For tax and finance teams
From every overpaid assessment to the last program your team didn't know existed.
Why it matters
REAL's Tax agent solves portfolio overpayment. It runs continuously alongside your team, giving them coverage across every property, every jurisdiction, and every municipal program that was impossible to hold alone.
1.2B sqft
of enterprise operations run on REAL
8M+
tasks completed across enterprise portfolios
14%
physical operations savings across portfolio
REAL reads your full property record against the county's current assessment and uncovers every property your portfolio is overpaying on.
Assessment review · Retail Store · Michigan Ave, Chicago
County assessment
$4.8M
Current valuation
$3.2M
Challenge ready · Cook County · last assessed Jan 2022
Est. recovery $112K/yrPass-through tax charges are among the most consistently overbilled items. REAL reads every lease tax clause against every reconciliation statement and hands your team every discrepancy it can claim back.
Pass-through reconciliation
Base real estate taxes · 14 leases
Tax increase passthrough · 6 leases
Special assessment charges · 3 leases
Total recoverable
Your portfolio qualifies for programs it doesn't know exist, jurisdiction-specific and changing every year. REAL tracks all of it so your team claims every eligible program before the savings window closes.
Programs identified
PILOT Agreement · Houston, TX
Active through 2028 · $230K/yr benefit · Not applied
Enterprise Zone Incentive · Dallas, TX
Eligible · application deadline in 38 days
Historic Preservation Abatement · Chicago
Potentially eligible · Review required
What the Tax agent recovers comes from the full picture of the portfolio. It works from everything the other agents already know, so a renovation logged by Construction updates what that property should be assessed at, and a tax clause read by Lease flows directly into the pass-through audit.
Construction & Lease
Agent
Tax
Agent
Live context update
Renovation completed · 12 locations
TaxLease tax clause flagged · 3 locations
TaxWhen REAL identifies a recoverable assessment, it builds your team the complete appeal package, formatted to that jurisdiction's specific requirements and backed by an expert that has won this challenge hundreds of times.
Appeal package · Q1 2026
23
properties
8
jurisdictions
100%
documentation complete
4 days
to filing deadline
The REAL Suite
Each REAL agent is an expert in its domain, built to share context and act on what the others know. The more agents work in your portfolio, the more complete each one's view of it becomes, and the stronger every recovery it makes.
Tax Auditing
Overassessments surface by comparing each property’s assessment against comparable locations and its own history, which is hard to do across hundreds of parcels by hand. REAL combines lease data, assessor records, and tax rules to flag over-assessed properties and missed appeal opportunities, so the cases worth pursuing are identified before the appeal window closes.
Tax pass-throughs should be checked against the lease the same way CAM is, because the same kinds of errors appear. REAL audits the tax charges billed to you against the lease terms and the underlying assessment, and flags discrepancies with the supporting record attached.
Appeal when the evidence shows the assessment is out of line with comparable properties or the property’s actual condition and value, and when the deadline still allows it. REAL surfaces which properties have a defensible case and the timing to act, so appeals go where the recovery is real rather than across the board.
See how the Tax agent monitors every property in real time and builds the case for what your portfolio is owed.