Reliable information supports a reliable valuation. The documents needed depend on the property, purpose and agreed scope; there is no single mandatory checklist for every assignment.
Ownership and property description
- Title deed or evidence of the relevant property interest
- Location plan or survey
- Building permit and completion certificate for buildings, where relevant
Technical information
- Available architectural and structural drawings
- Construction date, refurbishment or extension history
- Recent internal and external photographs
Income-producing properties
- Current leases and rents
- Occupancy, operating income and relevant expenses
Planning and other relevant information
- Permitted use and building requirements
- Mortgages, obligations or restrictions affecting the property
- Previous valuations, where available
Examples by property type
| Property | Useful information | Additional information |
|---|---|---|
| Land | Ownership, location, area and boundaries | Plans, permitted use and planning requirements |
| Villa or building | Land details, built area, age and condition | Permits, completion certificates and available plans |
| Rented or investment property | Property details, leases and rent | Occupancy, operating income and expenses |
| Commercial property | Location, area, current use and building details | Relevant lease, operating and planning information |
We confirm actual requirements after reviewing your assignment. More complete information can reduce the need for assumptions. See how the information is used in a valuation.
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