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The real estate industry is still in recovery from the financial crisis. While the economy has been kinder to real estate growth, rising interest rates and greater compliance costs have kept developers guarded. Finding success in this ever-changing landscape requires experience, patience, and training. The Whittlesey team monitors economic changes and industry trends to deliver sound business advice and services when key decisions need validation.

Whittlesey’s experienced real estate team specialize in commercial real estate accounting services and IT solutions, including assurance, tax, technology, and advisory services. We also provide strategic support and valuable services for affordable housing projects. Our team works with you through the entire real estate cycle, from entity selection and project planning through operational management to disposition. It's a side-by-side collaboration with a broad spectrum of owners, investors, and operators to drive strategic growth for all of our clients.

How We Can Help

Assurance
As part of our assurance services, we perform audits, review, and compilations. We also assist owners in monitoring various types of agreements, internal testing, and policy overviews.

We also offer specialty reports, including:

  • Agreed-upon procedures
  • Rules and regulation compliance
  • Internal control reports

Advisory
Our advisory services are applicable through the entire real estate cycle. We assist with:

  • Strategic planning
  • Operational Review
  • Exit strategy
  • Loan staff
  • Litigation support

Tax
Our tax services spans planning, compliance, and dispute resolution geared towards achieving optimal growth. Our planning services consist of:

  • Entity selection and formation
  • Tax modeling and operational projections
  • Tax deferral, and rate strategies
  • Cost segregation studies and lease accounting analysis and testing
  • Refinancing, debt restructuring, and alternative financing sources
  • Special allocations surrounding IRC section 704(b), minimum gain, and debt allocations
  • International tax strategies
  • Acquisitions/dispositions
  • Business reorganizations and restructuring

Technology
We offer a variety of technology services, including:

  • Regulatory compliance review
  • IT policy and procedure consulting
  • Disaster recovery and business continuity planning
  • Cybersecurity
  • Risk assessment and strategic planning
  • Network security design

Whittlesey excels in providing sophisticated tax and accounting services to our firm, affiliates and partners. We find everyone at Whittlesey to be very responsive, professional and friendly. We heartily recommend Whittlesey to all.

- Nick Chermayeff, Principal, Barrow Street

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