The real estate industry is inherently cyclical, underscoring the need for steady support from a trusted partner with specialized industry experience.
At hfco, we build enduring relationships with real estate clients, guiding them through economic booms, recessions, and every condition in between.
We understand the nuances of the real estate industry to support owners, developers and investors.
Real estate offers more tax planning opportunities than almost any other asset class, from cost segregation and bonus depreciation to 1031 exchanges. But maximizing value goes further. An advisor who understands sale implications like adjusted basis, depreciation, and holding period guides smarter decision-making.
Properties that have been constructed, renovated, or acquired may qualify for significant federal tax savings through cost segregation studies. Many property owners are eligible for look-back studies on prior acquisitions that can generate a meaningful tax benefit in the current year.
Real estate investors and developers frequently operate across multiple LLCs, partnerships, and holding companies. Consolidating reporting, eliminating intercompany transactions, and ensuring each entity is accounted for correctly is foundational to accurate financial management.
The right capital structure makes a meaningful difference in long-term portfolio performance. Whether you are financing an acquisition, refinancing existing debt, or structuring a joint venture, we help you evaluate options and approach lenders from a position of strength.
Real estate cash flows are driven by lease structures, operating costs, capital expenditure cycles, vacancy rates, and debt service, all running on different schedules. Modeling and managing cash flow across multiple properties requires financial infrastructure most owners build reactively.
Real estate portfolios held in family ownership carry unique succession complexity. Gifting strategies, trust structures, valuation, and estate planning all interact with each other and with the ongoing management of the portfolio. Planning early creates options. Waiting eliminates them.
Holcomb Transportation has operated New Jersey’s school bus routes for decades, growing into a complex organization with 16 entities, rental properties, and a leasing operation. Since 2016, Ken May and the Haefele Flanagan team have been a constant presence — not just at year-end, but multiple times a week, weighing in on everything from vehicle purchases and property acquisitions to cost segregation studies and long-term growth strategy.
Selling your home at a high price can be lucrative, but it may also come with tax implications. The IRS might require you to pay capital gains taxes on the profit you earn from the...
Help us understand your business goals and the challenges you’re facing.
