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Valuation topic guide

Sales comparison and cost approaches

The two approaches ask different substitution questions. Sales comparison asks what buyers paid for competing properties. Cost asks what buyers would pay compared with acquiring land and creating an equally useful improvement.

What does this exam area cover?

Short answer: Know comparable selection, sale verification, units of comparison, property-rights, financing, conditions, expenditures, market-conditions, location and physical adjustments, paired data, qualitative analysis, reconciliation, land valuation, replacement and reproduction cost, direct and indirect costs, entrepreneurial incentive, physical deterioration, functional and external obsolescence, curable and incurable depreciation, effective age, economic life, and cost-approach math.

Official section
National III: Valuation
Broker weight
8% of the national broker portion
Expected scored items
Valuation accounts for about 8 of 100 items

The current national outline tests the sales comparison and cost approaches. Exam calculations simplify real appraisal work. Actual adjustments, cost estimates, depreciation, and reconciliation require verified market evidence and an appropriately credentialed professional when an appraisal is required.

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What is on the official outline?

Topic
Comparable selection
What to know
Same property rights, use, buyer pool, location, market area, design, quality, condition, size, age, site, amenities, sale date, exposure, financing, and data reliability
Best exam move
Choose the most competitive and verifiable sales, not merely the closest addresses.
Topic
Sale verification
What to know
Buyer, seller, broker, deed, multiple listing service, public record, contract, concessions, financing, personal property, motivation, relationship, exposure, condition, closing date, and unusual terms
Best exam move
Confirm what the price represents before using it as market evidence.
Topic
Elements of comparison
What to know
Real-property rights, financing terms, conditions of sale, expenditures after purchase, market conditions, location, physical characteristics, economic characteristics, use, and nonrealty components
Best exam move
Adjust transactional differences before property differences.
Topic
Adjustment direction
What to know
Comparable inferior, positive adjustment, comparable superior, negative adjustment, dollar, percentage, sequence, net adjustment, gross adjustment, consistency, market support, and subject benchmark
Best exam move
Add to an inferior comparable and subtract from a superior comparable.
Topic
Adjustment support
What to know
Paired sales, grouped data, statistical analysis, sensitivity, capitalization of rent difference, depreciated cost, allocation, extraction, market interviews, listings, qualitative ranking, and bracketing
Best exam move
The adjustment must reflect buyer behavior, not an unsupported rule of thumb.
Topic
Units of comparison
What to know
Total price, price per square foot, price per unit, room, acre, front foot, rentable area, gross building area, net rentable area, income multiplier, and consistency
Best exam move
Use the unit market participants use and apply the same definition throughout.
Topic
Sales-comparison reconciliation
What to know
Adjusted indication, similarity, data quality, verification, adjustment size, number of adjustments, bracketing, range, weighting, outlier, listing evidence, pending sales, and final indication
Best exam move
Give greatest weight to the most comparable, credible evidence rather than the highest result.
Topic
Land value in cost approach
What to know
Sales comparison, allocation, extraction, subdivision development, land residual, ground rent capitalization, highest and best use as vacant, excess land, site improvements, and entrepreneurial factors
Best exam move
Value land separately under its highest and best use before adding improvements.
Topic
Replacement and reproduction cost
What to know
Equivalent utility, current design, replica, historic detail, functional obsolescence, square-foot method, unit-in-place, quantity survey, index trending, local cost, direct cost, indirect cost, and date
Best exam move
Replacement usually avoids reproducing obsolete design, while reproduction copies it.
Topic
Entrepreneurial incentive and profit
What to know
Developer coordination, risk, market reward, cost versus value, incentive expectation, profit realized, development time, financing, lease-up, contingency, and market evidence
Best exam move
Total project cost can include a market-supported reward for undertaking development risk.
Topic
Accrued depreciation
What to know
Physical deterioration, functional obsolescence, external obsolescence, curable, incurable, deferred maintenance, short-lived item, long-lived item, age-life, breakdown, market extraction, and capitalization of income loss
Best exam move
Depreciation is value loss from any cause, not just physical wear.
Topic
Cost-approach reconciliation
What to know
Land value, site improvements, cost new, depreciation, contributory value, effective date, data quality, building age, special purpose, functional adequacy, market conditions, and approach weight
Best exam move
Add land to depreciated improvements and assess whether the result fits market evidence.

Which distinctions produce the most mistakes?

