Contact us at (949) 353-6347

    More On Real Estate Funds And The Investment Advisers Act

    In a previous post, I began to delve into the question of what is a "real estate fund".  See SEC Staff Reports On “Real Estate Funds”, But What Exactly Are They?  As noted in that post, a "real estate fund" as defined in Form PF cannot be a company...

    private fund, regulatory assets under management, Rule 203(m)-1, Investment Advisers, Investment Advisers Act, qualifying assets, Section 3(c)(5)(C), securities portfolio