Historical Value

  • purchase price
  • does not change, ever
  • in the books: actual historical, never higher than historical value

Exception under IFRS

  • IAS 40, IFRS
  • if real estate is held for investment purposes you can choose fair value

Fair Value

  • current market value when selling to neutral buyer
  • may fluctuate according to market value
  • how to find the market value?
    • active market stock price, copper price
    • compare to market my glass sphere tells me price X if I would sell now
    • formulas discounted Cash Flow of the next years (e.g. with buildings it would be rent)
  • not allowed in most European GAAPs (AT, DE, etc)

Signa Overvalue Case

  • Donald Trump did not do the same, he probably just made up numbers for the banks
  • real estate firm going bankrupt
  • overvaluing occured because of
    • Discounting with discounting rate of almost 0
    • it is allowed to value the asset at the expected value after an e.g. sanitation project
    • very optimistic planning of projects

Example - 1st Discrict

  • bought a house in 1st District for 50.000 historical
  • current fair value would be 50.000.000
  • historical value caps value at 50.000 except if under IAS 40
  • fair value would be relevant to investors anyway