Real Estate Investors
An experienced advisor and real estate investment consultant for real estate investment funds, private equity real estate, REITs, institutional investors, family offices, endowments and foundations.
Real Estate Investors
Brian Bader
CPA
Principal
Randall Barrus
CPA
Principal
Matthew Brody
CPA
Principal
Ahmed Hamdy
CPA, CMA
Principal
Michael Jakimzak
CPA, M.S.T.
Principal
Mike Kamienski
CPA
Principal
Brent W. Maier
Principal
James Munuhe
CPA
Principal
Frank C. Nardi
CPA
Principal
Bradley P. Nicklin
CPA
Principal
David Perzov
Principal
Steven Schlachter
MBA, CPA
Principal
Gabriel Torre
CPA, M.S.T.
Managing Principal
Progressive and strategic solutions that keep investors focused on what they do best — transforming businesses and communities.
Real estate is an attractive investment, but managing portfolios and transactions while navigating diverse specialties and changing regulations can be demanding. We understand the complexity of your business, and therefore deliver value-added insight that aligns our services with your business goals. As a real estate investment consultant and advisor, our goal is to give you an accurate picture of where you currently stand and sound advice for getting you where you want to be. We tackle the advisory, tax and assurance needs so that real estate investors can maintain their focus on the essential aspects of their business.
We work with many types of real estate investors across all segments of the industry.
- Private equity real estate funds
- Real estate investment trusts (REITs)
- Real estate developers/owners and investors
- Institutional investors
- Syndicators and lenders
- High-net-worth family owners and family office
Let us be your trusted advisors.
Success in the industry relies on having trusted advisors who speak your language, which is why we understand the importance of delivering:
- Partner accessibility
- Team consistency
- Hands-on approach
- Attention to detail
You can rely on Baker Tilly’s experienced real estate investment consultants and advisors to ensure investor confidence, regulations compliance and results delivered via value-added services.
Our services
From real estate investment consulting to tax and assurance, we offer a suite of services, such as:
Tax services
- Federal, state and local
- International tax
- Cost segregation and cost recovery tax planning
- Section 704(c) for partnerships and 1031 exchanges
- Opportunity zones and other tax credits and incentives
- IRS controversy and exam assistance
- Transfer pricing studies
- Tax planning for asset disposition and asset acquisition activity
REIT testing
- REIT quarterly asset and income testing
- REIT consulting, structuring and diligence
- Distribution testing
- Taxable REIT subsidiary analysis including ASC 740 calculations
- Prohibited transaction testing
- Impermissible tenant service income testing
- Annual "earnings and profits" calculations for shareholder reporting
Accounting and assurance services
- Audit review and compilation services
- Internal audit and controls
- IT audit
- SOC reporting
- SOX compliance services
- Agreed-upon procedures
Environmental, social and governance (ESG) and sustainability solutions
Digital Solutions
Real estate transaction advisory
- Housing market studies
- Development advisory (project assessment, development planning, design and coordination, pre-construction and construction and project completion)
- Site selection and location strategy
- Project finance through tax credits and incentives
- Energy and energy transition services
Construction risk management
- Construction contract review and negotiation
- Construction contract compliance and cost control
- Project monitoring
- Construction draw coordination
Real estate valuation and appraisal
- Periodic fair value reporting
- Purchase price allocation (ASC 805)
- Impairment analysis (ASC 350)
- Financial due diligence
- Deal modeling and assumption testing
Outsourced accounting/client accounting services (CAS) and CFO advisory services
Private equity fund administration
- Fund accounting
- Capital event management
- Financial reporting
- Treasury services
- Investor relations
Risk advisory services
- Risk, internal audit, cybersecurity and regulatory compliance
Quarterly whitepaper
REcap: Baker Tilly's signature commercial real estate market report
Our quarterly commercial real estate market reports, "REcap," were created to help real estate professionals understand how the market is performing and current trends to assist in planning for the future.
Featured resources
Featured services and related industries
Real Estate
Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.
Multifamily Housing
Transactions, tax, audit and advisory services for multifamily housing developers, owners and investors.
