Valuations

Estate Planning

Accurate valuations are the foundation of sound estate planning. We provide date-of-death appraisals, gift tax valuations, and fair market value assessments that meet IRS requirements and give attorneys, fiduciaries, and families the reliable figures they need.

Divorce

Property division requires an independent valuation both parties can trust. We deliver defensible appraisals for divorce proceedings — objective, well-supported, and prepared with the precision that legal matters demand.

Asset Management

Investors and asset managers rely on current, accurate valuations to make sound portfolio decisions. We provide independent assessments that give you a clear picture of where your real estate holdings stand.

Private Lending

Lenders need valuations they can underwrite with confidence. We provide thorough appraisals for private lending transactions, ensuring the collateral value is accurately represented before a loan is made.

Capital Gains

Establishing an accurate basis value is critical for capital gains tax calculations. We provide retrospective appraisals and current market valuations that support proper tax reporting and help minimize disputes with taxing authorities.

Pre-Listing Analysis

Before you list, know what your property is worth. Our pre-listing appraisals give sellers an independent, objective valuation to inform pricing strategy — separate from the interest of any agent or buyer.

Construction Defects

When construction defects affect a property's value, the financial impact needs to be quantified. We assess how defects influence market value and provide defensible reports for use in legal proceedings or insurance claims.