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Real Estate

The Real Estate Team at MarksNelson offers insightful strategy, along with the depth and breadth of services you’ll need to move forward with confidence. We look beyond the numbers and compliance issues, widening our view of your project to include our Economic Development, Tax Credit, Tax and Audit, Location Strategy, and Advisory Services Teams.

THE MARKSNELSON APPROACH

Our non-traditional approach factors in many data points to help us guide Real Estate Developers, Businesses, and Communities through the life cycle of their project. We look beyond the starting gate to the end of the line, by combining our unique experience, deep resources, and vast experience to provide a 360-degree view. The result? Your goals, challenges, and opportunities come to life. And we help you capture the momentum and maximize the possibilities, seamlessly. All while making sure that you remain in compliance.

PRE-DEVELOPMENT

A deal is only as solid as the foundation it’s built upon. The Real Estate Team at MarksNelson specializes in helping clients get their projects off to a solid start. We’ll show you the way, by thinking differently, boldly, and clearly. Our team will bring to the table our long-standing relationships with key real estate attorneys, bankers, and governmental entities, which enables us to provide the right resources – right away. We’ll use our financial modeling tools to develop strategies to maximize your investment while minimizing your risk. Our approach is to work through a series of “what-if” scenarios that factor in all aspects of your project. This helps us build a plan that will capitalize on your investment while minimizing your risk. We’ll provide:

Market assessments and site selection
Scenario planning and financial modeling
Risk analysis
Cash flow modeling using Argus
Economic incentive negotiations
Tax efficient structuring

DEVELOPMENT

Having a plan is one thing; taking it to fruition is another. This is the time to make sure that what you’ve modeled and planned for is actually playing out. But the truth is that during the development phase, things will change – and so must your plan. With every change, it’s important to monitor the implications on incentives, budgets, projections, and other variables. Our suite of Development Plan Services include:

Debt structuring
Contact consulting
Securing economic incentives
Cost certification audits
Tax consulting
Cost segregation

MANAGEMENT

Business strategies shift as you transition from the development to the management phase. Our team will help execute and manage your complex business plan so that you get the results you need, as seamlessly and easily as possible. And, we’ll help you manage assets across your real estate portfolio to boost performance and improve utilization. All while keeping capital and asset-related operating costs in check. Our team can help you circumvent surprises, keep the big picture in sight, and proactively address risks before they occur. Here’s how:

Ongoing tax compliance and planning
Lease consulting
Financial statement audits and reviews
Operations improvement consulting
Tenant improvement tax/business planning
Property tax evaluations
Incentive compliance
Personal financial statement

EXIT STRATEGIES

In the real estate industry, there is a time when moving forward means that it’s time to sell your property and capitalize on your investment. Our depth of experience in tax planning, due diligence, compliance, and more can help you divest your assets while planning for capital markets – and getting the fair value guidance you need to manage your risks so you can enjoy optimal return. It’s a smart way to plan for the future. We’ll guide you with:

Like-kind exchanges
Capital gain strategies
Estate tax planning
Income tax planning
Contract negotiation


LET'S MOVE FORWARD. TOGETHER.

To learn more about how MarksNelson Real Estate Services can help you make your next move, call or email us today.

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How the Tax Cuts and Jobs Act is Impacting Your Real Estate Business

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TAX SERVICES MADE SIMPLE

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LITIGATION SUPPORT

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SUCCESSION PLANNING

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TECHNOLOGY SOLUTIONS

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