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Description

Fund Structuring: Tax and Regulatory Considerations

, Online

The INREV Fund Structuring: Tax and Regulatory Considerations online course will provide delegates with a practical understanding of tax and legal aspects that need to be taken into consideration when structuring a new vehicle.

This online course, which consists of a series of four sessions across  two weeks, enables participants to acquire a good understanding of where fund structuring sits in the regulatory landscape as well as the key tax and legal drivers of a robust and efficient non-listed real estate vehicle structure.

Topics covered include efficient tax structures from both a fund strategy and investor point of view and the impact of legal considerations on the corporate governance framework. The course will also examine the effect of new tax and regulatory regimes on the non-listed real estate industry with a special focus on the implications ATAD (Anti-Tax Avoidance Directive), BREXIT and MiFID II.

With a mix of lectures, group discussions and case studies, participants will learn how to execute and integrate tax and legal considerations into the fund structuring process.
 
The course will cover:

  • Regulatory challenges for fund structuring;
  • Tax considerations: for the investor, the vehicle, and the assets;
  • Recent developments in the changing tax landscape e.g. ATAD;
  • Building in the right corporate governance framework to fund structuring;
  • Best practice in fund terms and legal documentation;

Who should attend?
The course will be of interest to experienced professionals in the non-listed real estate industry who wish to gain an understanding of fund structuring or refresh their knowledge. Applicants should have several years of experience within the real estate funds industry and a good working knowledge of the regulatory environment and as well as tax considerations for funds. Participants are likely to be from the legal/counsel teams from investors and managers, and also participants from legal and tax advisors. 

Upon completion of the training, delegates will:

  • Be able to recognise and analyse the key tax and legal drivers of effective fund structuring;
  • Have gained a good overview of the regulatory issues that should be considered when investing;
  • Have a good understanding of the recent changes and trends in fund structuring. 

This course is open to members and non-members and counts towards the INREV/Henley Certificate for Non-Listed Real Estate Investments.

Where

Where

Online

Programme

Fees & Terms

Fees

Online Course for INREV members (€ 350)

Terms and conditions

Fee non-members: €450

General

1.1. This INREV training course is open to INREV members and non-members.  

1.2. For all attendees, the Membership Terms and Conditions fully apply. In the event of any conflict or inconsistency between any provisions of these course Terms and Conditions and the Membership Terms and Conditions, first these course Terms and Conditions and then the Membership Terms and Conditions shall prevail.

1.3. Attendees will hereinafter together be referred to as “Applicants”.

1.4. The costs of attending the training course (Attendance Fee) is €350 for members and €450 for non-members.

1.5. Admission to this course is subject to registration and subsequent written confirmation of that registration by INREV. Please note that limited seats per organisation are available (limited to three seats per member organisation and one seat per non-member organisation).

1.6. All personal data provided to INREV by Applicants, during the application process or afterwards, will be processed in accordance with the Privacy Statement of INREV, which can be found on the INREV website.

 

Cancellation and attendance policy

2.1. After registration for the online course, cancellation is possible if that cancellation request is written to inrev@training.org before Monday 30 May 2022. 

2.2 In case of a no-show the full course fee is due.

2.3 To deliver a successful course, active contribution is of huge importance and therefore we expect participants to attend all sessions live (incl. the break-out sessions and case studies). If you fail to attend a session, we are regrettably unable to grand you with the course Certificate of Attendance.

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