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Real Estate Investment Trusts

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Comprehensive services. Proven expertise.

The opportunities for real estate investment trusts (REITs) are tremendous, but so are the risks and challenges. From organizational and operational matters, to distributions and compliance, REITs require special consideration. Our experts will help you navigate this complex landscape. We offer comprehensive services to help you meet regulatory or investor deadlines, and strategic advice to capitalize on market opportunities. Our assurance, tax, and consulting professionals will keep you ahead of industry trends, help you make well-informed investment decisions, and meet compliance obligations.

Our sophisticated advisors have dedicated their careers to the real estate industry, serving public and private REITs, including those structured as UPREITs. We also have expertise with various real estate property types such as hospitality, healthcare, retail, multifamily and office REITs, as well as taxable REIT subsidiaries. We’ll simplify intricate transactions and provide accounting and financial reporting support, all while minimizing your tax burden.

Seamless service.

Your engagement team isn’t limited by your location. No matter the size or complexity of your project, we’ll connect you with experts across the firm. Through a single point of contact, you’ll get answers to any questions you have. In addition, with one of the lowest turnover rates in the industry, you’ll have a consistent team by your side.

Jennifer Chambers, real estate investment trust practice leader, knows her team will always exceed client expectations. “Our REIT team includes experts in compliance and accounting with a depth of experience in real estate and REIT-specific issues. Clients appreciate that they’ll have the same team year over year and that we become a true partner. We’re dedicated to providing efficient service and quality.”

Our clients say

Our company has grown considerably over the years, and the firm has been right beside us. I think of Plante Moran as an extension of our team. They have a genuine interest in our business and serve an important advisory role. I can bounce ideas off of them and trust the advice they provide.

Michael Bogdan Chief Accounting Officer, Devonshire REIT II, Inc.