Real Estate

Through better asset protection and cost reduction tools, our seasoned experts will help your real estate business become more financially secure, regardless of the business climate.  We understand the importance of navigating hidden costs, improving your cash flow and employing the various taxation issues to maximize your anticipated profits. Our real estate team has a long history of working with hundreds of San Francisco Bay Area-based real estate companies, including:

  • Investors
  • Owners
  • Operators
  • Developers
  • Property managers
  • Family real estate enterprises

We advise regarding:

  • Tax planning and compliance
  • Property acquisitions and dispositions
  • Due diligence
  • Investment and portfolio analysis
  • Entity planning, including:
    • Business formation
    • Optimized choice of business entity
    • Restructuring the business
    • Admission of new owners
    • Succession planning
  • Structuring of tax deferred exchanges
  • Evaluation of financing/refinancing strategies
  • Cash flow projection and evaluation of ROI
  • Debt restructuring
  • Maximization of real estate deductions
  • Implementation and compliance with Tangible Property Regulations
  • Outsourced accounting services
  • Accounting systems design and control

For more information, please contact your Real Estate advisor or Kim Zydel at (415) 655-6210 and

We are a family owned business with multiple complicated trusts and we have developed and managed commercial real estate in the Bay Area for many years. The Great Recession of 2008 created incredible pressure on the real estate market. With the help of Amy Allen and the entire team we were able to navigate our way through it when we downsized and repositioned our balance sheet. Today we have a strong balance sheet and a bright future. DZH Phillips has not only been a tremendous help with our real estate needs, but also with our family business issues. Since 2010 the second generation of our family has passed and the ownership has changed to the third generation. With the help of DZH Phillips this has been a smooth transition. I would recommend DZH Phillips to anyone who wants a creative, professional, ethical, talented and supportive team working with them.

Andrew A. Pansini, Savoy Commercial Properties