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2015-04-20 CC Agenda Packet LBAEl3r� I/I JT"A riffri Minnesota State Law requires assessors to value property based on historical data. Taxes payable are always based on the prior year's value, which was determined using sales data from a previous time period (see chart below). Therefore, in an escalating market, assessed values are typically lower than the current market. Likewise, if values are declining it's possible that assessed values will be higher than the current market. This is due to the time frame we are required to work with and the effects of a rapidly changing market. `+y ti SOID Gather & Verify Sales Data v� Valuation Year Pay taxes CURRENT VALUE/ PREVIOUS MARKET Oct. 1, 2013 thru Sept. 30, 2014 { FUTURE VALUE/ CURRENT MARKET Oct. 1, th Sept. 31 MINNESOTA- REVENUE My House is Worth What? Property Tax Fact Sheet 14 Why doesn't the assessor's value reflect the sale price of my property? 1. There is a lag between the time of the assessment and when the sale takes place. An appraisal is an estimate of property value based on historical data at a set point in time — January 2 of each year — and the market can change dramatically by the time the property is sold. For example, consider a property valued at $180,000 as of January 2, 2007. This assessment is based on home sales that occurred between October 2005 and September 2006. However, the property may sell for $230,000 in August 2007. Does this mean the estimated value is incorrect? Not necessarily. It could signal an upturn in the housing market between September 2006 and August 2007, raising the sale price of the home. Just as buyers in rapidly accelerating markets may pay significantly more than the assessor's last valuation, they may also pay less in declining markets. A property valued by the assessor at $200,000 for the 2007 assessment may sell for $175,000 in August 2007. This lag time often results in a dramatic difference between actual sale prices and the estimated market values for the current year. 2. Properties can change over time. While values can fluctuate on an annual basis due to sales of similar properties, Minnesota law requires that properties only be inspected once every five years, unless new construction or demolition takes place. Between those inspections, properties may be improved without the owner obtaining a building permit — or they may deteriorate if neglected. These changes can be difficult for assessors, who may only see the exterior of the home, to consider in their annual evaluations. 3. There is no "correct" price for real estate — but rather a range of prices. The ultimate sale price of a particular property depends on its unique characteristics as well as the complex Property Tax Division — Mail Station 3340 — St. Paul, MN 55146 -3340 www. taxes.state.mn. us motivations and preferences of the seller and potential buyers. If that weren't the case, Realtors and sellers would never have to reduce listing prices, offers from multiple buyers would all be identical, and professional appraisals would all arrive at the same value. In reality, list prices often misjudge the market, offers are negotiable and can vary widely, and appraised values may be disputed. 4. No two parcels of property are identical. Estimating the precise value of a property that is based on dozens, if not hundreds, of characteristics is very difficult. Even nearly identical properties (e.g. adjacent townhomes or condominiums) often sell for different amounts. 5. Real estate markets are highly localized and always changing. Sale prices of different types of properties can vary widely. Currently, farmland and recreational properties are rising in value and sales are strong, but residential sales are stable or slightly declining in several areas. Some neighborhoods are declining at a much faster rate than other areas, which may be stable or slightly increasing in value. 