From Uncertainty to Opportunity: Rethinking Financial Operations in 2025

2025 is proving to be a pivotal year for the real estate industry, marked by interest rates that are starting to decline, although still at a high level, tighter lending standards, and shifting dynamics within the commercial real estate (CRE) market. The market has strengthened, but challenges still exist as asset valuations and refinancing pathways remain unpredictable. In this climate, financial operations are no longer just about reporting the past—they’re about anticipating change, strengthening balance sheets, and unlocking value with precision.

Forward-thinking CRE leaders are using this period to retool their financial operations—not just for resilience but for opportunity. Whether working through a vacancy challenge, preparing for a future acquisition, or simply looking to streamline internal operations, revamping one’s finance function can lead to a competitive advantage in today’s market.

Here are four key areas where strategic adjustments can make an immediate impact:

1. Build Real-Time Visibility with Modern Financial Tools

Outdated reporting systems and fragmented data aren’t built for this market. Leading CRE organizations are investing in cloud-based accounting platforms, real-time dashboards, and automation tools that bring immediate clarity to cash flow, leasing data, and expense trends. This shift allows decision-makers to respond faster to market signals—whether that’s adjusting capital plans, managing tenant risk, or navigating operating cost pressures. A modernized back office also improves audit readiness and investor transparency, two must-haves in a cautious lending environment.

2. Enhance Cash Flow Forecasting and Scenario Planning

Cash is king, especially when liquidity is tight. As operating margins compress and loan maturities approach, the ability to model different financial outcomes—such as lease-up timelines, refinancing terms, or capex needs—can help organizations stay a step ahead. Scenario planning isn’t just a risk tool; it’s a growth enabler. With proper forecasting, companies can approach lenders, partners, or investors with greater confidence and flexibility.

3. Bring Tax Strategy into Operational Conversations

Tax planning shouldn’t be isolated, especially in today’s CRE market, where bonus depreciation can drive major savings. The One Big Beautiful Bill Act (OBBBA) further expands these opportunities by permanently reinstating 100% bonus depreciation and allowing real estate businesses to immediately expense the full cost of qualifying property, significantly enhancing cash flow and access to tax incentives. We explore these changes and other implications in a previously published article – The One Big Beautiful Bill Act and the Financial Reporting Implications for Privately Held Businesses. In addition to bonus depreciation, cost segregation is another tax strategy that CRE companies can leverage to optimize their depreciation deductions.

Proactive tax management is also crucial, as it strengthens financial reporting, enhances after-tax cash flow, and supports long-term asset management and investor communication.

4. Lean into Data for Decision-Making, Not Just Reporting

Having the numbers isn’t enough—understanding them is where the real value lies. Forward-thinking CRE firms are empowering finance teams to become strategic partners, turning historical data into actionable insights. Whether evaluating underperforming properties, identifying expense leakage, or supporting capital raises, finance should be leading the charge with data-backed recommendations.

How an Outsourced Accounting Team Can Strengthen Financial Operations

Working with an experienced outsourced accounting team can accelerate these efforts. With the right partner—like Anchin’s Client Accounting Advisory Services (CAS) Group—you gain timely financial reporting along with a strategic perspective on planning, cash flow, and performance metrics. This leads to faster decision-making, improved investor communication, and a stronger foundation to navigate future market shifts.

Final Thoughts

In a year when uncertainty continues to shape the CRE landscape, financial clarity and agility are essential. By proactively rethinking financial operations, CRE organizations can position themselves to work through challenges, capitalize on emerging opportunities, and lead with confidence as market conditions evolve.

To learn how Anchin’s CAS team can support your financial transformation, contact Anthony Carrella, Partner and Leader of Anchin’s CAS Group, or reach out to your Anchin Relationship Partner.