Be sure you’ve developed a plan with a CPA team that delivers industry expertise.  

Our team combines in-depth national real estate industry knowledge with years of technical experience to provide auditing, consulting, and tax services to some of the largest real estate investors in the U.S. We efficiently assist clients with complex projects in all areas of deal and tax structuring and financial reporting so they can make well-informed, timely business decisions. From projects in the millions to portfolios in the billions, CRI can help you strategize, protect, and maximize your investment goals.

CRI’s clients include some of the real estate industry’s largest investors, including:

3 Reasons Cost Segregation Studies Can Cause Investors To Jump For Joy

Overview of SEC Regulation S-X Rule 3-14

Solutions Simplified

Down-to-earth descriptions of our services.
Accounting & Auditing Services

Services Also Available for Institutional Real Estate

SEC Rule 3-14 of Regulation S-X

We provide audit services for clients in accordance with Rule 3-14 of Regulation S-X, which requires the financial statements of each significant operating real estate property (or portfolio of properties) acquired to be filed in a Form 8-K and in all transactional filings (registration statements and proxies).

SEC Rule 3-05 of Regulation S-X

We help clients determine whether an acquired property qualifies as a “business” in the eyes of the SEC (in which Rule 3-05 generally applies) and perform the required audit services. In general, the Rule requires businesses to file all financial statements within 75 days of the acquisition.

Advisory Services

Business Support & Transactions Services

Employee Benefit Plan Services

Governance, Risk & Assurance Services

IT Audits & Assurance Services

Tax Services