Structuring REIT Roll-Ups, Conversions and Spin-Offs to Maximize Asset Value
Navigating Complex Tax Requirements, Securities Regulations and More
Recording of a 90-minute premium CLE webinar with Q&A
This CLE course will provide perspectives and guidance to real estate, finance and tax counsel on current trends in real estate investment trust (REIT) rolls-up, mergers and IPOs as well as business conversions to a REIT structure. The program will guide counsel on structuring and implementing a REIT conversion or roll-up and the tax and securities issues associated with these transactions.
Outline
- Structuring and implementing a REIT conversion
- Structuring and implementing a roll-up, spin-off or IPO
- IRS private letter rulings and regulatory compliance
- Securities law compliance
Benefits
The panel will review these and other key questions:
- What are the benefits to contributors arising from a REIT roll-up?
- What is the typical structure used in a REIT roll-up and what are the primary transaction documents?
- What market conditions are driving companies to consider REIT conversions?
- What are the tax consequences in a REIT conversion?
Faculty
Aaron C. Hendricson
Alston & Bird
Mr. Hendricson’s practice focuses primarily on securities offerings and regulation, public and private mergers... | Read More
Mr. Hendricson’s practice focuses primarily on securities offerings and regulation, public and private mergers and acquisitions, private equity transactions and corporate governance. He has represented issuers in connection with initial public offerings, secondary offerings, private placements and mergers and acquisitions. He also has experience representing public and private REITs in connection with their formation, public offerings, private placements and securities law compliance.
CloseMichelle M. Jewett
Morrison Foerster
Ms. Jewett has substantial experience in a broad range of tax matters, including corporate, mergers and acquisitions,... | Read More
Ms. Jewett has substantial experience in a broad range of tax matters, including corporate, mergers and acquisitions, partnership, financial institution, REITs, and insurance tax issues in both domestic and international contexts. Her practice is focused on providing tax advice for structuring cross-border taxable and tax-free M&A transactions, acquisitions and dispositions, domestic and foreign private equity investments, mortgage-backed securities and numerous other matters.
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