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.