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HomeMy WebLinkAbout20090676.tiffRESOLUTION RE: ACTION OF THE BOARD CONCERNING PETITION FOR ABATEMENT OR REFUND OF TAXES - N AND S JOSEPH PROPERTIES WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board of County Commissioners of Weld County, State of Colorado, at a duly and lawfully called regular meeting held on the 9th day of March, 2009, at which meeting there were present the following members: Chair William F. Garcia, and Commissioners Sean P. Conway, Barbara Kirkmeyer, David E. Long, and Douglas Rademacher, and WHEREAS, notice of such meeting and an opportunity to be present has been given to the taxpayer and the Assessor of said County, with said Assessor, Christopher Woodruff, being present, and taxpayer N and S Joseph Properties, not being present, and WHEREAS, at said meeting, at the request of the Assessor and Petitioner, the Board deemed it advisable to continue the matter to March 23, 2009, in order to be able to consider petitions from N and S Joseph Properties for Tax Years 2007 and 2008 at the same time, and WHEREAS, on March 23, 2009, the Board of County Commissioners have carefully considered the attached petitions, and are fully advised in relation thereto. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Board concurs with the recommendation of the assessor and the petitions be and hereby are, denied, and an abatement or refund not be allowed as follows: CORRECTION TO ASSESSED VALUATION ABATEMENT OR REFUND TAX YEAR $0.00 $0.00 2007 $0.00 $0.00 2008 2009-0676 AS0072 TAX ABATEMENT PETITION - N AND S JOSEPH PROPERTIES PAGE 2 The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 23rd day of March, A.D., 2009. ATTEST: Weld County Clerk to the Board BYE DepUt Clerk t. the Board 7 APPROVED AS TO FORM: Coufity Attorney i Date of signature BOARD OF COUNTY COMMISSIONERS WELD LORADO William F. GarciaC[C-hair David E. Long 2009-0676 AS0072 PETITION FOR ABATEMENT OR t- LFUND OF TAXES Please submit if c. uplicate copies and :.ns:ver all questions. County LoneWeld PETITIOt..:R: Compieia Section I on this side only Section Date: 1` aonlh Day Year Petitioner'., Name: N88 Joseph Properties Petitioner'_ mailing addrjss: 12076 E Mississippi Ave 09 2008 Date Received[..' Use Assessor's or Commissioners' Date Stamp Aurora CO 80'. 12 City or Toen State Z,; Code Vale ECEIVED DEC 15 2008 :A,ELD COUNTY ASSESS( GREELEY,COLORADO SCHEDUL OR PARCEL dUMBER(S) PROPERTY ADDRESS JR LEGAL DESCRIPTION OF PROPERTY 14710530 . p003 1400 Dexter St, 139s4oa Petitioner _bates that the taxes assessed against the above property tc: property tax year 2007 is incorrect i :the foitowing reasons: (Briefly describe the circumstance surrounding ice incorrect value or tax. (The peel. ;per's estirr ote of actual value ,oust be included.) Ai.ac.r additional sheets if necessary. Market V: o for retail sauce in the area 6..5325 Petitions .: estimate c, actual value $ Value Petitioner .quests an abatement or refund sf the appropriate taxes a_ociated with a reduction in value. I declare, ..)der penalty of perjury in the second degree, that this ph:;tic t, together with any accompanying exhibits or statemc.as, has been examined by me, and to the best of my kne\r-...dge, information and belief, is true, correct and comp.cte. 303 755-5354 Daytime Phone do.aber ( Petitioners Signature By •--C. wl'1Y�ll,.y% Daytime Phone a:bere303 ) Ag` nt's Signature' *Latter c. _gency must. oe attached whet: petition is submitted. Every pet ...on for abates sent or refund filed pursuant to section 39-1U- 154, C.R.S., shall be acted upon pursuant to the provish as of this sec:ion by the board of county commissioners or toe assessor, as appropriate, within six months of e date of Nll,g such petition. 