Case Study: National Portfolio

Real estate markets vary by region. Effective management through local expertise and national network are crucial to one's portfolio’s well-being...

Solution

Fisk Kart Katz and Regan consolidated the assessment and payment information for each location into a central database;

1. Worked through its affiliation with the American Property Tax Counsel (APTC ) to obtain recommendation as to the viability of appeal action on each of the client's properties; and

2. Instituted appeal actions on those properties that were appropriate appeal candidates.

 

Result

The client obtained a systematic appeal methodology for their entire North American portfolio;

 

1. Streamlined their interaction with the field by utilizing the APTC "single-point-of-contact" model;

2. Realized uniform reporting and expert advice from knowledgeable local counsel; and

3. Realized uniform pricing.

 

Situation

Fisk Kart Katz and Regan was hired by a multi-national firm headquartered in Florida to review and manage the tax appeals for their national portfolio of distribution and warehouse facilities.

 

Challenge

The client had properties in over 20 jurisdictions each with various payment schedules, appeal deadlines and procedures.