Hospitality and Real Estate
Hotels, real estate developments, subdivided land projects and property portfolios concentrate significant wealth within corporate structures that often bring together partners, investors and family members.
Industry context
Disputes among the partners of a development, estate divisions, judicial reorganizations and sale transactions all call for the valuation of the assets and the companies that hold them, together with an examination of the accounts kept by their managers.
SGEx acts in this environment as a technical firm, engaged when the industry produces disputes, inquiries, reviews, losses, buyout claims, fraud, rendering-of-accounts matters or valuations that call for an independent examination.
Questions that arise in this industry
- Valuation of developments and special-purpose entities.
- Calculation of a withdrawing partner's interest in real estate and hospitality companies.
- Asset valuation in estate divisions and probate proceedings.
- Economic and financial analysis in judicial reorganization.
- Rendering of accounts by development managers.
How SGEx Approaches This
SGEx may examine: sGEx typically reviews the companies' financial statements, hotel management agreements, sales and receivables flows, valuation reports, development agreements and construction-cost records.
Every engagement begins by framing the technical question, continues with the organization of these sources, and ends with conclusions presented in the format the proceeding requires, with assumptions and limitations disclosed.
Possible Work and Deliverables
The format is defined according to the case, the proceeding and the purpose of the work.
- Balance-sheet determination
- Buyout valuation report
- Valuation report
- Review of a report
- Expert questions and clarifications
- Preliminary expert report
Other SGEx Solutions
Services, specialties, contexts and industries connected to this topic under SGEx's relationship matrix.
Related Services
- Business and Asset ValuationValuation of companies, ownership interests and assets for disputes, corporate transactions, succession matters and court proceedings.
- Accounting Expert ExaminationIndependent expert examination of accounting records, financial statements and calculations, prepared for judicial, arbitral and administrative proceedings.
- Economic and Financial Expert AnalysisAnalysis of values, cash flows, economic assumptions and financial models in disputes and decisions that turn on quantification.
- Court-Appointed Expert ExaminationsAccounting, economic and financial expert examinations conducted under court appointment, with a technical report and responses to clarifications.
- Forensic AccountingReconstruction and examination of accounting records and financial flows for evidentiary purposes, in contexts of suspected wrongdoing, conflict or inquiry.
- Banking Expert ServicesTechnical examination of contracts, statements and calculations in banking transactions, to determine charges, balances and amounts paid.
Related Specialties
- Corporate Matters, Buyout Claims and ValuationValuation of a withdrawing shareholder's interest, balance-sheet determination, goodwill, business valuation and corporate disputes.
- Judicial Reorganization, Bankruptcy and InsolvencyPreliminary expert examination, verification and challenge of claims, asset valuation, insolvency and liquidation.
- Wealth, Family and Succession MattersAsset determination and valuation, divorce settlements, probate and estate proceedings, ownership interests and asset tracing.
Related Areas of Practice
- Corporate and Shareholder DisputesDisputes among shareholders, partners and officers, corporate dissolutions, buyout claims and disagreements over financial results.
- Mergers and AcquisitionsPurchase, sale, merger and spin-off transactions, and the price and indemnity disputes that arise from them.
- Wealth, Family and Succession MattersDivorce settlements, probate proceedings and marital disputes that call for the determination, valuation and tracing of assets.
- Judicial Reorganization, Bankruptcy and InsolvencyJudicial reorganization, out-of-court reorganization and bankruptcy proceedings in which creditors, the debtor and the court all depend on reliable technical information.
- Civil and Contract DisputesNonperformance, termination, contract revision and civil liability claims in which the controversy turns on monetary values and calculations.
Related Industries
- Insurance and ReinsuranceClaims, loss adjustment, reinsurance treaties and disputes among insurers, policyholders and reinsurers.
- Construction, Engineering and InfrastructureConstruction works, engineering projects and infrastructure assets subject to cost, schedule and rebalancing claims.
- Cryptocurrency and Digital AssetsCustody, movement and recordkeeping of crypto-assets in investigations, disputes and asset-tracing engagements.
- Condominiums and Residential AssociationsCondominiums, gated communities and residents’ associations in account audits, accounts of property managers and disputes over works and cost sharing.
Request an Analysis
Describe the technical question, the context in which it arose, and the documents available. This information lets SGEx assess the scope of the work before any proposal.