- Forming and offering various private equity funds, REITs, separate accounts, and co-investment vehicles focused on traditional core, value-add, and opportunistic real estate investments, special situations, mezzanine loans, senior debt, and land opportunities.
- Negotiating and drafting investment management agreements, marketing materials, private placement memoranda, limited partnership agreements, subscription documentation, placement agent agreements, and side letters related to various real estate investment vehicles, including private equity funds, hedge funds, co-investment funds, and separate accounts.
- Reporting and compliance pursuant to the 1940 Investment Advisers Act, including ADV filings, advertising rules, principal transactions, conflict management, expense allocation, best execution, and custody arrangements.
- Representing institutional and privately managed real estate private equity funds in the acquisition, financing, restructuring, and sale of real-estate-related investments, including real estate development, operating and management companies, and direct real estate investing in office, multifamily, retail, hospitality, and industrial.
- Reporting and compliance pursuant to the Securities and Exchange Act of 1934, Bank Holding Company Act, Foreign Corrupt Practices Act, FINRA, and various anti-money laundering rules and regulations.
- Designing and implementing a compliance program for a newly formed SEC registered investment adviser, including development of a compliance manual, code of ethics, and other SEC best practice policies and procedures.
- Preparing for SEC investment adviser onsite examinations.
- Authored and presented trainings to registered investment adviser supervised persons relating to legal and regulatory compliance and best practices.
- Phone: +1 404 881 4830
- Email: amie.benedetto@alston.com
Amie’s experience as in-house counsel for both institutional and privately held real estate fund managers enables her to provide her clients with commercially minded and practical advice on real estate fund formation, management, compliance, and joint ventures.