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Register for the Webinar

Real Estate Private Equity - Institutional and Retail Investor Perspectives

June 24, 2025 | 1 PM ET

Featured Speakers

Jim Lockhart - headshot
Jim Lockhart

Tax Partner | Real Estate
Aprio

Kevin Collins - headshot
Kevin Collins

Partner | Northeast Real Estate Co-Leader
Aprio

Cameron Weil - headshot
Cameron Weil

Shareholder | Real Estate & Financial Services
Polsinelli 

Matt Bear - headshot
Matt Bear

Founder
Bear Real Estate Advisors 

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 
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