Real Estate

Real Estate Financial Advisory for Developers and Investors

Advisory support for developers and investors navigating acquisitions, portfolio growth, and complex capital decisions.

Real estate decisions are often made in complex environments where structure, timing, and financial clarity directly impact outcomes.

We work with developers and real estate investors managing multi-entity structures, recurring transactions, and evolving market conditions. Our team provides tax, audit, assurance, and advisory services to help clients make confident decisions across the full lifecycle of property acquisitions and dispositions, including specialized strategies such as cost segregation studies, real estate tax planning, and identifying opportunities for R&D tax credits.

With the right financial structure in place, you can move forward with greater confidence as your portfolio evolves and expands.

Challenges We Help Solve

Structuring deals to optimize returns

Evaluating acquisition, development, and disposition decisions with clear financial visibility.

Managing recurring acquisitions, dispositions, and reinvestments

Streamlining the financial process for frequent property acquisitions and portfolio turnover.

Maintaining confidence with investors, lenders, and stakeholders

Providing reliable reporting and transparency to support ongoing relationships and capital access.

Navigating entity complexity as portfolios grow

Keeping financial performance clear across properties, investments, and ownership structures.

Planning ahead for exit, transition, or reinvestment

Preparing for sale, refinance, or reinvestment decisions with greater financial clarity.

How We Work With You

We work alongside developers and investors to bring structure to financial decision-making across the full real estate lifecycle. Our team connects financial data to acquisitions, development activity, and portfolio performance so you can evaluate opportunities and risks with greater clarity.

 

Whether you are managing a single project or a multi-entity portfolio, we provide ongoing support tailored to your structure, ownership model, and investment strategy.

DOWNLOADABLE BROCHURE

REAL ESTATE OVERVIEW

Who We’re Built For

Developers managing active projects

Investors growing or repositioning portfolios

Ownership groups with complex entity structures

Family offices focused on long-term value

Real estate organizations preparing for growth or transition

FAQ

Frequently Asked Questions

We compiled a list of answers to address your most processing questions regarding our Services.

Who can claim the 179D deduction?

Either the owner or the designer of a commercial building can claim the deduction. If the building owner pays federal income tax, it may deduct its own 179D deduction. If the building owner is a federal, state, or local government, or is a tax exempt entity, the building owner may allocate the deduction to designer of the building or its systems.

The One Big Beautiful Bill Act sunsets the availability of 179D deductions for any construction that starts after June 30, 2026. Building owners should keep this date in mind when planning the timing of near-term capital improvements since 179D often provides a sizeable benefit.

You still qualify for a 179D deduction. The Inflation Reduction Act included incentives to increase the 179D deduction benefit for building owners who: 1) paid prevailing wages to construct or renovate the building; and 2) employed a set minimum number of apprentices during the construction.

We do the energy modeling for you to determine the level of energy efficiency as part of our standard consulting process.

No. Renovations and additions to buildings qualify for the 179D Deduction as well.

Make more informed decisions about your investments, projects, and portfolio strategy.

Start a conversation about your acquisitions, developments, or long-term plans.