Financials that respect how real estate actually works.

Yes. STR comes with its own quirks: high-volume small transactions, occupancy taxes by jurisdiction, cleaning and turnover costs, and material participation rules that affect tax treatment. We've got reps here.

Yes. We integrate with most major property management platforms (Buildium, AppFolio, RentManager, Stessa) and reconcile owner statements monthly. If your PM is on spreadsheets, we still make it work. Just takes a bit more setup.

We don't do cost seg studies (that's an engineering specialty), but we structure your books so cost seg engineers and your tax CPA can do their work efficiently. We track basis, accumulated depreciation, and asset components in a way that survives audit.

Yes. Flipping has different financial mechanics than buy-and-hold. We track each flip as its own project: acquisition cost, rehab spend, holding costs, sale proceeds, true profit margin. We coordinate with your tax CPA on the active vs passive income classification, which matters for self-employment tax. If you're doing 4+ flips a year, you need this discipline. Most flippers don't have it and leak profit they could have kept.

BRRRR stands for Buy, Rehab, Rent, Refinance, Repeat. It's a real estate investing strategy where you recycle capital through value-add projects. The accounting is more complex than buy-and-hold because each stage has different tax treatment: rehab costs are capitalized to basis, rental income gets passive treatment, refinance proceeds are not taxable but reduce equity. We track all five stages cleanly so your CPA has what they need at year-end and you know the actual return on every project.

Yes. If you're sponsoring deals with LPs, you need clean K-1 prep coordination, quarterly investor reports, distributions tracking, and waterfall calculations. We work alongside your syndication attorney and tax CPA so investors get accurate, timely reporting. Done right, this is a competitive advantage when raising capital. Done poorly, it kills repeat investor relationships.

Yes, if you're an LP investor across multiple syndications, funds, or partnerships. We track your capital accounts, K-1s, distributions, and basis across deals. We coordinate with your tax CPA on the depreciation and loss carryforwards that often confuse passive investors. Common scenario: you're getting K-1s from 5 to 15 sponsors, paper losses look great, but you have no visibility into your actual cash position across the portfolio. We fix that.

Common scenario for us. We keep the books clean across entities and jurisdictions, document the activity that drives state-level filings, and coordinate directly with your tax CPA on the actual filings and nexus questions. Tax filings stay with your CPA. That's their lane.

We track the basis carryover, structure the books on both sides of the exchange so the deferred gain is documented, and coordinate with your QI and tax CPA. We don't act as the qualified intermediary.

We're the financial operations layer that sits between them. Your attorney handles entity formation, your tax CPA handles filings, we handle the day-to-day books and management reporting that keeps everything coherent. We talk to both of them directly so you don't have to.