Strategic Finance for Real Estate Professionals

CFO-level financial strategy for real estate investors, developers, and operators—built to improve decision-making, strengthen cash flow visibility, and scale portfolios with confidence.

Bennett Financials serves as your financial command center, helping you move beyond reactive reporting into proactive planning—so every acquisition, development decision, and operational move is backed by numbers.

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Building Your Roadmap

Financial Strategy Built for Real Estate Complexity

Real estate financial performance isn’t just income and expenses—it’s timing, leverage, reserves, project-level economics, and risk across multiple entities and properties. Without a clear operating model, owners make decisions in the dark: acquisitions without scenario planning, renovations without ROI clarity, and growth that looks strong on paper but strains liquidity.

We help real estate professionals build a CFO-grade financial operating model that connects property performance, capital planning, and cash strategy into one clear view. The goal is simple: better decisions, fewer surprises, and a portfolio that scales with structure—not stress.

Where Portfolios Lose Money (and How We Create Control)

Most value leakage in real estate is operational and invisible: underperforming units hidden inside blended reporting, rent increases that aren’t tied to market data, renovation budgets without measurable payback, and reserves that aren’t aligned to debt service, capex cycles, or vacancy risk. On the development side, the problem multiplies—draw schedules, timelines, and cost drift can quietly destroy returns.

We bring clarity by standardizing the financial view at the level decisions are made: property, project, and portfolio. With consistent performance reporting and forward-looking scenario planning, you can evaluate opportunities faster, manage risk proactively, and scale growth without losing control of the fundamentals.

How We Support Real Estate Investors, Developers, and Operators

We operate as a strategic finance partner—bringing structure to planning, reporting, and financial decision-making across acquisitions, operations, and development.

We build forward-looking models that support acquisition decisions, capital planning, and “what-if” scenarios—so you can evaluate deals and risks before committing capital.

We help establish reporting that shows performance by property/unit/project—so underperformance, expense drift, and margin opportunities are visible early, not after the year ends.

We help align reserves and liquidity planning to debt service, capex cycles, vacancy risk, and growth pacing—so expansion doesn’t create cash strain.

We help define and track the KPIs that actually matter in real estate operations—occupancy, NOI movement, expense ratios, rent lift opportunities, and project-level ROI.

A CFO Framework Focused on Confident Scaling

Our work strengthens the financial engine behind your real estate business—so growth decisions are backed by reliable visibility and disciplined planning.

Core Areas of Impact

  • Deal and project modeling that supports better capital allocation

  • Property-level visibility into NOI drivers and performance trends

  • Cash flow planning aligned to debt, reserves, and capex cycles

  • KPI reporting designed for operators—not generic statements

  • A repeatable financial rhythm that supports scaling across entities

Outcome-Oriented Perspective
When your portfolio is measured consistently and planned forward, you stop reacting and start operating with confidence. That’s how real estate businesses scale: structure first, then growth.

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“With Arron's leadership, we grew from zero to $300K MRR. His skills in finance and strategy have been invaluable. Aaron is more than a fractional CFO; he’s a dedicated partner who safeguards our brand and supports our growth.”

Taylor Hersom

Eden Data, Chairman

Frequently Asked Questions

A Fractional CFO provides strategic financial leadership—forecasting, portfolio performance visibility, cash planning, and decision support for acquisitions and operations. The focus is helping owners make better capital decisions with clearer, forward-looking insight.

You need consistent property-level reporting that shows NOI drivers, expense ratios, vacancy impact, and trends over time. A CFO helps standardize the reporting so performance can be compared across properties and decisions can be made quickly.

Yes. Strategic finance support often includes scenario-based deal modeling to evaluate assumptions—rent growth, vacancy, capex, financing terms, and reserve requirements—so you understand risk and return before committing.

Cash planning includes forecasting income timing, debt service, capex cycles, reserves, and growth pacing. A CFO helps create a model that prevents expansion from outpacing liquidity and creates confidence in reinvestment decisions.

Common KPIs include occupancy, NOI movement, operating expense ratio, rent roll trends, delinquency, turn costs, maintenance ratios, and capex ROI. The right KPIs depend on asset type and strategy, but the key is consistency and decision-usefulness.

Development requires project-level visibility: budget vs. actual tracking, cost drift detection, timeline impact on financing, and scenario planning for draw schedules and contingencies. A CFO helps ensure the project stays financially controlled as conditions change.

Typically when the portfolio or project workload becomes complex—multiple properties/entities, active renovations or development, acquisition pace increasing, or leadership needing better financial visibility to scale confidently.

Case Studies

“He’s more than just a CFO—he brings creative ideas, deep experience, and valuable insights from different industries that have transformed our business.”

Daniel Passarelli

Co-Founder, RHFL

Move from Property Management to Portfolio Strategy.

Real estate success isn’t just about high occupancy—it’s about capital structure, tax strategy, and disciplined cash flow management. Whether you’re scaling a multi-family portfolio or managing a development fund, we provide the CFO-level oversight needed to mitigate risk and maximize internal rate of return (IRR).

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