Real Estate

In the ups and downs of real estate, you need financial advisors who can help you structure the right deal, manage it well, and get the most from your time and investment. Carlson Advisors helps you navigate the market whether you buy, sell, build out, or manage residential and commercial real estate properties. We’ve analyzed every kind of partnership, advised on the tax consequences of transactions, and assisted with the systems and budgets of managing several entities.

Along with our long-standing network of lending relationships, we can assist you with negotiations, cash flow projections, debt restructuring, tax compliance, and sale/leaseback analyses. We will help you assess the best debt or equity financing option and timing to purchase, lease or sell property for the best tax benefit.

Our nationwide client base includes:
  • Development companies
  • Management companies
  • Real estate owners and investors
  • Custom home builders
  • Brokers

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