Real estate agent and property owner reviewing documents in a luxury chalet in Mont-Blanc

What documents do you need for an accurate chalet valuation?

A property valuation does not rely solely on a visit and a market comparison. To be accurate, it requires a set of documents that allow the agent to precisely understand what they are evaluating: the actual floor area, the property's history, and its technical and legal condition. Here is the complete list to prepare for your valuation appointment.

Ownership documents


- The sale deed or title deed (to confirm the floor area, annexes and rights attached to the property)
- The co-ownership regulations if the chalet is part of a co-ownership or housing development
- Any easements (right of way, right of view, etc.)

Technical documents

The EPC (Energy Performance Certificate)

Since 2021, the EPC is legally binding and its rating directly influences the value of the property. A chalet rated F or G will face a growing discount linked to upcoming energy renovation obligations. A valid EPC (less than 10 years old) is essential.

Additional surveys

Asbestos (if built before 1997), lead (before 1949), termites (depending on the area), condition of electrical and gas installations if more than 15 years old. These surveys allow the agent to factor in any potential discounts or work obligations in their assessment.

Plans and planning permission

The original plans of the chalet, planning permissions for any extensions or alterations carried out, and prior declarations of works allow the actual floor area and compliance to be verified. A chalet with space created without authorisation may have a reduced value or be difficult for the buyer to finance.

Documents relating to works carried out


- Invoices for renovation works (kitchen, bathroom, roofing, insulation, heating)
- Ten-year guarantees from contractors if the works are less than 10 years old
- Heating engineer's report or certificate of conformity for wood-burning stoves, inserts or fireplaces

Financial documents (if co-ownership)

- Service charge demands for the last 2 years
- Minutes of general meetings (to identify works voted on or planned)
- Amount of the works fund (Loi ALUR)

What these documents concretely change in the valuation

A chalet for which the owner has all of these documents will be valued more accurately and will sell more easily — as buyers and their bank will require these elements before any purchase agreement. Preparing your file in advance also saves time on the future transaction.

Book an appointment with MOMA Real Estate for a complete valuation
. We guide you on the documents to gather and carry out a precise and confidential assessment.

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