Real Estate

We serve as auditors,
tax & legal advisers,
and financial & tax due diligence experts for the real estate sector

PwC are market leaders in the real estate sector. We serve as auditors, tax and legal advisers, and financial and tax due diligence experts for the real estate sector. We have extensive experience in advising on transactions, fund IPOs, restructures and capital transactions. PwC works with a significant number of foreign investors, including pension funds and sovereign wealth funds, which invest in Australian real estate. PwC also has significant experience in setting up managed investment trust (MIT) structures.

PwC is the only professional services firm which is able to provide a total service approach covering all disciplines. We can provide services on structuring, vehicle establishment, asset acquisitions, legal services and ongoing services.

Our experience includes:

  • IPO of several listed REITs.
  • Establishment of several unlisted funds.
  • Many equity raisings/rights issues for listed REITs.
  • Many debt issues for listed REITs.
  • Stapling of several listed REITs.
  • Advising on real estate acquisitions in several overseas countries including the USA, Japan, New Zealand, Germany, Spain, France, Italy, the UK.
  • Advising several foreign investors on the acquisition of Australian real estate and funds.
  • Advising on the merger of various funds.
  • Advising on many MIT structures for foreign investors including for Sovereign Wealth Funds and Foreign Pension Funds.
  • Advising on the creation of many MIT structures established by Australian and foreign sponsors.

PwC provides a total service approach covering all disciplines. We can provide services on structuring, vehicle establishment, asset acquisitions, legal services and ongoing services. PwC's integrated real estate team can provide a range of other services including debt and capital advisory services and valuation services.

PwC's Real Estate team is deeply experienced in all aspects of real estate investment including:

Setting up new funds.
Structuring foreign real estate acquisitions.
Advising non-residents in relation to acquiring Australian real estate.
Advising on M&A transactions including mergers, take-overs and related due diligence.
Advising on capital raising (both debt and equity).

PwC has a global team of real estate experts. We serve as auditors, tax advisers, legal advisers and financial and tax due diligence experts for the real estate sector. Our real estate team meets at least twice a year at our Global Real Estate conference both in Asia and Europe.

Meet PwC Australia’s Real Estate team

Taxation and Indirect Tax

Josh Cardwell
Partner, Taxation, Sydney
Tel: +61 (2) 8266 0532
Email
Christian Holle
Partner, Taxation, Sydney
Tel: +61 (2) 8266 5697
Email
Nick Rogaris
Director, Tax & Legal, Sydney
Tel: +61 (2) 8266 5140
Email
Costa Koutsis
Partner, Indirect Tax, Sydney
Tel: +61 (2) 8266 3981
Email
Chris McLean
Partner, Indirect Tax, Sydney
Tel: +61 (2) 8266 1839
Email
Adrian Abbott
Partner, Indirect Tax, Sydney
Tel: +61 (2) 8266 5140
Email

Private Clients

Kel Fitzalan
Partner, Private Clients, Sydney
Tel: +61 (2) 8266 1600
Email
Andrew Cloke
Partner, Private Clients, Sydney
Tel: +61 (2) 8266 3524
Email

Legal

Tim Blue
Partner, Sydney
Tel: +61 (2) 8266 0871
Email
Natalie Kurdian
Partner, Sydney
Tel: +61 (2) 8266 2763
Email
Roger Clarke
Director, Sydney
Tel: +61 (2) 8266 2398
Email
Tim Manefield
Director, Sydney
Tel: +61 (2) 8266 2938
Email

Financial, Advisory and Transaction

James Dunning
Partner, Financial Services, Sydney
Tel: +61 (2) 8266 2933
Email
Adam Somerville
Partner, Advisory, Sydney
Tel: +61 (2) 8266 2464
Email
Tony Massaro
Partner, Sydney
Tel: +61 (2) 8266 2047
Email
Mark Haberlin
Partner, Transaction, Sydney
Tel: +61 (2) 8266 3052
Email

Creating value for your business

Updates

Equity crowdfunding in the real estate sector

Adam Somerville, PwC Real Estate Advisory Leader

Property crowdfunding - Part 1 & 2

Steven Maarbani, Venture Capital & Private Equity Partner at PwC

Emerging trends in real estate® – Asia Pacific 2016

Emerging trends in real estate gives a heads up on where to invest, which sectors and markets offer the best prospects and trends in the capital markets that will affect real estate.

Emerging Trends in Real Estate® - The global outlook for 2015

The global themes from PwC & ULI's Emerging Trends in Real Estate series and the outlook for the industry in 2015.

Real Estate 2020: Building the future

As confidence returns to real estate, the industry faces a number of fundamental shifts that will shape its future. We have looked into the likely changes in the real estate landscape over the coming years and identified the key trends which, we believe, will have profound implications for real estate investment and development.

Real Estate Going Global: Tax and legal aspects of real estate investments around the globe

Our global real estate network comprises of people and teams with hands-on experience at the very top of the industry. Real Estate Going Global provides you with a summary of the tax and legal aspects of real estate investments from more than 50 countries.

Traditional investment management

Demand for investment management services is set to soar as consumers seek efficient ways to fund longer retirements. Further openings are coming from the increasing affluence and sophistication of customers in emerging markets such as China and India. However, companies need to contend with increasing competition and ever more exacting customer demands against a background of mounting regulation and continuing financial market volatility.