Tax Considerations That Shape Real Estate Funds

Building on our Real Estate Fund Lifecycle Webinar Series, this session focuses on the tax considerations that matter most to fund managers. From acquisition structuring and K-1 reporting to carried interest mechanics and wind-down planning, this webinar will walk through the decisions that shape outcomes across the full fund lifecycle — and the gaps that most often lead to surprises.

Learning Objective:

•  Participants will gain a clear understanding of how tax planning decisions made across the real estate fund lifecycle shape fund performance and investor outcomes.

Learning Outcomes: Participants will be able to:  

• Learn about the key tax considerations that arise at each stage of a real estate fund, from acquisition structuring to final distributions
• Explore common gaps in tax planning and how proactive coordination across fund administration and tax functions can prevent surprises
• Understand how carried interest mechanics, K-1 reporting, and wind-down planning affect both fund managers and their investors

This course qualifies for 1.0 CPE credit in Taxes.