Sample Appraisal Reports
Partnership Profiles' Sample Appraisal Reports are designed for practitioners to use when creating a new family limited partnership appraisal report or improving an existing report. The Sample Reports are designed to illustrate the use of both the Income and Market Approaches by incorporating strong supporting data into the valuation report. Each report is spiral bound and designed for instructional use. It is a useful tool to get up to speed quickly. Purchasers are more than welcome to cite sections of the Sample Report in their valuation reports. The cost of a Sample Report is $495. To order a Sample Appraisal Report, please click here.
The four reports that are currently available are listed below:
Report #11 – Income Producing Real Estate Report
This 50 page document is a complete report that values a noncontrolling, nonmarketable limited partnership interest in an income producing real estate partnership and a noncontrolling, nonmarketable interest in the general partner. The primary assets of the partnership are two office buildings. The report uses the Income and Market Approaches and demonstrates:
*The report incorporates data from the most recent Rate of Return Study in the text. A $139 value.
**The report incorporates data from Partnership Guideline Reports in the text. A $145 value.
Report #12 – Marketable Securities Report
This 63 page document is a complete report that values a noncontrolling, nonmarketable limited partnership interest that owns cash, bonds and equities. The assets of the partnership include 2 money market accounts, 26 municipal bonds, 29 stocks and 2 equity mutual funds. The report uses the Income and Market Approaches and demonstrates:
*The report incorporates data from both of the Closed-End Fund Guideline Reports in the text. A $250 value.
Report #13 – Mixed Assets Report
This 73 page document is a complete report that values a noncontrolling, nonmarketable limited partnership interest that owns cash, equities and real estate. The primary assets of the partnership include checking accounts, money market accounts, stocks, options, mutual funds and multiple real estate properties. The report uses the Income and Market Approaches and demonstrates:
* The report incorporates data from both of the Closed-End Fund Guideline Reports in the text. A $250 value. Also, the report incorporates data from Partnership Guideline Reports in the text. A $145 value.
Report #14 – Nonincome Producing Real Estate Report
This 54 page document is a complete report that values a noncontrolling, nonmarketable limited partnership interest in an nonincome producing real estate partnership. The primary assets of the partnership are two rural properties consisting of undeveloped land. The methodology that is used in this report can also be applied to other types of low income or nonincome producing properties such as beach houses, condominiums and investment properties. The report uses the Income and Market Approaches and demonstrates:
*The report incorporates data from the most recent Rate of Return Study in the text. A $139 value.
**The report incorporates data from Partnership Guideline Reports in the text. A $145 value.