Fiduciary-First CRE Valuation & Advisory | Serving Southern California
Commercial real estate valuations for estates & trusts.
Clear scope, clean documentation, and on-time delivery—built for attorney and CPA review.
CoRE SERVICES
Estate & TRUST VALUATION
Date-of-death, trust transfers, allocation, estate distribution—USPAP-compliant, defensible reporting.
Tax & Compliance Valuations
Built for CPA review and IRS reporting (clean workpapers + clear assumptions).
Litigation Support / Expert Witness
When matters become contested—deposition/testimony-ready support.
Attorney-Friendly Process
How it works
A Few Words
About Us
Sam Murphy | President
Sam helps estate and trust professionals resolve commercial real estate value questions with USPAP-compliant, defensible valuations across Southern California. Engagements commonly include date-of-death valuations, trust transfers, and estate distributions—delivered with clear scope, clean documentation, and responsive support.
BREA #3012893 DRE #02098340
Associate Member, Appraisal Institute
Visionary Clients
Trusted by Professionals & Industry Organizations
