Finance Strategy

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Ronald A. Kaplan

CPA, Partner - Commercial Real Estate Industry Leader

How the right financial strategy can drive performance and build resilience

Effective finance strategy will be based on an enterprise-wide strategy that unifies people, processes, technology, and data across departments. Doing so will require that your real estate organization has an inclusive, up-to-date financial planning strategy that integrates planning, forecasting, valuation, and capital sourcing with finance systems and processes.

How the right financial strategy can drive performance and build resilience for real estate companies

10/26/2020 | Naseem Wenzel, Ronald Kaplan

Commercial real estate (CRE) companies often must make rapid, data-driven decisions. Learn how to build a system that enables them.

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For real estate companies, capital strategy during a crisis is all about trust

11/24/2020 | Naseem Wenzel, Ronald Kaplan

For real estate businesses seeking loans or investments in the wake of COVID-19, relationships might be the difference between success and failure. Read more.

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Checklist for a trust-based capital strategy

1/25/2021

Trust, reputation, and transparency have become increasingly critical to successful funding in the CRE sector. Have you considered these key questions?

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This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its members, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.