Case Study: Leading Real Estate Development and Management Company achieves enhanced historic tax credit services with Marcum LLP

A Marcum LLP Case Study

Preview of the Leading Real Estate Development and Management Company change Case Study

Marcum Outshines One of the Nation’s Largest Providers of Historic Tax Credit Work

Leading Real Estate Development and Management Company, a Philadelphia-based real estate development, investment, and management firm, needed a better option for highly specialized commercial real estate historic tax credit (HTC) services. After becoming unhappy with the service from one of the nation’s largest HTC providers, the company turned to Marcum LLP to see if it could deliver the same technical expertise at a competitive price, along with a higher level of service.

Marcum LLP provided the HTC services and worked to ensure a smooth, seamless process aligned with the client’s investor goals. The engagement was successful, with the customer pleased with the outcome, continuing to award Marcum LLP additional HTC work, and recommending Marcum LLP and its HTC team to other real estate developers.


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