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Minority Interest Discount Database - Includes All Historical Data - Subscribe now and receive instant online access to the Minority Interest Discount Database. This online database can be queried from your desktop to identify detailed limited partnership data on over 340 publicly held limited partnerships. In this year's edition, we have added new partnerships and updated prices and historical financial data on actively traded limited partnership interests. Click Here to see how this information can be used. When ordering a 12 month subscription to the online database, you will also receive the 2009 Executive Summary Report and Partnership Data by mail. This product provides access to all available data and was designed for appraisers to determine discounts for the valuation of privately held FLP's for tax related appraisals. Buy Online Now for $395 for fastest processing or print off and complete an Order Form that can be mailed or faxed by Clicking Here. For multiple user licensing, Click Here.
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2010 Closed-End Fund Guideline Reports - Updated 9/3/10 - The Tax Court and the IRS have stated that comparisons using closed-end mutual funds are particularly persuasive for the valuation of FLP's that own marketable securities. The Stock Closed-End Fund Report covers 43 equity funds that own domestic, international, and real estate securities. The Fixed Income Closed-End Fund Report covers 30 bond funds that own government, corporate and municipal fixed income investments. Order a Guideline Report that provides detailed information about closed-end funds (Description of 2009 Reports). Click here to see a SAMPLE sample description from a report. These reports can be used to quantify the discount for lack of control (DLOC). Each 30 + page report will be emailed in PDF format instantly and includes a detailed description of each fund, its distribution policy and investment objective. The annual and monthly Price to NAV ratios (1 - DLOC) for each fund are also included for each of the past 5 years. The Price to NAV Ratios in each report are updated every month.
These reports have so much information, they can be used for several appraisals. Save research time and provide empirical evidence to
support your appraisal. Buy a Closed-End Fund Guideline Report for $125 per report.
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2010 Rate of Return Study - Order Now for Historical Rate of Return Info - The Rate of Return Report is one of the most popular reports. This 14 page study provides detailed information about historical rates of return for real estate entities such as publicly held limited partnerships and REITs. The report not only provides the detailed information it also explains the basis for the calculations. The information provided in this report is useful when calculating a discount rate using the Income Approach to value FLPs that hold real estate. The rates of return for limited partnerships include expected returns for distributing, nondistributing, high debt and no debt partnerships. The calculation of the real estate risk premium using the most current data is also included. Get the most recent rate of return data by ordering today and the report will be emailed in PDF format to you for only $99.
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Partnership Guideline Reports - Includes Partnership Descriptions - Need a concise narrative report for comparable partnerships with tables illustrating historical pricing multiples? The Partnership Guideline Reports were created for just that purpose and will save valuable research time. For a description of each report, see (List of Reports). Purchase a report online today and it will be emailed in PDF format today that identifies, analyzes and discusses seven or more partnerships that best represent a specific market segment. Click here to see a SAMPLE excerpt from a report. Each report provides a description of each partnership, lists market pricing multiples (e.g. Price to NAV ratio) and includes a detailed financial summary for each partnership. Now you can have detailed guideline entity information to support your appraisal conclusions in a matter of minutes. Buy a Partnership Report for only $125 per report. Please note that the Partnerships in Report #3 and #5 have liquidated so the data is the same as last year.
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2010 US Economic and Real Estate Industry Overview - This report is a detailed compilation of data of pertinent economic data covering the national economy, financial markets and the real estate industry through January 1, 2010. The report includes tables that present the performance of several key economic measures over the past five years as well as an overview of the residential and commercial real estate market in the US. The 10 page overview is designed for use in practitioner's valuation reports and amply covers the economic issues needed in appraisals of limited partnerships that own marketable securities and/or real estate. Save time - Buy the 2010 Economic Overview for only $49 and the report will be emailed in PDF format immediately. If you need a past edition of this report, please email us.
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Sample Appraisal Reports - Updated With Latest Info - For many years, Partnership Profiles has offered data and research for the valuation of family limited partnerships. We have been asked numerous times to provide Sample Appraisal Reports that demonstrate how to use the data and explain the methodology in a report format. So, we are pleased to offer four different Sample Appraisal Reports for sale - Report #11 Income Producing Real Estate, Report #12 Marketable Securities, Report #13 Mixed Assets and Report #14 Nonincome Producing Real Estate. For information about each report, see FLP Sample Appraisal Reports. The cost of the reports is $495 for the first report and $395 for each additional report that is ordered at the same time. Get a jump start on writing your report by using these samples as a template or improve your existing reports. Buy a Sample Appraisal Report. All Sample Reports are sent via US Mail. If you would like the shipment expedited, please choose the Fedex option during check out.
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Comprehensive Guide for the Valuation of Family Limited Partnerships - 3rd Edition
This 200+ page book is a step by step guide that illustrates how to use closed-end fund and public limited partnership data to value privately held FLP interests. It is a comprehensive compilation of research that demonstrates the use of the Income and Market Approach for FLP appraisals involving real estate, marketable securities, and oil and gas interests. The 3rd Edition includes the results of a new study on how much of a discount for marketability is imbedded in public limited partnership data, as well as two new studies on how to objectively support a discount for lack of marketability. Please Click Here to see all the new and updated research, analyses, and explanations that are in this book. This new edition contains 5 completely new valuation examples (including mktble
securities, income and nonincome producing real estate, multiple types of assets and oil/gas assets), an expanded Tax Court case section, a special Legal Section written by Stephanie Loomis-Price of Baker Botts concerning avoiding the legal pitfalls associated with forming and operating FLPs, what you need to know about IRC § 852 as it applies to closed-end funds, and much more. For more information, see the Table of Contents. Order the 3rd Edition for only $149.
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Re-Sale Discount Study - The ReSale Discount Study has been replaced with a new report called the 2009 Executive Summary Report. This report is not available for order separately but it is included with an annual subscription to the database. For more information, please CLICK HERE.
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To subscribe to the Direct Investments Spectrum Newsletter (formerly the Partnership Spectrum), please call 1-800-634-4614. |
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