Someone on your side of every deal.

One professional across your entire portfolio. We track the money, the documents, and the tax trail across all of your entities — and hold sponsors to what the agreements actually promised, so you get what you're owed, not just what gets reported.

Explore our services Sound familiar?

Every thread of your portfolio, held in one record.

Our clients are busy, successful people with dozens of positions across real estate partnerships, operating businesses, and private funds. Each comes with its own sponsor, its own K-1, and its own paper trail. We take that headache off your plate, consolidating all of it into one living record and one quarterly conversation, so your time goes back to running your business.

Sound familiar?

Most of our clients said at least one of these before they called us.

Sponsors have their own accountants. Your attorney sees one transaction at a time. No one is watching the whole picture from your side of the table. That's the gap we fill.

The whole balance sheet, not just the investments.

Everything you own, in one maintained record.

LP & syndication interestsEvery sponsor, every entity
Private equity & fundsCommitments, calls, and returns
Investment propertiesWholly owned
Primary & vacation homesIncluding family homes under client ownership
Home office & personal businessesAlongside the portfolio
Brokerage & securitiesHeld across institutions
Personal propertyArt, jewelry, collectibles
Insurance policiesCoverage tracked with everything else

Build your engagement.

Core services are included for every client. Switch on what your situation calls for, and open any service to see what's included.

Your engagement
Core services
Ask about this engagement

How it works.

A one-time build, then a steady rhythm.

  1. Portfolio discovery & build-out

    One time, within the first quarter

    We gather historical distributions, entity documents, subscription agreements, deeds, and ownership details from your files, sponsors, and advisors, and assemble your master record and document repository.

  2. Tracking as it happens

    Ongoing

    Every distribution, contribution, capital call, and sponsor report is logged and filed the moment it arrives.

  3. Quarterly report & review

    Every quarter

    Each position reviewed, one report for everything you own, and a meeting to walk through what moved and what needs a decision.

  4. Tax season, handled

    Every year

    K-1s collected, reconciled against our records, and delivered to your accountant as a complete package.

Core services

Priced annually: a flat base plus a per-investment fee that declines as your portfolio grows.

Add-ons

Scoped separately, only where your situation calls for them.

Onboarding

Billed once, scoped to portfolio size.

The principals.

Decades of real estate finance experience, working on one side of the table: yours.

EW

Eli Weingarden, CPA

Founder & Principal

Eli Weingarden is the founder and a principal of Crystal Cap Group, and a Certified Public Accountant licensed in the State of New Jersey. He brings more than two decades of experience in accounting and real estate finance, beginning at Ernst & Young and continuing through CFO roles at multiple real estate management firms. At Crystal Cap, he leads quarterly reporting, financial oversight, and strategic advisory across a diverse portfolio of LP and GP real estate investments, including multifamily, self-storage, and healthcare-adjacent assets.

Eli founded Crystal Cap Group to close a gap he encountered repeatedly in his career: sophisticated investors without the dedicated financial oversight needed to fully understand, and act on, their real estate holdings. The firm was built to be that partner, acting solely in the client's interest.

LS

Leibi Schwimmer, CPA

Principal

Leibi Schwimmer is a principal of Crystal Cap Group and a licensed CPA in New York. He brings more than two decades of experience in real estate finance, asset management, and accounting, including nearly twenty years as Chief Financial Officer of a large real estate management firm overseeing more than 10,000 multifamily units. There, he directed financial reporting, lender and investor relations, and portfolio-level financial strategy.

At Crystal Cap, Leibi advises clients on investment tracking and reporting, entity structuring, tax planning and preparation, 1031 exchanges, and the financial analysis of acquisitions and dispositions. His combination of operating experience and technical depth makes him a trusted advisor across the full lifecycle of a real estate investment. He holds a B.S. from Touro University and is a member of the American Institute of Certified Public Accountants (AICPA).

Let's look at your portfolio together.

Tell us roughly how many positions you hold and what's keeping you up at night. We'll show you what oversight would look like for you.

Email Crystal Cap Group

office@crystalcapgroup.com
Offices in Brooklyn, NY and Lakewood, NJ