Real Estate
Build Wealth That Lasts — With Advisors Who Know Real Estate.
We help you protect profits, plan for liquidity, and structure every move for after-tax advantage.
Real Estate
Build Wealth That Lasts — With Advisors Who Know Real Estate.
We help you protect profits, plan for liquidity, and structure every move for after-tax advantage.
Real Estate is Your Business. Ours is Protecting What You Build.
Who Do We Serve?
Developers, owner-operators, fund managers, and multigenerational real estate families whose portfolios demand structure, speed, and precision.
Our clients shape skylines across the Northeast, and we make sure their numbers and their financial strategies are as strong as their foundations.
Walter Shuffain delivers responsive, technically sophisticated guidance that supports every stage of the real estate lifecycle. Whether the need is tax structuring, growth planning, or succession, we provide the clarity and control that long-term real estate success requires.
My clients need quick and informed answers. We can deliver them because we are continuously planning for the unknowns and bringing them new recommendations.
– Eric Gashin, CPA, MBA, Shareholder
How Do We Help You Protect What You Build?
Real estate success creates complexity. Multiple entities, shifting partnerships, and multi-state operations can make clarity difficult.
If your entity structure spans several states, if joint venture negotiations stall, or if after-tax cash flow is uncertain, you are not alone.
Walter Shuffain’s Real Estate Group helps untangle that complexity. We coordinate across tax, advisory, and accounting so you always have clear information, aligned advisors, and a strategy that supports your next move.
How We Help You Plan, Execute, and Grow
Entity and Deal Structuring: We advise on partnership set up, joint venture terms, and operating agreements for efficiency and long-term alignment. Our team helps evaluate property acquisitions and supports negotiations with clarity and technical depth.
Ongoing Tax Planning and Compliance: We manage filings for multi-entity portfolios, develop quarterly and year-end projections, and forecast after-tax cash flow. Our tax specialists handle cost segregation, depreciation studies, and energy credit planning.
Recapitalization and Exit Planning: We advise on cash-out refinancing, new investor admittance, and exit modeling. Our team also advises on 1031 exchanges (including the use of Delaware Statutory Trusts and Tenancy in Common structures), and Qualified Opportunity Zone Investments.
Portfolio-Level Advisory: We evaluate portfolio performance, hold or sell options, and gifting opportunities. We model long-term tax impact and structure decisions for both growth and stability.
Business Planning and Forecasting: We develop business-level cash flow forecasts, capital investment plans, and succession strategies for real estate enterprises preparing for the next phase.
Wealth Transfer and Estate Coordination: We integrate liquidity and estate tax planning with family goals. Our approach includes gifting, wealth transfer strategies, and trustee advisory services.
Client Accounting Support: We offer property-level accounting, financial statements, and forecasting dashboards. These services connect seamlessly with tax and advisory work for complete visibility.
How We Work With You
Walter Shuffain moves at the pace of your deals. Our partner-led model ensures every client receives direct access, timely response, and consistent execution.
We coordinate with attorneys, bankers, and family-office professionals so every stakeholder has accurate information and nothing falls through the cracks.
Our cadence includes proactive quarterly planning and real-time responsiveness when transactions develop quickly.
Why Walter Shuffain
Most firms deliver reports. We deliver relationships.
Our real estate clients rely on our technical expertise and responsiveness to navigate complex structures and ongoing transactions. We integrate tax, advisory, and accounting services through a partner-led model that prioritizes strategy, not just compliance.
What Sets Us Apart
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- Partner-led access with prompt responses
- Deep specialization in real estate tax and structuring
- Integrated support across tax, advisory, and accounting
- Experience managing multi-entity structures, joint venture analysis, gifting, and exit events
- Proactive planning cadence that fits your needs
- Flexible pricing models for complex engagements
Let's Talk About Your Next Move
Whether you are developing new projects, restructuring existing entities, or planning for transition, Walter Shuffain helps you build clarity into every stage of your real estate strategy.
Our goal is to simplify your structure, align your advisors, and protect the value you create.
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