Real Estate Services for Family Offices
Real estate portfolio services for family offices and high-net-worth individuals.
Real Estate Services for Family Offices
Todd Carpenter
Managing Partner
Michael F. Fitzpatrick
CPA
Partner
Tracey Nguyen
J.D., MBA
Principal
Our portfolio services for family offices' real estate and high-net-worth individuals are designed to help manage the full cycle of your real estate investments so you can focus on your business, career or other endeavors knowing that your assets are in good hands to perpetuate generational wealth.
We have the answers
- Does your family office have staff limitations or limited real estate expertise?
- Do you wonder if your real estate assets are under performing?
- Do you lack the time to focus on your overall real estate investment strategy?
- Do you prefer to own your investment real estate, rather than passively invest in a limited liability company (LLC) or limited partnership?
At Baker Tilly, we make fee simple real estate ownership, simple.
Whether you aspire to have direct investments in real estate or already have an active real estate portfolio, our seasoned Value Architects™ bring the full suite of services of our real estate advisory team to help analyze, strategize and manage your real estate assets so you don’t have to. We provide turnkey services as well as customizable solutions to meet your specific needs.
How we meet your needs
We begin by discussing family dynamics, risk profile, real estate investment objectives and perform a thorough analysis of your real estate assets. From there, our real estate advisory team makes recommendations and provides ongoing strategic support to maximize the value of your real estate assets, becoming your outsourced real estate asset management team.
- One-time consultation or annually as part of our comprehensive outsourced asset management services
- Portfolio evaluation — highest and best use analysis
- Risk assessment
- Investment strategy optimization
- Real estate investment education for family members
- Portfolio and individual asset sensitivity analysis
- Source assets based on your objectives
- Underwriting, business plan and market research
- Legal, letter of intent and contract negotiations
- Tax credit and incentive guidance: 1031 exchanges, Historic Tax Credits, Low-Income Housing Tax Credits, New Markets Tax Credits, Opportunity Zones, solar credits and state and local incentives
- Project financing: debt sourcing, lender negotiations and closing, capital placement and co-investment when applicable
- Feasibility assessment
- Project strategy and budget underwriting
- Ground-up, repositioning or tenant improvement
- Design team and contractor selection
- Construction oversight and risk management
- Capitalization requirements and lease-up strategy
- Portfolio return and property performance monitoring
- Selection, oversight and evaluation of property manager and leasing agent(s)
- Asset risk mitigation
- Budgeting, financial reporting, benchmarking and cash flow management
- Lease sensitivity analysis
- Manage cash distributions of income
- Hold/sell analysis to support your objectives
- Action plan creation to prepare for sale
- Broker selection assistance
- Due diligence management
- Purchase and sale agreement negotiations
Industry and service expertise
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
Keep your capital projects on time and on budget.
Development Advisory
Guiding clients through development projects from conception to completion.
Family Office
Baker Tilly’s family office professionals combine expertise with forward-thinking strategy, to enhance and protect your evolving legacy.
Historic Tax Credits
The trend to revitalize historic buildings nationwide is becoming more prevalent with the availability and value of Historic Tax Credits.
Incentives Advisory
Every year, federal, state and city governments across the United States invest over $170 billion of incentive funding into private businesses. Taking advantage of available incentives programs can fill financing gaps and turn planned projects into a reality.
Mergers & Acquisitions
Middle market business owners, investors and corporations rely on our sell-side, buy-side and financing solutions to execute their growth strategy.
Multifamily Housing
Transactions, tax, audit and advisory services for multifamily housing developers, owners and investors.New Markets Tax Credits
Optimize your project’s approach to capital with the New Markets Tax Credit program.
Private Wealth
At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.
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.
Real Estate
Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.
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 Valuation Services
Our accurate and reliable real estate valuations paired with strategic advisory services encompass the entire transaction lifecycle.
Site Selection & Location Strategy
From inception to site selection, we assist companies through the process of determining the optimal location to operate their business.
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.
