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Description

Fundamentals of Fund Structuring: Tax and Regulatory Considerations

, London

Overview

This INREV one-day course will provide delegates with a practical understanding of tax and legal aspects that need to be taken into consideration when structuring a new vehicle.

Participants will acquire a good understanding of the key tax and legal drivers of a robust and efficient non-listed real estate vehicle structure. Topics covered include efficient tax structures from both a fund strategy and investor point of view, strong decision-making and corporate governance frameworks.

The course will also examine the impact of new tax and regulatory regimes on the non-listed real estate industry with a special focus on the implications of BEPS (Base Erosion and Profit Shifting)/ATAD (Anti-Tax Avoidance Directive), BREXIT and MiFID II.

Finally, it will also address key fund terms and market trends.

With a mix of lectures, group discussions and case studies, participants will learn how to execute and integrate tax and legal considerations into the fund structuring process.
 
The course will cover:

• Tax considerations: for the investor, the vehicle, and the assets
• Recent developments and current approaches to fund structuring
• OECD BEPS Action Plan and ATAD’s impact on product development
• Building in the right corporate governance framework
• Fund terms and legal documentation

Who should attend?

The course will be of interest to investors, fund managers as well as advisors involved in this part of the non-listed real estate industry who wish to gain an understanding of fund structuring or refresh their knowledge. Applicants should have several years of experience within the real estate funds industry.

Upon completion of the training, delegates will have

  • A strong ability to recognise and analyse the key tax and legal drivers of effective fund structuring
  • Gained a good overview of the regulatory issues that should be considered when investing
  • Learnt about recent changes and trends in fund structuring 

This course is open to members and non-members and it counts towards the INREV/ Henley Certificate for non-listed real estate investments.

Where

Where

London, United Kingdom

  • Kimpton FItzroy
  • 1-8 Russell Square
  • WC1B 5BE

Programme

Fees & Terms

Fees

One day course for INREV members (€ 600)

Terms and conditions

Non Member fee: 850 Euro

General

1.1. INREV Training Courses are open to Representatives and other interested individuals, not being Representatives (Non-Representatives).

1.2. For Representatives, the Membership Terms and Conditions fully apply to INREV Training Courses. In the event of any conflict or inconsistency between any provisions of these Training Courses Terms and Conditions and the Membership Terms and Conditions, first the Training Course Terms and Conditions and then the Membership Terms and Conditions shall prevail.

1.3. Representatives and Non-Representatives will hereinafter together be referred to as “Applicants”.

1.4. The costs of attending an INREV Training Course (Attendance Fee) will be communicated to Applicants at the time of registration at the latest.

1.5. Admission to any INREV Training Course is subject to registration and subsequent written confirmation of that registration by INREV. If you are a Representative and the Member you represent has not yet paid their annual INREV membership fee, INREV will not confirm registration of any of their Representatives until payment is made If an Applicant personally has any outstanding invoices with INREV, INREV will not confirm registration for INREV Training Courses until full payment of all outstanding invoices is made.

1.6. All personal data provided to INREV by Applicants, during the application process or afterwards, including their biographies, will be processed in accordance with the Privacy Statement of INREV, which can be found on the INREV website. Biographies of Applicants, and the personal data they may contain, will only be shared with other Applicants as part of the course documentation of an INREV Training Course, with prior consent of the Applicant,

1.7. By registering for an INREV Training, attendees accept and acknowledge that images may be taken of them during the INREV Training and give INREV express permission to use these images for reproduction. Only in the event that such an image depicts a close up of a particular attendee or a small group of attendees, INREV shall seek additional permission for the use of such an image.

Cancellation and no-show policy

2.1. When registering for an INREV Training Course, INREV will inform Representatives of the applicable attendance fee. Attendance Fees may differ for Representatives and Non-Representatives.

2.2. There is no charge for cancellation until attendance of the INREV Training Course is confirmed by INREV. Any Attendance Fees paid to INREV before confirmation will be fully restituted.

2.3. Full attendance fee is due as soon as INREV confirms an Applicants registration, , Any Attendance Fees already paid to INREV will not be refunded.

2.4. As a Representative, if you register and your registration is confirmed by INREV, but you do not attend an INREV Training Course (no-show), the full Attendance Fee is due, unless you are replaced with another Representative. As a Non-Representative, if you register and your registration is confirmed by INREV, but do not attend an INREV Training Course (no-show), you will be charged with the full Attendance Fee to cover the costs that INREV will incur. Any Attendance Fees already paid to INREV will not be refunded. As a Non-Representative, and only if full payment is made in time, you are also allowed to have someone else participate in your place.

Miscellaneous

3.1 If any provision (or part of a provision) of these Training Courses Terms and Conditions is found by any court or administrative body of competent jurisdiction to be invalid, unenforceable or illegal, the other provisions shall remain in force.

3.2 If any invalid, unenforceable or illegal provision would be valid, enforceable or legal if some part of it were deleted, the provision shall apply with whatever modification is necessary to give effect to the commercial intention of the parties.

3.3 These Training Courses Terms and Conditions are governed by the laws of the Netherlands.

3.4 The competent court in Amsterdam, the Netherlands, shall have jurisdiction to settle any dispute in connection with Training Course provide by INREV and/or these Training Courses Terms and Conditions, without prejudice to the right of appeal and that of appeal to the Supreme Court.

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