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Real Estate Investment Trust (REIT)

Experienced insight to help you navigate the unique challenges that impact REITs.
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Dedicated

REIT trusted advisors committed to serving clients

Knowledgeable

In private, public, and mortgage REITs

Involved

With industry associations and generating thought leadership

Drive sustainable growth and operational excellence with trusted guidance.

As a REIT, you understand the complexities that come with owning, operating, or financing across a wide range of sectors. From interest rate concerns to swings in the market, our dedicated industry team can assist you in navigating those challenges, helping you drive sustainable growth and operational efficiency. With a commitment to transparency and collaboration, we help you build confidence in your investment decisions so you can stay ahead in an evolving market environment.

We work with private, public, and mortgage REITs to provide holistic, tailored solutions. Whether you’re forming the REIT, operating a compliant REIT, or planning your exit strategy, we can help you prepare for what’s next.

How Forvis Mazars Can Help

How Forvis Mazars Can Help You

Real Estate
Build equity and invest in trusted accounting and consulting services for real estate.
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Private Equity
Accounting, consulting, and due diligence to help private equity firms make informed decisions, manage uncertainty, and create value.
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Asset Management
The asset management team at Forvis Mazars has experience providing accounting, tax, and consulting services to various types of investment holdings, including conventional debt and equity investments, loans, businesses, alternative investments, and other unique assets.

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
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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
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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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