Real Estate Tax Advisory, Run by an Operator
Most real estate tax advice comes from people who have never carried a construction loan. Ours doesn't. Advise RE is led by an operator: licensed broker, licensed general contractor, 50+ units developed. We advise investors and developers in every state.
Tax prep looks backward. Advisory looks forward. The plan has to happen before the year and the transaction close, because that's when the options still exist. From hands-off to "I want to learn everything there is," we meet you where you are.
How we work
Foundation: structure and plan
A fixed-scope engagement covering entity review, depreciation strategy, and a written tax plan for your portfolio and the next twelve months. We evaluate tax structuring options and their effect on your tax liability under applicable tax rules. Your plan explains the recommended steps and why they matter.
Year-round advisory
The plan, plus the year: quarterly check-ins, support on every transaction, projections before December while moves are still possible. And the returns are filed by the same team that wrote the plan.
Acquisition & development advisory
For clients buying, building, or repositioning, delivered through two specialist lanes:
What we're deep in
We've run engagements where the client has strong positive cash flow and taxable income at or below zero. Legally, through depreciation planning and exchange strategy. That's the standard we plan toward.
Who this is for
A good fit
You own rental property or you're closing your first commercial deal; you have income worth protecting; you want a plan, not just a filed return.
Not a fit
If you need one return filed cheap and fast, we're not your firm. No hard feelings.
How to start: apply, then schedule
- 1.Tell us about your portfolio and goals. Five questions, two minutes.
- 2.We read every application. If we're a fit, our calendar link is in your inbox within one business day. The calendar itself is never public, so every call on it is one we chose to take.
- 3.On the first call: your situation, your options, and whether we should work together.
There's no pricing on this page because no two portfolios are the same. But you'll know exactly what the engagement costs before you commit to anything.
1031 Exchanges & Partnerships: How the Drop and Swap Strategy Works
Watch on YouTube → @AdviseREFair questions.
How is this different from my current CPA?
Most firms file what already happened. Advisory means we're in the deal before it closes and in the year before it ends. And we own property ourselves, so the advice comes from the operator's chair, not just the tax code.
Do I have to be in California?
No. LA is home base; our advisory clients are nationwide.
Will you work with my attorney and financial advisor?
Yes. The plan only works if everyone executes the same one. We're used to being the coordination point.
When does advisory pay for itself?
The value depends on the decisions ahead of you, such as a purchase, sale, entity change, or depreciation strategy. We weigh potential tax savings against implementation costs before recommending a strategy. For an acquisition, that analysis forms part of the financial and tax due diligence.
Where appropriate, we arrange and review cost segregation studies prepared by independent providers. Advise RE does not perform the studies itself.
What happens after I apply?
A person reads it: not an algorithm. If we're a fit, you'll get our calendar link within one business day and pick a time. If we're not, we'll tell you quickly and point you somewhere sensible.
Tell us about your portfolio.
Five questions, two minutes. A person reads every application. If we're a fit, our calendar link lands in your inbox within one business day. If we're not, we'll tell you quickly and point you somewhere sensible.