[Webinar] M&A Series: Partnership Interests as Tax-Advantaged Currency in REIT Portfolio Transactions

November 30th, 11:00 am - 11:15 am ET

Williams Mullen

November 30th, 2023
11:00 AM - 11:15 AM ET

Equity REITs seeking to grow assets face a challenging interest rate environment and tepid equity capital markets for funding portfolio acquisitions. However, REITs can often remain active buyers in an opportunistic real estate market by issuing securities of the REIT’s operating partnership as consideration, which offer the benefits of diversification and tax deferral to potential sellers. These ‘OP Unit’ deals involve nuanced securities, tax, real estate and business issues unique to the REIT structure.

Join Williams Mullen partners Chip Cunningham, Kathy Lawrence and Rhys James as they discuss the architecture of REIT portfolio transactions using OP Units.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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