Identify who will use the report and how it will be reviewed.
Match scope, terminology, depth, and supporting record to the actual review group.
Market reports
Market reports prepared for a specific property, market, or assignment.
Each report is scoped to the question it must answer and identifies the market area, property set, sources, effective date, assumptions, and findings.
The report frame
A market report should address a defined property or market issue.
The audience, property or requirement, geography, time period, and intended use determine the scope. Supporting data is included when it helps the reader understand the conclusion or evaluate an alternative.
Define the property, market, time horizon, and decision to be addressed.
Define the property, market, time horizon, client position, and decision under review.
Use current, relevant, sourced evidence and disclose material counterevidence.
Select current, relevant, sourced observations and preserve material counterevidence.
State how the findings affect pricing, timing, leverage, risk, and next steps.
Connect the record to timing, pricing, leverage, risk, alternatives, and next action.
Report desk
Report formats for different assignments.
The format and level of detail depend on the decision, audience, and required review process.
Decision memorandum
A decision memorandum addresses a pending choice.
It states the question, summarizes the most relevant evidence, notes credible alternatives, and explains the implications as of a specific date.
- Use
- Pricing, location, strategy, timing, or negotiation
- Scope
- Specific property, requirement, or competitive set
- Close
- Implications, alternatives, and next action
Market watch
A market watch tracks material changes.
It establishes a baseline and follows listings, transactions, tenant or buyer requirements, deliveries, pricing, and other events that could materially affect the assignment.
- Base
- Current view and decision assumptions
- Watch
- Defined market events and thresholds
- Escalate
- Conditions requiring review or action
Change report
A change report compares new information with the prior baseline.
It identifies what changed and explains whether the earlier conclusion or recommended course should be reconsidered.
- Then
- Prior record, view, and decision posture
- Now
- New facts, changes, and market movement
- Effect
- Revised implications and required response
Committee record
A committee report supports formal review.
It documents the assignment, methodology, evidence, assumptions, sensitivities, alternatives, recommendation, and approval conditions.
- Record
- Sources, assumptions, analysis, and limits
- Test
- Alternatives, sensitivities, and counterevidence
- Decide
- Recommendation, authority, and conditions
The report record
What a market report contains.
The reader should be able to identify the question, review the supporting evidence, understand the analysis, and see where assumptions or professional judgment affect the conclusion.
Executive conclusion
The question, current market view, most important evidence, and the commercial implication in concise form.
Research record
Scope, geography, sources, dates, selection logic, observations, exclusions, and material data limitations.
Analysis
Market conditions, relevant comparisons, supply and demand balance, counterevidence, and alternative interpretations.
Recommended action
Recommended posture, available alternatives, conditions, watch items, timing, and the next review or action point.
Reporting discipline
Reporting standards.
Each report distinguishes observed facts, analysis, recommendations, assumptions, and areas of uncertainty.
The assignment is clearly scoped.
The audience, property or requirement, market, decision, and effective date are stated clearly.
Sources remain available for review.
Material evidence retains its source, date, status, selection rationale, and verification level.
Analysis accompanies the findings.
The report explains why the evidence matters and identifies credible alternative interpretations where appropriate.
The conclusion states the implications, alternatives, and recommended action.
The conclusion identifies commercial implications, available options, monitoring items, and the next decision point.
Connected work
Related research and advisory services.
PlaceSubmarket Research
Define the competitive geography and current conditions around the question.
↗EvidenceComparable AnalysisBuild and interpret the relevant transaction, lease, and offering record.
↗PressureSupply & DemandRead competitive inventory, active requirements, and market movement together.
↗CourseAsset StrategyCarry the evidence into a defensible property-level decision path.
↗Request a report
What property or market issue should the report address?
Provide the intended audience, property or requirement, market, reporting period, and the question to be answered.