Real Estate

FORVIS delivers accountability, continuity, and responsiveness from a dedicated team of real estate specialists.

As the economy expands and contracts, successful real estate companies capitalize on opportunities. Our FORVIS team combines sound accounting and financial performance with long-range planning to help build the asset value and operating income so critical for success.

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 companies turn to FORVIS to help make informed, timely decisions.

Our experience is broad and knowledge deep. We work with investors; commercial, residential, industrial, and international developers; brokers; agencies; owner and management associations; partnerships; funds; and trusts. These clients develop and manage shopping centers, strip centers, multifamily housing, residential developments, and rentals.

We keep current with best practices, emerging industry trends, and legislative and regulatory activity through trade associations. Using market data, your financial reporting, and operational metrics, we benchmark your current position and address strategic options.

Assurance

FORVIS provides confidence in your numbers. You depend on accurate, trustworthy information about your firm’s financial strength to make informed, well-founded decisions. Our assurance professionals take a proactive approach that includes candid and open communication to address your financial reporting needs. Our independence and objectivity help deliver the security and confidence you expect.

Accounting/Costing System Design/Reviews
Audits, Reviews, & Compilations (including for HUD)
Contract Compliance
Employee Benefit Plan Audits
Feasibility Studies
Financial Risk Management
Internal Audits & Controls
International Financial Reporting Standards
Lease Accounting
Outsourced Accounting
Quality Reports for Boards, Audit Committees, & the Public
System & Organizational Controls Reports

Tax

FORVIS’ proactive approach helping you manage your tax burden allows you to plan while also mitigating risk. And because virtually every financial decision can have tax implications, careful tax planning can make a big difference in the final outcome. We monitor state and federal legislative and regulatory activity and apply what we learn to our recommendations for reducing your corporate, partnership, and personal tax liabilities. Our experienced tax professionals provide responsive, personal service and deliver solutions that meet your needs and exceed your expectations.

Alternative Minimum Tax
Cost Segregation Studies
Credits & Incentives
Estate Tax Planning
Passive Activity Compliance
Planning, Preparation, & Filing for State, Local, Federal, & International Tax
Qualified Property Zones
Reverse Sales Tax Audits & Property Tax Reviews
Section 179D Program for Deductions on Energy-Efficient Buildings
Sustainability Tax Credits
Tax-Free Exchanges
Wealth Planning

Advisory

Beyond tax, accounting, and regulatory compliance, FORVIS’ suite of advisory services addresses other planning and operational needs. We offer technical and planning solutions in digital transformation, cybersecurity, employee stock ownership plans, wealth management, and much more.
Our advisors start by listening to you. Then we methodically collaborate to address your pain points and reach your goals. Through the years, we can help you transition to new markets, structures, and leaders, each presenting challenges and opportunities. We draw from our knowledge bank of solutions to help you create competitive advantages and turn opportunities into success.