Real Estate
Mapping out a blueprint to your financial goals
Real estate investors, developers, property managers, and landlords face a complex array of challenges. These include regulatory compliance requirements, new federal and state tax codes, and continually shifting accounting standards that can significantly impact your bottom-line performance.
The key issues or challenges you may face range from accommodating shifts in housing ownership because of generational and demographic changes, to adapting new accounting standards, to capitalizing on tax deferral strategies, including like-kind exchange transaction structuring.
There are, however, opportunities in real estate that continue to make it an investment of choice. It takes keen awareness and constant vigil to find and capitalize upon these opportunities and a team of trusted advisors to structure business, financial, accounting, and operational infrastructure to ensure that the objectives of all stakeholders, from investors to renters, are properly met.
Real estate companies often need assistance in areas such as project feasibility determinations, business process improvements, benchmarking and ratio analyses, and more. Our real estate business clients range from sponsors for Opportunity Zone Funds to real estate investment and property management firms with thousands of units and millions of dollars of assets.
Real estate development in the United States continues to rise making this a financially and professionally rewarding industry.
Solutions
Adams Brown provides the following solutions to companies, partnerships and joint ventures in the real estate industry:
Agreed Upon Procedures, Review and Compilations
Services for providing insight into the accuracy and validity of your real estate business’ accounting and financial information to discover and correct issues, install controls, assist with financial decision making, and respond to 3rd party financial information requests.
Business Advisory and Consulting
For real estate businesses seeking guidance in areas such as strategic planning, growth opportunities, business transformations, or selling, merging, or transitioning their businesses in response to new situations.
Outsourced Client Accounting
For real estate businesses seeking to make managing their business easier via outsourcing back office accounting functions like payroll, accounts payable and accounts receivable, analyzing areas for automation and implementing cloud-based solutions, and training staff on new software and procedures.
Tax Planning and Compliance – Business
Tax minimization strategies and tactics at the corporate level with a focus on capturing relevant Federal and State of Kansas incentives, credits and deductions real estate companies.
Tax Planning and Compliance – Individual
Tax minimization strategies and tactics for real estate company owners or families with a focus on opportunities under the new Tax Cut and Jobs Act and recent changes to State of Kansas tax requirements. We also help with tax strategies related to succession planning and exiting the business.
Wealth Management
We help real estate company owners or families develop and implement customized strategies for achieving long-term goals, strengthening your financial security and maintaining your quality of life.
Other Adams Brown Solutions
For a confidential discussion of your issues and needs, please contact our Real Estate Team Leader, Rex Ball, using the fillable “Contact Us” form on this page.
Testimonials
What’s Next
The real estate business is transforming at a rapid pace. Technologies and disruptors such as blockchain, virtual and augmented reality, machine learning, and automation are changing the business model.
As a result, the opportunities in the industry are endless. All you have to do is seize them!
Real Estate Team Leader: Mark P. Barnett, Jr.
Contact Us:
