Real estate businesses face interconnected tax, accounting, financing, and ownership considerations across properties and entities. We manage tiered partnership allocations and K-1 sequencing, cost segregation and depreciation timing, 1031 exchanges, passive activity loss rules, and multi-state filing requirements. Our team also works through interest limitations, Section 754 step-ups as ownership changes, lender covenant reporting, and investor distribution schedules to keep financial obligations aligned with the pace of the business.
Real Estate Advisory and Structural Compliance
Multi-entity operators, syndicators, and developers across the United States. We have extensive experience with stacked ownership structures where a single relationship can span dozens of filing entities.
Built for Stacked Ownership Structures
Talk to Someone Who Knows Real Estate
Work directly with experienced advisors who understand your industry and are committed to guiding your business through informed financial decisions.
Schedule a ConversationServices We Provide
Partnership returns and K-1 sequencing
Cost segregation and depreciation planning
1031 exchanges and opportunity zones
Real estate professional status
Lender covenant reporting
FAQs
When does cost segregation make sense?
Usually on acquisitions or improvements large enough that accelerated depreciation outweighs the study cost; we model it first.
Can you handle dozens of entities?
Yes. We sequence K-1s so upper-tier returns are not held up by lower tiers.
Do you work outside New Jersey?
Yes. We file across the United States and beyond.