The fast-paced nature of the real estate industry requires developers and investors to make strategic business decisions timely and thoroughly. Whitley Penn’s Real Estate industry advisors provide unique resources surrounding the opportunity zones in which investors and developers can reach their goals with confidence.

What We Do

We provide a number of services specific to each industry of focus. See below to learn more about a few that we have chosen to highlight here. Contact an advisor to learn more.

Audit

Our professionals regularly perform partnership and employee benefit plan audits covering public and private companies across all segments of the real estate industry.

Real Estate Investment Trusts (REITs)

We advise a number of REIT clients with assets of up to $1 billion on everyday operating issues, from public reporting compliance to tax counsel, helping them conform to all IRS regulations on qualification and structuring of transactions while ensuring that they remain competitive.

Wealth Management Services

We advise a number of real estate clients on the below services as we understand the importance of planning for financial growth, protection of your assets, reduction of debt, fund diversification, and responsible cash management.

  • Cash flow management
  • Developing debt management strategies
  • Transaction planning
  • Qualified plans designed to ease tax burden
  • Investment diversification

Real Estate Partnerships

Since many of our real estate partnership clients are flow-through entities, we act as a line of defense against tax errors that may not otherwise be caught at the corporate level, while optimizing tax benefits and advantages tailored to your transaction or transformation.

Tax Consulting

We deliver sophisticated solutions for complex commercial real-estate tax challenges in structuring like-kind exchanges, tax-efficient real estate transactions, and tax-free reorganizations, giving the most tax-favorable capital gains treatment while maximizing advantages from amortization, depreciation and borrowing costs.

Meet the Team

Meet the Team

Camron Harris

Audit Partner

Shea Kracheck

Tax Partner

Katie Peck

CAAS Senior Manager

Thought Leadership

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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