Portfolios | Institutional
Portfolio
Types​​
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Public REITs
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Private Equity and Fund Portfolios
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Core and Core-Plus Institutional Portfolios
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Multi-State and Multi-Jurisdiction Holdings
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National Owner-Occupiers
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Enterprise Corporate Real Estate
Transaction and Financing
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Sale-Leaseback Transactions
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Pre-Acquisition Tax Exposure Analysis
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Post-Closing Appeal and Reassessment Strategy
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Financing and Lender-Required Valuations
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Ground Lease and Leasehold Assessment Appeals
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Lease Encumbrance and Income Reframing
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CMBS and Securitized Asset Tax Strategy
Single Point of Contact​
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Tertiary and Illiquid Market Specialists
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Assets Without Comparable Sales
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Confidential Second Opinions
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Acquisition Due Diligence
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PILOT Agreement Audits & Renegotiation
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Multi-Jurisdiction Coordination & Strategy
The strategy is built at the portfolio level
The last dollar is recovered at the asset level
3,143 Counties | Core and Tertiary Markets | Coast-to-Coast
No cherry-picking. Full -portfolio reality checks
Even the smallest and most remote get the last dollar
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The industry values property with hope.
We apply 25+ Years of with what the markets do.​
VALUATION APPROACH
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Institutional portfolios require a different engagement model than single-asset appeals. Multi-state holdings demand coordinated strategy across assessment cycles, appeal deadlines, and jurisdictional methodologies that vary state to state. Tax exposure embedded in a sale-leaseback, acquisition, or ground lease is rarely identified until the first assessment notice arrives — by which point the appeal window may already be closing.
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The lease encumbrance argument is one of the most powerful and underutilized tools in the property tax arsenal. CMBS and securitized assets carry additional complexity where lender requirements intersect with appeal strategy. PILOT agreements are audited against current asset economics to identify where owners are systematically overpaying as equipment depreciates and market conditions shift.
OUR EXPERTISE
Every engagement is built around a custom local team of attorneys, accountants, and appraisers selected for the specific asset and jurisdiction. Not assigned from a national roster. Investment-grade intelligence drawn from acquisitions, development, capital markets, and leasing identifies value shifts that a tax-only practice will miss.
100 percent contingent on tax savings. The alignment of interests is total.
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The small ones get the same rigor as the large ones and the ones harder to prove.
That is where most firms stop delivering.