Real Estate Portfolio & Development CPA Advisory
Entity structuring, cost segregation and 1031 exchange strategy for developers, syndicators and real estate investors.
Tax Strategy for Real Estate Portfolios
Entity Structuring & Syndication Alignment
Designing multi-tiered structures (LLCs, LPs and Qualified Opportunity Funds) that protect assets, accommodate passive investors and preserve pass-through efficiency.
Accelerated Depreciation & Cost Segregation
Coordinating cost segregation studies that reclassify property components to accelerate depreciation, offsetting rental income and, where the passive activity rules permit, other income.
Tax-Deferred Growth
Structuring 1031 exchanges and Opportunity Zone investments to defer tax on gains and keep your equity working.
Basis Optimization
Portfolio Tax Basis & Operating Cost Accounting
As a portfolio grows toward institutional scale, tax-basis accounting must keep pace. We maintain capital expenditure records, depreciation schedules and tax-basis balance sheets at the individual asset level, so capital improvements are separated from deductible repairs and distributions and reporting remain clear across the portfolio.
Partnership Compliance
Partnership Tax Structuring & K-1 Reporting
Syndications and joint ventures demand rigorous partnership tax compliance, including Section 704(b) capital accounts, special allocations and the Section 163(j) interest limitation. We manage this work so your investors receive timely, accurate K-1s and every deduction to which they are entitled.
Equity Preservation
Tax-Deferred Compounding & 1031 Strategies
Real estate wealth is built by keeping equity invested over time. Through 1031 exchanges and Qualified Opportunity Funds, we structure transactions to defer capital gains and depreciation recapture where the rules allow, so more of your capital remains at work.
Proven Stewardship
Trusted by Real Estate Owners Since 2008
We do not operate a volume practice. We accept a limited number of developers, syndicators and portfolio owners so that every engagement receives partner-level attention, year after year.
2008
Year founded
95%+
Client retention
1:1
One dedicated senior advisor
100%
Individually structured plans
Ready to build your strategy?
Request a consultation to review your portfolio’s tax basis, your partnership reporting and your plans for the next acquisition or exchange.