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Industries

Real Estate

Real Estate

Our Real Estate Financial Services Group specializes in providing financial, tax, and accounting solutions to real estate owners, developers, managers, REITs, private equity funds, institutional investors, and other real-estate-related entities. Our expertise includes financial statement preparation, tax return preparation, tax consulting, accounting systems, construction accounting, partnership cash flow modeling, and transactional services.

The Real Estate Financial Services Group offers a wide range of financial, tax, and accounting services tailored to the meet the specific needs of the real estate industry.

Service Beyond the Bottom Line

Get an answer that moves you forward and goes beyond just the numbers.

Our services include:
Financial reporting
  • Monthly, quarterly, and annual reporting including preparation of investor financial statements and accompanying footnotes
  • Lender reporting and covenant compliance
  • Asset level reporting
Outsourced accounting
  • General ledger maintenance, invoice processing, and bank reconciliations
  • Establishment of chart of accounts
  • Accounting department development
  • Training and oversight of accounting personnel
  • Interim staffing requirements through CFO
  • Operating expense billing and analysis
Accounting services
  • Construction accounting and finance oversight
  • Job costing
  • Draw request preparation, review, and approval
  • Performance tracking vs. budget
  • Contract management
Waterfall/promote calculations
  • Reviewing operating agreement
  • Creating and maintaining waterfall/promote model based on parameters in operating agreement
  • Tracking partner contributions and distributions
  • Calculating allocation of projected capital proceeds to partners
Tax services
  • Federal and state tax return preparation
  • Consultation regarding acquisition and sale, 1031 exchanges, cost segregation, debt-financed distributions
Transactional services
  • Acquisition due diligence investigation and analytics
  • Strategic investment analysis
  • Lease consulting and abstracting
  • Cash flow modeling
  • Property and portfolio purchase and sale closings