A Fair, Well-Founded and Secure Valuation

Determining the value of a property sometimes requires far more than a simple estimate.
In a patrimonial, tax, inheritance or legal context, it is essential to rely on a rigorous, independent and well-documented analysis.

Real Estate Expertise: Much More Than an Estimate

A real estate appraisal aims to establish an objective and justified value, taking into account all the property's characteristics:

• its location and surroundings,
• its technical and architectural qualities,
• its legal and planning status,
• its occupancy status, if any,
• relevant market references,
• energy and environmental considerations.

It results in a detailed appraisal report, based on thorough investigations and an appropriate methodology.

Market Valuation or Appraisal: What Is the Difference?

Market Valuation

It provides an indicative assessment of a property's value, generally in the context of a sale project.

Real Estate Appraisal

It enables the value to be demonstrated and justified within a more demanding framework, including:

• a prior engagement letter,
• an in-depth analysis,
• a clearly defined methodology,
• a written report engaging the expert’s professional responsibility.

Recognized Valuation Methods

Depending on the nature of the property and the purpose of the assignment, the valuation may rely on several approaches, including:

• the comparative method,
• the income approach,
• rental capitalization,
• potential analysis or replacement cost assessment, where relevant.

The objective: to determine a consistent, well-supported and defensible market value.

When Should You Request an Appraisal?

A real estate appraisal can be particularly useful for:

• an inheritance or gift transfer,
• a real estate wealth tax declaration (IFI),
• a family or matrimonial settlement,
• an asset disposal,
• a wealth valuation,
• a dispute or sensitive negotiation,
• the valuation of an atypical, occupied or complex property.