Terms
Subject vs. comparable
Difference
The subject is the property being valued. A comparable is market evidence adjusted to reflect the subject.
Question cue
Benchmark versus evidence.
Terms
Positive vs. negative adjustment
Difference
Add when the comparable is inferior. Subtract when the comparable is superior.
Question cue
Bring the comparable toward the subject.
Terms
Net vs. gross adjustment
Difference
Net adjustment is the algebraic total after positives and negatives offset. Gross adjustment is the sum of absolute adjustment amounts.
Question cue
Signed total versus total movement.
Terms
Quantitative vs. qualitative analysis
Difference
Quantitative analysis applies supported numbers. Qualitative analysis ranks or compares direction and magnitude when precise support is insufficient.
Question cue
Dollar or percent versus superior, similar, or inferior.
Terms
Replacement vs. reproduction cost
Difference
Replacement creates equivalent utility with current design. Reproduction creates a replica of the subject.
Question cue
Modern substitute versus exact duplicate.
Terms
Direct vs. indirect cost
Difference
Direct costs are labor and materials incorporated in construction. Indirect costs include professional fees, permits, financing, insurance, and other project overhead.
Question cue
Build the structure versus support the project.
Terms
Physical vs. functional depreciation
Difference
Physical deterioration comes from wear, age, damage, or deferred maintenance. Functional obsolescence comes from design, layout, capacity, or feature inadequacy.
Question cue
Condition problem versus utility problem.
Terms
Functional vs. external obsolescence
Difference
Functional loss originates within the property. External loss comes from outside economic, environmental, or locational influences.
Question cue
Obsolete floor plan versus nearby nuisance.
Terms
Chronological vs. effective age
Difference
Chronological age is time since construction. Effective age reflects observed condition, utility, maintenance, and market reaction.
Question cue
Calendar age versus apparent market age.

How should you solve a comparison or cost question?

  1. Define the subject, rights appraised, effective date, highest and best use, and relevant unit of comparison.
  2. Select and verify the most competitive sales, then identify transactional and property differences.
  3. Adjust each comparable toward the subject using market-supported evidence and consistent units.
  4. Reconcile adjusted indications by similarity, verification, adjustment size, and relevance rather than averaging.
  5. For cost, value land separately, estimate replacement or reproduction cost new, and include relevant direct, indirect, and entrepreneurial components.
  6. Identify all physical, functional, and external depreciation and decide whether each loss is curable or incurable.
  7. Subtract accrued depreciation from cost new, add land and site-improvement value, then test the result against market evidence.
Method
Sales comparison
Core relationship
Sale price plus or minus adjustments
Exam anchor
Adjust comparable to subject
Method
Inferior comparable
Core relationship
Add market-supported amount
Exam anchor
Comp lacks subject benefit
Method
Superior comparable
Core relationship
Subtract market-supported amount
Exam anchor
Comp has extra benefit
Method
Cost approach
Core relationship
Land plus cost new minus depreciation
Exam anchor
Separate land
Method
Age-life depreciation
Core relationship
Effective age divided by economic life
Exam anchor
Apply ratio to depreciable cost
Method
Improvement value
Core relationship
Cost new minus accrued depreciation
Exam anchor
Land is added afterward

How do the rules work in scenarios?

Comparable adjustment

Scenario: A comparable sold for $410,000 and has a garage worth $18,000 more than the subject's garage. No other differences are stated.

  1. The comparable is superior on garage utility.
  2. A superior comparable receives a negative adjustment.
  3. $410,000 minus $18,000 equals $392,000.

Answer: The adjusted comparable indication is $392,000.

Two adjustments

Scenario: A comparable sold for $500,000. It is $20,000 inferior in condition but $12,000 superior in site value.

  1. Add $20,000 for inferior condition.
  2. Subtract $12,000 for superior site.
  3. $500,000 + $20,000 - $12,000 = $508,000.

Answer: The adjusted indication is $508,000.

Age-life depreciation

Scenario: An improvement has a $600,000 replacement cost new, a 12-year effective age, and a 60-year total economic life.

  1. The age-life ratio is 12 ÷ 60 = 20%.
  2. Estimated depreciation is 20% × $600,000 = $120,000.
  3. Depreciated improvement value is $480,000.

Answer: The age-life method indicates $120,000 depreciation and $480,000 improvement value.

Complete cost approach

Scenario: Land is worth $150,000, cost new is $700,000, and accrued depreciation is $140,000. No separate site-improvement amount is stated.

  1. Depreciated improvement value is $700,000 - $140,000 = $560,000.
  2. Land is not depreciated in this calculation.
  3. $560,000 + $150,000 = $710,000.

Answer: The cost approach indicates $710,000.

What are the common exam traps?

Trap
The nearest sale is always the best comparable.
Correction
Market competition, rights, use, timing, characteristics, and verification matter.
Trap
Adjust the subject to match the comparables.
Correction
Adjust each comparable toward the subject.
Trap
Add for every feature the comparable has.
Correction
If the comparable is superior, subtract; if inferior, add.
Trap
A large net adjustment always means a poor comparable.
Correction
Positive and negative adjustments can offset, so examine gross adjustment and individual differences.
Trap
A recorded sale price proves an arm's-length market transaction.
Correction
Verify motivation, relationship, exposure, financing, concessions, and condition.
Trap
Replacement cost means an exact replica.
Correction
Reproduction copies; replacement provides equivalent utility.
Trap
Depreciation means only wear and tear.
Correction
It includes physical, functional, and external value loss.
Trap
Every defect is curable.
Correction
Correction must be practical and economically justified.
Trap
Apply improvement depreciation to land.
Correction
Land is valued separately in the cost approach.
Trap
The cost approach is automatically strongest for an old building.
Correction
Older improvements can make depreciation harder to estimate reliably.

