Key Takeaways
- • EisnerAmper has formed a dedicated Real Estate Private Equity Group to serve the expanding market of real estate equity and debt fund strategies across the capital stack, reflecting growing institutional investor demand for specialized real estate fund services.
- • The firm provides end-to-end support across fund lifecycle activities, including audit and assurance services, tax compliance and planning, due diligence on acquisitions and dispositions, and outsourced fund administration across core, core-plus, value-add, and opportunistic real estate strategies.
- • EisnerAmper's Real Estate Private Equity team brings multi-segment industry experience spanning commercial, residential, hospitality, mixed-use, industrial, and retail properties, with specialized expertise in navigating operating agreements, investor-ownership structures, and complex fund-level financial reporting.
- • Tax optimization services include federal, state, and local income tax planning; REIT structure implementation; UBTI and FIRPTA tax compliance; capital gain treatment maximization; and quarterly REIT compliance testing—critical for tax-efficient investor returns.
- • The group offers specialized advisory services including cost segregation studies, transfer pricing analysis, forensic accounting, litigation support, lease abstracting, cyber risk analysis, and internal audit services for real estate fund portfolios.
Summary
EisnerAmper has established a Real Estate Private Equity Group based in New York City to capitalize on the growing institutional investor demand for specialized accounting, tax, and advisory services within the real estate fund sector. The formation responds to a market trend where real estate funds have become an increasingly significant niche, with investors actively deploying capital across multiple strategy types and positions within the capital stack.
The group's service offering spans the complete fund lifecycle. Core competencies include fund assurance, portfolio property assurance, cash waterfall analysis, and valuation model assurance—all critical for investor reporting and performance measurement. The firm has developed particular depth in structuring tax-efficient fund vehicles, including REIT implementations designed to maximize capital gain treatment and provide tax-efficient returns to limited partners. This encompasses handling complex tax compliance across federal, state, and local jurisdictions, as well as specialized considerations including UBTI (Unrelated Business Taxable Income), ECI (Effectively Connected Income), and FIRPTA (Foreign Investment in Real Property Tax Act) exposure.
EisnerAmper's Real Estate Private Equity team brings operational experience across all major real estate segments—commercial, residential, hospitality, mixed-use, industrial, and retail—positioning the group to provide contextual guidance on fund structuring, operating agreement navigation, and investor-ownership complexities. The group also delivers transaction-focused advisory services, including due diligence support on acquisitions and dispositions, outsourced fund administration, cost segregation studies for tax optimization, and forensic accounting support. Additional services include transfer pricing analysis, lease abstracting, cyber risk analysis, and internal audit capabilities.
The formation of this dedicated group reflects market recognition that real estate private equity funds require specialized expertise beyond general accounting and compliance services. By consolidating dedicated specialists, EisnerAmper positions itself to serve fund managers and institutional investors seeking comprehensive support for managing increasingly complex multi-property portfolios and investor capital structures.
The group's service offering spans the complete fund lifecycle. Core competencies include fund assurance, portfolio property assurance, cash waterfall analysis, and valuation model assurance—all critical for investor reporting and performance measurement. The firm has developed particular depth in structuring tax-efficient fund vehicles, including REIT implementations designed to maximize capital gain treatment and provide tax-efficient returns to limited partners. This encompasses handling complex tax compliance across federal, state, and local jurisdictions, as well as specialized considerations including UBTI (Unrelated Business Taxable Income), ECI (Effectively Connected Income), and FIRPTA (Foreign Investment in Real Property Tax Act) exposure.
EisnerAmper's Real Estate Private Equity team brings operational experience across all major real estate segments—commercial, residential, hospitality, mixed-use, industrial, and retail—positioning the group to provide contextual guidance on fund structuring, operating agreement navigation, and investor-ownership complexities. The group also delivers transaction-focused advisory services, including due diligence support on acquisitions and dispositions, outsourced fund administration, cost segregation studies for tax optimization, and forensic accounting support. Additional services include transfer pricing analysis, lease abstracting, cyber risk analysis, and internal audit capabilities.
The formation of this dedicated group reflects market recognition that real estate private equity funds require specialized expertise beyond general accounting and compliance services. By consolidating dedicated specialists, EisnerAmper positions itself to serve fund managers and institutional investors seeking comprehensive support for managing increasingly complex multi-property portfolios and investor capital structures.
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