Just released: The Operating Mindset of Running a Fund — a fund admin roundtable discussion. Watch now

REPORTS AND WHITEPAPERS

2026 Real estate accounting and tax sentiment report

Insights from 200 senior CRE professionals on how firms are navigating tax changes, accounting complexity, and AI adoption.

Download the full report now

Unlock data-driven insights into how real estate firms are adapting to a shifting accounting and tax landscape.

The commercial real estate landscape is shifting. High rates, tighter capital markets, and rising investor expectations are reshaping how firms manage accounting and tax operations. With new regulations like the One Big Beautiful Bill Act adding complexity, teams face more manual work, higher reporting demands, and a need for better visibility.

To understand how firms are responding, Agora partnered with Talker Research to survey 200 senior CRE professionals across the U.S. This report highlights the key accounting challenges, tax strategies, and technology trends shaping 2026.

Top takeaways from 200+ CRE leaders

  • Manual work is the biggest accounting challenge

    43% cite manual or administrative work as their top hurdle, rising to 69% in the Southwest.

  • Monthly close remains fast for most firms

    42% close in fewer than five business days, with an average close time of 6.9 days.

  • Younger leaders are most prepared for new tax rules

    50% of Gen Z respondents are actively preparing for upcoming tax and compliance changes.

  • Tax savings are expected to have the biggest financial impact

    35% say tax savings from the One Big Beautiful Bill Act will most affect their strategy.

  • AI adoption is strong across the industry

    63% of firms feel comfortable integrating AI into accounting and tax processes.

  • Firms expect workloads to rise in 2025–2026

    40% anticipate a moderate increase of 10–25% in tax and compliance-related work.