One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.
While historically Nuveen Real Estate has worked with institutional investors, it sees the retail investor channel as increasingly important going forward.
Transparency in financial reporting, favorable partnership structures are taking on more importance for family offices in a riskier investment climate.
With some publicly-traded REITs beginning to pick up assets from the private markets it may be an indication that they are entering a phase when they tend to deliver the highest returns.
