Institutional Investors

Cox Castle has a premier practice representing institutional investors in a broad range of real estate and real estate-related investments. We advise institutional clients such as public pension funds, fund of funds and sovereign wealth funds in their investment activities in commingled funds structured as limited partnerships, limited liability companies, REITS, foreign investment vehicles, and closed- and open-end investment companies. We work with funds with a wide variety of investment objectives, including domestic and foreign based real estate and real estate-related properties, debt, infrastructure, and private equity, across a range of jurisdictions throughout the United States and around the world.

We represent limited partner investors in hundreds of funds, ranging from multi-billion-dollar funds to small club deals, as well as co-investment vehicles and sidecars. We work extensively with our clients to negotiate appropriate rights and remedies on issues critical to their investment objectives, including Environmental, Social and Governance (ESG) goals, fiduciary obligations, ERISA and tax, debt, and liquidity issues.

Our areas of focus for institutional investor clients include:

• Acquisitions and Dispositions
• Private Equity, Joint Ventures and Commingled Funds
• Tangible Asset and Infrastructure Investments
• Debt and Preferred Equity Financing
• Investment Advisory/Management Agreements
• Real Estate Securitization
• Land Use, Entitlement, Zoning, Permitting Processes and Development Rights
• Leasing
• Fiduciary Duties and Investment Advisors Act
• Environmental Law and Hazardous Substances (Counseling and Litigation)
• Tax Analysis/Strategies
• Construction, Design, and Engineering Contracts and Disputes
• Property Management, Operations, and Reciprocal Easement Agreements
• Litigation, Arbitration, Mediation, and other Alternative Dispute Resolution
• Real Estate Workouts and Restructures

Our depth of experience representing institutions gives us a unique perspective on what is “market,” how to negotiate efficiently and effectively and how to achieve clients’ goals in a timely and cost-efficient manner. We pride ourselves on our commitment to serving as an integrated part of the client’s team and we appreciate the importance of understanding the client’s investment goals and policies as a critical component of our analysis of legal issues.