Practical Considerations for Structuring Private REITs

Speakers: Alex Bruvels, Michael Shannon and Andrew Stirling


November 9, 2021: Agenda

Event Time: 1:00 pm - 2:00 pm (ET)

Despite volatility, the market for Canadian REITs continues to rally creating opportunity for new players in a number of asset classes. Join us for a discussion on the practical considerations for structuring private REITs.

Topics include:

  • Identifying your investors and navigating the regulatory waters of capital raising
  • Engaging exempt market dealers - “captive” or third party dealers?
  • REIT fees charged to investors - what is permissible & market?
  • Status of substantial proposed changes to the “OM” exemption and impact on REIT capital raising
  • Importance of identifying a REIT’s “exit strategy” at inception of the REIT
  • Tax considerations in connection with the establishment and operation of the REIT
  • Eligibility for RRSPs, TFSAs and other registered plans