Real Estate

Real estate owners, developers, and property managers face a unique mix of tax, accounting, and financing decisions. From entity structuring and lender reporting to cost recovery and exit planning, you need a team that understands the full life cycle of a property. The Real Estate team at Gollob Morgan Peddy helps clients plan for tomorrow while meeting today’s compliance needs.

Who We Serve:

• Developers and homebuilders 
• Commerical and multifamily owners and operators
• Property managers and leasing companies
• Real estate funds and syndications
• Family offices and high-net-worth investors 

Tax Planning and Compliance

• Entity selection and structure reviews
• Section 163(j) interest limitation planning and real property trade or business elections
• Depreciation strategies, including ADS vs bonus and coordination with cost segregation studies
• 1031 like-kind exchanges and installment sale planning
• Section 754 step-ups, 704(b) capital account maintenance, and 704(c) layer tracking
• Passive activity, at-risk, and real estate professional status analysis
• State and local tax, composite filings, PTET filings

Beyond tax planning, our Real Estate team delivers Client Accounting & Advisory (CAAS), Audit & Assurance, and transaction advisory services designed specifically for the real estate industry. We understand the complexities of construction tracking, lender reporting, and property-level accounting, and tailor our services to fit each client’s operational needs. Whether preparing audited or compiled financial statements, improving systems and processes, or guiding you through acquisitions and dispositions, our professionals bring experience and technical depth to help you make confident financial decisions and maximize the value of your portfolio.

Today’s marketplace requires more than just service. It requires industry expertise and a proactive plan. Our partners take the time to understand your goals, explain your options, and work together to uncover the most effective, cost-efficient way to meet your needs. Contact us to learn how we can help you build value across your real estate portfolio.