Skip to main content
Sample Deliverable

Pre-Bid Property Research Report

This is what you receive when you order a $350 Pre-Bid Property Research Report. It mirrors the structure, depth, and format of a real deliverable, using a composite illustrative property.

Illustrative composite for demonstration only. All names, addresses, dollar amounts, and recording references are fictional. This sample is not legal advice and is not a substitute for title insurance or attorney review.
TaxDeedDueDiligence.com
CONFIDENTIAL — PREPARED FOR CLIENT
Report Type: Pre-Bid Property Research
Report Date: May 12, 2026
Prepared For: [Client Name Redacted]
Prepared By: TaxDeedDueDiligence.com (sample)

1. Property Identification

Property Address

4217 Mesquite Hollow Rd, Bexar County, TX 78xxx

Legal Description

Lot 14, Block 7, Sunrise Terrace Subdivision, Phase II

Parcel Number

05271-014-0070

Property Type

Single-family residential — 3 bed / 2 bath, 1,847 sq ft

Year Built

1998

Assessed Value

$187,400 (2025 Tax Year)

Auction Date

June 3, 2026

Starting Bid

$14,200 (taxes, penalties, interest, costs)

Estimated Market Value: $192,000–$215,000 based on comparable sales within 0.5 miles (3 comps, sold within 6 months). The starting bid of $14,200 represents approximately 7% of market value.

2. Chain of Title Summary

Ownership history traced back 25 years. Below are the most recent conveyances.

DateGrantor → GranteeInstrumentNotes
03/2022Garcia, R. → Bexar County (Tax Seizure)Tax Warrant #22-04871Delinquent since 2019
11/2016Whitfield, T. → Garcia, R.General Warranty DeedDoc #2016-189442
06/2009Sunrise Terrace Dev., LLC → Whitfield, T.Special Warranty DeedDoc #2009-077218
02/1998Original Plat → Sunrise Terrace Dev., LLCPlat Filing / DeveloperVol. 9744, Pg. 112

Finding: Chain of title is intact. No gaps, missing conveyances, or irregularities. The tax seizure in 2022 followed standard county procedures.

3. Lien Search Results

All recorded liens searched against property and current/prior owners. Focus on liens that may survive the tax deed sale under Texas law.

Deed of Trust — Wells Fargo

MODERATE
Amount: $142,300 (original balance)
Recorded: Doc #2016-189443, Nov 2016

Status: Likely extinguished — verify (priority-dependent)

A deed of trust subordinate to the taxing unit's lien is typically cut off by a valid tax foreclosure, but that result is conditional on lien priority, the foreclosure judgment, and whether the lienholder was properly joined, served, and noticed under governing law. Have counsel confirm before relying on it.

HOA Assessment Lien — Sunrise Terrace HOA

HIGH RISK
Amount: $4,750 (delinquent dues + penalties)
Recorded: Filed Jan 2023, County Records

Status: MAY SURVIVE — depends on recording priority vs. the tax lien

Texas has no automatic HOA "super-priority." Whether an assessment lien survives a tax sale turns on its recording priority relative to the taxing unit's lien and the terms of the recorded declaration. Confirm the current payoff directly with the HOA and have counsel verify survival before bidding.

Municipal Water Utility Lien

MODERATE
Amount: $1,230
Recorded: City of [Redacted] utility records

Status: MAY SURVIVE — verify with city before bidding

Some Texas municipal utility charges can attach to the property and may survive a tax sale; survival and enforceability depend on the specific municipal ordinance and how the charge was recorded. Confirm the balance and lien status directly with the city utility department, and have counsel verify before bidding.

Mechanic's Lien — ABC Roofing, Inc.

MODERATE
Amount: $8,400
Recorded: Doc #2021-034112, March 2021

Status: Likely extinguished — verify (priority-dependent)

Whether a mechanic's lien is extinguished depends on its recording priority relative to the tax lien, the foreclosure judgment, and whether the lienholder was properly joined and served. Have counsel confirm before relying on it.

Summary: Up to two liens (HOA up to $4,750 + municipal utility $1,230) may survive and should be treated as potential carry-forward costs in the maximum bid analysis until confirmed. HOA survival is conditional on recording priority and must be verified.

4. Federal Tax Lien (IRS) Check

Recorded NFTL search — county / authorized filing sources

No recorded Notice of Federal Tax Lien (NFTL) located in the sources reviewed against current or prior owners at this address. PACER is used only as supplemental bankruptcy / federal-litigation context. This is not a determination that no lien is attached.

IRS Redemption Period

No recorded NFTL located in the sources reviewed. Because this illustrative sale is a judicial foreclosure, a federal right of redemption would arise under 28 U.S.C. §2410(c) (26 U.S.C. §7425(d) instead covers qualifying nonjudicial sales). Under either provision the United States could hold a redemption right of 120 days after the sale, or the longer period allowed under applicable state law — conditional on procedure, proper joinder/notice, and lien priority. Re-verify before relying on this.

