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November 25, 2024
PI Global Investments
Real Estate

Valuation of Real Estate Interests In Tiered Entities


The application of tiered discounts in the valuation of minority interests in closely held asset holding companies is often disputed by the Internal Revenue Service. When performing valuations for estate and gift tax purposes, business appraisers often encounter partnership structures that involve ownership of a noncontrolling ownership interest in other entities.1 For example, consider the valuation of a 25% percent minority interest in a partnership with a structure as shown in



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