Baker Tilly US, LLP is a leading advisory CPA firm, provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. We structure alternative investments to help investors achieve their financial goals by concentrating on institutional-quality assets, like multifamily housing, Opportunity Zones, Delaware Statutory Trusts, and healthcare properties. Baker Tilly’s real estate advisory team also optimizes the capital stack to enhance investment returns by using cost-effective financial alternatives like New Markets Tax Credits, low-income housing tax credits and other incentivized funding sources. Having completed more than $15 billion in transaction volume, Baker Tilly is passionate about helping real estate developers and investors win now and anticipate tomorrow.
BT REI Manager, LLC, a wholly owned subsidiary of Baker Tilly, is led by the same experienced investment bankers and real estate finance specialists who advise the real estate clients of Baker Tilly. We have significant experience assisting clients with investment structuring, diligence, capital raising, identifying cost-effective alternative sources of capital, securing tax credit and incentivized financing, and creating and executing real estate acquisition and disposition strategies. We have experience distributing Regulation D private placements through independent broker-dealers, registered investment advisors, family offices, high-net-worth individuals, and accredited investors nationwide.
4807 Innovate Ln
PO Box 7398
Madison, WI 53707-7398
|Current and Former Offerings|
|Year Founded||Sector||Structure||Senior Executives|
|Baker Tilly US, LLP was founded in 1931; BT REI Manager, LLC, was founded in 2021.||Real Estate, Multifamily, Other||–||
Todd Carpenter, President
Michael Fitzpatrick, EVP and CFO
Tracey Nguyen, EVP and GC
Mark Aitchison, Director of Capital Markets
Nick Rhode, VP Development
Emily Scharpf, Financial Analyst
|# of Liquidity Events||# of Private Placement Programs|