39-1-113(1.7), C.R.S. 355-5871 Section LAssessor's Use Only ZOO '% Tax Year Assessed Value Or!:.inalJ�& i rf Con _cted 'f2 G 43or Abate/f.ofund Tax �ZJd. o41Jx7W 125 o W S 74f c Assess0e /'e4•4.as.u/J Iiel.', / tirke c 4S,00 oil 4 of/ke, 2009-0676 03/02/09 17:18 FAX ELITE PROPERTY SERVICES, inc. Property Tax Adjustment Specialist, Inc. • Subsidiary • DENVER 5000 EAST EVANS AVE., STE 1.426 DENVER, CO 80222 (303) 355.5871 (800) 840-9688 FAX (303) 691-8882 WELD ASSESSOR IJ007 t\ COLORADO SP Alt :;S • PO BOX 5L,ezi COLORADO SPRINGS, CO 80849-0827 (719) 594-6410 (800)840-96;8 FM (800) 694-6983 AGENT AUTHORIZATION TO WHOM IT MAY CONCERN: We authorize Property Tax Adjustment Specialists, Inc., to act as our agent in property assessment matters for the real and personal property Iliited below. As our agents, Property Tax A-;justment Specialists, Inc. has full authority to handle all matters relative to assessments with your office. This includes, but is not limited to, the inspection of any property record documents, both public and confidential, for real and personal property, the receipt of assessment notices, tax statements, etc. Additionally, they have permission to represent us in any appeal or abatement process. This authorizacion is valid for the 2009 tax year petition and any previous year's abatement petitions. PROPERTY OWNER OF RECORD: Signature _ U /V isS e 4? -7A-74:6, L (Owner as shown on Property Tax Bill) Title Qh e � a -Date -7_ / n t✓ r� Name (Printed or Typed) Phone Number PROPERTY ADDRESS & TAX SCHEDULE NUMBER: 1(./00 )ex -71-1. ter! y/ /a ,3- 3 D v 03/02/09 17:19 FAX WELD ASSESSOR 008 ELITE PROPERTY SERVICES, inc. Property Tax Adjustment Specialist, Inc. • Subsidiary • DENVER 8000 EAST EVANS AVE., STE 1-426 DENVER, CO 80222 (303) 355-5871 (800) 840-9688 FAX (303) 691-8882 COLORADO SPRINGS PO BOX 50827 COLORADO SPRINGS, CO 80949-0827 (719) 594-8440 (800) 840.9888 FAX (800) 594-8983 December loth, 2008 To: Weld County Assessor Office Ref: 2007 tax year appeals To Whom It May Concern: Enclosed are the abatement petitions for the 2007 tax year, lean be reached at 303-355- 5871 if you need further information. Thank you Sincerely lC�ttdy . ayer RECEU I DEC 15 2008 WELD COUNTY a OR GREELEY, COLORADO 00/02/09 17:17 FAX WELD ASSESSOR ¢1002 EVALUATION SUMMARY TAX YEAR 2007 NAME:N & S Joseph Properties LLC SITUS: 1400 DEXTER ST PIN: 147105304003 COMMENTS: The sales comparables for the subject during the valuation period denote a value of $114.15 per sq. ft. lgnd and improvements. The mass model used for the subject has assigned a very high value of $150.00 per sq. ft. land and improvements. Respectfully request an adjustment to the subject to reflect fair market value for the 2007 tax year. Fair market value as denoted by the market approach as of June 30th 2006 is $688,325.00. Thank you for your consideration to this matter. AFTER EVALUATION OF THE PROPERTY, ELITE PROPERTY SERVICES, INC. RECOMENDS A VALUE OF $688325.00 03/02/09 17:17 FAX WELD ASSESSOR 4 003 , 301 S, 4th'Ave-.Rumors!Salon,lBSpa Brighton, CO 80601 Sale Date: 0112112005 Sale Price: $225,000 - Full Value Price/SF: $87.41 Pro Fount Cap: - Actual Cap Rate: - Comp ID: 998056 Reaesrch Statue Research Complete Mama County Bldg Type: General Freestanding Year Bulh/Age: Built 1920 Age: 86 RBA 3,338 SF P arcel No: 1669-07-2-23-018 Sale Cond8ons: - ®:479 S:4th'Ave,-.AsIa, Inm R'estaurant0 Brighton, CO 80601 Sale Date: 07/29/2006 Sale Price: $470,000 - Full Value Price/SF: $143-64 Pro Forma Cap; • Actual Cap Rate: - Comp ID: 1046302 Research Status: Research complete SOLD Bldg Type: Year BuiltAge: RBA: Adams County Restaurant Bulk 1012 Age: 93 3,272 SF P arcel No: 1569-07-3-01-004 Sale Conditions: - 114 Bthst - Spindens; Automotive, •,:':: • • Dccono, CO 80514 Sale Date: 05/0512006 Sale Price: 6250,000 - Full Value Price/SF: $115.68 Pm Forma Cap: - Actual Cap Rate: - Comp ID; 1136065 Research Statue: Research Complete f. 702 E Bridge - Singdn phtne;e Ret9lau'rari'tri'' ;;;',,;,,,',;;:, Weld County Bldg Type: Auto Repair Year BullUAge: Built 1980 Aga: 26 RBA 2,163 SF Brighton, CO 80601 Sail Dale: 08/3012005 Sale Price: $350,C00 - Full Value Price/SF: $148.05 Pro Forma Cap: • Actual Cap Rate: - Comp ID: 1071314 Research Status: Research Complete Parcel NO: 146906206005 Sale Conditions: - Bldg Type; Year BuiIVAge: RBA: Aflame County Restaurant Built 1919 Woe 1988 Age: 86 2,364 SF Parcel No: 1569-07.1.04-019 Sale Conditions: - In, 2060E[Bridge St -'Queen SquareLaundr'' . ,o ,ni Brighton, CO 30601 Sale Date; 03/7212006 Sale Price: 6230,000 - Full Value Price/SF: $121.74 ?ro Fem. Cap: - Actual Cap Rate: - Comp ID: 1109725 Raseerch Statue Reseo.:ch Complete Adams County Bldg Type: General Freestanding Year Built/Age: Built 1984 Age: 22 RBA: 2,300 SF Parcel No: 1599-C3-1-20-003 Sale Conditions: - Elit . ., 230 Deriver Ar.'