Real Estate is an integral part of every well-structured asset portfolio.
Besides others one factor is decisive for the success of such investments:
The investment has to be tax-efficient at the acquisition, during the holding period and - of course - at the exit.
In this context a number of questions will arise:
- Share deal or asset deal, open-end or closed-end real property funds - which type of investment is the best in current position of the investor?
- Who is to become the legal or beneficial owner of the property? Is a corporation or a partnership the most suitable form of business?
- Where should the company be based taking into consideration double taxation conventions and the applicable national tax legislation?
- Can Real Estate transfer tax or trade tax be minimized or avoided?
- How can the ongoing taxation can be optimized ? Are there Real estate tax provisions in place ?
- Is the deduction of interest expense ensured in spite of interest barrier regulations?
- Are there any withholding taxes? Are they creditable?
In the past years we considered an increase in the complexity of the appropriate tax and regulatory framework. Therefore an high-end tax advice is essential for any successful real estate investment.
In detail we are offering the following high-end services
- Analysis of existing Real Estate portfolios
- Development of long-term, tax-optimized strategies for the acquisition & exit,
- Restructuring and sale of Real Estate investments
- Tax optimization in conjunction with Real Estate transfer tax or other stamp duties
- Cross-border Real Estate transactions
- Development of open and closed-end Real Estate funds including product design, product structure and prospectus design
- Acquisition & exit of large-scale projects such as hotels, holiday parks, shopping centers, commercial Real Estate or large residential portfolios
In addition we are able to manage the day-to-day tax compliance
- Post-Closing Management
- Handling of the current financial accounting
- Preparation of single-entity financial statements and tax balance sheets
- Tax returns for all types of taxes relating to Real Estate (Corporate Taxes, VAT, RETT, land tax)
- Support of tax audits
- Filing of objections with the authorities and filing of lawsuits before fiscal courts
Real Estate is our passion! Please feel free to contact us!