Your back office should work as hard as you do.
FRACTIONAL CONTROLLER FOR COMMERCIAL REAL ESTATE
CRE8 Financial provides outsourced accounting and finance services built specifically for CRE operators and developers.
THE GAP
You’ve outgrown your bookkeeper. You’re not ready for a full-time controller.
Most CRE operators hit a point where the books stop being simple. You’ve got multiple entities, lender reporting requirements, draws to manage, investor packages to send — and the person handling your books wasn’t built for that level of complexity.
Hiring a full-time controller is a $120K+ commitment that doesn’t make sense when you’re running lean. And your tax CPA? They’re great at year-end, but they’re not set up to be your month-to-month finance team.
That’s the gap we fill.
WHAT WE PROVIDE
Full-scope controllership, tailored to CRE.
We embed into your operations as your outsourced accounting department — handling the day-to-day finances so you can focus on deals.
Controllership & Accounting
- Monthly financial statement preparation and reconciliation
- Professional-grade financials that satisfy lenders and investors
- Accurate records that prevent costly budget surprises
Financial Operations & Treasury
- Payment processing that keeps operations running smoothly
- Payroll administration so your team gets paid accurately and on time
- Vendor management and payment workflows that maintain relationships
Draw Management & Job Costing
- Draw requests prepared and submitted so you get funded on time
- Budget tracking that catches overruns before they're a problem
- Clean documentation that keeps lenders happy and draws moving
Lender & Investor Compliance
- Reporting packages that satisfy covenants and LP requirements
- Compliance tracking that prevents technical defaults
- Quick turnaround when capital partners request data
Cash Flow & Financial Modeling
- Cash flow forecasts showing exactly when you'll need capital
- Waterfall models for investor distributions and holdbacks
- Scenario planning so you know how changes impact returns
Tax Efficiency Guidance
- Tax return review to catch errors and ensure accuracy
- Entity structure recommendations to optimize tax position
- Coordination on cost seg, §163(j), and other CRE-specific strategies
WHO WE WORK WITH
Built for firms that own the asset.
We work with principals who have real transaction volume and reporting obligations.
CRE Operators
You provide asset management and property management services across an established portfolio — multifamily, office, industrial, retail. Whether you're earning through management fees, equity promotes, or a combination, you've got multiple entities, investor reporting obligations, and a financial picture that's too complex for a basic bookkeeper. We handle the monthly close, lender compliance, LP packages, and cash flow visibility so you can focus on operating the assets.
Developers
You're building ground-up — either as an owner's rep or putting up the capital yourself. Construction draws, lender compliance, AIA documentation, job costing, investor reporting — the financial complexity on a development deal is a different animal. We manage the draw process, keep your budget tracking clean, ensure compliance with your construction loan and LP agreements, and give you real-time visibility into where every dollar is going from dirt to CO.
GET STARTED
Let's see if we're the right fit.
We'll learn about your portfolio, walk through how we work, and figure out whether CRE8 makes sense for you.