The REIT landscape is rapidly evolving beyond its traditional roots. While REITs continue to be a more accessible 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
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
Earnings and profits studies
Strategic audit preparation
Cost segregation studies
International taxation
Transfer pricing analysis
State and local tax nexus studies
Taxable REIT Subsidiary (TRS) structuring and planning
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
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. We also have the capabilities to assist with compliance on related Taxable Reit Subsidiaries (TRS) structuring that include partnerships and C-Corps.
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.