Tax law for real estate investments
Real estate is a central component of strategic asset allocation. We support the entire life cycle of your real estate project — in Germany and across borders. In doing so, we combine expertise with efficient processes.
Tax Compliance & Filings
Depending on the investment structure, tax regulations, deadlines and documentation requirements change. We translate the structure into a clean declaration and documentation and keep an eye on the typical points of contention.
Our services:
- Compliance: financial accounting, financial statements, tax returns
- Structure: Appropriate declarations for private individuals, companies, real estate companies and funds
- Sustainable positions: Well justified and reliably documented
- Operational audits: Support of tax audits, appeal and tax court proceedings
- Valuation: Property valuation in accordance with the German Valuation Act
- Classification: Classification and differentiation of asset management versus commercialism
- Review: Review and documentation of often contentious scenarios (including real estate trade, division of businesses, ancillary services)
Tax due diligence
We analyse the relevant information in the shortest possible time. Our due diligence addresses the investment structure and transaction type. We are also happy to provide expert opinions on individual topics.
Our services:
- Due diligence reports for buyers or sellers
- Red Flag Reports for time-critical projects
- Second Opinions resp Expert Opinion, in particular on critical issues (e.g. VAT and trade tax)
Property Valuation
Property valuation is of paramount importance in tax law. We are familiar with typical use cases both for transactions and trust and estates (gift and inheritance tax).
Our services:
- Valuations in the case of inheritances, gifts and other real estate transfer tax transactions without a reliable purchase price (Section 8 (2) German Real Estate Transfer Tax Act)
- Real estate valuation in accordance with the German Valuation Act — in particular with Income value- and Tangible Value Method
Your contacts for the real estate investments
Please reach out in case you have any questions.
Marius Siemen
Marius Siemen advises on all aspects of German and international tax law. His work focuses in particular on the global investments of institutional investors and private clients across all asset classes. He has extensive experience with projects involving German investors in the United States as well as in the Asia‑Pacific region. Another key area of his practice is the representation of clients in tax disputes: from tax audits to administrative appeals and litigation, as well as the support of clients in criminal tax proceedings.
Lukas Conrady
Lukas Conrady advises investors, corporations, entrepreneurs, startups, and private clients on matters of national and international taxation. A key focus of his work lies in ongoing tax compliance—particularly the preparation of annual financial statements and tax returns, as well as the support of tax audits, including administrative appeal proceedings. He has in‑depth expertise in M&A, private equity, and real estate transactions, assisting clients with tax due diligence and the tax implementation of subsequent reorganizations. In addition, he advises on the taxation of crypto assets, including the classification and reporting of trading, staking, and lending activities.