Real Estate Specialty Services
Due to frequent tax legislative change and technological shifts, PE firms and real estate businesses are turning to co-sourcing for their tax and finance functions. Understanding the pressure and the needs of real estate businesses, we leverage our combined industry expertise and prioritize communication by positioning ourselves as a true partner of your team.
The Real Estate and private equity practice represents one of our largest lines of business. Prior to forming O’Connor & Yu LLP, our partners worked in the real estate group of a Top 20 national accounting firm and developed in-depth industry experience. Our expertise enables us to effectively address the most complicated real estate transactions and sophisticated business structures. We routinely handle transactions involving the acquisition, exchange or disposition of property across all asset types—retail, office, hotel, industrial, mixed use and multifamily. Beyond tax compliance and timely investor K-1 delivery, we help you choose the efficient business structure, identify tax savings, handle technical accounting, and develop successful exit strategy.
Who We Serve?
- Property Owner & Operators
- Homebuilders & Developers
- Investment Companies
- Construction
- Hospitality
- Private Equity Real Estate Funds
Our Services:
- Federal, state and international tax consulting & compliance
- Investor tax reporting and timely K-1 delivery
- UBTI analysis and reporting for tax-exempt investors
- State withholdings and filing
Our Value-Added Expertise:
- Partnership, LLC, and S-Corporation planning and structuring
- Blocker entity structuring
- Review operating agreements
- Capital gain characterization planning
- Calculate sophisticated partnership allocations
- Review distribution waterfalls and carried interest allocations, including preferred returns and IRR calculations
- Structuring real estate acquisitions & dispositions
- Tax-free exchanges (§1031 exchanges) to defer tax liabilities
- Debt restructuring or modification
- Cost segregation studies for accelerated depreciation categorization
- Tangible property regulation application for fixed asset classifications
- Technical accounting for real estate transactions, including acquisition, refinance and sale
- Partnership basis adjustment from sale or redemption of partnership interests
Why Clients Choose Us?
Donec dignissim, metus sit amet suscipit elementum, arcu mauris vulputate odio, quis cursus nunc urna id tellus. Quisque hendrerit commodo dignissim. Aliquam tristique ligula faucibus velit interdum fringilla. Fusce ut faucibus nunc. Donec non accumsan dui, vitae consectetur ligula.
Mauris accumsan urna et neque maximus cursus. Ut maximus ligula nec orci tempor posuere. Quisque vulputate felis vel arcu pharetra interdum. Aenean egestas metus et magna pretium lacinia. Aenean vitae metus tortor. Sed vel quam quam.
Satisfied Clients
0
K
Successful Cases
0
%
Global Clients
0
K
Professional Lawyer
0
+
Frequently Asked Question
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
Cras tincidunt facilisis arcu sed efficitur. Integer ac eleifend dolor, at imperdiet lacus. Vestibulum sit amet erat et turpis mattis bibendum. Nullam dui nibh, facilisis sit amet mollis vel, ornare sed nulla.
