Private Equity Real Estate Fund Formation: Capital Raising, Regulatory Issues and Negotiating Trends

Capital Contributions, Allocation of Profits/Losses, Clawbacks, Return of Capital, Fees, Conflicts of Interest, and More

An encore presentation featuring live Q&A

Recording of a 90-minute CLE webinar with Q&A


Conducted on Wednesday, July 11, 2018

Recorded event now available

or call 1-800-926-7926
Program Materials

This CLE webinar will discuss the crucial structural considerations and legal complexities of forming, launching and operating a private real estate fund. The program will review how recent regulatory developments affect fund managers and investors regarding issues like fees and expenses, co-investments, and conflicts of interest. The program will provide an overview of tax issues impacting fund formation.

Description

Private real estate funds continue to be a compelling alternative to public and private REITs for real estate investments. These funds often involve complex legal and tax issues arising from structuring and investing in U.S. sponsored funds. Moreover, investors are becoming increasingly more sophisticated with distinct tax profiles and are likely to negotiate terms that better align interests between the investor and general partner/sponsor.

At the same time, the SEC and other authorities continue to scrutinize the private equity industry regarding fees and expenses, co-investments, conflicts of interest, and other concerns impacting private fund managers, driving new issues to the forefront of GP/LP negotiations. What do you need to know to negotiate this evolving and highly scrutinized landscape?

Listen as our panel of real estate and fund practitioners discusses the critical structural considerations and legal complexities of forming, launching and operating a private real estate fund. The panel will discuss the changing regulatory landscape of fund formation impacting fund managers and investors such as fees and expenses, co-investments, and conflicts of interest. The panel will also provide an overview of current tax issues and related developments.

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Outline

  1. Overview of the real estate private equity fund formation landscape
  2. Admission and withdrawal of investors
  3. Initial capital contributions and capital calls
  4. Allocation of profits and losses; clawbacks; return of capital
  5. Fees and expenses and related conflicts of interest
  6. Operational considerations
  7. Tax issues impacting real estate funds

Benefits

The panel will review these and other key issues:

  • Legal and tax considerations in forming, launching and operating a private real estate fund
  • Private real estate funds vs. public and private REITs
  • Entity structures for real estate funds
  • Allocation of profits and losses, clawbacks, and return of capital
  • Fees, expenses, co-investments and conflicts of interest

This is an encore presentation with live Q&A.

Faculty

Hollingsworth, Ricardo
Ricardo J. Hollingsworth

Partner
Katten Muchin Rosenman

Mr. Hollingsworth is co-chair of the firm's Private Equity and Real Estate Fund Formation practice and represents...  |  Read More

Preston, Heather
Heather L. Preston

Partner
Kilpatrick Townsend & Stockton

Ms. Preston focuses her practice on federal tax matters involving joint ventures, fund formation, and mergers and...  |  Read More

Weinberg, Walter
Walter S. Weinberg

Partner
Katten Muchin Rosenman

Mr. Weinberg is co-chair of the firm's Private Equity and Real Estate Fund Formation practice. He represents...  |  Read More

Other Formats
— Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. All formats include program handouts. To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

48 hours after event

$297

Download

48 hours after event

$297