Valbridge Services
Estate Planning

Valbridge Property Advisors provides independent commercial real estate valuations and powerful insights to help clients navigate estate matters with ease.

Estate planning professionals, investors, and families trust our team of experts to complete their appraisals with a focus on quality, consistency, and IRS compliance.

We have the team in place to value your clients’ portfolios nationwide, including specialty assets. Our team specializes in estate planning appraisals, including valuations for estate and gifting filings, fractional interest valuation, expert witness services, litigation support, and partition actions. We provide a consistent and efficient valuation process tailored to your needs.

In addition to real estate appraisals, we also perform thousands of fractional interest valuations each year. Partial interest valuations from Valbridge stand out above the rest with detailed reporting, comparable data, and well-supported fractional interest discount conclusions. We appraise partial interests for a variety of entity types, including Limited Partnership (LP), General Partnership (GP), Limited Liability Company (LLC), Tenants In Common (TIC), and Undivided Interests.

Trust Valbridge’s qualified appraisers as part of your estate planning team. Our expertise in estate planning matters ensures that your filings are organized, consistent, and well-supported.

  • Real Estate Appraisals for 706 and 709 Filings
  • Fractional Interest Valuation/Discount Studies

    • Limited Partnership (LP), General Partnership (GP), Limited Liability Company (LLC), Tenants In Common (TIC), and Undivided Interests
  • Expert Witness/Litigation Support
  • Partition Actions
  • Estate Planning

I have been working with the Valbridge Team for almost 40 years, and they continue to be my “go-to” appraisers for commercial real estate and entities holding real estate.

– Charles H. Packer, Partner, Lathrop GPM LLP

The Valbridge Difference

IRS guidelines specify that appraisals for IRS purposes must consist of a “qualified appraisal” and be completed by a “qualified appraiser.” Valbridge Property Advisors is North America’s largest independent commercial appraisal firm with nationwide offices. Each office is run by an MAI designated appraiser, which is the highest qualification in the industry. Valbridge Property Advisors specializes in appraisals for estate purposes and fractional interest valuation.

Comprehensive Valuation & Advisory Services

Valbridge specializes in appraising all types of property and land. We produce custom, consistent appraisal reports across the U.S. market.

Request a Consultation

Valbridge welcomes single-property assignments as well as portfolio, multi-market and other bulk-property engagements.

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