Success Stories

Fortune 500 company sought out CRE Tax Appeal to save $6,000,000+

Retail

A retail department store chain hired CRE Tax Appeal to resolve the company’s backlog of assessment appeals and create $6,000,000+ of property tax refunds. Within a few days of being hired, CRE Tax Appeal presented a valuation and obtained a reduction on the company’s first appeal. Outsourcing tax appeal has saved the company money, time, and […]

International company headquartered in California saves $1,000,000+

OfficeVacant Land

A company that does business globally and is headquartered here in California has worked with CRE Tax Appeal to save more than $1,000,000 on their property taxes. Company’s real estate portfolio is comprised of their campus, office buildings, and vacant land.

CBD office owner saves $1,000,000+ annually

Office

CRE Tax Appeal worked with the owner of a high-rise office building in downtown San Diego to reduce the assessment due to a decline-in-value from Covid and work-from-home. CRE Tax Appeal toured the property, prepared the valuation, discussed and negotiated with the Assessor, whom agreed with our valuation of the property. These appeals refund more […]

Bay Area apartment owner saves $500,000+ within 30 days of hiring CRE Tax Appeal

Apartment / Multifamily

A Bay Area apartment owner had accumulated a backlog of unresolved property tax appeals. Their former representative had been unable to produce results, and the owner sought out CRE Tax Appeal specifically for our reputation as closers. Within 30 days of being engaged, CRE Tax Appeal resolved all outstanding appeals and generated more than $500,000 […]

Downtown San Diego office owner saves $850,000+ across two years

Office

The owner of a downtown San Diego office building engaged CRE Tax Appeal to review their commercial assessment. In the first year, CRE Tax Appeal reduced the assessment and produced $400,000 in property tax savings. Returning for a second year of representation, CRE Tax Appeal built on that result and generated an additional $450,000 in […]

Hotelier saves $500,000+ annually from resolving a Base Year appeal

Hotel

A hotelier had bought a property during the Great Recession for about $17M. The Assessor’s office set the assessment at more than double the purchase price which crippled the cash flow and profitability of the hotel. Legal counsel for the hotelier filed a Base Year appeal to reduce the property taxes as of the purchase […]

Auto dealership tenant saves $500,000 after county locks in inflated purchase price

Auto Dealership

An automotive dealership tenant was being overtaxed due to an inflated base year value. The property had sold in an irrational transaction where the buyer paid far above market value — and the county enrolled that inflated purchase price as the assessed value, passing the excessive tax burden to the tenant on a NNN lease. […]

Auto dealership saves $450,000+ annually from resolving a Base Year appeal

Auto Dealership

An automotive dealership had sold in an atypical transaction where the price was far above the market value. Assessor erroneously enrolled the high price as the assessment. Dealership owner sought out CRE Tax Appeal to reduce the assessment. Within a few months, CRE Tax Appeal reduced the assessment to less than what it had been […]

Fortune 500 company sought out CRE Tax Appeal to save $400,000+ annually

Retail

A retail big box chain hired CRE Tax Appeal to review the company’s California locations, determine which stores were being over-assessed, and win the appeals. Company executives raved about our diligence, creativity, and resourcefulness in helping them achieve their goals. Outsourcing tax appeal has saved the company money and time. A common mistake companies and […]

International company headquartered in California saves $350,000+ annually

OfficeIndustrial

A global company that is headquartered here in California has worked with CRE Tax Appeal to save more than $350,000 annually on their property taxes. Company’s real estate portfolio is comprised of office buildings, industrial buildings, and agricultural land.

Real estate developer saves $250,000+

CommercialVacant Land

A real estate developer has received more than $250,000 of refunds due to CRE Tax Appeal reviewing their portfolio and reducing assessments for 17 properties. The portfolio is comprised of a variety of commercial properties and vacant land. CRE Tax Appeal toured the properties, prepared valuations, negotiated and won appeals worth more than $250,000 of […]

Auto dealership chain saves $200,000+

Auto Dealership

Auto dealership chain reduced operating costs by $200,000+ by having CRE Tax Appeal review entire portfolio, identify several over-assessed dealerships, filing appeals, and successfully resolving each appeal for several years now.

