Institutional reports, on demand.
Ten signed deliverables for the moments your portfolio needs documentation — acquisition, development, budgeting, audit, disposition. AI-accelerated drafting with Reserve Tax Group’s licensed sign-off. Delivered in hours, not weeks.
Pre-Acquisition Tax Diligence. Before you sign.
Property tax is one of the biggest swing factors in a commercial real estate pro forma — and it resets the day you close. Most buyers underwrite off last year’s number or the seller’s number, then find out the real figure months later when the reassessment lands.
Send us the property. We model the reassessment-on-sale, run a 5-year forecast plus comparable analysis, and quantify whether there’s appeal upside — reviewed and signed by licensed counsel, back to you in under 24 hours, before your diligence window closes.
Mapped to the life of the asset.
From the moment you underwrite an acquisition to the day you dispose of it — a signed deliverable for every stage. Each is AI-drafted and carries Reserve Tax Group’s licensed sign-off.
Pre-Acquisition Tax Diligence
For buyers underwriting before LOI. Project the post-acquisition tax expense before close — reassessment-on-sale modeling, 5-year forecast, comparable analysis, and quantified appeal upside. Signed by Reserve Tax Group.
Development / Value-Add Tax Projection
Models the reassessment triggered by ground-up construction or major renovation. Projects post-completion tax basis, phases in assessment over the construction and lease-up timeline, and quantifies appeal grounds where the assessor outpaces stabilized value. Built for sponsors underwriting a development or heavy value-add before they commit capital.
Annual Portfolio Tax Forecast
Bottom-up tax expense forecast for every parcel — rolled up by property type, market, and reporting entity. Identifies reassessment risk and quantifies probable appeal savings. Board-ready summary deck included.
Property Tax Incentive & Abatement Analysis
Screens a property or portfolio against available abatement and incentive programs — ICAP, 421-a / 485-x, PILOTs, and comparable programs in other jurisdictions — and quantifies the eligibility, the value, and the compliance obligations that keep the benefit in place. Identifies savings an appeal alone can’t reach.
Tax Reserve Analysis
Documents the methodology behind balance-sheet tax reserves with comparable evidence and a quantified range of outcomes from pending appeals. Designed for direct delivery to external auditors at fiscal close.
Refund Recovery & Bill Audit
A retrospective audit of the prior three tax years to surface overpayments, billing errors, missed exemptions, and unfiled appeals still eligible for refund or reduction.
Loan Covenant Compliance Report
A formal compliance report addressing property tax covenants in mortgage and credit facility agreements. Documents tax status, payment history, and open assessments affecting compliance.
Equalization & Uniformity Analysis
State-specific analysis supporting equalization or uniformity claims in Illinois, New Jersey, New York, Ohio, and other jurisdictions where these doctrines materially expand appeal grounds beyond standard over-assessment.
Disposition Tax Position Memo
For sellers preparing to market. Pre-sale memo formalizing the property’s current tax position, projected post-sale assessment under buyer ownership, and pending appeals affecting first-year expense. For the offering memorandum data room.
Submarket Assessment Brief
Pre-investment market scan covering effective tax rates, historical assessment growth, appeal success rates by jurisdiction, and structural over-assessment patterns. Powered by Reserve Intelligence.
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