Equipment Finance
Project Finance
Real Estate Finance
Vehicle Finance
Transaction advisors, investors, and financial institutions refer their clients to Marshall & Stevens because our specialists provide the value opinions required to meet the financing, tax, and financial reporting requirements of structured finance transactions. Opinions requested often include a combination of:
- Economic Compulsion
- Economic Useful Life
- Value at End of Lease and other future dates
- Value of Equity per class
- Limited Use Analyses
- MACRS Classifications (“Cost Segregation”) analyses
- Fair Market Value
- Purchase Option
- Repowering (“80/20”)
- Residual Value
Our experience includes the valuation of significant assets, projects, and facilities in the following industries:
- Agriculture, Food, & Beverage
- Broadcast Media
- Chemical
- Construction
- Conventional & Renewable Energy
- Healthcare & Medical
- Hospitality & Gaming
- Manufacturing & Distribution
- Real Estate
- Technology including semiconductor facilities
- Transportation
- Water & Wastewater Facilities
Marshall & Stevens understands the IRS Revenue Procedures that determine the standards with which true leases and other financing structures must comply. We coordinate with advisors, investors, lessors, and tax counsel to support the tax opinions necessary to consummate a successful transaction.
Structured Finance Contacts
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Anthony Festa, ASAManaging Director & National Practice LeaderMachinery & Equipment Valuation -
Patrick Craig, MAI, MRICSPractice LeaderReal Estate ValuationPrincipal & Executive Managing Director -
Ralph J. ConsolaPractice LeaderBusiness DevelopmentPrincipal & Executive Managing Director -
Fernando Sosa, ASA, MRICSManaging DirectorEnergy & Infrastructure