_ Qupen SquareLaundrom$' &'Rent?, For. Lupton. CO 80821 Sale Date: 03/17:2006 Sale Price: $470,300 - Full Value Price/SF: $106.:,3 Pro Forma Cap: - Adual Cap Rate: - Comp ID: 110374.0 Research Status: Research Complete Weld County Bldg.Tyas: General Freestanding Year Built/Age: Built 1997 Age: 9 RBA 4,000 SF Parcel No: 147106222001 Sale Conditions: - 'SOLD lice mpy,lgnad ,.pon =airs reattach KoI•ad lc Site Raptly aoam-+Se71a- 12110/2008 Page 1 03/02/09 17:17 FAX WELD ASSESSOR II 004 218 N; Main St r Madams Restaurant. Brighton, CO 50601 gale Dais: 1211912005 Sale Price: $315,000 • Full Vatue Price/Br: 5112.50 "r rc Forma Cap: - A$ual Zap Rate: - Camp ID: •050802 R_searrll Status: Research Com:Sate Adem5 County Bldg Typo: Restaurant Year Bsilt/Age: Bullt 1927 Aga: 78 RBA: 2,800 SF Parcel No: 1558-08-3-00-017 Sale Conditions: - 12/1012002 Page 2 TNs m.Yaahma capon contains =cacti Inacoa ta atlm M,panr aavtas• 1at]ae 03/02/09 17:18 FAX WELD ASSESSOR 005 Quick Stats Report Median High Low Average Count Price Center Size Pica per'S„F^•', y ; Actual Cap Rate .Da;s'or,.Madcat' Sale Prim to Asking Price Ratio .i Sold Transactions Total Sales Volume: $2.310,000 Total Sales Transactions: 7 2,163 SF ;$33000er:: Nit000'. 000. 2,891 S9SF 3.; 2,800 SF 4,000 SF ;. $d`I6:38':• "$14x.06•./ Location: Locallon mathoC - Radius: Radius - 7.5 mile radius from 1460 Oster St, Fort Lupton, CO Basic Criteria: Sale St>lus-sold;Property Type -Retail; Building Park -Shopping Center;ShoppingCenterType- NolghGorhood Center; S.;ic Date -111/2005.61301200x; Total Building Size (SF) -2,000-10,000 7 mb oogn9lited report =lain: rpovl, runnd bear Pro:av Set:- ¶Sa>ea 12/10/2008 Pap I 03/02/09 17:18 FAX WELD ASSESSOR X1006 301 5 4th Ave 479,6410 Ave • 114 8th St •9.02 E„bridge $....,'• 2060 E Bridge St 190 DenverAYe.. 218 ht Main St • 4:3 •cR-14 . I' grC0.12 't• A `.paves 'r..�R.a ......»...�..... kBY.- ••.E leases+.., ..u. .,e Brighton 3,338 SF RelaluGeneral Freestandin',....... 3, 12F l/Re t:. Vie, T q!P."._' 9riW+� 272 SFRetaiV�i Dacono 2,163 SF Retail/Auto Repair itp Sold: 5228,000 (987.4115F) old 54Y,0,000 (51.,,.'•�•''�•F1". Sold: 5280,000 (5115.5813F) ,..-_ (8•148.0518F)• Sold: 5288,000 ($121,74/SF) :,;00;000 cS,10S)SF)', Sold: $515,000 (5112.50/SF) mu eapydpiia4 report ccsme,s nwwC1 IIUR%a m Liu PropQiq 3ttc++ - 135740. 12110/2008 Page CHRISTOPHER M. WOODRUFF, COUNTY ASSESSOR BRENDA DONES, DEPUTY ASSESSOR APPRAISAL REPORT OF COMMERCIAL PROPERTY FOR Board of County Commissioners N & S JOSEPH PROPERTIES LLC PETITIONER VS. WELD COUNTY ASSESSOR'S OFFICE RESPONDENT Parcel Number: 1471-05-3-04-003 Schedule Number: R1395602 Petition for Abatement Number: 2008-420 & 2009 -003 Date: March 16, 2009 Time: 9:00 AM Board: County Commissioners PREPARED BY 1/4,4) March 23, 2009 Signature Date WADE J. MELIES ASSESSOR'S OFFICE STAFF APPRAISER INDICATED VALUE MERCHANDISING -LAND MERCHANDISING -IMPROVEMENT $439,914 $464,586 Total: $904,500 CBOE_COMM_010998 Page 1 SALIENT FACTS AND CONCLUSIONS Purpose of Appraisal Property Rights Appraised Location Land Area Zoning Property Type To determine Market Value as of 1/1/07 and 1/1/08 based on an appraisal date of 6/30/06. Unencumbered fee simple interest. 1400 DEXTER ST FORT LUPTON 67,679 Square Feet FTL C2 Commercial Neighborhood Shopping Center Inline Retail Year Built 2005 Quality Class Number of Stories Improvement Sq. Ft. Value Indications: Land Cost Approach Market Approach Income Approach Average Metal Frame 1 6,030 square feet $439,914 $904,459 $995,000 $926,000 Final Value $904,500 CBOE_COMM_010998 Page 2 n 11' PO x012 010! C 14'0"07 I " Rank of 'on Ui . lay R eereatOrce s _ rs man IW r--.alt.A a[Aar r .,... Partner m a and rs Wrong rsw Subject Neighborhood The subject neighborhood is located in the City of Fort Lupton in southern Weld County. The subject neighborho d is located in the recently developed southeastern portion of Fort Lupton. The neighborho d is dissected by the major arterial road 1st Street or Colorado Highway 