Citrin Cooperman Supports You at Every Stage of Your Deal's Life Cycle

STRUCTURE CONSIDERATIONS

Structuring a successful deal involves careful consideration of all potential issues that may arise from the start. As you begin to evaluate your deal structure, our professionals are here to help you effectively navigate the full real estate journey.
  • Fund and transaction structuring
  • Technology and cybersecurity consultation
  • Internal processes and controls structure
  • REIT compliance

IDENTIFYING OPPORTUNITIES AND CAPITAL RAISE

Identifying new opportunities and executing a plan requires skillful consultation with a laser focus on raising required funds. Our team is ready to help you elevate your portfolio and keep your plan in forward motion.
  • Acquisition due diligence
  • Operating agreement/management fee consultation
  • Opportunity zone and tax credit analysis
Operating Agreements and Management Fee Consultations
Five Due Diligence Keys for Successful Deals
The Perils of Avoiding Due Diligence

MANAGING DEALFLOW AND FINANCIAL ANALYSIS

Evaluating each opportunity requires thorough oversight of your portfolio. Our team is here to help you develop a targeted plan to execute your strategy. We take a consultative approach to our tax, financial statement, and compliance services to help make your portfolio successful.
  • Cash flow, profitability, and carried interest analysis
  • Financial statement and income tax compliance
  • Investment planning and valuation consultation
Financial Statement and Income Tax Compliance

MAXIMIZING PROFITS AND MINIMIZING TAX IMPACT

Assessing every aspect of your deal with a diligent approach is critical in enhancing the overall profitability of your portfolio or fund. We are here to help the success of your deals by providing the oversight and management required to achieve profitability.
  • Business process outsourcing
  • Operational analysis
  • Cost segregation analysis and energy efficiency consultation
  • Investor/real estate professional tax planning
Maximize Profits & Minimize Tax Impact

EXITING THE DEAL

As you plan and prepare to liquidate your portfolio, we are here to provide financial and tax projections and modeling, advice on 1031s, and trust and estate planning, among other services. Our end goal is to create efficiencies that allow you to maximize the return on your investment.
  • Financial and tax projections/modeling
  • Tax deferral strategies
  • Trust and estate planning
  • International tax and state/local tax consulting
Exit Strategies for a Smooth Transition

Growth Drivers Amid Disruption

In this Coffee with Citrin Cooperman episode we sit down with MAG Partners Founder & CEO MaryAnne Gilmartin to discuss Ruby, her new luxury rental property in Manhattan's Chelsea neighborhood, and her exciting project in Baltimore.

Real estate is experiencing a transformation...

Real estate is experiencing a transformation unlike any we have seen before. The uncertainty in the marketplace, rising interest rates, and changes in the use of commercial space require skill and knowledge to navigate. Our dedicated industry practice is equipped to help our clients successfully navigate the many challenges in a deal cycle and achieve continued growth.

  • Mark Mindick, Real Estate Industry Practice Leader
  • NEW YORK
  • (212) 697-1000

Get In Touch
CONTACT US TO LEARN MORE ABOUT

Our Real Estate Professional Services, On Demand.