United States: Fund Management/ REITs

Subscribe

Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

McDermott Partners Peter Greene, David Nissenbaum, And Joseph Smith Featured In Preqin Service Providers In Private Markets 2025 Annual Report

McDermott Will & Schulte partners Peter Greene, David Nissenbaum, and Joseph A. Smith recently authored "How closed- and open-end fund managers are evolving to meet LP demands," for the Preqin Service Providers in Private Markets 2025 annual report

United States Finance

SR

Schulte Roth & Zabel LLP

Space Business Review September 2025

On September 8, EchoStar Corporation (EchoStar) announced an agreement with Space Exploration Technologies Corp. (SpaceX) whereby EchoStar will sell to SpaceX its rights to AWS-4 and H-block spectrum for approximately $17b in cash and stock.

United States Strategy

ML

Milbank LLP

Delaware Court Upholds Fund Manager's Withdrawal Of Investor, Cites Nominal Damages For Candor

In a post-trial opinion issued on June 30, 2025, the Delaware Court of Chancery largely ruled in favor of a fund manager who removed a Chinese investor from a fund established to purchase SpaceX shares...

United States Finance

HK

Holland & Knight

Return To Office: Are Office REITs Set For A Rebound?

The US office real estate market is at a pivotal juncture. After years of uncertainty driven by the COVID-19 pandemic and hybrid work trends, 2024 delivered a total return of 21.5%...

United States Finance

AM

Alvarez & Marsal

The Growth Of Hedge Fund Managed Accounts

United States Finance

D

Dechert

Horizon Scan For Private Investment Funds: Key Recent Funds, Legal And Regulatory Developments To Look Out For In The Coming Months (October 2025)

United States Finance

GP

Goodwin Procter LLP

Recap: 2025 North America M&A Dealmaking Trends In Digital Infrastructure And Technology

United States Commercial

BB

Baker Botts LLP

Senior Credit Facilities For REIT Borrowers: Market Overview And Outlook

United States Tax

GP

Goodwin Procter LLP

SEC Open Meeting: Form PF Compliance Date Pushed Again And SEC Housekeeping

United States Finance

D

Dechert

Asian Secondaries Market Poised For Growth Amid Evolving Investor Dynamics

Worldwide Finance

RG

Ropes & Gray LLP

Could A Recent Private Letter Ruling Power Up REIT Investments In Storage Facilities?

United States Tax

CW

Cadwalader, Wickersham & Taft LLP

Retail Investor Access To Private Market Assets Through Registered Funds: Recommendations By The SEC Investor Advisory Committee

United States Finance

RG

Ropes & Gray LLP

Impact Of Pillar 2 On Credit Funds

United States Finance

AO

A&O Shearman

Atkins-Led SEC Brings First Enforcement Action For Compliance Failures Under The Marketing Rule

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

Greenwashing Legislation Trends: Key Takeaways For Businesses

Worldwide Commercial

RG

Ropes & Gray LLP

Tariffs, Contracts And The Negotiation Imperative: Why The Old Playbook Won't Work

United States International

J

JAMS

Strengthening Your Hiring Process (Video)

United States Law Practice

OK

Offit Kurman

Control, Creativity, Closure: The Mediation Advantage

United States Litigation

J

JAMS

Dechert Develops REMIC Structure For Longer Investment Periods ("Pancake REMIC")

Mortgage securitizations must navigate a number of U.S. income tax issues to optimize financing efficiency. Key issues include avoiding entity-level taxation of the issuer...

United States Finance

D

Dechert

Recently Proposed Bills That May Reshape Key Venture Capital Exemptions – What Venture Capital Fund Managers Need To Know

Two bills are currently being advanced in the U.S. House of Representatives that, if enacted, will significantly impact two key exemptions that venture capital funds and their managers often rely on.

United States Commercial

FH

Foley Hoag LLP

Impact Allocator Perspectives: Opportunities And Risks In Evolving Private Markets

We are grateful for the opportunity to collaborate with ICM on this inaugural LP Survey and value the insights gained from the survey's participants.

United States Finance

FH

Foley Hoag LLP

SEC Releases Statement On Short Sale And Securities Lending Rules Following Remand By 5th Circuit U.S. Court Of Appeals

A three judge panel of the U.S. Court of Appeals for the Fifth Circuit recently remanded two rules adopted by the SEC in 2023 for further consideration – Rule 13f‑2 (the short sale rule)...

United States Finance

PR

Proskauer Rose LLP

Pryor Cashman Representing Spring Mountain Capital In Asset Acquisition By Stifel

United States Wealth Mgt

PC

Pryor Cashman LLP

Unlocking The UPREIT Structure: OP Unit Transactions For REITs

United States Finance

GP

Goodwin Procter LLP

Privatizing Public REITs: Strategic Considerations And Legal Insights

United States Real Estate

GP

Goodwin Procter LLP

What To Expect When You're Expecting New Investors — Practical Steps Fund Managers Can Take To Prepare For Investments From Registered Funds And Defined Contribution Retirement Plans

United States Finance

PR

Proskauer Rose LLP

Investment Management & Funds Regulatory Update - August 2025

United States Finance

DP

Davis Polk & Wardwell

Treasury Department Seeks Comment On Methods To Detect Illicit Activity Involving Digital Assets

United States Finance

GP

Goodwin Procter LLP

SEC Charges Private Equity Adviser For Management Fee Offset Practices Inconsistent With Governing Documents

United States Finance

ST

Simpson Thacher & Bartlett

Investment-Related Highlights

United States Insurance

MB

Mayer Brown

Special Qualified Small Business Stock Issues Applicable To Pooled Investment Fund Partnerships

United States Finance

HK

Holland & Knight

SEC v. TZP Management Associates, LLC: Insights Into Private Fund Enforcement Priorities Under Chair Atkins

United States Finance

PR

Proskauer Rose LLP

SEC Charges Private Equity Adviser For Management Fee Offset Practices Inconsistent With Governing Documents

On August 15, 2025, the SEC announced settled charges against a registered investment adviser to private equity funds (the "Adviser") for breaches of fiduciary duty...

