Real Estate & Construction

See the Tax and Cash ConsequencesBefore the Deal Closes

Property-level accounting, portfolio reporting, entity planning, and proactive tax strategy across the real estate life cycle.

Tell Us About Your Situation

Industry Challenges

The Property, Entity, and Portfolio Stay Connected

Real estate decisions move through multiple entities, debt structures, owners, and tax rules. The records need to support both the monthly operating view and the eventual transaction. Contractors and skilled trades carry a different set of problems, covered on the construction and trades page.

Property and Entity Reporting

Keep each property, entity, loan, owner contribution, and distribution visible without losing the portfolio view.

Basis and Capital Accounts

Maintain the records needed to understand partner economics, distributions, refinancing, and eventual disposition.

Acquisition and Disposition Planning

Model tax and cash consequences before a purchase, refinance, sale, or exchange becomes irreversible.

Development and Construction Draws

Projects under construction need cost tracking, draw schedules, capitalized interest, and a clean handoff to operating reporting.

Cash and Portfolio Decisions

Separate operating performance from financing and one-time activity so ownership can compare properties clearly.

Portfolio

Property by Property

Our Approach

One View Before and After the Deal

Primary Service

Outsourced Controller & CFO Services

Monthly reporting shows what the property is doing now. Controller-level support keeps it dependable:

Property-level and entity-level reporting that rolls up to a portfolio view
Monthly close covering debt service, escrow, capital projects, and intercompany activity
Percentage-of-completion and WIP reporting for development and construction work
Capital account, contribution, and distribution tracking across entities
Cash forecasting for draws, debt service, capital improvements, and distributions
Lender and investor reporting packages built from the same underlying numbers

Tax Strategy

Tax Strategy for Real Estate

Tax planning shows what a proposed transaction changes, using the same underlying information:

Cost segregation planning and depreciation timing, including bonus depreciation
1031 exchange modeling and coordination with the qualified intermediary
Entity structure and ownership planning across properties and investors
Repair versus capitalization treatment under the tangible property rules
Passive activity rules, real estate professional status, and grouping elections
Installment sale and disposition modeling before the deal is signed

FAQ

Common Questions

Yes. The scope depends on the entity structure, property count, development activity, ownership complexity, and the level of reporting or tax planning required.

Yes. The chart of accounts and reporting structure can preserve property and entity detail while producing useful portfolio-level information. Ownership sees each asset and the whole position from the same set of books.

We help determine whether cost segregation fits the facts and coordinate the tax treatment and reporting. An engineering-based specialist may perform the study itself.

We can model the tax impact and coordinate the accounting and return work. A qualified intermediary and legal counsel handle the parts of the exchange that require their roles.

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Bring the Next Real Estate Decision

We will tell you whether the issue calls for accounting cleanup, portfolio reporting, transaction modeling, or proactive tax strategy.

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