Joint Ventures, REITs & Investment Portfolio Funds

We guide investors, owners, and developers through the complexities of joint venture formation and operation. With extensive experience in entity structuring, economic arrangements, and exit strategies, we help clients safeguard their interests from initial negotiations through the full life of the investment.
Joint Ventures, REITs & Investment Portfolio Funds

Overview

Investors, owners, and developers seek our guidance when forming joint ventures. Our attorneys have extensive experience in this area and regularly advise clients on the unique issues and conflicting interests that can arise in 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.