Charity Act Property Valuations

HRE Group® are RICS Chartered Surveyors and Registered Valuers providing Red Book compliant property valuations across London and the South East.


We regularly report for Charities, detailing opinion of Market Rent and Market Value for Charity Act 2022 Purposes.  

Property Valuations for Charity Act Compliance


  • A typical requirement when charities dispose of (sells, leases for over 7 years, or transfers) land or property


  • The need for independent professional advice can be satisfied via a suitable report able to act as a Section 119 Report


  • A Red Book Valuation for Charity Act Purposes can act as the above and provide a formal, independent valuation report


  • An HRE Group® report aims to ensure the relevant charity understands and is well placed to obtain the best price or "best terms reasonably possible" in the market, safeguarding their assets and its beneficiaries.

HRE Group® undertake property valuations for Charity Act 2022 Purposes.


When a charity disposes of property, trustees must obtain appropriate advice to ensure the transaction represents the best terms reasonably obtainable for the charity.


Valuations are carried out in accordance with UKVPGA 8 of the Red Book and effectively provides the client with a Section 119 Report.


View our full suite of valuation services. 


When Is a Charity Act Valuation Required?


  • Sale of charity-owned property
  • Lease of charity property
  • Transfer of land or buildings
  • Disposal of investment property
  • Restructuring of charity property assets


Advice to Charity Trustees


Our Registered Valuers will provide clear valuation approach alongside market evidence and relate back to Charity Commission guidance to ensure our reporting is as 'user-friendly' as possible.  In doing so we cover off the following:


  • Detailed assessment of market value in existing use and after capital expenditure where relevant
  • Advice on marketing strategy
  • Consideration of proposed transaction terms where needed
  • Confirmation that the disposal reflects market value and represents best terms


Types of Property We Value


  • Charity-owned residential property
  • Commercial buildings
  • Mixed-use property
  • Development sites
  • Investment portfolios
  • Land


Our Valuation Process


  1. Instruction from trustees or advisors
  2. Property inspection where appropriate
  3. Analysis of comparable market evidence
  4. Preparation of Red Book compliant valuation report
  5. Delivery of report suitable for Charity Act purposes


Why Instruct HRE Group®


  • RICS Chartered Surveyors
  • RICS Registered Valuers
  • Experience advising trustees across a range of land and property cases
  • Clear and independent valuation advice
  • Strong knowledge of London and Home County property markets


Related Valuation Services


Our valuers also undertake property valuations for taxation, probate and other statutory purposes.



Geographic Coverage


  • London
  • Central London
  • North London
  • East London
  • West London
  • South London
  • Bedfordshire
  • Berkshire
  • Buckinghamshire
  • Cambridgeshire
  • East Sussex
  • Essex
  • Hampshire
  • Hertfordshire
  • Kent
  • Oxfordshire
  • Surrey
  • West Sussex