Real Estate
Real Estate CPA and Advisory Services
As one of the most powerful wealth-building assets in today’s economy, real estate requires a steady hand at the wheel. KSM has long been a leader in assisting developers and investors implement the best strategies and enhance the values of their real estate holdings.
Our real estate accounting and tax expertise is based on our outstanding track record. KSM has worked with developers and investors on some of the largest and most complex real estate deals in the country, so we know our way around the bargaining table. We have helped lead companies through successful IPOs, acquisitions, refinancings and sales, UPREITs, and DownREITs.
Who We Serve
KSM works with real estate organizations across asset classes and investment structures, delivering tailored guidance that aligns with financial objectives, regulatory requirements, and growth strategies.
- Assisted Living
- Industrial
- Land
- Mixed Use
- Multifamily
- Office
- Residential
- Retail
- Self Storage
- Land Banking
- Property Management
- Real Estate Investment Trusts (REITs)
- Traditional and Alternative Investment Funds
- Amenity and Master Plan Resorts
- Hotels
- Leisure and Entertainment
- Lodging
- Restaurants
Real Estate Solutions That Build Profitability
Through a comprehensive suite of tax, accounting, and advisory services, KSM’s real estate professionals help organizations improve cash flow, manage risk, and make confident, forward-looking decisions.
KSM provides end-to-end business tax services designed to support real estate organizations through every phase of growth. Our team delivers proactive planning, compliance, and transaction support to help you stay ahead of regulatory changes while identifying opportunities to improve after-tax returns.
When transactions become more complex, our real estate tax professionals step in with advanced structuring and advisory support. From assisting with sophisticated real estate tax structuring such as deferred like-kind exchanges and REITs, to consulting – and often serving as the chief negotiator – on various incentive programs, we help clients maximize the value of a deal.
KSM helps real estate owners and investors evaluate and structure Qualified Opportunity Zone (QOZ) investments to align with broader tax and capital strategies. Our team provides guidance on compliance, reporting, and long-term planning to help organizations assess whether QOZs are the right fit for their investment goals. Explore QOZ services.
Our TIF consulting services support developers and property owners navigating complex public financing arrangements. KSM assists with feasibility analysis, negotiation support, compliance, and long-term monitoring to help ensure incentive programs deliver intended financial outcomes. Learn more about TIF consulting.
KSM’s cost segregation services help real estate owners accelerate depreciation, improve cash flow, and strengthen overall tax efficiency. Our team combines engineering-based analysis with tax expertise to deliver defensible studies that stand up to scrutiny. Learn more about cost segregation services.
KSM advises real estate organizations on identifying, securing, and managing state and local economic development incentives. From site selection through ongoing compliance, we help clients align incentive opportunities with project goals and operational realities. Explore site selection and incentive services.
We provide audits and other assurance services for real estate properties and portfolios of properties, including equity investment funds; current-value financial statements; review of lease agreements and negotiations; lender and loan workout negotiations and analysis.
Our team is able to provide valuation of partnership interests; portfolio analysis; loan proposals and loan packages; intra-family wealth transfers; blockage discount appraisals; derivatives and complex financial instruments; estate planning/tax (for transactions or corporate/family succession planning); family limited partnership and LLC valuations; and more.
Real Estate Industry Involvement
KSM is committed to staying at the forefront of the real estate industry. Our professionals actively monitor market trends, regulatory developments, and emerging best practices to better serve our clients.
Members of KSM’s Real Estate Services Group participate in – and hold leadership roles within – key industry organizations, including the National Association of Real Estate Investment Trusts (NAREIT), Building Owners and Managers Association (BOMA), and the Urban Land Institute (ULI), among others. This involvement ensures our clients benefit from timely insight and informed perspective.
Facing Real Estate Industry Challenges Head-On
The real estate industry is competitive, fast-paced, and facing a particularly uncertain economic environment. Developers, investors, and owners must constantly seek out new forms of cash flow and look for ways to maximize operating income and asset values, all while identifying the next right opportunity. It’s a challenging time.
KSM’s real estate team has the experience you need to navigate these challenges and more. With more than 1,000 years of combined real estate tax, accounting, and consulting experience, our professionals are able to anticipate needs and offer solutions that clients might not have considered.
Where Ownership
Meets Opportunity
At KSM, you’re more than an employee, you’re a firm owner.