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.

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.

Schedule a Free Consultation Today

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