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Standards, Tax and Regulations Briefing

INREV offers Professional Standards Briefings and Tax and Regulations Briefings. During a regular Professional Standards Briefing, a member of the Professional Standards team will be joined by an expert panel to discuss key topics and open up an opportunity for members to ask questions to the experts. During INREV's monthly Tax and Regulations Briefings, experts present their insights and answer questions on the current regulatory and tax issues facing our industry. Calls usually take place on the last Thursday of the month at 9:30 am CET/ 8:30 am UK time. A recording of each Briefing will be available after each session.

Next briefing

To encourage more sustainable and less risky growth the EU commission has issued a proposal to address the disparity in tax treatment between debt and equity financing (DEBRA).

Join us on Thursday 29 September at 9:30 CET when Marie Bentley, Knowledge Director at Atoz, and Antoine Dupuis, Partner at Atoz will present on the debt-equity bias reduction allowance (DEBRA) consultation and INREV response. The briefing will be moderated by Richard van der Linden, Tax Partner Real Estate at PwC.

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Listen to past recordings

Cross-border marketing rules – “mind the gaps” Briefing  

Published on 28 Jun 2022

Emily Harmsworth, Counsel at Linklaters LLP in London and Claire Prospert, Partner in the firm’s Luxembourg team, presented on the Cross-border marketing package and ESMA’s Marketing Communications Guidelines

Charting the course of tax changes for real estate investment Briefing  

Published on 01 Apr 2022

European Commission Minimum Tax and Fighting the use of shell entities Briefing  

Published on 27 Jan 2022

Richard van der Linden, Tax Partner Real Estate at PwC in Amsterdam, presented on the European Commission’s legislative proposal adopting the OECD agreement on minimum tax along with measures for fighting the use of shell entities for tax avoidance explained in the August briefing. Referred to as ‘ATAD 3’, the proposal if adopted could impact tax-related aspects of fund structuring and operation.

Making sense out of the new fund marketing landscape Briefing  

Published on 30 Sep 2021

Claire Prospert from Linklaters’ Luxembourg office and Richard Cole from the firm’s London office present on navigating the practical challenges of cross-border distribution of real estate funds under EU Cross-Border Distribution rules and evolving NPPR and MiFID practices.  

Opportunities in the UK Funds Review Briefing  

Published on 23 Mar 2021

A joint INREV/AREF/IPF briefing where we looked at the details of the proposed new PIF (CS) and LTAF fund structures and the implications they could have for the real estate funds sector, as well other aspects of the call for important input on this consultation.

ESG-related regulatory and policy initiatives Briefing  

Published on 15 Oct 2020

Kate Binedell and Matthew Baker, Partners at Bryan Cave Leighton Paisner in London, who presented an update on recent ESG-related regulatory requirements impacting non-listed real estate investment. They were joined by Abigail Dean, Head of Sustainability, Real Estate at Nuveen in London, who discussed some of the practical issues implementing the new regulations present for fund managers.

Proposed Code of Tax Conduct Briefing  

Published on 30 Sep 2020

Francisco Da Cuhna (Deloitte) and Keith O’Donnell (Atoz) discussed the structure and substance of the proposed code, and the contribution recommendations and best practices on tax-related matters.

Open End Fund Pricing 2020 Briefing  

Published on 19 Jun 2020

Constantin Sorlescu, INREV, John Ravoisin, PwC, Nick Brown, M&G Real Estate, Robert White, EY and John Forbes, John Forbes Consulting, discussed the recently launched Open End Fund Pricing consultation paper, including a highly relevant section in today’s uncertain times related to pricing policy during exceptional market circumstances.

Total Global Expense Ratio (TGER) 2020 Briefing  

Published on 09 Apr 2020

Constantin Sorlescu, Director of Professional Standards at INREV joined by Renaud Breyer, Partner at EY Luxembourg, and Andrew Muscat, COO/CFO at LaSalle Global Partner Solutions, shows you how to calculate TGER, including treatment and allocation of its main components, and how to make the transition from TER to TGER to ensure compliance with the INREV Guidelines.

Liquidity and Pricing in Current Market Circumstances 2020 Briefing  

Published on 02 Apr 2020

During the briefing, Constantin Sorlescu, INREV together with Thomas Kallenbrunnen, PGIM Real Estate, Nick Brown, M&G Real Estate, John Ravoisin, PwC and Robert White, EY discuss:

  • Liquidity requirements and secondary markets
  • Terms and rights of redemptions
  • Transparency and disclosures regarding pricing policy

Reporting During Exceptional Circumstances 2020 Briefing  

Published on 31 Mar 2020

Constantin Sorlescu, INREV will be joined by John Ravoisin, PwC and Renaud Breyer, EY provide guidance and considerations that may be appropriate for investment managers when reporting to investors in these uncertain times. Also read a short paper filled with reporting considerations related to COVID-19 and which are based on the INREV Guidelines.

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