Advisory Services + Tax Expertise = Better Real Estate Outcomes

At Cavalry, we’re always working to stay ahead of both real estate market trends and our customers’ evolving needs. As part of those efforts, we recently introduced real estate veteran Will Rich, who joined us to lead our growing advisory practice.

We’re extremely excited about the expertise and experience that Will brings to the team, how these newly expanded service offerings complement our real estate tax practice, and, most importantly, the ways in which we can drive better outcomes for our clients across every phase of the real estate cycle.

We’ve long preached that when it comes to real estate tax, the best defense is a good offense. In other words, being proactive instead of waiting until there’s an issue. And that covers every phase of the real estate lifecycle, from accurate and comprehensive tax forecasting during due diligence to reviewing assessments for appeal opportunities before you ever get a tax bill.

Now, we’re offering an expanded roster of advisory services that dovetail with both that approach and our expert tax services, providing guidance across all deal types, anywhere in the country, and ensuring that your investment drives maximum return. Below, we’ll provide some examples of what this looks like in practice.

Pre-Development or Pre-Acquisition

• Market Analysis, Real Estate Supply/Demand Services, and Site Selection. Whether you are considering ground-up development or acquiring an existing asset, understanding the market and using that information to choose the right site or pursue the right opportunity is critical for long-term success.
  
  
• Highest and Best Use Analysis. Determining how to realize maximum value from your property isn’t always as simple as it seems. Our expert analysis centers on four key tests to provide youa strategy that realizes the highest potential from land assets: what is legally permissible, physically possible, financially feasible, and optimally productive.
  
  
• Economic and Fiscal Impact Studies. Once you’ve zeroed in on a target, there are seemingly infinite regulatory hurdles to clear. That’s where economic and fiscal impact studies come in.  Sound economic and fiscal impact studies are a key part of both investment due diligence and project approval by local zoning boards, councils, economic commissions, and other regulatory bodies.
  
  
• Real Estate Tax Projections. Understanding an asset’s tax burden can be the difference in a go or no-go call on an investment. Our Taxonics technology platform provides comprehensive real estate tax forecasts so you can make a more confident investment decision.

Ongoing Operation

• Property Performance Analysis. Real estate markets are cyclical, which means positioning your asset to take advantage of those cycles is critical to remaining competitive and realizing desired rates of return. Cavalry helps owners and investors enhance the productivity of their assets as we move through these cycles by analyzing and optimizing factors within the control of an owner — such as property competitiveness, management practices, and marketing effectiveness – to “tune up” performance.
  
  
• Property Tax Assessment Appeals. You should never pay more than your fair share of real estate taxes – doing so impacts your bottom line and makes your asset less competitive in tight commercial real estate markets. Our tax experts save clients money on their tax bills 96% of the time – providing you with more cash to reinvest into your portfolio and improve asset ROI.
  
  
• Annual Property Tax Budgeting. Our team’s decades of real estate experience, combined with the Taxonics technology platform, enables us to achieve 98% accuracy when forecasting real estate taxes for our clients. That means no surprises when the tax bill comes, allowing you to plan and budget with confidence.

How Can We Help You?

Whether you’re considering the merits of a potential real estate deal or received an assessment that seems high, we’re ready to help. Just click and let us know where you need assistance – we’re looking forward to discussing your opportunities and helping you implement a strategy for success.