What is Deal Team Coordination?
Deal team coordination makes sure everyone around a commercial real estate transaction is working from the same tax and cash-flow story. Owners, brokers, investors, CPAs, engineers, and qualified intermediaries all have a role—but if each party is modeling the deal with different assumptions about cost segregation, 179D, 1031, or other incentives, the numbers can stop matching and confidence drops.
Tax Logic CRE™ steps in as the connector. We help align how tax strategies are modeled, documented, and communicated so the deal team sees one consistent after-tax picture instead of three or four competing versions.
Why Deal Team Coordination Matters
A deal can look strong in the broker’s OM, conservative in the sponsor’s model, and risky in the CPA’s version—all based on different tax inputs. When nobody is quite sure which set of numbers to trust, decisions stall or get pushed to the last minute.
By coordinating the deal team, we align assumptions about depreciation, deductions, and deferrals before the pressure of closing hits. Everyone understands how the tax strategy works, how it affects after-tax ROI, and what’s being presented to buyers, lenders, and partners.
Align Expectations
Get brokers, investors, CPAs, and engineers on the same assumptions early.
Protect Momentum
Avoid last-minute remodeling that creates doubt or delays.
Strengthen Confidence
Show that the tax story is intentional, documented and defensible.
