Reports

An appraisal report is more than a form filled out and signed. It is a professional opinion, backed by research and analysis, that people rely on to make consequential decisions — in courtrooms, at closing tables, in estate settlements, and before tax authorities. Every report we produce is thorough, clearly written, and built to serve the purpose it was ordered for.

Appraisal Reports

A formal appraisal report documents our analysis of a property's market value in detail — the subject property, the market conditions, the comparable sales, and the reasoning behind our conclusion. These reports meet the requirements of the Uniform Standards of Professional Appraisal Practice (USPAP) and are accepted by lenders, courts, the IRS, and government agencies.

Full Narrative Appraisal Report — The most comprehensive appraisal report format A complete written analysis of the subject property, the surrounding market, and the methodology used to arrive at a value conclusion. Used for complex properties, litigation, estate matters, and any situation where the reasoning behind the value needs to be fully documented and defensible. This is the gold standard when the stakes are high.

Summary Appraisal Report — The standard format for most residential appraisal assignments The most commonly ordered report type for residential properties. Presents the appraisal findings in a structured format that satisfies lender, legal, and IRS requirements while remaining accessible to non-specialists. Used for estate planning, divorce, private lending, capital gains, and pre-listing purposes.

Restricted Appraisal Report — A concise report for a single intended user A streamlined report format intended for situations where only one party needs the value conclusion and the full supporting documentation is not required. Often used for internal decision-making, portfolio management, or preliminary feasibility analysis. Not appropriate for litigation or lender use.

Retrospective Appraisal Report — Establishing value as of a date in the past Sometimes the critical question is not what a property is worth today, but what it was worth at a specific point in the past — a date of death, the date of an acquisition, or the date a dispute arose. Retrospective appraisals require reconstructing market conditions as they existed at that prior date, drawing on historical sales data and market evidence. Used for estate tax filings, capital gains calculations, divorce settlements, and legal proceedings.

Date of Death Appraisal — Required for estate tax reporting and trust administration A specific type of retrospective appraisal establishing the fair market value of a property as of the date the owner passed away. Required by the IRS for estate tax purposes and relied upon by estate attorneys, trustees, and fiduciaries to properly administer and distribute real property assets.

Consulting Reports

Not every engagement requires a full USPAP-compliant appraisal. In many situations, what a client needs is a clearly written professional analysis — an expert opinion documented well enough to inform a decision, support a negotiation, or serve as background for legal counsel. These reports draw on the same research and expertise as a formal appraisal but are scoped and formatted for a specific consulting purpose.

Market Analysis Report — An in-depth look at current market conditions for a specific property type or area A detailed examination of supply, demand, pricing trends, and market velocity for a defined property type or geographic area. Used by investors evaluating acquisitions, sellers weighing timing, and attorneys needing market context for litigation. Goes beyond a simple comparable sales summary to provide genuine analytical depth.

Pre-Listing Consultation Report — An independent value assessment before you go to market A written opinion of value and market positioning prepared for homeowners before listing their property. Includes an analysis of how the property compares to current competition, which improvements are likely to affect value, and a recommended pricing range — independent of any real estate agent's interest in the transaction.

Review Appraisal Report — A professional evaluation of another appraiser's work When an attorney, lender, fiduciary, or property owner needs to assess the credibility and accuracy of an existing appraisal, a review appraisal provides a written analysis of the original report's methodology, data, and conclusions. Identifies errors, unsupported adjustments, and departures from professional standards. Commonly used in litigation when opposing appraisals need to be challenged or defended.

Feasibility and Renovation Analysis — Understanding the value impact of proposed improvements A written analysis of how a planned renovation, addition, or improvement is likely to affect market value — and whether the projected cost is likely to be recovered at resale. Helps homeowners and investors make informed decisions before committing capital to a project and understand any potential impact these changes might have to their tax assessment.

Property Tax Reports

Property tax appeals require documentation that meets the specific evidentiary standards of the Assessment Appeals Board. These reports differ from standard appraisal reports — they are purpose-built analyses formatted to be persuasive in a formal administrative hearing context, drawing on direct experience managing those hearings from the assessor's side.

Assessment Appeal Valuation Report — A valuation analysis prepared specifically for the appeals process A thorough market value analysis formatted to satisfy the requirements of the local Assessment Appeals Board. Presents comparable sales evidence, market condition adjustments, and a well-supported value conclusion in the format and language that assessment appeal boards expect. Designed to hold up under questioning at a formal hearing.

Property Tax Review and Advisory Report — A preliminary analysis to determine whether an appeal is warranted Before committing to the full appeals process, property owners benefit from an honest professional assessment of their current tax burden versus actual market value. This report documents that analysis — what the assessment reflects, what the market actually supports, and whether the gap is large enough to justify pursuing a formal appeal.