Real Estate CFO Services That Build Stronger Returns
Every great development starts with a solid financial plan. CFO & Co. helps real estate developers and their investors bring their vision to reality – with expert CFO oversight that keeps projects profitable and compliant with loan agreements.
Financial Leadership Built for Developers
From project inception to completion, our team helps you manage every financial detail with precision and foresight.
How we support real estate developers:
Project budget vs. actual reporting
Cash flash reports to control cash flow
Investor & lender reporting & compliance
Financing strategy & capital structuring
Efficient loan draw process & accounts payable management
Why Real Estate Developers Work With CFO & Co
We know your business. We understand your risk of slow approval times, construction delays, cost overruns, and escalating interest charges. Our outsourced CFOs bring clarity to your finances and cash flow.
What sets us apart:
Real estate expertise
We handle construction loan draws, budgets, investor capital calls and waterfall distributions, development fees and complex financing transactions.
Proven results
Our clients consistently see 10X returns on our fees through better cost control, lower cost financing, smooth financial operations, and improved profitability.
CRE software expertise
We have expertise with Yardi, Appfolio, QuickBooks, Rent Manager and others so we hit the ground running.
Early tax return filings and K-1 distributions
Your books are always current, so we send financials to your tax accountant early in the new year. This means you file returns and distribute K-1s far in advance of tax deadlines.
Beyond real estate: We also partner with early-stage startups managing rapid growth and nonprofit organizations managing donor funds and grants. Take a look at our full suite of CFO services.
Partner With a Fractional CFO Who Speaks Your Language
Whether you manage residential developments, commercial projects, or mixed-use portfolios, we act as your trusted financial partner – so you can focus on building.
FAQs
What do real estate CFO services offer?
For developers, operators and property managers, we oversee all financial operations – including budgeting, cash flow, draw requests, investor reporting, financing strategy and profitability analysis. We help you stay on budget and increase NOI and IRR.
What efficiencies will I gain with CFO & Co?
Your software will work smoothly with 3rd party apps like Bill.com and QuickBooks. Your loan draw process will be efficient, investor and lender reports will go out on time, development fees and investor distributions will be paid on time, your taxes will be filed early in the new year and your bookkeeper will be current with the books.
How does CFO & Co. work with my bookkeeper?
We continue the good things your bookkeeper is doing and recommend new processes to gain efficiency and simplify the books. This increases your bookkeeper’s speed and eliminates unnecessary manual data manipulation.
What kind of real estate companies do you serve?
We serve developers, operators, and property managers across all property types- multifamily, affordable housing, retail, office, industrial, and homes.
What size real estate companies do you serve?
Very small to very large. We advise small companies such as operators with 200 multifamily doors to large developers with current projects totaling $400M in development costs. Our processes replicate across properties very cost effectively. Contact us to learn how we can help you given your size.
