Benefits for Real Estate Syndicators
As a syndicator you’ve got a lot of responsibilities managing both investors and investments. Here are some of the ways we can help you squeeze a little more time out of each day and a lot more profits out of your investments:
- Streamlining your accounting processes
- Tracking effectiveness of advertising
- Creating processes to track investors’ investments and profit distributions
- Customizing methods to track investment property costs (purchase, renovation, maintenance, sales/rentals)
- Maintaining meticulous books
- Strategizing with your tax professional to optimize your tax return
Streamlined Accounting Gives You an Edge
Investors depend on you to give them a high return on their investments. You need solid practices and efficient processes to maintain the integrity and profitability of your business.
We create customized, precise, accounting processes that enable you to record every financial detail. This allows you to track investors, investments, costs, and profit. It also empowers you to generate confidence-building reports for investors, efficiently monitor operations, and enhance your profits as you make decisions based on timely, accurate data.
Effective Advertising Saves Money
Do you know if your advertising is really bringing you quality investors or quickly moving your properties?
You save money when we create a process to help you decide which advertising programs are delivering the best Return on Investment (ROI) for your particular needs.
The process can also document the leads and sales from your prospecting tools. This gives you the opportunity to invest in your strongest revenue generating products.
Accurate, Up-to-date Books Produce Confidence
What else to you need? Accurate records to know how much each stakeholder has invested and their percentage of profits; registers to track costs of each property’s purchase, renovation, maintenance, rental, and/or sale.
We work with you to develop the method for tracking transactions that best suits your business model. Then we record all the day-to-day details so your books are always ready to generate reports or file taxes.
By knowing where every penny is coming from, and going to, you’re able to make the wisest decisions in allocating funds to produce the biggest ROI possible. You also generate trust with investors when they see the reliability you display through well-kept, meticulous record-keeping.
Optimized Tax Returns
Taxes are a business reality. We believe in working closely with your tax preparer who knows your tax situation better than anyone else. Together we’ll develop strategies to maximize your deductions and minimize your tax burden.
We’ll create the most advantageous depreciation schedules for your properties and assets, and come up with processes to maximize your deductions as we record your depreciation and capital improvements. We also have the experience to give tips to defer some capital gains taxes; like paying yourself by refinancing real estate and trading into larger properties using a 1031 exchange.
We help you keep your books tax-ready, saving you time and money on tax preparation services. This also helps relieve your tax-related anxieties and reassures your investors.
We strive to make your job (and life) easier by using our financial knowledge and accounting experience to benefit your business, your investors, and you.