Real Estate
How are you planning today for success tomorrow?
Whether you’re a large real estate developer or a small real estate investor, our business advisory team can assist you.
What We Do
Our team of certified public accountants, business advisors, personal financial planners and industry experts can guide you through the complexities of developing and operating real estate. We can also provide suggestions to managers and brokers to improve their financial strength and tax outcomes in their businesses.
We work with a range of property types ranging from hospitality and office to multi-family and industrial real estate.
Our experts consult on entity structuring to help you optimize tax efficiency and navigate the nuances of investor turnover.
We are compliance experts for real estate operations, investments and management companies. Our services will evolve with you, including bookkeeping, project analysis and tax-saving initiatives.
Real Estate Accounting + Financial Services
- Qualified Opportunity Zones
- Due Diligence
- Tax Planning + Compliance
- Financial Statement Preparation
- Accounting + Bookkeeping Services
- CFO/Advisory Services
- Business Formation + Transaction Support
Who We Serve
Real Estate Developers
Constructive consulting to maximize return on investment
Developers, in many ways, breathe new life into communities. Our real estate group works with various developers to enhance ROI and act as a business advisor. Aldrich experts carefully examine the issues affecting your organization and offer solutions customized to your business. Financial Planning + Bookkeeping: Assist in budget evaluation, financial strategies, and providing expertise on relevant fiscal and legislative issues. Project Analysis + Tax Services: Ensure compliance with cost segregation, financial reporting, accounting, and tax reporting standards and serve as a resource on maximizing cost-saving strategies. Advisory Services: Consulting with developers to implement effective management and operational policies and procedures as well as suggested best business practices and accountability.
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Private Equity Investors + Funds
Guidance for moments that mean the most to your business
Qualified Opportunity Zones Establishing fund creation and managing ongoing compliance and fund testing as well as constructive consulting to maximize return on investment. Project Analysis + Tax Services: Ensure compliance with cost segregation, financial reporting, entity structuring, accounting and tax reporting standards and serve as a resource on maximizing cost-saving strategies. Advisory Services: Implement effective management and operational policies and procedures as well as suggested best business practices and accountability.
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Commercial Brokers and Private Equity Fund Managers
Helping you plan for tomorrow’s success
Financial Planning + Bookkeeping: Assist in budget evaluation and financial strategies in addition to providing expertise on relevant fiscal and legislative issues. Due Diligence + Tax Services: Ensure compliance with cost segregation, entity structuring, accounting and tax reporting standards and serve as a resource on business transactions. Advisory Services: Implement effective management and operational policies and procedures as well as suggested best business practices and accountability.
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Meet Our Professionals
Nick Balaity joined the firm in 2016 and has been providing construction contractors, builders and real estate professionals assurance services (audits, reviews, and compilations) since 2011. Prior to joining Aldrich, Nick started his career working with a large local firm in Portland, Oregon. Nick likes to take a holistic approach to serving his clients by... Read more Nick Balaity, CPA, CCIFP®
Nick's EXPERTISE
- Construction
- Real estate
- FAR overhead rate schedules
- Certified Public Accountant
- Certified Construction Industry Financial Professional (CCIFP®)
Looking for support or have a question?
Contact us to speak with one of our advisors
