Aspen Resource Group

TrueDiligence™ for Buyers and Sellers of Commercial Real Estate

 

TrueDiligence™ is a comprehensive suite of property tax and related due diligence service that provide valuable insight and information to Buyers and Sellers of Hospitality and other commercial real estate. 

 

Developed by Aspen Resource Group through decades of property tax and transaction support engagements, TrueDiligence™  allows  participants  to model unlimited permutations of financial assumptions and price allocation scenarios, and provides immediate and supportable tax projections for use in underwriting and price negotiation.

 

How It Works

 

TrueDiligence™ is a combination of our proprietary tax analysis and optimization software tool , complemented by our proven property tax strategies and remedies that can be applied to achieve optimal tax and NPV outcomes. 

 

Our TrueDiligence™ software tool incorporates decades of experiential knowledge with real time policy and practice research and local market tax intelligence.  Using your financial and transaction structure assumptions and projections, TrueDiligence™ can:

 

• Provide multi-year projections for real and personal property tax based on a sale price, income and/or local market conditions and planned PIP among other factors.

• Provide portfolio level guidance at incremental price and asset allocations to calculate the effect on real estate, tangible personal property, transfer and sales taxes.

• Allow buyers to achieve increased confidence in property and transfer tax assumptions resulting in more accurate value estimates.

• Gather and document current tax policy and practice intelligence to support underwriting assumptions and price negotiation.

• Solve for optimal deal structure to achieve desired tax or allocation outcomes within predefined limits and client specified constraints.

• Identify and recommend specific actions and strategies that will minimize negative tax consequences created by an acquisition. 

 

Pricing

 

Aspen Resource Group provides basic TrueDiligence™ services on a complimentary basis to current clients for pre-assigned assets that are actively being negotiated for purchase.

 

Fee-based solutions are also available on an a la carte or all inclusive basis with pricing determined by transaction size and complexity, geographic dispersion, and the specific services selected. 

 

TrueDiligence™ services include:

 

·        Tax Projection

·        Allocation Analysis

·        Optimization Study

·        Acquisition Support Services

·        Tax Proration (Review/Preparation)

 

In addition, we also custom-tailored solutions to meet the highly specialized needs of buyers and sellers of portfolios and properties throughout the United States.

Aspen Resource Group is positioned to act quickly to effectively respond to your specific transaction requirements throughout the United States.

 

 

TrueDiligence™ is a trademark of Aspen Resource Group.