Real Estate Archives - Walter Shuffain

How Strategic Real Estate Owners Forecast After Tax Cash Flow on Upcoming Projects

Written By: Michael Cooper, CPA Key Takeaways After-tax cash flow provides a more accurate view of investment performance than pre-tax projections Tax strategy, financing structure, and depreciation interact to influence outcomes Effective forecasting supports more informed decisions around structuring, timing,…

How Sophisticated Real Estate Owners Should Evaluate Selling, Refinancing, or Recapitalizing a Property

Written By: Jon Nelson, CPA, MST Key Takeaways Strategic real estate decisions should be evaluated through tax impact, capital priorities, and overall portfolio alignment. Selling, refinancing, and recapitalizing each serve distinct roles depending on timing, liquidity needs, and risk tolerance.…

The Importance of Cash Flow Forecasting for Real Estate Owners

Written By: Mark Ravera, CPA Key Takeaways Cash flow forecasting helps real estate owners anticipate funding needs before capital becomes constrained or expensive. Accurate forecasts incorporate tax timing, not just transaction proceeds. A simple, consistently updated forecast supports stronger investment…

Why Real Estate Developers Should Outsource Their Accounting

Written by: Todd Ellis, CPA, MST, CGMA Summary of Key Takeaways: Outsourcing your accounting function will improve your financial visibility and efficiency process efficiency. An outsourced accounting team will reduce overhead, strengthen controls, and is very scalable. A real estate-focused…

Distressed Real Estate Debt Restructuring: What Investors Need to Know

Written by: David J. Cooper, CPA and Mark Ravera, CPA Property owners and developers are facing growing financial pressure. Interest rates have more than doubled in recent years, operating costs continue to climb, and tenant demand remains inconsistent, especially for…

Writing Off Abandoned Project Costs for Real Estate: A Guide for Maximizing Deductions

Written by: Michael Cooper, CPA In the dynamic world of real estate development, not every project reaches completion. Changes in market conditions, regulatory landscapes, or project viability can lead to the difficult decision of abandoning a project. While such situations…

Navigating the Massachusetts Millionaire’s Tax: Implications for High-Net-Worth Individuals with Multi-State Real Estate

Written by: Jonathan C. Hitter, CPA, MST, CGMA and Angela Parziale, CPA, MST The Massachusetts Millionaire’s Tax, a significant fiscal policy aimed at taxing the state’s wealthiest individuals, has become a pivotal factor for high-net-worth individuals (HNWIs) considering their residency…

Understanding the Tax Relief for American Families and Workers Act of 2024

The House Ways and Means Committee approved The Tax Relief for American Families and Workers Act of 2024, symbolizing a legislative victory for taxpayers, especially small business owners and professionals. This proposed legislation deserves a detailed look due to its…

2023 Year-End Guide – Real Estate

The structuring of real estate transactions can have significant tax implications, and new regulatory or statutory developments can change the calculation of how best to approach a transaction from a tax perspective. As part of year-end planning and looking ahead…

Following the money: Where is real estate capital coming from?

The past few years of pandemic recovery, rising inflation and interest rates, and legislative changes have created tremendous shifts and challenging obstacles within the real estate industry. As economic uncertainty applies pressure to sources of traditional capital, the industry is…

Category: Real Estate