Keywords

property appraisal uniformity, horizontal equity, multifamily valuation methods

Abstract

This paper analyzes the uniformity of the property appraisal outcome for multifamily apartment complexes in Phoenix, Arizona. Specifically, it investigates vertical and horizontal equity and equity across assessment methods. Apartment transactions and assessed valuations are examined over a fiveyear period (1998–2002). Once possible bias in model specification is accounted for, no evidence of vertical inequity in the sample is found. However, there is modest evidence of horizontal inequity: the results suggest that complex size and geographic location are more difficult for the assessor to value uniformly. There is also inequity between small and large properties, as represented by two different valuation methods. Thus, the findings indicate that the income approach is superior to the sales comparison approach for valuing multifamily properties for tax purposes.

Original Publication Citation

Cornia, G. and B. Slade, 2005, Property Taxation of Multi-family Housing: An Empirical Analysis of Vertical and Horizontal Equity, Journal of Real Estate Research, 27:1, pp. 17 – 46.

Document Type

Peer-Reviewed Article

Publication Date

2005

Publisher

Journal of Real Estate Research

Language

English

College

Marriott School of Business

Department

Finance

University Standing at Time of Publication

Full Professor

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