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Real Estate Investment Trust (REIT)

Experienced insight to help you navigate the unique challenges that impact REITs.
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Dedicated

REIT trusted advisors committed to serving clients

Knowledgeable

In private, public, and mortgage REITs

Involved

With industry associations and generating thought leadership

Drive sustainable growth and operational excellence with trusted guidance.

As a REIT, you understand the complexities that come with owning, operating, or financing across a wide range of sectors. From interest rate concerns to swings in the market, our dedicated industry team can assist you in navigating those challenges, helping you drive sustainable growth and operational efficiency. With a commitment to transparency and collaboration, we help you build confidence in your investment decisions so you can stay ahead in an evolving market environment.

We work with private, public, and mortgage REITs to provide holistic, tailored solutions. Whether you’re forming the REIT, operating a compliant REIT, or planning your exit strategy, we can help you prepare for what’s next.

How Forvis Mazars Can Help

Private REITs

  • Outsourced tax department: Providing all REIT acquisition due diligence, tax compliance and consulting services, including quarterly gross income, asset testing, and annual dividend strategies
  • Consulting services: Helping avoid 100% tax on prohibited transactions and related-party transactions
  • Modeling for section 467 leases, partnership income and liabilities allocations, and like kind exchanges
  • Qualified foreign pension funds and high-net-worth individuals, mergers and acquisition due diligence
  • State and local tax consulting
  • Tax consulting on debt workouts
  • Cost segregation studies
  • Tangible property regulations studies
  • Transfer pricing studies

Public REITs

  • UPREIT formation, acquisition due diligence, tax protection agreements, operations, section 704(b) and Section 752 models, leverage partnership structures, employee compensation, and carried interests
  • Related-party transactions, including leases and loans and prohibited transaction analysis to avoid 100% tax
  • Cost segregation, tangible property, and transfer price studies for acquisitions and Section 179 expensing and bonus depreciation
  • Outsourcing tax department
  • Preparation of joint ventures or subsidiary REITs tax returns
  • Internal control studies and SOX processes and policies
  • Cybersecurity applications and reviews
  • ESG studies, policies, processes, and controls to meet SEC Regulations
  • Loan staffing during busy season
  • Lease and property manager questionnaire reviews for REIT compliance
  • Purchase price allocations
  • Prohibited transaction tax analysis

Mortgage REITs

  • Outsourced tax department: Providing all REIT acquisition due diligence, tax compliance, and consulting services, including quarterly gross income, asset testing, and annual dividend strategies
  • Consulting services: Helping avoid 100% tax on prohibited transactions and related-party transactions
  • Inbound structuring for foreign investors, including sovereign wealth funds to help avoid FIRPTA
  • State and local tax consulting
  • Tax consulting on debt workouts
  • Transfer pricing studies
  • Financing, hedging, and securitization strategies
  • Taxable mortgage pool analysis
  • Use of REMICs and structuring hypothecated loans

How Forvis Mazars Can Help You

Real Estate
Build equity and invest in trusted accounting and consulting services for real estate.
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Private Equity
Accounting, consulting, and due diligence to help private equity firms make informed decisions, manage uncertainty, and create value.
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Asset Management
The asset management team at Forvis Mazars has experience providing accounting, tax, and consulting services to various types of investment holdings, including conventional debt and equity investments, loans, businesses, alternative investments, and other unique assets.

Our assurance professionals take a proactive approach to address your financial reporting needs while providing accurate information about your firm's financial strength.

  • Accounting/Costing System Design/Reviews
  • Audits, Reviews, & Compilations (Including for HUD)
  • Contract Compliance
  • Feasibility Studies
  • Financial Risk Management
  • International Financial Reporting Standards
  • Lease Accounting
  • Outsourced Accounting
  • Quality Reports for Boards, Audit Committees, & the Public
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Our experienced tax professionals provide responsive tax planning to help you comply with and take advantage of opportunities within tax law.

  • Cost Segregation Studies
  • Credits & Incentives – Section 179D, 45L, Sustainability Tax Credits
  • Estate Tax Planning
  • Passive Activity Compliance
  • Planning, Preparation, & Filing for State, Local, Federal, & International Tax
  • Qualified Property Zones
  • REIT, Fund, & Developer Tax Compliance
  • Reverse Sales Tax Audits & Property Tax Reviews
  • 1031 & 1033 Exchanges
  • Wealth Planning
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Beyond accounting services, Forvis Mazars offers a suite of consulting services that address other crucial prep and operational needs. We offer technical and planning services tailored to your company.

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