About this role
Baker Tilly is seeking a Principal to join and help lead our Real Estate Advisory Team within the Financial Advisory Services Group.
Baker Tilly’s Real Estate Advisory practice helps developers, owners, operators, investors, lenders and other stakeholders make informed decisions across the real estate life cycle. Our work includes transaction strategy, development feasibility, financial modeling, market and portfolio analysis, asset management advisory, operating and finance transformation, and other complex real estate consulting assignments.
The Principal will be a senior, market-facing leader responsible for originating and expanding client relationships, leading complex advisory engagements, developing our professionals and advancing the growth of the practice. The successful candidate will combine deep real estate expertise, strong commercial judgment and a collaborative leadership style to deliver practical, high-impact solutions for clients.
Responsibilities
- Serve as the lead executive on complex real estate advisory engagements, with responsibility for scope, strategy, quality, risk management, economics and client outcomes.
- Build and maintain trusted relationships with real estate developers, owners, operators, institutional investors, private equity sponsors, REITs, lenders, family offices and other market participants.
- Originate new opportunities and expand existing accounts through targeted business development, internal cross-selling, referral relationships, market visibility and thought leadership.
- Advise clients on acquisitions, dispositions, recapitalizations, financings, restructurings, development opportunities and portfolio-level decisions.
- Lead assignments involving transaction strategy and structure, scenario evaluation, financial modeling, underwriting, market and feasibility studies, development advisory and investment decision support.
- Oversee asset management and portfolio advisory engagements, including performance diagnostics, portfolio optimization, asset business planning, reporting improvement and value-creation initiatives.
- Guide operating and finance transformation projects involving management r