Baird’s Real Estate Investment Banking team has an established track record of providing clients with comprehensive strategic advisory and capital market services. The group’s transaction experience, ongoing projects and frequent dialogue with industry participants provide unique insight into the real estate capital markets. In addition to in-depth knowledge across the real estate spectrum, Baird offers:

  • Experienced real estate equity capital markets professionals with expertise to execute public capital raises and other equity financing transactions
  • Sector specific coverage focus providing targeted expertise to our clients
  • A dedicated Real Estate Private Capital and Advisory group focused on private capital raises and advisory assignments
  • Tailored, objective solutions designed to seek the greatest outcomes
  • Strategic partnership with Huntington Bank to provide corporate lending solutions

Our Dedicated Effort to Private Capital & Advisory Is a Key Differentiator

Focused on relationships with institutional real estate investors located both domestically and internationally, the group has completed over 50 transactions totaling more than $7 billion in value since dedicated group was formed.

Joint Ventures and Entity Level Investments
  • Investment by an institutional investor(s) at the entity level
  • Investments into an existing or to be acquired / developed real estate portfolio
  • Co-GP funding or GP roll-ups
  • Pre-IPO bridge equity
  • Private Investment in Public Equity (“PIPE”)
Structured Financing & Anchor LP
  • Preferred equity
  • Stretch senior and mezzanine loans
  • Bridge loans
  • Mezzanine equity
  • Anchor LP investment into discretionary fund
  • Sidecar investment with the fund
  • Recapitalizations, including continuation vehicles
M&A and Advisory Service
  • Buy-side and sell-side M&A and strategic advisory
  • Majority sale of a company or portfolio of assets
  • Conflicts Committee advisory and fairness opinions
  • Tender offers, shareholders’ rights plans, and valuation analysis