Lodging
Advisory, tax and assurance real estate services for the lodging and hospitality industry.
Construction
Baker Tilly’s experienced construction accountants help owners and executives of construction companies grow their business from audit and tax to construction advisory services, all tailored to your needs.
Real Estate Client Accounting Services
Baker Tilly’s client accounting services address the growing demands of real estate clients’ evolving business and technology needs.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Private Equity Fund Administration Services
With Baker Tilly as your fund administrator, general partners are able to confidently focus on what they do best – deploying capital, managing investments and building investor relationships.
CFO Advisory Services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the office of the CFO faces.
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Cost Segregation
Individuals and companies that build, purchase, remodel or expand any kind of real estate can benefit financially from using cost segregation.
Financial Statement Audit
Baker Tilly marries technology with the extensive experience to provide clients with an innovative financial statement audit service.
Transactions
Baker Tilly works with clients on mergers, acquisitions, capital sourcing and markets, project finance, due diligence, valuation and transactions
Transaction Advisory Services
Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.
Real Estate Advisory Services
Baker Tilly’s real estate advisory services are designed to help leaders across various industries and communities with their ever-changing real estate and infrastructure needs.
Development Advisory
Guiding clients through development projects from conception to completion.
Project Finance
We take a comprehensive view of available federal, state and local tax credit and incentive programs and loan programs when developing a project’s capital stack.New Markets Tax Credits
Optimize your project’s approach to capital with the New Markets Tax Credit program.
Historic Tax Credits
The trend to revitalize historic buildings nationwide is becoming more prevalent with the availability and value of Historic Tax Credits.
Property Assessed Clean Energy (PACE)
Property Assessed Clean Energy (PACE) is a voluntary financing program providing long-term funding for energy efficiency, renewable energy and other qualifying improvements made to property.
Opportunity Zones
A powerful tax incentive for real estate investors, venture capital, private wealth, family offices and private equity.
Real Estate Valuation Services
Our accurate and reliable real estate valuation services paired with strategic advisory encompass the entire transaction lifecycle.
Site Selection & Location Strategy
From inception to site selection, we assist companies through the process of determining the optimal location to operate their business.
Construction Risk Management
Keep your capital projects on time and on budget.
Real Estate Services for Family Offices
Real estate portfolio services for family offices and high-net-worth individuals.
Asset Management
Be efficient, compliant and transformative with the right operational strategies for your goals, and the right asset management industry advisors to help get you there.
EB-5 Immigrant Investor Program
Our experienced EB-5 team provides regional center support, business plan preparation, economic impact studies, fund administration services and much more.
Inflation Reduction Act Tax Credit Solutions
The Inflation Reduction Act (IRA) includes the largest clean energy incentive effort in U.S. history. Find out how your organization can leverage IRA tax credits to save as much as 50% or more on qualifying project costs.
ESG & Sustainability
Leading in specialties including compliance, risk, controls, assurance, sustainability, decarbonization strategy development and technology consulting, we provide comprehensive environmental, social and governance (ESG) and sustainability advisory that spans solutions for any company, function or challenge.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Corporate Renewal & Turnaround Services
Baker Tilly works with companies to design and execute a comprehensive turnaround plan to help mitigate risk and improve operations during an economic downturn.
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
Internal Audit
Leverage industry-specialized internal audit services for organizational success.
Sarbanes-Oxley (SOX) Compliance
Drive a more efficient and effective SOX compliance program.
System & Organization Controls (SOC) Reporting
Baker Tilly’s dedicated AICPA SOC specialists perform hundreds of SOC engagements each year and help clients with their SOC reporting needs across a wide variety of industries.
Financial Crimes Solutions
Protect your organization, your customers, your community and the global economy. Bringing together BSA/AML/KYC/CFT solutions and investigative experience to strengthen your control environment, prevent and detect financial crimes and reduce regulatory risk.
Employee Benefit Plan Audit
We help meet your employee benefit plan’s annual audit and filing requirements, and work to protect the plan’s integrity.
Baker Tilly Advantage
Tax, accounting, HR and payroll back-office outsourcing for growing organizations
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