Peter C. Holmes, Principal

pholmes@assettax.com | Phone: 415.509.5604

Judith Long's broad range of experience in commercial real estate and property tax appeals include the following: 

 

* Assessment appeal representation of more than $3 Billion of commercial real property including office, retail, industrial/R & D, apartments and land. Clients include institutions, developers, property managers and individuals.

 

* Jurisdictions in which clients have been represented include all of the major counties in California; Maricopa County in Arizona; King County in Washington, Clackamas and Washington Counties in Oregon; Denver and Boulder Counties in Colorado; Salt Lake County in Utah; Miami-Dade and Palm Beach Counties in Florida; Mecklenburg County in North Carolina; Fairfax County in Virginia and Washington DC; and Maui and Honolulu Counties in Hawaii.

 

* Commercial real estate brokerage specializing in the sale and leasing of industrial properties throughout the State of Connecticut.


Sales and leasing director for a regional office and industrial development company in Central Connecticut.

 

EDUCATION AND PROFESSIONAL TRAINING:

 

* B.A., Ohio State University, English Literature 
 

* Course work toward M.B.A., University of Hartford
Corporate Finance, Financial Accounting and Marketing Management

 

* Property Taxation School -Tax Management Group -San Diego, CA

 

* Appraisal Principals -Appraisal Institute, Sacramento, CA, 1995

 

*Analyzing Operating Expenses -Appraisal Institute, San Mateo, CA, 1996

 

*The Internet and Appraising -Appraisal Institute, East Millbrae, CA 1996

 

*California Real Estate Broker

Judith N. Long, Principal

jlong@assettax.com | Phone: 415.509.5604

These are some of the  professional highlights of Mr. Holmes' thirty year career in the commercial real estate industry: 

 

*Assessment appeal representation of more than $6 Billion of commercial real property including office, retail, industrial R&D, apartments, hotels and land.

 

Clients include institutions, developers, property managers and individuals.

 

* Assessment valuation of new construction for client development projects in various states.

 

* Interpretation of California change in ownership statutes and challenges to Assessor determinations and reassessments.

 

* Jurisdictions in which clients have been represented include all of the major counties in California; Maricopa County in Arizona; King County in Washington, Clackamas and Washington Counties in Oregon; Denver and Boulder Counties in Colorado; Salt Lake County in Utah;  Miami-Dade and Palm Beach Counties in Florida; Mecklenburg County in North Carolina; Fairfax County in Virginia and Washington DC; and Maui and Honolulu Counties in Hawaii.

 

* Development of office, R&D and industrial projects in the Bay Area, Phoenix, AZ. and Connecticut markets.

 

* Property management of a portfolio in excess of 2.5 million square feet of office and retail product.

 

* Consulting assignments encompassing market feasibility, fmancial feasibility, and highest and best use analysis for prospective office and industrial developments.

 

EDUCATION AND PROFESSIONAL TRAINING:

 

*B.A., College of the Holy Cross, Economics 
*M.B.A., University of Connecticut, School of Business 
Finance, with concentration in real estate finance & valuation 

 

*Property Tax School-Institute of Property Taxation

College Station, TX


*Property Taxation School-Tax Management Group

San Diego, CA

Asset Tax Consulting Group, Inc. (ATCG) has been providing a broad range of property tax consulting services to the commercial real estate investment community for more than twenty-five years, serving all commercial property types in multiple jurisdictions throughout the western United States and along the East Coast. 

 

We pride ourselves on the development and maintenance of long-term client relationships, many of which have spanned periods as long as 20-25 years. 

 

Every client property receives the undivided attention of a principal in the firm, from property inspection (personally touring and photographing every client property) and data gathering, to personal meetings with the Assessor representative to the presentation of contested cases before Assessment Appeals Boards. There is no delegation of any client’s properties to junior staff members. 

 

We have a competitive and flexible approach to fees depending on the nature of the assignment. Most annual appeal filings are handled on a contingency fee basis, while flat fee and hourly rate approaches are often used in situations involving new construction and change of ownership valuation work. 

 

Our backgrounds in commercial property operations (development, brokerage, property management and consulting) give us a unique ability to identify and understand complex real estate valuation issues and to research and advocate for them with exceptional strength and persuasiveness. 

 

Our approach to assessing authorities is characterized by a combination of quiet and persistent aggressiveness and a respect for the individuals with whom we interact. We recognize that we, and especially our clients, rely on positive relationships with these individuals, often over many years, for optimum assessment outcomes.

 

We have always been committed to providing clients with frequent and timely communication: written reports and updates on the status of appeals, periodic face-to-face meetings and instant response to emails and telephone calls.

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