Your portfolio is over‑assessed.
We’ll prove it.
70% of U.S. commercial parcels are over-assessed. Most owners never appeal.
Property tax is the largest line item no one audits.
For most commercial real estate portfolios, property tax is the #1 operating expense - and the only one nobody underwrites at a parcel level. Every cycle, billions are quietly overpaid. The problem isn’t that owners don’t care. It’s that, until now, no tool was fast enough or precise enough to find it.
Appeals are time‑locked.
Most appeals miss the filing window because nobody is watching every parcel in every county. Miss it once, you wait a year. Miss it twice, you’re a target.
County models are a black box.
Assessors use opaque mass-appraisal models. Your accountant can’t see them. Your consultant guesses. You have no way to know how over-assessed you are until it’s too late.
Most workflows are sporadic.
Consultants engage parcel-by-parcel, cycle-by-cycle. They only file what they’re asked to file. The other 80% of your portfolio drifts. Even sophisticated owners review less than 30% of their holdings annually.
The first AI that watches every parcel.
Reserve Tax AI monitors every parcel in every jurisdiction, every cycle. Over-assessments are detected the moment they appear. Appeals are filed on time by licensed counsel at Reserve Tax Group, with a 15% performance fee on wins - half the industry rate of 25–35%. The problem was never effort. It was scale. Software just changed that.
Real product. Real data.
Real workflow.
Reserve Tax AI is the operating system underneath your tax appeals. AI scans every parcel, finds every dollar of over-assessment, and orchestrates filings end-to-end through licensed counsel.
Every parcel modeled. Net savings, after our fee, on day one.
The AVM runs your entire portfolio in minutes. Projected annual savings, gross opportunity, our 15% contingency, and your net - calculated automatically. The math is visible before you authorize a single appeal.
The AI does the work. You authorize.
Every over-assessed parcel surfaced with the over-assessment percentage, model confidence (0-1), and projected dollar savings. Sort by opportunity, filter by jurisdiction, and authorize appeals one at a time or in bulk. No more chasing parcels in spreadsheets.
Board-ready exposure, at a glance.
The view your CFO, IC, and LPs all want from the same screen. Current assessment vs target market value, total over-assessment gap, appeal pipeline by status, and success probability ranked by confidence x over-assessment rate. Exportable as a signed audit report.
Every layer of the workflow, in one system.
Top opportunities, ranked by AI.
The eight highest-savings parcels surfaced automatically, with click-to-expand rationale. Historical win rate, projected savings, tax savings by year, and savings by asset class - all in one view.
Every appeal, drafted to settled.
A live board of every active filing across your portfolio, organized by status. RTG counsel drafts, files, and represents. Statuses flow back automatically with confidence and projected savings on every card.
Every filing. Every signature. One audit trail.
Evidence packages drafted by Reserve AVM. Notices of Protest filed by RTG counsel. Tax assessment notices from the county. Everything tagged, timestamped, searchable, and exportable.
Direct line to counsel. Per parcel.
Every appeal has its own thread. Ask questions, approve filings, see the receipt the second it lands at the county. No more phone tag, no more email chains.
Four steps. One outcome.
From spreadsheet to settlement - under 7 minutes of your time. Reserve handles the rest, end‑to‑end.
Upload
As easy as dropping in an Excel spreadsheet - plus any supporting documents you want to include (rent rolls, PDF assessments, county exports). Nationwide service in all 50 states.
Scan
Reserve AVM models every parcel against live market comps. Each gets a confidence score and an over-assessment estimate.
File
You approve the slate; RTG counsel drafts, signs, and files the appeal in jurisdiction. You stay in the loop with full audit trail.
Settle
Status flows back the moment the ARB rules. You see the savings. We invoice only on the reduction we won.
Aligned on outcomes.
Most mid-market commercial real estate portfolios overpay $300,000–$1,000,000+ in property tax every year. Reserve finds it, files for it, and recovers it. Annual SaaS subscription covers continuous monitoring, the AI engine, and full execution through hearing. A 15% performance fee applies only to appeal wins - half the industry rate of 25–35%.
Built for owners of income-producing property.
Multifamily, industrial, retail, office, mixed-use, hospitality - if it generates income and pays property tax, Reserve audits it. Whether you own one building or one thousand, you get the same AI engine and the same licensed counsel.
- The subscription
- Annual contract billed monthly. Continuous AVM monitoring on every parcel, every cycle, every jurisdiction.
