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Property ManagersReal Estate Agents
Book a 15-minute call Start your free analysis

Help your clients save on property tax.

We review and appeal your clients' property taxes every year. Clients pay nothing unless we win.

Become a referral partner → Book a call

Your clients' largest controllable property expense.

~1/3

of a multifamily building's operating costs is property tax. For income property, that's about 20–35% the size of NOI.

15–40%

typical reduction for the cases we take and win. On a $10M apartment building that is roughly $20,000 to $80,000 a year, depending on the state.

What your clients get

Monitoring

Checked every year

We check every building against the county's records each year.

Appeal Autopilot

Appealed when there's a case

When there's a case, we build it, file it and argue it. Clients pay only if we win.

Convenience

Nothing for you to manage

You share a link. Your client signs up online and works with us directly.

Why Castellan

  • The detailed work, every time.

    Most firms check value per square foot and a few nearby sales. We do the labor-intensive research on every building.

  • Technology plus decades of experience.

    Our software combs the county's records. Our team brings decades in property tax.

  • We find what others miss.

    • Rent-controlled units valued as if they rent at market rates.
    • A garage or storage space counted as living area.
    • A case built from comparable buildings' financials.

How partners work with Castellan

01

Sign the partner agreement online.

About five minutes. Nothing is owed by anyone until we win an appeal and collect.

02

Share a link with your clients.

Your partner page has three links, each with an example email. Send one from your own email, or share it however you like.

03

Keep your fee, or pass it on.

For each client's first year, earn 20% of our fee, or pass some or all of it to your client as a first-year discount. The link you share decides which.

Questions

Does this make me a tax agent?
No. A tax agent is someone who communicates with the county on an owner's behalf, and you never do. If your brokerage keeps a referral fee, your client needs to know that in writing. It is written into your client's agreement.
Does my client pay more because you pay me?
No. Your referral fee comes out of our fee; it does not change your client's rate. If you choose to pass some or all of it to your client, their first year is that much off our fee. Our rates are on the pricing page.
Can my agents share the links?
Yes. Your agents can share your brokerage's links with their clients. The referral fee is paid to your brokerage, and you decide how to share it with your agents.
Do I need to send you a client list?
No. Share a link with the clients you choose. Each client signs up online and works with us directly.
What if a client already has an appeal firm?
They don't have to choose. A client can keep their current firm and sign up only the buildings they want us on. We're also happy to take a second look at buildings their current firm passed on. A fresh look sometimes finds a case others missed.
What happens in later years?
Your client stays on monitoring: we check their assessment against the county's records every year and appeal again whenever it is worth filing. Your referral fee is for your client's first year with us.
Can an appeal raise an owner's assessment?
In some states a board can raise a value as well as lower it. We only file cases the county's own data supports, and we tell the owner before any hearing if we think that risk is real. The owner can withdraw at any time before a decision.

Sign up as a partner.

Sign the partner agreement online and share your client links. We handle the property tax work from there.

Become a referral partner → Book a 15-minute call
Emailinfo@castellan.so

Referral terms are set out in the partner agreement. Each client's fee terms are provided to that client in writing before any filing. Nothing on this page is a guarantee of any outcome.