Valuation of partial and undivided interests — applying the control and marketability adjustments that separate a fractional interest from its pro-rata share of the whole.
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We value undivided (tenant-in-common) interests in real property, accounting for the practical realities of shared ownership rather than simply prorating the value of the whole.
A minority interest cannot unilaterally direct sale, financing, or management. We quantify the resulting discount for lack of control with market-supported analysis.
Fractional interests are harder to sell than whole assets. We measure the discount for lack of marketability using recognized studies and transaction evidence.
We value interests in real-estate-holding partnerships and LLCs for transfers, buy-sell agreements, and dispute resolution.
Our fractional-interest opinions meet IRS standards for estate-tax, gift-tax, and wealth-transfer filings, and are documented to withstand review.
Defensible fractional-interest opinions for transfers, disputes, and filings.
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