Real Estate Investment Accounting for CPA Firm Supporting REITs & Syndicates

Industry

CPA Firm (Real Estate Investors, REITs, Syndicates)

Services Provided

Property-Level Accounting, Investor Reporting, Tax-Deferred Exchange Tracking

Location

New York, NY

Engagement Duration

Since August 2023

The Challenge

The CPA firm struggled with:

Entity Overload: Clients had 10–30 LLCs with different property assets.
Investor Distribution Confusion: No clean reporting for passive investors.
1031 Exchange Tracking: Deadlines and property swaps were often missed.

Our Solution

We delivered real estate investor–focused accounting:

Property-Level Bookkeeping

Created books by entity and location, syncing with AppFolio and Buildium.
Tracked P&L, capex, and depreciation per property.

Syndicate Investor Support

Delivered K-1 packages, dashboards, and cap tables.
Managed 1031 exchange timelines, boot tracking, and closing entries.

The Results

After just six months of working with us, the business experienced tangible improvements:

Metric	Before	After
Investor Report Delivery	4+ Weeks Delay	Monthly & Quarterly Reports
Entity Clean-Up Time	3–5 Hours/File	45 Minutes/File
CPA Advisory Time	Limited by Cleanup	Doubled Availability

Key Takeaways

Real estate investors need property-specific accounting.
CPA firms gain trust with K-1-ready financials and 1031 exchange compliance.
Partnering with outsourced teams unlocks growth for REIT advisors.

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Client Testimonial

We can now confidently advise real estate investors—and our reporting is praised by syndicates.

Managing Partner, Real Estate CPA Firm

NYC

Real Estate Accounting for Investors & Syndicates

Property cleanups. Cap table clarity. K-1s delivered.

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