Confidential Portfolio

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.

Fractional Interest

$71 million portfolio of shopping centers and multi-family properties

Valued 33.33% of LLC interest for gifting purposes.