Burnsville Medical Building, LLC, Relator v. County of Dakota

CourtSupreme Court of Minnesota
DecidedMay 14, 2025
DocketA240847
StatusPublished

This text of Burnsville Medical Building, LLC, Relator v. County of Dakota (Burnsville Medical Building, LLC, Relator v. County of Dakota) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burnsville Medical Building, LLC, Relator v. County of Dakota, (Mich. 2025).

Opinion

STATE OF MINNESOTA

IN SUPREME COURT

A24-0847

Tax Court Gaïtas, J.

Burnsville Medical Building, LLC,

Relator,

vs. Filed: May 14, 2025 Office of Appellate Courts County of Dakota,

Respondent.

________________________

Larry D. Martin, L.D. Martin Law Office, Victoria, Minnesota, for relator.

Kathryn M. Keena, Dakota County Attorney, Suzanne W. Schrader, Assistant Dakota County Attorney, Hastings, Minnesota, for respondent.

SYLLABUS

1. The tax court did not err by using market rent rather than effective net rent

to calculate the subject property’s potential gross income under the income capitalization

approach to valuation because the taxpayer’s tenant improvement allowances and rent

concessions were typical of the market.

1 2. The tax court did not clearly err by rejecting the taxpayer’s proposed

occupancy adjustment under the sales comparison approach to valuation.

Affirmed.

Considered and decided by the court without oral argument.

OPINION

GAÏTAS, Justice.

This appeal from the tax court concerns the valuation of a medical office building

located in Burnsville. Following a trial, the tax court concluded that the value of the subject

property for 2021 property taxes was $9,300,000, which is higher than Dakota County’s

initial assessed value. Before this court, the taxpayer, Burnsville Medical Building, LLC,

argues that the tax court erred by using market rent, rather than effective net rent, to

calculate the value of the subject property under the income capitalization approach to

valuation, even though the taxpayer presented no trial evidence of excessive tenant

improvement allowances or other atypical tenant rent concessions. Additionally, the

taxpayer argues that the tax court clearly erred by rejecting an occupancy adjustment that

its appraisal expert relied on in valuing the subject property. Because the tax court did not

err, we affirm.

FACTS

The subject property is a three-story medical office building located in Burnsville

near the intersection of Interstate 35W and Interstate 35E. Relator Burnsville Medical

Building, LLC, owns the building and is the taxpayer. Because the subject property is in

Dakota County, respondent Dakota County is the taxing authority.

2 At issue here is the value of the subject property for the purpose of 2021 taxes owed.

In January 2020, Dakota County assessed that value as $8,007,800. At the time of the

assessment, the subject property was 25 years old. It consisted of 105,821 square feet of

land (2.43 acres), a building, and a parking deck. The building was 50,841 square feet,

with 47,894 square feet of rentable space. On the assessment date, the building was divided

for multi-tenant use, and it had seven tenants, resulting in an occupancy rate of

90.13 percent. The parking deck was 22,376 square feet and could accommodate 254 cars.

Following the County’s assessment, the taxpayer petitioned the Minnesota Tax

Court, asserting that Dakota County’s assessment overstated the value of the subject

property. On July 11, 2023, the tax court held a trial.

At the trial, the taxpayer presented the appraisal report and testimony of Kelsey K.

Hornig, MAI, CCIM, a certified general property appraiser. 1 At the taxpayer’s request,

Hornig assessed the value of the subject property in March 2023 using January 2020 as the

date of value.

There are several approaches to calculating the market value of real property. It is

preferable to calculate market value using at least two approaches “because the different

methods can serve as checks on each other.” Menard, Inc. v. County of Clay, 886 N.W.2d

1 Hornig, whose last name was formerly Malecha, is the same expert whose opinions we addressed in our recent decision in Tamarack Vill. Shopping Ctr., LP v. County of Washington, 9 N.W.3d 820, 826-30 (Minn. 2024). At the trial in this case, Hornig testified that the MAI designation means “Member of the Appraisal Institute,” which signifies that an appraiser has obtained “above and beyond [the] education [that] . . . is required to achieve a certified general license through the state.” Hornig testified that CCIM means “Certified Commercial Investment Member,” which “is more of a designation for real estate investment analysis.”

3 804, 819 (Minn. 2016). Valuation approaches “are applied in light of a property’s highest

and best use”—the use “that is physically possible, legally permissible, financially feasible,

and maximally productive.” See Tamarack Vill. Shopping Ctr., LP v. County of

Washington, 9 N.W.3d 820, 832 (Minn. 2024) (citation omitted) (internal quotation marks

omitted).

Hornig testified that she used two approaches to assess the value of the subject

property: the “sales comparison approach” and the “income capitalization approach.” The

sales comparison approach “measures the market value of real estate by looking at the price

at which comparable properties sold.” Bloomington Hotel Invs., LLC v. County of

Hennepin, 993 N.W.2d 875, 889 (Minn. 2023). And the income capitalization approach

“analyzes the value of real property by assessing the capacity of the property to generate

income to the owner of the real property.” Id. at 881. The income capitalization approach

consists of the following steps:

(1) estimation of the subject property’s potential gross income; (2) calculation of the subject property’s effective gross income by subtracting the estimated vacancy and collection losses; (3) calculation of the subject property’s net operating income by estimating its total operating expenses and subtracting them from the estimated effective gross income; (4) application of a direct or yield capitalization technique[ 2] to the data to arrive at a final estimate of value; and

2 Within the income capitalization approach, there are two methods of income capitalization: (1) the direct capitalization method and (2) the yield capitalization method. Appraisal Institute, The Appraisal of Real Estate 432–33 (15th ed. 2020). Under the direct capitalization method, “a single year’s income is divided by an income rate or multiplied by an income factor to reach an indication of value. . . .” Id. at 432. Under the yield capitalization method, “future economic benefits are converted into a value indication by discounting them at an appropriate yield rate . . . or applying an overall capitalization rate that reflects the investment’s income pattern, value change, and yield rate.” Id.

4 (5) “[i]f necessary,” adjustment of the value indicated at the prior step to “account[] for the cost of leasing up the property.”

Tamarack Vill., 9 N.W.3d at 832 (emphases added) (quoting Appraisal Institute, The

Appraisal of Real Estate 432 (15th ed. 2020)).

According to Hornig, the value of the subject property calculated using the sales

comparison approach was $7,175,000. She arrived at this figure by considering five other

properties with similar market conditions, access, net rentable area, age, land-to-building

ratio, use, and occupancy, and by making adjustments to account for differences between

the five comparable properties and the subject property.

Among the adjustments used in Hornig’s sales comparison analysis, her report states

that she made an occupancy adjustment for “in-place occupancy to the comparables in

comparison to the subject’s occupancy characteristics as of the valuation date.” On the

date of value—January 2, 2020—the subject property was more than 90 percent occupied.

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