Industry Focus

Real Estate

Entity structure, depreciation strategy, and clean financials for investors, developers, and property managers.

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key financial challenges addressed

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integrated service areas

Back to all industries

Common financial challenges

  • Multi-entity LLC and partnership structures with pass-through complexity
  • Depreciation scheduling and cost segregation opportunities
  • 1031 exchange coordination and timing
  • Passive activity loss rules and real estate professional status
  • Lender covenant reporting and draw schedule documentation

How Norwell helps

Real estate accounting has its own set of rules — depreciation, passive activity limitations, 1031 planning, and entity structuring all require a CPA who understands the transactions, not just the tax code. We work with investors, developers, and property managers to keep their books organized, their structures optimized, and their lenders satisfied.

Relevant services for Real Estate

Bookkeeping and Accounting Services

Recording transactions, reconciliations, AP/AR, and the monthly close.

Financial Statements and Reporting

Preparing your P&L, balance sheet, and cash flow with reporting as per acceptable standards.

Tax Preparation, Filing & Planning (Individuals and Businesses)

Federal and state filing plus year-round planning to manage proactively.

Strategic Business Consulting

Financially grounded guidance for major business decisions and transitions.