Treasury Expands Reporting Rules for Opportunity Zone Funds
New regulations require detailed project-level data on jobs, housing, and investment type as government evaluates tax benefits.
Regulatory & Tax
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SEC enforcement action targets private real estate sponsor over disclosure failures
Regulator alleges occupancy overstatements and undisclosed conflicts in Regulation D offerings marketed to family offices and high-net-worth investors.
House Passes Bipartisan Housing Package With Implications for Private Real Estate Investors
Overwhelmingly approved legislation includes tax, grant, and regulatory reforms that touch zoning incentives, density bonuses, and public–private partnership structures.
Treasury Moves to Finalize Opportunity Zone Rules as Program Deadlines Near
Updated regulatory agenda addresses investor compliance concerns on disaster extensions, anti-abuse provisions, and property qualification tests.
IRS Clarifies Pass-Through Deduction Rules for Real Estate Holdings
New administrative guidance addresses rental-activity thresholds, aggregation standards, and documentation requirements for investors claiming real estate professional status.
More from Regulatory & Tax
Cost Segregation and 1031 Exchanges: How Family Offices Layer Tax Strategies in Real Estate
Engineering-based depreciation studies paired with like-kind exchanges let investors accelerate deductions while deferring capital gains, even after TCJA narrowed exchange eligibility.
SEC Files Enforcement Action Against Real Estate Adviser Over Property Valuation Practices
Regulator alleges registered investment adviser misled private fund investors by inflating net asset values through outdated appraisal assumptions and selective pricing inputs.
IRS Grants Filing Extensions to Texas Real Estate Investors After Severe Storms
Federal tax authority extends deadlines for income, estimated, and payroll returns in FEMA-designated disaster areas, with automatic penalty abatement for qualifying taxpayers.
Europe's Tax Competitiveness Gap Widens as Growth Lags Global Rivals
New research links corporate tax structure to GDP growth as EU faces 1.4% expansion while Asia, Africa surge ahead
Corporate Tax Design, Not Just Rates, Drives EU Growth as Region Lags Global Peers
New research links competitive tax systems to measurably higher GDP growth, as European economies face 1.4% expansion against 4%+ in Asia and Africa.
Treasury Targets Private Real Estate Lenders in New Money-Laundering Warning
Department floats Bank Secrecy Act–style reporting for non-bank financiers as regulatory net widens beyond traditional lenders.
IRS Clarifies Opportunity Zone Rules as Program Enters Maturity Phase
Federal guidance updates maintain tax incentives for distressed-area investment created under the Tax Cuts and Jobs Act of 2017.
White House Budget Targets 1031 Exchanges and Carried Interest in Fresh Push
Biden administration renews effort to cap like-kind exchange deferrals and tighten private fund rules, drawing immediate pushback from industry groups.
1031 Exchanges Face New Scrutiny as Lawmakers Debate Caps
Proposals to cap like-kind exchange deferrals could reshape family-office tax planning across multi-generational property portfolios.
Estate Tax Sunset Looms, Family Offices Race to Lock In Gifting Strategies
With the federal estate-tax exemption set to revert in 2026, family offices are accelerating gifting and grantor-trust strategies.
Florida property tax amendment could cut St. Johns County revenue by $113 million
County officials warn November ballot measure may force budget squeeze on police, fire and infrastructure as homestead exemptions expand and assessment caps tighten.
Illinois Overhauls Property Tax Sales to Return Surplus Proceeds to Former Owners
New legislation aligns the state with a 2023 Supreme Court ruling prohibiting governments from retaining windfall profits after tax foreclosures.
Treasury Proposal Targets Anonymous Real Estate Ownership Through Shell Companies
New beneficial ownership disclosure rule aims to close long-standing gaps in anti-money laundering oversight for property transactions.