For CPAs

Partner With Real Estate Investing Mentors Your Clients Can Trust

You’ve already run the numbers. You know which clients are writing checks they shouldn’t have to write, and you know depreciable real estate is one of the few remaining levers with real weight behind it. What’s missing is an operator you can put your name next to. Greyhaven West is the real estate investing mentor standing behind the strategies you’re already recommending.

Greyhaven West exists to make your planning work harder. When depreciable real estate is included in the plan, we ensure it performs as you projected.

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Why CPAs Partner With Greyhaven West

You Identify the Liability, And We Deliver the Asset

Sourcing, underwriting, and operating commercial property sit outside the scope of a tax practice, and it should. Greyhaven West handles acquisition, management, and disposition while you keep the planning relationship and the client’s trust. You bring the strategy, and we execute it. Your client sees the savings on the return and remembers who told them about it.

The Greyhaven Approach

Greyhaven West is a vertically integrated real estate investment service built for high-income and high-net-worth clients who want real property exposure without running a portfolio. Our philosophy is disciplined, research-driven, and structured around long-term wealth preservation. Every asset is underwritten on fundamentals first and tax treatment second, because a deduction attached to a weak asset was never a strategy, and you’d be the one explaining it.

Our team operates as real estate investing mentors and asset operators, working alongside your practice to close the gap between the strategy on your worksheet and the asset that must produce it.

Depreciation That Shows Up on the Return

Our investments are structured for tax-efficient real estate treatment your clients can actually use: cost segregation on qualifying assets, accelerated depreciation where applicable, passive loss allocation, and 1031 exchange compatibility at disposition. You receive clean, timely Schedule K-1s, documentation that supports the positions you take, and direct access to a real estate investing mentor when questions surface mid-season rather than after the filing deadline.

No Management. No Third Parties. No Erosion.

Greyhaven West manages every property in-house through our own management companies, at cost to the investor rather than as a profit center. Your client gains direct exposure to institutional-quality commercial real estate without becoming a landlord, and without a chain of outside vendors marking up fees and quietly reducing the return you helped them justify. One accountable team owns strategy, acquisition, and operations.

A Relationship Built on Discretion

Your client relationships are your practice, and we treat them that way. Every referral to Greyhaven West is handled with the same discretion and professionalism your clients expect from you. We coordinate with you and your client’s legal and estate counsel, keep you informed at every stage, and never position ourselves between you and the client. Never soliciting, never competing, always coordinating.

Your Investor Journey

Introduction

A trusted referral — from a friend, colleague, CPA, or wealth manager — introduces you to Greyhaven West. You’ll receive an initial email
designed to orient you to our approach and philosophy.

Discovery (Lunch or Call)

We meet to get to know each other. This is a mutual vetting process — we want to understand your goals, and you’ll learn whether our strategy is
the right fit for your situation.

REPS Discovery

Your spouse or partner joins a dedicated call to learn about their role in the Real Estate Professional Status (REPS) strategy — and how their
participation allows your family to apply real estate passive losses against your active income.

Letter of Intent

We present a Letter of Intent Agreement for your review and signature. This formalizes your commitment to invest with Greyhaven West and
initiates the property matching process

CPA Consultation

We meet with you and your CPA to identify two critical numbers: your annual tax liability and your available investment capital. This shapes the
entire investment strategy we build for you

Property Review

We present a curated selection of properties that meet your specific depreciation needs and investment profile. These calls may be held weekly
until you identify the right investment.

Property Closing

Once you select a property, we guide you through the closing process: document collection, signing, and formal assignment of the property to
your ownership.

Investor Property Review

Shortly after closing, we walk through the property’s current status and business plan — including any planned rent increases, capital
expenditures, or stabilization efforts.

Portfolio Review

On a cadence you approve, we meet regularly to review your entire portfolio. Each review covers Occupancy, Collections, Expense Ratio, and any
active maintenance items.

Journey Review

After experiencing the Greyhaven West journey firsthand, we sit down to reflect on your experience and discuss how others in your network
might benefit from the same tax-smart real estate strategy.

Tyler M.

“The team took the time to understand our ‘buying box’ and identified properties that fit our goals while respecting our boundaries. The process was seamless, and they handled everything with total professionalism. Their holistic approach and tax planning helped us offset nearly 100% of our 2025 and 2026 tax burden.”

Diego C.

As a practicing physician, taxes were a major concern until I partnered with Greyhaven West. Their tax-efficient strategy helped me significantly reduce my tax burden while building equity in quality real estate. They worked seamlessly with my CPA, handled every detail, and allowed me to stay focused on my patients. Their understanding of physicians’ financial needs is exceptional.

What Our Clients Have to Say

Let’s Bring Your Vision To Life

Let’s discuss your real estate goals. Whether it’s your first investment or an addition to your portfolio, a brief consultation helps us create a tailored strategy. Reach out today, and we’ll work together to discover the best path forward for you.