图书目录

目 录

第一章 绪论···················································································································1

第一节 房地产估价的含义与特点..................................................................................... 1

一、房地产估价的含义................................................................................................ 1

二、房地产估价的特点................................................................................................ 4

第二节 房地产估价的必要性............................................................................................. 6

一、土地使用权出让的需要........................................................................................ 6

二、房地产转让的需要................................................................................................ 6

三、房地产抵押贷款的需要........................................................................................ 6

四、房地产保险业务的需要........................................................................................ 7

五、房地产税收业务的需要........................................................................................ 7

六、房地产征用补偿的需要........................................................................................ 7

七、房地产损害赔偿的需要........................................................................................ 7

八、房地产纠纷调处的需要........................................................................................ 8

九、企业有关经济行为的需要.................................................................................... 8

十、房地产行政管理的需要........................................................................................ 8

第三节 房地产估价行业的发展概况及趋势..................................................................... 8

一、房地产估价行业的发展概况................................................................................ 9

二、房地产估价行业的发展趋势.............................................................................. 13

本章小结...............................................................................................................................15

综合练习...............................................................................................................................16

推荐阅读资料.......................................................................................................................17

网上资源...............................................................................................................................17

第二章 房地产价格的特征与类型·················································································18

第一节 房地产价格的含义与形成基础........................................................................... 18

一、房地产价格的含义.............................................................................................. 18

二、房地产价格的形成条件...................................................................................... 18

三、房地产价格形成的理论基础.............................................................................. 19

第二节 房地产价格的特征............................................................................................... 21

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一、地价与一般物品价格的不同.............................................................................. 21

二、房地产价格的特征.............................................................................................. 22

第三节 房地产价格的类型............................................................................................... 23

一、市场价格、评估价格.......................................................................................... 24

二、土地价格、建筑物价格、房地产价格.............................................................. 24

三、所有权价格、使用权价格、租赁价格和抵押价格.......................................... 25

四、基准地价、标定地价和建筑物重置价格.......................................................... 26

五、出让底价、征地价格、课税价格、补地价...................................................... 26

六、拍卖价格、挂牌价格、招标价格、协议价格.................................................. 27

七、起价、均价、标价.............................................................................................. 28

八、总价格、单位价格、楼面地价.......................................................................... 28

九、收益价格、比准价格、积算价格...................................................................... 29

本章小结...............................................................................................................................29

综合练习...............................................................................................................................30

推荐阅读资料.......................................................................................................................31

网上资源...............................................................................................................................31

第三章 房地产价格的影响因素·····················································································32

第一节 房地产价格的影响因素概述............................................................................... 32

一、房地产价格影响因素的特点.............................................................................. 32

二、房地产价格影响因素的分类.............................................................................. 34

第二节 影响房地产价格的一般因素............................................................................... 35

一、社会因素.............................................................................................................. 35

二、经济因素.............................................................................................................. 37

三、行政因素.............................................................................................................. 39

四、其他因素.............................................................................................................. 41

第三节 影响房地产价格的区域因素............................................................................... 42

一、商服业繁华程度.................................................................................................. 42

二、交通状况.............................................................................................................. 43

三、基本设施的完备程度.......................................................................................... 43

四、区域环境条件...................................................................................................... 43

第四节 影响房地产价格的个别因素............................................................................... 43

一、土地的个别因素.................................................................................................. 44

二、建筑物的个别因素.............................................................................................. 45

目 录

XIII

本章小结...............................................................................................................................46

综合练习...............................................................................................................................47

推荐阅读资料.......................................................................................................................48

网上资源...............................................................................................................................48

第四章 房地产估价的原则与程序·················································································49

第一节 房地产估价的原则............................................................................................... 49

一、合法原则.............................................................................................................. 50

二、公平原则.............................................................................................................. 51

三、替代原则.............................................................................................................. 51

四、最佳使用原则...................................................................................................... 52

五、估价时点原则...................................................................................................... 53

六、供求原则.............................................................................................................. 54

七、房地结合原则...................................................................................................... 54

八、预期收益原则...................................................................................................... 54

第二节 房地产估价的程序............................................................................................... 55

一、获取估价业务...................................................................................................... 55

二、明确估价事项...................................................................................................... 56

三、签订估价合同...................................................................................................... 58

四、制定估价计划...................................................................................................... 59

五、搜集估价资料...................................................................................................... 60

六、勘察估价对象...................................................................................................... 61

七、选定估价方法...................................................................................................... 62

八、确定估价结果...................................................................................................... 62

九、撰写估价报告...................................................................................................... 63

十、交付估价报告...................................................................................................... 63

本章小结...............................................................................................................................63

综合练习...............................................................................................................................63

