Reporting valuations are a programme with a deadline. Process discipline is as important as property analysis.
A reporting valuation cycle differs from a transactional instruction. The deadline is fixed, the asset population is known, and the output must be consistent with prior periods and capable of explanation to auditors and trustees.
Programme planning
Inspection scheduling, information requests, tenancy schedule verification and internal review should be sequenced before work begins. Late information is the most common cause of compressed analysis at the end of a cycle.
Consistency and review
- A common assumption framework across sectors within the portfolio
- Internal review of methodology and key inputs before reporting
- Documented movement analysis for every asset
- Clear treatment of assets under development or repositioning
The purpose is not uniformity for its own sake. It is to ensure that where two assets are treated differently, there is a property reason for it that can be articulated.
Information on this website is general in nature and does not constitute a formal valuation, appraisal or professional advice. A valuation conclusion arises only from a professional engagement with an agreed scope of work.