Real Estate

Strategy, Finance, Operations & Management.

Real estate was once considered a relative safe harbor, an asset class marked by steady value creation and predictable trends. Those days are over. New technologies, the global pandemic, and urgent sustainability concerns are now disrupting the industry in ways that raise the stakes for every decision real estate investors make.

We work with property owners, REITs, DSTs, service providers and a wide range of other players to maximize their value, shape their growth strategies, and become more innovative.

Tax Credits, 721 or 1031 Exchanges.

Business and individuals may be able to reduce their federal and state tax burdens and while also supporting certain historic, cultural, and community-driven causes by purchasing tax credits.

In 1031 exchanges, the seller of an asset, who would otherwise be obligated to pay a capital gains tax upon the asset’s profitable disposition, is instead able to move those funds into a new like-kind property without paying capital gains taxes on the asset’s appreciation.

A 721 exchange is similar to the 1031 exchange. IRC Section 721 allows investors to exchange appreciated real estate property held for business or investment purposes for units in an operating partnership that will be converted into shares of the real estate investment trust (REIT).