Real Estate
Market cycles don’t wait — neither should you. Withum’s Real Estate Services Team helps owners, operators, real estate developers, and property managers turn complexity into advantage – unlocking cash flow, de-risking deals, and accelerating growth. We fuse real estate sector know-how with audit quality, tax strategy, and innovative advisory recommendations. For more than 50 years, we’ve helped portfolios perform in any market. Let’s build what’s next.
Our Real Estate Industry Expertise
Real Estate Industry Challenges and Trends
Strong cash flow is an important asset for real estate companies. The implementation of a cost segregation study can result in less tax in the earlier years of a project and, therefore, additional cash flow. Learn how to take advantage of this effective planning tool.
Learn MoreThe industry has experienced downsizing of staff and c-suite retirements over the past few years. However, the need for high-quality real estate accounting and finance support remains. Outsourced accounting and finance roles are cost-effective and efficient.
Learn MoreStaying one step ahead of cybercriminals is a constant battle. Proprietary tenant information, wire transfers and network-enabled building management systems are high-risk areas for real estate companies. When compromised, the fallout can be costly. Don’t let your company fall victim.
Learn MoreRecent legislation provides additional opportunities for tax savings and deferrals. Refer to our FAQs for Real Estate Developers and new legislation on opportunity zones.
Location, location, location; where your employees are located now plays a much smaller role in the current business environment thanks to the ability to work remotely. Ensuring your team has the necessary cloud and collaboration tools is vital to staying efficient and productive.
Digital Workplace SolutionsReal Estate Insights
NYC Pied-à-Terre Surcharge Ruling: Court Cancels Notices, but the October 6 Deadline Still Stands
On September 29, 2026, the New York Supreme Court, Richmond County, ruled against the New York City Department of Finance (DOF) over how it rolled out the new pied-à-terre surcharge. In O’Brien v. City of New York, the court: The City filed an appeal the same day and says the appeal automatically puts the ruling…
Proposed Regulations Offer a Narrow Escape Hatch for Entities That Inadvertently Self-Certified as a QOF
Filing a Form 8996 by mistake has, until now, followed an entity indefinitely. Proposed regulations issued on September 11, 2026, would let an entity that inadvertently elected to self-certify as a Qualified Opportunity Fund revoke that election, but only where no qualifying investment in the entity was ever made. Outside that single fact pattern, the…
NJBIZ Names Sara Palovick a 2026 Leading Woman in Business
As a tax partner, Sara serves clients across the real estate industry, specializing in partnership and individual taxation. She advises closely held and institutional real estate businesses on tax compliance, strategic planning and succession, helping clients navigate tax matters while supporting long-term growth and continuity. Sara is a recognized thought leader on real estate taxation,…
Strengthening Internal Controls in Real Estate: A Strategic Lever for NOI, Transparency and Scalable Growth
For today’s real estate owner‑operators, growth often outpaces infrastructure. Portfolios expand, transactions multiply and reporting demands increase. Yet underlying processes frequently remain informal, fragmented or dependent on key individuals. In this environment, internal controls are often viewed as a back‑office necessity. In practice, they are far more consequential: they determine how efficiently revenue converts to…
The Growing Case for Outsourced Accounting in Vacation Ownership Resorts
Running a vacation ownership resort involves far more than managing reservations and maintaining the property. Behind the scenes, accounting teams must process owner assessments, pay vendors, fund reserves, track capital projects, and prepare financial information for boards, owners, and auditors. As these responsibilities become increasingly complex, many vacation ownership resorts and management companies are choosing…
Real Estate Accounting Services
Tax-Motivated
- Real estate professional compliance and advice
- Like-kind exchange strategies
Deal-Related
- Strategic planning
- Acquisition and disposition due diligence
- Deal structuring
- Debt restructuring
- UPREIT and DownREIT Transactions, Structures, and Workouts
Compliance-Related
- Lease analysis and review
- Accounting for leases (ASC 842)
- Tax reform and tangible property regulations compliance
- PILOT programs and abatement municipal agreements
- New markets, low-income housing and historic tax credits
- Cost certifications
- Special purpose audits
- REIT Tax Compliance
Real Estate Advisory Services
Advisory Solutions
Operational Assistance
- Budgeting and forecasting
- Cash flow analysis
- Internal accounting procedures consulting
- Property valuations
- Insurance consulting
- Financing assistance
- Forensic and valuation services
- Business succession planning
- Employee compensation and pension plans
- Internal audit consulting
- Property tax analysis and appeals
- Revenue recognition
- CFO solutions and services
- Common area maintenance engagements
- Software selection
Affordable Housing
- Low Income Housing Tax Credits (LIHTC)
- Housing and Urban Development (HUD)
- New Market Tax Credit (NMTC)
- Advisory Services for Affordable Housing Projects
2026 Annual Real Estate Market Report
The real estate landscape is evolving quickly – and our 2026 Real Estate Market Report provides valuable information to help you stay ahead of the curve.
Learn MoreReal Estate Industry Involvement
Withum’s Real Estate specialists are proud members of the below national, regional and local organizations.
Connect with Our Real Estate Leaders
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