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Financial Markets and Real Estate 

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Financial Markets and Real Estate at PwC

From valuation to tax and financial modeling, PwC's Financial Markets and Real Estate team brings specialized expertise and a data-driven approach to help build market confidence.

Global markets move fast. Staying ahead means tackling complex financial and real asset challenges before they become obstacles. Today’s market themes include financial disruption, inflation, fracturing globalization and growing investor demand for robust sustainability actions. Stay ahead by strategically managing financial products and real estate across their lifecycle — turning challenges into opportunities for growth.

Diverse issues require an advisor with a pulse on the market and a broad perspective on business — a collaborator with extensive expertise in valuation analysis, financial modeling and tax strategies while preparing for future ways of working.  Opportunities don’t wait — neither should you. We help you move faster with bold insights and informed decisions to deliver trusted results. 

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“46% of CFOs say forecasting accurately is a significant challenge to achieving their priorities.”

PwC's 2024 Pulse Survey

Diverse solutions for dynamic businesses

At PwC, we believe exposure - whether financial or real estate - should be understood as a business issue, not just another investment. Backed by the industry's broadest financial markets and real estate expertise, our credentialed specialists help you navigate everything from securitizations and market advisory to geospatial analysis for location strategies. Combining our multidisciplinary skill set, sophisticated technologies and firm grasp on how complex financial products and real estate actually work, we collaborate across sectors to turn data into insights — empowering confident, informed decisions.

With deep industry expertise, we help clients navigate business challenges tied to financial instruments and real estate. From investment accounting and tax transformation to financial products tax and real estate advisory, we deliver strategic solutions and trusted outcomes. Our team also collaborates across platforms to support system implementations, treasury transformation and risk and regulatory management — helping businesses stay ahead in a dynamic market.

Real Estate Strategy and TransformationLearn more about Investor Survey

We deliver valuation and financial reporting advisory services to audit and non-audit clients holding or issuing financial and real estate products — including securitized products, private credit, loans, private equity and derivatives. Leveraging deep industry expertise and technology-driven solutions, we help clients navigate complexity, enhance transparency and move forward with clarity.

Valuation ServicesLearn more about Valuation Insights

We provide consulting and non-audit attest services for credit deals, real estate transactions and securitizations. Our services include accounting and tax analysis, due diligence (financial, operational and commercial), modeling and reverse engineering and assessing asset, credit and performance data.


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Daniel Sullivan

Daniel Sullivan

Financial Markets & Real Estate and Risk Modeling Solutions Practice Leader, PwC US

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