3rd Quarter - Report

NAREIT for NAREIT

Firm
Client
Income
—
Expenses
$1,118,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Taxation/Internal Revenue Code TAX

Parity for Non-Traded REITs Act (HR 3123) Foreign Investment in Real Property Tax Act (FIRPTA) REIT Tax Modernization Retail Revitalization Act of 2023 (HR 3749) REIT Constructive Ownership Proposals (S. 2715) International Tax Proposals Main Street Tax Certainty Act (S.1706) Monitor residential rental issues Monitor lodging issues Monitor health care issues United States-Taiwan Expedited Double Tax Relief Act (JCX-37-23) Taxable REIT Subsidiary Limit (HR 5275)

LobbyistCovered position, as disclosed
CATHERINE BARRE —
DARA BERNSTEIN —
ROBERT L DIBBLEE —
TONY M EDWARDS —
JOHN JONES —
STEVEN A WECHSLER —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Centers For Medicare and Medicaid Services (CMS); Treasury, Dept of

Bills named: H.R. 5275 (118th), H.R. 3749 (118th), S. 1706 (118th), H.R. 3123 (118th), S. 2715 (118th)

Financial Institutions/Investments/Securities FIN

SEC Disclosure Issues Improving Corporate Governance Through Diversity Act (HR 1018, S 360)

LobbyistCovered position, as disclosed
CATHERINE BARRE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1018 (118th)

Insurance INS

Business Continuity/Business Interruption Proposals Pandemic Risk Insurance Act (HR 6983)

LobbyistCovered position, as disclosed
CATHERINE BARRE —
ROBERT L DIBBLEE —
TONY M EDWARDS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6983 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.