Oral Arguments: February 25, 2026

Pung v. Isabella County

The central question being discussed is whether "fair market value" (FMV) is the appraisal or the auction price?

  • The ruling will define the surplus equity owed to former owners once their property has been foreclosed and auctioned due to unpaid taxes.
  • The surplus between the appraisal and the artificially depressed auction price is what this case calls the "Pung Gap."
  • For investors bidding at tax auctions today, Pung changes the due diligence calculus which conventional lien analyses don't capture.

ArrearIQ provides the intelligence that connects the disparate players — property owners, municipalities, investors, and appraisal and insurers — to streamline FMV due diligence and quantify Pung Gaps for all stakeholders.

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Key Facts

$5B+
Annual Market at Stake
Retroactive claims possible
Feb 25
Oral Arguments 2026
Supreme Court
~$118K
Pung Gap (This Case)
FMV - Auction Price
2023
Tyler v. Hennepin Precedent
Unanimous SCOTUS

What Pung v. Isabella County Actually Decides

The Pung case is not about whether the government can foreclose on property for unpaid taxes. That's settled law. The question before the Court is narrower and more consequential: when the government takes a $194,400 home to satisfy a $2,242 tax debt and sells it at auction for $76,000, how much does the former owner get back?

The Sixth Circuit said the answer is the auction surplus — $73,767 in this case. The Pungs argue that answer is unconstitutional under both the Fifth Amendment's Takings Clause and the Eighth Amendment's Excessive Fines Clause. Their position: the surplus should be calculated from the property's fair market value (~$194,400), not the artificially depressed auction price. The difference — roughly $118,000 — is what this case calls the "Pung Gap."

If the Court sides with the Pungs, the implications extend well beyond one Michigan family. Governments and private investors have conducted tax foreclosure auctions for decades under rules that Tyler v. Hennepin (2023) already found partially unconstitutional. Tyler established that surplus equity must be returned. Pung will determine how surplus is measured. An FMV-based standard could expose counties and institutional investors to retroactive claims on thousands of prior sales — a potential liability the tax lien industry has not yet priced in.

The county's argument is practical: if foreclosure must yield full appraised value regardless of what buyers actually pay at auction, tax foreclosure becomes economically nonviable as a collection mechanism. The Court will have to weigh constitutional property rights against governments' operational need to collect delinquent tax revenue efficiently.

For investors bidding at tax sales today, Pung changes the due diligence calculus. The gap between a property's assessed value and its likely auction price is no longer just a return variable — it's a constitutional exposure variable. Properties with large FMV-to-auction-price gaps carry Pung liability that conventional lien analysis doesn't capture. Institutional investors holding portfolios assembled under pre-Tyler rules face the same exposure on legacy assets.

The ruling is expected Summer 2026. Either outcome reshapes how surplus is calculated, which determines the floor on what counties must return and the ceiling on what investors can retain.

From Tyler to Pung: The Legal Timeline

2023

Tyler v. Hennepin County

Surplus retention unconstitutional

SCOTUS ruled 9-0 that counties must return surplus equity to former owners. But left open question: How do we calculate "fair market value"?

2026

Pung v. Isabella County

Defines surplus calculation method

Oral arguments February 25, 2026 will decide: Is FMV the appraisal or the auction price? This determines the size of constitutional liability nationwide.

The Central Question

How do we calculate "fair market value" for surplus equity?

A

FMV = Appraisal

Property FMV:$194,400
Tax Debt:-$2,242
Owner Owed:$192,158
Pung Gap:~$118,000
B

FMV = Auction Price

Auction Price:$76,000
Tax Debt:-$2,242
Owner Owed:$73,767
Pung Gap:$0

The difference between these two calculations is the "Pung Gap" — and it defines the size of industry liability.

Who's Affected by This Ruling?

Prepare for the Ruling

Whether Pung wins or loses, investors need FMV data to assess exposure. ArrearIQ provides institutional-grade property intelligence.

FMV Estimates
Appraisal-quality valuations for every property in our coverage area
Tyler Risk Scoring
Identify surplus exposure before you bid at auction
Pung Gap Tracking
Monitor FMV vs auction price differential on your portfolio

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Disclaimer: This content is for informational purposes only and does not constitute legal advice. The Supreme Court has not yet ruled on Pung v. Isabella County. Consult an attorney for specific legal questions.