Real Property Investment and Management
- Determined the value of 11 equity interests held in ten separate real property management businesses for a large taxable estate. The incorporation structure of the business entities included limited partnerships, limited liability companies, and corporations.
- Appraised the carried interests associated with the ownership and operations of a multi-family apartment complex for use in transferring interests by gift.
- Rendered opinions of value (multiple unrelated engagements) for undivided interests held in real properties for estate tax and for transfer by gifting.
- Framed our valuation opinion around the value of a promote interest for numerous real estate development projects.
- Appraised a full service property tax consulting firm for management planning purpose.