Medro Updates

Capital Planning: Put Every Property Value on the Transaction Calendar

By Don McClain

By Don McClain | Founder & Principal, Medro Advisors

An appraisal’s delivery date is not necessarily the date its value conclusion describes. Federal banking-agency guidance distinguishes report and effective dates, and current from prospective completed or stabilized value. For coordinated capital planning, record each value basis, assumptions and the decision it supports. Assign open questions to the appraiser or financing provider instead of adjusting the conclusion internally. If an advance depends on completed work or occupancy, show the funding and time needed to reach that stage. The guidance addresses regulated institutions, not financing approval. Discuss your transaction sequence: https://medroadvisors.com/advisory/