推荐阅读资料.......................................................................................................................65

网上资源...............................................................................................................................65

第五章 市场比较法·······································································································66

第一节 市场比较法概述................................................................................................... 66

一、市场比较法的基本概念...................................................................................... 66

二、市场比较法的理论依据...................................................................................... 67

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三、市场比较法的应用条件...................................................................................... 67

四、市场比较法的估价程序...................................................................................... 68

第二节 可比实例的搜集与选取....................................................................................... 69

一、搜集交易实例...................................................................................................... 69

二、选取可比实例...................................................................................................... 72

三、建立可比基础...................................................................................................... 73

第三节 市场比较法的各项修正....................................................................................... 74

一、交易情况修正...................................................................................................... 75

二、交易日期修正...................................................................................................... 77

三、区域因素修正...................................................................................................... 79

四、个别因素修正...................................................................................................... 81

五、容积率修正.......................................................................................................... 82

六、土地使用年期修正.............................................................................................. 83

第四节 市场比较法的计算公式....................................................................................... 83

一、基本修正公式...................................................................................................... 84

二、直接比较法修正公式.......................................................................................... 84

三、间接比较法修正公式.......................................................................................... 85

四、扩展修正公式...................................................................................................... 85

五、比准价格的计算公式.......................................................................................... 85

第五节 市场比较法的总结与应用................................................................................... 86

一、市场比较法总结.................................................................................................. 87

二、市场比较法应用.................................................................................................. 87

本章小结...............................................................................................................................93

综合练习...............................................................................................................................93

推荐阅读资料.......................................................................................................................97

网上资源...............................................................................................................................97

第六章 收益还原法····································································································98

第一节 资金的时间价值................................................................................................... 98

一、资金时间价值的概念.......................................................................................... 98

二、资金时间价值的计算.......................................................................................... 99

三、现金流量图.........................................................................................................100

四、资金等值的计算.................................................................................................100

第二节 收益还原法概述..................................................................................................104

目 录

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一、收益还原法的基本概念.....................................................................................104

二、收益还原法的基本原理.....................................................................................104

三、收益还原法的适用范围.....................................................................................105

四、收益还原法的估价步骤.....................................................................................105

第三节 收益还原法的计算公式......................................................................................105

一、基本公式.............................................................................................................105

二、纯收益相同的公式.............................................................................................106

三、纯收益前若干年有变化的公式.........................................................................106

四、纯收益按等差级数变化的公式.........................................................................107

五、纯收益按等比级数变化的公式.........................................................................107

六、预知未来若干年后房地产价格的公式.............................................................108

第四节 收益还原法中的纯收益......................................................................................110

一、纯收益的含义.....................................................................................................111

二、客观总收益的组成.............................................................................................111

三、客观总费用的组成.............................................................................................112

四、租约对纯收益的影响.........................................................................................113

第五节 收益还原法中的还原利率..................................................................................114

一、还原利率的实质.................................................................................................114

二、还原利率的求取方法.........................................................................................115

三、还原利率的种类.................................................................................................117

第六节 收益还原法中的收益年限..................................................................................118

一、收益年限的确定原则.........................................................................................118

二、收益年限的确定方法.........................................................................................119

第七节 收益还原法的总结与应用..................................................................................121

一、收益还原法总结.................................................................................................121

二、收益还原法应用.................................................................................................123

本章小结.............................................................................................................................125

综合练习.............................................................................................................................125

推荐阅读资料.....................................................................................................................127

网上资源.............................................................................................................................127

第七章 成本逼近法·····································································································129

第一节 成本逼近法概述..................................................................................................129

一、成本逼近法的基本概念.....................................................................................129

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二、成本逼近法的基本原理.....................................................................................130

三、成本逼近法的适用范围.....................................................................................130

四、成本逼近法的应用条件.....................................................................................131

五、成本逼近法的估价步骤.....................................................................................132

第二节 新开发土地的成本逼近法..................................................................................132

一、基本公式.............................................................................................................132

二、新开发土地的估价程序.....................................................................................133

三、新开发土地的估价实例.....................................................................................138

第三节 新建房地产的成本逼近法..................................................................................139

一、基本公式.............................................................................................................139

二、新建房地产价格的构成.....................................................................................139

三、新建房地产的估价实例.....................................................................................141

第四节 旧房地产的成本逼近法......................................................................................141

一、基本公式.............................................................................................................142

二、重新构建价格.....................................................................................................142

第五节 建筑物折旧的确定方法......................................................................................145

一、建筑物折旧的含义.............................................................................................145

二、建筑物折旧的求法.............................................................................................147

三、建筑物新旧的判定标准.....................................................................................152

第六节 成本逼近法的总结与应用..................................................................................153

