A valuation report should support the conversation, not replace it. Begin the presentation by asking about the owner’s objectives:
- Why are they considering selling?
- What is their preferred timeline?
- Have they already received other valuations?
- What price do they currently expect?
- What matters most to them when selecting an agent?
After understanding the owner’s position, introduce the report. A useful presentation order is:
- property summary;
- current local market conditions;
- comparable properties;
- differences between the comparables and the subject property;
- estimated price range;
- recommended listing strategy;
- proposed next steps.
Do not spend the entire meeting reading the report page by page. Use it to answer questions and reinforce the recommendation.
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