County had wrong property type, correcting saves owner $200,000+

Office

A property owner received a total of $200,000 of refunds due to the County incorrectly valuing the property as an office when it was part office and part warehouse. CRE Tax Appeal toured the property with the owner, prepared a valuation, and presented data and photographs which resulted in $200,000 of refunds.

County overvalued medical office buildings, appealing saves $120,000+ annually

Office (Medical)

A real estate investment company got a total of $120,000 of refunds due to the County overvaluing medical office buildings as best-in-class buildings when they were average for the market. CRE Tax Appeal toured the property with the leasing agent, prepared a valuation, and presented data and photographs which resulted in $120,000+ of refunds.

Correcting supplemental bill before 2nd installment due saves $110,000 annually

Apartment / Multifamily

A real estate investment company bought an apartment complex for $80 million. After the purchase, the Assessor’s office incorrectly valued the property’s value as of the date of sale at $90 million. CRE Tax Appeal filed a supplemental appeal and immediately prepared a valuation and exchanged data with the Assessor’s office. After several negotiations, the […]

Fortune 100 company gets $100,000+ refund

Office

The Assessor’s office did not want to consider any reduction to a large, old office building due to a zoning change in the neighborhood that they perceived as increasing the value of this building. CRE Tax Appeal prepared a valuation analyzing the market data which revealed that neither sales prices nor rents were being influenced […]

Unique entertainment property saves $100,000+

Entertainment

We were contacted by the manager of a unique entertainment property to resolve their outstanding tax appeals because the county assessor was not working with their current property tax consultant. CRE Tax Appeal coordinated a visit to the subject property, conducted interviews with managers and owners of similar entertainment properties, researched the market for these […]

Real estate developer saves $100,000+ annually from resolving a Base Year appeal For recently constructed properties, a real estate developer was being charged property taxes on an assessed value that was substantially more than their cost to acquire the land and build the property. CRE Tax Appeal challenged the Base Year value of this developer’s properties and won by demonstrating to the Assessor’s office that their cost […]

Vacant land vastly over-assessed, appealing saves $80,000+

Vacant Land

A property owner was being charged about three times the fair amount of taxes and got a total of $80,000 of refunds. CRE Tax Appeal prepared a valuation and negotiated with the Assessor’s office to reduce the value by about 65% percent to Fair Market Value.

Specialty manufacturer saves $50,000+ annually by correcting depreciation of assets

Industrial

Specialty manufacturer was being charged $50,000+ too much annually in Business Personal Property taxes. CRE Tax Appeal was contracted to review company’s personal property assets with their accounting team. During audit, two main issues were uncovered: misclassification of assets and incorrect depreciation schedules being applied to assets. CRE Tax Appeal researched Board of Equalization guidelines […]

Assessor charges buyer $25,000+ too much in taxes, seller recommends buyer work with us Real estate investor buys property and Assessor issues tax bill based on a Base Year assessed value that is 127% of the purchase price. Based upon recommendation from prior owner, CRE Tax Appeal was retained to challenge the Assessor’s Base Year assessed value. Assessor refused to negotiate, so CRE Tax Appeal presented the appeal to […]

Country club homeowner gets $20,000+ more by rejecting settlement offer

Residential

A homeowner in The Vintage Club saved an extra $20,000+ by letting CRE Tax Appeal reject Assessor’s settlement offer and do what we do best: present appeals to produce property tax savings. Homeowner trusted us due to our track record of helping reducing taxes on homes in the area.

