ACCOUNTS
INTERNATIONAL

Real Estate

Strategic Tax and Structuring Advice for Real Estate Investors

Real estate creates wealth through appreciation and tax advantages—but only if you structure ownership correctly and deploy capital strategically.

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The decisions that determine long-term returns happen at acquisition: entity structure, cost segregation timing, 1031 exchange vs. opportunity zone deployment, whether to hold or sell, how to extract cash without triggering tax. Most accountants can depreciate your property. Few can help you structure a portfolio that builds wealth efficiently across multiple asset classes.

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We work with investors and operators across residential, commercial, industrial, and mixed-use properties. Our experience spans traditional acquisitions, value-add repositioning, ground-up development, and opportunity zone investments. We understand that a multifamily hold strategy requires different structuring than a commercial flip, and that timing matters as much as structure.

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Strategic Advisory for Real Estate Investors

• Entity structuring and ownership optimization across properties

• Cost segregation studies that accelerate depreciation strategically

• 1031 exchange planning and qualified intermediary coordination

• Qualified Opportunity Zone fund structuring and compliance

• Cash flow analysis by property and portfolio-level returns

• Disposition strategy—when to harvest gains vs. continue deferral

• Portfolio rebalancing and capital allocation across asset classes

• Partnership and syndication structuring for investor groups

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Tax strategy and investment strategy aren't separate decisions. Whether you deploy capital into a QOZ investment, execute a 1031 exchange, or take the gain affects not just this year's tax bill but your entire portfolio's compounding trajectory. Entity structure determines asset protection, exit flexibility, and how efficiently you can extract cash flow.

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Different asset classes require different approaches. Multifamily cash flow properties optimize for steady distributions and long-term appreciation. Commercial repositioning plays focus on value creation within compressed timelines. Development projects require construction accounting and staged capital deployment. Opportunity zone investments lock in 10-year holding periods with unique basis step-up advantages.

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The investors we advise treat real estate as one component of wealth strategy, not an isolated activity. They coordinate property decisions with overall tax planning, think about succession and estate implications, and structure ownership to preserve flexibility as markets and personal situations change. If you're ready to work with advisors who understand how real estate fits into comprehensive wealth-building, let's talk.