Residential & Commercial Real Estate Advisory
We connect tax analysis to the actual property decision—before acquisition, during operations, and before disposition.
Tax, financing, operations, and exit should be analyzed together.
Residential Transactions
Primary residence, rental, investment, development, basis, gain, and property-use questions.
Commercial Acquisitions
Basis, financing, depreciation, cash flow, entity coordination, and acquisition economics.
Dispositions
Gain modeling, recapture, installment questions, 1031 screening, and cash-tax planning.
Development
Dealer/investor characterization, capitalization, construction costs, and future-sale planning.
Cost Segregation
Evaluate whether specialist review may be valuable and coordinate tax implementation.
Underwriting & Decision Support
Model purchase price, NOI, CapEx, financing, tax impact, and downside risks.
Bring us in before the property decision is locked.
We are most useful when there is still time to challenge assumptions, compare structures, or quantify the tax and economic consequences.
Common outputs
- Acquisition / disposition decision model
- Gain and recapture estimate
- Basis and depreciation review
- Tax-issue and diligence checklist
- Implementation roadmap with outside specialists where needed
For sale-related tax modeling, see capital gains and disposition planning. If the property is part of an operating-business transaction, see business acquisition and disposition advisory.
Have a question worth analyzing before you act?
Tell us the property type and location, whether you are buying, operating or selling, your decision date and the approximate transaction size. Briefly describe the tax or economic question without sending confidential documents. We review fit, urgency and scope before accepting an engagement.