HomeMy WebLinkAbout2021_10_12 BOER MINUTES DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
MINUTES
Board of Equalization and Review
Date: October 12,2021
Board Members Present:
Hunter Beattie, Chair
Barbara Levine,Regular
Leon Meyers,Regular
Staff Members Present:Nancy Freeman, Tax Administrator
Roger Gunn,Real Property Appraisal Manager
Kelly Wells, Chief Appraiser
Chris Mashburn, Commercial Appraiser with CCA
Christy Carden,Appraiser
Vrinlli Flores,Administrative Assistant
SCHEDULE:
9787141770 Obey Creek Ventures LLC NOT APPEARING
9787144852 Obey Creek Ventures LLC NOT APPEARING
9788308690 CIG Chapel Hill LLC APPEARING
9788402618 CIG Chapel Hill LLC APPEARING
1054345 Aanika Hotels LLC dba Siena Hotel NOT APPEARING
1062694 KIPOS Restaurant NOT APPEARING
9789334067 Stratford Investments LLC Et al NOT APPEARING
9799242451 RRPIV Village Plaza Chapel Hill LP NOT APPEARING
9880171994 NR Edge Property Owner LLC NOT APPEARING
9880088353 NR Edge Property Owner LLC NOT APPEARING
9880082292 NR Edge Property Owner LLC NOT APPEARING
Chair Hunter Beattie called the meeting to order at 1:00 PM.
OBEY CREEK VENTURES LLC PIN 9787141770
Ryan Alexander Carr elected not to appear before the Board on behalf of the appellant and requested that
the submitted documentation serve as the appeal. The appellant is appealing the value of an .85 acre
vacant land tract located on S. Columbia Street, Chapel Hill. The current assessed value of the property is
$1,295,900.00. A list of evidence follows:
APPELLANT COUNTY
9787141770 Appeal 9787141770 County
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
Kelly Wells represented the County and stated the subject property is 0.85 acres of vacant commercial
land located on US 15-501 across from Southern Village in Chapel Hill. The appellant's opinion of value
is $647,950 but no supporting evidence was submitted to support this opinion. Ms. Wells stated that after
review of the property,the County recommends applying a-20%topography adjustment for the slope of
the land,making the subject's value more equitable with similar,nearby commercial land. This would
reduce the value of the subject property from$1,295,900 to $1,036,700.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review, and due to a lack of supporting evidence from the appellant,Mr. Beattie made a
motion to accept the County's revised value of$1,036,700.Ms. Levine seconded the motion and the
motion carried.
Yes: 3
Noes: 0
OBEY CREEK VENTURES LLC PIN 9787144852
Ryan Alexander Carr elected not to appear before the Board on behalf of the appellant and requested that
the submitted documentation serve as the appeal. The appellant is appealing the value of a 10.93 acre
property located on S. Columbia Street, Chapel Hill. The assessed value of the property is $10,960,800.
A list of evidence follows:
APPELLANT COUNTY
9787144852 Appeal 9787144852 County
Kelly Wells represented the County and stated the subject property is 10.93 acres of commercial land
located on US 15-501 across from Southern Village in Chapel Hill. There are three dilapidated homes on
the parcel as well. The appellant's opinion of value is $3,528,400 but no supporting evidence for this
opinion was submitted with the appeal. After reviewing the property and similar sales in the area,the
County recommends further depreciating the homes from 90%to 99%, applying a-60%adjustment to the
land for topography, shape, and flood plain,thereby reducing the value from$10,960,800 to $4,375,100
which is $400,000 an acre for the land and$3,100 for improvements. For comparison, a similar nearby
property was sold in 2017 for$406,300 an acre.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$4,375,100.
Mr. Meyers seconded the motion and the motion carried.
Yes: 3
Noes: 0
AANIKA HOTELS LLC DBA SIENA HOTEL ACCOUNT 1054345
Sean Singhi elected not to appear before the Board and requested that the submitted documentation serve
as the appeal. The appellant is requesting a compromise in taxes associated with a discovery of business
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
personal property located at 1505 E. Franklin Street,Chapel Hill. The total amount of listing penalties
that are the subject of the request for compromise is $2,535.67. A list of evidence follows:
APPELLANT COUNTY
1054345 Appeal 1054345 County
Christy Carden represented the County and stated the listing penalties were computed based on a
discovery resulting from an audit performed by Tax Management Associates. Ms. Carden states the
appellant accepted the discovery values for tax years 2016-2021 and is appealing the listing penalties
associated with these discovery values.Ms. Carden stated the request is due to economic hardships that
the hotel and the hospitality industry has been facing for the last 20 months due to COVID.
Mr. Beattie was concerned how COVID was the explanation of why the furniture and fixtures were under
reported for tax years 2016-2019.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr.Beattie made a motion to deny the request to compromise the listing
penalties. Ms. Levine seconded the motion and the motion carried. Mr. Meyers did not agree.
