Evaluating Real Estate Investments – Planning for 2023

2023 will be a time for real estate investors and managers to focus on fundamentals, such as rent growth, increased occupancy, and asset preservation. But investors with available cash may find investment opportunities where sellers facing balloon payments decide to sell.

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Selling Real Estate Securities: The “Issuer Exemption” from Broker-Dealer Licensing

Real estate sponsors and other companies that sell their own securities must take care to ensure that their personnel aren't acting as unlicensed broker-dealers. Rule 3a4-1 provides a safe harbor for issuer personnel involved in selling securities. Read our article to learn about Rule 3a4-1 and best practices for issuers that sell their own securities.

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Selling Real Estate Securities: Promoter Compensation (and why Kim Kardashian is paying a $1.26 million settlement to the SEC)

Kim Kardashian has agreed to pay a $1.26 settlement to the SEC for not disclosing that she was paid $250,000 to tout a crypto asset on her Instragram account. However, the rules that she violated are equally applicable to other issuers, including real estate fund sponsors.

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