Real Estate Investment Trusts (REITs)

Transforming real estate investment for tomorrow.

The REIT landscape is rapidly evolving beyond its traditional roots. While REITs continue to democratize real estate investment – now reaching more than 170 million Americans through retirement accounts and investment funds – they’re also driving innovation across the built environment. From sustainable building technologies to digital transformation, REITs are reshaping how we think about, operate and derive value from real estate assets. 

Market momentum 

The $4 trillion U.S. REIT industry demonstrates remarkable resilience and adaptation. Recent CEM Benchmarking analysis reveals REIT portfolios delivered positive net value-added returns of 0.32% after fees in 2024, outperforming private real estate portfolios. This success stems from REITs’ fundamental strengths: portfolio diversification, professional management and robust governance. 

Today’s REIT universe spans: 

  • Traditional sectors like office, retail and residential 
  • Emerging segments including data centers and gaming facilities 
  • ESG-focused properties and operations 
  • Technology-enabled real estate platforms 

Creating long-term value 

Modern REITs balance multiple priorities: financial performance, environmental responsibility, social impact and technological advancement. BPM helps navigate these interconnected challenges through integrated solutions that drive sustainable growth. 

Our comprehensive support includes: 

Strategic growth 

  • Digital transformation and technology adoption 
  • ESG strategy development and reporting 
  • Transaction support and due diligence 
  • Performance analytics and optimization 

Operational excellence 

  • Income and asset testing 
  • Advanced data analytics 
  • Cost segregation studies 
  • ERP consultation and implementation 
  • Outsourced accounting services 

Tax and compliance 

  • REIT qualification testing 
  • Tax compliance and Form 1099-DIV preparation 
  • Strategic audit preparation 
  • Transfer pricing analysis 
  • State and local tax nexus studies 

Meet our REITs Leader

Building tomorrow’s REITs 

As the industry evolves – with over 35 countries now adopting REIT frameworks – organizations face new opportunities and challenges. Success requires balancing stakeholder interests, from investor returns to community impact. BPM provides the strategic insight and practical support needed to: 

  • Navigate regulatory requirements 
  • Implement emerging technologies 
  • Develop ESG frameworks 
  • Optimize operational efficiency 
  • Drive sustainable growth 

Partner with BPM 

Our multidisciplinary team serves a diverse REIT client base, from established players to innovative new entrants. We understand the unique dynamics of different property sectors and REIT structures, delivering tailored solutions that support both immediate needs and long-term objectives. 


Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.