Advise RE Founder Stephen Morris Brings CPA, CCIM, and Broker Credentials to Buyer Advisory
Los Angeles, United States - August 28, 2026 / Advise RE /
Advise RE, PC, a Los Angeles accounting firm serving real estate investors, has launched a formal real estate buyer advisory service designed to answer a direct question for property buyers: does the deal under consideration hold up beyond the listing?
"Every property looks good in the listing," said Stephen Morris, founder of Advise RE. "Our job is finding out whether it is still good in the spreadsheet, the entity documents, and next year's tax return, while our client can still walk away."
The firm examines each transaction the way a skeptical partner would. Rent rolls are verified against actual performance. Expense ratios are tested for items commonly absent from seller projections, including property management costs, capital reserves, and deferred maintenance. Debt terms are evaluated against the buyer's intended hold period. If a deal functions only within the seller's pro forma, the client receives that assessment before escrow closes, not after.
The review extends beyond financial figures. How a buyer takes title carries consequences that can span a decade: entity selection, state of formation, partner entry structure, and lender requirements. Advise RE establishes that structure before closing pressure builds, coordinating directly with the client's attorney and lender. The firm also models after-tax returns prior to offer commitment, accounting for depreciation, cost segregation potential, whether projected losses are usable against the client's income, and, for buyers completing a 1031 exchange, how exchange deadlines affect which properties qualify.
The service draws on a distinct combination of credentials for an accounting firm. Stephen Morris holds a CPA license, a CCIM designation, and a California real estate broker license. The firm also operates an affiliated brokerage, Advise RE Capital (DRE #02198613). Most real estate buyer advisory engagements are structured as advisory-only. Where brokerage representation serves a client's interest, it is provided through Advise RE Capital as a separate, explicitly defined engagement. The firm evaluates transactions from a principal's perspective because its founder acquires property as a principal himself.
The buyer advisory service is available to investors across the country. Underwriting analysis and tax considerations apply across state lines; Advise RE identifies state-specific issues and coordinates with local counsel where circumstances require it. The firm recommends engagement before an offer is submitted and, at minimum, before contingency periods expire.
About Advise RE
Advise RE, PC is a Los Angeles professional corporation of certified public accountants serving real estate investors, developers, and operators across the United States. Services include year-round tax advisory, tax planning and preparation, entity structuring, cost segregation, 1031 exchange guidance, construction advisory, and buyer advisory.
Learn more at Advise RE
Contact Information:
Advise RE
8023 Beverly Blvd Suite 1 – #1179
Los Angeles, California 90048
United States
Stephen Morris
+1-323-484-1877
https://adviseretax.com