team of experts


Full-time Legal Staff

Every member of our legal team is wholly committed to supporting our one and only mission – sourcing accommodation shareholders for private REITs.

The legal and tax requirements that apply to REITs are complex. It requires a highly specialized team of experts. Our full-time legal staff – comprised of in-house general counsel and two paralegals – is dedicated solely to REIT compliance and is fully integrated into firm operations.


How does our legal team help set us apart from our competition?

  • Proactive assistance – We provide drafts of the offering documents to your attorney; we incorporate what we know your legal and tax advisors are looking for in the forms.
  • Technical expertise – We understand the pros and cons of REIT status and related threshold issues.
  • Document library – Our extensive library of sample form documents used in over 2,500 private placements – organizational documents, PPMs, subscription agreements – is available to your attorneys to expedite your offering, saving you time and money.
  • Improved compliance – Our legal and accounting experience allows us to identify and address issues that others may miss, helping you avoid costly long-term compliance problems.
  • Always available – We don’t outsource our legal work, so you always get answers to your questions when you need them.
  • Full commitment – Every member of our legal team is wholly committed to supporting our one and only mission – sourcing accommodation shareholders for private REITs.