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search for solutions by category, industries, insights, and people.
find your solution.
search for solutions by category, industries, insights, and people.
search for solutions by category, industries, insights, and people.
search for solutions by category, industries, insights, and people.
Elliott Davis works with real estate owners, operators, developers, and investors to help raise capital, strengthen operations, and create lasting enterprise value.
Elliott Davis works with entrepreneurial real estate firms rooted in a specific city or submarket, focused on a limited set of asset classes, and backed primarily by high-net-worth investors as they grow toward more institutional structures. With lean internal teams and experienced partners at the helm, these firms rely on Elliott Davis for practical, real-estate-specific guidance across growth strategy, acquisitions, financial reporting, compliance, operations, and talent.
Elliott Davis works with regionally focused real estate firms that lead in specific asset classes or operate a small number of sector-focused divisions, supported by high-net-worth or middle-market institutional capital and guided by principals who rely heavily on their CFOs for insight. As these firms pursue more complex projects and transactions, Elliott Davis provides the real estate, financial, and transactional depth they need to scale confidently without compromising established operating models.
Elliott Davis works with leading national investment and development firms that operate as regional market leaders, manage multiple divisions, and access capital from ultra-high-net-worth and institutional investors through deal-by-deal or sophisticated alternative investment structures. These firms rely on Elliott Davis for timely communication, rigorous reporting, and forward-thinking, data-driven solutions that support complex transactions and long-term financial objectives at scale.
Elliott Davis serves well-established national real estate organizations with broad footprints, multiple divisions, and extensive stakeholder, regulatory, and oversight requirements driven by experienced C-suites and active boards. These firms rely on Elliott Davis for deep regulatory expertise, disciplined risk management, and scalable solutions that support high transaction volume, complex structures, and informed decision-making at the national level.
Elliott Davis maintains a strong presence within the real estate community through active leadership and ongoing involvement in industry organizations.
Commercial Real Estate Development Association Charlotte
Bobbi Jo Lazarus, President
Urban Land Institute Charlotte
Thomas Barker, Treasurer
Urban Land Institute Midlands
Nick Annan, Executive Committee Member
Women’s Affordable Housing Network Atlanta
Ashley McKenna, Board Member
CREW Network
Myranda Sieverding, Multifamily Council Member
Entryway NC
Myranda Sieverding, Board Member
Real estate companies are particularly exposed to financial fraud due to their complex financial structures and decentralized banking operations. Implementing a financial automation platform to automate your accounts payable process helps safeguard financial transactions.
We help real estate firms modernize systems through evaluation, selection, and implementation while strengthening cybersecurity, enhancing data capabilities, and addressing privacy concerns.
We support talent acquisition and retention, leadership development, team upskilling, offshoring, and organizational change efforts that build resilient, high-performing teams.
We help firms streamline operations by reducing costs, improving processes, optimizing workforce models, strengthening financial management through effective budgeting, forecasting, and reporting—including support for integrations, acquisitions, divestitures, and decisions around outsourcing and insourcing.
We enhance organizational resilience through disaster recovery planning, supply chain reliability, vendor evaluation, and crisis response supported by predictive modeling and scenario analysis.
We help firms innovate by elevating the customer experience, advancing product development, supporting mass customization, improving forecasting and project execution, and enabling modern pricing and delivery models.
We guide firms in securing and structuring capital, evaluating transactions, planning M&A decisions—including advisory and brokerage support—while helping leaders assess capital allocation ROI, manage treasury and investment strategies, and strengthen relationships with investors and financial partners.
We help organizations meet regulatory requirements, including HIPAA, OSHA, DOL, ERISA, IRS, and FDIC, through integrated tax planning, succession and entity structuring, estate and trust planning, tax credits and incentives, cost segregation, and tax diligence. Our team also strengthens compliance frameworks, improves reporting practices, and supports effective regulatory oversight.
We work closely with you to understand your goals, design tailored strategies, and deliver measurable results across audit, tax, and advisory services.
STEP 1
We engage directly with your team through active listening, regular touchpoints, and deep business insight to align on priorities and long‑term goals.
STEP 2
We analyze insights, challenge assumptions, and bring together cross-functional expertise to develop practical, customized strategies grounded in your business realities.
STEP 3
We execute with discipline, implement solutions, and continuously refine performance to drive meaningful change and deliver measurable, sustained results.
As real estate firms navigate capital raises, cybersecurity is emerging as a critical factor for investor trust. Learn why protecting financial and investor data is a growth imperative and how to build a strong cyber foundation to safeguard your firm.
Learn why modeling after-tax cash flows is essential during the disposition phase of real estate investments. Discover key tax considerations, gain allocation strategies, and how to avoid surprises that impact investor returns and reinvestment planning.
Discover how to build a strategic business transition roadmap with our succession planning framework. Learn how to align personal, financial, operational, and governance priorities to protect your legacy and prepare for a successful exit.
Real estate companies are navigating rising capital costs, economic uncertainty, workforce shortages, increasing reporting requirements, technology modernization, cybersecurity risks, and evolving tax and regulatory obligations. As portfolios grow and transactions become more complex, firms need stronger financial, operational, and compliance strategies to support growth.
Improving access to capital often requires stronger financial reporting, investor communications, forecasting, and transaction readiness. Investors and lenders increasingly expect timely, transparent information that supports underwriting, portfolio performance, and long-term growth plans.
Cost segregation may be beneficial when acquiring, constructing, renovating, or repositioning real estate assets. By identifying qualifying property components, owners may accelerate depreciation deductions and improve cash flow.
Expansion can create state and local tax (SALT) obligations related to income tax, sales and use tax, payroll, and apportionment. Evaluating potential exposures before entering a new market helps reduce compliance risk and avoid unexpected liabilities.
Modern technology platforms can streamline financial reporting, automate workflows, improve investor communications, strengthen internal controls, and support data-driven decision-making. System evaluation, implementation, and optimization can help firms scale more efficiently as they grow.
Real estate firms routinely manage sensitive investor, financial, and transaction data and often process significant wire transfers. Effective cybersecurity and data privacy controls help protect valuable information, reduce operational risk, and maintain stakeholder confidence.
Buyers and sellers should evaluate financial performance, tax implications, deal structures, purchase price allocations, cash flow assumptions, and investor impacts. Comprehensive due diligence can help uncover risks, support valuation, and inform strategic decisions.
As firms attract larger investors, they often face increased expectations around U.S. GAAP financial reporting, audits, internal controls, forecasts, and governance. Preparing these capabilities in advance can help support fundraising efforts and future growth.
Many firms focus on process automation, workforce optimization, cost reduction, cash flow forecasting, and technology improvements to strengthen operations. A proactive approach can help improve reporting, increase visibility, and support more informed business decisions.
Solutions by Industry
Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.
Solutions by Category
When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.