Former agent not helping owner, CRE Tax Appeal fixes situation & saves owner $20,000 each year

Residential

Property owner bought a property in foreclosure. The Assessor’s office enrolled an assessed value about 35% higher than the purchase price. A different tax agency was hired and they filed Proposition 8, decline-in-value appeals to maximize their profits. CRE Tax Appeal contacted the owner to advise them to file a Base Year appeal to challenge […]

Property owner hired CRE Tax Appeal three days before hearing

Residential

The Los Angeles County Assessor’s office refused to give a property owner any tax relief despite the owner sending market data to the Assessor’s office. On Friday, CRE Tax Appeal was hired by property owner. CRE Tax Appeal performed an evaluation of the property, produced a pertinent valuation report with persuasive market evidence, and appeared […]

Homeowner gets $15,000 refund three months after filing appeal

Residential

Homeowner did not realize his home was being over-assessed by about $1,300,000 annually and that this was unnecessarily costing him $15,000 each year in excess property taxation before CRE Tax Appeal contacted him. After consulting the homeowner on why an appeal should be filed and how it works, the homeowner agreed that an appeal should […]

Industrial property owner gets additional 25% reduction in taxes with help from CRE Tax Appeal

Industrial

Property was originally being taxed for about $87,000 each year. Assessor and property owner discussed the assessment as property owner thought assessment was excessive. Assessor agreed to reduce taxes to about $63,000 each year and told property owner the taxes were fair at that amount. Once property owner spoke with CRE Tax Appeal, the owner […]

County not allowed to use confidential income and expense data The Riverside County Assessor’s office has been using confidential data on income and expenses obtained from other property owners to present as rent comparable data at public hearings. CRE Tax Appeal thoroughly researched the applicable legal issues, prepared a legal brief, and argued against an attorney for Riverside County. CRE Tax Appeal challenged the legality […]

County had incorrect property type

Apartment / Multifamily

CRE Tax Appeal worked with a real estate developer who built an apartment building in Southern California during the peak of the recession and unfortunately lost the property to foreclosure. The developer purchased the land and began construction right before the great recession tanked the real estate market. Despite the market-wide drop in real estate […]

County had incorrect building size

Auto Dealership

In early March, we were contacted by the owner of a luxury automobile auto dealership to replace their current property tax consultant with CRE Tax Appeal. The owner hired us because of Joe Reinagel’s auto dealership expertise and reputation for creating results. The appeal was scheduled for mid-April. The county assessor had a much larger […]

Prior tax consultant withdrew client’s appeal

Industrial

In February, we contacted the owner of a 350,000+ SF industrial warehouse to represent them at their upcoming tax appeal hearing scheduled for mid-March. During discussions with the property owner, they explained that their agent had already withdrawn the appeal and they were not sure what they could do. CRE Tax Appeal explained how we […]

Helped a client reduce their property taxes by more than 50%

Residential

The appeal was referred to CRE Tax Appeal by a national consulting firm that was looking for local expertise to help a client they represented. We took over the appeal and immediately contacted the Assessor’s office to negotiate a fair settlement. The Assessor’s office was unwilling to consider any reduction and therefore CRE Tax Appeal […]

Property owner hired CRE Tax Appeal within three weeks of hearing San Diego property owner was having difficulty getting his property’s assessment reduced by 22% to Fair Market Value. Property owner assigned CRE Tax Appeal to handle his appeal three weeks before his scheduled hearing. Within two days, CRE Tax Appeal finalized the property’s valuation and opened negotiations with the County Assessor for a 22% reduction […]

Purchase price does not always equal market value A property owner paid more than market value to buy a piece of real estate that had strategic value for them. CRE Tax Appeal researched this transaction and what properties similar to this one were selling for. We contacted the property owner to discuss the transaction; they admitted that they paid more than what they […]

Maximized tax savings by rejecting settlement offer This property owner was represented by another tax consultant. When we contacted the owner, he stated he had not been contacted for nearly one year by his consultant and had not received any recent updates. After explaining his frustrations, he decided to use CRE Tax Appeal. We attended the hearing on the owner’s behalf and […]

