1 Public Sources for Property Values

2 Before Starting a Search… No Free Public Source that you can enter in First & Last Names and get all the property a person owns Need property location: county, state and/or city street address  Helps to have a full name or spouse name to eliminate like first/ last names Not all counties have property values online Looking for Total Market Value, Total Assessed Value or Total Appraisal Value

3 Public Sources for Property Values Sources: NETROnline Real Estate Records and Public Records Research, Tax Assessor Database (Northwestern University): North Carolina County GIS Data, NCSU Property Assessment Databases: The University of Virginia – Portico Property Site: Realtor.com- Domania -

4 1. NETROnline Real Estate Records and Public Records Research, *Click on Public Records Online in the left column

5 1. NETROnline Real Estate Records and Public Records Research, *Click on State Initials below the US Map

6 1. NETROnline Real Estate Records and Public Records Research, *Go to County Scroll Bar (Left Column) and Click on County

7 1. NETROnline Real Estate Records and Public Records Research, *Enter Last Name and First Name or Street Address

8 1. NETROnline Real Estate Records and Public Records Research, *Example: Orange County, NC’s Parcel Information

9 1. NETROnline Real Estate Records and Public Records Research, *Some may only have the County Assessor’s website, without any online property information

10 1. NETROnline Real Estate Records and Public Records Research, *Other Counties will have no information at all

11 2. Tax Assessor Database (Northwestern University): *Click on State Name

12 2. Tax Assessor Database (Northwestern University): *Scroll down and Click on County

13 2. Tax Assessor Database (Northwestern University): *Enter Address; note it does not search by Name

14 2. Tax Assessor Database (Northwestern University): *Click on Parcel ID

15 2. Tax Assessor Database (Northwestern University): *Click on Values

16 2. Tax Assessor Database (Northwestern University): *Example: Fulton County, GA; note the Appraised Value compared to the Assessed value

17 3. North Carolina County GIS Data, NCSU *Scroll down to Counties

18 3. North Carolina County GIS Data, NCSU *Scroll down to County and Click on Web mapping

19 3. North Carolina County GIS Data, NCSU *Click on Parcel Search

20 3. North Carolina County GIS Data, NCSU *Enter Owner Name or Address

21 3. North Carolina County GIS Data, NCSU *Click on the Plus beside the name

22 3. North Carolina County GIS Data, NCSU *Scroll down the list and click on Get Property Record Card

23 3. North Carolina County GIS Data, NCSU *Go to the Last Page of the Property Card

24 Non-Conventional Assessment Value States Some states Do not list the Total Appraisal or Total Market Values (by statute). Examples: California, New York, New Jersey, Chicago, IL Use Realtor.com or Domania.com to check for sale values of properties in the same neighborhood Check to get an idea of the county’s multiplierhttp:// Use our presentation notes to figure total appraisal value Send Research the Name and/or Address and we will figure out total assessed value

25 Public Sources for Property Values Search Tips: Websites are only as updated as the county has time and resources to keep up: some update very often, others in a given time frame (yearly or 4 years, etc.) Counties add services and update services, so some sites may become inactive from time-to-time for updates or the assessor’s web address may change Some search only by property address or parcel ID #; not by owner name

26 Google “Property Tax” or “GIS” You may find it easier to simply Google county + state +”Property Tax” Example: Wake County NC Property Tax 9 out of 10 times, the top search result will be what you are looking for. If that doesn’t work, try it with county + state + “GIS” Example: Chatham County NC GIS

27 Rating Prospects with Property Estimating Net Worth based on real estate is simply an estimate. $1 million home does not necessarily = Millionaire Factors such as debt load, high mortgage loans, property inheritance, retirement, ill spouse, children in college, etc. may make a prospect incapable of making a major gift, even with a multimillion dollar home. Also be careful about limiting property ownership to one county – many prospects own beach property and summer homes in other states. Keep in mind that no wealth indicator is an absolute assurance of expendable wealth and certainly not likelihood of giving.

28 Screening Rating can be based on value of real estate These (approximate) ranges are based on calculations that estimate total assets, total debt and net worth. Giving can be in the form of a one time gift or over 5 years. (5% of net worth) $175,000 to $700,000 = E2 ($25K - $99K) $700,000 to $3.5 million = D2 ($100K - $499K) $3.5M - $6.9 million = C2 ($500K - $999K) $7M - $34M = B2 ($1M - $4.9 million) $35 million or more = A2 ($5 million+) Again, this is using real estate only – it is best to collect as much information as possible regarding assets of a prospect, but it can give you an estimate of capability.

29 Final tips If you know the prospect owns a real estate company or business, you can search for property owned by it. Websites such as Zillow.com can give additional estimates on market value (key word = estimate) Searching wealthy zip codes and neighborhoods can also reveal potential prospects. Research has access to databases that help verify real estate owned throughout the country, including past sales of property. Contact Janice Proffit with Research requests