Bose McKinney & Evans attorneys were on the forefront of structuring real estate investment trusts (REITs) and organizing such entities for public listings.  Bose McKinney & Evans attorneys assisted Duke Realty in its initial public offering as a REIT in the mid-1980s.  With the help of Bose McKinney & Evans, Duke Realty was listed on the New York Stock Exchange and was one of the first major REIT offerings.  A few years later, Bose McKinney & Evans assisted in the transfer of the Duke operating companies to the REIT and coordinated the roll-up of additional properties.  This later transaction involved the conveyance and closing on approximately 120 buildings and 20 tracts of undeveloped land, and several loan transactions, all in one day.

Since this time, attorneys from Bose McKinney & Evans have assisted numerous clients in analyzing the opportunities and considerations of becoming and remaining a REIT, whether public or private.  Attorneys from our Real Estate, Business Services, Securities and Tax Groups combine their experience to guide clients in strategic planning; corporate governance and board structure; registered offerings; compliance with Sarbanes-Oxley, SEC, FINRA and state regulations; complex property negotiations and transfers; private placements; portfolio management; and REIT tax compliance.