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