The Construction & Real Estate Industry

Transaction Advisory Services

Deal Structuring, Due Diligence, Purchase Agreement Review and More:

We support real estate professionals with advisory services designed to manage and minimize tax burdens while optimizing financial returns.

• Evaluation of structure to optimize tax, monetary, and financial reporting outcomes
• Assistance with preparation of prospectus for potential buyers’ due diligence procedures
• Analysis of seller customer contracts, contract backlog and waterfall, customer histories, product histories
• For commercial occupied properties, preparation of historical and forecasted earnings and cash flows using modular approach that allows for “what-if” and sensitivity analysis for use by buyer and/or Deal Structuring buyer’s appraiser and lender in evaluating pricing
• Review of relevant tax, financial and financial reporting provisions to ensure consistency with parties’ intent and seller’s protection
• Preparation and filing of required tax and financial regulatory forms, including stubperiod returns, tax elections, etc.

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Section 1031 Exchanges

Defer taxable gains…with a 1031 Exchange.

Section 1031 Exchange is a useful tool for real property owners who want to defer taxes when property is sold. IRS Code Section 1031 allows property to be sold while preserving net worth.

Want to Capitalize on Appreciated Property?

Thanks to Section 1031 of the Tax Code, a properly structured like-kind exchange allows an investor to sell a property in certain situations, reinvest the proceeds in a different property, and defer capital gain taxes. The four basic steps in a 1031 exchange are:

1. The seller arranges for sale of property and includes exchange language in the contract.
2. At closing, proceeds from the sale go to a qualified intermediary for a 1031 exchange.
3. The seller identifies potential exchange properties within 45 days of closing.
4. The seller completes the 1031 exchange within 180 days of closing.

Contact us to learn how a 1031 tax-deferred exchange can help increase your return on real estate investments.

Cost Segregation Studies

Maximize your cash flow and minimize your tax burden.

It sounds too good to be true, yet cost segregation is a low-risk, high-return method to recover capital investments and improve cash flow. The money you save from a cost segregation study can be used as cash flow for operations, or toward new investments and ventures.

Although any non-residential commercial property may qualify for tax deferral and increased cash flow, the following types of properties have a high probability of benefiting from a cost segregation study:

• Corporate office buildings
• Warehouses and distribution centers
• Hospitals
• Medical / dental offices
• Nursing homes
• Apartment buildings
• Restaurants
• Hotels and motels
• Strip malls and retail stores
• Car dealerships
• Golf courses and country clubs
• Grocery stores
• Airport hangers

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