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Overview
As we anticipate increased global real estate M&A activity in 2025, the legal bar must be proactive in preparing for a corresponding rise in REIT transactions. Co-chairs David W. Bonser and Adam O. Emmerich have designed this up-to-date curriculum packed with critical information and practice strategies for sophisticated real estate M&A and REIT matters to help set attendees up for success in this highly competitive, unique field.
Participants will engage with our remarkable faculty speakers on fundamental topics such as REIT governance, investment trends, regulatory and tax updates, shareholder views, potential interest rate changes and conflict management.
By attending this one-of-a-kind program, you will not only enhance your practice skills in the M&A and REITs field, but you will also learn to stay ahead of the curve as your clients’ most trusted advisor and strategist.
What You Will Learn
- After completing this program, participants will be able to:
- Understand the current trends in REIT markets and economic drivers, including the stages of REIT and private real estate cycles.
- Know what to expect in public-to-public and public-to-private activity.
- Learn about the current landscape of REIT governance, including board diversity, ESG implementation and reporting
- Assess the difference between traditional and passive investor activism
- Handle shareholder complications and manage conflict transactions in REIT M&A
- Navigate the tax framework for REITs including the continuing impact of the Inflation Reduction Act
- Gain insight into new SEC rules on disclosures and proxy access rules
- Understand the multi-faceted role of general counsels in REIT management
Who Should Attend
REIT, commercial real estate, corporate transactional, and tax lawyers including general counsel would benefit from this program.
Program Level: Intermediate
Prerequisites: Some familiarity with REITs and/or a working knowledge of corporate real estate transactions would be helpful to attendees
Advanced Prep: None
Intended audience: Corporate transaction and real estate attorneys, investment professionals, middle to senior level corporate counsel, and tax advisors.