The Practice

One integrated team for the land, the machinery, and the operating business — reconciled into a single, defensible opinion of value.

Most valuation is built for office, retail, industrial, and multifamily. This practice is built for everything else.

Integrated Real Estate + Machinery & Equipment

Not a real estate appraisal with an equipment footnote.

Complex operating assets are part real estate, part equipment, part operating business, and part regulatory file. Value one layer in isolation and you misprice the whole. The rare skill — and the center of this practice — is holding all of it in one coherent analysis.

With more than 30 years spanning institutional real estate and machinery & equipment on a national basis — and a national Machinery & Equipment practice — our team bridges disciplines that are usually split between advisors who never talk to each other.

Why clients engage our team

  • Assets too complex for standard models — valuation and consulting where traditional approaches don't tell the whole story.
  • Integrated real estate + equipment analysis — one team for land, buildings, machinery & equipment, and going-concern considerations, not work handed between disconnected advisors.
  • Regulatory fluency — permits, reserves, water rights, environmental conditions, and entitlement risk built into the analysis.
  • Clear communication — complex valuation issues explained plainly to attorneys, CPAs, lenders, courts, and investment committees.
Who Engages Us & Why

Each audience calls at a different moment — with a different thing at stake.

For Attorneys

The moment: a dispute, estate, easement, condemnation, bankruptcy, or IRS matter turns on the value of an asset nobody else can credibly value.

The promise: an opinion built to be defended — and an expert who can explain a quarry or a landfill to a judge in plain English.

  • Litigation support & expert testimony
  • Conservation easements & IRS disputes
  • Eminent domain & partnership disputes
  • Bankruptcy & environmental claims

For CPAs

The moment: estate/gift tax, purchase price allocation, or transaction planning depends on a value that has to hold up on exam.

The promise: integrated, reconciled real estate + equipment + going-concern values from one coordinated team, documented for the file.

  • Estate & gift tax valuation
  • Purchase price allocation
  • Closely held & family asset planning
  • Integrated real estate + equipment values

For Lenders & Investors

The moment: the collateral — or the deal — is more than land and buildings; it's a running operation with equipment and permits.

The promise: analysis that separates the real estate from the going concern and tells you what you're actually secured by.

  • Complex collateral analysis
  • Going-concern & operating assets
  • Acquisition & disposition advisory
  • Infrastructure & specialty portfolios
Specialty Assets

A body of work in each — not "we'll take a look."

Quarries, Mining & Mineral Reserves
Landfills & Waste Infrastructure
Marinas, Ports & Shipyards
Agribusiness & Permanent Plantings
Aquaculture & Food Processing
Greenhouse & Controlled-Environment Ag
Water Rights & Natural Resources
Renewable Energy & Infrastructure
Contaminated & Superfund Properties
Machinery & Equipment — All Industries

When the asset is too complicated for a conventional valuation, start a conversation.

Inquiries route directly to Daniel. A consultation is a conversation, not a paid product.

Get in Touch