REAL ESTATE

Featured Guidance

Real estate, once seen as a stable and predictable investment, is now a rapidly evolving sector influenced by emerging technologies, the global pandemic, and pressing sustainability challenges. These disruptions have made decision-making more critical than ever for investors. Chartered provides expert guidance to help you navigate this dynamic landscape. With extensive experience across residential, commercial, and industrial real estate, we deliver tailored solutions to keep you ahead in a competitive market. Let us help you seize opportunities and mitigate risks with confidence in this ever-changing industry.

As a developer, operator, or investor, navigating fluctuating markets and unexpected challenges that erode margins is a familiar reality. Risks come in various forms—changes in tax laws, supply and demand shifts, or macroeconomic trends—and can impact your portfolio in unforeseen ways. We understand the fast-paced nature of the industry, the inherent challenges, and the critical need for a strong foundation to mitigate these risks.

Chartered’s Real Estate practice provides tailored financial, tax, and accounting solutions to meet the unique needs of property owners, developers, managers, REITs, funds, hotel operators, and institutional investors. Our professionals are deeply engaged in the real estate sector, partnering with leading brands to implement transformative strategies. From financial statement preparation and tax compliance to reporting, system optimization, cash flow modeling, and transactional services, we create a reliable business foundation, enabling you to focus on building your portfolio.

We serve a diverse range of clients, from individual owners to global investors, offering customized financial, tax, and accounting support designed to enhance their holdings. By leveraging deep industry expertise and embracing cutting-edge technologies—such as efficiency-enhancing software—we help maximize the value of your real estate investments.

The real estate landscape is evolving. Success today requires more than prime location—it demands transformation. To shape the future, real estate organizations need a trusted partner—one with a history of stability, a foundation of expertise, and a vision for innovation.

With our unparalleled multidisciplinary capabilities, we deliver cutting-edge insights and strategic solutions tailored to the dynamic real estate sector. Our team leverages deep industry knowledge to help you navigate challenges, seize opportunities, and stay ahead of the curve in a fast-changing market.

EXPLORE OUR SOLUTIONS

Chartered Consulting has been immersed in real estate for nearly a century, guiding many of the nation’s most prominent developers, operators, and investors on strategies to overcome challenges and reap rewards at every stage. The Real Estate Group provides a full range of assurance, tax, and consulting services, catering to a range of clients such as private equity funds, investment funds, REITs, pension advisors, and private companies.

INDUSTRY INSIGHTS

Navigating Change: Adapting Your Estate Plan to Potential Gift Tax Exemption Shifts

GIFT & ESTATE | 11/02/2024 Estate Planning: Securing Your Legacy and Reducing Taxes When it comes to your estate, thoughtful planning is essential to …
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When Does Owning or Managing Rental Real Estate Make You a “Real Estate …

INDIVIDUAL TAX | 07/16/2024 If you’re a taxpayer with income from rental activities or other real estate investments, it’s important to understand whether the …
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Understanding Tax Strategies for Intangible Assets in Rental Real Estate

PROPRTTIES | 06/23/2024 When operating or selling rental real estate, it’s essential to understand the tax implications associated with intangible assets. These can include …
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DRAFTING YOUR BLUEPRINT

Real estate and construction are at the crossroads of global economic and cultural forces, experiencing historic changes that redefine these industries.

Geopolitical upheaval, inflation, evolving work paradigms, shifts in the labor market, disrupted international travel, and supply chain dislocations create both challenges and opportunities for leaders in real estate, hospitality, and construction.

A successful strategy requires a holistic understanding of the environment in which these industries operate. Chartered takes a customized, multidisciplinary approach to address each client’s unique needs. We analyze gaps, identify pain points, uncover opportunities, and help businesses build greater agility to navigate economic and industry-specific influences effectively.

With our coordinated tax, audit, and advisory services, we offer guidance across the entire investment lifecycle. Chartered helps leaders achieve growth, minimize risk, modernize financial and operational functions, and make informed decisions through data analytics and deep industry expertise.

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