Real Estate

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.

Whitley Penn’s Real Estate service offerings include:


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

Tax Counseling

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.

Estate Partnerships

Because many of our real estate partnership clients are flow-through entities where taxation happens at the partner level, we act as an effective line of defense against tax errors that might not otherwise be caught at the corporate level all while optimizing tax benefits and advantages that are tailored to your transaction or transformation.

Real Estate Investment Trusts (REIT)

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
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Camron Harris

Audit Partner

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Katie Peck

CAAS - Fund Administration | Senior Manager