Real Estate Investment Trusts (REITs)

Extensive experience representing real estate investment trusts (REITs) throughout the U.S.

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Decades of Real Estate Investment Trust Representation

Phillips Lytle has significant experience representing publicly traded REITs. We have been actively involved in this area for decades. Our multidisciplinary practice combines knowledge and in-depth experience in real estate, corporate, mergers and acquisitions (M&A) and tax.

Extensive REIT Experience

Our experience with REITs covers a wide variety of real estate transactions. Our experience includes:

  • Tax compliance
  • Securities offerings and securities compliance
  • Corporate governance
  • Multistate portfolio transactions
  • Negotiation and drafting of purchase and sale agreements, leases, easements and property management agreements
  • Property dispute resolution
  • UPREIT transactions
  • Title and survey matters
  • Zoning compliance
  • Real property tax issues

Over the last four decades, we have handled transactions across the United States, including in: Arizona, California, Connecticut, Florida, Georgia, Illinois, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Washington State, Wisconsin.

Representative REIT Highlights

Some examples of our experience representing real estate investment trusts includes:
  • Represented a leading national REIT owner and operator of self-storage properties in numerous transactions with respect to the purchase, either directly or via joint venture agreements, of multiple sites in numerous states with aggregate purchase prices totaling over $1.4 billion in 2021.
  • Represented a publicly traded REIT in an underwritten issuance of public debt totaling $600 million in 2021.
  • Represented a publicly traded REIT in multiple underwritten public offerings of shares of its common stock in 2021 with gross proceeds totaling approximately $850 million.
  • Represented a publicly traded REIT in the arrangement of institutional credit facilities totaling $750 million.

Meet Our Real Estate Investment Trusts (REITs) Team

Glenn J. Bobeck Partner
Luke Donigan Senior Associate
Benjamin M. Farber Partner
Patrick Fitzgerald
Patrick T. Fitzgerald Partner
Anthony Joseph Iacchetta Partner
Kelly E. Marks Partner, Governing Committee
Timothy P. Moriarty Partner
David J. Murray Senior Counsel
John Pappano
John A. Pappano Of Counsel
Meet the Team

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