Independent property valuers · Sydney & NSW1300 800 691info@equityvaluers.com.au
OUR VALUATION PROCESS

From instruction
to informed decisions.

Six connected stages. One considered, evidence-led valuation process, from initial brief to final reporting.

THE EQUITY VALUERS PROCESS

A structured approach
to valuation quality.

Select a stage to see what happens and what it means for you.

SIX STAGESUnderstand Inspect Analyse Value Review Deliver
Tailored to the asset, purpose and reporting requirements
STAGE 01 OF 06

Instruction & Scope Confirmation

Before any work begins we confirm what is being valued, why, and for whom. The purpose of the valuation determines the basis of value, the valuation date, who may rely on the report and the form of reporting required.

  • Purpose and intended use of the valuation
  • Valuation date: current or retrospective
  • Reliance and reporting requirements
  • Scope, fee and timing agreed before acceptance
STAGE 02 OF 06

Property Inspection & Investigation

The property is inspected and its physical characteristics recorded. Alongside the inspection we gather the supporting information relevant to the property and the purpose of the valuation.

  • Land, improvements, accommodation and condition
  • Location and surrounding development
  • Title, zoning and planning information
  • Leases, plans and property records where applicable
STAGE 03 OF 06

Market Research & Analysis

Value is established by reference to the market. We research and analyse the transactions and conditions most relevant to the property, and consider how each piece of evidence compares with it.

  • Comparable sales evidence
  • Rental and leasing evidence where relevant
  • Local supply, demand and market conditions
  • Relevant economic factors
STAGE 04 OF 06

Valuation Methodology

The valuation approach is selected to suit the asset and the purpose of the report. Depending on the property, this may involve direct comparison with sales evidence, income-based approaches for investment property, or other recognised methods.

  • Approach selected to suit the asset and purpose
  • Direct comparison with market evidence
  • Income-based approaches where a property is held for investment
  • Reasoned adjustments and professional judgement
STAGE 05 OF 06

Reporting & Quality Review

Our findings are documented in a detailed valuation report prepared with regard to applicable professional requirements. Each report is subjected to internal quality review before it is released.

  • Valuation basis, purpose and date clearly stated
  • Methodology and market evidence set out
  • Assumptions and material limitations identified
  • Internal quality review before release
STAGE 06 OF 06

Client Communication

A valuation is only useful if it is understood. We deliver clear findings and remain available to respond to questions from clients and, where authorised, their lenders and advisers.

  • Report delivered in the agreed format
  • Findings explained clearly
  • Responsive to queries on the report
  • Coordination with lenders, accountants or advisers where authorised
INDEPENDENCE · MARKET EVIDENCE · PROFESSIONAL JUDGEMENT

Clarity at every stage.

Our methodology is tailored to the asset, agreed purpose and reporting requirements of each engagement.

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HOW YOU CAN HELP

What to prepare before you instruct us.

The more clearly the purpose is defined at the outset, the more useful the report. If the valuation is for tax or legal purposes, confirm the required valuation date with your accountant or adviser first.

  • Property address and property type
  • The purpose of the valuation and who will rely on it
  • The required valuation date, if not current
  • Any deadline you are working to
  • Plans, leases, contracts or other property records, where available
  • Access arrangements for the inspection
TAKE THE NEXT STEP

Start with a conversation about scope.

We confirm purpose, scope, fee and timing before any instruction is accepted.

Request a Valuation Contact our team