6. Fewer sales mean more challenges for assessors. In many markets and for many types of property, there are few sales of comparable properties. This can make accurate market assessments more difficult, but the assessor must still use his/her professional judgment and knowledge to estimate market values on an annual basis. This may mean looking at sales that take place outside the study time frame or in a neighboring city or township. 7. Not all sales are representative of the market. Some sales, such as foreclosures, sales between relatives, or sales where the seller or buyer are acting under undue duress are not considered open - market, arm's -length transactions and are not used in sales ratio studies, nor are they used as comparables in estimating the market values of similar properties. If you have additional questions or concerns, please contact your county assessor. This fact sheet is intended to help you become more familiar with Minnesota tax laws and your rights and responsibilities under the laws. Nothing in this fact sheet supersedes, alters, or otherwise changes any provisions of the tax law, administrative rules, court decisions, or revenue notices. Alternative formats available upon request. Revised 4/08 Minnesota Revenue 1 JN-cv o0�' r %mr-M I N! �d O� 7855 Gregory A. Kramber Wright County Assessor Wright County Government Center 10 2nd Street NW, Room 240 Buffalo, MN 55313 -1183 Phone: (763) 682 -7367 / (763) 682 -7368 1 (800) 362 -3667 FAX.- (763) 684 -4553 City of Albertville 2015 Assessment Residential Values Values for the 2015 assessment are determined using a Department of Revenue sales ratio study which occurred between October 1, 2013 and September 30, 2014. ❖ QUALIFIED SALES • Quantity: 91 • Median Sales Ratio: 91.50% • Median Sale Price: $204,333 Time Adjusted Ratio: 89.25% ❖ UNQUALIFIED — FORECLOSURE/BANK SALES • Quantity: 67 ( including new construction, relative, etc) • Median Sales Ratio: 97.72 % • Median Sale Price: $180,740 After review and analysis, market based increases were made on most properties throughout Albertville. The final Time Adjusted Sales Ratio came in at 92.40 %. The State of Minnesota requires this ratio (estimated market value /sale price) to be between 90 -105 %. Current Sales Used To Determine Next Year's Values There are currently 26 qualified sales to be used for 2016 valuations. Those qualified sales have a ratio of 94.61 %. Market Value Appeals Process Visit Your Assessor's Office v' Review property charaner slits V Compare can parable properties Request an adjustment if supported Appeal to the City or Township "Board of Review" 1 Typicagy meets rc. Apr l or May May appeal in perso -) , letter, or application V Call dry or townsh p fcr ai appointment Appeal to the County "Board of Equalization" V Mees it rune V May appeal in person or a ter #� Call county for an appo ntrent IAppeal to the Minnesota Tax Court I V Appeal oy .ypnl 30 Y the year following tie assessment Small Claims Division Attorney is not necessary Decisions are final To tie in the Small Claims Division you must meet ore of these cordrtions: • the issue is a denial of a current year appticatior for the homestead ciassifxation for the taxpayers property; ' Only one parcei is included in the petition, the enti•e parcel is class fied as homestead la or lb pursuant to Minn Stat 273.13; and the parcel contains no more than one d%vel ing unit; • the entire property is classified as a, icuhural homestead class 2a or ib under sect*n 273.13; or ' The assessor's estimated market va ue of the property ;wu ded in the petition is less than 5300,OD0 Regular Division �Attomeyis ecommerCee Decisions are appea able to the Supreme Coult Must be