Real Estate Development & Investment Advisory
Financial perspective for the decisions that shape real estate projects and investment returns.
Plan Your Investment with Certainty
More Variables. Better Financial Visibility.
Whether you are investing in or developing commercial, single-family, or multifamily real estate, profitability is influenced by a wide range of internal and external factors.
Market conditions, project costs, interest rates, income and property taxes, cash flow, debt, equity, and entity structure can all affect the value and financial performance of a development or investment.
DMJPS helps real estate developers and investors evaluate these variables, understand the financial and tax implications of their options, and make informed decisions throughout the life of an investment.
Structuring the Capital Behind a Project
Access to capital is critical to the success of a real estate development. Because each project and ownership group is different, financing and entity structure should be evaluated in the context of the development, investors, and long-term goals.
Traditional & Alternative Financing Structures
DMJPS helps clients evaluate financing alternatives including traditional bank debt, alternative debt arrangements, and equity financing.
Ownership Structuring
New projects often bring together new investors and ownership structures. Evaluating partnerships, limited liability companies, and other structures can help address considerations such as profit sharing, ownership changes, and buyouts.
Financial Modeling & Projections
Developments often span several years. Financial modeling can help owners and investors evaluate the variables that may affect project performance over time and understand how changes in financing, costs, timing, or market conditions may influence financial outcomes.
Tax Planning Around the Property
Real estate can create significant tax considerations as properties are acquired, developed, improved, operated, and sold. Careful planning can help investors understand available opportunities and avoid unnecessary tax consequences.
Real Estate Costs & Depreciation
Tax rules may provide opportunities to expense or segregate qualifying real estate costs for more advantageous depreciation treatment. Real estate investors are often well positioned to evaluate these opportunities.
Section 1031 Like-Kind Exchanges
Selling one property to invest in another can create significant tax consequences. When applicable requirements are met, a Section 1031 exchange may allow eligible gain to be deferred as investment moves from one qualifying property to another.
Special Tax Elections
Real estate activities can be affected by tax rules that restrict losses or otherwise influence tax treatment. Appropriate planning and elections may help reduce the effect of these limitations.
Green Building & Energy Incentives
Developers may also benefit from applicable federal or state incentives associated with qualifying energy-efficient improvements, including deductions such as Section 179D when available.
Keeping the Big Picture in View
Real estate decisions rarely come down to one number. Project costs, financing, interest rates, taxes, cash flow, and market conditions all play a part, and changes in one area can affect the return of a project or portfolio.
DMJPS helps developers and investors weigh those factors together, understand the financial impact of each decision, and plan from acquisition and development through ownership and eventual disposition.
Our People
Meet Our Real Estate Development & Investment Team
Our professionals work alongside developers and investors on financing, ownership structures, tax planning, project costs, and long-term investment decisions. From evaluating a new development or restructuring an ownership group to considering another investment or planning a property disposition, DMJPS brings the right accounting, tax, and advisory professionals to the conversation. Meet our team or contact us to discuss your development or investment plans.
Industry Experience
From construction and manufacturing to healthcare and real estate, see how we help organizations across North Carolina and surrounding states.
Keep Exploring
See our full range of services and learn how DMJPS can support your business through changing needs and new opportunities.
Helpful Resources
Explore helpful resources, tools, and updates from the DMJPS team to help you stay informed and plan ahead.