Malcolm K. Montgomery is a partner in Shearman & Sterling’s Real Estate practice.

His practice spans domestic and cross-border investment and finance, and leveraged lending and bank finance for REITs and other real estate companies. He advises on workouts and restructurings of construction, permanent and mezzanine loans and credit facilities. He handles financings involving assets and currencies in multiple countries, including multi-property secured loans, mezzanine financings, term and construction financings, subscription and debt portfolio financings, hotel and resort financings and mortgage loans.

Malcolm’s clients include Citibank, Deutsche Bank, Banamex, Metropolitan Life Insurance Company and Shorenstein Properties.

Malcolm has published articles in The Real Estate Finance Journal, Real Estate Finance, and Pratt’s Journal of Bankruptcy Law. He has also published pieces for the American Law Institute and The Loan Syndications and Trading Association. Malcolm regularly speaks at industry seminars and conferences on real estate finance and related topics.

• Advised Citibank, N.A. in $3.5 billion in global senior unsecured credit facilities for Digital Realty Trust, L.P., a REIT invested in data center facilities worldwide.
• Advised Metropolitan Life Insurance Company in the development of a real estate secured lending program in Mexico and the origination of over $1.8 billion in loans secured by resort hotels and portfolios of industrial properties throughout Mexico.
• Advised international investment fund clients in connection with the formation of a joint venture investment vehicle that acted as a lender for the $1.67 billion construction financing of American Dream Mall, a multi-million square foot entertainment, dining and shopping complex in northern New Jersey.
• Advised U.S. Bank National Association and RBC Capital Markets in a $1.5 billion term loan secured by 16 shopping malls located in 14 states to affiliates of General Growth Properties.
• Advised Citibank, N.A. in $1.05 billion in senior unsecured revolving and term credit facilities for LaSalle Hotel Operating Partnership, L.P., a REIT invested in upscale full-service hotels.
• Advised Olayan America, the US arm of The Olayan Group, a private international investor, in connection with a $570 million mortgage loan from a syndicate of five banks led by ING Capital to finance the acquisition of the former Sony Building at 550 Madison Avenue in New York City.
• Advised Banamex and Citibank, N.A. in a $500 million revolving credit facility for Terrafina FIBRA in connection with its $665 million IPO—the first-ever corporate revolving credit line for a FIBRA (a Mexican REIT).
• Advised Shorenstein Properties on numerous acquisition and fund-level financings, including subscription line facilities for six of its real estate investment funds for institutional and private investors.

Professional Affiliations

• Member, New York City Bar Association
• Member, New York State Bar Association
• Regent for New York State, American College of Mortgage Attorneys
• Fellow, American College of Real Estate Lawyers
• Member, Association of Foreign Investors in Real Estate
• Member, CRE Finance Council
• Member, International Council of Shopping Centers
• Member, The Loan Syndications and Trading Association
• Member, National Association of Real Estate Investment Trusts
•  Member, Real Estate Lenders Association
• Advisory Board Member, US-Mexico Chamber of Commerce, Northeast Chapter

Awards & Accolades

• Named a leading practitioner in real estate finance by Chambers USA - America’s Leading Lawyers for Business, The International Who’s Who of Real Estate Lawyers, The International Who’s Who of Business Lawyers, Euromoney’s Guide to the World’s Leading Real Estate Lawyers, Who’s Who Legal 100, Who’s Who Legal Real Estate, Who’s Who Legal Hospitality, The Best Lawyers in America, Best Lawyers New York, and New York Super Lawyers.
• Recognized by The Legal 500 Private Practice Power List (2018) as a “leading U.S. attorney with a special focus on Mexico.”