Premier Real Estate CFO Services

Expertise in Real Estate Financial Management

Stonehan Accountancy, P.C. (Stonehan) brings unparalleled expertise in financial and business management for the real estate industry. In a complex and rapidly evolving environment, Stonehan offers the financial guidance and assurance that your real estate investments are meticulously managed. Whether overseeing a single rental property or substantial real estate holdings across multiple states, we assist in buying, selling, trading, and investing while maintaining financial organization throughout the process. Entrust Stonehan with your real estate financial needs and benefit from a CFO who comprehends the intricacies of real estate. Our services range from deal strategy and investor relations to software selection, implementation, and process improvement, supported by our extensive background.


  • Multifamily Residential

  • Hotels

  • Land / Land Development

  • Retail

  • Condominium Conversions

  • Owner Associations

  • Industrial Buildings

  • Mixed-Use Properties

  • Commercial Office Buildings

We provide tailored financial services to investors, developers, agencies, property managers, REITs, family and estate enterprises, and other real estate-related businesses. Allow Stonehan to orchestrate the financial elements of your real estate business, ensuring optimal planning, implementation, management, and control.


We aid business owners and investors in evaluating real estate opportunities, enabling informed decisions based on financial goals and risk tolerance. Our services include assessing current market conditions, analyzing past performance, and providing insights into future projections while challenging underlying assumptions.

Our Real Estate Financial Services Include


  • Scrutinize seller documents and property information, including rent rolls, operating statements, tenant leases, accounting records, real estate tax bills, loan agreements, vendor contracts, and other agreements.

  • Assemble due diligence packages for sale properties and liaise with buyer’s representatives, brokers, attorneys, and other parties.

  • Review purchase and sale agreements and negotiate key provisions.

  • Oversee settlement sheets and coordinate transaction closings.


  • Review and negotiate lease agreements.

  • Negotiate lease restructurings and modifications.

  • Reconcile lease revenues with financial statement revenues.

  • Summarize and abstract leases.

  • Review escalation and pass-through calculations for taxes, operating expenses, CPI, and utilities.

  • Evaluate multiple lease proposals and provide advisory services.


  • Establish and review project development budgets.

  • Implement internal control procedures for contract procurement, project status reporting, cost recording, and forecasting.

  • Analyze actual development costs versus budgets, providing variance reports.

  • Develop cost segregation strategies for depreciation purposes.


  • Create annual budgets and long-term forecasts for company operations.

  • Develop financial models for real estate transactions, including acquisition, development, property operations, debt, and equity structures.

  • Review and test existing real estate models and underlying assumptions.


  • Assist with raising debt and equity for transactions, establishing new financing sources, and maintaining existing relationships.

  • Create loan packages and analyze funding alternatives.

  • Review term sheets, loan documents, and negotiate favorable terms.

  • Interface with lenders, attorneys, and other parties throughout the loan process.

  • Continuously review debt covenants for compliance.

  • Support equity raises by providing pro forma financial information and presenting to potential investors.

Startup Consulting Services

Stonehan assists real estate development and property management companies in assessing their needs, developing strategic technology plans, and guiding the implementation of new systems. We evaluate current systems, recommend improvements to reduce inefficiencies and collaborate with management to identify and select technology solutions tailored to business needs.


  • Selection and implementation of commercial and residential property management software.

  • Job costing, work order management, investment management, and other technology solutions for the real estate industry.

Additional Outsourced Real Estate Services

  • Structuring complex transactions – debt and equity.

  • Loan financing, refinancing, and restructuring.

  • Debt covenant compliance.

  • Operational reviews.

  • Operating cost analysis and expense reduction strategies.

  • Revenue analysis and evaluation of new opportunities.

  • Contract review and compliance.

  • Guidance on choice of entity.

  • Loan draw reviews and interfacing with lenders and equity partners.

  • Audit preparation assistance.

  • Tax strategy development.

  • Staff management – front office and back office.

Stonehan Accountancy, P.C. provides a comprehensive suite of services, ensuring that your real estate financial operations are managed with the utmost precision and sophistication. With our Big4 level experience and private equity real estate background, we deliver unparalleled expertise to our esteemed clients.

What My Clients Are Saying...

“James has been instrumental in driving our investment structures and initiatives to be the most tax-efficient possible. His experience as a private equity CFO has proved invaluable to us on our routine calls.”

Tyler Lyons, Chief Investment Officer

“Stonehan has worked closely with me over the years to deliver timely custom KPI reports and financial statements that help me get a whole picture of my real estate portfolio and tax position. Over the years James has become a trusted advisor to my family and takes care of our comprehensive tax strategy.”

Ivan Matthew, Real Estate Developer

“After frustrating delays and a lack of professionalism from our prior tax preparer, working with Stonehan Accountancy has given us a great peace of mind to know that our investors are getting their K1s timely done by someone who cares, follows proper tax law, and has Big4 level experience.”

Hunter Thompson, Founder, ASYM Capital

Stonehan Logo