Finding: No recorded NFTL was located in the sources reviewed against current or prior owners — this is not a determination that no lien is attached. If a federal tax lien were present, the governing redemption provision depends on the type of sale: a judicial foreclosure like this one falls under 28 U.S.C. §2410(c), while qualifying nonjudicial sales fall under 26 U.S.C. §7425(d). Either way the United States could hold a redemption right of 120 days, or the longer applicable state period, conditional on procedure, joinder/notice, and lien priority. Always re-verify before relying on this.

5. Tax Sale Validity Review

Sale Type

Tax deed sale (judicial foreclosure)

Taxing Authority

Bexar County Tax Assessor-Collector

Delinquency Period

3+ years (2019–2022)

Notice Compliance

Verified — certified mail + posting + publication

Redemption Period

Not yet applicable — illustrative future auction. Under Tex. Tax Code §34.21 the post-sale redemption period begins only after the purchaser's deed is filed/recorded, and runs 180 days (non-homestead) or 2 years (homestead/ag/mineral).

Suit Number

Cause No. 2022-TX-04871

Finding: Based on the records reviewed, tax sale procedures appear consistent with Texas Tax Code Ch. 33/34 and notice requirements appear to have been met. Because this is a pre-bid review of an upcoming sale, no post-sale redemption period has begun; under Tex. Tax Code §34.21 it would start after the purchaser's deed is filed/recorded (180 days or 2 years depending on property type). Whether curative work or a quiet-title action is needed to reach marketable/insurable title depends on the defect, governing law, and the title underwriter.

6. Environmental Screening

EPA CERCLIS / Superfund Database

No match

LOW RISK

State Environmental Database (TCEQ)

No match

LOW RISK

Historical Land Use (aerial imagery, Sanborn maps)

Residential since original development (1998). No prior industrial/commercial use detected.

LOW RISK

Adjacent Property Risk

Gas station (Exxon) located 0.3 miles east. No known spill records in the databases reviewed; proximity alone is not a determination — a qualified environmental professional should assess any contamination risk.

LOW RISK

Flood Zone

Zone X (minimal flood hazard) per FEMA FIRM panel 48029C0590G

LOW RISK

Finding: No environmental red flags identified. Property is in a residential subdivision with no history of commercial or industrial use.

7. Physical & Access Concerns

Road Access

Public road — Mesquite Hollow Rd (paved, county-maintained)

Utilities

Municipal water, sewer, electric confirmed active at address

Occupancy

Appears vacant per county records and online imagery (last updated 3 months ago)

Condition Notes

Unable to inspect interior. Exterior appears maintained from available imagery. Roof replacement noted in 2021 mechanic's lien (may indicate recent work).

Note: Physical property inspection is not included in this report. A drive-by or in-person inspection is strongly recommended before bidding.

8. Maximum Bid Analysis

Using the Maximum Bid Formula from Tax Deed Investing: The Buyer's Due Diligence & Title Protection Guide (Chapter 8).

Estimated Market Value (ARV)$203,500
Target Acquisition (55% of ARV)$111,925
Less: Potentially Implicated Liens−$5,980
Less: Estimated Repairs (exterior only)−$5,000
Less: Quiet Title Cost (estimated)−$3,500
Less: Holding Costs (6 months)−$4,800
Less: Closing / Transaction Costs−$2,500
Illustrative Bid Ceiling (example only)$90,145

Note: This formula assumes a buy-and-sell strategy at 55% ARV. Your target percentage may differ based on strategy (rental, flip, hold).

9. Risk Assessment Summary

Chain of Title
LOW RISK
Potentially Implicated Liens
HIGH RISK
Federal Tax Lien / IRS
LOW RISK
Tax Sale Validity
LOW RISK
Environmental
LOW RISK
Physical / Access
MODERATE
Occupancy / Eviction
LOW RISK

RECORD-BASED RISK SUMMARY (ILLUSTRATIVE)

Record-based issues for you and your licensed professionals to evaluate — not investment advice

The $90,145 figure above is an illustrative calculation based on the assumptions shown — not a recommendation of what to bid. Any bid decision is yours to make with your licensed professionals.

Up to $5,980 may be implicated by potentially surviving liens (HOA up to $4,750 + utility $1,230). Confirm HOA survival and payoff, and the utility balance, before bidding — survival depends on recording priority and must be verified.

Plan for a possible quiet title action ($3,000–$5,000 estimated). A tax deed often does not qualify as marketable/insurable title on its own, so many title insurers require a quiet title judgment or a statutory alternative before issuing a policy — confirm the specific requirements with your title company and counsel. Budget 90–120 days for an uncontested proceeding.

Inspect the property before bidding. Interior condition is unknown. Drive-by or agent-assisted inspection recommended.

Confirm redemption windows before improving. No recorded NFTL was located in the sources reviewed, so no federal IRS redemption is indicated on the record — but this is not a determination that none applies. After the sale, confirm the applicable state-law redemption period under Tex. Tax Code §34.21 (180 days or 2 years) and any federal right before making improvements.

This recommendation is based on record research only and does not constitute legal advice. Consult a real estate attorney licensed in your state before proceeding.

Get This Level of Analysis on Your Target Property

Every report is researched and written personally by James K. Quigg — the same analysis, the same thoroughness, applied to the specific property you're evaluating.

Book Consult