FORECAST
Have greater confidence in your due diligence with FORECAST.
Property tax surprises will never threaten the success of your projects when your due diligence includes a FORECAST tax projection. With expert interpretation of quality data, our on-demand real estate tax projections support due diligence for any property, any deal type, anywhere in the United States.
Every FORECAST Tax Projection includes:
Jurisdiction insights that clearly explain how, why, and when your property will be assessed and taxed based on your specific deal type.
Assessment comparables that illustrate how similar properties with similar deal characteristics have been treated by the taxing jurisdiction.
A comprehensive real estate tax forecast that accurately quantifies annual real estate tax expenses through the entire life cycle of your specific deal; developed with proprietary Taxonics technology and reviewed by our tax experts.
Every FORECAST Tax Projection is:
In Excel for easy sharing and collaboration
Completed by real estate tax experts
Built using the Taxonics data platform, INFORM
| Assessment & reassessment sale comps Our analysis is always comparable based. Depending on your scenario, the tax projection will include comparable assessments and/or reassessment sale comparables. Click image for larger view.
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| Tax rate analysis We analyze the subject’s actual tax rates as well as jurisdiction-specific budget and policy considerations to conclude growth during the projection period. Click image for larger view.
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| Value growth analysis We analyze the assessment growth of the subject property and its assessment comps (if applicable) to conclude value growth rates. Click image for larger view.
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| Recreated tax history We derive the subject’s available tax history using its values, rates, non-ad valorem charges, and adjustments, proving that the methodology we use to forecast taxes is correct. This essential practice allows us to catch any irregularities that may affect the subject property. Click image for larger view.  |
PRICED FOR YOUR SCENARIO
FORECAST is priced per projection. Volume pricing is available for enterprise packages.
Acquisition
When you’re acquiring a property $1,750
- 5-Year projection period
- Relevant comp analysis
- Tax rate analysis
- Value growth analysis
Development
When you’re developing a property $4,375
- Projection period based on your development
- Relevant comp analysis
- Tax rate analysis
- Value growth analysis
- Recreated tax history
- New construction analysis
- Supplemental/demolition pickup analysis
- Parcel reorientation analysis
“We identified an acquisition opportunity in a new market and tax jurisdiction. Taxonics removed any uncertainty surrounding potential tax implications through their comprehensive real estate tax due diligence, despite jurisdictional complexities.”
Jeff Schaeffer
Alterra Property Group
“With Taxonics’ due diligence tools, we were able to clearly define the tax picture for our multi-phase, mixed-use development in the Northeast. Through this detailed analysis, we were able to put our partners minds at ease identifying exactly what the development’s taxes would be during each phase of the build.”
Brandon Segal
Hines
“Real estate taxes are a critical component of our underwriting due to its significant impact on valuation and cash flow, yet we only have so much time to gather precise and detailed tax data to help us make sound assumptions. INFORM and it’s Acquisition Underwriting has become our primary source for timely and reliable information.”
Tong Li
LCOR