used fo• propetties assessed over 530C,000 Albertville Five Year Residential Sales History Assessment Year 2011 2012 2013 2014 2015 Median Sale Price $183,300 $136,300 $136,300 177,025 204,333 Qualified Sales 45 30 42 68 91 Bank/Foreclosures 67 (59.82 %) 56 (65.12 %) 65 60.75% 51 (42.86 %) 35 27.77) *bank /foreclosure sales compared to qualified sales, not to overall sales that took place. so Year History of New Home Permits: *Westwind Apartment Complexes Albertville Residential Value Change 2014 assessment 2005 2oo6 2007 2oo8 2009 2010 2011 2012 2013 2014 Homes 112 68 51 5 0 3 5 11 23 22 Townhomes 22 22 0 37* 0 0 0 0 0 0 Total 134 90 51 42 0 3 5 11 23 22 *Westwind Apartment Complexes Albertville Residential Value Change 2014 assessment 2015 assessment 2014New Construction Value Change Change $418,927,600 $438,729,500 $5,032,300 $14,769,600 3.53% Albertville Commercial Value Change 2014 assessment 2015 assessment New Construction Value Change Change $142,320,100 $141,177,200 $462,300 - $1,605,200 -1.13% Albertville Apartment Value Change 2014 2015 2014 New Value Change Change assessment assessment Construction $16,935,600 $21,734,700 $3,402,500 $1,396,600 8.25% Guardian Angels All values within the "Annual Value Comparisons" table are subject to change based on the finalization of abstracts, corrections, abatements, etc. Gregory A. Kramber Wright County Assessor Wright County Government Center 10 2nd Street NW, Room 240 Buffalo, MN 55313 -1183 Phone: (763) 682 -73671 (763) 682 -7368 1 (800) 362 -3667 FAX.- (763) 684 -4553 www.co.wright.mn.us 2015 Wright County Assessment Residential values increased approximately 4.93% throughout Wright County. The property increases are a result of 1,319 "qualified" sales used in the sales ratio study (Assessed value divided by sales price equals sales ratio). The median ratio prior to the state time adjustment for Wright County was 89.23 %. Agricultural market values increased approximately 0.60% Apartment market values increased approximately 5.82% Commercial & Industrial values decreased approximately 0.13% Taxable New Construction Total Sales Qualified Sales 2010 1,963 659 — 103.89% Ratio 2011 1,912 707 — 97.29% Ratio 2012 1,785 621 - 102.22% Ratio 2013 1,972 756 — 94.02% Ratio 2014 2,416 1,239 — 89.68% Ratio 2015 2,511 1,319 — 89.23% Ratio Agricultural market values increased approximately 0.60% Apartment market values increased approximately 5.82% Commercial & Industrial values decreased approximately 0.13% Taxable New Construction Total County Estimated Market Values Taxable Real Property 2010 Residential Total 2010 $48,371,800 $64,958,400 2011 $32,219,400 $56,425,900 2012 $32,997,300 $59,635,900 2013 $60,584,500 $72,561,200 2014 $108,239,400 $122,129,300 2015 $124,434,600 $171,710,200 Total County Estimated Market Values Taxable Real Property 2010 $11,757,067,800 2011 $11,250,580,300 2012 $10,610,547,800 2013 $10,824,953,100 2014 $11,754,740,700 2015 $12,346,894,000 Albertville Breakdown by Class of Property 2014 $11,775,349, 2 521,734,700, 4` 2%, ■ Residential / Seasonal $141,177,200, ■ Commercal /Industrial 23% $438,729,500, Agricultural 71% ■ Apartments What is Market Value? Market value is defined by the following information from the Minnesota Department of Revenue. Market value is the price that would prevail under competitive, open- market conditions at the time of the assessment. An "open- market" sale is one in which the buyer and seller are acting prudently, and the price is not affected by undue stimulus. The price obtained at a forced sale shall not be considered. Foreclosure vs. Traditional Sales Albertville sales have shown roughly an 12.5% difference in average sale price between a foreclosure /short sale compared with a traditional sale New Time Adiusted Ratio Three years ago a change was made in how time