It’s been an especially volatile time in a sector that’s known for its booms and busts. And for many investors and operating companies, despite the recovery, it’s been difficult to weather the storm.
Nevertheless, there are opportunities for those who know where to find them. As CPAs and trusted advisors with expertise in all things real estate, we provide the savvy advice that can mean the difference between a successful investment and a disappointing one.
You may benefit from guidance in restructuring debt to enhance your cash flow, for example. A cost segregation study may reduce your taxes by accelerating depreciation deductions, at least in the early years of ownership. Or maybe you’ve accumulated losses or qualify for various real estate credits that can also reduce your taxes and preserve cash.
Looking forward, you can minimize taxes and financial risks by selecting the right entity or investment vehicle at the outset. And, by strategically analyzing the potential economic and tax consequences of various purchases, sales, development strategies and like-kind exchanges, you can help to maximize value.
Over the longer term, you can even minimize future estate taxes on your real estate investments—perhaps with grantor-retained annuity trusts (GRATs), installment sales or fractional interests, to name a few.
But to effectively leverage such strategies, you need advisors who are committed to your success over the short and long term.
At Bader Martin, we can prepare your annual financial statements and tax returns—and frankly, so can a number of other leading CPA firms. But here, we believe we also have an obligation to provide you with the proactive, practical advice that creates value for you throughout the year.
It helps that our real estate practice group is comprised of professionals with extensive expertise in the real estate sector, including some who’ve actually served as senior financial executives for privately owned real estate companies. As a result of our rare combination of expertise and real-world experience, we have a track record of helping the region’s real estate developers, owners, investors, managers/operators and lenders in maximizing the value of their real estate investments.
Our clients encompass a broad range of entities and structures, including C and S corporations, LLCs, partnerships, investor-financed projects, employee-owned entities with equity interests in real property, joint ventures, investment pools, syndications, and individual investors.
We’re experienced in commercial, residential, low-income, senior and retirement, retail, industrial, historic and office properties.