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Valuation Advisory Tax & Financial Reporting

Kidder Mathews multi-disciplinary team of real estate experts’ offering broad-based financial reporting expertise. Our seasoned team of professionals offer an unrivaled experienced in real estate valuation, finance and economics with the necessary experience to provide our clients with a comprehensive array of financial reporting and/or tax reporting valuation services.

Kidder Mathews Advantage

Collectively, our real estate team offers more than a century experience assisting our institutional and non-institutional clientele defend their real estate valuation positions which are regulated by the Securities Exchange Commission, Internal Revenue Service, state tax authorities, foreign governments and other tax-related entities. Our experts regularly provide accurate, objective, real estate related solutions to CEOs, CFOs, Controllers, auditors, board members, lawyers, advisors, experts, and others.

Financial Reporting

Financial Reporting related clientele include both public and privately held companies actively owning and leasing real estate, inclusive of REITs actively acquiring real property, restructuring existing portfolio or requiring tax reporting needs. Fair value consultations and financial reporting valuations are utilized in matters involving business combinations, transfer pricing, equity based compensation, impairment, and complex financial instruments. Work product is conducted inline with relevant accounting standards (FASB, IASB, and/or GASB) and custom tailored based on the needs of issuers, auditors, and users of the financial reports.

Financial Reporting Services

– Portfolio Investment Valuation Services (Debt & Equity)
– Business Combinations & Purchase Price Allocation (ASC805 / SFAS 141R & IFRS 3)
– Lease Valuation (IFRS 17 – SFAS 13 &157)
– Fair Value Measurements & Disclosures (ASC 820)
– Fresh Start Accounting

Tax Reporting

Fair market value studies and valuations are oftentimes required for tax reporting, commonly used in matters to income tax, depreciation studies (i.e. cost segregation), and property tax appeals. Notable tax related services are outlined below, note Estate & Gift is identified in a separate brochure.

Tax Reporting Services

– Cost Segregation & Component Depreciation
– Ad Valorem Tax Assessment Appeal
– Tax Related Expert Testimony

Representative Transactions

Multifamily apartment portfolio exceeding 8,000 apartment units

€1.9 billion European logistics portfolio

Industrial portfolio exceeding 2 billion s.f. of rentable space

Non-performing debt encumbering a portfolio of ±290 assets in Italy

Data center valuation(s) for the GoDaddy M&A

Portfolio of industrial properties located in Japan

Contact Us

Tax & Financial Reporting Specialists

Steven Klett, MAI, MRICS | Phoenix, AZ

Valuation Advisory Services Leadership

Brian Hatcher, President & COO
206.296.9600 | brian.hatcher@kidder.com

Randall Clemson, Executive Vice President, Valuation Advisory Services
602.513.5158 | randall.clemson@kidder.com