Infrastructure REITs in the Energy Industry

    An experienced team from Locke Lord and Deloitte will examine the pros and cons of using a Real Estate Investment Trust (REIT) structure for infrastructure assets in the energy space, including:

    • REIT basics
    • REITs as an infrastructure investment vehicle
    • Securities offering considerations
    • Regulatory considerations
    • Accounting considerations

    Donald A. Hammett, Jr. (Dallas, Partner): Don Hammett, head of Locke Lord’s REIT Tax practice, has over 20 years of experience advising clients on tax issues. Mr. Hammett’s practice includes the formation and financing of corporate entities, pass-through entities and REITs.

    Bill Swanstrom (Houston, Partner): Bill Swanstrom serves as co-chair of the firm's Energy Practice Group. He has over 20 years of experience working with energy companies in their significant capital markets, acquisition and divestiture activities. Mr. Swanstrom also has significant experience in project development and financing of energy assets.

    James Moriarty (Washington, D.C., Partner): Jim Moriarty has broad experience in developing innovative strategies for the prompt consideration of complex regulatory, enforcement and trade matters before the executive, legislative and judicial branches of government. Mr. Moriarty represents clients before the Federal Energy Regulatory Commission, the Department of Energy, the Department of Transportation, the Department of Justice and federal and state courts throughout the country.

    Kenneth L. Betts (Dallas, Of Counsel): Ken Betts focuses his practice on representing REITs and has over 15 years of experience in structuring listed and non-traded public offerings, UPREIT and DownReit acquisitions and REIT mergers.

    Jim Berry (Partner, Deloitte & Touche LLP): Jim Berry is the Real Estate Industry Sector Leader for Audit and Enterprise Services (AERS) for Deloitte. He also serves as Partner in Charge of the Audit Practice of Deloitte for North and Central Texas. Mr. Berry has over 26 years of experience in providing Audit and Consulting Services to Investment Companies, Real Estate Companies, REITs, Hospitality Companies and Corporate Real Estate users.

    Credit pending for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.5 credit hours, of which 0 credit hours will apply to legal ethics/professional responsibility credit. Locke Lord is an accredited sponsor, approved by the State Bar of Texas Committee on MCLE.

    Please RSVP to Emily Brinkman at ebrinkman@lockelord.com or 214-740-8821.

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