Providing strategic guidance for real estate funds and RIAs.
Registered Investment Advisors (RIAs) specializing in real estate investment face a dual challenge: managing complex portfolios for institutional and private investors while navigating a dynamic, often volatile market. Balancing these demands with rigorous regulatory compliance and rising investor expectations requires more than just accounting—it requires strategic foresight.
At Forvis Mazars, we help fund managers and RIAs make informed decisions that drive value. Whether you’re structuring a new fund, managing tax liabilities, or working toward PCAOB compliance, our team provides the clarity you need to help you prepare for what’s next.
How We Support Your Investment Life Cycle
Success in real estate private equity requires precision at every stage of the fund life cycle. We assist with:
- Fund Structuring & Formation: Streamline your entity structure for tax efficiency and operational flexibility.
- Tax Strategy & Compliance: Navigate complex tax codes, including REIT testing and Opportunity Zone regulations, to help reduce liability and enhance investor returns.
- Financial Reporting & Audit: Leverage rigorous audit services tailored to the specific needs of real estate investment companies and RIAs.
- Operational Efficiency: Streamline your back-office operations to help manage costs and increase speed-to-market.
- *According to Convergence inc.
