Baird’s Real Estate Practice

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 investment banking professionals with expertise to execute private and 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 housed inside the Real Estate Banking group
  • 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 40 transactions totaling more than $6 billion in value since dedicated group was formed.

Joint Ventures and Entity Level InvestmentsStructuredM&A and Advisory Service
  • Investments into an existing or to be acquired/developed real estate portfolio whereby sponsor partners with an institutional investor
  • Co-GP funding or GP roll-ups
  • Investment by an institutional investor at the entity level whereby the investor purchases a significant position in the company
  • Pre-IPO bridge financing
  • Gap equity for refinancing
  • Bridge and mezzanine loans
  • Mezzanine equity
  • Debt acquisitions and dispositions
  • Stretch seniors
  • Traditional buy-side and sell-side M&A and strategic advisory
  • Majority sale of a company or portfolio of assets to an investor or other company
  • Advisory services include fairness opinions, tender offers, shareholders’ rights plans, valuation analysis and term sheet review

Public Equity Transactions

Leading equity underwriter for REITs and Lodging C-Corporations, with 160+ transactions totaling $60 billion equity capital markets transactions since the groups founding in 2012.

Public Equity Transactions

Private Capital and Advisory Transactions

M&A Advisory

M&A Advisory Transactions

Entity-Level Private Placements

Entity-Level Private Placements

Asset-Level Joint Ventures / Restructurings

Asset-Level Joint Ventures / Restructurings

Get more information on these and other transactions by visiting Baird Global Investment Banking Equity Transactions and M&A Transactions.

Meet the Team

Steve Goldberg

Steve Goldberg
Managing Director
Head of Real Estate Investment Banking

Jim O'Brien

Jim O’Brien
Managing Director

Tom O'Hare

Tom O’Hare
Managing Director

Jeff Rogatz

Jeff Rogatz
Managing Director

Sandy Walter

Sandy Walter
Managing Director
Head of Real Estate Capital Markets

Engagement commenced while senior members of the Real Estate team were at a prior firm.