Invoke’s Pre-Acquisition Tax Estimates provide the detail necessary for underwriting and tax budget and pro forma analysis preparation. Tax Estimates provide an accurate 3-5-year real estate tax projection that includes property discussion, various approaches to value analysis and corresponding tax rates.
Data Collection
Property Details
Offering Memo
Trailing 12-Month Financials
Rent Roll
Planned Improvements
Internal Data Review
Review county documentation
Review internal properties worked in similar submarkets
Review multiple data sources to derive market rental rates, occupancy, expenses and cap rates
Estimate Workup
Build income model
Review data sources to determine valuation trends
Construct Equal & Uniform template (if applicable)
Review workup and compare valuation to similar properties in the same market area
External Client Review
Follow up phone call to discuss first pass of estimate
Gather any additional questions or insights from the client
Ensure client is satisfied with approach and methodology
Finalization
Produce final estimate
Conduct follow up phone calls as necessary