Bob works with investment funds and other institutional real estate investors that invest in real estate partnerships. Bob serves on UHY’s Real Estate and Personal & Estate practice teams. He consults with clients in all federal income tax matters including partnerships, Limited Liability Company and entity selection as well as asset acquisitions, like-kind exchanges, development, dispositions and liquidations.
He assists Private Equity Real Estate Funds with:
Structuring preferred returns for investors, timely annual compliance reporting to investors, structuring promote incentive returns for managers, managing allocations to avoid issues with UBTI for tax-exempt investorsDebt/equity structure planning to minimize effectively connected income for foreign investors and cost segregation studies