Wal-Mart Real Estate Business Trust v. City of Berlin

CourtCourt of Appeals of Wisconsin
DecidedJune 10, 2026
Docket2025AP000256
StatusUnpublished

This text of Wal-Mart Real Estate Business Trust v. City of Berlin (Wal-Mart Real Estate Business Trust v. City of Berlin) is published on Counsel Stack Legal Research, covering Court of Appeals of Wisconsin primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wal-Mart Real Estate Business Trust v. City of Berlin, (Wis. Ct. App. 2026).

Opinion

COURT OF APPEALS DECISION NOTICE DATED AND FILED This opinion is subject to further editing. If published, the official version will appear in the bound volume of the Official Reports. June 10, 2026 A party may file with the Supreme Court a Samuel A. Christensen petition to review an adverse decision by the Clerk of Court of Appeals Court of Appeals. See WIS. STAT. § 808.10 and RULE 809.62.

Appeal No. 2025AP256 Cir. Ct. No. 2020CV66

STATE OF WISCONSIN IN COURT OF APPEALS DISTRICT II

WAL-MART REAL ESTATE BUSINESS TRUST,

PLAINTIFF-APPELLANT,

V.

CITY OF BERLIN,

DEFENDANT-RESPONDENT.

APPEAL from an order of the circuit court for Green Lake County: MARK T. SLATE, Judge. Affirmed.

Before Gundrum, Grogan, and Lazar, JJ.

Per curiam opinions may not be cited in any court of this state as precedent

or authority, except for the limited purposes specified in WIS. STAT. RULE 809.23(3).

¶1 PER CURIAM. Wal-Mart Real Estate Business Trust (“Wal-Mart”) appeals an order dismissing its complaints that alleged the City of No. 2025AP256

Berlin’s (“City”) 2020, 2021, and 2022 property tax assessments were excessive and violated the Uniformity Clause of the Wisconsin Constitution. On appeal, Wal-Mart argues the circuit court erred by determining Wal-Mart failed to prove its assessments were excessive and by failing to address Wal-Mart’s uniformity claims. We affirm.

BACKGROUND

¶2 Wal-Mart owns and operates a retail store with grocery in the City. As relevant to this appeal, Wal-Mart’s complaints against the City alleged its property’s 2020, 2021, and 2022 property tax assessments were excessive and exceeded the property’s fair market value. See WIS. STAT. § 74.37(3)(d) (2023-24).1 Wal-Mart also alleged the City’s assessments violated the Uniformity Clause of the Wisconsin Constitution because they were not uniform with the assessments of other properties in the City. See WIS. CONST. art. VIII, § 1. The three cases (one for each tax year) were consolidated, and the consolidated case proceeded to a court trial.

¶3 At trial, Wal-Mart stipulated that the City’s assessments were entitled to the presumption of correctness. See WIS. STAT. § 70.49(2). The assessments of Wal-Mart’s property for each tax year at issue were $7,260,000.

¶4 Wal-Mart then called the City’s contracted assessor, Zackery Zacharias, adversely. Zacharias explained that, for the three tax years at issue, the City had contracted with his company, Action Appraisers, to “maintain the assessment roll[.]” This meant the assessor would update property record cards to

1 All references to the Wisconsin Statutes are to the 2023-24 version.

2 No. 2025AP256

reflect changes in the property, such as permits or fire damage, and review sales. The City never contracted with Action Appraisers to perform a revaluation, which would have entailed performing a valuation of every property in the City’s taxation district. The City’s last revaluation occurred in 2010, and it was performed by a different contract assessor, who was unaffiliated with Zacharias’s company.

¶5 Zacharias testified that for the 2020 and 2021 tax years, his father, who had since passed away, signed the City’s assessment roll. Zacharias signed the assessment roll in 2022.

