Real Estate
Help maximize your return on investment by leveraging market conditions for increased profitability. CLA offers tailored solutions for all of the unique financial, tax, operational, and strategic needs of your real estate company.
Who we serve
- Real estate developers
- Real estate funds and investors
- Real estate lenders (alternative and traditional)
- Real estate owners and operators
- Related entities and industries
What’s on your mind?
- Assessing feasibility and capital requirements
- Raising capital through debt, equity, and government sources
- Fully capitalizing on tax credits and deductions
- Managing cash flow, leverage, and return on investment
- Maximizing operating efficiency while enhancing value
- Exploring new geographies and asset classes
A unique approach
We serve more than 5,200 real estate clients nationwide, with the goal of keeping you focused on growth, diversification, and wealth management. You’ll receive more than traditional accounting, assurance, and tax services — we offer deep technical knowledge through every step of the real estate life cycle.
In the acquisition and development phase, you’ll get our 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 manage your budget, and plan for the future.
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
- Bankruptcy services
- Debt workouts
- Enterprise risk management
- Forensic auditing
- Fraud misconduct and investigations
- Fund administration, finance, and accounting
- Human resources and search
- M&A advisory and investment banking
- Transaction support
- Operational reviews and benchmarking
- Outsourced accounting and CFO services
- Private client tax and wealth advisory
- Valuation
Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.
Recommended contacts
- Jill Bosco
- Managing Principal of Industry
- CLA Orlando
- Jason Cardinet
- Principal
- CLA Roseville
- Ben Darwin
- Principal
- CLA Phoenix
- Les Eiserman
- Managing Principal of Office
- CLA Orlando
- George Kotridis
- Principal
- CLA Philadelphia Plymouth Meeting
- Luke Pope
- Principal
- CLA St Louis
- Jack Rybicki
- Managing Principal of Industry
- CLA Tampa