Real estate private equity services group
Unlike traditional real estate advisors, we offer seamless real estate consulting and planning for both simple and complex engagements at every stage of a project’s life, nationally and internationally.
Our Real Estate Private Equity Services Group understands the critical issues facing our clients, whether your investment strategy is core, value add or opportunistic. Our service approach is effective both at the portfolio and fund levels. We understand and are experienced in the key financial reporting considerations of real estate private equity funds including Investment Company reporting, fair value reporting and calculation and accounting for performance returns.
Our approach
We offer guidance, whether your needs involve accounting and tax services, transaction support, valuation, financial modeling, integration, restructuring or financing. Our financial advice is equally valued by investors, shareholders, managers and other business professionals.
Our services
Fund services
- Cost effective risk-based audit of the private equity real estate funds
- Special purpose statements
- Assurance services on cash waterfall and valuation models
- Attest service for historical investment performance
- Effective tax structuring ensuring the best and most effective tax structure for domestic and foreign investors
- Tax structuring to minimize or mitigate the impact of Unrelated Business Taxable Income (“UBTI”)
- Tax planning and compliance services
- Recommendations for appraisal policies and procedures
- Outsourced accounting and financial reporting services which include maintaining accounting books and records, calculations of capital calls, distributions (including waterfall allocations)
Fund advisory services
- Strategies for financing, refinancing or buying/selling properties that enable real estate private equity funds to attract the right investors
- Purchase and sell due diligence
- Valuation of real estate assets
- Appraisal review services
- Lease abstracting
- Analysis of historical and projected financial information including cash flow modeling
- Review of contracts and agreements
- Forensic accounting and litigation support
- Business valuation services including valuation studies of operating and investment holding companies for business planning/performance monitoring purpose
Portfolio management
- Audit, assurance and tax compliance services for underlying investments
- Beneficial tax structuring and compliance services purchase accounting
- Portfolio analysis and monitoring
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