Gvest Real Est., LLC v. JS Real Est. Invs., LLC

CourtSupreme Court of North Carolina
DecidedDecember 12, 2025
Docket308A24
StatusPublished

This text of Gvest Real Est., LLC v. JS Real Est. Invs., LLC (Gvest Real Est., LLC v. JS Real Est. Invs., LLC) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gvest Real Est., LLC v. JS Real Est. Invs., LLC, (N.C. 2025).

Opinion

IN THE SUPREME COURT OF NORTH CAROLINA

No. 308A24

Filed 12 December 2025

GVEST REAL ESTATE, LLC (formerly Gee Real Estate, LLC), plaintiff

v. JS REAL ESTATE INVESTMENTS, LLC; SHAW CAPITAL & GUARANTY, LLC; TR REAL ESTATE, LLC; LEVAN CAPITAL, LLC (formerly known as Trinvest Partners, LLC); JAMES SHAW; TYSON RHAME; and YARDS AT NODA, LLC, defendants v.

JS REAL ESTATE INVESTMENTS, LLC.; TR REAL ESTATE, LLC; JAMES SHAW; TYSON RHAME; and YARDS AT NODA, LLC, counterclaim plaintiffs v. GVEST REAL ESTATE, LLC (formerly Gee Real Estate, LLC), counterclaim defendant

Appeal pursuant to N.C.G.S. § 7A-27(a)(2) from an order and opinion granting

defendants’ motion for summary judgment and granting in part and denying in part

plaintiff’s motion for partial summary judgment entered on 12 September 2023 by

Judge Adam M. Conrad, Special Superior Court Judge for Complex Business Cases,

in Superior Court, Mecklenburg County, after the case was designated a mandatory

complex business case by the Chief Justice on 28 November 2016 pursuant to

N.C.G.S. § 7A-45.4(b). Heard in the Supreme Court on 23 April 2025.

Rex C. Morgan and Jonathan Salmons for plaintiff-appellant.

Chelsea J. Corey for defendant-appellees. GVEST REAL EST., LLC V. JS REAL EST. INVS., LLC

Opinion of the Court

RIGGS, Justice.

This case involves a dispute over the membership and management of Yards

at NoDa, LLC (Yards at NoDa) between plaintiff, Gvest Real Estate, LLC (Gvest),

and defendants, JS Real Estate Investments, LLC and TR Real Estate, LLC

(collectively, the real estate companies) and the real estate companies’ respective

owners, James Shaw and Tyson Rhame. Before us is the issue of whether the

Business Court erred in granting defendants’ motion for summary judgment on

Gvest’s declaratory judgment claim and granting summary judgment to the extent

brought by defendants on Gvest’s claims for breach of fiduciary duty and constructive

fraud. For the reasons set forth below, we conclude that the Business Court did not

err and affirm its order and opinion.

I. Factual and Procedural Background

A. Establishment of Yards at NoDa and Subsequent Business Disputes

In 2011, Raymond Gee, a Charlotte businessman and real estate developer,

identified a large tract of real estate in the North Davidson neighborhood of Charlotte

that was ripe for multi-family residential redevelopment. Mr. Gee had a prior

working relationship with Atlanta-based investor Mr. Shaw, and Mr. Gee contacted

Mr. Shaw about investing in the venture. Mr. Shaw agreed that the development

was a good business opportunity, and he contacted another Atlanta-based business

associate, Mr. Rhame, about his potential investment in the project.

Mr. Gee, Mr. Shaw, and Mr. Rhame formed Yards at NoDa in 2012 to begin

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work on the development. Per the Operating Agreement, Mr. Gee and Mr. Shaw were

identified as the two managers of the company, while three investment limited

liability corporations were identified as the company’s members: (1) plaintiff Gvest

(then identified as Gee Real Estate, LLC), which was completely controlled by Mr.

