Welcome to reitup advisers
Elevating your accounting, operations, and reporting
Accounting
We specialize in GAAP and NAV accounting to provide you with an accounting framework that delivers accurate, compliant, and timely financial information and improves alignment with your business.
Our expertise allows us to bring creative, practical solutions to the complex, REIT-specific, challenges your business may face.
Operations
Our team implements or optimizes your operational framework to produce a seamless, repeatable, monthly and quarterly cycle tailored to your REIT and built to scale.
Increased efficiency transforms your accounting function from a reporting obligation to a resource for smarter business decisions.
Reporting
We develop and deliver a comprehensive SEC-ready REIT framework designed to simplify accounting and operations while supporting seamless compliance.
Our team’s firsthand experience drafting and filing these documents instills the confidence you need to focus on what matters most to your business.
Meet our experts
Our Founders
Founded by two former REIT Chief Accounting Officers, REITup aims to help REITs overcome the operational, accounting, and financial reporting challenges we once navigated ourselves. We deliver a comprehensive, REIT-specific accounting and financial reporting framework that simplifies compliance, enhances transparency, and supports scalable growth.
John Calace
John brings deep expertise in U.S. GAAP, SEC reporting, and SOX compliance, with a specific focus on their application to REITs. He has worked at, and helped launch, multiple non-traded REITs, leading technical accounting, financial reporting, and compliance efforts while also being involved with the complex deal structures and capital markets activity. He brings a practical approach to helping REITs navigate regulatory complexity, execute transactions, and maintain strong governance. John graduated from Hofstra University with a BBA in Accounting. He is a Certified Public Accountant in the State of New York.
John Calace
Josh Potter
Josh has extensive experience building and improving scalable accounting and financial reporting platforms across the REIT landscape. He has led process design and operational improvements for publicly traded, hybrid non-traded, and private mortgage REITs, transforming the complex REIT requirements into efficient, repeatable workflows. He brings a builder’s mindset and hands-on experience to help REITs streamline operations, strengthen controls, and scale with confidence. Josh graduated from Binghamton University with a BS & MS in Accounting. He is a Certified Public Accountant in the State of New York.
Josh Potter
Our Services
Discover the core services
Document Review
Review Form 10/S-11, PPM, OP Agreement, and NAV & Valuation Policy to make recommendations aligned with industry best practices.
Vendor Selection
Recommend and onboard fund administrators, transfer agents, valuation advisors, SOX auditors, and REIT tax counsel.
Operational Readiness
Build a best-in-class framework covering NAV calculations, subscriptions, dividend policy, redemptions, treasury, and expense budgeting.
SEC Preparedness
Summarize key decisions and filing requirements; advise on the infrastructure needed for timely and accurate SEC compliance.
SEC Reporting
Draft financial statements, and coordinate with auditors and lawyers to provide clients with file ready documents.
NAV Oversight
Oversee the NAV calculation, GAAP-to-NAV adjustments, policy interpretation, valuation considerations, fee calculations, and reporting.
Technical Accounting
Advise on GAAP areas REITs frequently encounter: PPAs, lease classifications, VIEs, consolidations, hedge accounting, CECL, and impairments.
Operational Optimization
Assess your framework and deliver actionable improvements to eliminate pain points and enhance the timeliness and accuracy of reporting.
Peer Analysis
Compile peer data: dividend yield, coverage, NAV/share, AFFO, FAD, total return, fundraising, redemptions, and SEC disclosures.
Audit Coordination
Coordinate with auditors to facilitate documentation, perform walkthroughs, and respond to inquiries without disrupting operations.
SOX Enhancement
Enhance your SOX environment, risk and controls matrix, process narratives, flowcharts, and evidence to reduce the key control count.
Ad-Hoc Consulting
Earnings model review, deal structuring, dividend modeling, audit committee materials, and technical accounting memos.
Our Testimonials
William Charls
William Charls
William Charls
William Charls
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