- The performance fee
- 15% on appeal wins - filed by Reserve Tax Group (licensed counsel). Half the industry rate (25-35%). Zero owed on appeals that don’t win.
- Access
- By invitation. Every new account starts with a 20-minute conversation to confirm portfolio fit and onboarding scope before any commitment.
PE & REITs
Underwrite property tax at the parcel level across the fund. Show LPs a defensible audit trail. Recover the basis points your model assumed and missed across multifamily, industrial, retail, and mixed-use.
Operators & sponsors
Cut the #1 controllable opex line without growing your tax team. Reserve handles the workflow across every parcel; your CFO sees a single dashboard with reductions in real time.
Family offices
Replace a stack of consultants and accountants with one signed report per parcel. No retainer, no roster of vendors - just one engagement that pays for itself across multi-generational commercial holdings.
Small portfolios
Stop paying a consultant a flat retainer to file the same boilerplate appeals. One spreadsheet in. We surface every dollar of over-assessment and file the appeals end-to-end.
Single-property owners
You bought one building and the tax bill creeps up every year. Reserve levels the playing field - same AI, same counsel, no minimums. We only get paid when we lower your bill.
Brokers & advisors
Bring quantified tax savings into every listing pitch and asset review. Co-signed diagnostics and Reserve-filed appeals strengthen your platform - no added headcount.
Special-use property & high-end residential.
Healthcare facilities, marinas, data centers, agricultural land, trophy single-family residences, and other non-standard assets are handled on a per-engagement basis with custom modeling and senior consultant sign-off.
Institutional reports, on demand.
Eight signed deliverables for the moments your portfolio needs documentation - acquisition, budgeting, audit, disposition. AI-accelerated drafting and Reserve Tax Group’s licensed sign-off. Delivered in hours, not weeks.
Pre-Acquisition Tax Diligence
Project the post-acquisition tax expense before close. Reassessment-on-sale modeling, 5-year forecast, comparable analysis, and quantified appeal upside. Signed by Reserve Tax Group.
Refund Recovery & Bill Audit
A retrospective audit of the prior three tax years to surface overpayments, billing errors, missed exemptions, and unfiled appeals still eligible for refund or reduction.
Annual Portfolio Tax Forecast
Bottom-up tax expense forecast for every parcel - rolled up by property type, market, and reporting entity. Identifies reassessment risk and quantifies probable appeal savings. Board-ready summary deck included.
Tax Reserve Analysis
Documents the methodology behind balance-sheet tax reserves with comparable evidence and a quantified range of outcomes from pending appeals. Designed for direct delivery to external auditors at fiscal close.
Submarket Assessment Brief
Pre-investment market scan covering effective tax rates, historical assessment growth, appeal success rates by jurisdiction, and structural over-assessment patterns. Powered by Reserve Index.
Loan Covenant Compliance Report
A formal compliance report addressing property tax covenants in mortgage and credit facility agreements. Documents tax status, payment history, and open assessments affecting compliance.
Disposition Tax Position Memo
Pre-sale memo formalizing the property’s current tax position, projected post-sale assessment under buyer ownership, and pending appeals affecting first-year expense. For the offering memorandum data room.
Equalization & Uniformity Analysis
State-specific analysis supporting equalization or uniformity claims in Illinois, New Jersey, New York, Ohio, and other jurisdictions where these doctrines materially expand appeal grounds beyond standard over-assessment.
Reserve Intelligence launches late 2026.
Join the launch list, or claim our Reserved rate: 30% off, white-glove onboarding, and locked-in pricing through 2027.
Reserve your spot
Join the launch list. We’ll reach out in Q3 2026 with onboarding details and an invitation to a 20-minute portfolio fit conversation.
- ✓ Early access when Reserve Intelligence goes live
- ✓ First in line for portfolio onboarding scheduling
- ✓ Updates on launch milestones and product previews
- ✓ Locked-in priority when onboarding opens
Reserved rate
Lock in our Reserved rate with an annual commitment. 30% off your first year, white-glove onboarding, a direct line to our team, and price protection through 2027.
- ✓ 30% off your first year: save up to $45K on Scale tier
- ✓ Lock in 2026 pricing through 2027: no price increases for 12 months post-launch
- ✓ Priority onboarding: white-glove, hands-on setup with our team
- ✓ Direct line to the founder: Nathan available throughout onboarding
- ✓ Limited onboarding capacity: secured by deposit or annual commitment
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