Around real estate - ACCONSIS München Immobilien Kapitalanlage

Whether you are a homeowner, landlord or part of a community of heirs with an extensive real estate portfolio – they will all confirm: real estate ownership can bring with it considerable tax, legal and financial challenges.

Our approach is therefore to support you and your properties in the long term, including when buying or selling real estate as well as in ongoing tax and ESG-compliant advice and support.

With our specialized real estate team – consisting of tax consultants, lawyers, financial experts and accounting specialists – we offer you a comprehensive consulting package from a single source and professional legal and tax support for your real estate holdings.

Real estate purchase or sale

When buying or selling real estate, our experts will take care of your legal and tax concerns in connection with the real estate transaction from the outset or support you with questions about real estate financing.

Rely on the experience and expertise of our consultants on the following topics, among others:

Development, review and comparison of different financing options and optimization of possible follow-up financing
Tax advice on acquisition or sale: purchase price allocation of land and buildings for tax optimization of depreciation (depreciation). From commercial real estate trading to income tax, trade tax, real estate transfer tax and sales tax.
Real estate in companies: comparison of partnerships and corporations
Tax advice on the use of depreciation potential and tax-optimized disposal including monitoring of time limits.
Advice on achieving a sustainable and ESG-compliant real estate portfolio; creation of climate protection roadmaps:
Environment: CO2 reduction through insulation, renewable energies, geothermal energy, climate-friendly heating systems.
Social: improving air quality, soundproofing, barrier-free access, common areas, affordable housing.
Governance: transparency, compliance, risk management, involvement of all stakeholders.
Roadmap to carbon neutrality: renovation roadmap, funding programs, green financing products.

Tax advice

Our tax experts advise and support you according to your individual needs, including on the following topics relating to real estate:

Tax optimization for planned maintenance and renovation measures.
Preparation of tax returns (Annex V), including optimization of deductible business expenses.
Taking over the ongoing accounting and tax support of rental properties with the support of the property management.

Property transfer

Last but not least, the transfer of real estate to the next generation during your lifetime is a situation in which professional support is useful. We support you in transferring your property to your children and offer the following services:

Forward planning of the transfer of assets to subsequent generations.
Anticipated inheritance subject to usufruct rights and conditions for the financial support of the donors.
Preparation of wills and corresponding provisions in partnership agreements.
Structuring of family assets to optimize the tax implications of the anticipated inheritance, also by means of a family company/family pool.
Valuation of real estate for inheritance tax and gift tax purposes and determination of the potential tax burden.
Preparation of the gift tax and inheritance tax return.

Our recommendation

When it comes to real estate, it makes sense in various situations to rely on the advice of professional consultants with experience in the real estate environment: from the purchase of a property, through its use and management, to the sale or handover, we are happy to support you. We are also at your side when it comes to taking ESG criteria (Environmental, Social, Governance) into account in order to ensure the sustainable management and long-term value of your properties.