If you own undivided interests in real estate, knowing the value of those is important for many reasons. Maybe you need an appraisal for estate + gift tax purposes, or to determine the market value when converting a traditional IRA to a Roth IRA.

Our professionals have in-depth knowledge of undivided interests and can provide the necessary factual and logical information to support their value conclusions and discounts. Your valuation will include a detailed analysis that identifies factors that influence the control and marketability discounts applied to your undivided interests.

Our valuation experts appraise all types of properties including:

  • Improved and unimproved properties zoned for commercial use
  • Single family residences in which undivided interests are owned by co-tenants
  • Residences where an estate holds a one half 50% community property interest in a home
  • A settler making a gift to a qualified personal residence trust (QPRT)

Questions? Fill out the form to the left to contact Steve Koons.