Ownership and Management

The ownership of real estate assets requires a constant awareness of the tax and financial opportunities and pitfalls that an owner may confront. There are significant differences in how real estate held as an investment is treated as compared to real estate held for sale or for use in a trade or business. One of our key business segments is dealing with an extensive number of clients in the ownership and management of real estate assets, including tax and financial considerations. Our professional staff has extensive experience in dealing with the tax rules and financial aspects of real estate ownership and management. In addition to traditional services such as tax preparation, accounting assistance and audits, we provide services in the following areas:

  • Tax considerations of owning real estate, including long term strategies to reduce taxes
  • Tax deferral strategies, including like kind exchanges and installment sales
  • Cost segregation studies and allocation of costs for more beneficial depreciation results
  • Assistance with sales decisions and price allocations
  • Assistance with lease negotiations and terms, and common area costs
  • Financial analysis of real estate assets, including structuring of partnerships
  • Financial modeling for owners, lenders and possible partners

For additional information contact Tom Hoffman, Ken Richey or Ryan Senger


  Copyright © Richey, May & Co., LLP   All rights reserved.

Copyright © Richey May Baldwin, LLC   All rights reserved.