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.
Who We Serve
Real Estate Developers
Constructive consulting to maximize return on investment
Developers 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 with budget evaluation and financial strategies, and provide 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: Consult 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: Establish fund creation and manage 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 with budget evaluation and financial strategies, and provide 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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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 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
Meet Our Professionals
Jonathan McGuire has over ten years of experience providing strategic tax planning and compliance expertise to private middle-market clients. He has a deep focus as a real estate accountant, working with investors, developers, realtors, property managers, and other professional service providers in real estate. He works with a wide range of property types ranging from... Read more Jonathan McGuire, CPA
Jonathan's EXPERTISE
- Real estate
- Partnership taxation
- Tax planning and compliance
- Certified Public Accountant
- Repair regulations
- Qualified Opportunity Zones
- Qualified Opportunity Funds
Looking for support or have a question?
Contact us to speak with one of our advisors
