Real estate appraisal

A real estate appraisal is a service performed, bypart of a larger set of transactions in which the
an appraiser, that develops an opinion of valueparties had engaged. Another possibility is that a
based upon the highest and best use of realspecific buyer would be willing to pay a price
property. The highest and best use is that usehigher than the market value. Such situations
which produces the highest possible value for theoften arise in corporate finance, as per example
property. This use must be profitable andwhen a merger or acquisition is concluded at a
probable. Also of importance is the definition ofprice which is higher than the value represented
the type of value being developed and this mustby the price of the underlying stock. The usual
be included in the appraisal, ie market value,rationale for these valuations is that the 'sum is
condemnation value, quick sale value, etc. Forgreater than its parts', since full ownership of a
improved residential property, this value is mostcompany entails special privileges for the buyer
often reported on a standardized form, thefor which he is willing to pay. Such situations arise
Uniform Residential Appraisal Report.in real estate/property markets as well (see
In the USA appraisal standards are the provincevalue-in-use). It is the task of the real estate
of the Appraisal Foundation which is chartered byappraiser/property valuer to judge whether a
Congress and periodocally publishes the Uniformcertain price obtained under a certain transaction
Standard of Professional Appraisal Practiceis indicative of market value.
(USPAP). The USPAP state the minimumMarket value definitions in the US
standards an appraiser/appraisal report mustIn the US, "Fair Market Value" and "Fair Value" are
meet. State licensing was established in the earlycommonly used as accounting terms. The
1990s in the wake of the Savings and Loanequivalent appraisal term is "Market Value."
"crisis". Licensure and enforcement are state(USPAP Advisory Opinion 8.) USPAP defines
functions. In addition, there are appraisalMarket Value as "a type of value, stated as an
organizations, private not-for-profits, some ofopinion, that presumes the transfer of a property
which date back to the Great Depression of the(i.e., a right of ownership or a bundle of such
1930s, such as the American Society of Farmrights), as of a certain date, under specific
Managers and Rural Appraisers, founded in 1929.conditions set forth in the definition of the term
Others were founded as needed and opportunityidentified by the appraiser as applicable in an
arose in specialized fields, such as the Appraisalappraisal".
Institute and the American Society of AppraisersForming an opinion of market value is the purpose
(founded in the 1930s) and the International Rightof many real property appraisal assignments,
of Way Association and the National Associationparticularly when the client’s intended
of Realtors (after World War II). Theseuse includes more than one intended user. The
organizations all existed to establish and enforceconditions included in market value definitions
standards, but their influence has waned as theestablish market perspectives for development of
government increases appraisal regulation.the opinion. These conditions may vary from
In the UK, real estate appraisal is known asdefinition to definition but generally fall into three
property valuation and a real estate appraiser is acategories:
land valuer or property valuer (usually a chartered1) The relationship, knowledge, and motivation of
surveyor who specialises in property valuation).the parties (i.e., seller and buyer);
Property valuation in the UK is regulated by the2) The terms of sale (e.g., cash, cash equivalent,
Royal Institution of Chartered Surveyors (RICS),or other terms); and
a professional body encompassing all of the3) The conditions of sale (e.g., exposure in a
building and property-related professions. Thecompetitive market for a reasonable time prior to
RICS professional guidelines for valuers aresale).
published in the Red Book.(Definitions: USPAP 2005.)
The reader should be aware that differences inIn the US, a typical definition of market value can
nomenclature exist between the differentbe found on the FNMA residential appraisal forms,
countries. Although the overall concepts are veryas the FNMA 1025, which states the following:
similar, the reader should be careful to ascertainDEFINITION OF MARKET VALUE: The most
that the proper nomenclature is being used forprobable price which a property should bring in a
their particular area.competitive and open market under all conditions
Types of valuerequisite to a fair sale, the buyer and seller, each
There are several types and definitions of valueacting prudently, knowledgeably and assuming the
sought by a real estate appraisal. Some of theprice is not affected by undue stimulus. Implicit in
most common are listed:this definition is the consummation of a sale as of
Market Value – The price at which ana specified date and the passing of title from
asset would trade in a competitive Walrasianseller to buyer under conditions whereby: (1)
auction setting. Market value is usuallybuyer and seller are typically motivated; (2) both
interchangeable with fair market value or fairparties are well informed or well advised, and each
value. However, the word "fair" is no longer in useacting in what he or she considers his or her own
when describing market value. The legal definitionbest interest; (3) a reasonable time is allowed for
of market value is usually given by some variantexposure in the open market; (4) payment is
of the following: "The most probable price atmade in terms of cash in U. S. dollars or in terms
which a property would trade in an arms-lengthof financial arrangements comparable thereto; and
transaction in a competitive and open market, in(5) the price represents the normal consideration
which the buyer and seller each act prudently andfor the property sold unaffected by special or
knowledgeably and in which the price is notcreative financing or sales concessions* granted
affected by any special relationship betweenby anyone associated with the sale.
them".'*'Adjustments to the comparables must be made
Value-in-use – The net present valuefor special or creative financing or sales
(NPV) of a cash flow that an asset generates forconcessions. No adjustments are necessary for
a specific owner under a specific use. Value-in-usethose costs which are normally paid by sellers as
is the value to one particular user, which may bea result of tradition or law in a market area; these
above or below the fair market value of acosts are readily identifiable since the seller pays
property.these costs in virtually all sales transactions.
Investment value - is the value to one particularSpecial or creative financing adjustments can be
investor, which may be above or below the fairmade to the comparable property by
market value of a property.comparisons to financing terms offered by a third
Insurable value - is the value of real propertyparty institutional lender that is not already
covered by an insurance policy. Generally it doesinvolved in the property or transaction. Any
not include the site value.adjustment should not be calculated on a
It is important to distinguish between marketmechanical dollar for dollar cost of the financing or
value and price. A price obtained for a specificconcession but the dollar amount of any
property under a specific transaction may or mayadjustment should approximate the
not represent that property's market value:market’s reaction to the financing or
special considerations may have been present,concessions based on the appraiser’s
such as a family relationship between the buyerjudgment.(FNMA form 1025, March 2005.)
and seller, or else the transaction may have been