List all required and customary inspections (e.g., municipal, certificate of occupancy, environmental, etc.)
Required: ___________________________________________________________________________________________________________________
Customary: _________________________________________________________________________________________________________________
Are there any visible/known problem areas which would warrant additional inspections (e.g., structural, etc.)?___________________________________
_____________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________
List required disclosures if any:__________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________
Subject’s locational type:
❍ Urban ❍ Suburban ❍ Distant suburban ❍ Rural ❍ Farm ❍ Resort
Market Area Price Range: $ ____________ to $ ____________ Property Values are:
❍ Increasing ❍ Stable ❍ Declining
Marketing Time (list of contract):
❍ Up to 120 days ❍ 121-180 days ❍ Over 180 days
Number of closed comparable sales in market area in the last six months: ____________
Number of competing listings in subject’s price range: _______________
Availability of competing listings:
❍ Shortage ❍ In balance ❍ Oversupply
Type of competing listings: (estimated total should = 100%): _____ % New homes _____ % Resale _____ % REO/Foreclosure _____ % Corporate
Describe any marketing concessions/incentives being offered on competing properties that may adversely affect the subject’s value: _________________
_____________________________________________________________________________________________________________________________
_____________________________________________________________________________________________________________________________
Recommend any marketing concessions/incentives that should be offered for the subject:___________________________________________________
Page 1 of 3 Copyright Employee Relocation Council 1996 Rev. 12/1/96
Purpose: This report is not an appraisal or a home inspection. Rather, it is designed to enable the real estate broker to conduct a diligent analysis
of the subject property’s condition, competition, and future marketability. Based on this analysis, the broker is to estimate the subject property’s:
Most Likely Sales Price “As Is” and Most Likely Sales Price “With Repairs & Improvements,” and
Most Likely Net Price “As Is” and Most Likely Net Price “With Repairs & Improvements,”
assuming a reasonable marketing time, not to exceed 120 days. (Refer to definitions on page 3 of this form. Also refer to ERC’s manual on completing
this form.)
Procedural Guidelines
For procedures on contacting homeowner, inspecting property, submitting report, and providing photos, follow requesting company’s guidelines.
Describe the most probable means of financing and terms for the subject. _______________________________________________________________
_____________________________________________________________________________________________________________________________
Are points customarily paid by the seller on the most probable financing?
❍ Yes ❍ No If yes, how many? ________________________________
Comment on any other seller financing concessions that are necessary to enhance the sale of the subject property ________________________________
_____________________________________________________________________________________________________________________________
Do you anticipate any issues that would affect the ability to secure financing for the subject property? (e.g., condition, zoning,
environmental, HOA, etc.)
❍ Yes ❍ No If yes, comment _______________________________________________________________
Note: The above financing information should be carried over to the MARKETING STRATEGY and VALUE ANALYSIS sections on page 3 of this form.
What repairs & improvements (R&I) are necessary to secure or obtain financing as indicated in the FINANCING section above and/or are recom-
mended to enhance the subject’s marketability. (Recommended items should increase the subject’s value and/or lower the marketing time.) Indicate
specific items and their estimated costs to cure.
Interior Items R & I Estimates Exterior Items R & I Estimates
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
___________________________________ $_______________ ______________________________________ $ _____________
Total Interior: $_______________ Total Exterior: $ _____________
TOTAL R&I $ _ _ _ _ _ _ _ _ _ _ _ _ _
(Add the Total Interior $ and Total Exterior $)
Estimate the contributory value (if any) of the TOTAL R&I to the Most Likely Sales Price ...........$____________
Note: The above recommended R&I items and costs should be carried over to the MARKETING STRATEGY and VALUE ANALYSIS sections on page 3 of this form.
SUBJECT INFORMATIONFINANCINGSUBJECT CONDITION
INSPECTIONS/DISCLOSURES
MARKET AREA
Employee Relocation Council
Broker’s Market Analysis and Strategy Report
The Employee Relocation Council (ERC) is a global
community of professionals developing and sharing
cost-effective, innovative, and caring solutions to
support the Mobile workforce.
This form is being completed for: ❍ Home-Marketing Assistance ❍ Homesale Buyout
File # ____________________________________ Homeowner(s) __________________________________________________________________
Property Address _______________________________________________________________ Home Phone # ______________________________
City, State, Zip _______________________________________________________________ Work Phone # _______________________________
BMA Requested by (Co. & Contact) _______________________________________________ e-mail _____________________________________
Requesting Co. Address __________________________________________________________ Phone # ___________________________________
City, State, Zip _______________________________________________________________ Fax # ______________________________________
Real Estate Firm & Contact ______________________________________________________ e-mail _____________________________________
Real Estate Firm Address ________________________________________________________ Phone # ___________________________________
City, State, Zip _______________________________________________________________ Fax # ______________________________________
Agent Preparer (if other than contact) ______________________________________________ Phone # ___________________________________
Form of Ownership: ❍ Fee Simple ❍ Leasehold Type: ❍ Condo ❍ Coop ❍ PUD ❍ Single Family ❍ Other
Occupant: ❍ Homeowner ❍ Tenant ❍ Vacant
Indicate any personal property that remains (e.g., refrigerator, range, lighting fixtures, ceiling fans, etc.) ________________________________________
Is the subject currently listed? ❍ Yes ❍ No Listing Company/Agent
