United States: Fund Management/ REITs

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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.

IRS Takes A Second Look At The FIRPTA Look-Through Rule And Reverses Course

These proposed regulations override existing regulations finalized in 2024, as they may be relied upon immediately. The proposed regulations potentially allow for greater foreign investment in REITs.

United States Tax

CW

Cadwalader, Wickersham & Taft LLP

Free Up Your Top Performers: Why Third-Party Audit Support Empowers Your Accounting Team For Growth

Audit readiness strategy: Stop pulling your best internal finance talent to manage the annual audit. Find out how enlisting outside audit help leads to better, more efficient accounting processes.

United States Accounting

R

Riveron

California Market-Based Sourcing Regulations: Effect On Asset Managers

The California Franchise Tax Board has recently finalized new regulations regarding asset management services provided to persons domiciled in California by an asset manager, even if the asset manager has no presence in California.

United States Wealth Mgt

D

Dechert

APAC Monthly Private Wealth Legal Developments – October 2025

The APRA has announced that it will consult on targeted amendments to CPS 230 Operational Risk management by the end of 2025.

Worldwide Commercial

KL

Herbert Smith Freehills Kramer LLP

Global Survey Of ESG Regulations For Asset Managers

Worldwide Finance

KG

K&L Gates LLP

Derivatives For REITs: Managing Risks And Rewards

United States Finance

GP

Goodwin Procter LLP

SGX RegCo Issues Its Response On Its Proposals For A More Disclosure Based Regime

United States Finance

AO

A&O Shearman

SFDR 2.0 Leaked: Freedom Or New Investor Demands For Private Market Sustainability?

United States Finance

PR

Proskauer Rose LLP

Ten Minute Interview: Investment Professionals And Family Offices (Video)

United States Finance

FL

Foley & Lardner

Back Leverage In European CRE: Key Structures

Worldwide Finance

RG

Ropes & Gray LLP

Exceptional Alignment: Rethinking Fund Economics In European Private Equity

United States Finance

WG

Weil, Gotshal & Manges LLP

REIT Privatizations In 2025: A Ripe Opportunity

United States Finance

WG

Weil, Gotshal & Manges LLP

The Rise Of The Zombie Fund: Managing Regulatory Risk Associated With Long-Lived Fund Vehicles

United States Finance

PR

Proskauer Rose LLP

Shifting Tides: A Reallocation Of LP Capital From The U.S. To Europe

United States Finance

WG

Weil, Gotshal & Manges LLP

Early Mediation: Is Your Case A Likely Candidate?

United States Litigation

J

JAMS

[PODCAST] Utilizing Co-Mediation - Bringing Together Multiple Perspectives To Reach Effective Settlements

United States Litigation

J

JAMS

From Conflict To Clarity: Why The ADR Experience Matters In Successful Resolution

United States Litigation

J

JAMS

What Honeybees Have Taught Me About Dispute Resolution

United States Litigation

J

JAMS

AI Innovation Is Accelerating, But Oversight Is Fragmented: Why ADR Must Fill The Governance Gap

United States Litigation

J

JAMS

Regulatory Compliance In Leveraged ETF Sales Practices

The Wall Street Journal reported last week that "Popular Leveraged Funds Shock Investors With Huge Losses." It is important to understand how to offer such instruments consistent with regulatory expectations.

United States Finance

KM

Katten Muchin Rosenman LLP

Loan Fund Structures Under AIFMD2: ESMA's Final Report

As detailed in our previous alert "Loan Fund Structures Under AIFMD2: ESMA's Proposals," in December 2024, the European Securities and Markets Authority (ESMA) issued a consultation...

United States Finance

GP

Goodwin Procter LLP

SEC's Strategic Shift To Expand Retail Investors' Access To Private Assets Provides New Opportunities: An Overview And Key Considerations

The Trump administration, including the Securities and Exchange Commission (SEC) leadership, has ushered in a push to "democratize" access to alternative investments.

United States Finance

KM

Katten Muchin Rosenman LLP

FCA Fines An Employee For Insider Dealing

On 13 October 2025 the FCA fined an employee for insider dealing for selling his own and close family member's entire shareholding whilst in possession of, and using, inside information.

