Real Estate Private Equity Services
Real estate private equity fundraising has reached record levels, reflecting demand from all segments of the investor universe for real estate investments. Real estate funds have become a significant niche within the marketplace, and their popularity continues to grow with investors targeting real estate equity and debt strategies as part of the capital stack.
Whether you invest in core, core-plus, value-add or opportunistic funds, we examine your business model holistically, utilizing deep experience and a strong network of support to utilize the optimum resources to meet your specific needs.
EisnerAmper real estate private equity specialists have worked in all segments of the industry, including commercial, residential, hospitality, mixed use, industrial and retail properties. Our team supports real estate private equity and opportunity funds in complex matters, such as navigating operating agreements and specific investor-ownership issues. We provide a wide array of audit and assurance services, including fund assurance, portfolio property assurance, cash waterfall and valuation model assurance, and reporting historical investment performance.
Tax compliance and planning are important parts of any fund’s financial picture. We go beyond preparing returns, working with clients on business and tax structuring to minimize federal, state and local income tax; withholdings; UBTI; ECI; FIRPTA and other taxes. Team members also conduct tax planning for funds to provide tax-efficient returns to investors, including maximizing capital gain treatment and the implementation of REIT structures. In addition, we review quarterly REIT compliance testing, assist with federal and state examinations, and analyze sales tax on shared services agreements and purchases.
From an advisory standpoint, we provide due diligence on acquisitions and dispositions, outsourced fund administration services, cost segregation studies, transfer pricing studies, forensic accounting and litigation support, lease abstracting, cyber risk analysis and internal audit services. In addition, we offer assistance and supporting services in the area of qualified opportunity funds, an investor opportunity featured in the 2017 Tax Cuts and Jobs Act (TCJA).
EisnerAmper’s Real Estate Private Equity team is a deeply integrated national practice that relies on constant communication, frequent technical and strategic updates, and travel among our offices and our clients’ locations in order to effectively build relationships and deliver an unparalleled level of expertise and responsiveness.
Our professionals are deeply connected to the owners, developers, investors and legal advisors who power the real estate industry. We advance those relationships by sponsoring high-profile industry events that provide attendees with vital market information and powerful networking opportunities.
Team members are fully engaged in the national real estate fund community and receive specialized training for both real estate and private equity fundamentals. As a leading service provider for financial service companies, real estate companies and family offices, EisnerAmper is uniquely positioned to create synergies that help clients leverage opportunity.