Tax Issues

As REITs expand globally, they must navigate complex tax rules, jurisdictional differences, and an evolving U.S. regulatory landscape, says Sarah Beth Rizzo.

Sahil Muliyil discusses why early tax structuring and jurisdictional awareness are critical to protecting returns.

Adam Cohen explains why careful tax modeling is critical as REITs navigate increasingly complex partnership structures.

Securities class action filings dropped 9% in 2025, yet total disclosure dollar loss hit a record $694 billion.

Sarah Wellings says relying on independent contractors for non-customary services can be risky due to complex compliance requirements.

Mark Van Deusen also discussed complex related-party rent rules.

Hung says establishing clear communication channels early helps ensure alignment.

Mangin said REITs are turning to private capital, JVs, and institutional funding, much of it from overseas investors and sovereign wealth funds.

Allen says the biggest REIT tax challenges often come from everyday operations, not major deals.

Dyckman also discussed the compliance complexities of joint ventures, especially with foreign investors.

Partner Donald Hammett outlines key tax developments, capital access strategies, and sector outlooks.

Experts from Arch and Alliant discuss the growing impact of short-seller reports, market trends, and how REIT-specific D&O strategies are evolving.