Real Estate & Construction

Real Estate & Construction

Shalik, Morris & Company, LLP is recognized as a leader in providing a wide range of specialized services to its distinguished real estate clientele, which includes some of the region’s most prominent developers, builders, contractors, investors, owners and managing agents. We also represent numerous condominium and cooperative housing corporations.

Our real estate group provides its clients with a unique combination of real estate expertise, strategic business advice and knowledge of the various aspects necessary for a successful project. We work with our clients throughout the entire business cycle, from entity formation to planning, financing, development, operation and sale. Our goal is to enable our clients to understand and control all aspects of their project, achieve optimal after-tax results, minimize downside risks and provide for uncertainties.

Our entrepreneurial approach has enabled us to develop long-term relationships with our clients in all sectors of the real estate industry.

Our Clientele and Real Estate Industry Sectors include:

  • Owners & Operators
  • Condominiums & Cooperatives
  • Management Companies
  • Construction Contractors & Sub-Contractors
  • Investors & Private Equity Groups
  • Senior & Mezzanine Lenders & Brokers
  • Hotels
  • Residential, Commercial & Mixed-Use
  • Public Warehousing & Self Storage
  • Parking Garages
  • Retail

Our Assurance services include:

  • Financial Statements Tailored for Internal & External Reporting
  • Construction Cost Certifications
  • Special Purpose Reports & Agreed-Upon Procedures
  • Budgets, Projections & Financial Models
  • HUD & Other Government Audits
  • Lease Audits
  • Certiorari Audits

Our Tax services include:

  • Planning & Compliance at the Federal, State & Local Levels
  • Tax Aspects for Prospective Acquisitions, Sales & 1031 Exchanges
  • Transaction Structuring & Entity Selection
  • Cost Segregation Studies
  • Tax Consequences for Workouts & Debt Restructuring

Our Consulting & Advisory services include:

  • Assistance in all aspects of Due Diligence
  • Assistance with the Preparation of Private Placement Memorandums
  • Transaction Structuring & Negotiation
  • Assistance with the Preparation & Review of Term Sheets, Agreements & Other Documents
  • Assistance with Loan Packaging & Debt Restructuring
  • Operational Reviews & Efficiency Analysis
  • Development & Review of Internal Controls & Operating Procedures