We believe that property tax consulting should be based on a deeply embedded relationship with our clients

Our approach

We have developed a formula for success in representing all property types, including retail, office, industrial, multifamily, hotels, land and special use properties. Our local market knowledge coupled with our property tax insight drives unparalleled results. Backed by decades of experience and a reputation for excellence, we add value by building unique strategies for each and every property.

 

Our services

  • Pre-Acquisition Phase

    Due diligence, price allocation, and deal structuring advice

  • Ownership & Operations

    Full lifecycle management of property taxes, from assessment, to appeals, budgets, and timely payment

  • Development & Redevelopment

    Forecast timing and magnitude of development impacts and changes

  • Disposition

    Deal structuring to minimize tax impacts

Meet our team

  • Wayne Rose

    Over fifteen years of experience in the property tax industry and has successfully reduced the assessments of high profile multi-faceted assets throughout the United States.

  • Nikki Graffam, Esq.

    With over ten years of property tax consulting experience, Nikki’s work runs the gamut of commercial property including office, industrial, self-storage, shopping centers.

  • Shawn Venstrom

    An expert in the valuation of complex assets including: special use properties, mixed use projects, proposed development, regional shopping malls, office and residential subdivisions.

"I have worked with PTR for over 10 years, and am extremely pleased to have them manage our property taxes. The PTaxSolution website is an invaluable tool to provide the transparency we need on our 200+ properties located across the country. But where PTR really sets itself apart is in regard to the appeal process. PTR goes above and beyond to carefully analyze our properties and present them fairly to our assessors. We are grateful to have PTR as a partner."

DAN RIPPS
CHIEF VALUATION OFFICER, CIM GROUP

 
 

Get In Touch

PTR is headquartered in San Diego, California. In-person and remote options available across the country.

5857 Owens Ave, Suite 329
Carlsbad, CA 92011
760-431-3803

 
 

Get started today with Property Tax Resources.