Overcome Market Volatility
Rising interest rates, increasing costs, and regulatory complexities make it more challenging for commercial real estate professionals to protect margins and ensure long-term stability. Investors and owners must carefully structure deals, manage cash flow, and navigate tax incentives to remain competitive.
CBIZ delivers customized solutions to help you optimize tax positions, secure financing, manage operational risks, and streamline financial reporting. Whether you need assistance with cost segregation studies, insurance planning, or risk mitigation strategies, our team provides the insights and tools needed to make informed, strategic decisions.
Sector Focus
Deep expertise for the challenges and opportunities of real estate investments.
Developers
Optimize project financing, tax incentives, and risk mitigation to maximize returns on new developments.
Owner/Operators
Enhance asset value, reduce tax liabilities, and implement financial strategies for long-term profitability.
Real Estate Investors
Navigate market conditions, structure investments efficiently, and optimize cash flow management.
Property Management
Improve operational efficiency, reduce liability exposure, and streamline financial reporting for properties.
REITs
Ensure compliance, enhance shareholder value, and develop tax-efficient investment structures.
Brokerage Firms
Strengthen financial planning, transaction structuring, and commission compensation strategies.
Maximize Value & Minimize Risk
Financial Solutions
Maximize cash flow and maintain financial stability with CBIZ financial solutions that help property owners, investors, and developers optimize tax strategies, manage risk, and enhance financial reporting.
Financial Statement Audit
Ensure financial transparency and compliance with comprehensive audit and assurance services tailored for real estate firms.
Learn MoreFinancial Accounting & Advisory Services
Streamline financial operations by outsourcing accounting and tax functions, allowing your real estate businesses to focus on growth.
Learn MoreCost Segregation Studies
Maximize tax savings by identifying eligible assets for accelerated depreciation, improving cash flow for property owners.
Learn MoreEstate Planning
Protect real estate assets and minimize tax liabilities with customized estate planning strategies for long-term wealth preservation.
Learn MoreTax Solutions
Balance regulatory compliance with strategic tax planning to optimize returns and reduce liabilities. Our comprehensive tax solutions help real estate businesses leverage tax-saving opportunities, address multi-jurisdictional compliance, and manage the tax implications of acquisitions, dispositions, and property holdings.
Entity Structuring Tax Services
Structure real estate holdings and joint ventures to optimize tax efficiency, manage profit and loss allocations, and ensure compliance with complex tax regulations.
Learn MoreSales & Use Tax Compliance
Manage multi-state sales and use tax obligations related to property development, construction materials, and leasing operations to reduce liabilities and ensure compliance.
Learn MoreProperty Tax Consulting
Minimize property tax liabilities through valuation reviews, assessment appeals, and tax savings strategies for commercial, residential, and mixed-use properties.
Learn MoreTax Outsourcing & Co-sourcing
Support for real estate firms with comprehensive tax compliance and reporting services, leveraging technology to improve efficiency and meet deadlines.
Learn MoreValuation Advisory
Proper real estate valuation is essential for financial reporting, tax planning, and investment decision-making. CBIZ provides valuation services tailored to the commercial real estate sector.
Real Estate Valuation
Ensure accurate real estate valuations for tax compliance, financial statements, and regulatory reporting.
Learn MoreComplex Valuation Advisory
Deliver accurate, defensible valuations for real estate transactions, financial reporting, and tax planning.
Learn MoreInsurance Appraisals & Tangible Value Assessments
Conduct property and asset valuations to ensure appropriate insurance coverage and risk protection.
Learn MoreRisk Management & Compliance
From property damage and liability concerns to cybersecurity threats and regulatory compliance, commercial real estate businesses must proactively manage risks. CBIZ helps property owners and managers develop risk mitigation strategies to protect assets and operations.
Enterprise Risk Management
Develop tailored risk management strategies to address property, financial, and operational risks.
Learn MoreTenant Advisory
Optimize lease negotiations, reduce occupancy costs, and align space strategies with business goals through skilled guidance.
Connect with a SpecialistBusiness Continuity & Disaster Recovery
Create and implement continuity plans to minimize disruptions and protect property investments.
Learn MoreInsurance Solutions
In today’s competitive commercial real estate market, protecting assets and managing risks is key to sustained growth. CBIZ offers tailored insurance solutions to address your unique challenges, from property and liability coverage to risk management and specialty services. We focus on understanding your needs to deliver strategies that mitigate risks and safeguard your portfolio’s future.
Comprehensive Coverage
Protect your properties, mitigate liability risks and ensure business continuity with customized solutions.
Learn MoreExecutive Risk Protection
Shield your leadership team with customized solutions for liability, errors, and complex risks.
Learn MoreLoss Control Services
Mitigate risks and protect your property with tailored loss control strategies, safety training, and compliance support.
Learn MoreClaims Management
CBIZ guides you through insurance claims, ensuring timely resolutions and protecting your interests.
Learn MoreAlternative Risk & Captives
Customized strategies to manage unique risks, reduce costs, and gain greater control over your insurance.
Learn MorePremier Client Services
Tailored insurance for real estate investors to protect personal assets and ensure peace of mind.
Learn MoreHuman Capital Management
Attracting and retaining skilled professionals is essential for managing real estate operations effectively. CBIZ provides solutions to optimize workforce management, employee benefits, and compensation strategies.
Benefits Consulting
Optimize your employee benefits strategy with cost-effective, customized solutions that enhance recruitment, retention, and employee engagement.
Learn MoreHR Technology
Improve performance and efficiency with integrated HR technology and workforce solutions that support growth.
Learn MoreRetirement Plan Consulting
Optimize plan administration, investment strategies, and compliance to support employee financial wellness.
Learn MoreTechnology Solutions
As the real estate industry undergoes a digital transformation, technology plays a crucial role in optimizing property management, improving transaction efficiency, and securing financial data. Implementing the right tech solutions helps real estate firms enhance operational agility, strengthen cybersecurity, and deliver superior client experiences.
Cybersecurity Protection
Safeguard sensitive client data, financial transactions, and property records with cybersecurity strategies that prevent fraud, hacking, and unauthorized access.
Learn MoreAI Consulting & Implementation
Utilize AI-driven insights to enhance market analysis, automate lease processing, and improve property valuation modeling.
Learn MoreERP Selection & Integration
Deploy ERP solutions that support asset management, lease tracking, and financial reporting to improve operational efficiency.
Learn MoreCloud Services & Infrastructure
Migrate property management systems, financial data, and leasing platforms to the cloud for enhanced accessibility, security, and streamlined operations.
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