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Mastering REITs: Key Tax, Securities and Other Considerations
When: September 24, 2024
Location: mylawCLE Webinar
People: Howard E. Berkenblit, Connie Lee and Sarah D. Wellings

At this mylawCLE webinar, Howard BerkeblitSarah Wellings and Connie Lee provided attendees with a clear picture of legal, regulatory and tax considerations for real estate investment trusts (REITs), with a special focus on: the basics of REIT formation, the ongoing requirements in operation of REITs, the tax and corporate considerations of the presence of REITs at different levels in the real estate ownership structure, and what tax and securities law issues counsel must consider when representing REITs that are involved in real estate transactions, including contributions, joint ventures, and financing.

Key topics discussed:

  • Type of REITs and formation issues
  • Tax issues and ongoing requirements for REITs
  • REIT governance and securities issues