Real Estate

Advisors for real estate investment from acquisitions to dispositions.

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Real Estate

Advisors for real estate investment from acquisitions to dispositions.

Before investing in real estate for corporate or portfolio growth, the question to ask is whether it’s the right choice for your goals. Real estate groups, developers and owners need advisors who understand the real estate market from all angles. This includes transactions as well as the operating side to manage financial and regulatory obligations and deliver accurate reporting and guidance.

Consulting should be easily accessible to evaluate investments and build on strategies to maximize value. Coordination of tax and accounting should be flexible and seamless for domestic or global holdings. From residential and retail to commercial, hospitality or industrial, Walter Shuffain is a leader in real estate.

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

At Walter Shuffain, we work with large real estate groups including institutional investors and private equity funds as well as developers, managers, and business owners. Our team has decades of experience and knowledge in real estate transaction due diligence and consulting, assurance, tax planning and accounting.

Depending on your business structure and goals, our services can include:

- Acquisition due diligence & modeling
- Strategic investment analysis & closings
- Outsourced accounting or CFO/controller services
- Cost segregation & other tax planning strategies
- Assurance services & agreed upon procedures (Audit and Assurance Services are provided by WS CPAs PC)
- Partner/investor accounting, tax planning & consulting

As your real estate holdings help you build wealth, you need to plan for income, retirement and your estate. Walter Shuffain has deep experience for wealth management, too, with retirement, family office and estate planning professionals ready to advise on your future.

Ask us how we help clients manage their real estate investments from acquisitions to dispositions.

Wealth Management Services

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