Real Estate

Real Estate Advisory & CPA Services for Developers and Investors

Advisors and CPAs serving developers and real estate investors navigating property acquisitions, dispositions, complex capital events, and long-term growth.

We work with developers and real estate investors managing multi-entity structures, recurring transactions, and evolving market conditions. Our team provides tax, audit, assurance, and advisory services to help clients make confident decisions across the full lifecycle of property acquisitions and dispositions, including specialized strategies such as cost segregation studies, real estate tax planning, and identifying opportunities for R&D tax credits.

Challenges We Help Solve

Structuring deals to optimize returns while preserving flexibility

Implementing proactive real estate tax planning to ensure every deal is built for maximum efficiency and cash flow.

Managing recurring acquisitions, dispositions, and reinvestments

Streamlining the financial process for frequent property acquisitions and portfolio turnover.

Maintaining confidence with investors, lenders, and stakeholders

Providing the specialized reporting and transparency required by real estate investors and high-stakes lenders.

Navigating entity complexity as portfolios grow

Expertly managing multi-entity structures to provide clarity and oversight across diverse holdings.

Planning ahead for exit, transition, or reinvestment

Navigating the complexities of dispositions and major capital events to preserve wealth during transitions.

How We Work With You

Our real estate team supports developers and real estate investors from planning through execution, reporting, and transition. By working as an integrated team across disciplines, we help reduce friction during property acquisitions and dispositions, improve visibility across multi-entity structures, and support better long-term outcomes — not just individual transactions.

DOWNLOADABLE BROCHURE

REAL ESTATE OVERVIEW

Who We’re Built For

Developers with multiple active projects

Investor groups with recurring property acquisitions

Owners managing complex multi-entity structures

Family offices focused on long-term value

Real estate organizations preparing for growth or transition

FAQ

Frequently Asked Questions

We compiled a list of answers to address your most processing questions regarding our Services.

Who can claim the 179D deduction?

Either the owner or the designer of a commercial building can claim the deduction. If the building owner pays federal income tax, it may deduct its own 179D deduction. If the building owner is a federal, state, or local government, or is a tax exempt entity, the building owner may allocate the deduction to designer of the building or its systems.

The One Big Beautiful Bill Act sunsets the availability of 179D deductions for any construction that starts after June 30, 2026. Building owners should keep this date in mind when planning the timing of near-term capital improvements since 179D often provides a sizeable benefit.

You still qualify for a 179D deduction. The Inflation Reduction Act included incentives to increase the 179D deduction benefit for building owners who: 1) paid prevailing wages to construct or renovate the building; and 2) employed a set minimum number of apprentices during the construction.

We do the energy modeling for you to determine the level of energy efficiency as part of our standard consulting process.

No. Renovations and additions to buildings qualify for the 179D Deduction as well.

Explore If We’re a Fit

Start a conversation with a Real Estate advisor about your project, portfolio, or growth plans