We can pride ourselves on providing transactional advice to foreign funds that have so far acquired real estate in Poland, with a total value of over EUR 6 billion. The combination of expert knowledge, industry practice and extensive transactional and project experience allow us to bring real value to investment processes in which we are involved.
We provide support at every stage of the process, tailored to meet the client’s needs and objectives to the greatest extent possible, and with the acceptable risk level.
We have unique experience in tax optimization, transaction risk mitigation, transaction preparation, contracting and closing, settlement negotiations, valuation of commercial real estate, and in providing specialized consulting services for the hotel real estate industry.
We work primarily with:
- Investment funds (open and closed ended)
- Banks financing real estate investments
- Other entities that invest in commercial real estate (office, retail, warehouse, hotel properties)
- Companies whose assets consist of real estate.
Some of our key products in the real estate sector include:
- Support of the pre-investment process (due diligence, tax planning of the investment model, etc.)
- Financing or refinancing acquisition
- Valuation of real estate or development project
- Support of the investment (business evaluation, assistance in price negotiations, tax optimization of the construction process, investment financing, etc.)
- Planning the operating stage (optimization of operating activity upon completion of the investment)
- Exit strategy (developing project resale strategy optimal from the tax point of view)
- Audit and financial consulting services (including audit of financial statements and consolidation packages)
- Accounting and tax outsourcing
- Representing clients in tax and administrative proceedings and litigations.
When working on projects for the real estate industry we cooperate with advisors and experts from our other business lines, including auditors and business and corporate finance advisors under the Baker Tilly TPA brand. Our Real Estate Services business line provides support in real estate investment advice and valuation. Our comprehensive legal services are offered by Baker Tilly Legal Poland, which is part of the TPA group and an independent member of the global Baker Tilly International network. Such teams have a wide and comprehensive multidisciplinary knowledge which allows them to carry out even the most complicated risk projects.
See the transactions we advised on -> Our transactions