Real Estate Valuations

Prepare Your Real Estate Company for Growth

Streamlining your real estate company’s organization and processes can boost efficiency and revenue whether you choose to bolster internal operations or outsource. Strategic qualitative and quantitative technical assistance can keep you well-equipped to drive your business forward even when you face challenges.

We work collaboratively with you and your management team to develop tailored strategies according to each stage of your organization’s life cycle, enabling you to inspire change and momentum well into the future.

Who We Serve

  • Private equity and debt funds
  • Private and public real estate investment trusts (REITs)
  • Investment managers
  • Family offices
  • Not-for-profits
  • Service providers including accounting and law firms

Types of real estate span office, retail, industrial, multifamily, hospitality, healthcare, self-storage, land, and many others.

Establishing Framework, Guidelines

Whether utilizing hypothetical liquidations and net asset values (NAV) or fair values, our professionals can work closely with management to define effective structures and processes.

Framework. Investor confidence hinges on having a framework in place for real estate and real estate debt financial reporting, whether it’s US generally accepted accounting principles or international financial reporting standards. Successful firms have processes that translate acquisition and asset management functions and outcomes into transparent valuation and reporting results.

Financial and tax reporting needs require capabilities outside of deal flow, acquisitions, and asset management expertise.

We can perform company, property, and lease analysis on various levels for management decision-making purposes for:

  • Merger and acquisition support
  • Internal valuation management and review
  • Appraisal management
  • Acquisition and disposition due diligence for real estate, debt, and joint venture partners
  • Lease reviews (capital vs. operating)
  • Buy, sell, or lease analyses
  • Sale-leaseback analyses
  • Feasibility analyses
  • Argus modeling
  • Impairment analyses
  • Litigation support

Operating guidelines. These comprehensive policies and procedures are critical to not only reduce risk but also enable financial reporting transparency for stakeholders.

We work with management to develop guidelines related to:

  • Acquisitions
  • Asset management
  • Internal and external valuations
  • Development
  • Disposition

Valuation Scenarios

There are many circumstances that may call for determining the value of your real estate, debt, and real estate interests. We perform appraisals and appraisal reviews for multiple purposes including:

  • Fair value real estate and debt analysis and review (ASC 820 and IFRS 13)
  • Business combinations (ASC 805 and IFRS 3)
  • ASU 2017-01 asset acquisitions
  • Lease valuations
  • Appraisal reviews
  • Real estate entity interests for gift, estate, and succession planning

For a more complete list of our valuations services, visit our main valuations page.

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