In today’s competitive real estate market, effective estate planning is essential for private equity companies aiming to protect and grow their investments. Landmark Appraisal & Advisory recently assisted a Chicago-based self-storage private equity firm with estate planning by appraising a substantial portfolio of self-storage facilities across North Alabama.
The portfolio included over 275,000 square feet and nearly 2,000 self-storage units across multiple locations in North Alabama. This large-scale assignment required meticulous analysis to deliver accurate valuations for estate planning, critical for long-term financial security and strategic decision-making.
At Landmark Appraisal & Advisory, we specialize in tailoring valuation services to meet the unique needs of commercial property owners and investors. For this project, we provided a detailed analysis of each property’s:
Our appraisal reports adhered to industry standards, ensuring compliance and reliability for the client’s estate planning goals.
Self-storage appraisals can be challenging due to fluctuating market dynamics and the specialized nature of the industry. Landmark Appraisal & Advisory stands out for several reasons:
Estate planning involves high financial stakes, especially for private equity firms managing diverse property portfolios. Accurate appraisals provide clarity on asset values, supporting informed decisions on asset distribution, tax planning, and investment strategies.
For this project, our detailed appraisals gave the client confidence in their portfolio's valuation, ensuring a strong foundation for estate planning.
If your company requires expert appraisal services for estate planning or commercial property, Landmark Appraisal & Advisory can help. We provide industry-compliant, reliable appraisals for all commercial property types.
Contact us today to learn more about how we can support your real estate goals. With Landmark Appraisal & Advisory, you gain a strategic partner for your property journey.