52 which runs east to 1-76 nd west to Hwy 85 and 1-25. Recent development in the area includes residential subdivision such as Appel Farms Estate, Coyote Creek, and Diamond V Addition. In addition to the Coyote Cre k Golf Course; the Fort Lupton Recreation and Community Center have been recently built. Recen commercial developments are the Fort Lupton Community Shopping Center which includes inline retail and anchored by Safeway Grocery Store with gas, the Salud Medical Administrative Offices, ACE Hardware, Bank of Colorado, Grease Monkey, and a car wash. The Fort Lupton Co munity Shopping Center has the only major chain grocery store in Fort Lupton. The subject's N ighborhood Shopping Center has 1.47 acres of developable vacant land remaining. Subject Property The subject property is attached inline retail in the Fort Lupton Community Shopping Center which is anchored bsk Safeway grocery store. The subject is at the opposite end of additional inline retail. The subject is 6,030 square foot steel supported attached inline retail building with 1,936 square feet of basement storage built in 2005. The subject has 22 foot sidewall height and is fully sprinklered. The subject is currently a single use large retail liquor store. The subject could be divided. The subject has good visibility from 1St Street and the Safeway parking lot. Neighborhood Map I : MST_.. . '+✓• 001 013 00in '002: -014 -! n , r -r ir; ' . rt.." 002 ' e 1015 ,Q07Y� !! rT`. 002 HT nil 0.5 �0�11 °z !ti 05 _Qi1121 0 001 01 4 0 j4DEXTER-ST CNS Inline Retail f i Ss QO. .a K 004 1e4b 48' 15.6' W 1% 4 Conte ely 8;nnurary I49Iiv.wy Roads Par crlAcres Parch Mydia sea 1:3210 )t r)CO(CCX �..�.w.. W.H\/ CBOE_COMM_010991 Page Subject Photograph Front View Rear View t Frst Floor 6030 0' Subject Sketch 3 Unfinished Basement 1910, _21 Safeway CBOECOMM _010998 Page 4 COST APPROACH SUMMARY The Assessor is currently using Marshall and Swift cost tables for the cost approach of commercial properties in Weld County, which has been approved by the Division of Property Taxation to be utilized by Colorado Assessors. The structure has been classified properly utilizing the Marshall and Swift Valuation service and an appropriate value assigned. A land value has likewise been established through the utilization of vacant land sales of comparable properties. Improvement Value $464,545 Land Value $439,914 TOTAL VALUE BY THE COST APPROACH $904,459 CBOE_COMM_010998 Page 5 Class S, Neighborhood Shopping Center Inline Retail Section 13, Page 33, May 2006 Average Quality Base Cost per Square Foot Attached Sprinkler System Multiplied by Factors For Size -Shape Ratio Story Height Location Modifier Current Cost Update Combined Modifier 0.969 1.170 1.020 1.010 $56.72 $4.21 1.1680 Final Adjusted Base Cost per Square Foot $71.16 Main Level Cost 6,030 S.F. x $71.16 = $429,095 Basement Level Cost (storage) 1,936 S.F. x $25.90 = $50,142 Total Estimated Costs for Building Improvements $479,237 Less Depreciation: Total Accrued Depreciation Estimated Depreciated Cost of Building $465,545 Physical (Modified AgelLife Method) Actual Age 2 Yrs Effective Age 1 Yrs Economic Life 35 Yrs Effective Age/Total Economic Life = Physical Depreciation 1 Yrs / 35 = 2.86% Functional Obsolescence 0.00% External Obsolescence 0.00% 2.86% $13,692 CBOE_COMM_01099f Page E COST APPROACH LAND VALUE Sales utiliz to establish the value in the subject neighborhood are Jan 1, 2005 to Jun. 30, 2006 market for t e 2007 and 2008 assessment date. The comparative sales approach is the most reliable method of I nd valuation. Pursuant to 39-104-(10.2) (c) C. R. S., the Assessor may utilize sales from Sept. 2004 hrough the current market to establish the proper value, if sufficient information is not available in he prior 18 months. The Weld County Assessor has an established ongoing sales confirmation and validation program for property transactions used in developing value. The land size of the subject is 67,679 square feet. Comparable commercial land in the subject area is valued at $6.50 per square foot Parcel Number Sale Date Sale Price Land Size Per Square Ft Comparable 1 Comparable 2 Comparable 3 Comparable 4 147105304003 08/19/04 $460,000 67,679 $6.80 147105306001 09/15/05 $490,000 70,884 $6.91 147105308003 05/19/05 $300,000 45,997 $6.52 147105308002 10/28/04 $353,000 33,748 $10.46 The four co parable land sales used are in the subject neighborhood and located less than a block from the su ject. Comparables 1, 3, and 4 are in the subject's Neighborhood Shopping Center. Comparabl 1 is the subject property. The comparables develop a range of $6.52 to $10.46 per square foot After adjusting for size and time, the sale presented support a value of $6.50 per square foot for the ubject property. ASSESSOR'S INDICATED SUBJECT LAND VALUE $439,914 424riLcuinOt!tisalquj2, Land Sales Map WJ 1r 0061 g' se -I 6 i' 005 012 —1 0' 1 Z l 7` %.t4.11".u1 L(3 Oirgl com LE NY"! a OMwaO a lailieT /t rA s,_. env OM ies Se GB A r• . Hearne! r 4 maSNP WSW .raa 7110 1W II MOT TO ! USED MR ,n ocnOfa it9Elld Wad c.. -n, &LlIn .y sane: tIJa CBOECOMM _010991 Page i MARKET APPROACH SUMMARY The Asses or has appropriately considered the Market Approach to value for the property on appeal. The Sales omparison Approach was considered in developing a market value for the subject. Sales used to est blish a market value for the tax year 2007 and 2008 are from January 1, 2005 through June 30, 2006. Pursuant to 39-1-104 (10.2)(c) C. R. S., the Assessor may utilize sales five years prior to July 1, 2606 to establish the proper value. All sales have been confirmed and verified through transfer declarations as well as interviews with buyers, sellers or their representatives to the sale. All sales used re arm's length transactions, and considered to be the most comparable properties sold in relationship to the subject property. Based upon investigation and analysis, it is the opinion of the appraisers that the value of $165 per square foot accurately reflects the market value of the subject property. The subject property contains 6,030 square feet of inline retail space in an anchored Neighborhood shopping Center Comparable 1 Comparable 2 Comparable 3 Comparable 4 Comparable 5 Parcel Number Sale Date Sale Price Bldg Size Per Square Ft 131107218007 & 008 5/12/2005 $9,750,000 29,752 $327.71 131119304004 & 006 5/15/2005 $6,200,000 22,757 $272.44 131301414006 3/24/2006 $1,723,000 7,000 $246.14 147106121017 9/30/2002 $335,600 2,289 $146.61 130931400026 9/17/2001 $388,400 2,848 $136.38 Comparables 1 and 2 are inline retail properties in anchored Neighborhood Shopping Center and are much larger. Comparables 3 is a standalone retail store similar in size and locate near an anchored Neighborhood Shopping Center. Comparable 1, 2, and 3 are located in Firestone. Comparables 4 and 5 are I sated in the City of Fort Lupton, are used as liquor stores, smaller in size, and are older sales. Co parable 3 is an attached building and comparable 4 is a stand alone building. The sales develop a r nge of $136 to $328. After adjustments for sale date, size, location, and relation to an anchor, the subject's market value is thought to be $165 per square foot. VALUE AS INDICATED BY THE MARKET APPROACH $995,000 (rounded) CBOE_COMM _01099t Page Market Approach Comparables Comparable Number 1 UNIT 1011101 • RKUuai LINT 103 • Subway UNIT 104 • UPS Slur! INT 10s • Dens o*. • :006 UNIT 106 pedal A'$ I IT 101 • Salon•Trade Secret UNIT t 08 •Nae Cate UNIT 109 • Cosl Cutlets VAT 110. Lon Note-ligh Rams Liquor Asphalt Pa kmg Area :030 Rea Parlingfoairx area Total Sq. Ft. 18,412 CO ARABLE SALE ACCOUN11 NUMBER: R2718704 PRIMARY OCC: Neighborhood Shopping Ct 1617 Unix* Nairn 4 UM201 Spell UM206 Get o UM20s Un1204 IA203 o - UM 201 PaW> 1''t Pea 0 0 p. ITINlet OM tee =1400 St TOUT Gross Set Ft 11340 0 sr eactwattkonicon2100sf bbd nalydan4 202 was rardeo rot, unit 201 ex lets leslina ll COUNTY: WELD PARCEL NUMBER: 131107218007 & 009 PERCENT: 100% ADDRESS: 6160 FIRESTONE BLVD FIRESTONE RECEPT UMBER: 3287286 SALE DATE: GRANTO : QUADRANT FIRESTONE PARTNERS SALE PRICE: GRANTEE, CONQUEST FIRESTONE LLC & ADJ SALE PRICE: YEAR BUI T: 2004 EFFECTI AGE: 2004 LAND SIZ (SF): 77,229 & 81,543 = 158,772 BLDG SIZ (SF): 18,412 & 11,340 = 29,752 WALL HEI HT: 16 STORIES: QUALITY: Good 5/12/2005 $10,750,000 $9,750,000 CLASS: C LAND/BLDG RATIO: 5.34 LAND VALUE: $1,270,176 IMPS PRICE/SF: $285.02 SALE PRICE/SF: $327.71 COMMEN S: Sale included five adjacent vacant lots. Two lots are water retention ponds used for he entire shopping center. The buyer allocated $1,000,000 to the three develops le lots. The sale price was adjusted for these lots. CBOE_COMM _010998 Page 9 Comparabl - Number 2 COMP RABLE SALE ACCOUNT PRIMARY OC SECONDARY THIRD OCC: ADDRESS: R0722601 & R0722801 Neighborhood Shopping OCC: FIRESTONE RECEPT NUMBER: 3286869 GRANTOR: SHOPS AT FIRESTONE LLC GRANTEE: LAWRENCE JAMES BOWLES YEAR BUILT: 2002 EFFECTIVE AGE: LAND SIZE ( ) BLDG SIZE ( ) WALL HEIGH STORIES: BSMNT SIZE: BSMNT FINIS ZONING: QUALITY: 109,149 22,757 16 1 Average COMMENTS: Confirmed sale with buyer. COUNTY: WELD PARCEL NUMBER: 131119304004 & 006 PERCENT: 100% PERCENT: PERCENT: SALE DATE: SALE PRICE: ADJ SALE PRICE: CLASS: LAND/BLDG RATIO: LAND VALUE: IMPS PRICE/SF: SALE PRICE/SF: INTEREST RATE: DOWN PYMT: LOAN TERM (YRS): POINTS PAID: 5/16/2005 $6,200,000 C 3.08 $491,171 $250.86 $272.44 CBOE_COMM _010998 Page 10 Comparable Number 3 C MPARABLE SALE ACC UNT R2651503 PRI ARY OCC: SEC NDARY OCC: THI OCC: ADDRESS: Retail Discount Store O 1Mh OW I'M ►Oo Fag F1xa 7000 0' COUNTY: WELD PARCEL NUMBER: 131301414006 PERCENT: 100% PERCENT: PERCENT: 5919 FIRESTONE BLVD FIRESTONE RECPT NUMBER: 3388667 GRANTOR: AARD-TSD-CSK FIRESTONE LLC GRANTEE: CC LAND COMPANY INC YEAR BUILT: 2005 EFF$CTIVE AGE: LAND SIZE (SF): BLDG SIZE (SF): 46,694 7,000 WALL HEIGHT: 14 STORIES: BSMNT SIZE: BSMVT FINISH: ZON NG: QUA ITY: 1 Average SALE DATE: SALE PRICE: ADJ SALE PRICE: CLASS: LAND/BLDG RATIO: LAND VALUE: IMPS PRICE/SF: SALE PRICE/SF: INTEREST RATE: DOWN PYMT: LOAN TERM (YRS): POINTS PAID: COMMENTS: Confirmed with buyer. Lease is NNN for 15 years with 2 options to renew. 3/24/2006 $1,723,000 D 6.67 $210,123 $216.12 $246.14 b 2 CBOE_COMM _010998 Page 11 BLDG SIZ (SF): WALL HEI HT: STORIES: BSMNT SI BSMNT Fl ZONING: QUALITY: COMMEN Comparable Number 4 COMPARABLE SALE ACCOUNT PRIMARY ?CC: SECONDAKIY OCC: R7117798 Retail Store (Liquor Store) ADDRESS: 417 DENVER AV FORT LUPTON Deriver Ave 31 8' :Off lie Retail lit,0.o S140 BLi 1921 1.;1945 R,mod.led 19?i Class 0: 10'• 12'4 Packer i 2289 s4 ft � i 1 3.8' sa;w0: 6O COUNTY: WELD PARCEL NUMBER: 147106121017 PERCENT: 100% PERCENT: RECEPT NUMBER: 2999198 SALE DATE: 9/30/2002 GRANTOR₹ COMEAU DORSEY A & MARY J SALE PRICE: $410,600 GRANTEE: CHA YING & MAILY ADJ SALE PRICE: $335,600 YEAR BUI T: 1921 CLASS: D EFFECTIV AGE: 1976 LAND/BLDG RATIO: 1.81 LAND SIZ (SF): 4,134 LAND VALUE: $22,737 2,289 IMPS PRICE/SF: $136.68 12 SALE PRICE/SF: $ 146.61 I INTEREST RATE: 6.75% 1,038 DOWN PYMT: $160,610 ISH: Storage LOAN TERM (YRS): 30 years Comm POINTS PAID: Average The sales price less $75,000 for FF&E equals the adjusted SP of $335,600. 6614 00 CBOE_COMM _01099E Page 12 Comparable Number 5 COMPARABLE SALE ACCOUNT R5275386 PRIMARY OCC: Liquor Store SECONDARY OCC: ADDRESS: 640 14 ST FORT LUPTON RECEPT NUMBER: 2884625 GRANTOR: MINTLE DOROTHY SMITS GRANTEE: PATTON DONALD D & LUANN D YEAR BUILT: 1978 EFFECTIVE AGE: 1990 LAND SIZE (SF): 43,560 BLDG SIZE (SF): 2,848 WALL HEIGHT: 12 STORIES: 1 BSMNT SIZE; BSMNT FINISH: ZONING: I-1 QUALITY: Average 70.3' Ilattti Ole r+w.mn" 40N 150' Cooler 40 7 COUNTY: WELD PARCEL NUMBER: 130931400026 PERCENT: 100% PERCENT: SALE DATE: SALE PRICE: ADJ SALE PRICE: CLASS: LAND/BLDG RATIO: LAND VALUE: IMPS PRICE/SF: SALE PRICE/SF: INTEREST RATE: DOWN PYMT: LOAN TERM (YRS): POINTS PAID: 09/17/2001 $440,000 $388,400 S 15.29 $53,317 $117.66 $136.38 7.50% $0 20 YRS COMMENtS: The subject is a liquor store. The sales price includes the fixtures & equipment valued at $51,600 giving an adjusted SP of $388,400 Liquor Store SI 1978 Remodeled 1997 Class S Space Heat 17 rob 2848.0 sq. ft. CBOE_COMM _01099f Page 1: Market Sales Map ent r --- Vollmer rte! :iota Dacono 4 • a .. r Coyot.S ee&. Got course Fort Lupton 11 ISit Subject 853 85 I� r: s Anstocrat Rnnchettes CBOE_COMM 01099E Page 14 INCOME APPROACH SUMMARY The Weld C unty Assessor has appropriately considered the Income Approach to value for the Subject pro erty on appeal. The Assessor has gathered income information from local inline retail commercial properties for the time frame