Appraisal and valuation terms on the NY real estate exam

4 min read

Valuation vocabulary sits directly on top of the math section. The exam wants you to know which approach applies to which property type, and to keep an appraisal distinct from a comparative market analysis — a salesperson prepares a CMA, a licensed appraiser prepares an appraisal.

13 terms you need to know

Appraisal
An estimate of a property’s market value, prepared by a licensed appraiser using approaches like sales comparison, cost, and income capitalization.
Assessed Value
The value placed on property by a municipal tax assessor for the purpose of calculating property tax. Not necessarily market value.
CMA (Comparative Market Analysis)
A broker’s estimate of a property’s likely sale price based on recently sold comparable properties. Not a formal appraisal.
Capitalization Rate
Net operating income divided by property value. Used to estimate value of income property.
Comparables (Comps)
Recently sold similar properties used to estimate the value of a subject property in a CMA or appraisal.
Conformity
An appraisal principle holding that property reaches maximum value when surrounded by similar properties.
Depreciation
Loss in property value from physical wear, functional obsolescence, or external factors. Also a tax deduction for income property owners.
Gross Rent Multiplier (GRM)
Sale price divided by monthly gross rent. A quick valuation tool for small income properties.
Highest and Best Use
The legally permissible, physically possible, financially feasible, and most productive use of a property.
Income Approach
An appraisal method that values property based on the income it generates — most appropriate for commercial and investment property.
Mill
One mill = $1 of tax per $1,000 of assessed value. A 25-mill rate on a $100,000 assessed value = $2,500 annual tax.
Net Operating Income (NOI)
Property’s gross income minus operating expenses (before debt service and income tax). Used in cap rate calculations.
Sales Comparison Approach
An appraisal method that estimates value based on recent sales of similar properties, adjusted for differences.

Commonly confused

Appraisal vs CMA

A licensed appraiser produces an appraisal, which is a formal opinion of value. A salesperson produces a comparative market analysis to help price a listing. Calling a CMA an appraisal is a licence-law problem.

Market value vs assessed value

Market value is what a property should sell for in an arm's-length sale. Assessed value is set by the municipality for tax purposes and is often a fraction of market value.

Cap rate vs GRM

Cap rate uses net operating income, after operating expenses. GRM uses gross rent and ignores expenses entirely, which makes it a quick screening tool rather than a valuation method.

How this is tested

The three approaches map to property types: sales comparison for residential, income for investment property, cost for new or special-purpose buildings. Cap rate and NOI questions cross straight into the math section.

Keep studying

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