Real Estate Advisory Services
Real Estate Advisory Services
Todd Carpenter
Managing Partner
Mark Aitchison
Managing Director
Donald N. Bernards
CPA
Partner
Laura Cataldo
Director
Brad E. Elmer
Managing Director
Garrick Gibson
CPA
Partner
Gideon Gradman
Baker Tilly Capital, LLC Managing Director
Brad Hambrick
Managing Director
Seth Harrop
JD, CPA
Partner
Tyler R. Inda
J.D.
Principal
Michael J. Kwiatkowski
Managing Director
Joel M. Laubenstein
Principal
Gary Leatherman
Managing Director
Brent W. Maier
Principal
James S. Miller
CPA, CCA
Director
Tracey Nguyen
J.D., MBA
Principal
Anthony Ollmann
CPA, CCA
Partner
Michael Perrine
Managing Director
Jolena Presti
Managing Director
John Provenzano
MAI
Director
Andy Roehr
Managing Director
Nuwandi Trahan
CPA
Partner
Kevin R. Secrist
Director
Nate Voss
Senior Managing Director
Bradley Wood
ASA
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)
- 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
- 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)
- Manufacturing project development office
- 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
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)
Resources built with your success in mind
Featured case studies
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, an international company providing electric vehicle (EV) products and services, engaged Baker Tilly to assist in locating its first U.S. production facility as part of the 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.
Lac Courte Oreilles Tribe constructs new community healthcare center with the help of NMTCs
The Baker Tilly Capital team helped the LCO Tribe secure $44.3 million of New Markets Tax Credit financing from multiple Community Development Entities to construct their new behavioral health center.
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.
Emerging affordable housing developer gains industry access and knowledge to scale development projects
KG Development Group, a real estate development firm, worked with Baker Tilly to build capacity through education and creating relationships.
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
Realizing the possible: Baker Tilly becomes an investment 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.