RCN Capital Blog

5 Essential Tips Brokers Should Know When Evaluating Comps

Written by RCN Capital | Jun 26, 2025 3:30:00 PM

When an investor client asks, "What is a real estate comp?" you shouldn’t just give them a textbook answer—you should provide them with an easily understandable, action-oriented process. In 2025's fast-paced lending market, properly evaluating comparables for loans can make or break transactions. With rates hovering around 6.8% and housing supply still constricted in most markets, nailing real estate comps is more essential than ever. A tiny error in a property's after-repair value (ARV) can be the difference between a profitable flip and a money-losing blunder.

The problem? Not all comps are equal. Although online automated valuation models (AVMs) from platforms such as Zillow or Redfin provide a rough estimate, they tend to overlook the subtleties important to real estate investors. In reality, a study conducted recently revealed that AVMs may be up to 10-15% off in fast-moving markets. That's why smart brokers are pushing beyond the algorithms and becoming adept at manual comp analysis—a skill that's gaining greater value in today's competitive lending environment.

At RCN Capital, we’ve helped thousands of brokers fine-tune their comp evaluation process to secure better deals and minimize risk. Whether you’re underwriting a fix-and-flip or sizing up a buy-and-hold rental loan, your skill finding comparables translates directly into better loan decisions, stronger client trust, and increased commission opportunities.

The following are five vital tips—backed by industry facts and experienced knowledge—to assist brokers with mastering how to determine what a home is worth and use comps to make more intelligent loan decisions.

1. Define Your Comp Criteria

Why It Matters

Real estate comps (short for "comparables") are recent sales of comparable properties within the same market as a target home. Two-thirds of 2021 enterprise-backed mortgage appraisals included five or more comps, according to FHFA data. Brokers who exceed that standard can achieve even more accurate results.

Key Actions

  • Neighborhood Boundaries: Start within a 0.5-mile radius; expand to one mile only if you lack data.
  • Time Frame: Focus on sales within the last 3–6 months; in fast-appreciating markets, tighten this to 90 days.
  • Property Characteristics: Match square footage within ±10–25%, bedroom/bath count exactly, and similar lot sizes.
  • Property Type & Use: Only compare single-family homes to single-family, condos to condos, or multi-unit to multi-unit.

Pro Tip

Record your criteria upfront in a loan memo or underwriting file. Consistency not only enhances accuracy but also shows lenders and investors that your comps analysis is solid and reproducible.

2. Adjust for Key Differences in Features and Condition

Why It Matters

No two properties are alike. A 1,500-sq-ft house with a newly installed kitchen warrants a premium over one that requires a full rehab. Fannie Mae statistics reveal appraisers commonly manipulate comp values by as much as 5–10% for major upgrades.

Key Actions

  • Renovation Level (ARV vs. As-Is): Identify which comps sold turnkey (ARV) versus as-is. Use ARV comps if you’re financing a rehab loan.
  • Lot & Location Nuances: Premium ZIP codes, corner lots, or proximity to amenities (schools, transit) can shift value. Quantify these in dollar adjustments (e.g., +$10K for lake views).
  • Age & Construction Quality: Newer builds often fetch higher prices. Adjust older versus newer comps by a standardized percentage based on local trends.
  • Amenities & Upgrades: Pools, garages, smart-home upgrades, and landscaping can each contribute 2–5% to value—validate local premiums by researching recent sales.

Pro Tip

Develop a standard adjustment matrix in your underwriting tool. This accelerates analysis and keeps adjustments based on documented local market premiums.

3. Leverage Technology but Always Verify On-Site

Why It Matters

Internet-based tools such as Zillow, Redfin, and CoreLogic can bring comp data to the surface in seconds, but they're only as accurate as their source public records. Brokers who use only automated estimates will risk 3–5% valuation mistakes that can cause loan approvals to fail.

Key Actions

  • Start with MLS & Data Portals: Leverage your brokerage's MLS access for the most accurate, current comp data. Augment with third-party platforms for wider analysis.
  • GIS & Mapping Tools: Plot comps on a map to visually verify proximity and neighborhood consistency—particularly crucial in splintered urban markets.
  • On-Site Validation: Drive by or tour comps always to verify condition, changes in the neighborhood, and check amenities. Photographs and walk-through observations provide qualitative insight missing from data alone.

Pro Tip

Use technology complemented by boots-on-the-ground research. A 15-minute neighborhood drive will uncover recently changed development, such as new construction or zoning status changes, affecting comp validity.

4. Analyze Rental Comps for Income-Based Lending

Why It Matters

For rental portfolio and DSCR financing, lenders pay attention to cash flow more than sales price.

Key Actions

  • Gather Recent Rent Rolls: Pull comparable rental listings and lease data within 6 months in the same submarket.
  • Calculate Gross Rent Multipliers (GRM): Calculate the GRM by dividing the comparable sale by annual rent; use your subject property rent to come up with an estimate of market value.
  • Account for Expenses: Include maintenance, taxes, and management fees—usually 30–40% of gross rent—to project net operating income for DSCR calculation.

Pro Tip

Lead lenders to a side-by-side comparison table of 3–5 rental comps with rent, GRM, NOI, and DSCR metrics. This clearly illustrates cash flow feasibility, accelerating underwriting approval.

5. Present Your Comps with Clear Visuals & Narrative

Why It Matters

A list of figures in isolation is not enough. Brokers who present a compelling argument for their comps—blending charts, images, and a brief written report—gain lender trust and client confidence.

Key Actions

  • Comparative Table: Columns for address, sale date, sale price, square footage, bedroom/bath, adjustments, and adjusted price.
  • Map Snapshot: Embed a street-level map pinpointing subject and comp locations to emphasize proximity.
  • Photo Collage: Include exterior and key interior photos (kitchen, baths) to illustrate condition matching.
  • Executive Summary: Provide a 2–3 sentence summary describing your selection and adjustment rationale, noting market context (e.g., supply shortages, recent sales activity).

Pro Tip

Utilize BLN Software’s Loan Origination System to gain access to streamlined templates for loan applications, including pieces for comps and market analysis.

Turn Comps into Closing Power

Your ability to effectively evaluate real estate comparables is more than a useful skill, it gives you a competitive edge. Brokers who take the time to dig deeper into comps (beyond what Zillow provides) are the ones winning repeat business from investors. They’re also the ones avoiding costly valuation errors that can derail deals or lead to overleveraged loans. By creating stringent criteria, correcting for nuances, using technology and on-site checks, assessing rental comps for income loans, and arranging your findings in clear, visual presentations, you'll:

  • Accelerate underwriting approvals
  • Reduce deal fall-throughs
  • Strengthen borrower confidence
  • Drive repeat and referral business

In the data-driven lending market of 2025, brokers who are top-notch at comps and can effectively communicate their analysis will be where it's at. Begin incorporating these five suggestions into your workflow today, and watch your investment-lending pipeline flourish.

RCN Capital

To help your clients maximize the returns on their next investment, partner with a lender that can provide you with the best leverages and rates. RCN Capital lends to real estate professionals, commercial contractors, developers & small business owners across the nation. We provide short-term fix & flip financing, long-term rental financing, and new construction financing for real estate investors and lending partners. If you are looking to offer real estate financing to your clients, RCN Capital has competitive loan options and an award-winning broker referral program available to partners.