Industry — Real Estate
Built for commercial operators, multifamily sponsors, rental portfolios, land investors, and syndication GPs who need their numbers to hold up to lenders, LPs, and the IRS.
About the industry
Real estate doesn't fail on the underwriting model. It fails on the tax structure that gets stapled on after closing, the cost segregation study that never happened, the 1031 that got blown by a 45-day calendar, and the K-1s that go out in September with a quiet apology.
We work with commercial real estate investors, multifamily sponsors, build-to-rent operators, single-family rental portfolios, land and development plays, mobile home and self-storage owners, short-term rental operators, and real estate syndications running 506(b)/(c) funds.
From entity stack design and partnership waterfalls to cost segregation, bonus depreciation, REPS qualification, opportunity zones, and clean investor reporting — we run the back office big institutional sponsors expect, at the price independent operators can actually afford.
What we deliver
Built for commercial operators, multifamily sponsors, rental portfolios, land investors, and syndication GPs who need their numbers to hold up to lenders, LPs, and the IRS.
Full-stack accounting for 506(b)/(c) syndications, real estate funds, and joint ventures: investor capital tracking, preferred return accruals, waterfall calculations, capital call and distribution workflows, and audit-ready books that survive LP and lender diligence.
Engineering-backed cost segregation studies on commercial, multifamily, self-storage, and short-term rental properties — paired with bonus depreciation, §179, and partial asset dispositions to drop effective tax rates and free up cash for the next acquisition.
Like-kind exchange planning with bulletproof 45/180-day timing, reverse and improvement exchanges, DST evaluations, and entity stack design across LLCs, LPs, S-corps, and Wyoming/Delaware holding structures that protect assets without breaking pass-through treatment.
Real Estate Professional Status qualification, material participation documentation, short-term rental loophole positioning, opportunity zone deferrals, and integration with estate, trust, and family office planning for high-net-worth principals.
Composite and withholding returns across multi-state portfolios, property-level P&Ls tied back to asset management software (AppFolio, Yardi, Buildium, Stessa), straight-line rent and ASC 842 treatment, and lender packages that close on time.
Quarterly investor letters, GP-grade financial packages, K-1s issued on a real timeline (not in September), waterfall true-ups, and the kind of transparency that turns one-off LPs into repeat capital.
Stop overpaying. Start strategizing.
