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REITs
SJKP LLP provides comprehensive legal guidance to public and private Real Estate Investment Trusts (REITs) across the full spectrum of transactional, tax, governance, and capital markets matters. We take a multidisciplinary approach, integrating professionals from M&A, real estate, tax, and securities law to deliver seamless and pragmatic solutions.
Our REIT practice brings together decades of experience with the insight needed to navigate today’s increasingly complex real estate and financial markets. We understand that REITs are not only investment vehicles but also highly regulated corporate structures requiring careful alignment of tax, securities, and governance rules. By blending technical precision with commercial awareness, we deliver advice that supports both short-term execution and long-term portfolio growth.
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1. REITs Legal Services Focused on M&A, Capital Markets, and Restructuring
REITs are involved in complex asset portfolios and often require strategic planning in mergers and acquisitions, joint ventures, IPOs, and portfolio restructurings. SJKP LLP’s lawyers are well-versed in these sectors and provide custom-tailored advice to ensure regulatory compliance while maximizing business value.
Our team has advised on numerous REIT IPOs, equity offerings, debt financings, and spin-offs. We frequently act for sponsors, underwriters, and institutional investors in transactions involving both equity and mortgage REITs. Whether guiding a client through a first-time public offering or advising on large-scale portfolio acquisitions, we help structure deals that align with REIT qualification requirements and deliver sustainable returns.
We also counsel distressed REITs facing liquidity challenges, providing restructuring strategies and working alongside creditors to craft solutions that preserve asset value while addressing covenant defaults. By leveraging our cross-disciplinary expertise in bankruptcy and restructuring, we help clients adapt to market volatility and regulatory scrutiny.
2. REITs Legal Services for Corporate Governance and Shareholder Matters
REITs must comply with strict corporate governance standards. SJKP LLP routinely advises boards of directors on fiduciary duty, takeover preparedness, and shareholder activism defense. We help clients craft governance strategies that align with legal obligations while protecting company leadership.
Our corporate governance counsel spans board composition, committee structures, executive compensation, disclosure obligations, and shareholder engagement. We assist with drafting governance charters and implementing best practices to reduce the risk of litigation or regulatory intervention. In situations involving shareholder activism or proxy contests, we develop tailored defense strategies that protect management’s ability to execute long-term strategies without distraction.
REITs Legal Services and Tax Structuring
Our attorneys understand the unique structuring needs of REITs. We assist with formation, compliance with distribution requirements, qualification tests under the Internal Revenue Code, and strategic structuring to reduce tax liability while preserving REIT status.
We also design tax-efficient cross-border investment structures, helping clients avoid double taxation while meeting REIT income and asset tests. Our tax team works closely with fund sponsors and institutional investors to ensure REIT structures remain competitive in a rapidly changing global tax environment.
REITs Legal Services for Cross-Border and Institutional Transactions
SJKP LLP has experience representing sovereign wealth funds, pension funds, and global real estate investors in transactions involving U.S.-based and cross-border REIT structures. Our attorneys are adept at navigating international regulatory challenges and structuring compliant investment vehicles.
We guide clients through inbound investments into the U.S. real estate market, structuring vehicles that comply with FIRPTA, CFIUS, and other foreign investment regulations. Conversely, we also advise U.S.-based REITs pursuing outbound investments, ensuring compliance with foreign securities, tax, and corporate laws.
REITs Legal Services in Strategic Fund Formations and Dispositions
From establishing REIT platforms to managing asset dispositions, our legal team provides holistic advice across every stage of a REIT’s lifecycle. We help clients launch and operate REITs effectively and efficiently, with an eye toward long-term value and compliance.
Our experience includes advising on fund formations, joint ventures with institutional investors, and asset dispositions involving diverse property types such as commercial office buildings, logistics centers, healthcare facilities, and hospitality portfolios. We ensure that each transaction is structured to maximize investor value while mitigating legal and regulatory risks.
The information provided in this article is for general informational purposes only and does not constitute legal advice. Reading or relying on the contents of this article does not create an attorney-client relationship with our firm. For advice regarding your specific situation, please consult a qualified attorney licensed in your jurisdiction.
