Your Asset Class - Real Estate
You invest in real estate professionally and for the long term, but tax issues, digitalization and regulatory requirements are becoming increasingly complex and too dynamic. This is precisely why it pays to rely on a tax consultancy firm that not only knows the ins and outs of tax and legal intricacies, but also understands the specifics of the real estate sector. We provide you with tailor-made, practical solutions that optimize your investments from a tax perspective while keeping an eye on all regulatory requirements. We support you from the transaction through ongoing portfolio management to structured asset succession - with a clear focus on your return targets. Our experience in the international real estate market and our close networking with industry experts give you a real competitive advantage.
Let us work together to ensure that your real estate investments are not only secure, but also tax-efficient.
What is Important
We address institutional professionals and private individuals: it sounds strange, but basically both need the same services; only the degree of intensity is different.
But one thing remains important: sound know-how and, if possible, everything from a single source.
We offer you the following services from a single source:
Structuring
In what form would you like to invest in real estate? Share deal, asset deal, simple co-ownership, condominium ownership? Minimizing the land transfer tax burden, input tax deduction risks, MRG issues?
And finally, how will all this be financed? Equity/funding or mezzanine? Don't forget ESG issues and the banks.
With our interdisciplinary teams, we deliver solutions from a single source with our partners from FALCON LEGAL-TAX and ASSET MANAGEMENT.
Asset Management
And who develops the property? Who monitors its value? Who takes care of the ongoing obligations?
If you don't do that yourself, let us know and we can assist you!
Property Accounting
Who handles the billing and prepares the property accounts on time? Who does the bookkeeping for your property?
We are here for you!
The Easy Creation of Your Accounting
Let us show you the way to do it yourself!
Let us know what you need and we will deliver!
Partial Outsourcing Solution
Don't need it all? We can co-source together!
Complete Takeover of Your Accounting
If you want the absolute peace of mind, let us worry about it so you don't have to! From sick leaves to terminations, we can bolster you in this department, whether it be on-site at your company or ours, we will deliver!
Reporting & Performance Measurement
Liquidity forecasts, NAV calculations, vacancy analysis, etc., all come from a single system. We work with IGEL Real and IGEL FIBU which allows us to calculate the figures and link them to your reporting system!
Exit
And when the time comes, when you sell, gift, or ultimately inherit, talk to us to minimize the taxes for everyone. It's not just real estate and wealth-related taxes to consider, but overlaps to income tax as well. However, the fact remains… real estate is a good and popular investment; you can touch it, it's real and not a virtual financial product. Investors like that, and that's why an incredible amount of capital is flowing into this channel.
There aren't that many new properties. Even though the old ones are, well, old, it can be a difficulat market to enter. Without connections and knowing the market, even professionals who enter a new are will find the road to acquiring riddled with difficulties. FALCON can be the local with the connections! Read more in the attached article!
Everything Else You Could Need
Property Manager| Asset Manager | Facility Manager
We're well-connected. We work with our colleagues at Racoon in-house, creating efficiency gains through the comprehensive use of the IGEL Real module.
Through our many years of experience, we have garnered excellent relationships with asset managers as well as property management professionals. We can connect you!
Compliance
Focus on developing your properties; we'll assist you with…
- inquiries from the tax office, social security, etc.
- filling out tedious forms, whether for the Social Security Institution, the Welfare Fund, Statistics Austria, etc.
- ngoing preparation of your VAT returns, NOVA, advertising tax, remind you of your tax advance payments and those to the SVA, etc.
- preparing for upcoming tax audits
- interpreting your figures
- questions that keep you awake at night
Strength at Your Side, with a Dash of Loyalty and Determination
Good relationships, dependable calculations, we are here for you when you need us! Whether it be during an audit of the company or wage tax, or maybe even when something unintentionally went wrong, we can work through it all for a favorable outcome.