[BENEFIT SHEET]

Complex Portfolios, Covered With Confidence

 
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Specialty Tax Sell Sheet LP

We know the territory

From reverse mortgages to REITs, LERETA understands the tax complexities of non-standard portfolios. With flexible processes, deep subject matter expertise, and proven accuracy, our team helps you manage risk and remove manual effort—no matter how unique the assets.

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Reverse Mortgage Expertise

We support the country’s largest reverse portfolios, delivering tax certificates, payment processing, reporting, refunds, and parcel-level research with care.

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Manufactured Housing

Since 2007, our experts have navigated jurisdictional nuances, identifying chattel-only loans and ensuring accurate land and home assessments.

Oversight for Oil, Gas, and Private Wealth

From shared ownership calculations to high-liability trusts and corporate-owned assets, LERETA brings precision and oversight to high-touch, niche portfolios.

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Want to learn more about partnering with LERETA?

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