Bring the property, ownership structure, financing, and investor tax position into the same conversation. Plan across the full life of a real estate investment.
Investors · Developers · Sponsors · REITs · Family offices
We’ll define the analysis and support needed to move it forward.
We tailor the scope to your facts, goals, and timing. The work may span several of these areas.
Evaluate proposed investments, Qualified Opportunity Fund and business structures, asset requirements, working-capital planning, and exit alternatives. Apply the rules relevant to the investment date and location.
What the work can includeA structure and eligibility review, financial scenarios, and monitoring roadmap.
Explore Opportunity Zone planning ↗Advise on REIT and taxable REIT subsidiary structures, REIT qualification opinions and testing, due diligence, transaction planning, ownership, investor profiles, distributions, and transaction alternatives.
What the work can includeA fund or REIT structure review and map of recurring tax considerations.
Related business and transfer pricing planning ↗Evaluate acquisition and development structures, project entities, capitalization of costs, financing, and anticipated sale or hold strategies. Coordinate project economics with incentive opportunities.
What the work can includeA development tax work plan aligned with project milestones.
Assess whether a cost segregation study or accounting-method review is appropriate. Coordinate engineering work, tax classification, depreciation analysis, and potential Form 3115 adjustments.
What the work can includeA feasibility assessment, estimated timing benefits, and implementation checklist.
Review activities, participation, records, and potential grouping considerations. Evaluate passive-activity treatment separately from the economics of a deduction.
What the work can includeA fact-specific participation and documentation review.
Analyze contributions, allocations, debt, distributions, partner admissions and exits, basis adjustments, and restructurings. Model partner-level consequences alongside deal economics.
What the work can includeA partnership tax model and review of key agreement provisions.
Evaluate exchange feasibility, transaction timing, ownership, replacement-property strategy, and potential tax consequences with qualified intermediaries and transaction counsel. Review Delaware statutory trust (DST) structures and related tax planning considerations.
What the work can includeAn exchange planning brief and a responsibilities and timing checklist.
Review transfer taxes and potential reassessment consequences. Evaluate assessment concerns, valuation evidence, and available appeal procedures with local requirements in view.
What the work can includeA jurisdiction-specific issues assessment and appeal or transaction action plan.
Explore STRCRE for Max Unger’s real estate focus, listings, and connections to acquisition and disposition services.
Max provides brokerage services through Institutional Property Advisors, a division of Marcus & Millichap, under a separate engagement.
Explore STRCREDeliverables are agreed in advance and shaped around the decision you need to make.
No. Basis, at-risk, passive-activity, business-interest, and other rules may affect deductions. A subsequent disposition may also change the overall result.
No. Qualification depends on the applicable tests and your actual activities. Material participation in the relevant activity is a separate part of the analysis.
Tax consulting is provided through Structure P.C. Brokerage requires a separate engagement with the appropriately licensed brokerage provider.
Some strategies depend on structure and events before closing. Start planning as early as possible.
Tell us what you’re considering, what’s at stake, and when you need to act.