6-Hour Program

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Why You Should Attend

The REIT and commercial real estate industries have continued to experience strong M&A activity, with some sectors poised for large-scale consolidation even as new property types enter the REIT universe through spin-offs, conversions and IPOs. At the same time, high-profile transactions involving non-traded REITs and the increasing presence of activist investors — and a number of high-profile governance changes — have altered the playbook for some traditional REIT structures and REIT transactions. All of this has occurred against the backdrop of continuing concerns about the pace of global economic recovery in light of international trade disputes. Along with knowledge of both technical and practical matters, both flexibility and creativity are required to thrive in the REIT world.  

What You Will Learn

  • Understand and evaluate the current landscape — what trends and developments must you watch?
  • Evaluate non-traded and/or externally managed REIT structures — and the structural and transaction considerations regarding related internalization transactions
  • Think about the various REIT structuring alternatives and methods of accessing the capital markets — including spin-offs, conversions, access to capital in a public vs. private model, and other trends for capital raising
  • What unique issues exist for public REITs attracting institutional private joint venture capital
  • Address the latest governance concerns — particularly in the face of rising activism
  • How to complete an M&A negotiation from start to finish — learning by example through a mock negotiation

Special Features

  • Interactive mock deal negotiation

Program Level: Overview 

Prerequisites: Real estate, corporate, tax, and restructuring professionals who must understand the complexities of REIT and REOC M&A and capital markets transactions, including in-house counsel, practitioners, law and business professors, analysts, and financial and investment advisors, will benefit from this popular, instructional program.  Those seeking to network with these groups should also attend.

Intended Audience: Real estate, corporate, tax, and restructuring professionals including lawyers, analysts, financial and investment advisors. 

Advanced Preparation: None 

Credit Details

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