Real Estate Expertise

At Thomas Stephen & Company, L.L.P. it is our business to know your business. The foundation of this premise, was the basis that our firm was originally conceived: to provide accounting, tax and consulting services to owners, investors, developers, contractors, syndicators, management companies, lenders and others involved in the real estate industry. Even though we have expanded the scope of our accounting and consulting services, our broadest expertise remains in the real estate industry. Our real estate services include:

Primary Services Include:

  • Financial Statements Audits
  • Project Cost Certifications
  • Transactional Structuring & Negotiations
  • Acquisition Due Diligence
  • Succession Planning
  • Operational Consultation
  • Tax Planning, Preparation and Consultation

Experience Breeds Success

The real estate industry is an intricate system of specialty and subspecialty areas of expertise (i.e. financial, tax, legal, entitlement, etc.). A successful transaction can be very similar to a juggling act – drop one ball and a deal can be lost. As a result of our vast experience and knowledge spanning the real estate industry, we can help our clients ensure a smooth transaction from start to finish. Whether we are serving as financial advisors for investments involving Real Estate Investment Trusts (REIT’s) or, acting as accounting and business consultants for builders and developers, we are more than prepared and armed with years of experience and expertise for any situation that might arise in the real estate industry. No transaction is too small or large. At our firm, all transactions receive the same level of commitment from our qualified staff.

  • Commercial Real Estate – office buildings, hotels, industrial and stand-alone warehouses, shopping centers
  • Residential Real Estate – conventional, multi-family or affordable housing apartment properties (single-family home builders, condominiums, assisted living facilities)
  • Hospitality – Hotels, resorts and clubs from acquisition and development to operations and disposition
  • Land Development – “for sale” planned unit development, subdivision, assemblage (combined for sale and own use properties)
  • Affiliated Services – contractors (general and specialty), mortgage banking, developers, architects, property managers, home builders
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