Let’s bring your project to life
Whether you need help accessing capital or navigating the complex world of real estate taxation, our team can help. We provide the full spectrum of professional services you need to move forward.
We’re committed to addressing what matters most to you:
- Accessing and raising capital
- Building and structuring real estate investment funds
- Taking advantage of tax reform benefits (e.g., Opportunity Zones)
- Tax planning using pass through entity structure
- Transforming real estate to make it as attractive as possible
- Compensating the operator of the fund
- Planning for my exit and retirement
Experience our client-focused approach
We can connect developers and investors because we know the real estate industry inside and out. In addition, we can leverage our valuable wealth advisory resources. Of course, our starting point is listening closely to gain a deep understanding of you and your business. Then we combine our knowledge with yours and assemble a committed team of professionals to bring your project to life.
Our team has significant experience helping people just like you: we work with real estate owners, developers, investors, fund managers, and lenders on projects that range from affordable housing to subdivisions and hotels. Serving more than 5,200 clients across the real estate industry nationwide, we offer a traditional accounting, tax, reporting, and compliance perspective, as well as industry-specific real estate services. You’ll find everything you need in one firm, and wherever you are in your planning process, we can help.
Services for real estate developers
Audit, accounting, and assurance
- Audit, review, and compilation of financial statements
- Asset-based accounting
- Credits and incentives
- Employee benefit plans
Consulting
- Common Area Maintenance (CAM) and Common Interest Realty Association (CIRA) audits
- Cost certifications
- Feasibility studies
- Fund structuring, administration, and consulting, including waterfall compliance and calculations
- Litigation support
- Opportunity Zone fund formation, tax planning, and investing
Tax
- Business tax planning and compliance
- Partnerships, S-corporations, and REITs
- Cost segregation studies
- Federal tax strategies, credits, and incentives (Opportunity Zones, low-income housing, R&D, New Markets Tax Credit, Historic Rehabilitation Tax Credit)
- Section 1031 like-kind exchanges
- State and local tax
Wealth advisory
- Acquisition and disposition of real estate
- Capital markets (private placement agent)
- Family office
- Private real estate investment fund consulting