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. 

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 will provide proactive insights based on our work with a deep, varied commercial real estate client base.

Our services

CohnReznick provides the following REIT services: 

• 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 

In addition, 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.

• 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