Real Estate Investment Trusts (REITs)

While REITs can provide significant tax and reporting benefits to individual, tax-exempt, and foreign investors, structuring and operating a REIT is an onerous undertaking that requires thorough understanding of a variety of tax, accounting, and regulatory requirements.

Our team helps clients navigate the REIT marketplace and structures, from providing the industry insight needed for well-informed investment decisions to implementing processes designed to support timely, thorough REIT tax and Sarbanes-Oxley (SOX) compliance.

Ready to get started? Contact our team.

SUSTAIN COMPETITIVE ADVANTAGE

Led by a multidisciplinary group of firm leaders who have collectively served numerous REITs throughout their careers, our team understands the challenges your company faces. In our ongoing commitment to promote client opportunity and growth, we provide proactive insights based on our work with a deep, varied commercial real estate client base.

CohnReznick provides a wide range of sophisticated tax services for our REIT clients, rooted in our core competencies in tax preparation, tax accounting, tax advisory, and transaction services. Attest services are provided through CohnReznick LLP.

REIT taxation and compliance advisory

Audit and assurance

Audits of acquired properties in accordance with regulatory requirements (SEC 3-14 and 3-05 audits)

Internal audit and Sarbanes-Oxley (SOX) Section 404 compliance

Valuation and transaction advisory

Due diligence

Tax advisory

Taxable REIT Subsidiary (TRS) structuring and planning

Transfer pricing studies

Earnings and profits studies

Cost segregation studies

Tax credits (renewable energy, affordable housing, Historic and New Markets Tax Credits)

Tax outsourcing (including REIT compliance and testing)

State, local, and international tax consulting