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.
Real Estate Advisory Services
Todd Carpenter
Managing Principal
Mark Aitchison
Managing Director
Manjima Bose
Director
Tom Bucher
Director
Laura Cataldo
Director
Brad E. Elmer
Managing Director
Allen Freeman
Managing Director
David Gibson
Managing Director
Gideon Gradman
Managing Director
Brad Hambrick
Managing Director
Michelle Isenhouer Hanlin
Director
Andy Koelbl
Principal
Kaitlin M. Konyn
Principal
Michael J. Kwiatkowski
Managing Director
Joel M. Laubenstein
Principal
Brent W. Maier
Principal
Michael Perrine
Managing Director
Jolena Presti
Managing Director
Andy Roehr
Managing Director
Kevin R. Secrist
Principal
Nate Voss
Principal
Our real estate advisory team understands the inner workings of real estate strategy, projects, transactions, trends and taxes so you don’t have to.
At Baker Tilly, we offer strategic advisory services that meet your growing real estate needs, no matter what the industry. From developing or enhancing your company’s real estate strategy — to raising capital and securing federal, state and local incentives for your projects — to providing real estate valuations, financial modeling and scenario planning for your existing portfolio, we have solutions for the entire real estate life cycle.
In today’s business environment, executives of all industries have become more involved and invested in their firm and community’s real estate decisions and they consistently look to Baker Tilly because we hold the key to real estate knowledge.
When we look at the entire real estate life cycle, we break it down into four segments:
- Strategic consulting and capital formation
- Development, construction and repositioning
- Asset and risk management
- Expansion and disposition strategy
No matter what stage of the real estate life cycle your company, community or project is in, our real estate advisory team can be seamlessly integrated and help in a number of ways.
Your success is our success — and our solutions are fully customizable and designed with your goals in mind.
Redefining real estate strategy as a service
Every company, regardless of industry, should have a real estate strategy that aligns with their current business goals and objectives as well as enables future growth strategies. By leveraging our real estate advisory services, we can become your trusted outsourced team tasked with ensuring your strategy aligns with your business model and needs. We’ll also ensure that current and future projects succeed so you can focus on what you do best: running your business.
Have you ever wondered:
- What is my current real estate infrastructure and how can I expand, build, reuse, repurpose or sell assets?
- What is the current value of my real estate?
- How can I finance my next project?
- What can I add to my capital stack to push my project along?
- What tax credits and incentives are available for my project?
- Where is the best place to build my next project?
- How can I better manage the development process for my project(s)?
- How do I mitigate risk and make sure my project stays on schedule and on budget?
We’re here to help.
Our real estate advisory team is made up of Value Architects™ with extensive experience in real estate strategy, capital formation and project finance, pre- and post-transaction support, site selection and location strategy, highest and best use studies, construction and development advisory, project audit and monitoring, due diligence, real estate valuation, appraisal and financial modeling and much more.
Our real estate advisory solutions
- Capital Magnet Funds (CMF)
- Community Development Financial Institution (CDFI) consulting
- Company operational consulting — workforce strategies, executive compensation, management succession and technology/digital solutions
- Construction risk management, controls and project audit (monitoring)
- Delaware Statutory Trusts (DST)
- Development advisory
- EB-5 immigrant investor program
- Economic impact studies
- Energy transition and transaction services
- ESG and sustainability
- Faith-based development services
- Greenhouse Gas Reduction Fund advisory services
- Highest and best use cases for owned or targeted land
- Historic Tax Credits
- Housing and Urban Development (HUD) and Public Housing Authority (PHA) consulting
- Incentives advisory
- Inflation Reduction Act of 2022 (IRA) tax credit solutions
- Investment structure design
- Low-income housing tax credits (LIHTC)
- Multifamily housing transactions for developers, owners and investors
- Multifamily market rate offerings
- Municipal advisory
- New Markets Tax Credits
- Opportunity zones
- Public-private partnership services
- Property Assessed Clean Energy (PACE) financing
- Project due diligence
- Project finance
- Project management and engineering
- Public sector advisory
- Real estate asset management
- Real estate services for family offices
- Real estate valuation, appraisal, financing modeling, portfolio strategy and waterfall calculation
- Site selection and location strategy
- Tax credit syndication
Disaster recovery for affected businesses
Next steps for businesses impacted by Hurricanes Helene and Milton.
By the numbers
2,560+
real estate advisory clients served across various industries
200+
dedicated real estate advisory professionals
15+
industries served
Who we serve
We serve leaders across various industries and communities, including:
- Commercial banks and financial institutions, including CDFI banks and alternative lenders
- K-12 schools
- Construction companies
- Legal and professional services firms
- Data centers
- Manufacturers and distributers
- Developers of industrial, office, multifamily and retail assets
- Multifamily, senior and supportive housing developers
- Energy providers and developers
- Municipalities, cities and communities
- Faith-based organizations
- Power and utilities companies
- Family businesses
- Private equity and portfolio companies
- Family offices and high-net-worth individuals
- Private for-profit, not-for-profit and underrepresented real estate developers and property managers
- Government contractors
- Regional centers
- Healthcare and life sciences organizations
- Real estate investors
- Higher education/universities
- Retail and grocery stores
- Hospitality companies
- State and local governments
- Hospitals and health systems
- Tribes
- Housing agencies, including Public Housing Authorities (PHAs)
Market Trends and Analytics
REcap: Baker Tilly's signature commercial real estate market report
Resources built with your success in mind
Featured case studies
mHUB uses NMTC financing to acquire and rehabilitate historic building in Chicago for new headquarters
The Baker Tilly Capital team helped mHUB secure $36.6 million of New Markets Tax Credit (NMTC) financing to acquire and rehabilitate the historic 240 N Ashland Blvd clock-tower building in Chicago.
Development partnership succeeds in first attempt to secure competitive financing for the construction of a new $20 million veterans housing building
With Baker Tilly’s assistance, our client was able to assemble layered financing and leverage commitments to apply for and be awarded competitive 9 percent Low-Income Housing Tax Credits (LIHTC) in its first funding attempt.
Baker Tilly helps Autel Energy find their first U.S. electric vehicle charger production facility
Autel Energy engaged Baker Tilly to assist in locating its first U.S. production facility as part of the electric vehicle (EV) movement being pushed by the federal government to create a nationwide network of electric vehicle charging stations.
Baker Tilly helps Pallidus secure incentives for new manufacturing facility in South Carolina
Pallidus Inc., a leading manufacturer of silicone-carbide semiconductor wafers, engaged Baker Tilly to assistance in securing state and local incentives for a new manufacturing facility in Rock Hill, South Carolina.
Baker Tilly's audit of major U.S. airport resulted in expected recovery of over $10 million
Baker Tilly was engaged to assist a major U.S. airport in conducting financial, compliance, economy efficiency and performance audits to ensure that project funds were properly used according to the agreements and contracts for the project.
Milwaukee Symphony Orchestra finds new home in historic Warner Grand Theatre
Baker Tilly's project finance team is assisting the Milwaukee Symphony Orchestra with structuring its tax credit transaction for the historic building renovation of its new home, the Grand Warner Theatre.
Public housing authority uses RAD/Section 18 blend for $5 million rehab project
Baker Tilly’s RAD consulting leads housing authority to greater rehab for the building and its residents.
Private equity investment firm grows company with trusted real estate guidance
Baker Tilly becomes a private equity real estate firm's one-stop-shop for all business advisory needs
Baker Tilly assists in closing first PACE Wisconsin project
Baker Tilly Capital structured the first PACE Wisconsin financing deal to redevelop a warehouse into Hotel Indigo Madison.
Our professionals
