Sector Advisory
Real Estate
Tax planning, entity structuring, and financial strategy for real estate investors, developers, and portfolio owners.
Overview
Understanding the Landscape
Real estate requires a level of financial and tax sophistication that most firms can't provide. Multi-entity structuring, 1031 exchanges, opportunity zones, and partnership allocations all need experienced counsel to get right.
We work with principals who manage significant portfolios, development pipelines, and investment vehicles. Every acquisition, disposition, and capital event has tax implications that affect your entire financial picture.
Our approach ties together entity optimization, capital structuring, and proactive tax planning so your portfolio is positioned for growth and wealth preservation across generations.
Advisory Services
How We Serve
Entity & Ownership Structuring
Multi-entity architecture using LLCs, LPs, and S-Corps to optimize liability protection, tax efficiency, and operational flexibility across your portfolio.
1031 Exchange & Deferral Strategy
Like-kind exchanges, reverse exchanges, and build-to-suit structures to maximize tax deferral and keep capital working.
Opportunity Zone Advisory
Qualified Opportunity Zone investments, including fund structuring, compliance monitoring, and long-term capital gains exclusion planning.
Cost Segregation & Depreciation
Accelerated depreciation through cost segregation studies, bonus depreciation optimization, and recapture planning for commercial and residential properties.
Partnership & Investor Reporting
K-1 preparation, waterfall distribution modeling, and investor reporting that meets institutional standards.
Capital Events & Disposition Planning
Tax modeling for property sales, portfolio dispositions, and refinancing events to maximize after-tax proceeds.
The Athena Distinction
Why Athena
- Deep expertise in real estate tax code, including IRC §1031, §1400Z, and §469 passive activity rules
- Experience across commercial, multifamily, hospitality, and mixed-use portfolios
- Reporting and governance that meets lender and investor expectations
- Proactive planning that anticipates regulatory changes
- You work directly with senior advisors, not junior staff
Our advisory engagements are powered by the Noesis™ CFO financial analysis platform, delivering real-time executive dashboards, performance analytics, and strategic insights.
Your portfolio deserves financial counsel that matches the quality of the assets within it. Let's build the strategy together.