We Help Real Estate Syndicates & Funds Reduce Taxes
We help syndicates and funds achieve financial clarity, draft error-free operating agreements, and deliver timely tax returns.
As Seen On:
Timely Tax Returns? Yes, It's Possible.
At Hall CPA, we understand the complexities of real estate syndication and the nuances that come with it. Catering exclusively to real estate operators, syndicators, and fund managers, our real estate private equity team can help you:
- Optimize GP fee and waterfall structures for tax efficiency.
- Review and structure operating agreements (OAs), private placement memorandums (PPMs), and entity structures to ensure they align with your vision.
- Provide investor relations support to build unshakable trust and confidence with your investors.
- And more!
With over 800 esteemed clients, we recognize the intricacies of successful syndication ventures. Whether you're a seasoned operator poised for growth or launching your first syndication or fund, we're here to amplify your success.
Investment Breakdown:
Typically, our private equity clientele invests between $6,000 to $12,000 annually per entity for tax and accounting services. If this is your first syndicate or fund, our Partnership Launch Advisory packages start at $5,850.
Getting Started
Eager to explore how we can enhance your syndication endeavors? Fill in the brief form below. Our team will promptly connect with you for an initial consultation or suggest alternative solutions.
If you’re not in the syndication or fund business and looking for individual tax and accounting services, please proceed by clicking here.
What other real estate investors are saying:
“I have learned a lot of valuable information that will definitely help set me and my company up for success in the future. I am so excited to implement the strategies that I have learned over these sessions as they will save me thousands of dollars in taxes.”
— Marvin Gaurino
“I really appreciate the way that you have made each of us feel as students when we ask questions. You are so welcoming of each and every question and I have really appreciated that since investors are attending your course with such varied experience, knowledge base and RE Tax training. You are willing to meet each one of us students right where we are at and that is soooo awesome!! Also, it has been very inspiring to see the way you LOVE to teach and explore the tax code. You truly enjoy what you do and that shows in a big way.”
— Erika Shannon
A bank of real estate tax resources:
🎙️ The Podcast
💡 The Blog
★★★★★
Hall CPA PLLC, real estate CPAs and advisors, helped me save $37,818 on taxes by recommending and assisting with a cost segregation study. With strategic multifamily rehab and the $2,500 de minimus safe harbor plus cost segregation, taxes on my real estate have been non-existent for a few years (and that includes offsetting large capital gains from the sale of property).
Mike Dymski - Business Owner