Systems Savvy & Experience:

  • Oracle - JD Edwards EnterpriseOne
  • Sage (Timberline) Construction Software
  • TEXTURA – Construction Payment Management
  • Millennia / FileStar – Document Management
  • e-Builder Construction Program Management
  • Executive dashboards for projects and portfolios of projects
  • Business intelligence, including Key Performance Indicators (KPI’s)
  • Various data download and query tools

What We Do 

FROM PROJECT INCEPTION THROUGH COMPLETION AND TURN-OVER, WE’RE THERE TO:

  • Design and implement systems, procedures and controls to

         ensure funding by partners and lenders

  • Provide oversight reviews of development costs to reduce risks
  • Host documents and provide open-book

         transparency

  • Ensure trust between owners, investors and lenders
  • Review property usage plans and assist with zoning issues


Specific Accounting and Tax Knowledge

  • GAAP and Tax issues for Real Estate Development
  • Cash Flow Projections and Anticipated Cost Reporting
  • Contract and Change Order Management
  • Complex Cost Allocations
  • Cost Segregation Studies (Asset Tax Lives)
  • Tax Credits (Brownfield, Historic, IRS Sec 174 Embedded Costs)
  • Sales Tax Compliance
  • Other Tax Abatements & Programs (PILOT, PILOST, etc.)

PROVEN TRACK RECORD IMPLEMENTING “BEST PRACTICES” TO PROTECT STAKEHOLDERS’ ASSETS, MAXIMIZE PROJECT TEAM EFFiCIENCIES, STRENGTHEN OVERSIGHT CONTROLS, AND PROVIDE CRITICAL INFORMATION TO DECISION MAKERS FOR ALL PHASES AND ASPECTS OF MIXED-USE COMMERCIAL REAL ESTATE DEVELOPMENT, INCLUDING:

  • ​Pre-development, planning and design phase
  • Procurement of financing and investment syndications
  • Construction management and contract administration
  • Transition of real estate assets from development to operations
  • Residential condo sales & marketing
  • Retail leasing & marketing administration
  • Retail tenant coordination
  • Master and residential condo associations
  • Complex ownership structures, including Public Private Partnerships

         (PPP’s)

  • Troubled asset take-overs and turn-arounds