Real Estate Investors
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
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
Case study
REIT improves business processes and operations while ensuring SOX compliance with outsourced internal audit function
Case study
Real estate company strengthens third-party management processes, enhances investor confidence
Case study
Real estate investment trust (REIT) strengthens its financial, operational, and compliance related controls
Case study
Real estate investment firm improves its business continuity strategy and approach with Baker Tilly risk assessment and disaster recovery plan
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