Guidance for the entire real estate lifecycle
Whether it’s access to capital, improving overall value of your property, or anything in between, real estate companies have distinct needs. We offer tailored approaches across finance, tax, operations, and strategy to provide support where you need it most.
We’re committed to addressing what matters most to you:
- Assessing feasibility and capital requirements
- Raising capital through debt, equity, and government sources
- Fully capitalizing on tax credits and deductions
- Monitoring cash flow, leverage, and return on investment
- Increasing operating efficiency while enhancing value
- Exploring new geographies and asset classes
We assist a variety of client types:
- Real estate developers
- Real estate investors and funds
- Real estate lenders (alternative and traditional)
- Real estate owners and operators
- Real estate investment trusts (REITs)
- Related entities and industries
Experience our client-focused approach
We serve more than 5,200 real estate clients nationwide, with the goal of keeping you focused on growth, diversification, and wealth management. When you work with our team, you receive more than traditional accounting, assurance, and tax services — we offer deep technical knowledge during every step of the real estate lifecycle.
In the acquisition and development phase, we provide insight on feasibility, investment potential, capital structure, budgeting, and pre-development tax planning. During operations, we can help you improve net operation income and investor returns, take advantage of tax benefits, strategically oversee your budget, and plan for the future. No matter where you are in the transaction, we stand ready to lend an experienced hand.
Services for real estate entities
Industry-specific services
- Accounting methods
- Capital markets (private placement agent)
- Feasibility and market studies
- Financial projections, budgets, and pro-formas
- Internal controls review
- Internal rate of return (IRR) modeling
- Pre-development ownership and waterfall analysis
- Purchase price allocations
- Risk management
- Renewable energy tax credits and incentives
- Technology consulting and outsourcing
Audit and tax services
- Audit, review, and compilation of financial statements
- Business tax planning and compliance
- Common Area Maintenance (CAM) and Common Interest Realty Association (CIRA) audits
- Cost certifications
- Cost segregation studies
- Employee benefit plans
- Federal tax strategies, credits, and incentives:
- Energy tax credits and incentives (including the energy efficient building deduction for commercial and government buildings)
- Financial modeling for tax credit projects
- Fixed asset study
- Historic Rehabilitation Tax Credit
- HUD audits and compliance
- Industry-specific tax methods
- New Markets Tax Credit
- Opportunity Zones
- Research and development credit
- Section 1031 like-kind exchanges and Delaware Statutory Trusts (DSTs)
- Work Opportunity Tax Credit (WOTC)
- Evaluation of changes in tax regulations and impact on planning strategies
Consulting services
- Affordable Care Act (ACA) reporting and compliance
- Debt workouts
- Enterprise risk management
- Forensic accounting and fraud investigation
- Forensic auditing
- Fund administration, finance, and accounting
- M&A advisory and investment banking
- Transaction support
- Operational reviews and benchmarking
- Outsourced finance and accounting
- Talent solutions
- Valuation
- Wealth advisory