Real Estate, Infrastructure and Energy Funds

Real estate, infrastructure and energy funds are increasingly significant sectors within our broader investment funds practice.  We are in a unique position to be able to offer cross-jurisdictional advice covering each of BVI, Cayman, Guernsey, Jersey, and Luxembourg laws and we frequently advise in respect of complex multi-jurisdictional structures . Our specialist teams offer a full range of services, acting for asset managers, institutional investors, family offices, banks and service providers, among others.  We also act in respect of investment structures such as joint ventures, parallel or co-investment funds and hybrids.

We have advised funds making a broad array of real estate and infrastructure investments - from landmark commercial properties in major capital cities to student accommodation, airports to highways and from shopping centers and logistics plants to hotel and leisure complexes.

In the energy space, we have acted for funds investing in wind and solar energy projects as well as oil and gas streams and royalties.

Whether the fund is closed or open-ended, privately placed, actively marketed or listed, we work closely with our clients to anticipate their requirements and provide tailored services.  Feedback from our clients shows that they value our responsiveness, professionalism and deep understanding of the legal and regulatory regimes for investment funds in each of our jurisdictions as well as our commercial awareness.

Services

  • Fund structuring and formation
  • Seed investment deals and side letters for established hedge funds
  • Regulatory compliance, including fund registration and licensing, AML advisory, Economic Substance compliance, beneficial ownership regime requirements, tax information exchange matters and responding to regulatory inspections and investigations
  • Downstream acquisitions and disposals and holding structures
  • Cross border distribution restrictions and data protection matters
  • Investment Manager establishment and ongoing compliance, including JV ownership considerations and fee/allocation mechanics
  • Advising on side letters
  • Ongoing advisory services on corporate governance matters
  • Full spectrum of wind-down scenarios, including contentious and non-contentious restructuring, solvent and insolvent liquidations, illiquid asset disposals, suspensions and termination alternatives

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