Strategic Support for Real Estate Businesses

You don’t just need a CPA specializing in real estate—you need a team that understands 1031 exchanges, net operating income optimization, and zoning regulations. Our specialized accounting and advisory services meet the demands of real estate businesses at every growth stage, scaling with you as you expand your portfolio.

Whether you’re looking to stay on top of payroll, maximize deductions, leverage insights from real estate accountants, or get strategic recommendations on your next business move, we’re here to help. Our services seamlessly integrate with your existing systems and goals, providing clarity and insight across your operations. We’re here to help all those in the industry move forward with confidence, so connect with us if you’re a:

Real Estate Broker

Between commission tracking, quarterly tax estimates, and independent contractor payments, running a real estate brokerage requires constant financial coordination. Turn to our experts to streamline your back office through tailored bookkeeping, payroll, and tax planning solutions—freeing you up to focus on growing your client base and your team.

Real Estate Developer

There are few things in life quite as complex as ground-up development. Our team supports your projects from pre-development through stabilization with cost segregation strategies, cash flow forecasting, and tax credit guidance. From dirt to done, we’re with you every step of the way.

Property Management Firm

Managing properties involves so much more than coordinating maintenance; there’s rent collection, vendor payments, and financial reporting across multiple owners and entities to worry about. Our systems and support simplify and streamline the complex, reduce overhead, and deliver insights that help you reach your growth objectives.

Mixed-Use Property Owner

Mixed-use properties require a hybrid financial approach; with residential leases, retail tenants, and businesses all under one roof, accurate segment reporting is crucial. Need a hand maintaining compliance with both commercial and residential regulations, analyzing performance by unit type, and managing tenant-specific billing? We’ve got you covered.

Multifamily Investor

What do multifamily properties thrive on? Efficiency. And that’s exactly what our team delivers. Whether optimizing tax deductions through cost segregation or tackling year-end K-1 prep, our streamlined services help you scale your portfolio.

Hotel or Motel Owner

Operating where hospitality meets real estate can be tricky, as both necessitate precise financial management. Our team can help you handle seasonal revenue swings, franchise fees, and occupancy taxes, all while keeping a watchful eye on margins. Connect with our team to stay profitable and compliant, whether you’re managing one location or multiple.

Because there’s so much to keep up with in the real estate sector, roadblocks are not uncommon. Here are some of the most common ones real estate professionals face:

• Inconsistent rent roll tracking
• Overlooking passive activity rules for rental losses
• Not segregating tenant deposits and operating funds
• Misreporting 1031 exchange timelines
• Overlooking depreciation deductions
• Lack of long-term planning

Sidestep these common issues with our proactive approach and tailored advice.

Construction audits. State-specific LLC rules. Occupancy taxes. The real estate industry is full of strict and often overlapping reporting requirements and tax codes. Unity Business Advisors isn’t just a CPA firm for real estate companies—we’re partners that provide real-time insights and forward-thinking strategies that help avoid penalties and maximize profitability.

Real estate is never static, and your accounting and advisory partner shouldn’t be either. Here at Unity Business Advisors, we can move at the speed of your deals, with scalable services that support your long-term growth. Whether you’re navigating capital improvements or lease negotiations, we’re proactively solving problems before they hit your desk.

With customized reporting, monthly check-ins, and deep expertise in the real estate lifecycle, we’re an extension of your team. You know how to build equity, and we know how to protect investments and uncover hidden opportunities. Let’s work together.