Real Estate

Investing in, developing, and operating commercial or residential real estate offers attractive opportunities to build long-term wealth.
Real Estate Industry
Our Approach

Understand the Objectives and Motivations

We believe that business is personal, which is why we take a year-round approach to working with our clients. We take the time to understand the objectives and motivations of everyone involved in the real estate venture so that we can provide the best guidance to achieve long-term growth of the real estate assets and optimal returns for investors.

What We Do

Maximize Efficiency to Build Your Business

Our experienced team of CPAs and former CFOs helps real estate professionals and construction companies find the smartest audit, tax, consulting and technology solutions to their operational and strategic needs. We help organizations of all sizes maximize their efficiency and build their business.
Consumer Business Audit
Leverage reports to access new revenue streams, remove compliance risk and reach growth goals
Marketing Services Digital Serives
Investments in digital transformation keep your business on pace and beyond
Outsourcing Services
Solve daily challenges faced by your finance and HR teams
Technology Risk Assurance
Gain control over regulatory compliance requirements, data risk mitigation and internal controls
Strategy Recommend
Prepare for future growth as your business evolves and complexity increases
Consumer Business Tax Accounting
Minimize tax exposure by gaining both a clear vision of where to go and how to get there

Operational Expertise

We help you streamline your operations and prepare for future growth. With experience across a wide range of real estate niches, our strategy assessment team can analyze your current situation quickly and guide you in developing a roadmap to hit your strategic goals.

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Cloud Technology

Whether you’re using legacy systems or industry-specific technology such as Yardi, Timberline and RealPage, we help ensure that your systems work together cohesively, so you can focus on your business. From evaluation and technology implementation to integration and support, we offer best-of-breed cloud solutions for:

  • Core accounting and general ledger
  • Financial planning and analysis
  • AP and AR automation
  • Custom and pre-packaged systems integrations
  • Reporting and business intelligence
  • Financial close automation

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Key Advisory Services

Changing regulations and market conditions can significantly impact your success. We help you maintain compliance, mitigate risk and stay focused on growing your business. Our advisory services include:

  • Outsourced finance, accounting and HR services
  • Equity management
  • Valuations
  • Audit preparation
  • Lease accounting (ASC 842) compliance
  • Revenue Recognition (ASC 606) compliance
  • Due diligence and M&A consulting
  • Cybersecurity and risk mitigation

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Real Estate Environmental, Social and Governance (ESG) Scorecard
ESG Scorecard
Assess Your ESG Strategy
Are you ready to assess your real estate company’s ESG strategy? Click on the button below to download an industry-specific scorecard to identify the ROI and KPIs for the UN’s Sustainable Development Goals (SDGs) applicable to real estate organizations.
Related Industries
Real Estate
Our real estate experts can add further insight into correlated industries and related firm services.
Real Estate Industry Experts
Robert Tuvell - Partner, Audit - San Jose CA | Armanino
Robert has more than nine years of Big Four public accounting audit experience, and over 8 years of private experience.

San Jose, CA
Dave Hirsch - Partner, Tax - Irvine CA | Armanino
Dave has more than 30 years of broad-based experience in the taxation of real estate.

Irvine, CA
Jason Gilbert - Partner, Audit - San Ramon CA | Armanino
Jason co-leads the Real Estate Investment Fund practice, he has specialized in the real estate investing sector.

San Ramon, CA
Real Estate News & Insights
Which Is Right for You? In-House Fund Administration or a Third-Party Provider?
Is outsourcing your fund administration the right move to enhance efficiency, compliance and investor trust? It depends.

June 26, 2024
Considerations When Donating Appreciated Property to Charity
Learn how to navigate the stringent rules for claiming deductions on charitable gifts of appreciated property.

August 16, 2023
Blog articles
Wraparound mortgages present various benefits and risks to property sellers and buyers.

August 16, 2023
Need to Talk?

We're Here for You

If you have any questions or just want to reach out to one of our experts, use the form and we'll get back to you promptly.