Investment & REITs

Build value. Reduce risk. Improve performance.

Industry-leading services that drive bottom-line value

Today’s real estate investing industry is increasingly competitive as organizations compete against other real estate investment trusts (REITs), pension funds, insurance companies, private equity firms, and foreign investors. As a result, REITs must balance increasing yield on their investments while capitalizing on opportunities to raise funds.

Within this complicated landscape, a significant opportunity exists to diversify and create a portfolio with higher, more stable returns.

BDO helps the investment and REIT sector take advantage of geographic diversification, intensification opportunities with existing properties, and new development projects to boost long-term value. Along with implementing practical digital tools, we deliver valuations, internal control support services, and corporate governance solutions, helping our clients better understand, grow, and protect their assets.

 

Featured insights for investments
and REITs

Resources to support your business

Know your worth: valuing a construction company

Selling a construction company has much in common with bidding on a construction project. A valuations professional can help you establish the market value of your construction company, always considering the variables relevant to your industry.

Understanding construction holdbacks and the potential tax implications

In the construction industry, holdbacks may be inserted into contracts to help protect the buyer by “holding back” a portion of the invoice until all the work is complete, but this tactic raises a potentially complex set of procedural questions. When it comes to impact, it is not always a simple matter with a simple solution.

Understanding construction holdbacks and the potential tax implications

In the construction industry, holdbacks may be inserted into contracts to help protect the buyer by “holding back” a portion of the invoice until all the work is complete, but this tactic raises a potentially complex set of procedural questions. When it comes to impact, it is not always a simple matter with a simple solution.

Shifting gears: how to capture the value of your dealership real estate

Today's car dealerships must evolve from a margin-optimizing operation to a focus on sales volume by unlocking the capital in their real estate portfolio. Our team of experts—including contributions from President and CEO of UpAuto Michael Carmichael—discuss the details.

Related insights

Guidance and advice that service the real estate
& construction industry

Building trust with your stakeholders requires meeting regulatory requirements, adhering to accounting standards, and being transparent with your financial reporting. Our Audit & Assurance teams use their deep industry knowledge and access to the latest data to help you keep up with the ever-changing regulatory landscape, including ESG reporting, complete complex audits, and meet tight deadlines.

Get an experienced, trusted team of advisors that knows your organization inside and out. We manage your operations and financials—including cloud accounting, payroll, CFO and controllership services, financial reporting and tax filings, and more—and empower you to succeed and thrive.

Disputes, fraud, and corruption threaten the reputation and assets of businesses globally. BDO's Forensic Disputes & Investigations team prevents, detects, and responds to such risks by applying a combination of forensic accounting techniques with investigative acumen.

BDO Tax professionals can help you remain compliant and stay on top of new developments. We offer a full range of integrated, multidisciplinary tax services that allow us to address multiple client issues—helping you streamline your tax operations.

Canada's host of indirect taxes can be overwhelming. BDO's Indirect Tax team understands the intricacies of Canada's tax rules and advises clients on the measures to identify tax efficiencies and drive value. We help companies manage their compliance obligations, improve cash flow, identify tax or duty recovery opportunities, and more.

BDO Private Wealth is a leading advisor to high-net-worth individuals, families, and their businesses—helping preserve and grow their wealth. We go beyond personal tax planning to deliver overall tax optimization, including estate planning and intergenerational transfers, structuring asset ownership, investment holding companies, trusts, foundations and partnerships.

Contact us to discuss solutions for
your business needs

Pierre Taillefer

Pierre Taillefer

National Sustainability and ESG Leader

Francois Bourgeois

Francois Bourgeois

Partner, Business Services & Outsourcing

Kurt Oelschlagel

Kurt Oelschlagel

National Agriculture Tax Leader

Professional Services

Full-service solutions that flex with your needs.

Your one-stop support system for business resilience

Running a thriving business while balancing financial affairs, human capital, and regulatory challenges is no easy task. Whether still in school, just starting a professional practice, or operating a well-established company, business owners often need professional support to meet their growth ambitions and exceed customer expectations.

You’ve worked hard to get your professional service firm to where it is today—we get that. That’s why at BDO, we focus on creating lasting value for our professional services clients. Our experienced advisors can help with all stages of a career in professional services, including accounting and tax compliance, talent management, legal services, and digital innovation.

Featured insights and offerings for
the professional services industry

Resources to support your business

Lifecycle of a healthcare practice

As priorities and markets change, so should your healthcare practice. From graduation to retirement, we explore the stages of a health care practice and the key opportunities at every step.

Report – The integrated and modern law firm

Current economic challenges, technology, labour shortages, and client demands combined with different expectations and work styles from younger lawyers are all driving forces behind the changes that law firms today need to make.

Report – The integrated and modern law firm

Current economic challenges, technology, labour shortages, and client demands combined with different expectations and work styles from younger lawyers are all driving forces behind the changes that law firms today need to make.

Courts straighten out CRA on the matter of ITCs for orthodontists

Canadian orthodontists face considerable uncertainty with respect to how orthodontic services and supplies are treated for GST/HST purposes. Our Indirect Tax team can help.

Related insights

Guidance and advice that service the professional services industry

Financial statements tell the financial story of your business and give investors and lenders crucial information about how it's doing. That's why it's imperative that you have the insight you need for your financial reporting and tax filings. Our accounting advisors use best-in-class tools and data to offer a streamlined approach and help your business navigate this often-complex landscape.

Each business valuation is based on a unique set of factors—financing, business models, acquisitions, re-organizations, succession plans—and requires a thorough understanding of the industries involved. BDO's Chartered Business Valuators (CBVs) bring extensive experience working with owner-managed businesses to large public companies, always taking the time to understand your business and offering tailored services for individual client needs—from financial and tax reporting to transaction and litigation support to complex financial instruments.

Timely and objective insight into your asset value is critical to making informed business decisions. From obtaining financing to insuring, buying, or selling property, the fine details are critical to a real estate appraisal. BDO's integrated, national team applies its in-depth, local knowledge of real estate markets across Canada and extending to the U.S., allowing us to serve clients with portfolios in multiple jurisdictions.

In today's fast-paced and highly competitive business world, inorganic growth is an important tool in any company's success. We can help turn your growth goals into strategic pathways. With access to global networks and extensive expertise across industries, our M&A team supports mid-market businesses with acquisition strategy development and execution, sale preparation, divestitures, vendor due diligence, and more.

BDO Private Wealth is a leading advisor to high-net-worth individuals, families, and their businesses—helping preserve and grow their wealth. We go beyond personal tax planning to deliver overall tax optimization, including estate planning and intergenerational transfers, structuring asset ownership, investment holding companies, trusts, foundations and partnerships.

Contact us to discuss solutions for
your business needs

Pierre Taillefer

Pierre Taillefer

National Sustainability and ESG Leader

Francois Bourgeois

Francois Bourgeois

Partner, Business Services & Outsourcing

Kurt Oelschlagel

Kurt Oelschlagel

National Agriculture Tax Leader

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