Gee, owned 25% of Yards at NoDa; (2) defendant JS Real Estate Investments,

completely controlled by Mr. Shaw, owned 37.5% of Yards at NoDa; and (3) defendant

TR Real Estate, completely controlled by Mr. Rhame, owned 37.5% of Yards at NoDa.

Mr. Gee’s more limited capital investment, reflected by the smaller ownership

interest, was to be offset by his “sweat equity” expended shepherding the project

along.

Relevant to this appeal, the Operating Agreement contained several

mandatory provisions concerning the transfer of interests and removal of members.

According to subsection 6.1.1.2 of the Operating Agreement, any transferee was

required to “deliver[ ] to the Company a written instrument agreeing to be bound by

the terms of Section VI of this Agreement.” Subsection 6.1.1.5 required “[t]he

transferor or the transferee [to] deliver[ ] the following information to the Company:

(i) the transferee’s taxpayer identification number; and (ii) the transferee’s initial tax

basis in the Transferred Interest.” Finally, subsection 6.1.1.6 mandated that “the

transferor . . . obtain[ ] the prior written consent of the Manager, which consent may

be withheld in the Manager’s sole discretion.” The Operating Agreement explicitly

defined the term “Manager” to mean both Mr. Gee and Mr. Shaw. Pursuant to the

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Operating Agreement, failure to comply with any of these mandatory transfer

provisions would render the transfer “invalid, null and void, and of no force or effect.”

Mr. Gee’s relationship with his partners quickly deteriorated. In 2013, Mr.

Shaw and Mr. Rhame began the process of attempting to freeze Mr. Gee out of the

venture, first by attempting to transfer JS Real Estate Investments’ and TR Real

Estate’s membership interests in Yards at Noda to a set of different holding

companies, Shaw Capital and Levan Capital (collectively, the Capital companies).

Mr. Shaw and Mr. Rhame also submitted a proposed amendment to the Operating

Agreement that would have made the Capital companies members of Yards at NoDa

in the place of the real estate companies; Gvest initially agreed to the amendment

but subsequently withdrew that approval. Mr. Shaw and Mr. Rhame also issued a

2013 K-1, a federal tax document, to Mr. Gee that showed him possessing a reduced

16.78% ownership interest in Yards at Noda, though it was subsequently amended

and reissued to reflect Mr. Gee’s correct 25% interest.

Of particular importance to this appeal, there are no executed documents in

the record directly establishing that the transfer provisions of the Operating

Agreement were followed. No “written instrument agreeing to be bound by the terms

of Section VI,” as required by subsection 6.1.1.2, was ever produced in discovery or

testified to; no testimony or document directly established that the Capital companies

ever delivered their “taxpayer identification number[s]” or “initial tax bas[e]s,” as

required by subsection 6.1.1.5, and there is no document showing “prior written

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consent of the Manager,” i.e., Mr. Gee and Mr. Shaw, approving the transfers.

Indeed, Mr. Gee acknowledged that he never executed such written consent.

Notwithstanding the absence of any evidence clearly establishing compliance

with these formalities, the record does contain evidence suggesting that Mr. Shaw

and Mr. Rhame did attempt and intended to effectuate membership transfers to the

Capital companies. For example, Yards at NoDa’s tax returns for 2014 and 2015

listed the members as Gvest and the Capital companies. Yards at NoDa’s 2013 return

was also amended in September 2014 to list the Capital companies as members. And

Mr. Rhame—but, critically, not then-managers Mr. Gee or Mr. Shaw—signed two

“Written Consent of Managers” documents dated 1 January 2013 purporting to

consent to the transfers to the Capital companies.

Mr. Shaw and Mr. Rhame undertook other efforts to push Mr. Gee out of their

business venture in connection with these intended transfers to the Capital

companies. On 29 August 2014, Mr. Shaw and Mr. Rhame executed—on behalf of

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Gvest Real Est., LLC v. JS Real Est. Invs., LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gvest-real-est-llc-v-js-real-est-invs-llc-nc-2025.