For real estate CFOs, year-end is a pressure test. If you don’t plan early and execute with precision, it can expose cracks in reporting, tax planning, and investor communication. With multiple entities, changing tax laws, and high expectations from investors, bankers and audit teams, the year-end close in real estate is a complex, high-stakes endeavor.
Are your tax, accounting and audit processes built to withstand the pressure?
Real estate companies juggle property management, development, and investment, each with different revenue models, timelines, and reporting requirements. Add in complex ownership structures, and year-end quickly becomes a tangle of reconciliation deadlines, generally accepted accounting principles (GAAP) compliance, and tax filing obligations.
Key challenges include:
Well-orchestrated timelines that include key tax deadlines and projection dates support compliance, planning, and collaboration, helping real estate teams stay on track to meet critical milestones. A typical calendar looks like:
For additional resources, please see our related article: Top 5 Financial Close Challenges and How to Solve Them
Our Real Estate team brings industry-specific experience in year-end close, tax strategy, and investor reporting. We offer:
Whether you’re preparing for your first audit or refining a mature process, we support real estate firms in executing a well-coordinated year-end close. Contact us today to get started.
The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.