Real Estate Investors
Advisory, tax and assurance services for real estate investment funds, REITs, private equity real estate, institutional investors, family offices, endowments and foundations.
Real Estate Investors
Randall Barrus
CPA
Partner
Amy Estes
CPA
Partner
Rick Guillen
CPA
Partner
Ahmed Hamdy
CPA, CMA
Partner
Scott L. Jackson
CPA
Director
David B. Jamiolkowski
CPA
Partner
Mike Kamienski
CPA
Partner
Brent W. Maier
Principal
James Munuhe
CPA
Partner
Frank C. Nardi
CPA
Partner
Bradley P. Nicklin
CPA
Partner
David Perzov
Partner
Matthew E. Vertin
CPA, MST
Partner
Creative, 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 maneuvering across diverse specialties and regulatory environments can be time-consuming and demanding. Our goal is to help investors stay focused on the core elements of their business by providing creative and transformative solutions for everything else.
We work with many types of real estate investors across all segments of the industry — commercial, residential, hospitality, medical, retail, industrial and mixed use.
- Public and private REITs
- Real estate investment funds and holding companies
- Private equity real estate funds
- Institutional investors
- High net worth family owners
- Tax-exempt investors, including pension plans, endowments, foundations and municipalities
You can rely on Baker Tilly’s experienced team to ensure investor confidence, comply with regulations and deliver performance with these and many more value-add services.
Our solutions
Tax
- Local, state, federal and international taxation
- REIT consulting, structuring and quarterly asset and income testing
- Annual “earnings and profits” calculations for shareholder reporting
- Tax planning for asset acquisition and disposition activity
- Compensation planning, including partnership options and profit interests
- Tax planning for tax-exempt investors, including pension plans, endowments, foundations and municipalities
- IRS controversy and exam assistance
- Joint venture platform
- Opportunity Zone strategy
Accounting and assurance
- Audit, review, and compilation services
- Internal audit and internal controls
- Sarbanes-Oxley (SOX) compliance services
- Lease abstraction
- Property valuation
- Reporting requirements
- Revenue recognition and lease accounting
Consulting
- Outsourced accounting/client accounting services (CAS)
- CFO advisory services
- Property manager operational/compliance reviews
- Fund administration
- Technology risk services, including cybersecurity
- UPREIT and DownREIT partnership planning
- Real estate development services
- Real estate valuation and advisory services
- Market studies
e-book
Roadmap to building a sustainable cybersecurity management program
A sustainable cybersecurity management program – one that is proactive, sound, and aligned to business and organizational risks – begins here.
Featured insights
Featured services and related industries
Federal Tax
Baker Tilly offers specialized federal tax compliance and planning expertise to help businesses optimize value while minimizing their tax burden.
Cost Segregation
Individuals and companies that build, purchase, remodel or expand any kind of real estate can benefit financially from using cost segregation.
CFO Advisory Services
Baker Tilly provides critical advisory services and support to financial leaders, business owners and investors that meet the unique challenges, complexities and the ever changing environment the office of the CFO faces.
Employee Benefit Plan Audit
We help meet your employee benefit plan’s annual audit and filing requirements, and work to protect the plan’s integrity.
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
Internal Audit
Leverage industry-specialized internal audit for organizational success.
Sarbanes-Oxley (SOX) Compliance
Drive a more efficient and effective SOX compliance program.
System & Organization Controls (SOC) Reporting
Baker Tilly’s dedicated AICPA SOC specialists perform hundreds of SOC engagements each year and help clients with their SOC reporting needs across a wide variety of industries.
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.
Construction Risk Management
Keep your capital projects on time and on budget.
Family Office
Baker Tilly’s family office professionals combine expertise with forward-thinking strategy, to enhance and protect your evolving legacy.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
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.
EB-5 Immigrant Investor Program
The EB-5 program gives investors an opportunity to obtain a green card in exchange for making a qualifying, job-creating investment in the United States.
Corporate Renewal & Turnaround Services
Baker Tilly works with companies to design and execute a comprehensive turnaround plan to help mitigate risk and improve operations during an economic downturn.
Environmental, Social & Governance
Going beyond responsibility to value and opportunity, we provide comprehensive and industry-focused ESG program advisory and assurance from development to execution.
Financial Crimes Solutions
Bringing together industry-leading solutions and investigative experience to detect and prevent financial crime, reduce regulatory risk and strengthen current control environments.
Our professionals
Our clients
