Sharestates Investments, LLC v. O.N.C.E. Appraisals, LLC

CourtDistrict Court, District of Columbia
DecidedJuly 16, 2020
DocketCivil Action No. 2018-1275
StatusPublished

This text of Sharestates Investments, LLC v. O.N.C.E. Appraisals, LLC (Sharestates Investments, LLC v. O.N.C.E. Appraisals, LLC) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sharestates Investments, LLC v. O.N.C.E. Appraisals, LLC, (D.D.C. 2020).

Opinion

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLUMBIA

SHARESTATES INVESTMENTS, LLC,

Plaintiff,

v. Civil Action No. 1:18-cv-01275 (CJN)

O.N.C.E. APPRAISALS, LLC, et al.,

Defendants.

MEMORANDUM OPINION

Plaintiff Sharestates Investments, LLC financed the purchase of real estate. 2d Am.

Compl. ¶ 9, ECF No. 60. The buyer later defaulted and Sharestates foreclosed. Id. ¶ 39. During

that process Sharestates discovered both that the appraisal was inflated and that another lender

had placed a lien on the property. Id. ¶¶ 30–39, 20. Sharestates now brings tort and contract

claims against the appraisers, id. ¶¶ 40–80, as well as the other lender, Greenhall Capital

Partners, LLC and its member, Otis N. Ofori, id. ¶¶ 81–100. Greenhall and Ofori move to

dismiss the counts against them for failure to state a claim. See generally Greenhall Defs.’ Mot.

to Dismiss 2d Am. Compl. (“Mot.”), ECF No. 62. Because Sharestates plausibly alleges that

Greenhall and Ofori played a role in its injuries, the Court denies the Motion.

I. Background

In 2015, Howsoon Cham, the owner of Cape Point Group, LLC, applied for a loan from

Sharestates to finance the purchase of real property in Washington’s Lincoln Park neighborhood.

1 2d Am. Compl. ¶ 10. 1 Cham engaged O.N.C.E. Appraisals, which valued the property at $3.2

million—equal to the intended purchase price. Id. ¶¶ 30–33. Sharestates agreed to finance 80%

of the purchase ($2.56 million), with the understanding that Cape Point would contribute a 20%

down payment ($640,000) and cover closing costs. Id. ¶¶ 11–12, 14–16. Ofori, an attorney,

represented Cape Point in its negotiations with Sharestates. Id. ¶¶ 18–19.

Among the documents Cham signed in the course of applying for the loan (assisted by

Ofori) were (1) a “Schedule A” form containing Cape Point’s “financial . . . and ownership

information” but “omitt[ing] any references to any other loans or encumbrances regarding the

Property as well as any Buyer owners except Howsoon Cham,” id. ¶ 10; (2) a “Term Sheet”

documenting the loan’s terms and conditions, id. ¶ 11; (3) the promissory note memorializing

Cape Point’s debt to Sharestates, id. ¶ 12; (4) the mortgage documenting Sharestates’ security

interest, id. ¶ 13; (5) a D.C. “Real Property Recordation and Transfer Tax Form FP-7/C”

containing specific fields asking the parties to list all deeds of trust involved in the transaction

but on which Cham did not mention a second deed of trust, id. ¶ 20; and (6) a “Commitment for

Title Insurance” identifying encumbrances on the property but omitting any mention of

Greenhall’s alleged loan, id. ¶¶ 21–23.

The mortgage contract itself contained several provisions potentially bearing on the

existence of competing security interests, including (1) a warranty that “all information provided

to [Sharestates] is true, accurate and complete, in all material respects” and “does not omit any

material facts;” (2) a warranty that the property was “subject to no lien, charge or encumbrance

except” as otherwise disclosed; and (3) a duty not to, “directly or indirectly, by transfer,

1 On a motion to dismiss under Federal Rule of Civil Procedure 12(b)(6), the Court must, of course, accept well pleaded facts in the Complaint as true. Bell Atl. Corp. v. Twombly, 550 U.S. 544, 555 (2007).

2 mortgage, conveyance or sale of stock, permit, do or suffer the assignment, transfer, sale,

conveyance or encumbrance of the Premises or any part thereof or any interest therein without

the prior written consent of [Sharestates].” Id. ¶ 13 (quoting Mortgage Contract §§ 1.01–02,

.17) (emphasis altered). The mortgage’s terms were to “survive the closing of the loan.” Id.

(quoting Mortgage Contract § 1.30).

Sharestates provided the funding and Cape Point closed on August 21, 2015. Id. ¶ 9.

Unbeknownst to Sharestares, however, Cape Point brought no cash to the table; instead,

Greenhall had wired $875,000 into the escrow account the day before closing to cover the down

payment and closing costs on Cape Point’s behalf. Id. ¶ 20. Ofori, who was simultaneously

acting as Cape Point’s attorney and a member of Greenhall, was responsible for disbursing those

funds. Id. On October 15, nearly two months after closing, Greenhall and Cape Point

documented a $560,000 loan. Id. They notarized that document in December, and then in

January Greenhall recorded a Deed of Trust “for repayment of a certain purchase money

indebtedness.” Id. (emphasis removed). Greenhall also recorded the related security agreement,

assignment of leases and rents, and fixture filing. Id.

Cape Point later failed to make payments on the Sharestates loan. Id. ¶ 38. Sharestates

accelerated the balance of payments, Cape Point defaulted, and Sharestates foreclosed. Id. ¶ 39;

see also Affidavit of Non-Residential Mortgage Foreclosure, ECF No. 62-1. 2 In preparation for

a foreclosure sale, Sharestates retained its own appraiser, who valued the property at only $1.22

million—just over a third of the original purchase price. 2d Am. Compl. ¶¶ 36–37. Sharestates

2 The Complaint contains no information about Sharestates’ foreclosure or subsequent sale of the property, but the Greenhall Defendants assert that the Court may take judicial notice of public records documenting those events. See Mot. at 6 n.5 (citing Herron v. Fannie Mae, CA No. 10- 943, 2012 WL 13042852, at *2 (D.D.C. Mar. 28, 2012)). Sharestates does not respond to that argument, so the Court takes judicial notice of the records. See Fed. R. Evid. 201.

3 eventually sold the property for $1.4 million. See D.C. Office of Tax and Revenue Property

Detail, ECF No. 62-3. The Complaint does not allege that Greenhall had any involvement with

the false appraisal, attempted to assert priority over Sharestates’ interest in the property, or ever

recouped its investment.

Sharestates brought this suit against Greenhall, Ofori, and several Appraisal Defendants. 3

The Complaint contains two counts against Greenhall and Ofori (sometimes referred to

collectively as “Greenhall” or “the Greenhall Defendants”). In Count IV, Sharestates alleges that

those Defendants aided and abetted Cape Point’s negligent misrepresentations about the source

of Cape Point’s cash at closing, thereby misleading Sharestates into approving the loan. 2d Am.

Compl. ¶¶ 81–94. Count V alternatively alleges that those Defendants entered into a civil

conspiracy with Cape Point to defraud Sharestates. Id. ¶¶ 95–100. Greenhall moves to dismiss

for failure to state a claim, contending that the Second Amended Complaint does not plausibly

allege a misrepresentation, a fraudulent scheme, or proximate causation. See generally Mot.

II. Legal Standard

Ordinarily, “[a] pleading that states a claim for relief must contain . . . a short and plain

statement of the claim showing that the pleader is entitled to relief.” Fed. R. Civ. P. 8(a)(2).

When evaluating a motion to dismiss under Federal Rule of Civil Procedure

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