Real Estate Tax Strategy for a Multi-State Property Portfolio
A seasoned real estate development group specializing in shopping centers and restaurant properties across Missouri, Illinois, Florida, and Kentucky. With 15 restaurant locations and over 4 million square feet of retail property, the client operates at a scale that demands precision in managing real estate taxes.
The Real Estate Tax Challenge: Reassessments Across Multiple Jurisdictions
Operating across multiple states and jurisdictions—each with their own reassessment schedules and valuation standards—created a recurring need for expert tax appeal support. Every two years, reassessments posed a risk of inflated property valuations. The client needed a partner they could trust to ensure fair assessments and reduce unnecessary real estate tax burdens.
Our Real Estate Tax Appeal Solution
For over two decades, The Brennan Group has served as the client’s exclusive partner for real estate tax appeals. Their scope of work spans properties in Missouri, Illinois, and Florida, with full-service representation at both the county and state levels.
Key Service Delivered:
- Comprehensive commercial real estate tax appeals and full representation at both county and state levels
When an assessment appeared inaccurate, The Brennan Group conducted in-depth reviews and challenged values through the proper legal channels. If initial appeals were denied at the county level, they escalated the case to the state, ensuring no opportunity for fair tax treatment was left unexplored.
Results That Compound: Long-Term Real Estate Tax Savings
The relationship has yielded measurable, long-term value—and that value continues to grow. Because The Brennan Group is engaged on an ongoing basis, the savings don’t stop after a single appeal. Each reassessment cycle presents new opportunities to reduce liabilities, and with every successful appeal, the client’s overall real estate tax position becomes stronger.
- Estimated Tax Savings: Over $6 million
- Property Types Supported: 15 restaurants, ~4M square feet of retail shopping centers
- Regions Covered: Missouri, Illinois, Florida, Kentucky
“Mike is loyal, honest, and hard-working. He’s more than a vendor—he’s a friend. We’ve had tremendous success with The Brennan Group, and I always recommend them.”
Why This Real Estate Tax Partnership Works
This wasn’t a transactional engagement—it was a trusted relationship built on responsiveness, consistency, and results. The client values long-term partners who bring loyalty and accountability, and The Brennan Group has delivered on both fronts, reassessment after reassessment.