Yes: 2
Noes: 1
KIPOS RESTAURANT ACCOUNT 1062694
The appellant elected not to appear before the Board and requested that the submitted documentation
serve as the appeal. The appellant is requesting a compromise in taxes associated with a discovery of
business personal property located at 431 W. Franklin Street, Chapel Hill. The total amount of listing
penalties that are the subject of the request for compromise is $150.83. A list of evidence follows:
APPELLANT COUNTY
1062694 Appeal 1062694 County
Christy Carden represented the County and stated the appellant's request was due to the business being
closed from March 2020 through most of the year,relocation, and the financial hardships brought on by
COVID. Ms. Carden stated that the appellant had historically listed on time until tax years 2020 and 2021
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to grant the appeal to compromise the late listing
penalties for Kipos Restaurant. Ms. Levine seconded the motion and the motion carried.
Yes: 3
Noes: 0
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
NR EDGE PROPERTY OWNER LLC PIN 9880088353
Hailey Garrett elected not to appear before the Board on behalf of the appellant and requested that the
submitted documentation serve as the appeal. The appellant is appealing the value of a 4.97 acre vacant
property located on Village Center Drive, Chapel Hill. The current assessed value of the property is
$4,473,000. A list of evidence follows:
APPELLANT COUNTY
9880088353 Appeal 9880088353 County
Kelly Wells represented the County and stated the appellant is appealing the valuation based on the value
per acre of nearby commercial land, and the appellant suggests a lower valuation of$2,500,000 for the
subject property.Ms. Wells stated that upon review of this property and the value per acre of commercial
land in the area, it was determined that the average value per acre is $780,000. As a result of this review,
Orange County recommends applying a-22%market adjustment to the land value thereby reducing the
land value from$900,000 per acre to $780,000 per acre and then reducing the land value further with a-
10% size adjustment for a total revised valuation of$3,488,900.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$3,488,900
for the property. Mr.Meyers seconded the motion and the motion carried.
Yes: 3
Noes: 0
NR EDGE PROPERTY OWNER LLC PIN 9880082292
Hailey Garrett elected not to appear before the Board on behalf of the appellant and requested that the
submitted documentation serve as the appeal. The appellant is appealing the value of a vacant 14.1 acre
property located at 696 Carraway Crossing, Chapel Hill. The current assessed value of the property is
$9,870,000. A list of evidence follows:
APPELLANT COUNTY
9880082292 Appeal 9880082292 County
Kelly Wells represented the County and stated the property consists of 14.1 acres of vacant commercial
land. The appellant is appealing the valuation based on the value per acre of nearby commercial land, and
the appellant suggests a lower valuation of$4,500,000 for the property.
Ms.Wells stated that Orange County reviewed the subject property and the value per acre of similar
commercial land in the area, and it was determined that the average value per acre is $780,000.As a result
of this review, Orange County recommends applying a-22%market adjustment to the land value and
then a-25%size adjustment to the land value for a total revised valuation of$585,000 per acre and an
overall valuation of$8,248,500 for the property.
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$8,248,500.
Mr. Meyers seconded the motion and the motion carried.
Yes: 3
Noes: 0
Mr. Beattie made a motion to recess the meeting until 1:45 PM. Ms. Levine seconded the motion and the
Board recessed.
Mr. Beattie called the meeting back to order at 1:45 PM.
CIG Chapel Hill LLC PIN 9788308690
Alexander Carr appeared before the Board on behalf of CIG Chapel Hill LLC to appeal the value of
property located at 186/221 Howell Street, Chapel Hill. The current assessed value of the property is
$1,855,900. A list of evidence follows:
APPELLANT COUNTY
9788308690 Appeal 9788308690 County
Mr. Carr stated that the subject property is one of two separate parcels of student apartment properties
along with PIN 9788402618 operated as one economic unit. The property was constructed in1967,
renovated in the mid to early 2000s and most recently purchased in 2017. Mr. Carr stated the property has
been struggling even before COVID,but based on an end of year 2020 income and expense analysis,the
indicated value for the subject parcel was $1,422,976.
Kelly Wells represented the County and reiterated that the property known as Ram's Horn Apartments
spans across two parcels. Ms. Wells stated that the subject parcel consists of three buildings with a total of
4,992 square feet gross building area and has a current assessed value of$1,855,900. Ms. Wells stated
that upon review of the total complex for both parcels by CCA,CCA weighted the sales comparison
approach 45%and the income approach 55%for a reconciled valuation of both parcels of$4,987,757.
This value was allocated between the two parcels based on the total square feet of the gross building area
indicating a recommended value for the subject parcel of$1,507,926. As a result,Orange County
recommends applying an economic market adjustment of E19 to the property value for a revised
valuation of$1,503,200.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$1,503,200
for the subject property. Ms. Levine seconded the motion and the motion carried.
Yes: 3
Noes: 0
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
CIG Chapel Hill LLC PIN 9788402618
Alexander Carr appeared before the Board on behalf of CIG Chapel Hill LLC to appeal the value of the
property located at 201 Howell Street, Chapel Hill. The current assessed value of the property is
$2,852,400.A list of evidence follows:
APPELLANT COUNTY
9788402618 Appeal 9788402618 County
Mr. Carr stated that the subject property is one of two separate parcels of student apartment properties
along with PIN 9788308690 operated as one economic unit. Mr. Carr stated the property has been
struggling even before COVID,but based on an end of year 2020 income and expense analysis,the
indicated value for the subject parcel was $2,187,024.
