Navigate the real estate fund lifecycle with practical guidance for the decisions that matter from formation through final wind-down. EisnerAmper’s latest white paper examines entity structure, tax considerations, fund operations and exit planning, with checklists designed to help fund managers identify potential issues earlier and make better-informed decisions at every stage. |
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You’ll learn how to:
- Build a strong foundation by addressing entity structure, capital raising, staffing, service providers and reporting requirements before launch.
- Evaluate UBTI, FIRPTA, foreign investor considerations, REIT structures and Section 754 elections to identify potential tax exposures.
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Strengthen operations by clarifying accounting responsibilities, assessing ASC 946 reporting, verifying performance claims and improving property-level controls.
- Prepare for wind-down with plans for investor communications, final filings, reserves, waterfall calculations and remaining illiquid assets.
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The guide also provides practical next steps for connecting decisions across the fund lifecycle, helping managers anticipate how choices made during formation and operations can affect tax considerations, reporting requirements and the eventual exit. |
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