Services
Real Estate Tax Analysis
- Complete assessment review of every property
- Review of assessor's data, including property and valuation data
- Market analysis of each property
- Formal or informal negotiations with the appropriate taxing bodies
- Preparation of all valuation data for appeals
- Annual monitoring of all assessment changes
- Provide annual recommendations and summaries of each property to the client
Property Tax / Asset Management Support
- Provide annual accrual / budget information for each property
- Monitor tax law or legislative changes in the states that could impact your business
- Work proactively with assessors to minimize partial assessments for new construction
- Strategic tax planning for acquisitions or divestitures
Real Estate Tax Acquisition Planning
- Review of proposed acquisition structure and allocations
- Provide language for transfer declarations
- Provide strategy recommendation to minimize property tax increases
- Work proactively with taxing authority on the acquisition
Specialty Areas
- Seniors Housing
- Apartments
- Income Properties
- Complex properties with business value components
Focus States
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Minnesota
- Missouri
- Nebraska
- Texas
- Wisconsin