2023 Nonprofits and commercial real estate audio replay

Nonprofit and exempt organizations are often attracted to real estate because the asset class is seen as comparatively safe yet offers opportunities for long-term appreciation and, perhaps, ongoing income. Even if these investment assumptions prove correct, real estate assets – ownership of exiting property, development of new property, or leasing activities – implicate a range of restrictions, complications, and compliance obligations. These include regulatory restrictions depending on whether the real estate investment furthers the entity’s charitable purpose or not; collaborations with for-profit joint ventures; and debt financing of investments.  This program will provide you with a real world guide to advising nonprofit and exemption organization clients about real estate activities.

•    Use of 501(c)(3) funds for real estate acquisition and development.
•    Restrictions of using nonprofit/exempt organization funds in for-profit real estate transactions.
•    Compliance issues for nonprofit/exempt organizations participating in real estate deals.
•    Planning for event something goes wrong – how to limit damage to for-profit and nonprofit.