Financial Services
- Financial Positioning for Portfolios/Properties
- Property Operations and Financial Reviews
- Acquisition and Disposition Support
- Cost Segregation Support
Synergy Financial Services provides practical financial support to property owners to maximize the value and cash flow from their real estate investments. We are uniquely experienced to assess portfolio value and financial positioning, provide asset and operations evaluation, perform financial due diligence for acquisitions and dispositions and increase cash flow through cost segregation.
Our approach is to consider all financial, operations, accounting and legal factors in assessing the best financial positioning of any asset. One of Synergy’s strengths is to take a challenged portfolio or property and identify the most cost effective way to reposition and take advantage of market conditions.
Synergy’s Operations and Financial Review services take a proven comprehensive approach to identifying all factors in a portfolio or property that can impact cash flow and value, offering practical solutions to maximize asset value. This same approach is highly valuable in assessing the true value of a prospective acquisition or disposition. We are committed to finding all value-added potential and hidden challenges, and offering approaches to take advantage of both.
Cost Segregation is one of the few proven ways that property owners can significantly reduce their taxes and increase after-tax returns. Working with our Engineering group, Synergy has performed over 2,000 cost segregation studies using an engineering-based approach. We have one of the largest staffs in the US dedicated to cost segregation. Every property owner should consider the strong cash benefits this service can achieve.
Synergy’s Financial Services group works closely with the other divisions of Synergy to provide financial support in a context of practical real estate valuation enhancement. Our clients quickly recognize the value-added results of our combined efforts.