Prioritization of Source Data Necessary for the Valuation of Real Estate with Mineral Deposits

Kinga Szopińska, Małgorzata Krajewska, Agnieszka Bieda, Peter Blistan

Prioritization of Source Data Necessary for the Valuation of Real Estate with Mineral Deposits

Číslo: 2/2024
Periodikum: Acta Montanistica Slovaca
DOI: 10.46544/AMS.v29i2.17

Klíčová slova: valuation, special property, mineral deposit, source documentation, business technique, MoSCoW, Action Priority Matrix, Poland

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Anotace: Real estate valuation with mineral deposits in Poland can be

conducted using comparative, income, and cost approaches. When
determining the value of such real estate, a property valuer must
obtain information from multiple sources. These sources not only
help to establish the legal status but also allow for determining the
type of geological and mining asset of the deposit, characterizing and
assessing the quality of the deposit, describing the deposit's
resources, and evaluating the exploitation potential. Analysis of the
source documentation also enables the assessment of the
environmental state post-exploitation and helps determine the
external conditions related to the liquidation of deposits after
exploitation. The need to include the above information in the
appraisal report requires the property valuer to gather a large amount
of source information scattered across private and institutional
resources. Therefore, this study aims to identify and prioritize the
source data necessary for the valuation process of land properties
with mineral deposits in Poland using selected business techniques.
As part of achieving the research goal, the method of valuing the
subject special property will be recognized, and the source materials
will be identified. Their prioritization will be performed using two
business techniques: the MoSCoW method and the Action Priority
Matrix. In the final stage of the study, utility classes of the source
materials for the valuation of the subject property will be developed.