Most commercial real estate investors focus heavily on physical due diligence — inspections, environmental reports, and site analysis.

But many overlook a critical part of the deal: financial and tax strategy.

In this episode of Commercial Real Estate Now, host Karly Iacono sits down with Brian Lovett, Partner at Withum, to discuss why CPAs should be involved before a deal closes, not after.

They cover:

• Why CPAs should be part of your deal team early

• The financial due diligence investors often overlook

• What rent rolls really reveal about a property

• Understanding the difference between in-place rents and projected income

• Structuring acquisitions for tax efficiency

• Depreciation strategies in real estate investments

• How accountants help investors make smarter acquisition decisions

If you’re buying commercial real estate, understanding the financial and tax implications of a deal can significantly impact your returns.

This episode breaks down how smart investors use tax professionals to evaluate opportunities and protect their upside.

#CommercialRealEstate#CREInvesting#RealEstateInvesting#RealEstateTax#TaxStrategy#CostSegregation#InvestmentProperty#CRE#RealEstateDueDiligence#realestatedeals

Warning-IRS Circular 230 Disclosure: CBRE and its affiliates do not provide tax advice and nothing contained herein should be construed to be tax advice. Please be advised that any discussion of U.S. tax matters contained herein is not intended or written to be used, and cannot be used, by the recipient of any Information for the purpose of avoiding U.S. tax-related penalties; and was written to support the promotion or marketing of the transaction or other matters addressed herein. Accordingly, any recipient of this video should seek advice based on your particular circumstances from an independent tax advisor. You also agree that the information herein down not constitute legal or other professional advice and you should obtain legal advice from a qualified attorney licensed in your state. The opinions contained in this video are those of Karly Iacono and may not represent those of CBRE. All content is for educational purposes only. The following content may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and CBRE or Karly Iacono.

Why Every Real Estate Investor Needs a CPA on Their Deal Team

Commercial Real Estate Now

Why Every Real Estate Investor Needs a CPA on Their Deal Team