HREF Senior Worthington LLC v. Conroe WM LLC

CourtCourt of Chancery of Delaware
DecidedJanuary 12, 2026
DocketC.A. No. 2024-1148-MTZ
StatusPublished

This text of HREF Senior Worthington LLC v. Conroe WM LLC (HREF Senior Worthington LLC v. Conroe WM LLC) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
HREF Senior Worthington LLC v. Conroe WM LLC, (Del. Ct. App. 2026).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

HREF SENIOR WORTHINGTON ) LLC and SL1 B LLC, ) ) Plaintiffs, ) ) v. ) C.A. No. 2024-1148-MTZ ) CONROE WM LLC and WM ) PROPERTY HOLDINGS LLC, ) ) Defendants, ) ) and ) ) WM CONROE PROPERTY ) HOLDINGS LLC, ) ) Nominal Defendant. )

MEMORANDUM OPINION Date Submitted: December 31, 2025 Date Decided: January 12, 2026

J. Clayton Athey, John G. Day, Stacey A. Greenspan, Kirsten M. Valania, PRICKETT, JONES & ELLIOT, P.A., Wilmington, Delaware; Rebecca Woods, SEYFARTH SHAW LLP, Atlanta, Georgia, Attorneys for Plaintiffs HREF Senior Worthington LLC and SL1 B LLC.

Kevin J. Mangan, Stephanie S. Riley, Zachary Murphy, WOMBLE BOND DICKINSON (US) LLP, Wilmington, Delaware, Attorneys for Defendants Conroe WM LLC and WM Property Holdings LLC.

ZURN, Vice Chancellor. This post-trial opinion identifies the manager of a holding company, which

holds an operating company, which owns and operates an assisted living facility.

The plaintiff, an institutional lender in the commercial residential space, lent the

holding company necessary capital secured by the right to step in as manager if the

holding company failed to make timely payments. The lender’s right to become

the holding company’s manager upon nonpayment was undisputedly triggered.

But the team that built the facility does not want to give up control to the

lender. The defendants contend agreements between the operating company and

its mortgage insurer impose approval requirements to change the holding

company’s manager that have not been fulfilled.

This opinion concludes the lender is the holding company’s manager. The

approval requirements the defendants invoke do not apply to the holding company,

the contract giving rise to the lender’s step-in rights is not illegal, and this Court

can resolve the control dispute with the parties before it.

2 I. BACKGROUND1

The following facts were either uncontested in this summary proceeding, or

were proven by a preponderance of the evidence. Trial was held on a paper record,

including the parties’ joint exhibits and the stipulated facts in the parties’ Joint Pre-

Trial Order.2

A. The Project Is Funded With A HUD-Insured Loan.

At least by 2019, Curtis Lindsey owned some undeveloped land in Conroe,

Texas, and had a plan to build a 117-bed assisted living facility on that land (the

“Project”).3 Defendant Conroe WM LLC (“OpCo”) is a Delaware limited liability

company formed “to acquire, develop and operate” the Project.4

1 Citations in the form “AC ¶ __” refer to the Amended Verified Complaint, available at docket item (“D.I.”) 18. Citations in the form “Ans. ¶ __” refer to the defendants’ answer to the Amended Verified Complaint, available at D.I. 27. Citations in the form “DOB __” refer to the defendants’ corrected opening pre-trial brief, available at D.I. 74. Citations in the form “PB __” refer to the plaintiff’s corrected pre-trial brief, available at D.I. 72. Citations in the form “RB __” refer to the defendants’ corrected reply brief, available at D.I. 75. Citations in the form “PSR __” refer to the plaintiff’s sur-reply brief, available at D.I. 66. Citations in the form of “Trial Tr. __” refer to the trial transcript, available at D.I. 79. Citations in the form “JX __” refer to the parties’ joint exhibits. 2 D.I. 77 [hereinafter “Joint Stip.”]. 3 JX 14 at 55-70; JX 4 at 3, 25, 113; Trial Tr. 10. 4 JX 14 at Recital A [hereinafter the “Master Agreement”].

