Legal & Compliance
To show net returns on realized deals/case studies, use an average fund-level fee metric
Jul 29, 2022: The SEC wants apples-to-apples methodology for net and gross returns in marketing materials from Nov 4. Including on extracted performance for unrealized/realized deals and case studies. A fund-level average fee may help. NAREIM Legal, Compliance & Risk meeting key takeaways.
Quarterly in-person site visits are being waived during Covid. Will it become permanent?
Will waivers for in-person site visits be extended or made permanent?
Waivers for in-person checks by management teams were being allowed during Covid, with some pensions currently discussing extending and making permanent the feature. Read the key takeaways from the NAREIM Legal & Compliance meeting.
Are you tracking in-kind contributions to political candidates as well as cash?
Political contributions by employees are becoming an area of focus for compliance executives in real estate investment management. But are you tracking in-kind donations, such as volunteering time or even allowing fundraisers at private homes?
Returning employees to the office, impacts of the election and due diligence a virtual world.
Legal and Compliance meeting 2020 presentations. The meeting highlighted Covid, retention and balancing the legal, ethical and personal needs of returning employees to the office, impacts of the election, and the consultant perspective. Also see the results of live polling from the 2020 meeting.