Bookkeeping isn’t enough for real estate and construction businesses. They need both Controller oversight to ensure accurate financial reporting and CFO support to help maximize profitability.
Financial modeling, acquisition underwriting, development pro formas, financial planning & analysis (FP&A), cash flow management, investment & financing analysis, budgeting & forecasting, profitability & performance analysis, capital & liquidity strategy, strategic planning, M&A support, and executive financial advisory.
Bookkeeping and Controller-level oversight, month-end close, accounting cleanup, account reconciliations, chart of accounts design, financial reporting, AP/AR oversight, property and entity-level accounting, general ledger management, job and project cost accounting, cash management, internal controls, and journal entries.
Rent Roll Administration, Security Deposit Trust Accounting, Owner Distributions, Property-Level Financials, Maintenance & Turnover Expense Allocation
Construction Draws, Capital Calls, IRR & Equity Waterfalls, Interest Capitalization, Cost Segregation Tracking, Pro Forma Modeling
Work-in-Progress (WIP) Schedules, Percentage-of-Completion Accounting, AIA Progress Billing, Subcontractor Retainage Tracking, Over/Under Billings Analysis
We exclusively serve the real estate and construction industry. Our experienced team of 100+ accounting professionals understands the financial complexities of development, construction, property management, investor reporting, treasury management, and lender compliance—delivering the specialized expertise investors and contractors depend on.
OUR LEADERS
DOUGLAS KOHN, CPA
FOUNDER & CFO
20+ years of experience in finance and real estate, including leadership roles with Newmark and prominent real estate companies across New York and Florida.
ANNA KOHN, PHD
PARTNER
Finance and business leader with 20+ years of experience, including Microsoft and S&P, with deep expertise in entrepreneurship, operations, and business strategy.
DAVID KOHN, CPA
PARTNER
Former bank owner and seasoned real estate finance executive with 50+ years of experience in banking, real estate investment, financing, and financial strategy.
CONTACT
Ultramar Real Estate provides structured financial support for real estate and construction businesses nationwide, with a focus on Florida, New York, New Jersey, Texas, California, Washington, Arizona.
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