Conservation Appraiser New Hampshire Massachusetts Maine | Chet Rogers, MAI

Typical Conservation Appraisal Report

TABLE OF CONTENTS

PART I – INTRODUCTION

Letter of Transmittal
Certification of Appraisal
Summary of Salient Facts & Conclusions
Photographs
Aerial Photograph
Assumptions and Limiting Conditions
Scope of Appraisal
Purpose of Appraisal

PART II – FACTUAL DATA – BEFORE ACQUISITION

Property Identification
Legal Description
Area, Town and Neighborhood Data
Property Description
Assessments and Taxes
Zoning

PART III – DATA ANALYSES AND CONCLUSIONS – BEFORE ACQUISITION

Analysis of Highest and Best Use
Assessments and Taxes at Highest and Best Use
Sales Comparison Approach
Discounted Cash Flow Chart
Correlation and Final Value Estimate

PART IV – FACTUAL DATA – AFTER ACQUISITION

Legal Description
Other Real Estate Owned
Neighborhood Factors
Property Data
Assessment and Taxes
Zoning

PART V – DATA ANALYSES AND CONCLUSIONS – AFTER ACQUISITION

Analysis of Highest and Best Use
Sales Comparison Approach
Correlation and Final Value Estimate

Part VI – ACQUISITION ANALYSIS

Recapitulation
Allocation and Explanation of Damages
Explanation of Special Benefits

PART VII – EXHIBITS AND ADDENDA

Photo Key
Location Map
Neighborhood Map
Tax Map
Plot Plan
Conceptual Subdivision Without Back Lots
Conceptual Subdivision With Back Lots
Flood Map
Zoning Map
Comparable Sales Map
Comparable Sales Data
Title Evidence
Conservation Easement
Baseline Report
Tree Growth Forest Management Plan
Conservation Easement Checklist
Valuation of Conservation Easements Certificate
Qualifications of Appraiser
Engagement Letter

	Yellow Book
	IRS Appraisals

Ask the Expert

Telephone:	603 722-0663
e-mail:	chetrogers@tds.net

Green Stuff Saved So Far

3,751 acres saved from development

11,167 feet of lake or pond frontage saved from development

7,275 feet of river frontage saved from development

121 houses NOT built

Testimonials

“I had the privilege of working with Chet as a commercial appraiser on a country inn which I had under agreement. His attention to detail, communication with me and the other people involved in this sale and timeliness were top quality and reflected the professionalism which he promotes. He was wonderful to deal with!!”… MM...
“I have always been impressed with the thoroughness of Chet’s work. It isn’t easy assigning value to large tracts of land that have development potential as it must be approached from a variety of angles. Chet is aware of all recent land transactions, even the private ones and is always eager to get new details.”… ST...
“Chet’s ambition is impressive. I have been fortunate to see the zeal with which he has pursued professional credentials as well as his dedication to advancing his knowledge & his career.”… SB...
Great site, Chet! I can certainly say that if I had had access to such clear information, I would have gone into the easement process much more easily and promptly. This is a real service. I’ll be sure to tell people about it.…JR...
“Chet was very responsive, fair, and diligent in his appraisal process with us. Based upon our recent experience with Chet, I would gladly use him again.”… BW...
“I had the opportunity to meet Mr. Chet Rogers, who provided a conservation easement appraisal for our farm. He is very professional and courteous, and always responded to questions and phone calls promptly.
Mr. Rogers has many years of experience with conservation easements and appraisals, and has worked with many people in Maine and New Hampshire. He is knowledgeable about the land and conservation and makes excellent use of available resources. His kind and patient personality make him a pleasure to work with.”… JHS...
“My wife and I recently engaged Chet Rogers to do a rather complicated appraisal. For estate planning purposes, we were transferring a portion of our vacation property in Maine to Qualified Personal Residence Trusts (QPRTs) pursuant to the Internal Revenue Code.
The required appraisal presented challenges because we were not transferring all of the property we own at that location, the portion being transferred consisted of land, a house, garage and guest cottage which we were treating in totality as an “estate“, the property is located in a rural and largely undeveloped area with few property transfers and none similar to ours, the requirements of the Code for QPRTs are exacting and we needed a solid, defensible appraisal in order to pass muster with the IRS.
Chet delivered for us. His appraisal was reviewed and approved by our attorneys and tax accountants. Besides the quality of its contents, the appraisal format was a work of art. And the job was done promptly, at a reasonable cost and Chet was a pleasure to work with throughout. We would use him again without reservation.”… HB...
“We were very pleased with the process as well as the results of our conservation easement appraisal. The process was professional, timely, and seamless. It was a pleasure to work with Chet.”… HSM...
“Chet worked through challenging market, client, landowner, and federal funding requirements to deliver an appraisal that resulted in a successful conservation easement project.“ … TS...
“Chet performed the appraisal in a very professional manner and delivered the report on-time. He certainly met all of my expectations.”… MN...
“I have always been impressed with the thoroughness of Chet’s work. It isn’t easy assigning value to large tracts of land that have development potential as it must be approached from a variety of angles. Chet is aware of all recent land transactions, even the private ones and is always eager to get new details.”… ST...
“Chet’s ambition is impressive. I have been fortunate to see the zeal with which he has pursued professional credentials as well as his dedication to advancing his knowledge & his career.”… SB...
“Chet recently undertook a unique appraisal for an important client of our company, involving valuing a distinctive recreation-based property. His work was complete, timely, and very cost-effective given the potential complexities of the assignment.”… DL...
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