Selected Estate Experience
Estate that included roughly 40 Assets in MD, DC, VA, TX, and CA
The assets included a trophy, Class A and B office, high-rise and garden-style apartments, urban mixed-use, and development land.
Hilltop Telecommunication Facility
A long-term leased hilltop telecom facility for estate’s heirs
The facility had zero income and uncertain highest and best use at reversion.
Georgia & South Carolina Estate
28 retrospective appraisals across Georgia and South Carolina
Included commercial property, residential property, 3 islands along the coast of South Carolina, conservation easements, cell towers, and fractional interests.
Multi-State / Multi-Property-Type Estate
62 properties in 20 states for estate planning
Property types included farm land, office towers in downtown San Francisco, a Marinam, and a manufacturing plant.
$71 million portfolio of shopping centers and multi-family properties
Valued 33.33% of LLC interest for gifting purposes.