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Real Estate

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Navigate real estate markets with ease.

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Given the unpredictable nature of the real estate market, companies that specialize in buying, selling, managing, or developing property need a business partner that can help preserve financial integrity and offer valuable insights into the capital markets. As one of the largest industry specializations at Elliott Davis, our range of knowledge and familiarity with the real estate industry affords us the opportunity to provide a high level of quality customer care. Elliott Davis professionals have strong technical competence as well as an intimate knowledge of the industry.

Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
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our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

Real estate developers
Asset and Property Managers
Investment Funds
Real Estate Investment Trusts (REIT)
Delaware Statutory Trust (DST)
Opportunity Zones

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FEATURED solutions
Tax Services

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Audits, Reviews & Compilations

Tap into the power of financial statements for informed decision making.

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Accounting Advisory

Empower your decision-making through financial advisory.

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Transaction Advisory

Advisory services to maximize return, minimize risk, and optimize value.

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Real Estate

Navigate real estate markets with ease.

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Guidance to propel you forward

The financial services industry is constantly changing. In the wake of advancing technologies and regulatory shifts, institutions need practical, forward-looking support that keeps pace with emerging challenges and the speed of innovation.

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Our Customers

We bring together service and industry specialists across Elliott Davis to meet the unique needs of each financial institution, delivering tailored solutions for today’s needs and tomorrow’s goals.

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Fintechs

We help fintech companies manage complex regulations, risks, and growth opportunities. Our team provides audit, tax, and advisory services that support compliance, strengthen internal controls, evaluate and optimize systems, address cybersecurity and data privacy risks, and tackle complex accounting needs with practical, scalable guidance.

Specialty Finance Companies

Elliott Davis supports specialty finance lenders, installment loan providers, and niche credit platforms with external and internal audit, SEC reports, tax, loan review, and compliance tailored to their unique regulatory and operational environments. Our team brings expertise in complex debt structures, revenue recognition, equity transactions, tax planning, and model validations, helping lenders enhance controls and maintain accuracy across loan operations.

Alternative Investment Funds

We help alternative investment funds navigate complex operational and regulatory demands across private equity, venture capital, private credit, and hedge fund strategies. Our team provides financial statement audits, reviews, SEC Custody Rule surprise exams, tax planning and compliance, and guidance on fund structure, governance, and tax-efficient operating models.

Credit Unions

We serve credit unions of all sizes with audit, tax, and consulting services designed around cooperative structures and member-focused priorities. Our team provides specialized capabilities in internal audit, financial statement audit, regulatory compliance, BSA/AML, IT/cybersecurity, model risk, credit risk, and financial reporting, supported by professionals with firsthand experience as auditors, BSA officers, credit personnel, and compliance specialists.

Community Banks

Elliott Davis supports community banks with audit, tax, and consulting services tailored to institutions from de novos to multi billion dollar banks. The firm serves community banks nationwide, offering expertise in internal audit, financial statement audit, regulatory compliance, BSA/AML, credit risk, IT/cybersecurity, model risk, tax advisory and compliance, and financial reporting. Our team includes former bankers, examiners, and compliance officers who bring practical, hands-on experience.

Opportunities to serve you

Opportunity

Regulatory

We support institutions in meeting regulatory requirementsby strengthening compliance frameworks, improving reporting practices, andmanaging oversight tied to safety, soundness, and consumer protection.

Tax

We help institutions navigate complex tax requirementsthrough proactive planning, compliance support, entity structuring, andincentive strategies.

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Capital

We guide organizations in securing capital, evaluatingtransactions, planning M&A decisions, and strengthening investorrelationships to support strategic growth.

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Innovation

We help institutions innovate by elevating customerexperience, advancing product development, improving forecasting and projectexecution, and enabling modern pricing and delivery models.

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Resilience

We enhance organizational resilience through disasterrecovery planning, supply chain reliability, vendor evaluation, and crisisresponse supported by predictive modeling and scenario analysis.

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Operations

We identify opportunities to streamline operations byreducing costs, improving processes, optimizing workforce models, strengtheningfinancial management through effective budgeting, forecasting, and reporting.

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Workforce

We support talent acquisition and retention, leadershipdevelopment, team upskilling, and organizational change efforts that buildresilient, high-performing teams.

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Technology

We help financial institutions modernize systems through evaluation,selection, and implementation while strengthening cybersecurity, enhancing datacapabilities, and supporting the integration of fintech partnerships.

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FEATURED INSIGHTS
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FEATURED solutions
Tax Services

view solution
Audits, Reviews & Compilations

Tap into the power of financial statements for informed decision making.

view solution
Accounting Advisory

Empower your decision-making through financial advisory.

view solution
Transaction Advisory

Advisory services to maximize return, minimize risk, and optimize value.

view solution
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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.

advisory

Accounting Advisory

Business Turnaround & Recovery

Business Valuation Consulting

Commercial Litigation Support

Sustainability & ESG

Family Law Litigation Support

Fraud & Forensic Accounting

Governance, Risk, & Compliance

Operational Excellence

Strategy & Growth

Transaction Advisory

assurance & attestation

Attestation & Other Engagements

Audits, Reviews, & Compilations

Employee Benefit Plan Audits

SOC Reporting

tax

Family Wealth Services

Federal Tax

International Tax

State & Local Tax

Tax Methods & Credits

digital

Business Systems

Cybersecurity & Data Privacy

Data Analytics

Technology Consulting

Solutions
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.

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