Your sector in good hands

Real estate

Seeing the big picture: all services from a single source

The real estate industry is a sector that requires a lot of specialist knowledge. Profitability, real estate decisions and legally compliant actions depend to a substantial extent on the validity of the figures used. We have specialised, as a tax consultancy office, in the requirements of the real estate industry. From digital bookkeeping and tax advice through to optimum company structuring: we make sure that you know your figures, assess them correctly and use them to plan. We also offer legal advice and real estate evaluation in cooperation with our partners.

» Specialisation means security for our clients: we know the legislation, ask questions in a more targeted manner and know the problem areas and solutions better.”

We offer our clients tax consultancy, legal advice and real estate evaluation from a single source. We rely on the expertise of our partners in individual cases. We offer legal structuring both in-house via our lawyers and through our partner society Trebing & Bert Rechtsanwaltsgesellschaft mbH, Frankfurt.

» We bundle our services from a single source because it produces fewer friction losses at the interfaces”

We help and support our clients in the processing of transactions and display the overall economic situation in high quality annual accounts. This creates the basis for success-oriented management of the real estate portfolio. We can also do business on a large, international scale – we have many years of experience producing consolidated accounts for very large real estate groups in accordance with IFRS. We support our clients with fluent business English for communication with international investors and auditors.

Realisation of tax optimisation

We find repeatedly that our clients are unaware of important tax optimisation potential. The combination of sector experience and tax expertise means that we are familiar with current regulations and can utilise all the possibilities without taking risks. Here are some examples:

Avoidable trade tax burden through the renting of operating facilities

Companies that would like to avoid trade tax burdens may not rent operating facilities such as chimneys and goods lifts.

Optimisation of turnover tax structures, e.g. through tax entities

Turnover tax entities are of great importance for real estate groups with companies that are not or only partially entitled to deduct input tax. For example this can be renting residential real estate or renting to banks, insurance companies, hospitals or retirement and care homes. This kind of rental does not entitle to the deduction of input tax – meaning that any input tax is a cost factor. Within the framework of a turnover tax entity companies in these sectors are permitted to provide services to one another that are not liable for turnover tax and therefore do not lead to the creation of non-deductible input tax.

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Where competence and performance meet: our experience

Reference: Tax support for a real estate group since 2009
Reference: 3-year consolidated planned accounts for a real estate group in 2015
Reference: IFRS reporting package for a foreign state fund in 2015
Reference: Tax optimisation of company structures for a small real estate group