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Real Estate Investors & Operators

Financial Insights for Your RE Portfolio

From STRs to syndications—get lender-ready financials, entity-level reporting, and tax-optimized bookkeeping without the headache.

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Real Estate Challenges We Solve

Managing a portfolio is hard enough without worrying about messy books. We handle the complexities specific to real estate investors.

Commingling Funds

Untangling personal and business expenses, or mixed funds between properties, to ensure your corporate veil remains intact.

STR Loophole & REPS

Tracking material participation hours and ensuring clean documentation to help you qualify for Real Estate Professional Status.

Cost Seg & Bonus Depreciation

Coordinating with cost seg studies to ensure assets are booked to maximize bonus depreciation and front-load tax savings.

1031 Exchange Coordination

Seamless handling of 1031 exchanges, tracking basis adjustments, and working with your Qualified Intermediary.

Lender-Ready Reporting

Producing professional P&Ls and Balance Sheets that banks trust, making refinancing or acquiring new properties smoother.

Multi-Entity Complexity

Managing inter-company transactions and keeping books clean across multiple LLCs so you have a clear view of the whole portfolio.

How We Work

A streamlined process designed to get your portfolio organized fast.

Entity Mapping

We map out your entire structure—LLCs, properties, and bank accounts—to ensure every transaction lands in the right place.

Cleanup & Catchup

We dive into historical data to fix categorization errors, reconcile accounts, and get your books current.

Monthly Close

Every month, we categorize transactions, reconcile accounts, and deliver property-level reports you can actually use.

Tax & Strategy

We coordinate with your tax preparer at year-end and provide ongoing insights to improve cash flow and profitability.

Real Results

See how we've helped other investors transform their financial operations.

Case Study

High-Income W2 Tax Strategy

The Challenge

A high-income tech executive earning $250k+ annually was paying significant federal taxes with limited deduction opportunities. They needed a legitimate strategy to reduce their tax burden while building long-term wealth.

The Solution

sebCFO helped them acquire a $500k short-term rental property. We coordinated a comprehensive cost segregation study to accelerate depreciation deductions and applied bonus depreciation rules to maximize first-year tax benefits.

Results

  • Generated $100k tax deduction in year one
  • $500k income-producing asset acquired
  • Cost segregation + bonus depreciation optimized
  • Positioned for long-term wealth building
Case Study

Multi-Entity Syndication

The Challenge

A syndicator with 4 active deals and 50+ investors across multiple properties faced significant operational challenges. Books were commingled across entities, making K-1 preparation extremely difficult and time-consuming.

The Solution

sebCFO separated the books for each LLC entity to provide clarity and transparency. We reconciled all intercompany loans and eliminated commingling issues. Established clear capital account tracking for all LPs and implemented strong controls.

Results

  • Secured $5M refinance with clean financials
  • K-1s distributed by March 1st
  • Investor confidence significantly increased
  • Positioned for seamless future deal closing
Case Study

Vacation Rental Portfolio

The Challenge

An investor managed 15 short-term rental properties across 3 different states. Tax compliance was a nightmare, and tracking individual property performance was nearly impossible due to jumbled expenses.

The Solution

We implemented property-level P&Ls and automated data feeds from booking platforms. We also coordinated sales tax registration and filings for each specific jurisdiction.

Results

  • Clean, separate books for every property
  • Identified significant tax savings opportunities
  • 100% compliance with multi-state sales tax
  • Clear visibility into underperforming units
Case Study

Commercial Real Estate Operator

The Challenge

A CRE operator struggled with complex triple-net (NNN) lease reconciliations and tracking Common Area Maintenance (CAM) charges, leading to billing errors and delayed payments.

The Solution

We set up tenant billing automation and a robust lease tracking system. CAM charges were recalculated monthly to ensure accurate pass-through to tenants.

Results

  • Drastically reduced billing errors
  • Improved cash flow with timely payments
  • Accurate recovery of CAM expenses
  • Better tenant relationships

Related Resources

Learn more about financial strategies relevant to your industry.

Simple, Transparent Pricing

We offer three tiers of service (Lite, Growth, Executive) tailored to your revenue and complexity. Most real estate businesses start with our Standard package for property-level reporting and multi-entity support.

View Packages & Pricing

Pricing varies by complexity (entities, transaction volume, payroll, reporting needs)

Frequently Asked Questions

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