adjustments are made. The terms "backward" and "forward" come into play. These terms reference the way sales ratios are calculated. In the past, the ratio was calculated looking back during the sales year. Now, the desired method is to do a time adjustment looking "forward ". In simple terms, this means that a home that sold in May of 2014 for $140,000, would be worth $150,000 by December of 2014 due to the increasing market. There are a couple of reasons for making this change. It more closely resembles what the "current" market is as of January 2nd of each year (the assessment date), and, it is the preferred method for Minnesota Tax Court. 11644 57th St 7/14 $105,000 6686 Lander Ave 7/14 $153,500 101022004060.JPG 5438 54th Cir 9/14 $153,503 11811 55th St 10/13 $138,000 101022004080.JPG 5445 Large Ave 6/14 $155,000 n - 101025002090.JPG 11791 57th St 4/14 $164,000 101029003040.JPG 6158 Kalland Dr 8/14 $173,055 101040001020.JPG 10616 62nd St 6/14 $153,163 11352 54th St 4/14 $169,168 i 101036003090.JPG 10707 61st St 4/14 $162,475 6141 Kahler Dr 9/14 $169,840 101047001210.JPG 11025 57th St 4/14 $114,000 10945 57th St 2/14 $115,100 5585 Kalenda Dr 6/14 $202,148 10917 57th St 6/14 $126,900 10594KarstonAve 1/14 191,090 5588 Kalenda Dr 10/13 $181,000 ON, 101040006050.JPG 6111 Kahler Dr 5/14 $170,235 F 1 -77 AW 101040007010.JPG 6213 Kahler Dr 9/14 $181,900 IF101043001020.JPG 5479 Main Ave 3/14 $137,740 5693 Kalland Ave 8/14 $181,390 5715 Kalland Ave 10/13 $167,9QU s 10115 63rd St 4/14 $175,000 10579 Karston Ave 5/14 $238,200 5404 Kalenda Dr 11/13 $145,403 Y- s 101053003050.JPG 10278 Karson Ave 6/14 $266,265 5499 Kalenda Dr 7/14 $231,950 10132 Karson Ave 5/14 $152,000 10137 Karson Cv 2/14 $143,000 5594 Kalland Ave 4/14 $121,000 l r1 �a 5353 Kahler 6/14 $234,740 10144 Karston Ave 7/14 $180,480 10521 Karston Ave 10/13 $329,550 "Z a bow--- ..- 101065006060.JPG 5624 Lambert Ave 7/14 $184,203 A 101066005040.JPG 5525 Lachman Ave 6/14 $142,784 ✓t 'A �?' a "Tt1aS.i68 i_ :*Vl�.' -A'4yM X.44SS*{ `if I 101069002050.JPG 10464 64th way 5/14 $150350 10204 53rd St 10/13 $175,000 10358 64th St 3/14 $132,890 10463 64th Ln 5/14 $135,400 5346 Kahl Ave 5/14 $205,640 5328 Kahl Ave 9/14 $231,650 5246 Kahl Ave 6/14 $206,340 10293 52nd St 11/13 $237,400 TS 101071003080.JPG 10227 52nd St 8/14 $200,000 I 5 5107 Kali Ave 6/14 $224,686 101079003100.JPG 5390 Kalland Ave 2114 $155,500 t. 101081002130.JPG 5040 Kahl Ave 5/14 $215,000 101081003010.JPG �101081003060.JPG 10175 Kali Ave 7/14 $223.100 10275 Kali Ave 5/14 $199,155 -V 101081003100.JPG 4967 Kaiser Ave 11/13 $221,160 y...._. <tF .v: � k 101084001010.JPG 10445 Jason Ln 6/14 $154,900 10634 51st St 8/14 $175,323 6205 Karston Dr 8/14 $330,500 101073002010.JPG 6250 Karston Dr 10/13 $253,750 6218 Karston Dr 7/14 $229,900 I UI U/ /UUZudu.JPG 11453 53rd St 8/14 $189,900 101084001020.JPG 10451 Jason Ln 1/14 $144,900 ......... W.M.- t; 101087001480. J PG 10467 64th Ln 11/13 $130,000 101087001220.JPG 10572 64th Ln 8/14 $135,000 9 10457 64th Ln 6/14 $150,000 101087001520. J PG ' 10445 64th Ln 5/14 $145,403 10109000- 10229 Karston Ct 9/14 $324,952 10236 Karston Ct 9/14 $355,000 NIP" r V i� -.. 101093006030.JPG 6744 Lakeview Cir 11/13 $199,900 101093010030.JPG 11668 East Laketowne Dr 5/14 $420,000 101093003010.JPG 6777 Lakeview Cir 12/13 $288,120 6719 Lakeview Cir 9/14 $355,000 4951 Kalenda Ave 4/14 $335,500 6191 Kahl Ave 5/14 $191,963 - 4 _ 101098003030.JPG 11371 West Laketowne Dr 12/13 $288,000 101096006090.JPG 4923 Kassel Ave 5/14 $302,975 101098003020.JPG 11357 west Laketowne Dr 5/14 $460,000 ,,6o 1 West Laketowne Dr 8/14 $137,900 1 1� i� r i Ii�l ice. t - - -- . -. .