一、成本逼近法总结.................................................................................................153

二、成本逼近法应用.................................................................................................154

本章小结.............................................................................................................................157

综合练习.............................................................................................................................157

推荐阅读资料.....................................................................................................................159

网上资源.............................................................................................................................159

第八章 假设开发法·····································································································160

第一节 假设开发法概述..................................................................................................160

一、假设开发法的含义.............................................................................................161

二、假设开发法的基本思路.....................................................................................161

三、假设开发法的理论依据.....................................................................................162

四、假设开发法的适用范围.....................................................................................162

五、假设开发法的应用条件.....................................................................................162

目 录

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六、假设开发法的计算公式.....................................................................................163

第二节 假设开发法的估价步骤......................................................................................164

一、调查估价对象的基本情况.................................................................................165

二、确定最佳的开发利用方式.................................................................................165

三、估算房地产的开发经营期.................................................................................166

四、预测开发完成后的市场价值.............................................................................166

五、估算开发过程中的各项费用.............................................................................166

六、计算待开发房地产的价格.................................................................................167

第三节 假设开发法的估价方法......................................................................................167

一、计息法.................................................................................................................167

二、折现法.................................................................................................................168

三、计息法与折现法的优缺点.................................................................................170

第四节 假设开发法的总结与应用..................................................................................170

一、假设开发法总结.................................................................................................170

二、假设开发法应用.................................................................................................171

本章小结.............................................................................................................................177

综合练习.............................................................................................................................177

推荐阅读资料.....................................................................................................................180

网上资源.............................................................................................................................180

第九章 长期趋势法·····································································································181

第一节 长期趋势法概述..................................................................................................181

一、长期趋势法的基本原理.....................................................................................181

二、长期趋势法的适用条件.....................................................................................182

三、长期趋势法的主要特征.....................................................................................182

四、长期趋势法的操作步骤.....................................................................................183

第二节 平均增减量法......................................................................................................183

一、平均增减量法的计算公式.................................................................................184

二、平均增减量法的应用举例.................................................................................184

第三节 平均发展速度法..................................................................................................185

一、平均发展速度法的计算公式.............................................................................185

二、平均发展速度法的应用举例.............................................................................186

第四节 移动平均法..........................................................................................................186

一、移动平均法的分类.............................................................................................187

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二、简单移动平均法的基本思路.............................................................................187

三、简单移动平均法的应用举例.............................................................................188

第五节 数学曲线拟合法..................................................................................................189

一、直线趋势法的基本原理.....................................................................................189

二、直线趋势法的应用举例.....................................................................................190

第六节 指数修匀法..........................................................................................................194

本章小结.............................................................................................................................195

综合练习.............................................................................................................................195

推荐阅读资料.....................................................................................................................197

网上资源.............................................................................................................................197

第十章 路线价法········································································································198

第一节 路线价法概述......................................................................................................198

一、路线价法的基本概念.........................................................................................198

二、路线价法的基本原理.........................................................................................199

三、路线价法的计算公式.........................................................................................200

四、路线价法的适用范围和条件.............................................................................200

第二节 路线价法的估价步骤..........................................................................................201

一、划分路线价区段.................................................................................................201

二、设定标准深度.....................................................................................................201

三、确定标准宗地.....................................................................................................201

四、评估路线价.........................................................................................................202

五、制作深度指数表.................................................................................................202

六、计算各宗地价格.................................................................................................202

第三节 深度指数表的制作..............................................................................................202

一、深度指数的制作原理.........................................................................................203

二、深度指数的制作方法.........................................................................................205

三、其他因素的修正.................................................................................................208

第四节 路线价法的总结与应用......................................................................................208

一、路线价法总结.....................................................................................................209

二、路线价法应用.....................................................................................................209

本章小结.............................................................................................................................214

综合练习.............................................................................................................................215

推荐阅读资料.....................................................................................................................217

目 录

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网上资源.............................................................................................................................217

第十一章 城镇土地定级·····························································································218

第一节 城镇土地定级概述..............................................................................................218

一、城镇土地分等与定级.........................................................................................218

二、城镇土地定级原则.............................................................................................219

三、城镇土地定级方法.............................................................................................220

四、城镇土地定级流程.............................................................................................220

第二节 定级因素指标体系..............................................................................................221

一、综合定级与分类定级.........................................................................................222

二、城镇土地定级因素.............................................................................................222

第三节 定级因素权重确定..............................................................................................224

一、Delphi法..............................................................................................................225

二、因素成对比较法.................................................................................................226

三、层次分析法.........................................................................................................227

第四节 资料的收集与调查..............................................................................................227

一、土地定级的工作底图.........................................................................................227

