Real Estate Investment Trust (REIT) Evaluation Expert

Case Description:

A real estate investment trust (REIT) evaluation expert was needed for a financial services industry arbitration hearing involving reimbursement of taxation liabilities incurred as a result of a merger related to partnership units involved in an umbrella partnership real estate investment trust (UPREIT). In the dispute, one of the parties to the merger sought reimbursement of taxation and finance liabilities incurred pursuant to the terms of a tax protection agreement entered into as part of the merger.

IMS ExpertServices was asked to locate a real estate investment trust evaluation (REIT) expert with expertise in the financial services industry involving the valuation of REITs and the manner in which they are structured, including the selling and marketing of partnership units. This expert was required to analyze, evaluate, and value the partnership units exchanged as part of the merger.

Experts Presented:

  • Real Estate Finance Expert

    This expert has over 30 years of finance and real estate experience. He has extensive academic teaching experience, including graduate level commercial real estate finance and investment courses, and is the director of a recognized university’s college of business real estate master’s program. He began his career as a financial analyst for a global company and is a fellow of the Real Estate Research Institute, a Research Fellow of the Urban Land Institute, and a Distinguished Fellow of The National Association of Industrial and Office Properties. This expert’s research interests include real estate finance, investment, and taxation, and he holds and B.S.B.A., an M.B.A., and Ph.D. He is the author and a co-author on a number of real estate publications, including topics covering real estate investment trusts (REITs) and commercial real estate valuations. IMS Reference #5045877.

  • Real Estate Valuation Expert

    This real estate valuation expert has over 17 years of real estate transaction, restructuring, valuation and consulting experience, having served as a real estate investment trust (REIT) industry equity analyst, and he has significant experience with the valuation of operating units involved REITs. He has served as senior director with a global real estate professional services firm, providing real estate transaction and restructuring advisory services to financial services firms, corporations, real estate investors and developers, real estate funds, and major REITs. His experience also includes several years working in the real estate consulting practice of a national accounting firm, as well as several years working in investment banking as a research analyst focused on REITs and real estate operating companies. He is a member of the Counselors of Real Estate (CRE), the Appraisal Institute (MAI), and the American Bankruptcy Institute and the Association of Insolvency and Restructuring Advisors, and is an associate member of the Urban Land Institute. This expert holds a B.S. in business administration with a concentration in finance and an M.A. in business administration with a concentration in real estate. IMS Reference #(5045969).

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