CASE STUDIES

Whether your deals are in the pre-acquisition, holding, or disposition phase, RETC has the proven ability to create value for our clients by materially impacting deal and fund level returns on a consistent basis. See case studies below to learn more about how RETC drives deal success for our clients.

  • The client in this case study is a private firm that develops, owns and operates mid to high-rise multifamily properties spanning over 45 markets in North America and Europe. Collectively, they have and interest in over 200 assets with an estimated portfolio value of $10 billion.

  • The client had recently developed a senior living property. The costs the client incurred while developing this property were well above $20 million and the county appraisal district assessed the value at $29,199,960.

  • The county appraisal district decided to increase the appraised value of the client’s shopping center from $14,918,239 to $20,602,722. The appraisal district used recent transactions and rents from what they deemed comparable properties to justify the increase.

  • The client had seen very little increase in assessed value on this property for some time. However, this year the county appraisal district increased the value from $11,863,680 to $13,625,290.

THOUGHT LEADERSHIP

  • Importance of Tax Projections on Deal Success
    January 29, 2021

    Investors tend to review property taxes during the hold phase of their investments. In reality, careful and precise property tax projections during the acquisition phase will have much more impact upon the overall success of the deal than the appeals during the holding phase.

    Read more...
  • Transaction Volume’s Effect on Tax Assessments
    December 15, 2020

    In this podcast, Amish Gupta explains in conceptual terms why property tax assessment values are quick to increase in step with upmarket swings, but tend to have much slower reaction times during downtrending markets.

    Read more...
  • 2020 Elections Property Tax Update
    November 9, 2020

    The 2020 elections have been nothing short of interesting to say the least. In this podcast we discuss what you need to know about recent property tax related legislation changes and how they will affect you as we move into 2021.

    Read more...
  • Proposition 13 and Gallagher Amendment
    October 5, 2020

    Amish Gupta and Tim Feagans discuss the major impact that California’s Proposition 13 and Colorado’s Gallagher Amendment would have on property tax assessments and how this might affect your strategies as an investor in these two states.

    Read more...
  • Protecting Cashflows in an Economic Downturn
    August 19, 2020

    The economic shutdown caused by the COVID-19 pandemic has caused great distress upon cashflows in many sectors.  In this podcast, we discuss how certain property tax strategies can help investors to protect their  cashflows during this economic downturn. 

    Read more...
  • Intro to Exemptions and the Effects of COVID-19
    June 5, 2020

    In this podcast we explore the basics of exemptions and discuss how the interpretation and application of disaster exemption might be affected by COVID-19.  A summary of the discussion is also available in the PDF download below.

    Read more...

PROPERTY TAX CALENDAR

It is important to know your assessment notice date as well as appeal deadlines. Missed deadlines can lead to lead to over assessment and increased taxation for your property. As guide, please use our calendar in the link below.