From acquisition due diligence to maximizing proceeds at disposition, you can count on PTR to optimize your results every step of the way.
Our services
Pre-Acquisition Phase
Due Diligence - using our local market knowledge, we forecast how property taxes will change due to the acquisition
Allocating Value – we provide tactical advice concerning property value allocations for assessments
Minimize tax increases through deal structure
Ownership & Operations
We facilitate timely enrollment of assessments by working proactively with jurisdictions and helping to influence appropriate initial assessments
PTaxSolution, our proprietary software platform – provides assessment and tax information, documents, and alerts
Annual property tax budgets
Review and Recommend Reports - provided annually to determine if an appeal is warranted
Assessment Appeals - for real property and personal property
County Information Requests – we respond to assessor inquiries
Personal Property - annual filing of returns
Strategic guidance - provide information for pending law or economic changes
Development or ReDevelopment
Forecast changes in property taxes, including timing of when those changes will take effect
Working with assessors for favorable assessments
Strategic property tax – assistance with reparcelizations and lease planning
Disposition
PTaxSolution - data gathering - historical tax bills in PDF form, parcel maps, etc.
Deal structuring to minimize tax increases
PTaxSolution is a web-based property tax management solution for all types of commercial real estate. It is an essential tool for analyzing and supporting internal financial decisions and the management of the appeal process.
PTaxSolution is a web-based property tax management solution for all types of commercial real estate. It is an essential tool for analyzing and supporting internal financial decisions and the management of the appeal process.
PTaxSolution places vital information at your fingertips, giving your business the ability to run efficiently and effectively.
It combines historical and real-time tax information, including assessments, rates, tax liabilities, and payment deadlines. Our platform is a state-of-the-art, software as a service (SaaS) property tax management system that reduces costs while increasing control of commercial real estate tax information.
Our software provides the tools necessary to ensure all your tax bills are accounted for and payments are sent in a timely manner.
PTaxSolution offers a proprietary real-time email notification system that keeps you informed whenever tax bills, assessment notices, hearing notices and information requests are received.
It also gives you the flexibility to view each property in aggregate or by individual parcel, so you can track and manage your property through any changes from acquisition to development to disposition.
PTaxSolution delivers a convenient place to store all property tax documents with the ability to sort and search using multiple criteria.