Real Estate
Accounting & CFO Advisory for Real Estate Companies
Real estate accounting requires property-level financial visibility, investor reporting, and the ability to manage complex entity structures. SRG builds the finance function to handle that complexity and give operators and investors the reporting they need.
Schedule a CallFinancial Operations
Where Finance Functions Break Down in Real Estate
Property-level books maintained in separate files or systems with no consolidated view — operators and investors can't see portfolio performance without a manual aggregation exercise
Investor distributions calculated in spreadsheets with no audit trail, creating exposure when a limited partner questions the calculation or a tax event requires documentation
Debt covenant compliance tracked informally or not at all, with no systematic process for monitoring ratios and preparing lender reporting packages on schedule
CAM reconciliations that are completed late or inaccurately, creating disputes with tenants and delayed recovery of operating expenses
What We Handle
Finance Services for Real Estate
- Property-level P&L and cash flow reporting
- Investor distribution and waterfall calculations
- Entity structure management and intercompany accounting
- Lease accounting and CAM reconciliation
- Construction draw accounting and project cost tracking
- Debt covenant monitoring and lender reporting
- Property acquisition and disposition accounting
- Fund-level reporting for real estate investment vehicles
Why SRG
Property-Level Visibility, Fund-Level Reporting
Basic accounting support records property-level transactions. Financial Operations for a real estate company means your property books roll up to a consolidated portfolio view without a manual aggregation exercise, investor distributions are calculated from the general ledger with a documented audit trail, debt covenant ratios are monitored on a defined schedule rather than checked when a lender asks, and CAM reconciliations are completed accurately and on time. SRG builds that infrastructure for operators managing single assets, multi-property portfolios, and fund structures — and runs it as an embedded part of the organization.
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