Real Estate Holding Company Experience

SP&H is committed to providing business valuations and services that are comprehensive, articulate, and prepared to withstand the most stringent third-party scrutiny. Our professionals have performed over 4,000 valuations, at any time we have about 200 active matters, and have been named as expert witnesses in over

1,000 court proceedings during their careers.

Our Clients Include

• Valuation of alternative investment management firm focusing on value-add real properties and related derivative investments. Valuation: +/- $2 billion.

• Valuation for Southern California real estate developer and investor. Estate Net Worth: $300 million.

• Valuations for Northern California real estate developer and investor. Estate Net Worth: $150 million.

• Valuation advisory services for several owners of a major hotel chain.

• Valuations for family office with business interests in over 60 properties and 2 businesses in Southern California and extensive residential real estate holdings.

• Expert witness testimony on the valuation of limited partner interests in over 1,000 partnerships invested in distressed income properties with housing tax credits.

• Over 1,500 valuations of partnerships and limited liability company interests in real estate holding companies for estate and gift tax purposes.