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Chapter 5 of 8

Valuation and Appraisal

An appraisal is a professional estimate of a property's market value, conducted by a licensed appraiser. The resulting figure is the appraised value. Market value is the most probable price a property would sell for in an open and competitive market. Although price and value are often used interchangeably, they are distinct concepts: price is what is actually paid, while value is what something is objectively worth.

To arrive at a credible valuation, appraisers rely heavily on comparable sales, or "comps"—recently sold properties similar to the subject in size, location, and condition. A comparative market analysis (CMA) is a pricing analysis performed by an agent using similar properties, while a broker price opinion (BPO) is a less formal estimate of value provided by a broker. The price-to-income ratio, which compares median home price to median household income, is another commonly used benchmark in valuation discussions.

A few valuation challenges are worth noting. The appraisal gap arises when an appraisal comes in below the agreed-upon purchase price, creating friction between buyer, seller, and lender. In contrast to appraised and market values, assessed value is the figure assigned by a government for tax purposes, calculated using a property tax assessment and applied through a mill rate—the amount of tax per $1,000 of assessed value.

All chapters
  1. 1Foundations of Real Estate
  2. 2Legal Framework and Property Rights
  3. 3The Buying and Selling Process
  4. 4Financing and Mortgages
  5. 5Valuation and Appraisal
  6. 6Real Estate Professionals and Commissions
  7. 7Investment, Leasing, and Property Management
  8. 8Markets, Taxes, Insurance, and Trends

Drill it

Reading is not remembering. These come from the Real Estate Fundamentals deck:

Q

What is real estate?

Property consisting of land and any permanent improvements attached to it.

Q

What is real property?

Real estate plus the legal rights associated with ownership.

Q

What is personal property?

Movable items not permanently attached to real estate.

Q

What is a fixture?

Personal property attached to real estate and considered part of it.