The purchase of real estate involves the assumption of risk for anticipated returns. Real estate tax, as one of the largest operating expenses, must be analyzed and projected within the context of the transaction and jurisdictional environment. Equity Property Tax Group understands the tax scenarios that enhance underwriting and impact the structuring of transactions. With our professionals' experience in quantifying tax liabilities by modeling alternative scenarios, clients receive strategic planning opportunities and greater potential on savings and returns from their investment.

Services

• Preliminary review – A limited review of the local property tax environment and the potential impact of a sale on the taxable value.
• Partial review – A limited review and projection of property taxes for a defined period. Models are utilized to link acquisition variables to local assessment practices.
• Full review – A complete in-depth review and projection of property taxes for the holding period of the asset. Models are utilized to link acquisition variables to local assessment practices. A most probable outcome as well as alternative scenarios are explored.

Examinations may include reviews of anticipated property performance, leasing and capital costs, deal structuring options, financing purchase agreements, due diligence review of seller's books and records, jurisdictional tax records, property tours, market research, comparables analysis, local market tax intelligence, pre-acquisition negotiations with taxing jurisdictions, attendance at meetings, jurisdictional filings, purchase price allocations, intangible allocations, and real and personal property tax filings at the jurisdictions.