Customer service still the best way to outperform competitors This property owner had been working with another property tax consultant for several years. Each year, the property owner was getting smaller tax refunds and declining customer service. Frustrated, the owner contacted CRE Tax Appeal based on a referral from a friend. The owner explained the situation and what expectations they had; CRE Tax Appeal […]

Optimizing real estate portfolio performance

Auto Dealership

CRE Tax Appeal began working with the owner of several automobile dealerships to reduce their property taxes. Only two of the owner’s automobile dealerships were over-assessed and appeals were filed. Winning these two appeals refunded $25,000+ to the property owner. CRE Tax Appeal works as a trusted advisor to this property owner, and all of […]

Testimonials

Brett and Joe help Sunroad Enterprises ensure that our property taxes are fair. I am very happy with the results they have created. They are experts on property tax, and we enjoy consulting with them on property tax issues.

Jim McLennan

Sunroad Enterprises, San Diego, California

If you own commercial real estate and want to lower your real estate taxes, choose to work with Joseph Reinagel and Brett Ulyate of CRE Tax Appeal. My company has saved more than $150,000 as a result of their expertise and diligence.

Casey Griffin

Wilson Automotive, Newport Beach, California

We wish to express our appreciation for the dedication and attention of CRE Tax Appeal for the past several years in working with the Assessor’s office to successfully appeal the assessments of our property and obtain reductions. These continued efforts have saved us over $160,000 in property tax payments that would have been lost without your involvement. Your services were paramount in providing our company with tax savings.

Steven M. Wallace

Wallace Properties, Inc., Oxnard, California

I asked CRE Tax Appeal on Friday to represent me at my upcoming hearing for next Tuesday. They prepared reports detailing why my property should get a tax reduction and persuaded the Board to agree with their valuation. I am getting a tax refund of about $25,000 thanks to their quick and diligent work.

Kami Solouki

Housewares International, Los Angeles, California

We annually receive refunds from the county as a result of using CRE Tax Appeal! My favorite part is that I do close to nothing except authorize CRE Tax Appeal to do the work. Seems too good to be true except it is; I have used your service for three years now and have been refunded about $12,000 since becoming your client. I would recommend CRE Tax Appeal because they keep me informed as to the status of all my appeals.

Cathy Cardiff

Cardiff Limousine, Palm Desert, California

When CRE Tax Appeal contacted me, I was excited that they could save me money and that there were no hidden costs – just a success fee. I was impressed by the professionalism with which you handled the appeals. Your service is great and I recommend it.

David Carden

Riverside, California

CRE Tax Appeal contacted me to see if they could reduce my property tax bill. Well, they did to the tune of $4,200 and quickly (less than three months). I have already received a revised bill from the county. CRE Tax Appeal was nice to work with too. I have passed along their name to my colleagues. I was impressed!

Dennis Baldwin

Indio, California

I worried that CRE Tax Appeal would not do a good job and would waste my time. They did a great job preparing the detailed information for my property and presented it well to the Assessment Appeals Board. As a result, I received a substantial refund. CRE Tax Appeal is professional, diligent, and responsive. I would highly recommend their services to anyone.

Chinyeh Hostler

San Diego, California

I highly recommend Joe Reinagel for any real estate valuation services. He will spend time with the owner explaining the factors that affect value as well as any comps in the marketplace. His analytics and valuation methods have been proven, time after time, through the amount of refunds he has won his clients in appeals throughout the state of California.

Robert Birney

Scottsdale, Arizona

I had the pleasure of working closely with Joe for nearly two years. His total commitment to his clients was beyond compare. He has one of the finest analytic minds I have ever encountered. He grasps complex concepts readily and has a keen attention for detail. Joe has a broad range of interests, a hunger for knowledge, and a drive for self-improvement.

Bob McAmis

San Diego, California