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Partial Interest Appraisal

What Is a Partial Interest Appraisal?

A Partial Interest Appraisal determines the market value of an entire property, which is then used as the basis for dividing ownership into fractional shares.

These appraisals are often required when only a portion of a property is being transferred, gifted, or sold — such as in family trusts, estate planning, or divorce settlements.

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How Does a Partial Interest Appraisal Work?

I begin by appraising the full property to establish its fair market value.

Then, your CPA, attorney, or financial advisor uses that total value to structure and assign the individual ownership shares based on legal and tax guidelines.

This approach ensures a professional, USPAP-compliant valuation that supports complex ownership arrangements.

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Example Use Case

Two siblings inherit a family home and decide to divide ownership, with one sibling holding 60% and the other 40%.

I provide an accurate appraisal of the entire property, which their CPA then uses to assign values to each sibling’s partial interest — ensuring fairness and legal compliance.

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Why Choose a Professional Partial Interest Appraisal?

  • Ensure fair, defensible valuations for fractional ownership

  • Support legal, tax, and financial planning requirements

  • Avoid misunderstandings or disputes between co-owners

  • Receive a clear, detailed, USPAP-compliant appraisal report suitable for courts, tax authorities, and trustees

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