Real Estate

Strained supply chains, inflation and a tight labor market are all conditions that make real estate investments more expensive. While historically real estate has performed well even during times of elevated inflation, the risks of the industry are certainly high.

No matter the economic environment, we are here to help our clients reach their goals by making well-informed decisions.

Building Your Success

Our experience comes from serving some of the largest developers, owners and investors in one of the hottest real estate markets in the country. We help our clients make knowledgeable decisions, avoid unnecessary risks, manage cash flow and take advantage of tax deductions while minimizing the impact of rising interest rates. We use our expertise to maximize your financial performance so you can focus on building your future.

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Our Services

Our real estate team works with developers, owners, investors, property managers, partnerships, funds and trusts to serve their tax, audit and consulting needs.

  • Tax Planning and Compliance

    We go beyond simply ensuring you’re not overpaying in local, state and federal taxes by developing a customized strategy that takes into account tax credits and incentives, QBI and more. Our tax advisors assist our real estate clients through:

    Choosing/Implementing tax-efficient structures

    Planning/analysis/reporting 1031 like kind exchanges 

    Section 754 analysis and basis adjustment calculations  

    Business succession and Estate planning  

    Charitable contributions  

    Tax planning related to various debt strategies 

    Cost segregation considerations 

  • Audit & Advisory

    From financial statement audits, cash flow forecasting, lease review and accounting, as well as pre-transaction support in financial diligence and post-transaction support through working capital analysis and systems integration and more, we understand how your company is performing and ensure your financial statements present the best your company has to offer. Through internal control reviews, we assess and help you identify areas to improve your real estate operation. 

  • Outsourced Accounting

    We take care of the day-to-day while you build your future. Our Accounting & CFO Advisory team provides fractional accounting, controller and CFO advisory services to early and mid-stage companies until they are ready to build in-house finance teams. 

  • Business Valuation

    Understanding the value of your business is key to your growth and success. Our Business Valuation group is focused on addressing the complex and evolving valuation demands of a wide variety of tax, financial reporting and transactional situations for the real estate industry.

Contact Us

Our offices are located throughout the greater San Francisco Bay Area. If you would like to contact us, please call one of our office locations or send us a message.