Real Estate Investment Funds

Orrick offers a team of lawyers who represent sponsors and major investment funds in all legal aspects of corporate, securities, partnerships, tax and ERISA compliance. In recent years, the firm has worked on nearly 100 public and private real estate investment funds, in various forms, including REITs in corporate and trust form, group trusts, limited partnerships, and limited liability companies (LLCs). We frequently assist clients on special assignments, such as creating “captive” funds-of-funds, drafting and negotiating co-investment funds, and developing investment guidelines. Orrick lawyers also provide assistance in highly structured transactions, such as investing in the equity tranche of “warehouse” facilities. Our experience in this area is complemented by our lawyers who are leading advisors on ERISA, tax, and fiduciary issues. A separate description of our Private Investment Funds practice is available upon request.

The following are representative clients for whom Orrick has formed and represented real estate investment funds or whom we have advised on investments in such funds: