1. The ERC® Broker’s Market Analysis and Strategy Report
Coalition Corner:
Business training tools for HR staff, real estate licensees and other
service professionals in the relocation and real estate industries
The ERC® Broker’s Market Analysis and Strategy Report
© 2005, Employee Relocation Council/Worldwide ERC® Coalition

2. Program Objectives
This program supplements a monthly editorial feature in ERC®’s Mobility magazine
This segment will:
Examine the evolution, purpose and current uses of the ERC® Broker’s Market Analysis and Strategy Report (BMA) in the context of a managed move

3. Introduction
In a managed move (i.e., one initiated/sponsored by an employer and/or overseen by relocation management company [RMC]), formal assistance programs are typically offered to facilitate the move from location A to location B
Employers and RMC representatives typically share information about multiple properties across many nationwide markets, creating a tremendous need for accurate and consistent information
ERC®’s Broker Market Analysis and Strategy Report (BMA) was designed to help meet that need; and was drafted, field-tested and revised by individuals from all segments of the relocation industry, including:
Corporations or employing organizations
Relocation Management Companies
Real Estate Brokers
Transferees

4. Background Information
BMA initially designed (in 1989) to be used in conjunction with the appraisal process during a traditional corporate homesale program (corporation or third party company bought transferee’s home to resell)
As typical home-marketing and relocation assistance programs changed, form was updated in ’91 and ’96 to reflect two current, primary uses:
Provide valuable information as part of the overall homesale assistance program
Assist in devising home-marketing strategy

5. Defining the BMA What the BMA is NOT: Not an appraisal
Not a home inspection

6. Defining the BMA What the BMA IS:
Glimpse at the property from the real estate broker’s perspective
Tool for diligent analysis of the subject property ‘s condition, competition and future marketability by real estate broker
Broker’s estimate and report on the subject property’s:
Most likely sales price “as is” and “with repairs and improvements”
Most likely net price “as is” and “with repairs and improvements” assuming a reasonable marketing time (typically no more than 120 days)

7. Defining the BMA Three-page form supplying such information as:
Likely financing
Property details
Local market/recent sales
Generally supplied to employer and/or RMC representative and often to the transferring employee
Helps provide tangible evidence to support best marketing strategy for the property

8. In Summary…
The BMA is a tool for enabling the real estate broker to analyze and report on:
Subject property’s condition
Other listed properties with which the subject must compete
Recently sold properties
Marketability of subject property

9. For More Information…
Copies are available via ERC®’s “forms portal” at
More in-depth training tools on completing and using the BMA are available at (see the “resource center” section under the “PERC-USATM” tab, or call ERC ® at )