Real estate success takes more than closing deals. It takes the right strategy, structure and technology to protect value as markets change.
Whether you develop, own or invest in real estate, you're navigating rising costs, tighter capital markets and evolving tax rules, from bonus depreciation and 1031 exchanges to Delaware Statutory Trusts (DSTs) and opportunity zones.
At the same time, you’re under pressure to do more with your data. You know AI and automation can save time and reduce manual work, but disconnected systems and inconsistent reporting can make it difficult to know where to begin.
Here’s what we see real estate leaders face every day:
We've worked alongside developers, owners and investors long enough to know what you're up against, and we've built the expertise to help you handle it. Here’s what sets us apart:
Proof in Numbers
Real estate leaders turn to us for help navigating complex tax structures, modernizing operations and building a stronger foundation for growth. By bringing together tax, audit, outsourcing and technology under one roof, we help you solve problems faster and create lasting value. Here's how we've helped clients like you achieve real results:
Whether you’re developing, owning, operating or investing in real estate, we help you move from where you are today to where you want to be, with better margins, cleaner data and less complexity.
Real estate development is high-risk, high reward. Every stage of the cycle comes with its own issues. We help you manage complex equity waterfall structures and structure your investment so it's taxed at capital gains rates instead of ordinary income, drawing on deep experience with the dealer vs. investor case law that shapes those outcomes.
Our audits give investors and lenders confidence in the security of their capital. Our tax team has extensive experience deferring gain through 1031 and 721 exchanges, DSTs and opportunity zone funds, along with the K-1 reporting investors expect.
As your projects grow, we help modernize the systems and data behind your operations, improving visibility into project performance, investor reporting and fund performance while laying the groundwork for automation and AI. Whether you're planning your next deal or scaling a national pipeline, we're involved from the ground up to help you build a plan to achieve your goals.
Long-term growth of your real estate portfolio takes a thoughtful approach, especially as operating costs keep climbing. Drawing on decades of experience, we're by your side from acquisition through sale or transfer, helping protect and grow what you’ve built.
On the tax side, we help you maximize property value and minimize income taxes, from entity structuring through a 1031 exchange, bonus depreciation and opportunity zone benefits. We integrate estate planning into your strategy through trusts and family limited partnerships. When it's time to bring in outside capital, our real estate audits and financial reporting give lenders and investors confidence in your financials.
As your portfolio grows, we help you bring your operations current, recommending the right technology and outsourced support to keep things running smoothly, so you can focus on growing what you've built.
Real estate investment vehicles require careful management, from tracking complex equity structures to timely K-1 distributions and profit allocations. Meeting investor expectations while maintaining accuracy and compliance takes significant time and effort.
We bring specialized expertise in DSTs, 721 exchanges, REIT roll-ups, private syndicated funds and opportunity zone funds, helping you defer capital gains and stage liquidity as you move from a single asset to a diversified portfolio. Our tax team navigates debt-financed distributions, step-up in basis and international tax matters related to foreign investment. Our audits give institutional investors and lenders confidence in your fund's financial statements.
Our consulting spans operating agreements, investor communications and the systems to track returns across multiple capital raises, so you can grow assets under management without growing risk.
Architecture, engineering and contractors (AEC) firms face a unique set of challenges, from managing complex projects and controlling costs to modernizing legacy systems and improving visibility across operations. As projects grow and client expectations evolve, many AEC firms are looking for better ways to streamline processes, strengthen reporting and make more informed decisions.
Our team helps AEC organizations evaluate and implement the right technology, improve financial and operational processes, and build a stronger data foundation for future growth. Whether you're assessing ERP options, integrating systems, outsourcing finance functions or exploring opportunities for automation and AI, we bring together the accounting, technology and advisory expertise needed to support your goals.
From technology modernization and process improvement to accounting, tax and outsourced support, we help AEC firms create the visibility, efficiency and scalability needed to compete in a changing industry.
How We Help
We know the tax rules, technology and operating pressures unique to real estate, and we have the solutions to meet you where you are. Here’s how we help real estate leaders like you:
We deliver full-stack tech consulting for real estate, covering assessment, strategy, implementation and ongoing support across Microsoft Dynamics, Power Platform, NetSuite, Sage Intacct and Workday, plus deep familiarity with Yardi. We built the Workday and Procore connector many of our clients rely on.
We help you modernize operations with practical steps, starting with a strong data foundation and identifying opportunities for automation and AI. And because we sit across tax, audit, outsourcing and technology, we bring the right expertise at the right time instead of leaving you to coordinate it yourself.
From your first asset to a diversified portfolio, we help you:
We stay ahead of change through active participation and speaking engagements at events like:
From market trends to emerging challenges, our professionals share timely insights and perspectives, including:
We share industry knowledge and best practices to equip current and future leaders via memberships in and education for leading industry associations like:
Don't let shifting tax rules, legacy systems or technology gaps hold your growth back. Connect with our real estate experts to structure smarter, modernize faster and grow on your terms.
