PROPERTY VALUATION

Depending on the Client’s individual needs, we determine:

There are many reasons to commission a property valuation. Below are the most common cases.

Valuation purposes include:

Mortgage/loan financing
Replacement value assessment
Sale
Negotiating the terms of a property purchase/sale transaction
Division of marital assets in divorce proceedings
Settlement of assets between heirs
Calculation of the reserved portion (legitime)
Termination of co-ownership of real estate
Settlement of expenditures made on the property
Tax and fiscal purposes
Accounting purposes
Determining the value of a non-cash contribution to a company
Business valuation
Calculation of inheritance tax
Calculation of gift tax
Assessment of an adjacency levy (opłata adiacencka)
Assessment of a planning levy (opłata planistyczna)
Reclassification of land from agricultural use
Reclassification of land from forest use
Calculation of a personal easement
Calculation of a land easement
Calculation of a utility easement (transmission easement)
Determining the sale price of property to a perpetual usufructuary
Updating the annual fee for perpetual usufruct
Determining compensation for expropriated real estate
Determining compensation for damage to real estate
Property insurance purposes
Determining the rental rate
Bankruptcy proceedings
Enforcement (bailiff) proceedings

DOCUMENTS

Documents and information used to determine the property’s legal status, technical/functional condition, and the characteristics influencing its value.

The scope of required documents may vary depending on the property’s specifics—particularly its legal, technical, and functional status—as well as the purpose of the valuation report.

To precisely identify the necessary documents, we recommend contacting our office so we can verify them individually.

Land plot – undeveloped land:

Land and Mortgage Register number,
Cadastral plot numbers,
Notarial deed of acquisition or another document confirming legal title to the property,
Extract from the land register,
Copy of the cadastral map,
Cadastral map excerpt,
Extract from the local spatial development plan,
If issued: zoning decision (development conditions decision),
If issued: building permit decision

Single-family house – developed land:

Land and Mortgage Register number,
Cadastral plot numbers,
Notarial deed of acquisition or another document confirming legal title to the property,
Extract from the land register,
Copy of the cadastral map,
Cadastral map excerpt,
Confirmation of completion notice or an occupancy permit decision,
Building technical documentation: building design, as-built inventory, technical description, etc.

Apartment – residential unit:

Land and Mortgage Register number,
Notarial deed of acquisition or another document confirming legal title to the property,
Extract from the land register,
Copy of the cadastral map,
Cadastral map excerpt,
Confirmation of completion notice or an occupancy permit decision,
Building technical documentation: building design, as-built inventory, technical description, etc.

Commercial premises – non-residential unit:

Land and Mortgage Register number,
Notarial deed of acquisition or another document confirming legal title to the property,
Extract from the land register,
Copy of the cadastral map,
Cadastral map excerpt,
Confirmation of completion notice or an occupancy permit decision,
Building technical documentation: building design, as-built inventory, technical description, etc.,
Lease agreement,
Insurance policy.