Job Description:OverviewWe are seeking a Manager to support real estate acquisitions, tax-advantaged real estate offerings, and the development of an internal debt brokerage platform. This role will work closely with senior leadership and span both investment execution and capital markets.
The position is split approximately:
- 30 to 40 percent acquisitions and tax-advantaged investment offerings
- 60 to 70 percent debt brokerage platform development and execution
ROLE OVERVIEWAcquisitions and Investment Offerings - Support sourcing efforts through broker outreach and market research
- Perform underwriting and financial modeling for acquisitions and structured real estate offerings
- Prepare investment summaries, due diligence materials, and Investment Committee presentations
- Assist in managing the acquisition process including diligence, third-party reports, and closing coordination
- Support structuring and execution of tax-advantaged real estate offerings in coordination with legal, tax, and distribution partners
- Assist with preparation of marketing materials and investor presentations
- Collaborate with asset management, capital markets, and investor relations teams
- Support capital raising efforts and respond to technical product questions
Debt Brokerage Platform - Assist in building and launching the firm's internal debt brokerage platform
- Develop and manage relationships with lenders including banks, agencies, debt funds, and life companies
- Support sourcing and structuring of debt for acquisitions, development, and third-party assignments
- Prepare lender packages and financing materials
- Analyze debt sizing, pricing, and structure across capital stacks
- Coordinate lender outreach, term sheets, and comparisons
- Track market trends, lender appetite, and financing comps
- Help establish internal processes, templates, and reporting
Opportunity - Exposure to acquisitions, capital markets, and structured real estate offerings
- Direct interaction with senior leadership and Investment Committee processes
- Opportunity to contribute to the buildout of a new business line within the firm
- Clear path for growth within both acquisitions and capital markets
Minimum Qualifications - 5 years professional experience
Preferred Qualifications - 7+ years of experience in real estate acquisitions, capital markets, lending, or investment sales
- Strong financial modeling and underwriting skills
- Experience with debt placement or lending
- Exposure to DSTs, Opportunity Zones, or similar tax-advantaged real estate structures
- Ability to manage multiple workstreams in a fast-paced environment
- Strong communication and organizational skills
- Detail-oriented with a proactive approach
The Wisconsin pay rate range for this job position is $85,000 - $182,150. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a
comprehensive compensation and benefits package to eligible employees
