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Real estate private equity

Using a proactive approach, Baker Tilly helps real estate private equity firms with reporting, administration functions and enhancing transparency while scaling operations efficiently.

Real estate private equity

Whatever stage of the life cycle that your fund is in, we specialize in providing support to your capital stack. Real estate private equity is a special niche in the marketplace, so count on us to tackle complicated tax consulting and compliance, operating agreements, investor-ownership issues and back office support.

Our team has the requisite expertise to perform financial analysis, account for complex transactions, prepare and facilitate investor reporting, manage cash flow and liquidity, remediate prior periods and provide best practice guidance. Additionally, our experienced team has the ability to perform back-office services to consolidate vendor relationships and truly provide a one-stop shop for your fund’s accounting and administrative needs.

Our services

Provide full fund administration, including accounting and investor relations, fund performance reporting, middle and back-office accounting and general consulting for investment firms
Our client accounting services (CAS) practice utilizes our deep industry specialization and a technology-enabled platform to deliver an outsourced accounting solution that can be customized for the information and automation needs of property management and asset management
Develop informed strategies for effective tax planning that maximizes tax savings and meets your larger financial goals
Experienced audit teams with relevant industry specialization providing open communication in all phases of audit from planning to wrap-up
Valuation of business interests and related assets including portfolio valuation, estate planning, insurance valuation and due diligence
Function as a seamless extension of your team, reducing the administrative burden of accounting and reporting requirements allowing general partners to remain focused on deploying capital and building new investor relationships
Utilize institutional-level technology platforms, including Investran, to help funds scale operations efficiently while providing enhanced reporting and transparency to investors and key stakeholders
Has the experience and ability to perform CFO and controller services to reduce expensive in-house head count
Holds a deep understanding of the capital life cycle, from fundraising through wind down, and will be a trusted financial advisor throughout the life of the fund

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