Program Details
2026-06-12 13:00:00
Over 1,000+ webinars
Course Overview
2026-06-12 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:20 pm ESTExamine the formation and operation of real estate investment funds from inception through exit, including investment strategies, governance structures, fee arrangements, promotes, investor protections, and control provisions commonly negotiated throughout the fund lifecycle.
Matthew E. Rappaport 1:20 pm - 1:40 pm ESTExplore private offering compliance requirements and the core documentation used in real estate fund formation, including private placement memoranda, operating agreements, subscription materials, side letters, and investment management agreements.
Matthew E. Rappaport 1:40 pm - 2:00 pm ESTAnalyze key partnership tax issues affecting real estate funds, including special allocations, tax distributions, §754 elections, and partnership audit rules that influence fund operations, investor relations, and transactional planning.
Matthew E. Rappaport 2:10 pm - 2:30 pm ESTReview operational and transactional considerations impacting real estate investments, including diligence related to title, zoning, and environmental matters, along with leasing, property management, and asset oversight concerns.
Matthew E. Rappaport 2:30 pm - 2:50 pm ESTDiscuss investor-specific considerations and ongoing reporting obligations, including exchange-driven investment constraints, investor communications, financial reporting expectations, and K-1 preparation and distribution workflows.
Matthew E. Rappaport 2:50 pm - 3:10 pm ESTIdentify common legal and operational risks in real estate investment funds, including conflicts of interest, related-party transactions, disclosure obligations, governance disputes, and practices that help minimize exposure and investor conflict.
Matthew E. RappaportMatthew E. Rappaport, Esq., LL.M., is a Partner at Falcon Rappaport & Berkman LLP and serves as Chair of the firm’s Taxation and Private Client Groups. His practice focuses on taxation matters related to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. He advises clients on tax planning, structuring, and compliance across a wide spectrum of transactions, including commercial real estate projects, business life cycle planning, generational wealth transfer, family business succession, and executive compensation. Known for his work on complex, tax-sensitive transactions, he regularly handles matters involving Section 1031 exchanges, Qualified Opportunity Zones, freeze partnerships, private equity mergers and acquisitions, and Qualified Small Business Stock. He also collaborates closely with attorneys, accountants, financial advisors, bankers, and insurance professionals, and serves as a trusted advisor to real estate funds, multinational executives, venture capitalists, startup businesses, and ultra-high net worth individuals.
Matthew E. Rappaport, Esq., LL.M., is a Partner at Falcon Rappaport & Berkman LLP and serves as Chair of the firm’s Taxation and Private Client Groups. His practice focuses on taxation matters related to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. He advises clients on tax planning, structuring, and compliance across a wide spectrum of transactions, including commercial real estate projects, business life cycle planning, generational wealth transfer, family business succession, and executive compensation. Known for his work on complex, tax-sensitive transactions, he regularly handles matters involving Section 1031 exchanges, Qualified Opportunity Zones, freeze partnerships, private equity mergers and acquisitions, and Qualified Small Business Stock. He also collaborates closely with attorneys, accountants, financial advisors, bankers, and insurance professionals, and serves as a trusted advisor to real estate funds, multinational executives, venture capitalists, startup businesses, and ultra-high net worth individuals.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
