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

  • The Great Recession vs. COVID-19 Affect on Property Taxes
    April 12, 2021

    In this podcast, Amish Gupta and Tim Feagans compare the how property taxes were affected during The Great Recession in comparison to the COVID-19 Pandemic. What was similar, what is different, and what insights can we take away from both crisis?

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  • Pandemic – A Year Later: Property Tax Winners and Losers
    April 1, 2021

    COVID-19 caused an immense economic decline in many sectors of the real estate industry over the past year. Which asset classes were negatively affected the most by the pandemic and which asset classes are poised to benefit the most from a reduction in property taxes during the upcoming tax protest season?

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  • Biden Administration’s Impact on Property Taxes
    March 17, 2021

    Amish Gupta and Tim Feagans discuss the impact that the new Biden Administration policies will have on property taxes.  It is an informative opinion on what investors can potentially expect as they formulate their strategies to mitigate any potential cashflow decline due to property taxes.

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  • 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.

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  • 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.

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  • 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.

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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.