--- title: Real Estate Private Equity - Institutional and Retail Investor Perspectives - Webinar description: Join us on June 24, 2025, to explore real estate capital formation, legal frameworks, and investor expectations essential for successful funding and investment strategies. --- [![Aprio Logo](https://info.aprio.com/hs-fs/hubfs/Aprio%20Basic%20Logo%20-%20Color.png?width=889&height=332&name=Aprio%20Basic%20Logo%20-%20Color.png "Aprio Logo")](https://www.aprio.com/) [![aprio-logo-white-header](https://info.aprio.com/hs-fs/hubfs/aprio-logo-white-header.png?width=100&height=37&name=aprio-logo-white-header.png "aprio-logo-white-header")](https://www.aprio.com/) # View the Webinar # Real Estate Private Equity - Institutional and Retail Investor Perspectives ## Featured Speakers ![Jim Lockhart - headshot](https://info.aprio.com/hs-fs/hubfs/James%20Lockhart%20-%20headshot%20circle.png?width=160&height=160&name=James%20Lockhart%20-%20headshot%20circle.png "Jim Lockhart - headshot") ##### Jim Lockhart Tax Partner | Real Estate Aprio ![Kevin Collins - headshot](https://info.aprio.com/hs-fs/hubfs/Kevin%20Collins%20-%20headshot%20circle.png?width=160&height=160&name=Kevin%20Collins%20-%20headshot%20circle.png "Kevin Collins - headshot") ##### Kevin Collins Partner | Northeast Real Estate Co-Leader Aprio ![Cameron Weil - headshot](https://info.aprio.com/hs-fs/hubfs/Cameron%20Weil%20-%20Polsinelli%20Circle.png?width=160&height=160&name=Cameron%20Weil%20-%20Polsinelli%20Circle.png "Cameron Weil - headshot") ##### Cameron Weil Shareholder | Real Estate & Financial Services Polsinelli  ![Matt Bear - headshot](https://info.aprio.com/hs-fs/hubfs/Matt%20Bear%20-%20Bear%20Real%20Estate%20Advisors.png?width=160&height=160&name=Matt%20Bear%20-%20Bear%20Real%20Estate%20Advisors.png "Matt Bear - headshot") ##### Matt Bear Founder Bear Real Estate Advisors  ![Daniel Savage - headshot](https://info.aprio.com/hs-fs/hubfs/Daniel%20Savage%20-%20Peachtree%20Group%20circle-1.png?width=160&height=160&name=Daniel%20Savage%20-%20Peachtree%20Group%20circle-1.png "Daniel Savage - headshot") ##### 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  [![Share on facebook](https://7528309.fs1.hubspotusercontent-na1.net/hub/7528309/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/facebook-color.png?width=24&name=facebook-color.png)](https://www.facebook.com/share.php?u=https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on linkedin](https://7528302.fs1.hubspotusercontent-na1.net/hub/7528302/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/linkedin-color.png?width=24&name=linkedin-color.png)](https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on twitter](https://7528302.fs1.hubspotusercontent-na1.net/hub/7528302/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/x-twitter-color.png?width=24&name=x-twitter-color.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=) [![Share on email](https://7528311.fs1.hubspotusercontent-na1.net/hub/7528311/hubfs/raw_assets/public/mV0_d-web-default-modules_hubspot/img/email-color.png?width=24&name=email-color.png)](mailto:?subject=Check+out+https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Demail&body=Check+out+https%3A%2F%2Finfo.aprio.com%2Freal-estate-private-equity-webinar-q2-2025%3Futm_medium%3Dsocial%26utm_source%3Demail) ![aprio-white-footer-logo](https://info.aprio.com/hs-fs/hubfs/aprio-white-footer-logo.png?width=150&height=56&name=aprio-white-footer-logo.png "aprio-white-footer-logo") “Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms. Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. 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