Non-Traded REITs: What You Need to Know
Bringing a Product to Market; Securities Law Issues; Regulatory Trends
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will introduce real estate fund counsel to the legal issues faced in structuring and operating a non-traded REIT (NTR). The panel will cover the corporate and securities laws, the unique business aspects and the commercial and regulatory trends that NTR counsel need to know.
- Introduction to NTRs - contrasts with publicly traded REITs
- Designing the product
- Share classes
- Fees and promote
- Share repurchase program
- Terms of escrow
- NAV policies and procedures
- Targeted investments
- Allocation policies
- Securities compliance
- Regulatory trends
The panel will review these and other key issues:
- Why are real estate sponsors so interested in this product?
- How have recent regulatory initiatives impacted the industry?
- Why is the legal regime so convoluted?
- What key economic terms should be addressed?
Stroock & Stroock & Lavan
Mr. Hudson counsels clients on the formation and structuring of publicly traded, non-traded and private REITs, private... | Read More
Mr. Hudson counsels clients on the formation and structuring of publicly traded, non-traded and private REITs, private funds, DSTs, Qualified Opportunity Funds and other real estate investment vehicles. A veteran of the real estate capital markets space with over a decade of experience, he has assisted clients in raising billions of dollars of equity capital through IPOs, follow-on public equity offerings and private placements. In the process, Mr. Hudson has advised sponsors on their toughest legal and compliance issues.Close
Chief Compliance Officer and General Counsel
Mr. Jafarnia brings more than 25 years of experience as an attorney and compliance professional to his role with... | Read More
Mr. Jafarnia brings more than 25 years of experience as an attorney and compliance professional to his role with Artivest, having advised public and private companies—including alternative investment program sponsors—on complex securities offerings, regulatory and compliance issues, mergers and acquisitions, and corporate governance.Close