CBRE VALUATION & ADVISORY SERVICES

PROPERTY & TRANSACTIONTAX SERVICES

Build on Advantagecbre.us/propertytax

PROPERTY TAX ADVANTAGECBRE PROPERTY & TRANSACTION TAX SERVICES

At CBRE, we achieve property and transaction tax savings and refunds for our clients by providing expert tax strategies while executing property and transaction tax appeals and abatements.

We use our extensive scale and reach, state-of-the art technology and proven innovation processes to deliver quantifiable, results-driven property tax services.

WHY PROPERTY TAXES ARE IMPORTANTPROPERTY TAXES...

Are often the single largest operating expense for commercial real estate

Can lessen recovery shortfalls and increase earnings

Directly affect leasing capabilities and impact tenants

Affect underwriting assumptions

REASONS TO REVIEW PROPERTY TAXES

Change in property use

Change in zoning or

configuration

New construction or demolition

Increased property tax

burden

We reduce property tax burdens for our clients, providing savings that allow them to redeploy capital within their businesses.

Periodic Assessor reappraisals can generate

valuation errors

OUR SERVICES Assessment and Appeal Services

Budget, Accruals and

Pre-Acquisition Due Diligence

Real Estate Transaction Tax

PROPERTY TYPES Multifamily

Retail

Office

Industrial

Complex/Special Use

Hospitality

SPECIALIZED, TRUSTED EXPERTSCBRE’s professionals are the most knowledgeable property tax experts in the industry. They consistently achieve substantial tax savings and refunds for our clients, setting new industry standards throughout the country.

NATIONAL FOOTPRINT WITH LOCAL RELATIONSHIPSOur CBRE property tax experts reside in every major U.S. market, with exceptional reach into secondary markets. CBRE’s professionals maintain excellent relationships with local county employees and assessors to ensure a direct line of communication and a full understanding of any unique aspects of their requirements.

TECHNOLOGY PLATFORMCBRE’s continual investment in agile, entrepreneurial, state-of-the-art technology leverages the industry’s best intelligence across all asset classes and geographies. Our suite of integrated technologies includes the AppealTrack platform, which minimizes appeal preparation time, reduces the margin of error and streamlines the tracking process.

COMPREHENSIVE SERVICESCBRE offers a full spectrum of Property Tax Services, including assessment and appeal services, budget, accruals and pre-acquisition due diligence, and real estate transaction tax services. Our comprehensive service offering provides clients with the greatest opportunity for tax savings and refunds in the industry.

SUPERIOR MARKET INTELLIGENCECBRE’s world-class research and valuation platforms combine with our unmatched market share in Advisory & Transaction and Asset Management and Services to provide a superior level of market data and information. Our granular, street-level intelligence far outpaces traditional third-party data sources.

CBRE’s Property Tax Services professionals are the preeminent real estate tax advisory specialists in the country, offering our clients unique perspectives on property tax services through access to the largest and

most valuable proprietary data and intelligence in the industry.

© 2018 CBRE, Inc. The information contained in this document has been obtained from sources believed reliable. While CBRE, Inc. does not doubt its accuracy, CBRE, Inc. has not verified it and makes no guarantee, warranty or representation about it. It is your responsibility to independently confirm its accuracy and completeness. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. The value of this transaction to you depends on tax and other factors, which should be evaluated by your tax, financial and legal advisors. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for your needs.

CBRE VALUATION & ADVISORY SERVICES

cbre.us/propertytax

PROPERTY & TRANSACTION TAX SERVICESNATIONAL PLATFORM

CA

HI

AZ

NM

CO

WY

UT

MT ND

SD

MN

IA

NENV

TX LA

AROK

KS

ID

WA

OR

MS

NC

SC

FL

KY

ALGA

TN

OH

IL

IN

MIWI

MO VA

MDDE

WV

NJ

NY

PA

RIMA

CT

VTNH

ME

Property & Transaction Tax Offices

Valuation & Advisory Services Offices

MARK WHITNEY

National DirectorProperty & Transaction Tax Services T +1 602 735 5679 | C +1 720 724 0954 mark.whitney@cbre.com