Real Estate
Helping clients realize greater value, from concept to completion.
Protecting and strengthening your real estate portfolio is your top priority. As you scale your business to new heights, we’re here to help you protect and enhance the value of your assets in an efficient and effective way. As trailblazers in real estate consulting and accounting, we understand what it takes to maintain a high-quality asset portfolio. With Baker Tilly’s suite of services and real estate industry specialists, we’ll guide you through these challenges while helping you navigate to a better tomorrow.
Baker Tilly helps real estate developers, owners, investors and property managers navigate an ever-changing landscape across all segments of the industry.
Through every project lifecycle, you can expect a refreshingly comprehensive approach to protecting and expanding your business. After all, our reputation is built on experience.
Why Baker Tilly?
Real estate is the largest industry Baker Tilly serves. As a leading advisory, tax and assurance firm and the world’s 10th largest global network, we help clients navigate to a better tomorrow. Real estate professionals choose Baker Tilly because of our extensive national footprint, depth of experience and comprehensive service offerings which include real estate consulting.
We offer our clients a “best of both worlds” solution that pairs the technical qualifications and expansive resources of larger accounting firms with the attentive service and competitive pricing of smaller firms. We focus on long-term growth, quality assurance and investments to help our clients meet and exceed their objectives.
In today’s environment, it’s more important than ever to rely on someone you trust, which is why being a trusted advisor is the pinnacle of our real estate practice.
Our services
From real estate 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
Download our whitepaper for three steps real estate investment firms should take to create processes agile enough for the contemporary marketplace.
Featured insights
Resources and tools
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 aid in planning for the future.
Featured services and related industries
Our leaders
Over the last three years, our development activity has increased and the number of external investors has risen from less than 30 to almost 400. Without your guidance to gravitate to electronic delivery of K-1s, we would not have been able to manage the deluge of paper. We continue to deliver greater value to our investors than our competitors, which enhances our ability to attract capital. The Baker Tilly team is an important part of our success and we appreciate the strong relationship.Edward J. Madell, Chief Financial Officer, Continential Properties Co., Inc.