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Advisor(s)
Abstract(s)
O objectivo da presente dissertação é o estudo e desenvolvimento de um modelo de avaliação de imóveis históricos: os edifícios classificados como Monumentos Nacionais - “MN”, os Imóveis de Interesse Público - “IIP”, os imóveis de Interesse Municipal - “IIM”, e todos os imóveis cuja arquitectura e história os façam distinguir pela sua singularidade e marco, enquanto memória a preservar.
A investigação realizada, permitiu compreender a forma, como são actualmente avaliados os imóveis históricos.
A pesquisa incidiu no património edificado nacional, considerando as respectivas características, que os definem como imóveis a preservar. Foi observado um conjunto de imóveis classificados pelo Estado, e enfatizados os conceitos de arquitectura, história e património, considerados como parte essencial do processo de avaliação.
O estado de negligência, em Portugal, a que está votado parte significativa do património edificado, com raras excepções, foi igualmente focado, analisando-se as razões desta situação.
Realizou-se a aplicação do Método do Custo de Reprodução a um edifício classificado como Monumento Nacional, e actualmente em estado devoluto, o “Forte de Nossa Senhora da Graça”, localizado em Elvas. Os resultados obtidos, foram comparados através da aplicação do Método de Actualização das Rendas Futuras, por seriação de critérios e pela análise dos valores obtidos.
Os métodos de avaliação utilizados foram comparados entre si, procurando-se estabelecer um modelo baseado em critérios de avaliação, que revele o impacto histórico e arquitectónico, numa perspectiva social.
Foram expostas as premissas nas quais assentam este tipo de avaliações imobiliárias e retiradas conclusões sobre os resultados obtidos.
Abstract: The purpose of this dissertation is to study and develop an evaluation model of historic buildings: the buildings classified as National Monuments – “MN”, the Property of Public Interest – “IIP”, the Municipal Property Interest – “IIM”, and all the buildings whose architecture and history make them distinguished by their uniqueness and landmark, while preserving memory. The research, led to understand, how the historic buildings are currently evaluated. The study focused on the national patrimony, considering their characteristics, which define them as properties to preserve. A set of real estate properties classified by the State were observed, emphasizing architectural, historic, and heritage concepts,considered as an essential part of the evaluation process. The state of neglect of the national heritage was ascertained, with some exceptions, and various conclusions where reached as to the reasons for this situation. The Replacement Cost reproduction Method was tested to a classified building as National Monument, currently in a state of neglect – ”Forte de Nossa Senhora da Graça” – located in Elvas. The results were compared by applying the discounted future income method, through a series of criteria, and through the achieved results. The appraisal methods used were compared between them and analysed, always to establish a balance in the methodology and analysing the impact of the historic characteristics of the existing buildings, in a social perspective. Were shown the premises on which are based this type of real estate evaluations and draw conclusions on the results.
Abstract: The purpose of this dissertation is to study and develop an evaluation model of historic buildings: the buildings classified as National Monuments – “MN”, the Property of Public Interest – “IIP”, the Municipal Property Interest – “IIM”, and all the buildings whose architecture and history make them distinguished by their uniqueness and landmark, while preserving memory. The research, led to understand, how the historic buildings are currently evaluated. The study focused on the national patrimony, considering their characteristics, which define them as properties to preserve. A set of real estate properties classified by the State were observed, emphasizing architectural, historic, and heritage concepts,considered as an essential part of the evaluation process. The state of neglect of the national heritage was ascertained, with some exceptions, and various conclusions where reached as to the reasons for this situation. The Replacement Cost reproduction Method was tested to a classified building as National Monument, currently in a state of neglect – ”Forte de Nossa Senhora da Graça” – located in Elvas. The results were compared by applying the discounted future income method, through a series of criteria, and through the achieved results. The appraisal methods used were compared between them and analysed, always to establish a balance in the methodology and analysing the impact of the historic characteristics of the existing buildings, in a social perspective. Were shown the premises on which are based this type of real estate evaluations and draw conclusions on the results.
Description
Keywords
Avaliação imobiliária Imóvel Histórico Património Real estate appraisal Historic real estate Heritage
Citation
CARRAJANA, José Eduardo Cirne de Abreu - Avaliação de imóveis históricos. Lisboa: Instituto Superior de Engenharia de Lisboa, 2010. Dissertação de mestrado.