Real Estate Accounting & Advisory

Strong financial management and proactive tax planning are essential for success in commercial real estate. At Calvetti Ferguson, we are more than just accountants; we are dedicated financial advisors for real estate. Our deep industry knowledge helps commercial real estate investors, developers, and operating companies optimize performance, find opportunities, and achieve lasting growth. Whether buying a new property, managing a portfolio, or expanding your operations, we provide the specialized insights and comprehensive support to help your business excel.

Your Strategic Partner for Market Realities

The commercial real estate sector faces market shifts, changing financing options, and complex regulations. These include rising interest rates, debt maturities, fluctuating property values, and new accounting standards like ASC 842. Our integrated service lines—including tax, assurance, advisory, accounting, and risk advisory—are specifically designed to address these challenges directly.

We work closely with you to:

• Optimize Tax Efficiency: Use sophisticated tax planning strategies, including Qualified Opportunity Zones, 1031 exchanges, and specialized real estate tax incentives (like cost segregation), to maximize your after-tax returns and protect wealth.
• Ensure Financial Clarity & Compliance: Navigate intricate accounting standards, provide thorough audit and assurance services, and deliver precise financial reporting that builds confidence for investors and stakeholders.
• Mitigate Risks & Enhance Operations: Offer insights into internal controls, cybersecurity, and operational efficiencies to protect your assets and streamline your business processes.
• Drive Strategic Growth: Provide expert guidance on financing options, transaction advisory, and wealth-building strategies that use real estate as a powerful tool for long-term prosperity.

Proven Real Estate Industry Knowledge

Our commitment to your success is built on a foundation of deep industry knowledge. Our CPA professionals are not generalists; they have extensive experience in commercial real estate. We actively participate in leading real estate organizations, and our team receives continuous, industry-specific training. This means you work with a team that understands your business from day one, allowing us to deliver tailored, effective solutions quickly.