Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
FINRA filed SR-FINRA-2014-006 with the SEC to amend provisions addressing per share estimated valuations for unlisted REITs. The rule post amendment (NASD Rule 2340 - Customer Account Statements) was approved by the SEC on October 10, 2014.
Salient rule changes that will affect disclosure and practice are as follows:
As the world’s largest premier valuation firm, Duff & Phelps has the objectivity and expertise necessary to ensure transparency. We have also completed these particular kinds of valuations for non-traded REITs and understand the process. Please contact us for further clarity or to discuss your firm’s particular needs.