Industry
Real Estate
Entity structure, partnership allocations, and cover across the whole portfolio.
Real estate gets held through entities, and that structure is what drives the tax outcome. Partnership allocations, basis, depreciation, how a disposal is treated. Get it wrong at the start and it is expensive to unpick once the properties are sitting inside it.
On the risk side, a portfolio built up property by property ends up with mismatched cover and renewals scattered across the calendar. We pull that together and line it up with what your lenders require.
Services for Real Estate
The work that comes up most often in this sector, grouped by discipline.
Accounting
All Accounting →Tax
All Tax →Advisory
All Advisory →Insurance
All Insurance →Real Estate Insurance
For owners and investors running a portfolio.
Read moreProperty Management Insurance
For managing agents, where the professional exposure matters as much as the property.
Read moreHOA / Community Association Insurance
Protecting the board, the common areas and the governing documents.
Read moreCommercial Property Insurance
Property programmes for owners and occupiers of commercial space.
Read moreCommercial Property
Buildings, contents and equipment, valued properly.
Read moreCoverage Reviews
Somebody should read the policy you’ve already got.
Read moreRenewal Strategy
Start ninety days out, not two weeks.
Read moreReal Estate
We already know what usually matters in real estate.
Entity structure, partnership allocations, and cover across the whole portfolio.