PFK Mueller - Certified Public Accountants, Business & Financial Advisors
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Real Estate

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Whether you are an individual or company involved in developing, owning, investing, managing, or financing real estate projects, PKF Mueller offers a full range of benefits, including accounting, assurance, tax, and financial consulting services geared towards minimizing your tax liabilities, staying compliant with ever-changing regulations, and navigating complex financial reporting requirements.

Industries Served

  • Developers
  • General & Sub-Contractors
  • Asset Management Firms
  • Lenders
  • Investors
  • Property Management Firms
  • Real Estate Brokers
  • Brokerage Firms

Specialized Services

We provide clients with a comprehensive range of services, structured to each client’s specific needs. Clients depend on PKF Mueller to provide the basic accounting and tax functions – such as audits, reviews, and compilations of financial statements as well as preparation of tax returns. Other specialized services include:

  • Financial forecasts and projections
  • Cash flow modeling and analysis
  • Due diligence relating to property acquisitions
  • Structuring debt and equity financing transactions
  • Profit improvement
  • Litigation support
  • Construction accounting
  • Management consulting
  • Low-income housing tax credit consulting and compliance
  • Rehabilitation tax credit consulting and compliance
  • Cost segregation studies
  • Strategic planning
  • Business valuations
  • Tax planning for acquisitions, dispositions, and tax-deferred exchanges
  • Partnership buy-outs and capital account analysis
  • Financial reporting for investors, lenders, and joint venture partner

REAL ESTATE INVESTMENT TRUST SERVICES

The Real Estate Investment Trust (REIT) Practice at PKF Mueller brings a multi-disciplinary approach to serving public and private REITs. Our practice group is comprised of professionals who have the experience to address the particular risks, challenges, and opportunities faced by REITs. By combining state-of-the-art solutions that incorporate audit, tax, advisory, and valuation services, our team offers a cross-functional approach to enhance organizational and stakeholder value. Our REIT specialists are comprised of members in the U.S. and abroad who have national and international firm experience directly handling the matters most important to you.

We have served all sizes and types of REITs, making our team positioned to offer relevant and competent service. We will help you meet your organization’s specialized accounting, auditing, and reporting requirements and apply our knowledge of recent changes affecting REITs. As the market continues to shift, REIT executives need to be prepared to make strategic decisions. PKF Mueller can help develop effective strategies to meet those challenges.

Specialized REIT Services

  • Tax compliance and consulting
  • Structuring acquisitions and dispositions
  • State tax planning
  • REIT quarterly and annual testing
  • Property level audits
  • Lease audits
  • Common Area Maintenance (CAM) audits
  • SEC Rule 3-14 audits of acquired properties that meet the SEC’s significance tests
  • Employee benefit plan audits
  • Structuring non-qualified compensation plans
  • Sarbanes Oxley 404 testing, including testing of IT and general computer controls
  • Personal tax work for executives
  • Assistance with SEC filings, such as financial statement preparation or implementation of new standards
  • Due diligence on acquisitions

Contact Us For More Information

Brian P. Sullivan

Partner

Amy M. Chamoun

Partner