Pre-Acquisition Tax Estimates

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 tax discussion, various approaches to value analysis and corresponding tax rates.

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Data Collection

Property Details

Offering Memo

Trailing 12-Month Financials

Rent Roll

Planned Improvements

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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

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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

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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

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Finalization

Produce final estimate

Conduct follow up phone calls as necessary