Supporting your real estate operations and transactions requires seasoned professionals who understand your needs and can provide on-point recommendations.
We provide a variety of assurance, tax and consulting services for hundreds of private and public real estate entities, including opportunity funds, private equity portfolio companies, pension funds and advisors, Real Estate Investment Trusts (REITs), institutional investors, joint ventures, asset and property managers, brokerage and advisory firms, developers, owners and investors and Fortune 100 companies.
Real Estate Investment Trusts (REIT) Services
Real estate investing is a dynamic undertaking with many opportunities, and just as many pitfalls. We provide clients valuable insight related to specific REIT accounting and tax rules, as well as guidance addressing an ever-changing market and regulatory environment. Experienced in key REIT sectors, both public and private, we help you stay ahead of industry trends and challenges, and capitalize on market opportunities with proactive and timely advice and independent guidance.
Services include:
- Audit
- Lease abstraction
- Transaction due diligence
- Risk management and internal audit
- Sarbanes-Oxley Section 404 consulting
- Financial reporting outsourcing
- Transfer pricing
- Tax services
- Compliance testing
- Federal and state tax compliance and structuring
- Earnings and profits computation for year end
- 1099-DIV reporting and state withholding filings
- Consulting on formation, transaction and operational concerns
Real Estate Private Equity Funds, Joint Ventures & Portfolio Companies
We understand the accounting for various investment types, the capital structures of real estate concerns, the financing mechanisms used in current markets and related issues that impact real estate private equity funds. Because of the wide range of clients we serve, our staff is cross-trained to understand a variety of challenges and issues that affect both financial reporting and tax.
Assurance
- Fair value, GAAP and income tax basis financial statements
- Impact of recent accounting pronouncements and planning on finalized guidance
- Agreed-upon procedures
Tax
- Structuring for various investor types
- UBTI planning
- Investor K-1 reporting
- Operating agreements and waterfall provision reviews
- Acquisition due diligence for REIT suitability
- Federal, state and foreign tax compliance
- Cost segregation
- Transfer pricing
Consulting
- Lease abstraction and ARGUS modeling
- Financial and CAM/OPEX due diligence
- Financial reporting outsourcing
- Troubled construction and property cost analyses
- Systems technology
- RIA compliance consulting and support
Real Estate Developers, Owners, Investors and Operators Services
We assist real estate developers, owners, investors and operators in achieving operational and financial efficiencies.
Our services include:
- Acquisition due diligence
- Appraisal services
- Revenue optimization analysis
- Cash flow modeling
- Construction oversight and cost assessment
- Cost segregation
- Fixed asset management
- Disposition analysis