Can you answer these original practice questions?

These questions are original study items aligned to the published outline. They are not copied, recalled, or predicted PSI questions.

1. A comparable lacks a feature the subject has. What is the usual adjustment direction?

  1. Add to comparable
  2. Subtract from comparable
  3. Adjust subject
  4. Ignore every difference
Show answer and explanation

Answer: A

The comparable is inferior, so add the feature's market-supported contribution to its sale price.

2. Which cost estimates a modern building with utility equivalent to the subject?

  1. Reproduction cost
  2. Replacement cost
  3. Historical cost only
  4. Assessed cost
Show answer and explanation

Answer: B

Replacement cost uses current design and materials to provide equivalent utility.

3. A poor floor plan causes value loss. What category is it?

  1. Physical deterioration
  2. Functional obsolescence
  3. External obsolescence
  4. Land depreciation
Show answer and explanation

Answer: B

Layout and design inadequacy arise within the property and are functional.

4. A nearby industrial nuisance reduces residential value. What category is it?

  1. External obsolescence
  2. Curable physical wear
  3. Reproduction cost
  4. Entrepreneurial profit
Show answer and explanation

Answer: A

The value influence comes from outside the property.

5. Land is $100,000, cost new is $500,000, and depreciation is $80,000. What is the cost indication?

  1. $420,000
  2. $480,000
  3. $520,000
  4. $680,000
Show answer and explanation

Answer: C

$500,000 - $80,000 + $100,000 = $520,000.

How should you study this area?

Session
1. Comparable selection
Focus
Rights, market area, use, buyer pool, date, location, design, size, condition, site, exposure, and verification
Proof you are ready
Rank eight candidate comparables and justify the top three.
Session
2. Adjustment sequence
Focus
Rights, financing, conditions, expenditures, market time, location, physical, economic, use, and nonrealty components
Proof you are ready
Order every adjustment in six sale grids.
Session
3. Adjustment math
Focus
Inferior, superior, dollar, percent, paired sales, unit comparison, net, gross, and reconciliation
Proof you are ready
Complete ten adjustment calculations without reversing direction.
Session
4. Cost new
Focus
Land value, replacement, reproduction, direct, indirect, entrepreneurial incentive, square-foot, unit-in-place, and quantity survey
Proof you are ready
Build a complete cost stack for four properties.
Session
5. Depreciation
Focus
Physical, functional, external, curable, incurable, effective age, economic life, age-life, and market extraction
Proof you are ready
Classify and calculate ten value-loss examples.
Session
6. Reconciliation
Focus
Data quality, similarity, adjustment size, special purpose, building age, approach reliability, and final indication
Proof you are ready
Score at least 90% and explain the weight given to every result.

Do not count recognition as mastery. Close the notes and explain the rule, apply it to a new fact pattern, and identify why each distractor fails.

Sales Comparison and Cost Approaches FAQ

What is the sales comparison approach?

It estimates value by comparing the subject with recently sold properties that buyers consider substitutes, then applying market-supported adjustments for material differences and reconciling the adjusted indications.

Which property is adjusted in the sales comparison approach?

The comparable is adjusted toward the subject. If the comparable is inferior on a value-relevant feature, add to its price. If it is superior, subtract from its price.

What makes a good comparable sale?

A good comparable competes with the subject in property rights, market area, use, physical characteristics, buyer pool, and timing, and has verifiable arm's-length terms. Proximity alone does not make a sale comparable.

What is paired-sales analysis?

It compares sales that are similar except for one value-relevant feature, so the price difference can indicate the market's reaction to that feature. Clean pairs are uncommon, and other differences must be controlled.

What is the cost approach formula?

A common form is value equals land value plus replacement or reproduction cost new of improvements, minus accrued depreciation, plus any contributory value of site improvements. The exact treatment follows the assignment.

What is the difference between replacement and reproduction cost?

Reproduction cost estimates a replica using the same design and materials. Replacement cost estimates a building with equivalent utility using current design, materials, and standards.

What are the three categories of depreciation?

Know physical deterioration, functional obsolescence, and external or economic obsolescence. Each loss can be curable or incurable depending on whether correction is economically justified and practically possible.

Does land depreciate in the cost approach?

Land is valued separately and is not depreciated as an improvement. Site contamination, legal limits, access, externalities, or market decline can reduce land value, but the improvement depreciation calculation is not applied to land.

When is the cost approach most useful?

It can be persuasive for newer construction, special-purpose property, proposed improvements, or insurance-oriented analysis when cost and land data are credible. Estimating depreciation in older property can reduce reliability.

Are these questions copied from PSI?

No. Every practice item is original and aligned to the public valuation outline.

Primary sources