Real estate is an exciting business; but given volatile interest rates, geographic considerations, changing market conditions, and tax implications, it can also be a risky business. Whether you are a commercial or residential developer or an investor attempting to maintain a sound portfolio, proper planning and experienced, capable business advice are essential.

Windes & McClaughry provides real-world solutions and superior technical expertise to real estate developers, investors, rental companies, management companies, and realty associations. Our real estate partners and professionals are members of various industry organizations that help them stay abreast of the latest trends and provide timely and directed advice. Traditional accounting, assurance, tax, and consulting services are supplemented by industry knowledge and specialized capabilities, including complex financing, to help our real estate clients acquire the right opportunities and build successful and profitable companies.

Our real estate clients are an important part of our business. We can provide the following services specific to the real estate industry:

• 1031 tax-free exchanges
• Acquiring real property
• Analysis of REIT transactions
• Attestation engagements: examinations, reviews, and agreed-upon procedures
• Cash flow and budgeting analysis
• Corporate entity structure: tax and liability protection
• Cost segregation studies
• Employee benefit services
• Financial forecasts and projections for leases, acquisitions, and dispositions
• Financial statements: audits, reviews, compilations, agreed-upon procedures
• Financing analysis
• Human resources consulting and placement
• Internal control attest and assurance procedures
• Involuntary conversions
• Passive activity rules
• Projections and forecasts for leases, acquisitions and dispositions
• Property tax issues
• Sale and lease-backs
• State and local tax consulting
• Tax aspects of foreign ownership
• Tax aspects of mortgage financing
• Tax planning and consulting

For more information, please contact:
James A. Cordova, CPA, MS