Case Studies
Real Outcomes for Texas Commercial Operators
Detailed case studies showing the methodology, evidence development, and quantified results behind every major win — from multi-year portfolio campaigns to single-property valuation resets.
Multifamily Valuation: When Income Wears the Clothes of Equity — The $11.55M Settlement
$3.63M reduction on a downtown Fort Worth multifamily asset. How income-driven PPSF analysis and equal & uniform strategy dismantled the CAD’s valuation model and pushed past their initial settlement offer.
Multi-Year Portfolio Protection: $586K+ Savings Across 64 Properties
How structural audits, circuit-breaker leverage, and disciplined multi-year strategy produced compounding tax savings across a diverse Texas commercial portfolio. Asset-class performance breakdown included.
Strategic Valuation Reset: Harwin Drive Portfolio
$1.58M reduction (29.8%) below ARB-certified value, achieved through §41A binding arbitration. Marshall & Swift methodology, multi-year campaign, and $34,841 in direct 2025 tax savings.
Could your portfolio be next?
Every win starts with a structural audit — a detailed look at where your current valuations are vulnerable to challenge.
Start with a Structural Audit