United States: Fund Management/ REITs

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Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

Hedge Clauses In Focus: The SEC Charges An Investment Adviser With Four Advisers Act Violations

On January 20, 2026, the U.S. Securities and Exchange Commission (SEC) released a settled Order Instituting Proceedings involving registered investment...

United States Wealth Mgt

AG

Akin Gump Strauss Hauer & Feld LLP

SEC Provides Two-year Extension On Short Sale Reporting And Securities Lending Compliance

On December 3, 2025, the US Securities and Exchange Commission (SEC) announced additional temporary exemptive relief from compliance with Securities Exchange Act of 1934...

United States Finance

SR

McDermott Will & Schulte

Hedge Fund Developments: Portable Alpha And SMAs

While insurance dedicated funds and rated feeders dominated specialized fund formation activity in the hedge funds market throughout 2025, portable alpha strategies are of growing interest.

United States Finance

SR

McDermott Will & Schulte

5th Circuit Gives Taxpayers Sirius Victory In Self-Employment Tax Case

On Friday, January 16, 2026, the U.S. Court of Appeals for the Fifth Circuit ruled in a 2-1 decision in Sirius Solutions, L.L.L.P. v. Commissioner that state-law limited partners in a partnership...

United States Tax

WS

Winston & Strawn LLP

CFTC Restores Registration Exemption For Many Private Fund Managers

United States Finance

SR

McDermott Will & Schulte

Elixir Shuts Down Its Stablecoin After Stream Finance's $93M Collapse

United States Finance

PL

Patterson Law Firm

SEC IM Director Shares Views On Proxy Voting

United States Finance

D

Dechert

What Does "Fair, Clear And Not-Misleading" Mean In The Context Of Fund Strategies?

United States Finance

JD

Jones Day

Year Ahead In The UK For Private Fund Managers

United States Finance

SR

McDermott Will & Schulte

FinReg Timeline 2026

United States Finance

PR

Proskauer Rose LLP

2026 Investment Adviser Compliance Calendar

United States Commercial

RM

Rich May

Weil Private Funds Regulatory Review

United States Commercial

WG

Weil, Gotshal & Manges LLP

Retail Capital In Private Markets: Key ILPA Takeaways

United States Commercial

KM

Katten Muchin Rosenman LLP

Shareholder Activism In The Public REIT Sector: A Lookback At 2025 And What To Expect For 2026

United States Commercial

GP

Goodwin Procter LLP

401(k) And IRA Contribution Limits For 2026: Retirement Savings, Adjustments For Inflation, And SECURE 2.0 Changes American Taxpayers Must Know About

United States Tax

RS

Rotfleisch & Samulovitch P.C.

Beyond Checkmate: Lessons From Chess In The Art Of Mediation

United States Litigation

J

JAMS

Federal Circuit: Priority Document That 'Broadly Outlines' Possible Structures Fails To Provide Adequate Written Description Support For Subgenus Of Linkers In Antibody-Drug Conjugate

United States IP

AG

Akin Gump Strauss Hauer & Feld LLP

The Empty Chair At Johannesburg: What It Says About US Power

United States International

SJ

Steptoe LLP

Food Venture Financing News – Weekly Issue No. 264

United States Commercial

DW

Davis Wright Tremaine

New Proxy Advisor Developments

With each passing day, the 2026 proxy season gets more interesting (and not in a positive way for proxy advisory firms).

United States Commercial

MB

Mayer Brown

Understanding The Spectrum Of Permanent Capital Vehicles

Asset management vehicles, especially those regulated under the Investment Company Act of 1940 (the 1940 Act), are frequently painted with a broad brush and described as having the same or virtually indistinguishable characteristics.

United States Finance

MB

Mayer Brown

Estate Planning Goals Hinge On Scrutinizing Fund Retitling Rules

Individual investors in private funds often seek to retitle their interests to other vehicles (such as trusts) for estate planning or asset protection purposes.

United States Family

LS

Lowenstein Sandler

CFTC Issues No‑Action Relief Easing Registration Requirements For Private Fund Managers

On December 19, 2025, the Commodity Futures Trading Commission (the "CFTC") issued a no‑action letter (the "No‑Action Letter") that permits many private fund managers...

United States Finance

PR

Proskauer Rose LLP

Back To The Futures: CFTC's No-Action Letter Largely Reinstates 2003's Regulation 4.13(a)(4) On An Interim Basis

United States Finance

PC

Pryor Cashman LLP

CFTC Staff Extends Relief To Certain RIAs Operating Private Commodity Pools

United States Finance

D

Dechert

CFTC Staff Partially Reinstate CPO Exemption For RIAs

United States Finance

MB

Mayer Brown

An Exciting New Chapter For Cadwalader And Our Real Estate Clients

United States Real Estate

CW

Cadwalader, Wickersham & Taft LLP

AIFMD 2.0 Digest: What's Next For Non-EU Managers? (Podcast)

United States Finance

PR

Proskauer Rose LLP

Alternative Investment Funds - The Legal 500

United States Finance

D

Dechert

SEC Watch: Monthly Takeaways For Asset Managers - December 2025

United States Commercial

ST

Simpson Thacher & Bartlett

Emerging Manager Minute (Video)

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

2026 Global Data Center Market Outlook: Key Takeaways For The Middle East

United States Strategy

A

AlixPartners

AIFMD II Implementation: The Final Countdown

United States Finance

JD

Jones Day

SEC Watch: Monthly Takeaways For Asset Managers - December 2025

The SEC Division of Examinations released 2026 Priorities.

