Industries • Real Estate Development

Real estate development expertise

Specialized accounting, tax structuring, and advisory support for developers, investors, and property managers across all phases of the real estate lifecycle.

Cost segregation Accelerated depreciation studies to maximize cash flow
Entity structuring LLC, partnership, and fund structures for investors
1031 exchanges Tax deferral strategies for property reinvestment

Real estate industry challenges

We help you navigate the unique financial complexities of real estate development and investment.

Development phase accounting

Track pre-development costs, construction draws, interest capitalization, and job costs across multiple entities and funding sources.

Investor reporting & waterfalls

Partnership accounting, preferred returns, promote structures, and capital account management for multiple investor classes.

Tax compliance & structuring

Cost segregation, bonus depreciation, 1031 exchanges, and entity selection for tax efficiency across the investment lifecycle.

Lender & investor requirements

Construction draw packages, covenant compliance reporting, and financials that satisfy lenders and equity partners.

Real estate-focused services

Tailored accounting and advisory for every stage of real estate investment.

Development accounting

Project cost tracking, construction draws, interest capitalization, and job cost reporting for developers.

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Partnership accounting

Capital accounts, waterfall calculations, K-1 coordination, and investor reporting for syndications.

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Cost segregation

Depreciation studies to accelerate deductions, improve cash flow, and support audit-ready documentation.

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1031 exchange planning

Tax deferral strategies for property reinvestment, portfolio repositioning, and timeline compliance support.

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Property management support

Rent roll analysis, operating expense tracking, and owner-ready reporting for stabilized assets.

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Entity structuring

LLC, partnership, and fund structuring aligned to investors, lenders, and long-term operating plans.

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Why real estate firms choose us

Industry knowledge that goes beyond basic compliance.

Development experience Support for developers, syndicators, and investor groups across multiple project types.
Waterfall fluency Clear investor reporting with preferred returns, promotes, and capital account detail.
Tax-efficient strategies Proactive planning using cost segregation, 1031 exchanges, and entity optimization.
Lender-ready reporting Draw packages and financial statements built for construction lenders and equity partners.

Case study: Mixed-use developer

Client: $50M multifamily & retail developer Challenge: Investor reporting, tax efficiency

"They implemented partnership accounting, improved investor reporting across multiple projects, and identified tax strategies that strengthened our cash flow."

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