Real Estate Industry

Whether it’s residential or commercial, real estate is one of the most lucrative markets in the world. It can also be one of the most volatile. Our real estate industry team includes experts with the right experience to assess risk, comply with regulatory requirements, and maximize your profitability.

Diverse Clientele

For more than six decades, we’ve worked with clients across a wide spectrum in the real estate industry, including:

• Commercial and residential property managers
• Commercial and residential real estate owners
• Commercial and residential real estate investors and trust companies
• Family-owned real estate entities
• Real estate brokers and agents
• Real estate developers
• Architects, contractors, and engineers
• Private equity funds

Real Estate Experience

When a city or region experiences an influx of people and businesses, the real estate market feels a huge impact. Though growth includes plenty of positives and brings great opportunity, it can sometimes result in a variety of new business challenges.

Our team of real estate industry experts provides services uniquely designed for each client. With the right tools available, our clients are equipped to take on a variety of everyday and complex operational, regulatory, technological, and financial matters.

We work with businesses of all sizes at every stage of the business life cycle — from start-up to sale. As trusted advisors, our mission is to work with clients to learn and understand their goals, then build the right framework to help achieve them.

Real Estate Assurance, Accounting, and Tax Services

Our core business since 1958 has been accounting, assurance, and tax services. But as our clients and their needs have changed, so have our service opportunities. That means we have the resources to support your business — including those in the real estate sector — now and in the future.

Assurance Services

Financial statement audits and reviews:

• Real estate properties and portfolios of properties, including equity investment funds
• Licensing, bonding, and lending requirements

Accounting Services

• Outsourced accounting and bookkeeping
• Accounting for leases and rental property
• Outsourced controller or CFO
• Accounting software selection, implementation, and training

Tax Planning and Compliance Services

• Cost segregation studies
• Tax credit cost certifications and related reporting: Energy efficiency credits, qualified opportunity zone, enterprise zone, federal and state historic preservation and rehabilitation, and low-income housing (including HUD, FHA, state programs)
• Operational agreements, waterfall provisions, unrelated business income, and foreign tax issues
• REIT, UPREIT, DownREIT, passive activity deductions and deferrals

Real Estate Consulting Services

• Contract cost compliance
• Review of lease agreements and negotiations
• Consultation regarding licensing
• Valuation of partnership interests
• Transaction assistance: REITS, IPOs, sales, and M&A
• Economic development assistance
• Business incentive negotiations
• Succession and exit planning
• Capital formation and assistance with financing
• Business valuations
• Forensic accounting and fraud investigation
• Network and cybersecurity assessments
• Managed IT services and technology consulting
• Wealth management
• Employee benefit plan audit
• Internal audit