Real Estate

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!