Cavalry Real Estate Advisors

What Cavalry Real Estate Advisors does

Cavalry Real Estate Advisors is a Falls Church, Virginia-based commercial real estate advisory firm founded in 2021 by Ross Litkenhous (CEO) and Heidi Gilbert (CPO), specializing in property tax management and market intelligence for CRE investors, developers, owners, and public sector entities. The firm operates two integrated service lines: Tax Services (assessment appeals, income & expense reporting, credits and incentives, solid waste appeals, and annual property tax budgeting), delivered through annual engagements with auto-renewing terms, and Advisory Services (market analysis, economic and fiscal impact studies, highest and best use analysis, site selection, and litigation support) billed on hourly or fixed-fee bases. The firm claims a 96% success rate in reducing client tax bills and 98% forecasting accuracy, supported by data center, urban tax pressure, and policy thought leadership content published through its Expert Insights blog.

Underpinning the advisory practice is the Taxonics technology platform, developed by affiliated entity Taxonics Inc., which encompasses the INFORM database (assessment schedules, methodologies, taxing jurisdiction details, and legislative updates across hundreds of U.S. jurisdictions) and the FORECAST tax projection tool used for acquisition due diligence and budgeting. The firm has integrated machine learning into its tax appeal workflows for over a year, combining algorithmic efficiency with human expert review by MAI appraisers, licensed attorneys, and senior analysts drawn from SC&H Group, Altus Group, CBRE, Delta Associates, and Ryan LLC. Distribution is direct-to-client enterprise field sales via the cavalrycre.com website and industry network relationships, with Taxonics products additionally sold externally to title companies, lenders, and tax professionals via taxonics.com, opening a recurring technology revenue stream alongside the core professional services model.

Name

Cavalry Real Estate Advisors

Legal name

Cavalry Real Estate Advisors LLC

Website

https://cavalrycre.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Cavalry Real Estate Advisors is a Falls Church, Virginia-based tech-enabled advisory firm providing property tax management, tax projections, and commercial real estate market intelligence to developers, investors, owners, and public sector clients, supported by its proprietary Taxonics platform.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Tax and Advisory Services

NAICS

Other Activities Related to Real Estate (531390), Other Activities Related to Real Estate (53139)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Real Estate Strategy & Portfolio Consulting (Corporate/Institutional) (BPAJANAB)

akta.pro secondary industries

Real Estate Development & Feasibility Advisory (Highest-and-Best-Use, Entitlements Support) (BPAJANAC), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH)

Keywords

• Commercial real estate tax
• Property tax appeals
• Real estate advisory
• Tax projection services
• Fiscal impact analysis

Headquarters

HQ city

Falls Church

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Services: Property tax assessment appeals, income & expense reporting, credits and incentives, solid waste appeals, and annual property tax budgeting. Engagement auto-renews annually unless terminated with 60 days notice. Fees may be fixed or hourly with 50% deposit required upfront.
2. Advisory Services: Market analysis, economic impact studies, fiscal impact studies, highest and best use analysis, property performance analysis, site selection, real estate demand/supply services, economic development strategies, litigation support, and boardroom presentations. Subject to termination without cause with 3 days notice. Billed at hourly rates or fixed fee not to exceed quoted amount.
3. Technology Products (Taxonics): FORECAST and INFORM products available for external clients including title companies, property owners, lenders, investors, and tax professionals. Sold as professional-grade tax technology tools via taxonics.com.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Cavalry Real Estate Advisors is a tech-enabled commercial real estate consultancy that delivers property tax management services (assessment appeals, income & expense reporting, credits and incentives, solid waste appeals, annual property tax budgeting, and tax projections) and CRE advisory services (market analysis, economic and fiscal impact studies, highest and best use analysis, site selection, real estate demand/supply studies, economic development strategies, litigation support, and boardroom presentations). Service delivery is supported by Cavalry's proprietary Taxonics platform, which combines the FORECAST tax projection tool and the INFORM jurisdictional real estate information database with machine-learning-assisted workflows reviewed by human tax experts.

Product overview

Cavalry Real Estate Advisors operates as a tech-enabled consultancy offering two core service lines—Tax Services and Advisory Services—supplemented by a proprietary technology platform called Taxonics. The Taxonics platform comprises two named products: FORECAST (for tax projections) and INFORM (for jurisdictional real estate data and assessment information). These products slot into each phase of the commercial real estate cycle, helping clients manage, forecast, and reduce real estate tax burdens and make confident investment decisions.

Differentiator

Problem solved

Functional benefit

Brands

• Taxonics: Proprietary technology platform developed by Cavalry for property tax data, forecasting, and analysis. Provided by Cavalry and available to real estate professionals for tax projections and property information.

Products and services

• Tax Services

Quantifiable outcome

• 96% success rate on tax bill savings
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Taxonics Inc.coreTechnology or IntegrationTaxonics Inc. is Cavalry's affiliated data and technology company and affiliate. Cavalry's Terms & Conditions state 'there are the Terms and Conditions for Cavalry Real Estate Advisors LLC, and its data and technology company and affiliate, Taxonics Inc.' The Taxonics platform (INFORM, FORECAST) is developed and maintained by this entity and used by Cavalry to serve clients. Taxonics products are also sold externally to other real estate professionals.

Scale indicators6 records

Recent moves4 records

Expansion highlights6 records

Broad incumbents

• CBRE: Largest global commercial real estate services firm offering valuation, advisory, and tax services. Cavalry's CTO previously appraised at CBRE, and CBRE's Valuation & Advisory Services compete for the same enterprise CRE owner relationships.
• Cushman & Wakefield: Global CRE services firm offering valuation, tax consultancy, and market advisory. Overlaps with Cavalry's Advisory Services practice, particularly on highest-and-best-use, market analysis, and litigation support engagements.
• Newmark Valuation & Advisory: Public CRE services firm providing valuation, advisory, and consulting to institutional property owners. Competes for the same enterprise client mandates and high-stakes advisory projects Cavalry targets.
• JLL (Jones Lang LaSalle): Global CRE services firm with valuation, tax, and advisory practices that compete with Cavalry's advisory services line for institutional investor and developer engagements.
• Deloitte Property Tax Services: Big 4 tax practice with dedicated property tax and credits/incentives offerings for large CRE portfolios. Competes with Cavalry specifically on the credits and incentives and large-portfolio compliance work Cavalry lists as core.
• Altus Group: Global CRE data, advisory, and technology firm that acquired Cavalry's founders' former employer SC&H Group in 2014. Competes directly in property tax advisory and increasingly in tech-enabled CRE platforms like ARGUS — the most direct large-scale competitor.
• KPMG Property Tax Services: Big 4 advisory practice providing property tax compliance, appeals, and incentive services to enterprise and multinational clients. Targets the same Fortune 500 CRE owners Cavalry's advisory services pursue.

Direct peers

• Marvin F. Poer & Company: National property tax consulting firm specializing in commercial real estate assessment appeals and compliance. Multiple Cavalry team members (Bianca Hoen, Maryam Minick) previously worked at Poer, making it a near-clone peer.
• BDO USA Property Tax: Mid-tier professional services firm with a dedicated property tax practice serving middle-market and enterprise CRE owners. Closely comparable to Cavalry in size, scope, and customer profile.
• Ryan, LLC: Largest dedicated property tax consulting firm in North America, providing assessment appeal, compliance, and advisory services across all 50 states. Cavalry's stated 96% success rate and tech-enabled positioning are explicitly aimed at competing with Ryan.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cavalry Real Estate Advisors