United States Commercial

ST

Simpson Thacher & Bartlett

Emerging Manager Minute (Video)

Our Emerging Manager Minute video series examines a wide array of topics that are crucial for understanding and navigating the challenges and opportunities for Emerging Hedge Fund Managers.

United States Finance

AG

Akin Gump Strauss Hauer & Feld LLP

2026 Global Data Center Market Outlook: Key Takeaways For The Middle East

Our recently published 2026 Global Data Center Market Outlook polled more than 400 senior executives across the data center industry—including investors, operators, technology providers, and real estate investment trusts (REITs)—to gain insight into current market trends and identify key strategies to maximize value creation.

United States Strategy

A

AlixPartners

AIFMD II Implementation: The Final Countdown

Directive (EU) 2024/927 ("AIFMD II") introduces EU-wide rules for alternative investment fund managers ("AIFMs") regarding loan origination, liquidity management tools for open-ended alternative investment funds ("AIFs") and delegation and substance requirements.

United States Finance

JD

Jones Day

NY Department Of Financial Services Signals Increased Scrutiny Of Third-Party Technology Risk Management

United States Finance

JD

Jones Day

Unlocking Liquidity: The Growing Appeal Of Private Credit Secondaries

Demand for private credit (lending by non-bank investors) has grown rapidly since the global financial crisis to fill a lending void left by banks and meet investor demand for flexible financing.

United States Finance

D

Dechert

ILPA Updates Capital Call & Distribution Template: Implications For GPs And LPs

The Institutional Limited Partners Association (ILPA) has released an updated Capital Call & Distribution Template (CC&D Template) to standardise the accounting details embedded in call and distribution notices and to align the template with the updated ILPA Reporting Template and the new ILPA Performance Template.

United States Finance

KM

Katten Muchin Rosenman LLP

SEC Exam Priorities: Key Topics For Asset Managers

The SEC's Division of Examinations ("EXAMS") has released its annual examination priorities for fiscal year 2026 (the "2026 Examination Priorities").

United States Finance

D

Dechert

Reminder: Compliance With Amendments To Regulation S-P Is Required As Of December 3, 2025

In May 2024, the Securities and Exchange Commission (the "SEC") adopted amendments to Regulation S-P (the "Amendments"). Compliance with the Amendments...

United States Wealth Mgt

PR

Proskauer Rose LLP

Podcast Fair Lending Developments Under Trump 2.0 – Part 2

United States Finance

BS

Ballard Spahr LLP

Key Takeaways On The 2025 Infrastructure Market And 2026 Outlook From Infrastructure Investor America Forum

United States Finance

RG

Ropes & Gray LLP

IRS Takes A Second Look At The FIRPTA Look-Through Rule And Reverses Course

United States Tax

CW

Cadwalader, Wickersham & Taft LLP

Free Up Your Top Performers: Why Third-Party Audit Support Empowers Your Accounting Team For Growth

United States Accounting

R

Riveron

California Market-Based Sourcing Regulations: Effect On Asset Managers

United States Wealth Mgt

D

Dechert

APAC Monthly Private Wealth Legal Developments – October 2025

Worldwide Commercial

KL

Herbert Smith Freehills Kramer LLP

Global Survey Of ESG Regulations For Asset Managers

Worldwide Finance

KG

K&L Gates LLP

Derivatives For REITs: Managing Risks And Rewards

United States Finance

GP

Goodwin Procter LLP

SGX RegCo Issues Its Response On Its Proposals For A More Disclosure Based Regime

United States Finance

AO

A&O Shearman

SFDR 2.0 Leaked: Freedom Or New Investor Demands For Private Market Sustainability?

United States Finance

PR

Proskauer Rose LLP

Ten Minute Interview: Investment Professionals And Family Offices (Video)

United States Finance

FL

Foley & Lardner

Back Leverage In European CRE: Key Structures

Worldwide Finance

RG

Ropes & Gray LLP

Exceptional Alignment: Rethinking Fund Economics In European Private Equity

United States Finance

WG

Weil, Gotshal & Manges LLP

REIT Privatizations In 2025: A Ripe Opportunity

United States Finance

WG

Weil, Gotshal & Manges LLP

The Rise Of The Zombie Fund: Managing Regulatory Risk Associated With Long-Lived Fund Vehicles

United States Finance

PR

Proskauer Rose LLP

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Latest Videos

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AIFMD 2.0 Digest: What's Next For Non-EU Managers? (Podcast)

PR

Proskauer Rose LLP

Emerging Manager Minute (Video)

AG

Akin Gump Strauss Hauer & Feld LLP

Ten Minute Interview: Investment Professionals And Family Offices (Video)

FL

Foley & Lardner

'Fund Finance Friday: Industry Conversations' — LIBOR Transition Update With Jeffrey Nagle (Video)

CW

Cadwalader, Wickersham & Taft LLP

Cannabis Investor Considerations For Private Fund Managers (Video)

FH

Foley Hoag LLP

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