of January 1, 2005 through June 30, 2006. This information, combined th countywide and industry -wide data, is used to determine typical income and expenses for inline ret it type property. The comparables used are inline retail spaces in an anchored Neighborho d Shopping Centers. Comparable 1 is inline retail space in the subjects Neighborhood Shopping C nter. Comparables 2 and 3 are inline retail liquor store spaces in similarly anchored Neighborho d shopping Centers approximately 9 miles form the subject. The range develop by the comparable is $19 to $24.50 NNN per square foot. After adjustments for location and size the estimated i come for the subject is $19 NNN per square foot. All the comparables are NNN type leases in which the tenant is responsible for their portion of the property taxes and other expenses. For this analysis the direct capitalization rate use in this analysis. Smith / Burbach — Real Estate Investment urvey - Winter 2005/2006 indicates stabilized Cap Rates for Shopping Centers in Colorado to range from 7 to 10 percent. Recent sales of inline retail in Weld County support the middle of th range. Considering the subject's location a cap rate of 9% is appropriate. The vacancy and loss for Neighborhood Shopping Centers inline retail range from 13 to 17 percent in Southwestern Weld Coun . The subject's Neighborhood Shopping Center inline retail has experienced a 21% vacancy. F r this analysis we will use a 21% for the subject's vacancy and loss. Comparable 1 Comparable 2 Comparable 3 Address Lease Size Use Per Square Ft NNN 1200 Dexter St. Fort Lupton 1,200 to 2,800 Restaurant, Retail & $19 Office 8180 C R 13 Firestone 6160 Firestone Blvd, #110 Firestone 4,200 5,555 Liquor Store $24.50 Liquor Store, $24 TOTAL INCOME VALUE FOR THE SUBJECT PROPERTY $926,000 rounded) Potential Gross Income Size 6,030 Loss & Vacancy Effective Gross Income Expense s Managemen t Reserves Total Net Operating Income Cap Rate Indicated Value Value per S.F. Rate $19.00 NNN 21% 5% 3% 9.00% $153 $114,570 $24,025 $90,545 $4,527 $2,716 $7,244 $83,301 $925,568 CBOECOMM 010998 Page 15 Income Approach Comparables Lease Comparable #1 Lease Comparable #2 Lease Comparable #3 CBOE_COMM _01099E Page 16 Income Comparable Map Firestone r.�.. Comp #3 -41 Comp #2 IRd=-; Dacono ha. - 7 1 4 E A dii M 1 .0 ttg , coyote Leek 3d n _sitCa e Fort Lupton I" _N___. Subject Wattenberg� CBOE_COMM _010998 Page 17 CONCLUSION Real property for tax year 2007 and 2008 must be valued utilizing the level of value for the period of one and one-half years immediately prior to July 1, 2006. Except that, if comparable valuation data is not available from such one -and one -half -year period to adequately determine the level of value of a class of property. The period of five years immediately prior to July 1, 2006 shall be utilized to determine the level of value. Said level of value shall be adjusted to the final day of the data gathering period. Changes occurring between base years are not to be accounted for until the following level of value is implemented, other than additions, change in use, detrimental acts of nature, damage due to fire, etc., or creation of a condominium, or any new regulations restricting or increasing the use of the land, or a combination thereof. {39-1-104(11)(b)(1) C. R .S.} The subject property has been classified as inline retail Commercial Property for assessment purposes. Commercial property value shall be determined by appropriate consideration of the Cost Approach, Market Approach, and Income Approach to value. {39-1-103(5)(a) C. R. s.