Whether you’re breaking ground on a project, raising capital through a syndication, or doing both, the tax issues you face go well beyond a typical real estate return. We understand the mechanics of how these deals actually work.
SPVs and multi-tier structures set up correctly from the start.
Maximizing losses passed through to investors or your own return.
Accurate, on-time K-1s for investor groups of any size.
What must be capitalized into a project vs. deducted now.
Preferred returns, catch-ups, and promote splits done right.
Structuring sales, refinances, or dispositions to manage the tax impact at completion.
Our tax planning work covers entity-level strategy, project-level capitalization decisions, and accurate, on-time compliance. Tax returns, K-1s, waterfall accounting, and depreciation calculations are handled correctly the first time. We stay close to the details of each deal so nothing gets missed at filing time, and so the structure you set up today accomplishes your goals down the road.