Kelly Wells represented the County and reiterated that the property known as Ram's Horn Apartments
spans two parcels. The subject parcel consists of six buildings with a total of 11,520 square feet gross
building area and has a current assessed value of$2,852,400. The appellant is appealing the valuation on
the basis that the income and expenses from 2020 suggest a lower valuation of$1,524,858.
Upon review of the total complex for both parcels by CCA, CCA weighted the sales comparison approach
45%and the income approach 55%for a reconciled valuation of$4,987,757. This value was allocated
between the two parcels based on the total square feet of the gross building area indicating a
recommended value for the subject parcel of$3,479,830. As a result of this review, Orange County
recommends reducing the economic market adjustment from E30 of E15 for a revised valuation of
$3,463,500 for the property.
The Board reviewed all documents and information provided by the appellant and the County.After
deliberation and review,Mr. Beattie made a motion to accept the County's revised valuation of
$3,463,500. Ms. Levine seconded the motion and the motion carried.
Yes: 3
Noes: 0
STRATFORD INVESTMENTS LLC ET AL PIN 9789334067
Alexander Carr elected not to appear before the Board on behalf of the appellant and requested that the
submitted documentation serve as the appeal. The appellant is appealing the value of the property located
at 881 Martin Luther King Jr Boulevard, Chapel Hill. The current assessed value of the property is
$4,515,200. A list of evidence follows:
APPELLANT COUNTY
9789334067 Appeal 9789334067 County
Kelly Wells represented the County and stated the appellant is appealing the valuation of this 50 unit
apartment property on the basis that the income and expenses from 2020 suggest a lower valuation of
$3,800,000. Ms.Wells stated that upon review of this property by CCA, CCA weighted the sales
comparison approach 45%and the income approach 55%for a reconciled valuation of$4,270,998 for the
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
property. As a result of this review, Orange County recommends increasing the economic market
adjustment on the property from E21 to E26 for a revised valuation of$4,229,500 for the property.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$4,229,500.
Mr. Meyers seconded the motion and the motion carried.
Yes: 3
Noes: 0
RRPIV VILLAGE PLAZA CHAPEL HILL LP PIN 9799242451
Hailey Garrett elected not to appear before the Board and requested that the submitted documentation
serve as the appeal. The appellant is appealing the value of the property located at 255 S. Elliott Road,
Chapel Hill. The current assessed value of the property is $14,464,800. A list of evidence follows:
APPELLANT COUNTY
9799242451 Appeal 9799242451 County
Kelly Wells represented the County and stated the appellant is appealing the valuation of the property
known as the Elliott Square Shopping Center on the basis that the property's income and expenses from
2019 through 2020 suggest a lower valuation of$11,000,000.
Ms. Wells stated that upon review of this property by CCA, CCA weighted the sales comparison
approach 45%and the income approach 55%for a reconciled valuation of$13,230,230.As a result of this
review, Orange County recommends applying an E09 economic market adjustment to the property for a
revised valuation of$13,163,100.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$13,163,100.
Ms. Levine seconded the motion and the motion carried.
Yes: 3
Noes: 0
NR EDGE PROPERTY OWNER LLC PIN 9880171994
Hailey Garrett elected not to appear before the Board and request that the submitted documentation serve
as the appeal. The appellant is appealing the value of the property located at 100 Village Center Drive,
Chapel Hill. The current assessed value of the property is $6,874,500. A list of evidence follows:
APPELLANT COUNTY
9880171994 Appeal 9880171994 County
DocuSign Envelope ID:CD609373-3AA7-4A4A-AD96-60FEBC2424AD
Kelly Wells represented the County and stated the property is a multi-tenant retail building located in the
area known as Carraway Village. The appellant is appealing the valuation on the basis that the income
and expenses from 2020 suggest a lower valuation of$4,000,000 for the property.
Ms. Wells stated that upon review of this property by CCA, CCA weighted the sales comparison
approach 50%and the income approach 50%for a reconciled valuation of$2,229,285 for the property.
As a result of this review, Orange County recommends changing the market adjustment of the land from
200%to -22%for a revised valuation of$2,234,700.
The Board reviewed all documents and information provided by the appellant and the County. After
deliberation and review,Mr. Beattie made a motion to accept the County's revised value of$2,234,700.
Ms. Levine seconded the motion and the motion carried.
Yes: 3
Noes: 0
Having heard all of the appeals scheduled on this date,Mr. Beattie made a motion to adjourn this meeting
at 2:11 PM. The motion was seconded by Mr. Meyers and the meeting was adjourned.
�DIo1cuSSiign^ed by, A
6,�/N N ✓�N l`L
RqRFIRF
Hunter Beattie, Chair 4/1/2022
/DocuSigned by:
4/1/2022
Vrinlli Flores,Recording Secretary