Real Estate Development & Property Management

Finance Infrastructure for Real Estate Development & Property Management

Client: Trinity Realty — Real estate development and property management across multiple entities

About Trinity Realty

Trinity Realty operates across multiple real estate entities focused on development projects and property management. As the portfolio expanded, leadership needed stronger financial systems to support project budgets, property-level reporting, and consolidated visibility across ownership entities.

The Situation

Growth in development activity and property operations created several operational gaps. Financial systems were not aligned with development budgets, multiple ownership entities required consistent reporting, and property and project costs were difficult to track against budgets. Leadership needed clearer financial visibility across entities and dedicated accounting support with modern systems.

Systems Implemented

QuickBooks Online (QBO)

Primary general ledger for accounting, reporting, and financial management

AppFolio

Property management system for tenant activity and property-level financial data

Ramp

Procurement and spend management platform for approvals and expense tracking

Operational Work Completed

Redesigned financial structure to align accounting with development budgets

Implemented clear development budget tracking and project-level visibility

Built standardized chart of accounts structures across entities

Established consistent reporting across multiple ownership entities

Created consolidated financial visibility for ownership

Introduced monthly management reporting packages

Implemented budget vs actual development tracking

Built property-level financial insights and portfolio visibility

Team Deployment

Degtar Accounting recruited and onboarded a dedicated offshore accounting professional:

Accounting Professional

Bookkeeping and reconciliations

Operational accounting tasks

Month-end close support

Ongoing financial operations

Key Wins

Financial structure aligned with development budgets and project cost tracking

Standardized reporting across multiple real estate entities

Implementation of QBO, AppFolio, and Ramp as core financial systems

Improved project and property financial visibility

Dedicated accounting team member hired to support ongoing operations

Consistent monthly financial reporting for leadership

Finance infrastructure built to support continued portfolio growth

The Result

Trinity Realty transitioned from fragmented financial systems to a structured finance environment designed for real estate development and property management. With modern systems, budget-aligned accounting, and a dedicated team, Trinity now operates with clear financial visibility and scalable infrastructure to support continued portfolio growth.

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