Mastering Public and Private REITs: Key Tax, Structuring, Financing, and Securities Considerations

This CLE course will advise corporate finance attorneys on the varied organizational, structural, financing, compliance, and tax demands of real estate investment trusts (REITs) for practitioners who advise issuers, sponsors, and investors. With a special focus on formation, ongoing REIT operational requirements, and corporate considerations, this course outlines what counsel must consider when representing public and private REITs.

REITs, once a niche investment vehicle, are now a trillion-dollar asset class and play a key role in capital formation and institutional portfolio construction. The continued growth of REITs, their increased regulatory examination, and the trending capital market have increased the need to master REITs across their complete life cycle. Designed for finance counsel advising investors, advisers, and funds, this webcast will cover REIT fundamentals from formation to financing and more.

During this comprehensive program, our panelists will outline various REIT forms and their organizational requirements, and important distinctions between public and private REITs. Our panel will touch upon board and governance needs, shareholder thresholds, and manager structures commonly used in REITs, as well as important SEC disclosure rules and other SEC practice pointers. Program analysis will also be devoted to equity and financing strategies across both public and private REITs, and key tax guidance will be shared throughout the presentation.

Listen as our authoritative panel guides counsel, advisers, issuers, and investors through the complicated intersection of tax, securities, and governance rules at the heart of forming and operating REIT investments.