Valuations for IRS Reporting, Capital Gains, and Strategic Planning
Commercial Real Estate Appraisals for Tax & Investment Planning
precision. credibility. speed
Accurate Valuations for High-Stakes Tax and Investment Strategy
When real estate is central to your client’s wealth, small valuation errors can have major financial consequences. SM RE Inc. provides expert commercial real estate appraisals designed for tax compliance, estate planning, and smart investment decisions.
Trusted By
CPAs and tax advisors
Wealth managers and RIAs
Estate attorneys and fiduciaries
Investors and family offices
Common use cases
– 01
IRS reporting
We provide IRS-compliant valuations for estate, gift, and charitable contribution reporting. Our reports meet strict documentation standards to support tax filings and withstand potential audits.
– 02
Buy/sell structuring
Accurate appraisals help establish fair market value during partner buyouts, equity transfers, or partial interest sales. We support clear financial decisions and minimize disputes.
– 03
Asset repositioning or portfolio realignment
Know when to hold, sell, or reposition your commercial assets. Our valuations provide a strategic basis for optimizing property performance and long-term returns.
– 04
1031 Exchange guidance
A precise appraisal helps verify replacement property values and plan for tax deferral under IRS Section 1031. We support investors seeking to maximize exchange benefits.
– 05
Estate, gift, and trust valuations
Whether preparing for wealth transfer or managing a trust, our appraisals offer credible, court-ready documentation that aligns with fiduciary and tax obligations.
property types we cover
Where we work
Our coverage includes all of Southern California, with a focus on:
Why Clients Choose SM RE Inc.
✅ Reports accepted by the IRS and tax courts
🧠 Expert understanding of CRE tax nuances
📍 Southern California market focus
📂 USPAP and GAAP aligned deliverables
Our reports are designed to hold up under audit, survive scrutiny, and support informed, strategic investment decisions.
Need a tax-compliant CRE appraisal?
Let us help you make smart tax and investment moves with confidence.