Real Estate Fund Formation
This course provides an introductory overview of the process and key documents used in the creation, capital raising process and legal documentation of real estate funds. The course first considers key factors that impact the structure of real estate funds, including the role of real estate in the portfolio, the relationship between strategy, risk and return, and the responsibilities of investment managers. Instructors then delve into the capital raising process and introduce key legal documents that are used to raise and structure institutional real estate funds, including term sheets, private placement memos, limited partnership agreements, due diligence and side letters. One or more case studies will be used to summarize concepts learned in the class.
Swissotel Chicago
323 East Upper Wacker Drive
Chicago, IL 60601
NCREIF group rate is $259. Group rate cut off date is June 19.
Course fees:
Investor/Academic Members $375
All Other Members $625
Non-Members $750
Register Here for the course
Yes, please contact the hotel directly to make your hotel reservations.
The dress code for conferences is business casual. Depending on location, there may be social events that are casual so please be sure to review your conference confirmation letter for those details!
NCREIF is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.