Real Estate Advisory Services

Is your team saddled with complicated real estate challenges? Are your internal resources stretched?

Our skilled team of real estate professionals can take your overburdened back-office functions off your hands and deliver maximum efficiencies and economies. By applying proven and refined processes, we can help increase your operational efficiencies while allowing you to meet your desired results.

We have worked with REITs, lenders, property owners, management companies and other investors in real estate, assessing their needs in detail and providing proven solutions throughout the transaction life cycle.

Investor and lender due diligence:  We can perform the necessary analysis to identify the risks and issues that need to be addressed before you make an investment decision, be it an acquisition, disposition, loan transaction or part of your ongoing property ownership and management.

Financial analysis and information reliance: Financial considerations are the drivers of real estate operations. We provide additional resources to your team to engage in complex procedures, document review and financial review so that your property information and data meet the standards you require for ongoing operations.

Services Include:

  • Lease abstraction and lease testing
  • Data validation
  • Financial, nonfinancial and legal review
  • Cash flow analysis using ARGUS
  • Source document variance analysis
  • Historical revenue and expense analysis
  • Net operating income and capital expenditures verification
  • Property reimbursement and cost allocation method pool verification
  • Agreed-upon procedures
  • Property accounting system uploads (MRI, CTI, JD Edwards and Yardi)
  • Estoppel certificate preparation and review
  • Sarbanes-Oxley Act of 2002 lease compliance testing

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or


Tax credits and incentives

  • May 15, 2018


Year-end tax and accounting update for the real estate industry

  • December 12, 2017