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
★★★★★
As our business has grown, Hall CPA PLLC's involvement has proved instrumental. Thanks to their specialization in real estate, they provide value well beyond "bookkeeping" as they understand the nuances of both the tax code and the real estate industry. Their focus on planning enhances our sense of clarity with respect to our tax position, but also with respect to our business goals. We've been able to leverage their real estate investing experience to circumvent the inevitable roadblocks we encounter along our path to growth. Another perk to the Firm's real estate-centered approach is the vast network to which you become a part when they join your team. The Firm's client base knows no geographical bounds, and they work with experts in every facet of the business.
Anonymous - Business Owner