“Real Estate Private Equity Investments: Types of Structures” featured in Lexis/Nexis by Debbie Klis
Insight Debbie A. Klis · June 15, 2020
This practice note discusses the various private equity investment structures available to investors seeking to invest in real estate in the United States. Investors may select a direct or indirect ownership structure of their investment, which owns a single or multiple properties in a single asset class or multiple classes. There is a myriad of structural options available which affords sponsors flexibility in creating investment vehicles with varying strategic goals, risk tolerance and transparency levels, management styles, minimum and maximum investment amounts, fee structures, and distribution policies. The most basic structure is a single-asset structure through a direct investment. From here, the complexity of structures increases to real-estate syndicates that hold a single asset and privately offered real estate funds that are pooled funding structures holding multiple assets in one more asset classes located in one or more geographic areas. Nexis members can read the full article here.
Debbie represents private investment funds and investment advisers in connection with fund structuring, advertising, private placement procedures, compliance policies and procedures, side letters, placement contracts, related agreements and issues. Debbie’s experience includes private equity funds, venture capital funds complex partnership reorganizations, domestic and offshore hedge funds, Opportunity Zone Funds, real estate investment funds and trusts, EB-5 funds, and large master-feeder structures. Debbie has extensive experience with private securities offerings and financial products, including through crowdfunding, domestic and international joint ventures, global equity offerings, where she represents placement agents, issuers, broker-dealers, public and private companies, investment banks, financial institutions, private funds, and investment advisers. Read more about Debbie here.
Attorney Advertising. This document is not intended to be and is not considered to be legal advice. Transmission of this document is not intended to create, and receipt does not establish an attorney-client relationship. Prior results do not guarantee a similar outcome.