Commercial property valuation report software
A commercial valuation for a lender rests on the lease: who occupies each tenancy, on what rent, until when, with what reviews and incentives. The inspection confirms the building and the tenancy schedule against the rent roll, and the report capitalises the net income and cross-checks it on a direct comparison. Most of the drafting time goes on reconciling tenancy data that was typed in three places.
Built for lenders running teams of roughly 3–50 inspectors.
Sample Commercial valuation report
An illustrative excerpt. The site, readings and findings are fictional; the layout is yours to set.
Commercial valuation report
Section 6 — Tenancy schedule
- Property
- Example House, 200 Sample Road
- Date of valuation
- 20 January 2026
- Basis
- Market value, subject to existing tenancies
| Tenancy | Lease terms | Status |
|---|---|---|
| Ground, Suite 1 — 410 m² | Retail · $162,000 pa net · expires Jun 2029 · fixed 3% reviews | Status: Sighted |
| Level 1 — 820 m² | Office · $287,000 pa net · expires Sep 2026 | Status: Expiry risk |
| Level 2 — 820 m² | Vacant since October 2025 | Status: Vacant |
| Rooftop telecommunications | $18,500 pa gross · expires Mar 2031 | Status: Sighted |
Fields captured on site
Your firm builds the form in-app, so these are a starting point rather than a fixed schema. Every field is captured on the device, with or without signal, and lands in the commercial valuation report where your template puts it.
Per tenancy
- Tenancy ID and lettable area
- Tenant and permitted use
- Rent, outgoings recovery and review type
- Lease start, expiry and options
- Incentives disclosed
Building
- Construction and services
- Car parking ratio
- Condition and deferred maintenance
- Compliance matters noted on inspection
Calculations
- Total net income (calculated)
- Vacancy and letting-up allowances
- Adopted yield and capitalised value
Standards the report works to
- IVSInternational Valuation Standards — valuation approaches
- The income and market approaches that a capitalisation and a direct comparison represent.
- IVS 400Real Property Interests
- Identifying the leasehold encumbrances the fee simple is valued subject to.
Load the standards you hold into your reference library and the drafted prose is written against them rather than against a general model.
How the commercial valuation report gets built
Capture it once, offline
Your firm builds the commercial property valuation form in-app — 25 field types, nesting repeatable groups, compound AND/OR visibility rules, reusable modules and calculated fields. Field capture works with no signal: jobs, forms, photos, notes and audio all queue in an idempotent outbox that only clears once the server confirms receipt.
Link it to your the subject property and its improvements
Enter the subject property and its improvements once, as a register. Every one of your comparable sales and adjustment lines then points at a stored row rather than a name somebody typed — and the links survive a disconnected device.
Render your own template
The commercial valuation report renders into the Word template you already use — your letterhead, your section order, your clause library — with conditionals, loops over repeats, composable sub-templates and photo grids.
Reviewed before it leaves
You write the review framework: a checklist of what a commercial valuation report must contain, plus the prose standards you would mark a junior against. Link it to a report template and it runs every time that template renders. Each finding comes back graded info, minor or major, quoting the sentence at fault, and a person accepts or dismisses every one.
Because the structured submission behind the report is held too, the review is a comparison rather than a proofread: The report describes a four-bedroom dwelling; the inspection form recorded three.
Checks a valuation framework usually carries
- Every section the panel instruction requires appears, in the required order
- Each adjustment traces to a comparable that is listed in the evidence
- The reconciliation supports the figure actually adopted
- Instruction basis, assumptions and disclaimers are stated in full
Questions
- Can a tenancy schedule with twenty tenancies render as a table?
- Yes. Each tenancy is a row in a repeatable group and the Word template loops over it, so the schedule grows with the building rather than being pasted in.
- Will the net income total update when a lease changes?
- A calculated field can sum a column across every tenancy row, so changing one rent changes the total the capitalisation reads from.
- Can vacant tenancies get different questions to leased ones?
- Yes. Questions about rent and expiry can be hidden when a tenancy is marked vacant, and letting-up assumptions shown instead.
- Can the report check that every lease expiry is discussed?
- A review framework you write can check the finished report against the captured tenancy rows, so an expiry inside your threshold that is never mentioned in the risk commentary is raised as a finding.
What this is not
Worth knowing before you book a demo, so neither of us wastes the half hour.
- Not field-service dispatch. No timesheets, no parts, no inventory. Scheduling exists to get an inspector to a site.
- No signature capture. If your deliverable has to carry a signed sign-off on the artefact itself, this is not the tool yet.
- Field capture is what works offline — jobs, forms, photos, notes and audio. Reports, chat, scheduling and the inbox need a connection.
- No client portal. Reports go out as a file or a password-protected link.
Other valuation work we cover
- Antique and collectable appraisalsAppraisal report
- Business asset valuationsAsset valuation report
- Construction cost to completeCost to complete report
- Plant and equipment valuationsP&E valuation report
- Quantity surveying progress claimsProgress claim report
- Residential property valuationsValuation report
- Rural property valuationsRural valuation report
- Stamp duty valuationsDuty valuation report
Other disciplines
Rebuild your commercial valuation report in SurveyThanks
Bring the Word template you already send clients. If you are coming off another field-forms tool, a filled report can be uploaded, read field by field, and re-rendered into your template.