FOR CPAs WITH HNW CLIENTS

Refer a client to Savoy.

Savoy works with CPAs whose clients have capital gains and are exploring Opportunity Zone investments. You stay the quarterback. We're the specialist you call in. Every K-1 and compliance memo goes to you first — never to the client.

Savoy works with CPAs whose clients have capital gains and are exploring Opportunity Zone investments. You stay the quarterback. We're the specialist you call in. Every K-1 and compliance memo goes to you first — never to the client.

Book a 30-Minute Meeting

Book a 30-Minute Meeting

What we do.

Savoy Companies is a vertically integrated Texas multifamily real estate platform headquartered in Dallas. Since 2011, we've operated approximately 8,000 units across Dallas, Austin, San Antonio, and Houston. We've deployed $142 million in equity across 58 Texas apartment projects, including 25 Opportunity Zone investments.

Our vertical integration — investment, construction, property management, and shared services under one roof — gives us direct access to the operational data CPAs need under the new OBBBA reporting requirements (IRC §§6039K and 6039L). FTE counts, AMI tranches, NAICS codes, unit-level details. The disclosures live in our shop.

~8,000

Units Operated Since 2011

$142M

Equity Deployed

58

Texas Apartment Projects

25

Opportunity Zone Investments

15+

Years Operating Texas Multifamily

Find a time that works.

30 minutes. Walk through a specific client situation, ask the questions you want answered, decide whether referring makes sense for your firm. No prep required — bring whatever's on your mind.

30 minutes. Walk through a specific client situation, ask the questions you want answered, decide whether referring makes sense for your firm. No prep required — bring whatever's on your mind.

Why CPAs work with Savoy.

Why CPAs work with Savoy.

REASON 01

15 years operating Texas multifamily. First Dallas property in 2011. Operated through the 2020 COVID freeze, the cap rate reset, and the 2024 supply wave. Approximately 8,000 units under management today.

15 years operating Texas multifamily. First Dallas property in 2011. Operated through the 2020 COVID freeze, the cap rate reset, and the 2024 supply wave. Approximately 8,000 units under management today.

REASON 02

Personal skin in the game. Barrett deferred over $1M of his own 2021 capital gain into the Savoy QOF. His partner Seth did the same. We file Form 8996 for our QOF and Form 8997 on our personal returns.

Personal skin in the game. Barrett deferred over $1M of his own 2021 capital gain into the Savoy QOF. His partner Seth did the same. We file Form 8996 for our QOF and Form 8997 on our personal returns.

REASON 03

Built for OBBBA reporting. Property management has the FTE data. Our GC has construction employment data. Asset management tracks unit-level AMI. The 2026 OBBBA disclosures live in our shop already — they aren't a Q1 2027 scramble.

Built for OBBBA reporting. Property management has the FTE data. Our GC has construction employment data. Asset management tracks unit-level AMI. The 2026 OBBBA disclosures live in our shop already — they aren't a Q1 2027 scramble.

Compounding Returns & Competitive Advantage

Talent

Hire well, grow from within

We invest in people who live our values and retain high performers who compound impact.

Want more reference material?

Want more reference material?

savoytx.com

Savoy Companies

Learn about our investment platform, team, and current opportunities.

Learn about our investment platform, team, and current opportunities.

Visit savoytx.com

OZ-HQ.com

OZ-HQ

Reference content on Opportunity Zone rules, OBBBA reporting requirements, and the OZ 2.0 transition.

Reference content on Opportunity Zone rules, OBBBA reporting requirements, and the OZ 2.0 transition.

Visit oz-hq.com