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VideoWhy Service Still Wins: Real Estate, Tax and Trust in a Changing Market | Podcast
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Location Cubed
Weaver’s presence in New York has grown significantly in recent years, creating new opportunities to serve clients in one of the country’s most competitive business markets. In this special edition of Weaver: Beyond the Numbers, Location Cubed, Howard Altshuler is joined by Hershel Stern, tax partner in Weaver’s New York office, to discuss the firm’s growth, what clients value most from their advisers and trends shaping decision-making across the real estate industry. They also explore succession planning, client service and the importance of building trusted advisory relationships.
Key Points:
- Responsiveness and proactive guidance are common reasons organizations change accounting and advisory providers.
- Family-owned real estate portfolios are creating new advisory opportunities as ownership passes to the next generation.
- New York real estate remains a “tale of two cities,” with demand for premium assets alongside challenges for older properties.
Over the past three years, Weaver’s New York presence has expanded through acquisitions, strategic hires and continued investment in the market. Hershel discusses that growing brand awareness and building relationships have helped establish Weaver in one of the country’s more competitive business environments. As he notes, “It’s a long game,” highlighting how sustained effort and visibility can create opportunities over time.
The conversation also centers on what clients expect from their advisers. Hershel explains, “It’s not about the quality of the work. It’s much more often about service, about responsiveness.” Prospective clients frequently raise concerns about staff turnover and communication gaps, leading many to seek advisers who offer greater continuity and proactive communication. The hosts discuss how trusted relationships, continuity and proactive communication can become important differentiators when real estate owners and investors evaluate advisory providers.
Howard and Hershel also discuss the New York real estate market, describing the environment as a “tale of two cities,” with high-demand properties continuing to command premium pricing while many older properties face ongoing challenges. They explore how changing market conditions are influencing investment and ownership decisions across the city and the growing need for guidance as family-owned real estate transitions to the next generation.
In closing, while the New York real estate market continues to face economic and operational challenges, the hosts also discuss opportunities for real estate owners, investors and family-held businesses. The episode underscores how strong advisory relationships can prepare businesses for what’s next.
Subscribe and listen to future episodes of Weaver: Beyond the Numbers, Location Cubed, on Apple Podcasts or Spotify.
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