Real estate funds & investment management

Real estate is an attractive asset class for investors. In addition to the potential for steady, long-term growth, it also offers diversification benefits. Our specialists work with investors and asset managers to identify the right opportunities in a market where navigating regulation, taxation and location is essential for successful outcomes.

Our approach 

Investors are turning to the real estate market as a source of long-term growth against a backdrop of volatile stock markets and economic uncertainty. For institutional investors such as private equity and pension funds, property is often an attractive asset class, given the potential for stable cash flows and capital growth. However, real estate comes with its own set of risks, particularly as the makeup of our towns and cities change, and consumer behavior moves away from brick-and-mortar shopping destinations. Other key challenges in the sector also come in the form of complex legislative and tax changes, diversification of investment strategies, internationalization and new markets, CSR performance and asset valuation, to name a few. 

Our real estate team provides an array of audit, advisory and tax services to help you gain a strategic advantage. Each of our professionals is a specialist in their field and is committed to tailoring their service to suit your specific needs and objectives. 

At Forvis Mazars, we work with a wide cross-section of real estate investors and asset managers, including real estate funds, real estate owners, investment advisers, private equity funds, real estate investment trusts, pension funds and other institutional investors. We provide a range of fund and portfolio management services to help you manage your fund, including accounting and tax services, transaction support, valuation, financial modelling, regulatory, integration, restructuring or financing. 

Whatever your challenges and ambitions are, we are offering advice and guidance that is the right fit for you.

Our services 

• Assurance and accounting 
• Tax structuring and compliance 
• Compliance and regulatory advice 
• Strategic and operational support 
• Risk management 
• Transaction 
• Finance engineering 
• CSR advice  
• Real estate law  

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