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), with three firm partners speaking on capital raising and fund structuring.
- • 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 generational wealth planning.
- • The $84 trillion wealth shift toward private wealth will be a focal point of discussion, with sessions examining institutional versus private wealth capital sourcing and strategies for connecting with high-net-worth investors.
- • David Warburg, partner in Seyfarth's Corporate department, will cover fund administration challenges including structuring, governance, regulatory compliance, investor communications, GP strip mechanics (carried interest, incentive fees, promotes, waterfalls), and outsourced solution provider evaluation.
- • Michael Lobie will also participate as a speaker, contributing to sessions addressing practical fund launch execution, tax optimization, and investor relationship management in real estate private funds.
Summary
Seyfarth Shaw is leveraging a major platform in the alternative investment calendar by sponsoring the 25th Annual US Real Estate Opportunity & Private Fund Investing Forum, a three-day institutional event held June 16-18, 2025, in Newport, Rhode Island. The firm has positioned three senior partners as speakers, signaling strategic focus on real estate fund structuring and capital formation—two critical areas of institutional investor concern heading into 2025.
John Napoli, co-managing partner of Seyfarth's New York office and co-chair of the firm's national tax practice, will lead a session titled "Tax-advantaged Real Estate Capital Raising: Funds, REITs, DSTs & QOFs" on June 17. The session addresses multiple capital formation channels and emphasizes the structural and tax implications of different investment vehicles. Key topics include institutional versus private wealth sourcing, the $84 trillion wealth shift toward private capital (a significant macro trend for fund managers seeking LP commitments), strategies for accessing private wealth networks, fund structure optimization, REIT mechanics and tradeoffs, Delaware Statutory Trusts (DSTs) with section 1031 exchange benefits, UPREIT structures, and estate tax planning considerations for generational wealth transfer.
David Warburg, a partner in Seyfarth's Corporate department, will address "Fund Launch Pain Points: Efficient Fund Structuring, Smooth Administration, Regulatory Governance & Investor Communications." This session targets the operational and governance challenges funds encounter during formation and administration. Topics include fund administration transition protocols, investor communication frameworks, asset valuation methodologies, property performance tracking, tax assessment processes, reporting and compliance gap identification, fund administrator and service provider selection criteria, offshore structuring decisions, GP strip mechanics (carried interest structures, incentive fee arrangements, promote sharing, waterfall configurations, and multi-hurdle promote strategies), and documentation requirements for fund launch.
Michael Lobie will also participate in the forum's speaking agenda, contributing expertise to sessions addressing real estate fund execution and investor relations.
The forum itself represents a key venue for alternative investment professionals, particularly those focused on real estate fund formation, capital raising, and institutional distribution. Seyfarth's sponsorship and multi-speaker participation reflects the firm's positioning as a leading counsel for real estate fund structures and the anticipated market demand for guidance on private wealth engagement and fund governance in the current capital environment.
John Napoli, co-managing partner of Seyfarth's New York office and co-chair of the firm's national tax practice, will lead a session titled "Tax-advantaged Real Estate Capital Raising: Funds, REITs, DSTs & QOFs" on June 17. The session addresses multiple capital formation channels and emphasizes the structural and tax implications of different investment vehicles. Key topics include institutional versus private wealth sourcing, the $84 trillion wealth shift toward private capital (a significant macro trend for fund managers seeking LP commitments), strategies for accessing private wealth networks, fund structure optimization, REIT mechanics and tradeoffs, Delaware Statutory Trusts (DSTs) with section 1031 exchange benefits, UPREIT structures, and estate tax planning considerations for generational wealth transfer.
David Warburg, a partner in Seyfarth's Corporate department, will address "Fund Launch Pain Points: Efficient Fund Structuring, Smooth Administration, Regulatory Governance & Investor Communications." This session targets the operational and governance challenges funds encounter during formation and administration. Topics include fund administration transition protocols, investor communication frameworks, asset valuation methodologies, property performance tracking, tax assessment processes, reporting and compliance gap identification, fund administrator and service provider selection criteria, offshore structuring decisions, GP strip mechanics (carried interest structures, incentive fee arrangements, promote sharing, waterfall configurations, and multi-hurdle promote strategies), and documentation requirements for fund launch.
Michael Lobie will also participate in the forum's speaking agenda, contributing expertise to sessions addressing real estate fund execution and investor relations.
The forum itself represents a key venue for alternative investment professionals, particularly those focused on real estate fund formation, capital raising, and institutional distribution. Seyfarth's sponsorship and multi-speaker participation reflects the firm's positioning as a leading counsel for real estate fund structures and the anticipated market demand for guidance on private wealth engagement and fund governance in the current capital environment.
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