Baker Tilly
Overview
Baker Tilly is a top-tier accounting and advisory firm, not a real estate sponsor, and appears in the 1031/DST ecosystem as a tax, cost-segregation and transaction advisor rather than as an issuer of offerings. Investors should treat its presence on a sponsor list as a service-provider relationship; it originates no property programs and carries no sponsor AUM.
Strategy & advantages
- Functions as a tax and transaction advisor in the 1031/DST ecosystem, not a property sponsor.
- Brings a national accounting/advisory platform to cost-segregation, 1031 structuring and entity planning.
- Originates no property programs and carries no sponsor AUM.
- Deep CPA and tax-specialist bench differentiates it from real estate operators.
- Relevant to exchangers for diligence and tax support rather than as an issuer.
Important disclosures. Sponsor information and performance metrics are sponsor-reported and compiled by Baker 1031 from sponsor and public sources; they have not been independently verified and are subject to change. Full-cycle returns, equity multiples, hold periods, and success rates reflect realized programs only (survivorship bias), are averaged across differing assets, vintages, and structures, are net of fees and program expenses, and are not indicative of future results and not a recommendation. Designation as a preferred sponsor reflects Baker’s due-diligence coverage, not an endorsement or guarantee. For accredited investors only; not an offer or solicitation. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; subject to registered-principal approval.