Real Estate Appraisal · De-identified Format Sample
Executive Summary Report
— a nine-section format
This page reproduces the layout of a bilingual appraisal Executive Summary as a de-identified sample. It shows how the summary, value conclusion, property identification and supporting sections are presented — with all case-identifying data replaced by sample values.
Valuation for Foreign Nationals in Taiwan
For foreign nationals, expatriates and overseas companies with interests in Taiwan, obtaining a clear, defensible valuation — with an English report you can actually read — is often the hardest part. This firm provides English-language appraisal and bilingual (Chinese–English) reports across three areas:
| Service | What it covers |
|---|---|
| Real Estate Appraisal for Foreigners in Taiwan | Land, residential, commercial and defective property — for purchase, financing, tax, litigation, inheritance or investment decisions. |
| Asset Valuation for Foreigners in Taiwan | Real estate, income-producing assets and business-related assets, valued with an explainable, market-based approach. |
| Intangible Asset Valuation in Taiwan | Trademarks, patents, goodwill and other intangible assets, assessed for transactions, accounting, tax or dispute purposes. |
Every engagement is prepared as an objective, neutral and explainable opinion of value, and a bilingual executive summary — like the sample below — can be provided so overseas stakeholders understand the conclusion at a glance.
Executive Summary
| Item | Sample wording |
|---|---|
| Report No. | (stated in formal report) |
| Client | A social-welfare foundation (sample; actual name stated in formal report) |
| Registered Owner | A charitable religious institution (sample; actual name stated in formal report) |
| Purpose of Appraisal | Opinion of the Market Value of the Land |
| Type of Value | Market Value |
| Valuation Date (Date of Value Opinion) | (a specific date) reflects the market as of that date |
| Date of Property Inspection | (a specific date) |
| Premise of Value | Highest and Best Use |
| Special Assumption | Existing improvements are excluded; the subject property is appraised as if vacant (i.e., the existing building is not included in the appraisal). |
| Approaches Applied | Sales Comparison Approach; Method of Land Development Analysis (Residual Method) |
Final Value Conclusion SAMPLE
per ping
Amount in words: New Taiwan Dollars Forty-One Million Seven Hundred Fifty Thousand Only. (sample value)
The final opinion of value reflects market conditions as of the valuation date and the appraiser's professional analysis of the information supplied by the client, title and property-specific characteristics, general and neighborhood factors, prevailing real estate market conditions, and the highest and best use of the subject property.
Key Appraisal Statement
The appraisal is prepared solely to provide an opinion of the market value of the land and may be used only for that stated purpose. A detached building presently occupies the site. Under the client's instructions, a special assumption is adopted whereby the existing improvements are excluded from the appraisal and the subject property is appraised as if vacant (i.e., the existing building is not included in the appraisal).
Property Identification
| Item | Sample wording |
|---|---|
| Land Identification | Residential-zone land, established urban district, northern Taiwan (several parcels) the formal report states section, parcel numbers and address |
| Building / Scope | Existing building excluded from the appraisal under the stated special assumption. The subject property is appraised as if vacant. |
| Zoning / Legal Use | Residential Zone (building use excluded from this appraisal) |
| Current Use / Encumbrances | A detached building presently occupies the site; other registered rights and encumbrances: none. |
Land Schedule SAMPLE
| Parcel | Area (sq.m.) | Area (ping) | Interest |
|---|---|---|---|
| Parcel A | 13 | 3.9 | Entire |
| Parcel B | 12 | 3.7 | Entire |
| Parcel C | 800 | 242.0 | Entire |
| Parcel D | 3 | 0.9 | Entire |
| Total | 828 | ~250 | — |
Parcel numbers, areas and registered owner appear in the formal report. Figures above are illustrative and rounded.
Land Value Increment Tax & Net Land Value SAMPLE
The land value increment tax shown is an estimate based on the government-announced current land value applicable in the year of the valuation date. Actual tax payable remains subject to assessment by the competent tax authority. Figures above are illustrative.
Approaches to Value and Reconciliation
The Sales Comparison Approach and the Method of Land Development Analysis (a residual method) were applied. The final opinion of value was reconciled after consideration of title information; general, neighborhood and property-specific factors; prevailing real estate market conditions; highest and best use; and the appraiser's professional judgment.
Assumptions and Limiting Conditions
- This executive summary must be read together with the general statements, limiting conditions, basic disclosures, and appraisal assumptions contained in the full appraisal report.
- This executive summary must not be quoted or relied upon separately from the full report, as doing so may result in misunderstanding or misuse of the appraisal conclusion.
- The appraisal conclusion is intended solely for the stated purpose and must not be applied to any other purpose or valuation date.
Bilingual Credential Reference
| Certificate | Certificate No. |
|---|---|
| Real Estate Appraiser Certificate (Ministry of the Interior) | (stated in formal report) |
| Real Estate Appraiser Practice Certificate (Yilan County Government) | (stated in formal report) |
| Membership Certificate, Taipei City Real Estate Appraisers Association | (stated in formal report) |
| Licensed Real Estate Appraiser | Richard Cai (CAI MING-PEI), Real Estate Appraiser signature and official seal appear on the formal report |
English translations are provided for reference only. In the event of any discrepancy, the original Chinese credentials shall prevail.
Need a formal appraisal
Need a formal appraisal with a bilingual executive summary?
This page illustrates the executive-summary format only. For international clients, Richard Cai provides English-language appraisal for income property, defective property, aged-building revitalization and family-succession needs. Scope and required materials are confirmed before any formal appraisal begins.