REITs & Real Estate Businesses

Mercer Capital provides REITs, real estate operating companies, developers, and property managers with independent valuation, transaction advisory, litigation support, and related financial services

Mercer Capital provides independent valuation and related advisory services to real estate businesses and real estate investment trusts (REITs). Mercer Capital provides services related to transactions, ownership changes, strategic planning, financial reporting, and dispute-related matters for public and private real estate companies across a range of property types and operating structures.

Our professionals have experience valuing real estate businesses and interests, with an understanding of property-level cash flows, capital structures, tenant dynamics, market cycles, and regulatory considerations. We deliver independent, well-supported analyses that inform decision-making and withstand scrutiny from investors, lenders, and other stakeholders.

What We Do

Services Overview

  • Gift, Estate, and Income Tax Compliance

  • Buy-Sell Agreements

  • Employee Stock Ownership Plans

  • M&A Representation Services

  • Fairness and Solvency Opinions

  • ESOP Advisory Services

  • Quality of Earnings Assessments

  • Portfolio Valuation Services

  • Purchase Price Allocation

  • Impairment Testing

  • Equity-Based Compensation Valuation

  • 280G Golden Parachute Valuation

  • Shareholder Disputes, Corporate Restructuring, and Dissolution

  • Family Law and Divorce

  • Tax-Related Controversies

  • Business Damages and Lost Profits

  • Valuation, Labor, and Contract Disputes

  • Consultation, Testimony, & Support

  • Shareholder Surveys & Education

  • Dividend & Redemption Policies

  • Capital Structure & Capital Budgeting

  • Performance Measurement & Benchmarking

Key Contacts