Joint Ventures, REITs & Investment Portfolio Funds
Investors, owners and developers seek our guidance when creating joint venture relationships. Our attorneys have significant knowledge in this area and regularly advise clients on the unique issues and conflicting interests that can arise during joint venture transactions. We assist with entity-level investments, recapitalization of existing joint ventures, and buyouts. We counsel clients on complex economic structures and negotiate contracts that protect their interests throughout the ownership of the project, beginning with the letter of intent through negotiating and drafting key provisions in the operative joint venture agreement, including the following:
- Promote waterfalls
- Rights of first offer and rights of first refusal
- Clawbacks
- Capital contribution requirements
- Indemnities
- Buy/sell and other exit strategies
Our attorneys also assist fund advisors with transactions intended to grow capital within pension plans and other portfolios. We regularly advise clients on REIT and UBTI compliance, as well as a variety of governance requirements.
