Key Takeaways
- • Seyfarth Shaw is sponsoring IMN's 25th Annual US Real Estate Opportunity & Private Fund Investing Forum (June 16-18, 2025, Newport, Rhode Island), positioning the firm as a key advisor on institutional and alternative real estate capital raising.
- • John Napoli, co-managing partner of Seyfarth's New York office and co-chair of the national tax practice, will address tax-advantaged real estate capital raising structures including funds, REITs, DSTs, and QOFs, with emphasis on the $84 trillion private wealth shift and generational estate planning opportunities.
- • David Warburg, corporate partner at Seyfarth, will speak on fund structuring efficiency, covering critical operational topics including GP strip structuring, carried interest arrangements, waterfall mechanics, fund administration transitions, and regulatory governance compliance.
- • The forum agenda specifically addresses private wealth allocation trends, institutional versus private capital sourcing strategies, and best practices for connecting real estate fund managers with high-net-worth investor networks.
Summary
Seyfarth Shaw has secured a sponsorship position and speaking roles at IMN's flagship 25th Annual US Real Estate Opportunity & Private Fund Investing Forum, scheduled for June 16-18, 2025, in Newport, Rhode Island. The firm's participation reflects ongoing institutional demand for specialized guidance on alternative real estate fund structuring and capital formation strategies targeting both institutional and private wealth sources.
John Napoli, co-managing partner of Seyfarth's New York office and co-chair of the firm's national tax practice, will deliver remarks on "Tax-advantaged Real Estate Capital Raising: Funds, REITs, DSTs & QOFs." The session addresses critical capital formation mechanics, including institutional versus private wealth sourcing approaches and the structural implications of the $84 trillion private wealth shift currently underway. Napoli's discussion will encompass fund structuring methodologies, REIT taxonomy and comparative benefits, Delaware Statutory Trust (DST) frameworks with section 1031 exchange integration, and UPREIT strategies alongside generational wealth and estate tax planning considerations.
David Warburg, a partner in Seyfarth's Corporate department, will lead the panel "Fund Launch Pain Points: Efficient Fund Structuring, Smooth Administration, Regulatory Governance & Investor Communications." This session targets operational and governance challenges in fund establishment, including asset valuation protocols, property performance reporting, tax compliance frameworks, and vendor management for fund accountants, legal counsel, and third-party administrators. Warburg's remarks will address advanced structuring topics including carried interest allocation, incentive fee mechanics, promotion waterfall architecture, and multi-hurdle promote arrangements—core compensation mechanisms that institutional investors and fund sponsors actively scrutinize during due diligence.
The forum's emphasis on private capital and fund administration reflects a market shift toward higher-net-worth investor participation in real estate vehicles and the operational complexity inherent in managing diversified fund platforms across multiple asset classes and regulatory regimes. Seyfarth's dual sponsorship and speaking presence positions the firm as an active thought leader in real estate alternative investment advisory services for institutional and family office clients.
John Napoli, co-managing partner of Seyfarth's New York office and co-chair of the firm's national tax practice, will deliver remarks on "Tax-advantaged Real Estate Capital Raising: Funds, REITs, DSTs & QOFs." The session addresses critical capital formation mechanics, including institutional versus private wealth sourcing approaches and the structural implications of the $84 trillion private wealth shift currently underway. Napoli's discussion will encompass fund structuring methodologies, REIT taxonomy and comparative benefits, Delaware Statutory Trust (DST) frameworks with section 1031 exchange integration, and UPREIT strategies alongside generational wealth and estate tax planning considerations.
David Warburg, a partner in Seyfarth's Corporate department, will lead the panel "Fund Launch Pain Points: Efficient Fund Structuring, Smooth Administration, Regulatory Governance & Investor Communications." This session targets operational and governance challenges in fund establishment, including asset valuation protocols, property performance reporting, tax compliance frameworks, and vendor management for fund accountants, legal counsel, and third-party administrators. Warburg's remarks will address advanced structuring topics including carried interest allocation, incentive fee mechanics, promotion waterfall architecture, and multi-hurdle promote arrangements—core compensation mechanisms that institutional investors and fund sponsors actively scrutinize during due diligence.
The forum's emphasis on private capital and fund administration reflects a market shift toward higher-net-worth investor participation in real estate vehicles and the operational complexity inherent in managing diversified fund platforms across multiple asset classes and regulatory regimes. Seyfarth's dual sponsorship and speaking presence positions the firm as an active thought leader in real estate alternative investment advisory services for institutional and family office clients.
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