Single assets or national portfolios, real estate taxes dominate operating expenses. Minimization strategies start with acquisition structuring. Asset performance drive appeals which reposition local tax loads. Transparency, integrity, knowledge, communication and thoughtful planning lead to tax mitigation.

• Professional Disciplines
• Advisor
• Asset/Portfolio Manager
• Corporate Real Estate Officer
• Pension Fund Advisor
• REIT Advisor

• Areas of Expertise
• Tax Consulting

• Designations and Certifications
• Ad Valorem Tax Specialist

• Property Types
• • Industrial: Broadcast, Media
  • Industrial: Business Parks
  • Hospitality & Leisure: Casinos
  • Industrial: Flex, R&D
  • Industrial: High Tech/Data/Digital
  • Hospitality & Leisure: Hotels, Inns, Motels
  • Industrial: Manufacturing
  • Retail: Neighborhood, Community Retail
  • Retail: Outlets, Power Centers
  • Hospitality & Leisure: Recreational, Parks
  • Retail: Regional Malls
  • Hospitality & Leisure: Resorts
  • Industrial: Self-Storage
  • Hospitality & Leisure: Stadiums, Convention Centers
  • Industrial: Warehouse, Storage

• Metro Areas
• Ann Arbor (MI)
• Atlanta-Sandy Springs-Marietta (GA)
• Atlantic City (NJ)
• Augusta-Richmond County (GA-SC)
• Austin-Round Rock (TX)
• Baltimore-Towson (MD)
• Barnstable County (MA)
• Baton Rouge (LA)
• Bend (OR)
• Birmingham-Hoover (AL)
• Blanco County (TX)
• Boise City-Nampa (ID)
• Boston-Cambridge-Quincy (MA-NH)
• Bridgeport-Stamford-Norwalk (CT)
• Brownsville-Harlingen (TX)
• Burlington-South Burlington (VT)
• Cape Coral-Fort Myers (FL)
• Cedar Rapids (IA)
• Champaign-Urbana (IL)
• Charleston (WV)
• Charleston-North Charleston (SC)
• Charlotte-Gastonia-Rock Hill (NC-SC)
• Charlottesville (VA)
• Chattanooga (TN-GA)
• Chicago-Joliet-Naperville (IL-IN-WI)
• Cincinnati-Middletown (OH-KY-IN)
• Cleveland-Elyria-Mentor (OH)
• Coeur D'Alene (ID)
• College Station-Bryan (TX)
• Columbia (SC)
• Columbus (OH)
• Dallas-Fort Worth-Arlington (TX)
• Dayton (OH)
• Denver-Aurora-Broomfield (CO)
• Des Moines (IA)
• Detroit-Warren-Livonia (MI)
• Durham (NC)
• El Paso (TX)
• Elkhart-Goshen (IN)
• Eugene-Springfield (OR)
• Evansville (IN-KY)
• Fayetteville-Springdale-Rogers (AR-MO)
• Findlay (OH)
• Fort Wayne (IN)
• Gainesville (FL)
• Grand Rapids-Wyoming (MI)
• Greeley (CO)
• Greensboro-High Point (NC)
• Greenville (SC)
• Hartford-West Hartford-East Hartford (CT)
• Hawaii County (HI)
• Hilo (HI)
• Honolulu (HI)
• Indianapolis-Carmel (IN)
• Jacksonville (FL)
• Kansas City (MO-KS)
• Kimble County (TX)
• Knoxville (TN)
• Lake Charles (LA)
• Lansing-East Lansing (MI)
• Las Cruces (NM)
• Las Vegas-Paradise (NV)
• Lincoln (NE)
• Little Rock-North Little Rock (AR)
• Los Angeles-Long Beach-Santa Ana (CA)
• Louisville-Jefferson County (KY-IN)
• Lynchburg (VA)
• Madison (WI)
• Manatee County (FL)
• Manchester-Nashua (NH)
• Maysville (KY)
• Memphis (TN-MS-AR)
• Miami-Fort Lauderdale-Pompano Beach (FL)
• Milwaukee-Waukesha-West Allis (WI)
• Minneapolis-St Paul-Bloomington (MN)
• Missoula (MT)
• Mobile (AL)
• Modesto (CA)
• Monroe (LA)
• Montrose (CO)
• Napa (CA)
• Naples-Marco Island (FL)
• Nashville-Davidson-Murfreesboro-Franklin (TN)
• New Haven-Milford (CT)
• New Orleans-Metairie-Kenner (LA)
• New York-Northern New Jersey-Long Island (NY-NJ-PA)
• Oklahoma City (OK)
• Olympia (WA)
• Omaha-Council Bluffs (NE-IA)
• Orlando-Kissimmee-Sanford (FL)
• Polk County (FL)
• Port St. Lucie - Fort Pierce (FL)
• Portland-South Portland-Biddeford (ME)
• Portland-Vancouver-Beaverton (OR-WA)
• Portland-Vancouver-Hillsboro (OR-WA)
• Portsmouth (NH-ME)
• Providence-New Bedford-Fall River (RI-MA)
• Raleigh-Cary (NC)
• Redding (CA)
• Reno-Sparks (NV)
• Richmond (VA)
• Riverside-San Bernadino-Ontario (CA)
• Roanoke (VA)
• Rochester (NY)
• Sacramento-Arden Arcade-Roseville (CA)
• Salt Lake City (UT)
• San Antonio-New Braunfels (TX)
• San Diego-Carlsbad-San Marcos (CA)
• San Francisco-Oakland-Fremont (CA)
• San Jose-Sunnyvale-Santa Clara (CA)
• San Juan-Caguas-Guaynabo (PR)
• Santa Cruz-Watsonville (CA)
• Santa Rosa-Petaluma (CA)
• Sarasota County (FL)
• Seattle-Tacoma-Bellevue (WA)
• Shelby (NC)
• Shreveport-Bossier City (LA)
• Springfield (MA)
• Springfield (MO)
• St. Louis (MO-IL)
• Stockton (CA)
• Syracuse (NY)
• Tallahassee (FL)
• Trenton-Ewing (NJ)
• Tucson (AZ)
• Tulsa (OK)
• Virginia Beach-Norfolk-Newport News (VA-NC)
• Waco (TX)
• Washington-Arlington-Alexandria (DC-VA-MD-WV)
• Wichita (KS)
• Winston-Salem (NC)
• Worcester (MA)

• State
• Alabama
• Alaska
• All U.S. Markets
• Arizona
• Arkansas
• California
• Colorado
• Connecticut
• Delaware
• District of Columbia
• Florida
• Georgia
• Hawaii
• Idaho
• Illinois
• Indiana
• Iowa
• Kansas
• Kentucky
• Louisiana
• Maine
• Maryland
• Massachusetts
• Michigan
• Minnesota
• Mississippi
• Missouri
• Montana
• Nebraska
• Nevada
• New Hampshire
• New Jersey
• New Mexico
• New York
• North Carolina
• North Dakota
• Ohio
• Oklahoma
• Oregon
• Pennsylvania
• Rhode Island
• South Carolina
• South Dakota
• Tennessee
• Texas
• US Region: East
• US Region: Midwest
• US Region: South
• US Region: West
• Utah
• Vermont
• Virginia
• Washington
• West Virginia
• Wisconsin
• Wyoming

• Country
• Northern America
• United States