Industry News

Notice 2019-07 A notice on a proposed revenue procedure providing a safe harbor for certain real estate enterprises that may be treated as a trade or business for purposes of the QBI deduction.

Federal and State Security Laws Considerations   SEC.Gov Pub. L. No. 115-97, 131 Stat. 2054 (2017) July 15, 2019

Tax Notes – IRS Faulty Approach to CE Valuations Daniel A. Rosen & Baker McKenzie, June 24, 2019

SEC Wants to Ease Access to Private Placements Melanie Waddell, June 18, 2019

Rents Continue Their Downward Slide into April 2018 National Apartment Report- ABODO (4/2018)

SEC Advisor Exam Rates See Sharp Uptick Kenneth Corbin- Financial Planning (3/8/18)

Construction Costs Spike for Multifamily Projects Bendix Anderson- National Real Estate Investors (2/20/18)

Real Estate Forecast 2018 Sheila Hopkins- Real Assets Advisor (12/1/2017)

Yale’s Endowment Returns 11.3% for Fiscal Year Jody Barhanovich- Institutional Real Estate, Inc. (10/2017)

Finra: Who’s watching the watchdog? Mark Schoeff Jr. and Bruce Kelly (9/2/2017)

Investors start to prep for market disruptions Christine Williamson- Pensions& Investments (8/21/2017)

Doubts Arise as Investors Flock to Crowdfunded Start-Ups Nathaniel Popper- The New York Times (1/24/17)

An Unwelcome Gift From the IRS on Conservation Easements Ronald Levitt and David Wooldridge (1/9/2017)

Exchange Quarterly 2Q 2016 Mountain Dell Consulting, LLC (8/2016)

Texas Shale Oil Has Fought Saudi Arabia To A Standstill Ambrose Evans- Pritchard (7/31/2016)

OCIE’s 2016 Share Class Initiative Office of Compliance Inspections and Examinations (7/13/2016)

” United States: EB-5 Due Diligence Matters: Industry At Point Of Inflection Regarding Securities Compliance” Douglas Hauer of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.(11/4/15)

Citizen.VC No Action Letter: Clarity and Guidance for Conducting a Private Placement OnlineDaniel I. DeWolf and Samuel Effron- Mintz Levin Cohn Ferris Glovsky and Popeo PC   (08.10.2015)

Higher CMBS Defaults Expected in 2016 Elaine Misonzhnik (4/5/2016)

” United States: EB-5 Due Diligence Matters: Industry At Point Of Inflection Regarding Securities Compliance” Douglas Hauer of Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.(11/4/15)

Citizen.VC No Action Letter: Clarity and Guidance for Conducting a Private Placement OnlineDaniel I. DeWolf and Samuel Effron- Mintz Levin Cohn Ferris Glovsky and Popeo PC   (08.10.2015)

Massachusetts’ Galvin to investigate alternative fund sales by advisers Trevor Hunnicutt InvestmentNews (7/15/15)

BlackRock Warns of Stock-bond Correlation, Suggests Illiquid Real Estate” Trevor Hunnicutt- InvestmentNews (7/13/15)

“Metrostudy Oil and the Texas Markets” Metrostudy (12/2/14)

ARCP Investor Call Replay“(Wed. 8/29/14)

“Welcome to the Everything Boom, orMaybe the Everything Bubble” NYTimes -The Upshot (7/7/2014)

“FINRA Board Approves Amendment to Supervision Rule Requiring Firms to Conduct Background Checks on Registration Applicants” FINRA News Release (04/24/14)

“United States: Securities And Exchange Commission Creates New Private Fund Unit Dedicated To Examination Of Private Equity And Hedge Funds” Mondaq (04/10/2014)

Economic Trends (Blogspot)

“Top 2014 Regulatory Priorities for B-Ds” OnWallStreet (2/10/14)

“What do advisers look for in alternative investments?” Investment News (11/14/13)

“The Case For Investing in Non-Traded REITs” Wealthmanagement.com (11/8/2013)

“How General Solicitation Will Change Private Equity And Venture Capital Forever” Forbes (9/23/ 2013)

“How Omaha is emerging as the RIA business’ center of gravity” RIA Biz (July 2013)