Gain valuable insights on industry trends, key transactions, and legal and regulatory issues affecting the REIT industry.
The real estate investment trust ("REIT") industry is subject to a number of developments in the overall economy, the real estate market and the regulatory landscape. This topic will survey a number of these important recent developments to help legal and other real estate professionals to understand their impact on REITs. The topic will also address the fundamental processes and issues involved with REIT public offerings and other significant transactions. The content will have a focus on non-listed REITs, but will benefit any practitioner involved with listed or non-listed REITs.
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Trends in the REIT Industry
- U.S. Real Estate Market
- REIT Operating Performance
- REIT Investment Performance
Issues in REIT Transactions
- Initial Public Offerings
- Roll-up Transactions
- Changes to Spin-off Rules
Legal and Regulatory Issues Affecting REITs
- Department of Labor's Fiduciary Rule
- FINRA Notice 15-02
- Developments in SEC Guidance
- Notable Changes in Tax Rules
Capital Markets Alternatives
- Regulation A+
- Crowdfunding
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Webinar
This course was last revised on September 28, 2016.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Audio & Reference Manual
- Arizona CLE 1.5
- CA MCLE 1.5
- GA CLE 1.5
- HI CLE 1.5
- IL CLE 1.5
- ME CLE 1.5
- MO CLE 1.8
- MT CLE 1.5
- NJ CLE 1.8
- NV CLE 1.5
- NY CLE 1.5 including Areas of Professional Practice 1.5
- VT CLE 1.5
- WA CLE 1.5
- WV MCLE 1.8
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Matthew L. Berde
Alston & Bird LLP
- Senior Associate in the Dallas office of Alston & Bird LLP
- Practice focuses on non-listed REITs and real estate investment funds
- J.D. degree, University of Virginia
- Can be contacted at 214-922-3516 or [email protected]
More Program Information
Why Lorman?
Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.