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Ag Land Cap Rate

Cap Rates in Recent History
Year Percent
1982 13.5
1983 14
1984 13.5
1985 14
1986 14
1987 13.25
1988 12.75
1989 12.45
1990 12.75
1991 12.45
1992 12
1993 11
1994 10
1995 10.75
1996 10.75
1997 10.35
1998 10.6
1999 10
2000 10.9
2001 10.85
2002 10
2002 Open-Space Land Cap Rate Set at 10 Percent

In 2002, county appraisal districts (CADs) must use a capitalization rate of 10 percent when appraising open-space land. This “cap rate” is lower than the 2001 cap rate of 10.85 percent.

Section 23.53, Property Tax Code, requires CADs to use a cap rate that is the greater of either 10 percent or the interest rate charged on the previous December 31 by the Farm Credit Bank of Texas plus 2.5 percent. The bank’s interest rate on December 31, 2001, was 4.4 percent. With the 2.5 percent added, that rate became 6.9 percent. Since 10 percent is the greater rate, the 2002 cap rate is 10 percent.

The chart shows that in recent years, the cap rate has ranged from a low of 10 percent in 1994 and 1999 to a high of 14 percent during the 1980s.

Qualified agricultural land is taxed on its productivity value. To determine that value, CADs first must calculate the typical property owner’s income that is generated by the land after certain expenses have been paid—commonly known as net-to-land. The Property Tax Code then requires the CADs to divide the average net-to-land for a five-year period by the annual cap rate to arrive at the land’s productivity value.

The cap rate may change annually. When the net-to-land remains the same but the cap rate decreases, the result is a higher productivity value on the land. If the local tax rates remain the same or increase, property owners will pay higher taxes.

The cap rate is just one of many factors used to appraise agricultural land in Texas. Other factors also affect the final productivity values.

Timberland Cap Rate Set at 6.9 Percent

The 2002 capitalization rate for timberland appraisal is 6.9 percent, down from 10.85 percent in 2001.

Property Tax Code Section 23.74 sets out the requirement for the timberland cap rate and does not include a 10-percent floor like the agricultural land rate. The Farm Credit Bank of Texas interest rate on December 31, 2001, was 4.4 percent. With the 2.5 percent added, that rate became 6.9 percent.

The cap rate may change annually. When the cap rate decreases, the result is a higher productivity value on the land. If the local tax rates remain the same or increase, property owners will pay higher taxes.

The cap rate is just one of many factors used to appraise timberland in Texas. Other factors also affect the final productivity values.