} The Assessor has considered all three approaches to value for the subject parcel on appeal. FINAL RECONCILIATION After consideration of the cost, market and income approaches, it is the Weld County Assessor's opinion that the value of $904,500, most accurately reflects the value of the subject property in Weld County for the 2007 tax year. COST APPROACH MARKET APPROACH INCOME APPROACH $904,459 $995,000 $926,000 INDICATED VALUE MERCHANDISING -LAND MERCHANDISING -IMPROVEMENT $439,914 $464,586 Total: $904,500 CBOE_COMM_010998 Page 18 APPRAISAL STANDARDS AND ETHICS CERTIFICATION I certify to the best of my knowledge and belief that: The statements of fact contained in this report are true and correct. The reported analyses, opinions and conclusions are limited only by the reported assumptions and limiting conditions and is my personal unbiased professional analyses, opinions and conclusions. I have no present or prospective interest in the property that is the subject of this report, and I have no personal interest or bias with respect to the parties involved. My compensation is not contingent on an action or event resulting from the opinion or conclusions in, or the use of, this report. My analyses, opinions and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. No one provided significant professional assistance to the person signing this report. I have made a personal inspection of the property that is the subject of this report. Wade J. Melies Commercial Appraiser Colorado Certified General Appraiser CG40036400 CBOE_COMM_010998 Page 19 Wine COLORADO February 11, 2009 N and S Joseph Properties 12078 East Mississippi Avenue Aurora, CO 80012 RE: SCHEDULE NUMBER R1395602 Dear Property Owner: CLERK TO THE BOARD PHONE (970) 336-7215, EXT. 4225 FAX: (970) 352-0242 P.O. BOX 758 GREELEY, COLORADO 80632 This is to advise you that the Weld County Board of Commissioners will hear your petition for abatement or refund of taxes on the property described as: 1400 Dexter Street, Fort Lupton, Colorado 80621. The meeting is scheduled for March 9, 2009, at 9:00 a.m., in the First Floor Meeting Room, Weld County Centennial Center, 915 10th Street, Greeley, Colorado. The Assessor is recommending that the Board deny your petition. You are not required to be present at this hearing, however, this is your opportunity to have your position heard, especially if your position is opposed to the Assessor's recommendation. If you intend to submit any documentation in support of your position for this hearing, all such documentation must be submitted to the Office of the Clerk to the Board and to the Weld County Assessor's Office at least seven calendar days prior to the meeting date in order for it to be considered at the scheduled hearing. If you have any questions concerning this matter, please do not hesitate to contact Esther Gesick at (970) 336-7215, extension 4226. Sincerely, 62 Esther E. Gesick Deputy Clerk to the Board cc: Assessor WIWDc. COLORADO April 6, 2009 N and S Joseph Properties 12078 East Mississippi Avenue Aurora, CO 80012 RE: SCHEDULE NUMBER R1395602 CLERK TO THE BOARD PHONE (970) 336-7215, Ext. 4225 FAX: (970) 352-0242 P. O. BOX 758 GREELEY, COLORADO 80632 Dear Property Owner: On March 9, 2009, the Board of Weld County Commissioners considered your petition for abatement or refund of taxes and denied same. Pursuant to Section 39-2-125(f), C.R.S., you have the right to appeal this decision to the State Board of Assessment Appeals within thirty days. You may obtain the appropriate forms and instructions from the Board of Assessment Appeals, Department of Local Affairs, 1313 Sherman Street, Room 420, Denver, Colorado 80203. V truly/7,/ ruly you / /l7 1 A Donald D. Warden, Clerk to the Board By: )72, Deputy Clerk to the Board cc: Assessor Cindy Mayer Elite Property Services, Inc. 6000 East Evans Avenue, Suite 1-426 Denver, CO 80222 Ain WID€. COLORADO April 6, 2009 N and S Joseph Properties 12078 East Mississippi Avenue Aurora, CO 80012 RE: SCHEDULE NUMBER R1395602 CLERK TO THE BOARD PHONE (970) 336-7215, Ext. 4225 FAX: (970) 352-0242 P. O. BOX 758 GREELEY, COLORADO 80632 Dear Property Owner: On March 9, 2009, the Board of Weld County Commissioners considered your petition for abatement or refund of taxes and denied same. Pursuant to Section 39-2-125(f), C.R.S., you have the right to appeal this decision to the State Board of Assessment Appeals within thirty days. You may obtain the appropriate forms and instructions from the Board of Assessment Appeals, Department of Local Affairs, 1313 Sherman Street, Room 420, Denver, Colorado 80203. Vey truly youy�,/ /f`/y' 1 rl f ,/ / /1 Donald D. Warden, Clerk to the Board By: 7/7 Deputy Clerk to the Board cc: Assessor Cindy Mayer Elite Property Services, Inc. 6000 East Evans Avenue, Suite 1-426 Denver, CO 80222 Hello