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Assisted-Living Facilities

A collection of IAAO Library resources about assessing assisted living facilities.

Bibliography

Adult woman standing behind senior citizen in wheelchair, both smiling at camera.Eldridge, Brad A. & Bradshaw, Kevin J. (2021). Senior housing in the pandemic. [Conference session]. IAAO 2021 Annual Conference, Chicago, IL, United States.

Hiscox, Steve & McCrorie, Sean. (2013). Valuation of seniors housing and log-term care properties. Canadian Property Valuation, 57 (4), 25-27.

Johnson, B. (2018, Sep.). Valuation issues with continuing care retirement communities [Conference session]. IAAO 2018 Annual Conference, Minneapolis, MN, United States.

O'Sullivan, Meredith. (2015). A new service model for senior assisted living. Real Estate Review, 44 (4), 37-52.

Plush, Alan. (2013, Jan. 16). Nursing and Senior Housing Valuation Techniques and Trends [Webinar]. IAAO.

Simons, Allan B. (2016). Valuing assisted living facilities. Valuation Strategies, 19 (4), 20-29.

Tellatin, J. K. (2009). The appraisal of nursing facilities. Chicago, IL: Appraisal Institute.

Tellatin, J. K., Kosich, M. J., & Tracy, M. (2016). The appraisal of continuing care retirement communities with entry fees for property tax assessment purposes. Journal of Property Tax Assessment & Administration, 13 (1), 21-36.

Wilmath, Tim. (2012, Sep.). The valuation of senior care facilities [Conference session]. IAAO 2012 Annual Conference, Kansas City, MO, United States.


Summaries and briefs included under the Case Law tab include:

  • Eagle Rock Convalescent Center v. West Caldwell Township; New Jersey Tax Court January 6, 2021; 32 N.J. Tax 122
  • Elm Hill Realty v. Town of Rocky Hill; Superior Court of Connecticut, Judicial District of new Britain at New Britain; Docket Number: HHBCV14024900S; March 15, 2018; 2018 WL 1785689
  • HCP EMOH, LLC v.  Washington County Bd. Of Revision; Supreme Court of Ohio; November 30, 2018; 2018 WL 6333010
  • Joliet Township High School District 204 v. Illinois Property Tax Appeal Board, Illinois Appellate Court 3rd District; June 22, 2021, 2021 IL App (3d) 190477