Real Estate Owners
When a family’s wealth is in property, the real financial work sits in the companies that own the buildings: their books, their lenders and their guarantees.
The Financial Side of Each Building
Each Building’s Company
We keep each company’s books, returns and bank accounts up to date, so you can see how each building is really doing.
Mortgages and Guarantees
We put every renewal on the calendar with time to prepare, and keep a record of the personal guarantees the family has signed.
Selling or Transferring a Building
We work out the income tax and any HST before the agreement is signed.
Property Managers
We reconcile their reports to each company’s books and bank accounts. Leasing, tenants and day-to-day operations stay with them.
Insurance
We keep each building’s policies and renewal dates on record, and your broker reviews the coverage.
Loans the Family Has Made
We track and reconcile the payments on each loan, so the family knows what it is owed.
How We Help
We run the finances of each property company and keep your advisors on the same figures.
One Plan for Your Advisors
We keep one list of what your broker, lawyer, lenders and property managers are each handling.
Fractional CFO
We look after cash, lenders and guarantees across every building company.
Bookkeeping and Tax Compliance
We keep the books for each property company and prepare its tax returns.
Tax Planning
We plan the tax on buying, selling or reorganizing property in advance.
What to buy or sell, and at what price, is your decision.
See the Whole Portfolio
Bring a list of the buildings and the companies that own them.