- - -- ■' 11 101101002170.JPG 6698 West Laketowne Dr 6/14 $145,500 11254 68th St 7/14 $258,100 6456 64th St 9/14 $127,000 =�n �1 101101002190.JPG 6639 Lamplight Dr 12/13 $143,000 101500011302.JPG 1159956thSt 6/14 $243,500 101500014307.JPG 5098 Main Ave 5/14 $147,000 682767thSt 5/14 $285,000 5076 Main Ave 2/14 $165,550 r r. ®Wright County Assessor's Office C /Iform '14 Commercial/industrial Sale �4' >4.._ fj 14.. 101141001020 Holm, Trisha Complex Name: 152 Club Parcel #. Property Use: Bar & Grill Sale Date: City Albertville «� Sale Price: Address: 5794 Main Ave NE Adjustments: Year Built: 1910 w/201 0 add n. Net Sale Price: Type of Construction: Class D Terms: Condition: Average 67,987.5 down remainder at 6.6% interest monthly Building Size (SgFt): 3,589 Ground Floor Area: 2,629 Gross Floor Area: 3,589 Net Rentable Area: $96.41 #ofStories/Wa#Height- multiple " Mezzanine: 960 Heating /AC: Sprinkler /E/e vator. none Site Utilities: city services Land Area: 57,320 Zoning: B-4 USEC Code: 1310 Misc: Mezzanine included in gross buiding area. Verified: tpr7372 �I lip t Buyer, Holm, Trisha Seller. Holm, Michael & Deborah Parcel #. 101- 141 - 001020 Sale Date: 4/9/14 «� Sale Price: $346,000 Adjustments: ---i Net Sale Price: $346,000 Terms: CD 67,987.5 down remainder at 6.6% interest monthly Balloon in March of 2015 Sate Price (SgFt): $96.41 Ground Floor Area: $131.61 Gross Floor Area: $96.41 Net Rentable Area: Income Data: Comments: (02) Relative Sale Phone: Assessed Value: Ratio (Y /N): The data contained in this document is deemed accurate but not guaranteed. Ratio : Wright County assumes no responsibility or liability for actual or consequential damage incurred as a result of using data contained in the document. 101500011215 Complex Name: Highland Bank Buyer- Dolly Jean Prop etal Property Use: Bank Seller. Highland Bank City: Albertville Address: 5985 Large Ave NE Parcel #- 101 - 500 -011215 Year Built. 1994 Sale Date: 5/1/14 Type of Construction: Class D; Brick Veneer Sale Price: $250,000 Condition: Average Adjustments: Building Size (SgFt): 4,701 Net Sale Price: $250,000 Ground F/oorArea: 2,301 Terms: WD Gross Floor Area: 4,701 Net Rentable Area: # of Stories/Wall Height. 1 story with basement Sale Price (SgFt): $53.18 Mezzanine: none Ground Floor Area: $108.65 Heating /AC: FA/AC Gross Floor Area: $53.18 Sprink /eNEle vator.- Net Rentable Area: Site Utilities: city services Income Data: Land Area: 43,200 Zoning: Commerical Comments: USECCode: 1800 Vacant charter bank building; fsbo misc., New use will be a floral shop 99 sfporch included in abo ve sf- 544 sf canopy not indluded in above sf Verified: tp r7372v Phone: Assessed Value: Ratio (YIN): The data contained in this document is deemed accurate but not guaranteed. Ratio: Wright County assumes no responsibility or liability for actual or consequential damage incurred as a result of using data contained in the document. Might County Assessor's Office C /lforrn '14 Commercia / / /ndustna/ Sale <' `zl _ �. ma s 'lr, t �o. 101500351405 Complex Name., Buyer- 4th Axis Properties LLC Property Use: Warehouse /Office Seller- Voght, Donna City: Albertville Address: 6575 Labeaux Ave Parcel #. 101- 500 - 351405 Year Built: 1984 Sale Date: 3/18/14 Type of Construction: "D" Wood Pole Sale Price: $420,000 Condition: Average Adjustments: Building Size (SgFt): 11,680 Net Sale Price: $420,000 Ground Floor Area: 11,680 Terms: WD Gross Floor Area: 11,680 Net Rentable Area: ' # of Stories/Wa# Height: 14'- 16' Sale Price (SgFt): $35.96 Mezzanine: Ground Floor Area: $35.96 Heating /AC. Gross Floor Area: $35.96 Sprinkler /Elevator.- Net Rentable Area: Site Utilities: City services Income Data: Land Area: 108,908 Zoning: 1-1 Comments: USEC Code. 1595 Misc: Verified.. tp r7372 Phone: Assessed Value: Ratio (YIN): The data contained in this document is deemed accurate but not guaranteed. Ratio: Wright County assumes no responsibility or liability for actual or consequential damage incurred as a result of using data contained in the document.