Conducting a real estate valuation requires the collection of various documents and data to ensure an accurate and complete assessment. Listed below are the documents and data required to carry out a real estate valuation:
Necessary documents:
- Property deeds:
- Copies of the title deeds establishing the ownership and legal description of the property.
- Plans of the property:
- Detailed plans showing the layout of the property, including architectural design and dimensions.
- Transaction History:
- Information on previous purchase or sale transactions of the property, including sale prices, dates and details of the parties involved.
- Licences and Permits:
- Copies of building licenses, land use permits and other documents indicating the legality and compliance of the property with local regulations.
- Cadastral Plan:
- The cadastral plan provides detailed information about the parcel, property boundaries and geographical location.
- Technical Inspection Report:
- If available, a technical inspection report detailing the current state of the property, including its structure, systems and general condition.
- Information on Upgrades and Renovations:
- Documentation describing any improvements or renovations made to the property, with associated dates and costs.
- Financial Statements (in case of commercial properties):
- For commercial properties, financial statements may be necessary to assess operating income and expenses.
- Lease Agreements (in case of rented properties):
- Copies of current leases providing details of the terms and conditions of existing leases.
Necessary Data:
- Physical Characteristics of the Property:
- Detailed description of the building, size of the plot, number of rooms, bathrooms, etc.
- Location and Environment:
- Information on location, accessibility, nearby services, public transport and characteristics of the surroundings.
- Market Data:
- Information on recent transactions of comparable properties in the same area, including sales prices and rental.
- Interest rates (in case of financing):
- Interest rates applicable to calculate the cost of financing in the valuation.
- Real Estate Market Condition:
- Data on general property market conditions, price trends and supply and demand in the area.
- Construction and Improvement Costs:
- Estimates of current construction and improvement costs to assess replacement value.
- Capitalisation rates (in case of commercial properties):
- Applicable capitalisation rates for calculating the value of income-based commercial property.
- Previous Valuation Report (if any):
- Any previous valuation report carried out for the property may provide useful information.
- General Economic Conditions:
- Data on general economic conditions that may affect valuation, such as interest rates, inflation and economic stability.
- Demographic data (as required):
- Local population demographics, growth trends and any relevant demographic factors.
The compilation of these documents and data will allow the real estate expert to make a comprehensive and informed valuation of the property. The availability and accuracy of the information collected are essential to obtain reliable results in the valuation process.
English 
Spanish 
German 
French 
Dutch 
Russian 
Portuguese 
Italian