United States Finance

ST

Simpson Thacher & Bartlett

Investment-Related Highlights

The NAIC Summer National Meeting was held in Minneapolis from August 10-13, 2025. This Legal Update reports on selected investment-related topics from the Summer National Meeting...

United States Insurance

MB

Mayer Brown

Special Qualified Small Business Stock Issues Applicable To Pooled Investment Fund Partnerships

The capital gains exclusion under Internal Revenue Code (Code) Section 1202 with respect to gain from the sale or exchange of qualified small business stock (QSBS) is available to any taxpayer other than a corporation.

United States Finance

HK

Holland & Knight

SEC v. TZP Management Associates, LLC: Insights Into Private Fund Enforcement Priorities Under Chair Atkins

On August 15, 2025, the Securities and Exchange Commission ("SEC") issued an order settling proceedings against TZP Management Associates, LLC ("TZP")...

United States Finance

PR

Proskauer Rose LLP

SEC Staff Announces Reversal Of Policy Limiting Retail Access To Registered Funds Of Funds

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Executive Order Directs Regulators To Expand Access To Alternative Assets In 401(k) Plans

On August 7, 2025, President Donald J. Trump issued a much-anticipated Executive Order Democratizing Access for 401(k) Investors (the "Executive Order") emphasizing the President's view that it is important that all Americans...

United States Employment

GG

Groom Law Group

FCA Publishes Its Findings On TCFD Climate Reporting Following A Multi-Firm Review

On August 6, the UK Financial Conduct Authority ("FCA") released its findings following a multi-firm review of climate reporting by asset managers, life insurers and FCA-regulated pension providers

United States Finance

JD

Jones Day

Derivatives And Securities Dealers' Pre-Hedging Of Client Trades Faces Potential New Rules

Derivatives and securities dealers and some of their market users are locked in a potentially consequential debate over what legal standards should be adopted to govern pre-hedging...

United States Finance

B

Bracewell

Alternatives: A New Type Of Diversification For High-net-worth Investor Portfolios

We've all heard the phrases "Timing is everything" or "It's better to be lucky than smart." In many respects, these sentiments could apply to investing in the stock market.

United States Finance

KR

Kaufman Rossin

LP-led Fund Secondaries – What You Need To Know

United States Finance

KL

Herbert Smith Freehills Kramer LLP

Sustainability Under The Microscope: ESMA's Reality Check

United States Finance

PR

Proskauer Rose LLP

CRD VI—European Banking Authority Report On Direct Provision Of Services From Third Country Institutions

European Union Finance

AO

A&O Shearman

Visionary Perspectives: The Future Of Private Credit

United States Wealth Mgt

D

Dechert

Capital Solutions: Five Surprising Takeaways

United States Commercial

AG

Akin Gump Strauss Hauer & Feld LLP

Federal Bank Regulatory Agencies Issue Joint Statement On Crypto-Asset Safekeeping By Banking Organizations

United States Finance

GP

Goodwin Procter LLP

Joint Ventures For Public REITs: Opportunities And Challenges

United States Finance

GP

Goodwin Procter LLP

European Central Bank Plans To Fine Banks For Failures To Address Climate Change

United States Finance

M

Mintz

Further Reform For UK Private Fund Managers: The Government's Road Map For Growth In Financial Services

United States Finance

GP

Goodwin Procter LLP

Bank Secrecy Act Postponed For Investment Advisers And Exempt Reporting Advisers

United States Government

LS

Lowenstein Sandler

FINRA Finalizes SLATE Rule 6540: The Definitive Guide To Securities Lending Transparency Requirements (Effective 2026)

United States Finance

AP

Anderson P.C.

Dissolving Your Business: Essential Legal Steps To Protect Your Interests

United States Finance

SH

Scarinci Hollenbeck LLC

The Tax Joys Of Opportunity Zones

United States Tax

GG

Greenberg Glusker Fields Claman & Machtinger

Jonathan Gould Confirmed As Comptroller Of The Currency

United States Finance

BS

Ballard Spahr LLP

The One Big Beautiful Bill Becomes Law: Key Real Estate Tax Changes

United States Tax

JD

Jones Day

See more

Latest Videos

See more

Emerging Manager Minute (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Featured Speaker: State Of The Real Estate Capital Markets, REIT, Private And IPO Market (Video)

GP

Goodwin Procter LLP

Fund Finance Friday: Industry Conversations – Catching Up With Brickfield Recruitment's Rory Smith (Video)

CW

Cadwalader, Wickersham & Taft LLP

Trending Video: Active Nontransparent ETFs (Video)

RG

Ropes & Gray LLP

Cannabis Investor Considerations For Private Fund Managers (Video)

FH

Foley Hoag LLP

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More