二、土地定级资料的收集与调查.............................................................................228

第五节 定级因素分值计算..............................................................................................230

一、基本概念解释.....................................................................................................230

二、评价单元划分.....................................................................................................231

三、定级因素分值的计算.........................................................................................231

四、定级单元总分值的计算.....................................................................................233

第六节 土地级别的划分与确定......................................................................................234

一、土地级别的初步划分.........................................................................................234

二、土地级别的验证与确定.....................................................................................235

三、城镇土地定级成果表达.....................................................................................237

本章小结.............................................................................................................................237

综合练习.............................................................................................................................238

推荐阅读资料.....................................................................................................................239

网上资源.............................................................................................................................240

第十二章 基准地价修正系数法···················································································241

第一节 基准地价评估概述..............................................................................................241

一、基准地价的含义.................................................................................................241

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二、基准地价的特征.................................................................................................242

三、基准地价的作用.................................................................................................243

四、基准地价评估的工作思路.................................................................................244

五、基准地价评估的技术路线.................................................................................244

第二节 基准地价评估的程序及趋势..............................................................................245

一、基准地价评估的程序.........................................................................................245

二、基准地价成果更新.............................................................................................249

三、基准地价评估发展趋势.....................................................................................250

第三节 基准地价修正系数法..........................................................................................251

一、基准地价修正系数法的概念.............................................................................251

二、基准地价修正系数法的原理.............................................................................251

三、基准地价修正系数法的特点.............................................................................252

四、基准地价修正因素.............................................................................................252

五、基准地价修正系数法的估价程序.....................................................................253

第四节 基准地价修正系数法实例..................................................................................256

一、估价对象概况.....................................................................................................256

二、估价方法与估价过程.........................................................................................256

本章小结.............................................................................................................................260

综合练习.............................................................................................................................260

推荐阅读资料.....................................................................................................................262

网上资源.............................................................................................................................262

第十三章 房地产估价报告··························································································263

第一节 房地产估价报告的作用和要求..........................................................................263

一、房地产估价报告的作用.....................................................................................263

二、房地产估价报告的要求.....................................................................................264

第二节 房地产估价报告的形式和内容..........................................................................265

一、房地产估价报告的形式.....................................................................................265

二、房地产估价报告的内容.....................................................................................265

三、土地估价报告的内容.........................................................................................268

四、国家对房地产估价报告的有关规定.................................................................269

第三节 房地产估价报告实例..........................................................................................270

本章小结.............................................................................................................................278

综合练习.............................................................................................................................278

目 录

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推荐阅读资料.....................................................................................................................280

网上资源.............................................................................................................................280

第十四章 国外房地产估价制度···················································································281

第一节 国外评估业的发展..............................................................................................281

一、20世纪前评估业的发展.....................................................................................281

二、20世纪评估业的发展.........................................................................................282

第二节 美国的房地产估价制度......................................................................................283

一、美国评估促进会和估价基金会.........................................................................283

二、行业估价协会.....................................................................................................284

第三节 英国的房地产估价制度......................................................................................286

一、英国皇家特许测量师学会(RICS)简介........................................................287

二、英国皇家特许测量师学会会员资格取得.........................................................287

三、英国土地评估师执业情况.................................................................................289

第四节 日本的房地产估价制度......................................................................................289

一、日本不动产估价制度的历史.............................................................................290

二、日本不动产鉴定评价制度的内容介绍.............................................................290

三、不动产鉴定士的行为规范.................................................................................292

第五节 国外房地产估价制度的分析比较......................................................................292

一、国外房地产估价制度的分析比较.....................................................................293

二、国外房地产估价制度的借鉴意义.....................................................................293

本章小结.............................................................................................................................295

综合练习.............................................................................................................................295

推荐阅读资料.....................................................................................................................295

网上资源.............................................................................................................................295

第十五章 房地产估价信息系统···················································································296

第一节 管理信息系统和地理信息系统..........................................................................296

一、管理信息系统.....................................................................................................297

二、地理信息系统.....................................................................................................299

第二节 房地产估价信息系统概述..................................................................................302

一、房地产估价信息系统的开发背景.....................................................................303

二、房地产估价信息系统的开发要求.....................................................................304

第三节 房地产估价信息系统的设计与开发..................................................................306

一、系统设计概述.....................................................................................................306

房地产估价

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二、系统结构设计.....................................................................................................307

三、系统数据库设计.................................................................................................308

四、系统功能设计.....................................................................................................310

五、展望.....................................................................................................................317

本章小结.............................................................................................................................318

综合练习.............................................................................................................................318

推荐阅读资料.....................................................................................................................318

网上资源.............................................................................................................................318

参考文献······················································································································319