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.

Real Estate Investors

  1. Brian Bader

    Brian Bader

    CPA

    Principal

  2. Randall Barrus

    Randall Barrus

    CPA

    Principal

  3. Matthew Brody

    Matthew Brody

    CPA

    Principal

  4. Ahmed Hamdy

    Ahmed Hamdy

    CPA, CMA

    Principal

  5. Michael Jakimzak

    Michael Jakimzak

    CPA, M.S.T.

    Principal

  6. Mike Kamienski

    Mike Kamienski

    CPA

    Principal

  7. James Munuhe

    James Munuhe

    CPA

    Principal

  8. Baker Tilly Professional

    Frank C. Nardi

    CPA

    Principal

  9. Bradley Nicklin

    Bradley P. Nicklin

    CPA

    Principal

  10. David Perzov

    David Perzov

    Principal

  11. Steven Schlachter

    Steven Schlachter

    MBA, CPA

    Principal

  12. Gare Torre

    Gabriel Torre

    CPA, M.S.T.

    Managing Principal

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 navigating diverse specialties and changing regulations can be demanding. We understand the complexity of your business, and therefore deliver value-added insight that aligns our services with your business goals. As a real estate investment consultant and advisor, our goal is to give you an accurate picture of where you currently stand and sound advice for getting you where you want to be. We tackle the advisory, tax and assurance needs so that real estate investors can maintain their focus on the essential aspects of their business.

We work with many types of real estate investors across all segments of the industry.

  • Private equity real estate funds
  • Real estate investment trusts (REITs)
  • Real estate developers/owners and investors
  • Institutional investors
  • Syndicators and lenders
  • High-net-worth family owners and family office
Let us be your trusted advisors.

Success in the industry relies on having trusted advisors who speak your language, which is why we understand the importance of delivering:

  • Partner accessibility
  • Team consistency
  • Hands-on approach
  • Attention to detail

You can rely on Baker Tilly’s experienced real estate investment consultants and advisors to ensure investor confidence, regulations compliance and results delivered via value-added services.

Our services

Real estate investor overlooking some of her assets under management

From real estate investment consulting to tax and assurance, we offer a suite of services, such as:

Tax services
REIT testing
  • REIT quarterly asset and income testing
  • REIT consulting, structuring and diligence
  • Distribution testing
  • Taxable REIT subsidiary analysis including ASC 740 calculations
  • Prohibited transaction testing
  • Impermissible tenant service income testing
  • Annual "earnings and profits" calculations for shareholder reporting
Accounting and assurance services
Environmental, social and governance (ESG) and sustainability solutions
Digital Solutions
Real estate transaction advisory
Construction risk management
  • Construction contract review and negotiation
  • Construction contract compliance and cost control
  • Project monitoring
  • Construction draw coordination
Real estate valuation and appraisal
  • Periodic fair value reporting
  • Purchase price allocation (ASC 805)
  • Impairment analysis (ASC 350)
  • Financial due diligence
  • Deal modeling and assumption testing
Outsourced accounting/client accounting services (CAS) and CFO advisory services
Private equity fund administration
  • Fund accounting
  • Capital event management
  • Financial reporting
  • Treasury services
  • Investor relations
Risk advisory services
Multifamily housing asset
Quarterly whitepaper

REcap: Baker Tilly's signature commercial real estate market report

Our quarterly commercial real estate market reports, "REcap," were created to help real estate professionals understand how the market is performing and current trends to assist in planning for the future.

Article

Enter strategic partnerships with confidence when utilizing proactive assurance

Lighthouse shining in dark clouds

Case study

Real estate investment firm improves its business continuity strategy and approach with Baker Tilly risk assessment and disaster recovery plan

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