department of Housing and Urban Development, state, local, and other gap financing, including Affordable Housing Program, Community Development Block Grant, HOME Investment Partnerships Program, etc. Roman also works on transactions structured with Tax Incremental Financing, New Markets Tax Credits, historic tax credits, Qualified Opportunity Zones, and USDA financing.
He is also well versed in alternative capital formation options, including private investments, crowdfunding, online platforms, and Regulation A+. Roman has earned his CRE® designation, one of the highest recognitions in the real estate professionals industry. In 2013, he received the national Certified Commercial Investment Member (CCIM) designation from the CCIM Institute. He is a graduate of the CCIM’s 2014 Jay W. Levine Leadership Development Academy.
Roman also holds a real estate license as a broker-associate and has been a Florida Realtor® faculty member.
Experience
- Counsels clients seeking to create and raise capital through Qualified Opportunity Funds per the recently enacted Opportunity Zone program
- Drafts and reviews purchase and sales agreements (PSAs) and complex leases for either undeveloped land, or income producing assets, of either single-tenant, or multi-tenant facilities
- Attends to matters regarding title insurance, survey and property rights (e.g., easements, rights-of-way, licenses)
- Prepares and negotiates various agreements and performs the necessary due diligence to maximize the benefits for clients
- Reviews and advises on various construction matters, from contracts (fixed price/lump sum and cost plus) to construction lien and bond disputes
- Plans and structures tax-free exchanges (1031) of like-kind property used either in trade or business, or held for investment, from real estate (i.e., tangible and development rights) to intangible assets (i.e., PSA); transactions include deferred forward and reverse exchanges
- Advises on regulatory requirements that affect real estate transactions, from capital reserve requirements to the Community Reinvestment Act (CRA)
- Regularly provides counsel to his clients on confidentiality agreements, joint ventures (JV), development agreements, entity selection, licensing, organizational structuring, non-disclosure agreements, ownership, and securities
- Prepares formations
Education
- Harvard University, Graduate School of Design, AMDP (2022)
- Georgetown University Law Center, LLM, Taxation (2003)
- University of Miami School of Law, LLM, Real Property Development (2000)
- Valparaiso University School of Law, JD, cum laude, senior honors (1999)
- Illinois College, BA, summa cum laude (1996)
Admissions
- Florida
- District of Columbia
- Illinois
- U.S. Tax Court
Practice Areas
Industries
- Counsels clients seeking to create and raise capital through Qualified Opportunity Funds per the recently enacted Opportunity Zone program
- Drafts and reviews purchase and sales agreements (PSAs) and complex leases for either undeveloped land, or income producing assets, of either single-tenant, or multi-tenant facilities
- Attends to matters regarding title insurance, survey and property rights (e.g., easements, rights-of-way, licenses)
- Prepares and negotiates various agreements and performs the necessary due diligence to maximize the benefits for clients
- Reviews and advises on various construction matters, from contracts (fixed price/lump sum and cost plus) to construction lien and bond disputes
- Plans and structures tax-free exchanges (1031) of like-kind property used either in trade or business, or held for investment, from real estate (i.e., tangible and development rights) to intangible assets (i.e., PSA); transactions include deferred forward and reverse exchanges
- Advises on regulatory requirements that affect real estate transactions, from capital reserve requirements to the Community Reinvestment Act (CRA)
- Regularly provides counsel to his clients on confidentiality agreements, joint ventures (JV), development agreements, entity selection, licensing, organizational structuring, non-disclosure agreements, ownership, and securities
- Prepares formations
Media
Recognitions
- The Best Lawyers in America®, Tax Law (2023–2025)
- AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
- Florida Legal Elite by Florida Trend magazine (2015–2016)
- Listed in the Bond Buyer’s Municipal Marketplace, a Red Book Directory
Professional Activities
- Certified Commercial Investment Member (CCIM)
- Counselors of Real Estate (CRE)
- Central Florida Commercial Association of Realtors (CFCAR)
Community
- Adjunct Faculty Member, University of Central Florida's College of Business Administration, Dr. P. Phillips School of Real Estate
Leadership
- Graduate, Certified Commercial Investment Member's (CCIM) Jay W. Levine Leadership Development Academy (2014)
As assistant chair of the firm's Affordable Housing & Tax Credit practice group, Roman concentrates his legal practice on commercial real estate transactions. He represents for-profit and non-profit developers and sponsors throughout the U.S., with clients ranging from large national developers to local developers with just a few employees.
