Agora Opens Up: The systems you already run, synced into Agora. Explore Agora Connect →
REAL ESTATE ACCOUNTING SERVICES
Real estate accounting services for investment firms
Trusted by 1400+
customers worldwide
Case study
“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
Lynn Glantz
Head of Investor Relations
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Nicole Warwood
Chief Financial OfficerManaged real estate accounting services
Reconcile every account against your investor records
Agora’s accountants match each transaction across your bank accounts and your property management software every month. Discrepancies are flagged and resolved during the monthly close.
Daily bookkeeping by real estate accountants
Agora assigns accountants who work only with real estate firms to post your journal entries and track property-level activity daily. They already understand real estate depreciation and preferred returns.
Tax filings and K-1 delivery
Agora’s CPAs prepare your property-level and entity-level filings from books their own team already keeps. Finished K-1s post straight to each investor’s portal, where investors can download them.
THE ANSWER
The real estate accounting services solution
Agora replaces part-time bookkeepers and year-end catch-up work with one accounting team on your platform.
Work with a dedicated team
A dedicated CPA and bookkeeper are assigned from day one, and your books close on a fixed monthly schedule.
- Dedicated CPA and bookkeeper assigned
- OCR and AI transaction matching
- Discrepancies flagged and resolved early
- Books closed on a fixed schedule
See the work in progress
The Accounting Center shows what your team is handling now and the filing status of each entity.
- Live task view in the Accounting Center
- Filing status per entity and return
- Monthly and quarterly financial statements
- K-1 progress tracked to delivery
Plan taxes year-round
CPAs plan your tax position during the year and support audits, not only file at year end.
- Property-level and entity-level tax filings
- Year-round tax planning, not just filing
- Fund-level administration when needed
- Full audit support
THE PROCESS
How Agora manages real estate accounting
Four steps from data migration to filed returns.
Migrate your records
We review your current books and move the data over.
Close each month
Receive monthly and quarterly statements on a fixed calendar.
Track the work
The Accounting Center shows what your team is handling right now.
Plan and file
CPAs plan through the year, then file your returns and K-1s.
BUILT FOR REAL ESTATE
Who uses real estate accounting services
Every team in the firm relies on accurate books delivered on schedule.
- FUND MANAGERS
- IR PROFESSIONALS
- CFOs & COOs
Scaling books across many entities
- One accounting team across all entities
- Consolidated statements without merging spreadsheets
- Fixed monthly close on every fund
- Costs that scale below in-house hiring
FUND MANAGERS
AI where it helps.
Human where it matters.
Agora’s proprietary AI tools extract data, support transaction categorization, run checks, and surface anomalies. Your dedicated bookkeeper and CPA review the work, resolve exceptions, and stay accountable from start to finish.
Discover what Agora can do for you
Proven execution at scale
Real estate accounting means managing entities, partnership structures, and tax deadlines across every new investment.
Agora pairs real estate accounting professionals with purpose-built AI to handle that complexity.
Learn more about the bookkeeping center
Real people, real results
We saved a total of $90,000 this year on fees, while also improving efficiency, overall delivery and performance.
Yonatan Gelfand, Founder and CEO
Frequently
asked questions
Have more questions?
Write to us at info@agorareal.com
What are real estate accounting services in practice?
Real estate accounting services cover your books and the tax documents your investors receive. With Agora it:
- Reconciles your bank accounts against your investor records every month
- Handles daily bookkeeping and property-level journal entries
- Prepares property-level and entity-level tax filings
- Delivers finished K-1s to each investor portal account
Compare how firms evaluate the options in our guide to real estate accounting software.
How does Agora improve your real estate accounting?
Agora keeps your books current all year by:
- Closing your books monthly instead of once a year
- Assigning a dedicated CPA and bookkeeper from day one
- Using OCR and continuous reconciliation to catch errors early
- Pulling figures straight from your investment management records
Read how Agora’s integrated tax and bookkeeping team works with real estate firms every day.
What types of filings and reports does Agora handle?
Agora covers the full accounting calendar a real estate firm runs on, including:
- Monthly reconciliations across your banks and your property systems
- Monthly and quarterly financial statements per entity
- Property-level and entity-level tax returns
- Annual K-1 preparation and portal delivery
- Audit support and fund-level administration when needed
One team handles all of it, so you work with a single provider.
How does Agora give visibility into your accounting?
The Agora Accounting Center shows the status of your accounting work by:
- Listing what your accounting team is working on now
- Showing filing status for each entity and return
- Tracking K-1 progress through preparation and delivery
- Keeping statements and returns in one document center
You can check the status of any task without emailing your accountant.
How can Agora reduce your accounting costs and errors?
Agora reduces manual work and vendor costs by:
- Matching every transaction with OCR instead of manual data entry
- Running one team across your books and every tax filing you owe
- Reconciling against live distribution and capital call records each month
- Catching discrepancies during the monthly close rather than at audit