Real Estate Funds

Managing a real estate fund is a complex undertaking, regardless of whether it’s your first fund or your fifteenth. Our experienced professionals provide guidance in a wide range of areas, from establishing your fund to helping you assess deals.

Our services include:

Due diligence: Identify risks, value assets accurately and ensure investments align with your objectives. Our due diligence services evaluate the financial, operational and compliance aspects of potential properties so you can invest with confidence.

Fund consulting: Optimize your fund’s performance and enhance your relationship with investors. We’ll focus on areas like waterfall compliance and calculations to make sure profit distributions are carried out according to your fund’s agreement.

Fund design and structure: We’ll consider factors like investment objectives, risk tolerance and whether capital will be sourced domestically or internationally (or both!). By tailoring your fund’s structure to best meet its goals, we can optimize tax efficiencies and attract a diverse investor base.

Internal rate of return (IRR) modeling: Learn the expected profitability of potential or ongoing real estate investments. Through sophisticated analysis, we’ll help you compare opportunities to look at risks and returns so you can make informed investment decisions.

Pre-development ownership: Get a detailed financial model outlining how profits and losses will be allocated. This helps you clarify investment terms, set expectations and ultimately attract and retain investors.

Purchase price allocation: Distribute property acquisition costs appropriately to ensure your assets are recorded at fair market value and in compliance with accounting standards. It’s a process crucial for accurate financial reporting, depreciation calculations and tax planning.

Opportunity Zone fund tax planning and investing: Opportunity Zones offer big tax incentives for investing in economically distressed areas. We’ll structure your fund to meet strict regulatory compliance and advise you on the use of capital in these assets to maximize potential tax benefits.

Transaction support (valuations/projection): Use valuations and financial projections to make informed decisions during acquisitions and mergers. We’ll perform in-depth financial analysis to determine a property’s fair market value, predict future cash flows and assess potential risks and returns of the transaction.

Unrelated business income tax (UBIT) planning: Your real estate fund could have tax liabilities from income not directly related to the fund’s primary exempt purpose. We’ll help make sure your fund complies with IRS regulations while optimizing its tax position.