Roman advises clients on different...
facets of commercial real estate transactions, from raising capital to tax matters, including acquisition, construction, development, disposition (single asset and portfolio), financing, management, and zoning matters. Roman primarily focuses on projects financed with Low-Income Housing Tax Credits, bond financing (tax-exempt and taxable) and other sources of U.S. Department of Housing and Urban Development, state, local, and other gap financing, including Affordable Housing Program, Community Development Block Grant, HOME Investment Partnerships Program, etc. Roman also works on transactions structured with Tax Incremental Financing, New Markets Tax Credits, historic tax credits, Qualified Opportunity Zones, and USDA financing.
He is also well versed in alternative capital formation options, including private investments, crowdfunding, online platforms, and Regulation A+. Roman has earned his CRE® designation, one of the highest recognitions in the real estate professionals industry. In 2013, he received the national Certified Commercial Investment Member (CCIM) designation from the CCIM Institute. He is a graduate of the CCIM’s 2014 Jay W. Levine Leadership Development Academy.
Roman also holds a real estate license as a broker-associate and has been a Florida Realtor® faculty member.
Experience
The following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.- Counsels clients seeking to create and raise capital through Qualified Opportunity Funds per the recently enacted Opportunity Zone program
- Drafts and reviews purchase and sales agreements (PSAs) and complex leases for either undeveloped land, or income producing assets, of either single-tenant, or multi-tenant facilities
- Attends to matters regarding title insurance, survey and property rights (e.g., easements, rights-of-way, licenses)
- Prepares and negotiates various agreements and performs the necessary due diligence to maximize the benefits for clients
- Reviews and advises on various construction matters, from contracts (fixed price/lump sum and cost plus) to construction lien and bond disputes
- Plans and structures tax-free exchanges (1031) of like-kind property used either in trade or business, or held for investment, from real estate (i.e., tangible and development rights) to intangible assets (i.e., PSA); transactions include deferred forward and reverse exchanges
- Advises on regulatory requirements that affect real estate transactions, from capital reserve requirements to the Community Reinvestment Act (CRA)
- Regularly provides counsel to his clients on confidentiality agreements, joint ventures (JV), development agreements, entity selection, licensing, organizational structuring, non-disclosure agreements, ownership, and securities
- Prepares formations
Education
- Harvard University, Graduate School of Design, AMDP (2022)
- Georgetown University Law Center, LLM, Taxation (2003)
- University of Miami School of Law, LLM, Real Property Development (2000)
- Valparaiso University School of Law, JD, cum laude, senior honors (1999)
- Illinois College, BA, summa cum laude (1996)
Admissions
- Florida
- District of Columbia
- Illinois
- U.S. Tax Court
Practice Areas
- Affordable Housing & Tax Credits
- Blockchain & Digital Currency
- Opportunity Zones
- Private Equity
- Public Finance
- Real Estate Capital Markets
Industries
- The Best Lawyers in America®, Tax Law (2023–2025)
- AV® Preeminent™ Peer Review Rated by Martindale-Hubbell
- Florida Legal Elite by Florida Trend magazine (2015–2016)
- Listed in the Bond Buyer’s Municipal Marketplace, a Red Book Directory
- Certified Commercial Investment Member (CCIM)
- Counselors of Real Estate (CRE)
- Central Florida Commercial Association of Realtors (CFCAR)
- Adjunct Faculty Member, University of Central Florida's College of Business Administration, Dr. P. Phillips School of Real Estate
- Graduate, Certified Commercial Investment Member's (CCIM) Jay W. Levine Leadership Development Academy (2014)
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