Real Estate Private Equity - Institutional and Retail Investor Perspectives
June 24, 2025 | 1 PM ET
Featured Speakers

Jim Lockhart
Tax Partner | Real Estate
Aprio

Kevin Collins
Partner | Northeast Real Estate Co-Leader
Aprio

Cameron Weil
Shareholder | Real Estate & Financial Services | Co-Leader of DST Working Group
Polsinelli

Matt Bear
Founder
Bear Real Estate Advisors

Daniel Savage
Senior Vice President | Investments & Strategy
Peachtree Group
Real estate sponsors depend on debt and equity capital to fund acquisitions and developments, but navigating the capital-raising process requires a clear understanding of legal frameworks and investor expectations. Join our speakers as they provide a comprehensive overview of real estate capital formation, covering key legal considerations and the distinct requirements of institutional and retail investors.
Key Objectives:
- Learn the federal securities laws governing capital raising
- Understand institutional investor requirements and common structures
- Acquire insights into retail investment vehicles, including REITs, Delaware statutory trusts, and opportunity zone funds

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