United States Finance

BC

Bryan Cave Leighton Paisner

IRS Releases Proposed Regulations Under Section 897 On Domestically Controlled REITs

United States Finance

ST

Simpson Thacher & Bartlett

Proposed Regulations Remove Look-Through Rule For Domestically Controlled REITs

United States Finance

PR

Proskauer Rose LLP

Trends In Private Credit Fund Structuring 2025

Worldwide Finance

D

Dechert

FCA Consults On Fund Tokenisation And Direct Dealing

United States Finance

KM

Katten Muchin Rosenman LLP

Forward Flow Transactions — A Key Tool In Fuelling Private Credit Growth

United States Finance

WG

Weil, Gotshal & Manges LLP

WMHW Alert: SEC Enforcement Trends In The First Six Months

United States Commercial

Walden Macht Haran & Williams LLP

AIFMD II And Evergreen Private Credit Fundsfor US Managers

United States Finance

FL

Foley & Lardner

Fully Invested: The Rise Of CITs – Why They're A Compelling Path For Asset Managers Entering The 401(k) Plan And Retail Markets (Podcast)

United States Wealth Mgt

RG

Ropes & Gray LLP

FCA Consultation Paper On Motor Finance Redress Published

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

SEC Watch: Monthly Takeaways For Asset Managers - October 2025

United States Finance

ST

Simpson Thacher & Bartlett

AIFMD II And Evergreen Private Credit Fundsfor US Managers

Private Credit Funds have staked out a central role in the global economy, topping out at $2.1 trillion as of year-end 2024...

United States Finance

FL

Foley & Lardner

Fully Invested: The Rise Of CITs – Why They're A Compelling Path For Asset Managers Entering The 401(k) Plan And Retail Markets (Podcast)

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice...

United States Wealth Mgt

RG

Ropes & Gray LLP

FCA Consultation Paper On Motor Finance Redress Published

The United Kingdom Financial Conduct Authority (FCA) has published Consultation Paper 25/27 (the CP) proposing a redress scheme for motor finance misselling claims.

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

SEC Watch: Monthly Takeaways For Asset Managers - October 2025

September 30 has long been circled on the calendar for SEC enforcement staff and practitioners as the end of the SEC's fiscal year, with the customary push to file as many actions as possible in the run-up to the deadline.

United States Finance

ST

Simpson Thacher & Bartlett

Land Banking As A Tool For Pre-Development Financing

United States Finance

AY

A.Y. Strauss

The Growth Of Hedge Fund Managed Accounts

The use of separately managed accounts (SMAs) to access hedge fund strategies has grown materially in recent years.

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)

The UK's and EU's parallel agendas of growth and competitiveness are a continuing theme. In the UK, the Chancellor of the Exchequer, Rachel Reeves...

United States Finance

GP

Goodwin Procter LLP

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

We attended the 2025 North America M&A Dealmaking Trends in Digital Infrastructure and Technology webinar, hosted by SS&C Intralinks with TMT Finance...

United States Commercial

BB

Baker Botts LLP

Senior Credit Facilities For REIT Borrowers: Market Overview And Outlook

Senior credit facilities serve a critical role in the capital stack of a public real estate investment trust (REIT). To qualify as a REIT for federal tax purposes, a company must distribute at least 90%...

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

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

United States Finance

D

Dechert

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

United States Commercial

FH

Foley Hoag LLP

Impact Allocator Perspectives: Opportunities And Risks In Evolving Private Markets

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

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

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Latest Videos

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Retail Investors & Closed-Ended Funds: A Tactical Approach (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

'Fund Finance Friday: Industry Conversations' — LIBOR Before Labor Day (2022 Edition) (Video)

CW

Cadwalader, Wickersham & Taft LLP

Cannabis Investor Considerations For Private Fund Managers (Video)

FH

Foley Hoag LLP

The AXA Decision and Excessive Fee Litigation: Takeaways for the Investment Management Community

RG

Ropes & Gray LLP

Balancing Loyalties For VC Fund Directors Serving On Portfolio Company Boards (Video Content)

FL

Foley & Lardner

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