FINANCIAL SERVICES                                                                    

In its 25 year history, Fieldstone has developed broad expertise and experience in the various financial services that support land development and home building operations.

Our experienced financial services team has completed over 40 joint ventures and closed hundreds of loans. At Fieldstone, we understand that appropriate ownership structures, financing and tax planning are integral to maximizing project profitability. 

Our Team

Our financial management team has over 80 years of collective experience and includes 5 CPA’s and a CFA chart holder. These in-house services result in a substantial discount from fees typically charged by CPA firms, attorneys and other consultants.


Our Capabilities

Business Planning and Financial Projections
   • Feasibility analysis and alternative project strategies
   • Balance Sheet, Profit and Cash Flow projections
   • Cash management                                                                              
   • Supporting models and reports

Risk Management
   • Ownership structures
   • Insurance
   • Risk mitigation

Debt and Equity Financing
   • Numerous relationships with financial institutions
   • Variety of loan structures
            - Acquisition
            - Development and construction 
            - Mezzanine debt
            - Second Trust Deeds
   • Structuring joint ventures to match ownership goals
   • Community Facilities Districts

Tax Planning
   • Successful history of implementing creative tax planning structures
   • Preparation of quarterly filing and annual tax returns

Accounting and Financial Reporting
   • Full service accounting team
   • Approve and process contract and invoice payments
   • Record land and home sales transactions
   • Compliance with contracts and other agreements
   • Monitoring internal controls
   • Property tax tracking and valuation services
   • Monthly, quarterly and annual financial reporting and related disclosure information
 
Technology    
   • Strong platform    
   • Online access to information    
   • Ability to customize reporting

“Fieldstone is a proactive partner. The finance team understands complex business structures and tax planning. The project team executes well. In my experience, Fieldstone takes its role as a fiduciary seriously, often representing their partner’s interests before their own.” -Lisa Albanez, Principal, TriPacific Capital Advisors, LLC