Main navigation About A&M Expertise Insights #AMon Social Our People Global Locations Careers A&M on COVID-19 EXPERTISE TAX Real Estate Printable version Send by email PDF version Investors looking to invest in real estate can benefit from strategically managing investments to optimize structure, cashflows, tax efficiency and flexibility. The investors range from funds and fund managers to family offices and corporations. A&M’s Real Estate solutions team combines broad professional expertise with operational knowledge to advise companies on an array of matters throughout the real estate investment lifecycle across the globe. As investors contemplate initiating or expanding real estate investment, A&M’s industry depth in tax, valuation, and advisory proves invaluable in anticipating questions, issues, and risk mitigation. We provide unconflicted advisory services to our Clients, being able to assess the best structuring options for our Clients and work with them to decide on the most appropriate investment options, tax domicile, and structure. Our services are customized to our Clients’ needs, sensitivities and busines strategy, understanding that a one-size-fits-all solution may not meet all a Client’s need. Economic volatility can release cash from real estate holdings and reduce the costs associated with owning and occupying property. Investors can minimize their risk and optimize value by leveraging the A&M Real Estate solutions team’s experience with acquisitions and dispositions and with direct and indirect real estate investments. Whether you are interested in acquiring property, optimizing income flow or planning for a tax-efficient exit, A&M can help. We offer a range of services to provide bespoke solutions, including: Fund structuring for real estate platforms Advising on appropriate investment platforms and structures REIT establishment and reporting Complex Partnership and Multi-Tiered Investment Structures Joint Venture Planning & Transaction Analysis M&A activity for real estate investors, including buy-side and sell-side diligence Tax structuring of real estate investments, including real estate debt Tax Assumption Model Review Planning for Carried Interest Holders Cash Repatriation and Financing Strategy Planning Real Estate Tax Restructuring Advisory Real Estate Transfer Pricing Analysis Exit Tax Planning and Compliance Transaction Documentation Review Assistance Ongoing tax compliance and reporting A&M offers a full array of real estate services, from market analysis and financial feasibility to planning, approvals and deal structuring. Discover more here: A&M Real Estate Advisory services. What Are the Benefits of Real Estate Tax Services Is your business expanding? Many fast-growing companies find themselves owning real estate in several geographies as they expand operations. Chances are your business ships good across borders or has manufacturing equipment that’s idle or factory processes that are not fully engaged. These situations and many more can provide tax benefit from a proper assessment and optimization of the real estate portfolio life cycle. Do you need help with your compliance and reporting requirements? If you don’t have in-house resources to meet the changing and complex compliance requirements around the globe, your company can benefit from A&M’s Real Estate tax solutions to help you manage and improve the efficiency of you portfolio. Are you establishing a fund to invest in real estate? Our team can help with advising on selecting an appropriate structure for the stakeholders, tax implications of injecting the funding, implementing the chosen structure as well as the ongoing M&A activities, compliance, and reporting. Are you wondering if you can find value through restructuring real estate assets? Because of our global reach and broad, advisory-focused platform, A&M can help in assessing risks and opportunities within existing and potential portfolios, both operationally and with respect to investor tax matters. Why Use A&M’s Real Estate Tax Solution? Our expertise and access to the wide range of consulting disciplines within A&M help Clients think through transactions and real estate platform structures that work in tandem with their business strategy. Here are just a few reasons you can rely on A&M: Global knowledge bank: Our international professionals have a firm grasp of the complexities of real estate management and tax requirements across around the world. With cross-border transactions or holdings, we can consolidate advice from international professionals and communicate it in business language the Client can understand. Operational skill: Many professionals on our team have operational experience working in real estate and fund platforms and the requirements of different stakeholders. This enhances our ability to anticipate and strongly align with the Client’s needs, as well as ensuring that the needs of the different stakeholders are addressed. Transactional expertise: Our team is very experienced in real estate and related transactions, understanding the complexities, risks and being able to advise on appropriate strategies. We offer clear and unambiguous advice to our clients to enable them to achieve their objectives in transactions. Expert compliance strategy: We offer a thorough framework for addressing primary and tangential concerns related to the complex governmental rules and regulations governing real estate transactions and portfolio management across the globe. Objective integrity: Bringing the highest integrity, a core value of the firm, to transactions and portfolios we help structure, we can provide advisory services through the complete life cycle of assets. Because we are not an audit firm, potential conflicts of interest are minimized or eliminated, and we can “lean into” our role as an advocate and creative advisor to our Clients. Coordination among disciplines: As a global, coordinated real estate advisory practice, a Client team will be represented by partners from all of our service lines, working together to arrive at solutions that meet both the business and operation needs of the Client, as well as the optimal tax and structuring positions. Did you know? A&M Taxand spans the globe Through the Taxand network of practices, A&M can leverage expertise across 50 jurisdictions around the world. Wherever you are based, our local market understanding can add value to your tax decision-making. LEARN MORE: Click here to learn more about our Private Equity and Real Estate Tax Services FRANCIS (JAY) HELVERSON MANAGING DIRECTOR UNITED STATES CONNECT ELIZABETH "LIBBY" GOODWIN MANAGING DIRECTOR UNITED STATES CONNECT KERSTEN MULLER MANAGING DIRECTOR UNITED KINGDOM CONNECT YVETTE CHAN MANAGING DIRECTOR CHINA CONNECT Customize experience for Real Estate LIBOR Transition: Preparing for the Changes August 3, 2021 BUSINESS & INDUSTRY INSIGHTS Foreign Pension Funds: Eyes on Proposed Tax Changes April 15, 2021 VIEW MORE RELATED INSIGHTS A&M BULLETIN SIGNUP Global Locations Expertise Industries Insights Our People Careers #AMon Social A&M on COVID-19 About A&M Contact Alumni A&M Capital A&M Capital Real Estate Employee Portal Privacy Policy Privacy Shield Notice California Privacy Notice Cookie Policy Terms of Use LinkedIn Facebook Twitter YouTube © Copyright 2021, Alvarez & Marsal Holdings, LLC. All Rights Reserved. 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