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Real Estate Transactional & Investment Disputes

Expert Witness Services offers expert analysis in disputes arising from real estate transactions and investment activity, across all property types and deal sizes. Our work spans everything from individual ownership and small investor matters to large-scale commercial developments, institutional portfolios, and complex partnership structures.

We provide in-depth expertise in cases involving breach of contract, fraud, and negligent misrepresentation. Our analysis covers all stages of the deal process, including disclosures, due diligence, transaction structuring, and post-closing performance. We are frequently engaged to evaluate the accuracy of property valuations, the adequacy of financial disclosures, the reasonableness of compensation structures, and the economic viability of proposed ventures. We also provide opinions on fiduciary duties and conduct within real estate partnerships and trusts.

Specific Areas of Expertise


Property Valuation

We evaluate the accuracy and methodology of valuations used in transactions, financing, and investments. This includes review of market comparables, appraisal standards, and the underlying financial assumptions.

Financial Disclosures

We assess whether financial information, including income, expenses, debt obligations, and property performance, was properly disclosed and whether any omissions were material to the transaction.

Due Dilignece Practices

We analyze the diligence conducted prior to acquisition or investment, including review of leases, title, financial underwriting, and physical inspections, to determine whether standard industry practices were followed.

Selected Sample Cases:


Michael Palumbo v. JW Capital, LLC et al

Retained by: Defendant and Cross-complainant
Counsel: Merino Yebri, LLP

Retained to evaluate claims and related economic damages associated with a high-profile single-family residential project in Los Angeles, California. Testified at jury trial.


Caruso Affiliated Holdings v. General Growth Properties, Inc., et al

Retained by: Plaintiffs
Counsel: Irell & Manella, LLP; Quinn Emanuel

Plaintiff sued for fraud, malice, and oppression related to the tortious interference with a large-scale retail shopping center development. Engaged in punitive damages phase of the case to evaluate defendant’s financial condition and related SEC filings and disclosures.


Steven Hudson v. Sotheby’s et al

Retained by: Plaintiffs
Counsel: Allen, Matkins, Leck, Gamble, & Mallory LLP

Plaintiff filed claims for breach of contract, negligent misrepresentation, fraud, and related damages arising from alleged failure to disclose material facts related to plaintiff’s purchase of single-family residence. Provided assistance in compilation of discovery assessing and evaluating damage claims.


Robert Feduniak and Maureen Feduniak v. Old Republic National Title Insurance Company

Retained by: Defendant
Counsel: Hennelly & Grossfeld LLP

Retained to assess and evaluate damages claimed by Plaintiff in connection with open space easement encumbering certain real property owned by Plaintiffs. Prepared report, testified at deposition and bench trial.


AHS Residential, LLC v. Assembly Atlanta, LLC

Retained by: Defendants
Counsel: Jones Day

Retained to analyze and assess economic damages allegedly suffered by Plaintiff in connection with the potential development of a multifamily apartment community in Doraville, Georgia. Prepared report and testified at deposition.

see full case history

Expert Witness Services is often retained early in the litigation process to help shape strategy, guide discovery, and assess damages, with a focus on optimizing outcomes and helping cases reach resolution more efficiently and quickly.

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