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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.

Why Choose Our Firm?

  • We provide first-class analysis, first-class service.

  • We help clients in a wide range of situations.

  • We have broad experience in multiple industries.

  • We're Accredited Senior Appraisers with MBAs.

Hear from Our Clients

  • “You made the preparatory paperwork very easy which is much appreciated.”

    General Partner, Houston Based Family Limited Partnership

  • “I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.”

    Shareholder, Houston-Based Law Firm (20+ Attorneys)

  • “I wanted to take this opportunity to thank you and your team”

    Principle of a privately-held investment management company

  • “You did a great job!”

    Shareholder of indoor/outdoor RV & boat storage business

  • “Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.”

    Shareholder, Regional law firm (100+ attorneys)

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