REAL ESTATE
Focused on Your Deal
Bailey LLP supports clients through every stage of the real estate deal lifecycle. From initial structuring and capital raising to managing operations, navigating compliance, and planning exits, we provide clear, strategic guidance at every step.
How Bailey LLP Can Help
Strategic Advisory Across the Real Estate Lifecycle
Bailey LLP’s Real Estate Practice is comprised of professionals with deep expertise across all property sectors and service lines. We support clients through every phase of the real estate lifecycle, from acquisition and structuring to operations, financing, and exit.
Our experience allows us to anticipate risks, identify opportunities, and deliver value-added insights that support both long-term goals and day-to-day decision-making.
Our Clients Include:
- Private real estate funds and syndicators
- Owners and operators
- Developers and project sponsors
- Real estate investment trusts (REITs)
- Property and asset management firms
- Co-operatives and condominium boards
Investment Types We Support:
Residential Assets
- Single-family and multi-family portfolios
- Senior housing and retirement residences
- Student housing communities
- Manufactured housing and mobile home parks
Commercial Assets
- Industrial, logistics, and warehousing
- Office and mixed-use properties
- Retail and shopping centres
- Self-storage facilities
- Hotels and hospitality assets
Capital Structures
- Equity and joint venture arrangements
- Debt and preferred equity positions
From structuring complex deals to navigating compliance and financial reporting, Bailey LLP brings the insight and experience needed to help real estate clients succeed in dynamic markets.
Core Services
Assurance
Audit & Attest
Accounting Advisory Services
Tax
Commercial tax Services
International Taxation Services
State & Local Tax (SALT)
Private Client Services
Advisory
Business Consulting
Business Process Outsourcing
Strategy & Business Trasformation
Technology, Risk Advisory, and Cybersecurity (TRAC)
Transaction Specialty Solutions
Embracing Change in the Real Estate Industry
In a rapidly shifting market, relying on past strategies can limit progress. Bailey LLP helps real estate leaders reassess their approach, adapt to new conditions, and build actionable plans to achieve long-term success in today’s evolving landscape.
Specialty Services
In addition to core tax and assurance services, Bailey LLP provides a wide range of specialized advisory solutions tailored to the real estate sector. Our team supports clients in navigating complex structuring, compliance, and operational issues across all asset classes.
Our real estate specialty services include:
- Carried interest calculation and analysis
- Tax advisory for asset rollovers and replacements (including Section 85 and 1031-like planning)
- REIT structuring and compliance support
- Cost segregation studies and energy efficiency consultations
- Foreign investor tax reporting and withholding support
- Identification of federal, provincial, and municipal tax incentives and credits
- Opportunity zone and economic development benefit analysis
- Cash flow forecasting and profitability modeling
- Common area maintenance (CAM) reconciliations and lease audits
- Review of rent escalations and complex lease provisions
- Partnership tax structuring and waterfall modeling
- Transaction and deal structuring
- Fund structuring for syndications and institutional capital
- Investment strategy and succession planning
- Acquisition due diligence and tax modeling
- Development of internal financial controls and compliance frameworks
- Advisory on building and integrating internal and external team