TEGoVA paskelbė profesoriaus Nick French tyrimą apie palyginamųjų rinkos duomenų naudojimą vertinant turtą skirtingose Europos valstybėse. Šiame tyrime dalyvavo ir LTVA. Šios ataskaitos tikslas buvo išsiaiškinti palyginamųjų duomenų vaidmenį vertinant turtą ir kaip skiriasi šios palyginamosios informacijos prieinamumas ir naudojimas skirtingose šalyse ir jurisdikcijose visoje Europoje. Tai turės nemažą reikšmę ir pačiai TEGoVA tobulinant EVS.
Šis tyrimas nėra nei metodinis nurodymas, nei techninis standartas, o tiesiog pažintinė informacija apie palyginamosios informacijos taikymo ypatybes ir praktiką skirtingose Europos šalyse. Bet kokiu atveju, šis tyrimas yra įdomus ir naudingas visiems turto vertintojams dirbantiems Lietuvoje, todėl LTVA rekomenduoja vertintojams susipažinti su šiuo ką tik publikuotu dokumentu.
2020-06-TEGOVA_pricing-to-market
SUMMARY
An Investigation into the use of Comparable Evidence in Property Valuation By Nick French
• The brief for this report was to identify the role that comparable evidence plays in property valuation and how the availability and use of comparable evidence varies between different countries and jurisdictions across Europe. And how this, in turn, should inform TEGoVA when setting the European Valuation Standards (EVS).
• Comparison plays a part in all valuations by all approaches (Market, Income and Cost) and is the lynchpin for determining market value. In property, in all languages, the term „comparable“ is often used restrictively, both colloquially and within professional standards, to only refer to evidence of a sale or letting of a similar property in a similar location on similar terms in a recent timeframe. But, strictly, this is transactional evidence only and valuers rely upon many other forms of comparable data to come to a professional opinion of value. In this report, the broader definition of comparable data is adopted.
• Comparable data may include transactional evidence, asking price information, enquiry details of potential purchasers, market listings, market commentaries, market indices, government cadastres and the professional opinions of colleagues and other valuers. Each of these forms of data acts as „signposts“ to gauge the market to determine market value.
• This study concentrated on comparable data used in the Market Approach (direct capital comparison) and the Income Approach (comparable rental and yield information).