3 The Project was primarily financed with a loan from Greystone Funding

Company LLC (“Greystone” or “Lender”) to OpCo (the “Loan”).5 All the relevant

financing documents defined OpCo as the “Borrower” on the Loan.6

The Loan had to be insured by the U.S. Department of Housing and Urban

Development (“HUD”), through its Section 232 loan program.7 That program

provides mortgage insurance for residential care facilities, including the new

construction of assisted living facilities.

When HUD agreed to insure the loan, it imposed certain conditions on

OpCo.8 HUD required OpCo to designate a specific individual to be an owner,

member, and co-manager with operational and day-to-day control over “the

Borrower’s entity.”9 To start, that person was Lisa Ann Shelton.10 HUD required

Shelton’s role to be documented in OpCo’s organizational documents.11 HUD also

required a consent right over removing Shelton from those roles, as set forth in

HUD’s letter agreeing to insure the loan:

5 JX 4 at 175; Joint Stip. ¶ 16. 6 See, e.g., JX 4 at 175 (“We understand that [Greystone], as Lender, ha[s] agreed to make a loan to Conroe WM LLC (hereinafter called the ‘Borrower’)”); JX 3 (identifying OpCo as the borrower). 7 JX 2 at 4; JX 4 at 175; Joint Stip. ¶ 16. 8 JX 4 at 175–186. 9 Id. §§ 7–7(c). 10 Id. § 7. In the trial record, Shelton’s first name is sometimes spelled “LisaAnn” and other times “Lisa Ann.” I apologize if I have spelled it incorrectly.

4 7) . . . Prior to closing, the Borrower’s Organizational Documents must be amended to address the below provisions and be satisfactory to HUD:

a) Clearly delineate her co-manager’s roles and responsibilities and provide sufficient operational control to allow her to direct day-to- day operations at the facility including the sole right to manage the operations, including hiring all of the employees and operating the facility;

b) Give Ms. Shelton the deciding vote between the two co- managers; and,

c) Provide that Ms. Shelton cannot be removed from her co- manager role without HUD and Greystone Funding’s explicit written approval.

8) Borrower Structure: LisaAnn Shelton, the member and co-manager of the Borrower entity, is being relied upon to provide the relevant residential health care experience in the lease-up and operations of the proposed facility. As a result, the Borrower Regulatory Agreement shall be amended to state that prior HUD notification and approval is required before it is removed as a participant, or as the co- manager of the borrower entity.12 As for Greystone, HUD required Greystone to collect three separate escrows

for working capital, minor moveable equipment, and an initial operating deficit.13

B. HREF Joins The Deal.

In May 2019, plaintiff HREF Senior Worthington LLC (“HREF” or

“Plaintiff”)14 was brought in to fund the HUD-required escrows.15 On June 26,

11 Id. §§ 7–8. 12 Id. (emphasis added). 13 Id. §§ 6–6(e).

5 HREF provided its letter of intent (“LOI”) and its corresponding term sheet to fund

HUD’s escrow requirements.16

The LOI outlined the pertinent terms of HREF’s investment. HREF’s

investment would be redeemed in full 42 months from closing; HREF would

receive monthly payments until its investment was redeemed; and upon the

occurrence of an “Additional Rights Event,” HREF “may (i) remove the Sponsor

from the day-to-day management of the Project[.]”17 The LOI explained that in

addition to funding the HUD-required escrows, a portion of HREF’s capital would

fund HREF’s monthly payments, and “[s]uch amount shall be deposited into an

account that can only be used for the designated purpose and be drawn with the

consent of [HREF].”18

On July 18, Greystone shared with HREF HUD’s firm commitment to insure

the Loan.19

14 Plaintiff operated as MidHudson Health Worthington LLC until early 2023 when its name was changed to MidHudson Real Estate Finance LLC. I understand references in the record to MidHudson Health Worthington LLC or MH refer to Plaintiff. 15 Joint Stip. ¶¶ 1, 29; JX 1. 16 JX 2. 17 Id. at 4–6.

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HREF Senior Worthington LLC v. Conroe WM LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/href-senior-worthington-llc-v-conroe-wm-llc-delch-2026.