Key Takeaways
- • Seyfarth Shaw LLP is sponsoring the Information Management Network's 25th Annual US Real Estate Opportunity & Private Fund Investing Forum (June 16-18, 2025) in Newport, Rhode Island, with three senior partners delivering keynote sessions.
- • 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 strategies, including fund structures, REITs, DSTs, QOFs, and estate planning opportunities tied to the $84 trillion wealth transfer occurring across generational lines.
- • David Warburg, corporate partner at Seyfarth, will lead a session on fund structuring and administration governance, covering GP economics (carried interest, incentive fees, waterfalls, multi-hurdle promotes), compliance frameworks, and outsourced solution provider evaluation.
- • The forum addresses critical pain points in private fund administration, including asset valuation protocols, regulatory compliance, investor communications, and structuring considerations for fund launches across real estate and alternative investment strategies.
Summary
Seyfarth Shaw LLP is leveraging the Information Management Network's flagship annual forum to position itself as a thought leader in real estate fund formation and private wealth advisory. The firm's sponsorship and speaker roster underscore institutional demand for sophisticated guidance on capital raising amid a structural wealth transfer reshaping alternative investment fundraising dynamics.
John Napoli's session targets a central market thesis: the $84 trillion multi-generational wealth shift is driving capital flows away from institutional allocators toward high-net-worth family offices and private wealth networks. His panel will dissect institutional versus private wealth fundraising mechanisms, comparing traditional REIT structures against Opportunity Zone funds (QOFs), Delaware Statutory Trusts (DSTs), and UPREIT configurations. The session emphasizes tax efficiency and estate planning strategies, critical considerations for ultra-high-net-worth individuals managing generational transfers within real estate portfolios. This positioning reflects Seyfarth's focus on connecting alternative fund sponsors with emerging sources of private capital.
David Warburg's session addresses the operational and governance infrastructure required to scale real estate funds successfully. His panel will cover fund administration transitions, GP compensation architecture (including carried interest splits, promote mechanisms, and waterfall mechanics), compliance and reporting frameworks, and the selection criteria for third-party administrators, accountants, and legal counsel. The emphasis on "smooth administration" and "regulatory governance" reflects persistent challenges in fund operations post-launch, particularly around asset valuation transparency, investor reporting accuracy, and tax compliance across multi-jurisdictional portfolios.
The forum's timing coincides with heightened institutional scrutiny of fund management practices and an influx of capital seeking real asset exposure. By sponsoring and contributing three expert speakers, Seyfarth is directly engaging family offices, pension funds, and alternative asset managers at a formative stage in their fund structuring and fundraising decisions.
John Napoli's session targets a central market thesis: the $84 trillion multi-generational wealth shift is driving capital flows away from institutional allocators toward high-net-worth family offices and private wealth networks. His panel will dissect institutional versus private wealth fundraising mechanisms, comparing traditional REIT structures against Opportunity Zone funds (QOFs), Delaware Statutory Trusts (DSTs), and UPREIT configurations. The session emphasizes tax efficiency and estate planning strategies, critical considerations for ultra-high-net-worth individuals managing generational transfers within real estate portfolios. This positioning reflects Seyfarth's focus on connecting alternative fund sponsors with emerging sources of private capital.
David Warburg's session addresses the operational and governance infrastructure required to scale real estate funds successfully. His panel will cover fund administration transitions, GP compensation architecture (including carried interest splits, promote mechanisms, and waterfall mechanics), compliance and reporting frameworks, and the selection criteria for third-party administrators, accountants, and legal counsel. The emphasis on "smooth administration" and "regulatory governance" reflects persistent challenges in fund operations post-launch, particularly around asset valuation transparency, investor reporting accuracy, and tax compliance across multi-jurisdictional portfolios.
The forum's timing coincides with heightened institutional scrutiny of fund management practices and an influx of capital seeking real asset exposure. By sponsoring and contributing three expert speakers, Seyfarth is directly engaging family offices, pension funds, and alternative asset managers at a formative stage in their fund structuring and fundraising decisions.
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