APPRAISAL REPORT FORMATS and TEMPLATES
(Available in hard copy or electronically)

REPORT TYPES:

Complete Self-Contained - Narrative Reports
Complete and Limited – Summary Reports
Limited - Form Reports
Limited - Restrictive Use Reports

PROPERTY TYPES:

Property Types: Appraisal, Brokerage, or Advisory Services for various purposes including Market Value, Investment Value, and/or other Special Values; and for various Functions including Mortgage-Loan Underwriting and Analysis, Eminent Domain and Condemnation, Litigation Matters, Corporate Merger, Buy-Sell Agreements, Insurance Underwriting and Claims, 1031 Exchanges, Income Taxes, Donations, and Market Pricing for Acquisition, Disposition, Leasing, and Liquidation.

Real estate forms and report formats available.

SAMPLE LIST

• Fee Agreements
• Offer to Buy
• Agency Disclosures
• Inspection Check List
• Property Listing Forms
• Commission Agreements
• Property Check List
• Commercial Property Lease Form
• Operating Statement
• Leases
• Appraisal Form
• Narrative Appraisal Format

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Notice: These products are not intended to provide legal advice. They contain only general information for educational purposes only. Please consult an attorney for your specific and special needs. This information may not be applicable to your situation, geographic area, or local laws and customs. All information provided and submitted is subject to change, error, or removal from the market. The user of this information is using it at their own risk, without liability on the part of the Company and supplier.

PROPERTY APPRAISAL INFORMATION CHECKLIST

- Subject Property Information -

When requesting / ordering appraisal services, please provide the following information, if applicable and available, regarding data for the subject property.

• Local property address.
• Legal Description. Copy of tax receipt(s), contract, deed, or by other means.
• Copy of subject property real estate tax receipt for city/county Parcel ID numbers.
• Currenr or previous title opinions. Showing easements, or other issues not readily apparent.
• Location of abstract. If needed.
• Name of title holder if other than public record.
• Contact name and telephone number for inspection of property. Any special access instructions, keys, etc.
• Client name, and addressee for appraisal report, correspondence, and invoice for services.
• Effective valuation date. If other than current inspection date.
• Property history. Subject property sales, leases, offers, listings for sale, options or other conveyances within the previous 5 years.
• Property description – existing use, proposed use, maps, etc. Buyer/Tenant Project Information package, etc.
• Project brochures, floor plans, aerial photographs, tenant profile, area demographics, etc.
• Current rent roll and/or schedule of unit rental rates. Summary detail of any subject lease data.
• Historical 3 to 5 year subject occupancy reports.
• Property income and expense statements for the last 3 to 5 years. (Detail and Itemized. Projections if applicable.)
• Complete copies of all leases.
• Copy of existing typical lease form on apartments.
• Market Data. Any comparable market sales or rents to be considered if known.
• Previous/current appraisals and feasibility studies of subject if applicable. (Full copies)
• Competing area rental survey if available, for subject. (Area hotel rates, office rents, apts., retail, etc.)
• Description and cost of any recently completed, or proposed, capital improvements. (Please identify if cost is included in historical, or projected, operating expense statements.)
• Deferred maintenance items (current repairs needed) including estimates, bids, or known costs to cure.
• Environmental audits, and/or disclosure of any known/unknown potentially hazardous or environmental conditions.
• Geotechnical reports. Soil surveys. Earthquake-fault line issues. Utilities – maps / information.
• Building plans / blueprints for all buildings and other improvements, and construction specifications.
• Site plans, plats, surveys, easements, entitlements, compliance certificates, etc.
• Zoning classification. (Existing data and Proposed changes if applicable). City comprehensive plan.
• Agricultural statistics. ASCS data, CSR, Yields, Cash Rents, Crop Share Data, Farm Leases, etc.
• Description of any personal property or F. F. & E. items included. (Business Fixtures, Furnishings, and Equipment. Hotel furnishings, restaurant, apartment appliances, laundry equipment, maintenance equipment, special fixtures, vehicles, other personal property, etc.)

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Kevin J. McRoberts