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Real Estate

Build equity and invest in trusted accounting and consulting services.
83

Firmwide Net Promoter Score®

Trusted

We are part of your team, we do what we say we will do, more than just accounting

100

Years serving the real estate industry

How are you developing your company’s financial success story?

As the economy expands and contracts, successful real estate companies capitalize on opportunities. Our professionals combine sound accounting and financial performance with long-range planning to help you build the asset value and operating income so critical for success. We work with investors, brokers, agencies, owner and management associations, partnerships, funds, trusts, and many more in the commercial, residential, and international real estate sectors.

Real estate’s buying, selling, refinancing, and trading transactions often require complex financial analyses, flawless timing, and extensive knowledge of their governing regulations and tax implications. That's why numerous companies have turned to Forvis Mazars to help make informed, timely decisions.

Serving Clients: A Continued Focus for Our Expanded Real Estate Team

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Watch this brief video as Real Estate Practice Leader Dennis Theodossis explains how our expanded global reach will help clients navigate inbound and outbound investments, weigh options, and identify opportunities.

Our assurance professionals take a proactive approach to address your financial reporting needs while providing accurate information about your firm's financial strength.

  • Accounting/Costing System Design/Reviews
  • Audits, Reviews, & Compilations (Including for HUD)
  • Contract Compliance
  • Feasibility Studies
  • Financial Risk Management
  • International Financial Reporting Standards
  • Lease Accounting
  • Outsourced Accounting
  • Quality Reports for Boards, Audit Committees, & the Public
Learn More

Our experienced tax professionals provide responsive tax planning to help you comply with and take advantage of opportunities within tax law.

  • Cost Segregation Studies
  • Credits & Incentives – Section 179D, 45L, Sustainability Tax Credits
  • Estate Tax Planning
  • Passive Activity Compliance
  • Planning, Preparation, & Filing for State, Local, Federal, & International Tax
  • Qualified Property Zones
  • REIT, Fund, & Developer Tax Compliance
  • Reverse Sales Tax Audits & Property Tax Reviews
  • 1031 & 1033 Exchanges
  • Wealth Planning
Learn More

Beyond accounting services, Forvis Mazars offers a suite of consulting services that address other crucial prep and operational needs. We offer technical and planning services tailored to your company.

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Alert
Latest Tax Strategies for Real Estate Funds & Operators

Learn about potential tax planning strategies and incentives that real estate funds and operators should consider in light of legislative changes.

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I certainly recommend Forvis Mazars to organizations of all sizes. Big or small, you get that personal touch, which is so important. There are larger accounting and tax firms where you are a smaller fish in a bigger pond, so you may not get that individual relationship or the trusted advisor that you need. Forvis Mazars has been fantastic for us, and we hope to continue growing together in the future.”
– Ben Siegel, Group RMC
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