On March 2, 2020, the SEC adopted amendments to Rule 3-10 of Regulation S-X in order to simplify and streamline the financial disclosure requirements applicable to registered offerings of guaranteed ...

A common operating structure for publicly traded equity REITs is the umbrella partnership real estate investment trust (“UPREIT”) structure. In a typical UPREIT structure, the REIT holds substantially ...

Chris Vizzi, CFP®, Co-Founding Partner at South Coast Investment Advisors, explains how 1031 exchanges are shifting from simple tax deferral to a sophisticated wealth-building tool. He highlights why ...

Asset managers know there’s more than one way to invest in real estate, and many of them manage multiple funds with different strategies and structures to give investors options. Those choices might ...

KM Realty REIT is using 721 exchanges, or UPREIT, to aggregate retail strip centers, saying the atypical structure lends itself to long-held assets, such as its recent acquisition of a three-building ...