Stein Valuation
Defensible Appraisals & Strategic Communication
We are experienced in the appraisal of most property types including Apartments, Office, Industrial, Retail, Mixed-Use, Land, Multi-Family, Lodging/ Hospitality, Assisted Living, Self-Storage, Religious Facilities and single-family residences. We appraise property for a mix of appraisal purposes which include divorce, date of death, estate planning, trusts, business partnership dissolution, lending, property tax assessment, fair market rent studies, insurable value and more. Every assignment is built for clarity, compliance, and credibility. Our Principal, James Stein, is a Court Qualified Expert Witness in the Superior Court of the State of California, County of Los Angeles. Further Mr. Stein has acted as a Court Appointed Expert.
USPAP-Compliant Reporting Formats
We offer both Appraisal Reports and Restricted Appraisal Reports, tailored to your intended use and audience. Whether you need full transparency or a leaner format for internal or tax-related purposes, our reports meet all USPAP development standards and defensible logic.
Estate Tax, Estate Planning and Step-Up Focused Appraisals
We specialize in appraisals for IRS reporting and trust administration. Thanks to recent USPAP updates, we can name third-party intended users, such as the IRS, in Restricted Appraisal Reports for estates expecting less scrutiny, streamlining compliance without sacrificing clarity.
For those estates expecting a higher level of scrutiny, we will complete our reporting in Appraisal Reports as we have for years.
Litigation-Ready Documentation and Expert Support
From eminent domain to bankruptcy, we’ve supported attorneys, fiduciaries, and property owners with appraisals that hold up in court scrutiny. Our reports are built to serve our clients’ needs with sound reasoning, transparent adjustments, and clear communication throughout.
Transparent Methodology and Modular Documentation
We don’t hide behind jargon. Every adjustment, every conclusion, every comp is documented with clarity and purpose. Our reporting structure makes it easy to follow the logic, and easy to defend it when challenged.
Coverage Across California and Select National Assignments
We’re rooted in Southern California, but we’ve appraised property across the country. If your assignment demands strategic communication and valuation clarity, we’re interested, regardless of geography.
Why Stein Valuation?
At Stein Valuation, we don’t just deliver numbers — we deliver clarity. Whether you're navigating estate planning, litigation, or complex land valuation, our reports are built to withstand scrutiny and communicate with purpose. Rooted in Southern California and trusted nationwide, we combine USPAP compliance with strategic insight to help you move forward with confidence.