Commercial Real Estate

DMA provides expert advisory and planning services for commercial real estate taxes, helping clients navigate complex tax regulations, optimize liabilities, and maximize available incentives. Our strategic approach ensures compliance while uncovering opportunities for cost savings and long-term financial efficiency.

Property Tax

For owners and managers of large CRE portfolios, property tax is one of the most significant operating expenses—yet many assets are over-assessed or misclassified, leading to inflated tax burdens. DMA specializes in portfolio-wide property tax strategy, ensuring that each property is fairly assessed and tax savings are maximized across jurisdictions.

Our Assessment Review & Appeal service delivers an over 90% success rate in property tax appeals, proven savings for multi-property portfolios, and industry-leading expertise in large-scale portfolio management.

DMA also provides comprehensive Portfolio Management & Administration service, acting an extension of a client’s property tax department. Our centralized, US-based team handles everything from tax bill receipt and assessment reviews to appeal coordination, compliance management, audit support, and bill payment.

By proactively managing assessments and tax obligations, DMA enables REITs, investment firms, and commercial property owners to reduce costs, streamline compliance, and maintain full visibility into their tax liabilities, ensuring they never miss an opportunity for savings.

Site Selection

Strategic site selection can reduce long-term tax burdens and improve profitability. DMA helps CRE investors and developers:

• Identify tax-friendly jurisdictions with favorable assessment practices
• Leverage location-based incentives like enterprise zones and job creation credits
• Secure negotiations with state & local governments for property tax benefits
• Assess the total tax impact before development, relocation, or expansion

Credits and Incentives Procurement

Many commercial properties qualify for tax abatements, exemptions, and redevelopment incentives that significantly reduce operating costs. DMA helps clients:

• Identify and secure tax savings opportunities at the state and local levels
• Ensure compliance with incentive agreements to maximize long-term benefits
• Optimize tax planning by integrating incentives into a broader portfolio strategy

State Income & Franchise Tax

Through our alliance with GTM, state income and franchise tax advisory experts help commercial real estate companies reduce tax exposure, uncover savings, and maintain compliance through tailored strategies such as tax recovery, nexus studies, and minimization. We also identify available credits, incentives, and cost-saving opportunities to strengthen your financial position and improve cash flow.

Property Tax

CRE portfolio managers face frequent audits and reassessments, which can introduce unexpected tax liabilities if not handled effectively. DMA’s Audit Management service helps clients navigate audits efficiently, ensure assessors have accurate property data to prevent overassessment, and advocate for fair valuations, reducing long-term tax exposure.

DMA can also perform historical property tax reviews to identify and recover past overpayments caused by errors in assessed valuations, misapplied appraisal methodologies, and inaccurate property data.

Unclaimed Property Asset Recovery

Our unclaimed property team recovers unclaimed assets, such as outstanding lease payments, uncashed tenant refunds, and tax overpayments, from over 400 government entities. With a proven track record of reclaiming millions in dormant assets, we deliver significant financial returns to enhance cash flow and improve financial stability.

Property Tax

Managing compliance across a large CRE portfolio requires centralized tracking, automated reporting, and proactive tax oversight. DMA’s Property Tax Compliance service provides accurate return preparation and filing across jurisdictions, comprehensive assessment tracking to prevent missed deadlines, and portfolio-wide compliance solutions for multi-property owners.

DMA enables CRE firms to streamline tax compliance and eliminate administrative burdens, allowing finance and asset management teams to focus on portfolio growth.

Transaction Tax

Our Transaction Tax Compliance service offers a complete solution for preparing and filing transaction tax returns. With a US-based, centralized compliance center and a team of jurisdiction-specific experts, we ensure accurate, timely filings while acting as a seamless extension of your tax department.

State Income & Franchise Tax

Through our alliance with GTM, state income and franchise tax compliance services simplify state tax obligations for commercial real estate companies. From tax filing and nexus studies to voluntary disclosures, we help reduce tax liabilities and ensure compliance—allowing your team to focus on property development and investment growth.

Unclaimed Property

Our Unclaimed Property Compliance service simplifies the complex reporting process for commercial real estate companies. We manage the entire process—from customized compliance calendars to handling state notices—ensuring accurate reporting and timely remittance. Partnering with us reduces the risk of audits, penalties, and reputational damage while ensuring full compliance with unclaimed property regulations.