Real Estate M&A and REIT Transactions 2023 | Practising Law Institute (PLI) | 30 January 2023 | Practising Law Institute, 1177 6th Ave, New York, NY 10036, USA

Throughout 2022, professionals specializing in REITs saw dynamic economic market changes begin to reshape the legal landscape of high-stakes real estate M&A. In addition to COVID-19, the rise in ESG demands and changes in the SEC and IRS regulatory framework have all contributed to significant changes in principals of governance and timing of REIT transactions.

Along with knowledge of both technical and practical matters, both flexibility and creativity are required to thrive in the field of M&A and REITs. This year’s program will take an in-depth look at industry trends while reviewing current practice strategies to help you navigate the complex structures and legal framework for successful transaction and REIT governance.

After completing this program, participants will be able to:
• Understand trends and developments in real estate M&A
• Assess ESG as a driver of growth, activism and deals
• Conduct strategic M&A and UPREIT combinations
• Manage the REIT distribution requirement
• Analyze new proxy access rules and how they impact shareholder activism
• Prepare for REIT governance and strategic changes necessitated by Covid and technological change

Who Should Attend?
REIT, real estate, corporate transactional, and tax lawyers including general counsel would benefit from this program.

2023 Speakers

CHAIRPERSONS:

David W. Bonser
Managing Partner, Hogan Lovells US LLP

Adam O. Emmerich
Partner, Wachtell, Lipton, Rosen & Katz

SPEAKERS:

Julanne Allen
Principal, PwC

Cristina Arumi
Partner, Hogan Lovells (US) LLP

Sonia Gupta Barros
Partner, Sidley Austin LLP

Aneliya S. Crawford
Head of ESG Advisory, UBS Investment Bank

Samantha Sacks Gallagher
Executive Vice President and General Counsel, VICI Properties Inc.

Christopher Green
Partner, Vinson & Elkins LLP

John T. Haggerty
Partner, Goodwin Procter LLP

James J. Hanks, Jr.
Partner, Venable LLP

Andrew J. Jonas
Co-head of the Real Estate Department, Goldman, Sachs & Co.

Julian T. Kleindorfer
Global Co-Chair, Latham & Watkins LLP

Steve Museles
Chief Legal Officer, JBG Smith

Chad D. Perry
Executive Vice President and General Counsel, Tanger Factory Outlet Centers, Inc.

Wilfrid N. Schlumberger
Managing Director, JPMorgan Chase & Co.

Jodi J. Schwartz
Partner, Wachtell, Lipton, Rosen & Katz

Kendal A. Sibley
Partner, Hunton Andrews Kurth LLP

Benjamin R. Weber
Partner, Sullivan & Cromwell LLP

Seth Weintrob
Managing Director, Morgan Stanley