Focusing on the diligence issues arising from the different real estate strategies and structures, including special issues of focus regarding the real estate sponsor and investment adviser and other significant operational issues.
Learning Objectives – Real Estate Allocation Due Diligence:
- Indicators of significant issues (“Red Flags”)
- Review of applicable SEC regulation and their impact on your diligence of real estate sponsors
- Examination of diligence requirements for conflicts of interests including sponsor affiliated service providers
- How diligence is the part of the on-going relationship