Real Estate Financial Services Group Commitment to Service Our firm's Real Estate Financial Services Group specialzies in providing financial, tax and accounting solutions to real estate owners, developers, managers, REITs, private equity funds, institutional investors and other real estate related entities. our expertise includes financial statement preparation, tax return preparation, tax consulting, investor reporting, accounting systems, construction accounting, partnership cash flow modeling and transactional services. The Real Estate Financial Services group offers a wide range of financial, tax and accoutning services tailored to meet the specific needs of the real estate industry. These services are client customized to satisfy the requirements of the real estate investor ranging from the individual real estate owner to the largest global institutional investor. A Full Range of Financial Services Financial Reporting
Monthly, quarterly and annual reporting including preparation of investor financial statements and accompanying footnotes Lender reporting and covenant compliance Asset level reporting
Outsourced Accounting General ledger maintenance Establish chart of accounts Accounting department development Training and oversight of accounting personnel Interim staffing requirements through CFO Operating expense billing and analysis
Construction Accounting Services - Construction accounting and finance oversight
- Job costing
- Draw request preparation, review and approval
- Performance tracking vs. budget
- Contract management
Waterfall/Promote Calculations - Review operating agreement
- Create and maintain waterfall / promote model based on parameters in operating agreement
- Track partner contributions and distributions
- Calculate allocation of projected capital proceeds to partners
External Audit Coordination - Manage external audit process
- Complete confirmations
- Prepare audit work papers
- Respond to auditor inquiries
Tax Services - Federal and state tax return preparation
- Consultation regarding acquisition and sale, 1031 exchanges, cost segregation, debt financed distributions
Transactional Services - Acquisition due diligence investigation and analysis
- Strategic investment analysis
- Lease consulting and abstracting
- Cash flow modeling (Argus)
- Property and portfolio purchase and sale closings
- Customized spreadsheets and databases
Professionals You Can Trust The professionals in the Real Estate Financial services Group have gained valuable experience working at some of the most respected companies in the real estate industry including The Rouse Company, W.P. Carey & Co, LLC, The O'Connor Group, Jones Lang Wooton, Insignia ESG, The Schonbraun McCann Group and FTI Consulting. Our extensive knowledge of the real estate industry combined with our exepertise in the leading real estate software packages (MRI, Yardi, Timberline, and Argus) ensures that our clients maximize the value of their real estate holdings. To learn more about our Real Estate Financial Services Group... and what we can do for you, see one of our group memberss contact page: Matthew T. Pinto, CPA Brian Carlson, JD, CPA, CFE, CIA Mitchell Zachary, CPA Pratik Patel
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