Beers + Cutler has been providing audit, tax and business advisory services to private equity funds investing in real estate since the firm's founding. We represent some of the largest private equity funds in the region and specialize in unrelated business income tax (UBIT) planning for pension plans and educational entities that invest in real estate. We also specialize in real estate investment trust (REIT) structuring, compliance and testing as private REITs increasingly become a common vehicle for foreign and tax exempt investors.
The services we provide private equity funds include:
- Review fund's operating structure, legal documents and internal controls
- Provide guidance regarding foreign shareholder reporting and tax withholding requirements, if any
- Determine reporting requirements for tax-exempt investors and impact to the fund's tax reporting/accounting methods (e.g., UBIT, section 470 and section 168(h))
- Assist with any REIT testing or compliance needs
- Annual tax projections for investors
- Provide audit and tax compliance services
For more information, contact Kelly Toole.
