Real Estate Investment Trusts

Executives involved in the management of a Real Estate Investment Trusts (REITs) often require tax, accounting and business advice to help them maximize the cash flow from their portfolios. Reznick Group can help. We provide industry advice to REIT managers to help them make well-informed investment decisions. We also help them employ processes designed to ensure timely, thorough tax compliance and adherence to Sarbanes-Oxley regulations, if required.

With more than three decades of real estate industry experience, Reznick Group continues to extend this experience to the REIT market. Our REIT experience includes initial public offerings and follow-on offerings of listed REITs and the registration of securities of non-traded REITs under the Securities Act of 1933. Reznick Group helps clients navigate the public and private REIT marketplace and structures in our ongoing commitment to promote client opportunity and growth.

Our REIT team draws upon a multidisciplinary group of the firm's leaders who have collectively served numerous REITs throughout their careers. Reznick Group is an active supporter of the National Association of Real Estate Investment Trusts and has been recommended by the leadership of NAREIT as a REIT service provider.

Services

  • Audit and assurance
  • Due diligence
  • Audits of acquired properties in accordance with regulatory requirements (SEC Sec. 3-14 audits)
  • Internal audit and Sarbanes-Oxley Section 404 compliance
  • Management advisory
  • Tax advisory
  • Valuation and transaction advisory