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Valuations

Market value estimates under the German ImmoWertV, with methods, assumptions and sources.

Acquisition starts before the property: anyone valuing an address for a meeting with owners does not yet have something they could list. That is why valuations get their own row rather than a tab on a property.

Not an expert report

What comes out of this is a market value estimate for a given date, calculated using the methods of the German ImmoWertV. It is not an expert report and not a formal valuation under section 194 BauGB.

For inheritance and divorce the screen says so again: tax offices and courts generally require a report from a certified surveyor, and for inheritance and gifts under section 198 BewG.

The layout

The shape is the one from My properties, so that you find every control in the same place when switching between the two: on the left the Tiles and List switch, beside it the views All, In progress and Done, and the search on the right.

The views only appear when there are both open and finished ones. Nothing but open valuations needs no filter.

The list has the columns Property, Range, Method, Date and Status.

The six steps

A valuation comes about through a sequence, and the tile shows it as a line:

Occasion and address · Documents · Viewing · Value · Asking price · Closing

Each step has a status: done, from documents, or open.

The occasion decides what can come of it in the end. The choices are sale, letting, inheritance or gift, divorce, financing and "just an estimate".

The file

At the top the date and the revision, below that three sections.

Methods shows all three ImmoWertV calculations: comparative value, income value and asset value. Each with its status (sound, provisional, not applicable) and its weight as a percentage. A value in the calculation leads to its assumption.

Assumptions lists every input with its source (official, Athaus, document, owner, agent) and where it came from ("p. 4", "set by hand", "property details: ..."). A change recalculates and stays in the history with its reasoning.

History holds every change with its reason.

On the right the side panel with location, demand, offers on the market and sources and licences.

What you can do here

New valuation sits at the top and on the N key. The dialog takes the occasion, the property ("new address" or "from the portfolio") and a few key figures. From that Athaus calculates a first range immediately; documents and a viewing narrow it afterwards.

In the file: Mark as done, the calculation to unfold, Change ... on every assumption, and Delete valuation in the menu.

Changing an assumption requires a reason ("for example: floor area as measured during the visit"), and the button says Recalculate. Without a reason it does not go through: "Say why the value is different."

What the agent does here

It looks at valuations, saves them and shares the owner report. The first range without a property it calculates directly.

What waits for your yes: withdrawing the report link. The link to the owner report is withdrawn for good; anyone opening it afterwards sees nothing. Creating the link, by contrast, runs directly: it sends nothing, you pass it on yourself.

Worth knowing

The range is shown as a range, never as a midpoint. A list showing a single point would be exactly the number the file refuses to name.

Done means closed. No assumption changes afterwards; for changes you create a new valuation.

Deleting affects only the valuation. The range, the assumptions and the history are gone, the property stays in the portfolio. If a report had been shared, its link no longer opens.

The bars beside the methods only appear from two methods onwards: with a single one, a bar would say nothing the number beside it does not already say.

Demand never names people, only counts, and budgets are upper limits, not bids. Below a minimum count Athaus names no number at all.

Offers on the market feed into no range: those are asking prices, not transaction prices. The occupied-rent figure from the 2022 census is not a market rent, and the flood maps cover risk watercourses, not heavy rainfall.

Without coordinates, Athaus queries no location services.

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