The BE-12 Benchmark Survey of Foreign Direct Investment in the US

The BE-12 Benchmark Survey of Foreign Direct Investment in the US

We have an important reminder for foreign investors in US real estate: The Bureau of Economic Analysis (BEA) BE-12 Benchmark Survey must be filed by May 31, 2018.

All US affiliates in which foreign entities hold voting ownership interest (or the equivalent) of 10 percent or more must file this document. Note that foreign ownership of US real estate is considered a US affiliate. Those who’d usually file a BE-15 annual survey should instead submit the BE-12 Benchmark Survey for the 2017 fiscal year.  However, residential real estate held exclusively for personal use and not for profit making purposes is not subject to the reporting requirements.

Also, keep in mind that the BEA doesn’t necessarily get in touch with you if you’re required to complete the survey. Failure to file may result in civil penalties ranging from $2,500 to $25,000. All survey responses are kept confidential under federal law.

About the BEA and BE-12 Benchmark Survey

Operating under the US Department of Commerce, the BEA compiles key economic statistics to measure the country’s economic performance.

The BE-12 Benchmark Survey, conducted every five years, collects financial data from US affiliates of foreign multinational enterprises and foreign direct investment in the US. The resulting information about the scope and effects of foreign-owned business activity in the country assists business leaders in making hiring and investment decisions. US lawmakers, various federal agencies, policymakers, researchers, and other groups depend on this data as well.

Find more information about the BE-12 Benchmark Survey here on the BEA website.

Tax help for foreign investors in U.S. real estate

Get in touch today for expert assistance with taxes and real estate investment.


We're a well-established tax and accounting, mortgage, and financial advisory firm operating since 2000. We serve our clients from three Central Florida locations. Our expertise extends to both domestic and international concerns when it comes to investing and doing business in Florida and beyond.

Blog Categories

Sign up now!

Subscribe to our monthly digital magazine for the latest content delivered straight to your inbox.

  • Please Choose
  • This field is for validation purposes and should be left unchanged.

Telephone +1 (863) 968-1010
Facsimile +1 (863) 968-1020
Auburndale Office
Harding Bell International, Inc.
113 Pontotoc Plaza
Auburndale, FL 33823-3439
Kissimmee Office
Harding Bell International, Inc.
8687 West Irlo Bronson Memorial Hwy, Ste 206
Kissimmee, FL 34747
Lakeland Office
Harding Bell International, Inc.
114 Palmola Street
Lakeland, FL 33803
Lake Wales Office
Harding Bell International, Inc.
29 State Road 60 West
Lake Wales, FL 33853
Longwood Office
Harding Bell International, Inc.
710 Miami Springs Dr Ste 100
Longwood, FL 32779

Orlando Web Design by CREATE180 Design