¶6 Based off the property record card, in 2013, Wal-Mart’s property was assessed at $7,511,400. Zacharias testified it appeared from records that “the cost approach may have been used” to calculate this initial assessment. However, Zacharias was unsure because, at that time, the City had a different contract assessor. Zacharias testified his company used a computer-assisted mass appraisal program called MarketDrive to maintain the City’s property record cards electronically and to set assessments. MarketDrive used formulas and models that were constructed during the City’s 2010 revaluation.

¶7 Wal-Mart’s property assessment remained unchanged from 2013 until 2018. In 2019, Wal-Mart objected to its assessment, and following discussions between Wal-Mart and Zacharias’s father, the assessment was reduced to its current value of $7,260,000. The assessment then remained unchanged for the 2020, 2021, and 2022 tax years.

¶8 When asked why the assessment was reduced in 2019, Zacharias testified that when Wal-Mart objected to its assessment, it brought an appraisal to his father’s attention. When asked how the $7,260,000 amount was calculated,

3 No. 2025AP256

Zacharias believed, based on notes, that his father “mimick[ed] what was done … in [Wal-Mart’s] appraisal[,]” and “went and looked at other big box stores and did the same thing that [Wal-Mart’s] appraiser did by calculating the price per assessment.”

¶9 The MarketDrive printout for Wal-Mart’s property indicated the $7,260,000 amount was mathematically calculated by reducing the property’s improvement value by 4%, which was listed as a “Market adjustment.” Zacharias conceded that the MarketDrive model for Wal-Mart’s property did not account for any depreciation to the property. However, Zacharias testified that the model used data from 2010, and if he were to revalue the property, he would use 2020 cost data. Zacharias also testified there was not anything from his review of the assessment file that suggested Wal-Mart’s property assessments were excessive.

¶10 Wal-Mart presented appraiser Matthew Gehrke, MAI, as an expert witness. Gehrke opined that the value of Wal-Mart’s property for each tax year was $3,050,000, $3,620,000, and $3,920,000, respectively. Gehrke valued the property using a tier-2 sales comparison approach. In this approach, Gehrke selected recent sales of properties that he believed were comparable to Wal-Mart’s property. He made adjustments to these sale prices to account for his perceived differences between each property and Wal-Mart’s property. He then used the adjusted sale prices to estimate a value for Wal-Mart’s property for each tax year at issue.

¶11 For two of the tax years at issue, Gehrke also performed a tier-3 cost approach. In this approach, Gehrke determined the replacement cost of the improvements, estimated and subtracted depreciation, and then determined and

4 No. 2025AP256

added a value for the land. He used the values he derived under the cost approach to check the values he estimated under the sales comparison approach.

¶12 At the conclusion of Wal-Mart’s case-in-chief, the City moved to dismiss Wal-Mart’s complaints on the basis that Wal-Mart failed to rebut the presumption of correctness and prove that its assessments were excessive. The City argued that “regardless of what [the assessor testified], there is no evidence from him or anybody else that anything that was done in the assessment resulted in an excessive assessment.” The City also offered various reasons as to why Gehrke’s valuations did not amount to significant contrary evidence that the assessments were excessive.

¶13 The circuit court denied the City’s motion. The court explained that it

certainly … had questions with regards to what comparables [Gehrke] used. But I believe the fact that Mr. Zacharias didn’t know what he was doing and Mr. Gehrke has presented testimony which shows that there may be excessive assessments with that, the Court believes that a reasonable view of the evidence does show the plaintiff may have met the burden of proof on the claims as made in their complaint, and the Court will deny that motion.

¶14 The City then presented the expert testimony of Dominic Landretti, MAI, AI-GRS. Landretti opined the fair market value of Wal-Mart’s property for the tax years at issue was $10,900,000, $10,900,000, and $11,500,000, respectively. Similar to Gehrke, Landretti valued the property using a tier-2 sales comparison approach.

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Wal-Mart Real Estate Business Trust v. City of Berlin, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wal-mart-real-estate-business-trust-v-city-of-berlin-wisctapp-2026.