Finance Built Around the Portfolio
- We Speak Property; Not Just Bookkeeping
- Entity and Ownership Structures That Hold Up
- Reporting Per Property, Per Partner, Per Entity
- The Numbers Lenders Ask For, Ready Before They Ask
- Taking Filings, HST, & Admin Off Your Plate
Property Has Unique Needs
Entity and Ownership Structure
Every property added is another entity, another set of books and another return. We keep the structure legible, so a sale or a refinance does not turn into an archaeology project.
Property-Level Profitability
Portfolio numbers hide the buildings carrying the ones that are not. We report per property, so you know which is which.
Financing Readiness
Lenders ask for the same package every time. We keep it current, so a rate window does not close while you pull statements together.
Full-Range of Financial & Accounting Services
Fractional Finance Team
Executive-level financial leadership across the portfolio, without the full-time cost.
Entity & Structure Management
Books, filings and intercompany positions across every holding company and operating entity.
Property-Level Reporting
Per-building statements, distributions and partner reporting on a monthly cadence.
Tax Planning & Optimization
Capital gains, recapture, HST on dispositions, and the planning that happens well before a sale.
Lender & Investor Packages
Statements, projections and covenants kept current for the next financing conversation.
Bookkeeping & Monthly Close
Accurate books across every entity, reconciled on time, every month.
