Regulated Investment Companies, REITs, and Private Funds
Overview
Tax considerations often shape fund formation, investment strategy, and investment management transactions. Faegre Drinker advises regulated investment companies, private funds, REITs, and institutional investors on tax compliance, structuring, capital deployment, and transactional matters. We help private funds structure for investors with different tax profiles and sensitivities, including tax-exempt investors concerned about unrelated business taxable income (UBTI). We also guide qualified opportunity funds and their investors through the rules that apply to them, offering practical advice in a complex area of tax law.
Our team supports fund formation, investment strategy, distribution issues, and related transactions. We also help clients stay ahead of tax law changes that may affect funds and their underlying investments. We represent a wide range of fund investors, including pension funds, state investment boards, insurance companies, endowments, foundations, family offices, and health systems. We also advise public and private companies, government entities, venture capital funds, financial institutions, and other institutional and individual investors.
