Knowledge

Real estate ownership reviewed across tax, control and succession.

Review of private, corporate and foundation ownership of real estate, income tax, transfer tax, VAT and succession effects.

Purpose

Purpose

Real estate structures need to balance tax, financing, succession and flexibility. The best ownership route depends on use, leverage, holding period, family plan and exit scenario.

Review points

Review points

We review private ownership, corporate ownership, partnerships, foundations, rental income, transfer taxes, VAT, financing, hidden reserves, depreciation, future sale plans and inheritance tax exposure.

Typical output

Typical output

The result is a comparison of ownership routes with tax effects, transaction costs, financing issues and documentation needs.

Why it matters

Why it matters

Real estate decisions are hard to reverse. A structure that is efficient for rent may be weak for sale, financing or succession. The review should happen before acquisition or transfer.

Next step

Turn the topic into a documented review.

Confirm facts and jurisdictionsPrepare ownership and bank documentsMap tax, governance and implementation risksBook a confidential consultation