Real Estate Services for Family Offices | Baker Tilly

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Real Estate Services for Family Offices | Baker Tilly

Industry and service expertise

affordable housing consultants - multifamily housing community

Affordable Housing

Transactions, tax, audit and advisory services for multifamily housing developers, owners and investors.

Real estate investor looking for asset management solutions

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.

construction risk management - Man sitting at the window in his office while looking at his phone

Construction Risk Management

Keep your capital projects on time and on budget.

Development Advisory

Guiding clients through development projects from conception to completion.

Team of family office services professionals meeting in conference room

Family Office Services

Baker Tilly’s family office professionals combine expertise with forward-thinking strategy, to give our clients the gift of time.

historic building renovated to revitalize a community

Historic Tax Credits

The trend to revitalize historic buildings nationwide is becoming more prevalent with the availability and value of Historic Tax Credits.

business Incentives Advisory Construction Scene

Incentives Advisory

Every year, state and local governments across the United States invest billions of incentive funding into private businesses. Taking advantage of available incentives programs can fill financing gaps and turn planned projects into a reality.

Two coworkers shaking hands by a window overlooking the city | mergers and acquisitions advisory

Mergers & Acquisitions

Middle market business owners, investors, and corporations rely on our sell-side, buy-side, mergers and acquisitions advisory, and financing solutions to execute their growth strategy.

new market tax credits - Building beams in place at a construction site

New Markets Tax Credits

Leading your project through the competitive New Markets Tax Credit financing process.

World exploration made possible private wealth services

Private Wealth

Delivering bespoke, advanced family office and tax solutions with unparalleled service

Contractor looks at construction site while considering project finance

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.

Commercial real estate consulting firms in city

Real Estate

Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.

real estate investment consultant | Real estate developer looks at city from above

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.

Upward view of city buildings | real estate valuation services

Real Estate Valuation Services

Our accurate and reliable real estate valuation services paired with strategic advisory encompass the entire transaction life cycle.

Site Selection & Location Strategy

From initial business planning to final site selection and incentive procurement, we guide companies through every stage of the decision-making process — helping them determine where and how to invest in real estate, workforce and related assets to ensure long-term operational success.

Man pondering his wealth management consulting strategy

Wealth Management Consulting

Your wealth is measured in more than just numbers. That’s why our wealth management advisors take the time to get to know you and your goals first.