Together we’ll create opportunities

Our goal is to help you with a variety of property-related needs, from improving your operations to meeting investor and tenant expectations. No matter what step of the real estate ownership process you’re in, we can help you prepare for what’s next.

We’re committed to addressing what matters most to you:

• Improving net operating income (NOI) and investor returns
• Utilizing available tax benefits (e.g., repairs, landscaping, HVAC system upgrades)
• Managing the budget, managing expenses, and maximizing cash flow
• Taking advantage of tax reform benefits (e.g., Opportunity Zones)
• Refinancing and accessing property equity
• Planning for new tenants and property upgrades/repurpose
• Transaction support (i.e., 1031 like-kind exchange, Delaware statutory trust)
• Structuring lease and rent arrangements 

Experience our client-focused approach

Whether you own or operate a residential multi-family complex (including affordable housing or senior living facilities), affordable housing complex, hotel, industrial warehouse, or other commercial real estate property, we can provide timely deliverables on a budget that works for you. Our real estate industry team of CPAs, consultants, and wealth advisors serve more than 5,200 clients nationwide in all phases of the real estate investment lifecycle. From accessing and raising capital for a new asset opportunity, to helping you sell your property for the greatest value, we can help you move forward faster.

Services for owners and operators of real estate

Audit, accounting, and assurance

• Asset-based accounting
• Audit, review, and compilation of financial statements
• Common Area Maintenance (CAM) and Common Interest Realty Association (CIRA) audits
• Credits and Incentives
• Employee benefit plans
• Property management accounting and implementation of new standards (e.g., lease accounting and revenue recognition)

Consulting

• CAM allocations
• Cost certifications
• Feasibility studies
• Fund structuring, administration, and consulting, including waterfall compliance and calculations
• Litigation support

Tax

• Cost segregation studies
• Federal tax strategies, credits, and incentives (Opportunity Zones, Energy Efficient Home Credit, Energy Efficient Commercial Building Deduction, low-income housing, R&D, New Markets Tax Credit, Historic Rehabilitation Tax Credit)
• Qualified business income planning (Section 199A)
• Repairs and maintenance studies
• Section 1031 like-kind exchanges and Delaware statutory trusts (DSTs)
• State and local tax (including sales, use, and income tax)
• Tangible property review
• Tax planning and preparation services (e.g., Partnerships, S-corporations, and REITs)

Wealth advisory

• Acquisition and disposition of real estate
• Capital markets (private placement agent)
• Private real estate investment fund consulting