Strategic real estate advisory
At CLA, our real estate professionals deliver Impeccable Client Service™ through deep industry knowledge and proactive, personalized support across the investment life cycle. Our experience and forward-thinking mindset empower real estate owners, operators, developers, syndicators, fund managers, family offices and investors to stay ahead of market shifts with clarity and purpose.
We engage as strategic advisors – providing clear communication, proactive planning, and tailored outcomes that can deliver impact. Our investment in practical AI enhances our approach by streamlining operations, improving accuracy, and supporting faster, more informed decision making, freeing teams to focus on what matters most.
With close to 500 dedicated professionals, our real estate team offers granular, sector-specific insights that can help uncover opportunities and keep clients ahead of trends across all major asset classes. We’re committed to helping clients unlock value, mitigate risk, and achieve strategic goals, today and for generations to come.
With national scale and local insight, we bring consistency, collaboration, and care to every relationship. We adapt swiftly to change and respond with transparency and authenticity to create seamless experiences and build lasting trust.
From vision to value: A lifecycle approach
Investment and development
We support clients in evaluating market feasibility, structuring capital, and modeling financial outcomes. Our proactive tax strategies, including the One Big Beautiful Bill Act (OBBBA) — take full advantage of depreciation and improve cash flow. We guide clients through new geographies and asset classes with strategies built for long-term success.
Operational enhancement
We help improve net operating income and investor returns through advanced analytics, strategic tax planning, and operational streamlining. Our approach includes identifying cost-saving opportunities and implementing risk management frameworks that support sustainable profitability.
Transitions and legacy planning
We provide comprehensive support for property dispositions, partnership restructurings, and full business transitions. Our guidance covers Section 1031 and 1033 exchanges, Delaware Statutory Trust (DST) structures, UPREIT transactions, qualified opportunity zones, debt structure navigation, and estate and gift tax planning to achieve smooth, tax-efficient outcomes that preserve long-term value.
Services for real estate entities
We offer tailored approaches across finance, tax, operations, and strategy to provide support where you need it most.
- Accounting methods
- Audit, review, and compilation of financial statements
- Common Area Maintenance (CAM) and Common Interest Realty Association (CIRA) audits
- Compliance with National Council of Real Estate Investment Fiduciaries (NCREIF) standards and investment company (i.e., fair value) reporting requirements
- Cost certifications
- Employee benefit plans
- Forensic accounting and investigation
- Forensic auditing
- Internal controls review
- Lease accounting and revenue recognition guidance
- Personal financial statements
- Renewable energy and utilities
- Sustainability and ESG
- Commercial loan and property financing evaluation and credit risk analysis
- Consulting and outsourcing
- Cybersecurity
- Feasibility and market studies
- Entity selection and fund formation
- Fair value measurement for financial reporting
- Fund administration
- Litigation support
- Outsourced finance and accounting
- Risk management
- Talent solutions
- Technical accounting advisory
- Valuation
- Business succession planning
- Business tax planning and compliance
- Federal tax services, credits, and incentives
- Gift, estate, and charitable giving strategies
- Global
- Individual income tax return preparation and projections
- Partnership capital account maintenance
- Proactive, personal tax planning and strategies
- Section 163(j): Business Interest Deduction Limit
- Section 199A: Qualified Business Income Deduction
- State and local tax
- Passthrough-entity tax
- Personal property tax appeals
- Real property tax appeals
- Tax deferral strategies
- Acquisition and disposition of real estate
- Family office
- Insurance and risk management
- Private client tax and wealth advisory
- Private real estate investment fund consulting