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Research ArticleArticles

Right Appraisal for the Right Purpose: Comparing Techniques for Appraising Heritage Trees in Australia and Canada

Nicholas Ott, Amy Blood, Andrew Almas and Sara Barron
Arboriculture & Urban Forestry (AUF) July 2025, 51 (4) 275-296; DOI: https://doi.org/10.48044/jauf.2025.011
Nicholas Ott
Department of Forest Resources Management, Faculty of Forestry, University of British Columbia, Vancouver, Canada
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Amy Blood
Department of Forest Resources Management, Faculty of Forestry, University of British Columbia, Vancouver, Canada
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Andrew Almas
Department of Forest Resources Management, Faculty of Forestry, University of British Columbia, Vancouver, Canada
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Sara Barron
Department of Forest Resources Management, Faculty of Forestry, University of British Columbia, 2045–2424 Main Mall, Vancouver, Canada
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Article Figures & Data

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  • Figure 1.
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    Figure 1.

    Heat map showing heritage tree appraisal results (USD) using 5 different urban tree techniques in Sydney and Toronto. Converted appraisals in Australia at the rate of 1 AUD = 0.67 USD. Converted appraisals in Canada at the rate of 1 CAD = 0.73 USD. Trees are arranged from the highest (left) to the lowest (right) condition rating (%). Trees with higher condition ratings generally represented the highest estimates, and trees with lower condition ratings represented the lowest estimates. Z Privately-owned tree.

  • Figure 2.
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    Figure 2.

    Boxplot depicting estimates for each appraisal technique for all trees in their respective locations. Sydney appraisal values had higher variability than those for Toronto, and CAVAT had the highest variability in both locations.

  • Figure 3.
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    Figure 3.

    Heat maps showing correlation coefficients between appraisal estimates and key factors for each technique in Sydney (A) and Toronto (B). Key factors include condition rating, DBH, tree height, and crown size (measured by dripline diameter), as outlined by Thyer.

  • Figure 4.
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    Figure 4.

    Scatter plots showing the relationship between the appraisal estimates and DBH in Sydney (A) and Toronto (B) for each appraisal technique.

  • Figure 5.
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    Figure 5.

    Heat map depicting heritage trees and the appraisal estimates based on their morpho-physiological stage (Fay and Butler 2017). CAVAT produced the highest estimates for heritage trees in the mature phases and was notably among the lowest for trees in ancient phases. Thyer was among the highest estimates for trees in ancient phases. All techniques typically produced higher estimates for mature trees compared to ancient trees.

  • Figure 6.
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    Figure 6.

    Bar plot showing the mean influence (%) of heritage status on appraisal estimates in Sydney and Toronto. Dark blue indicates the mean percentage increase due to heritage status, while light blue represents the potential maximum mean percentage increase attributable to heritage status. Heritage status has no impact on the TFT. In CAVAT, the mean percentage increase matches the maximum attributable percentage increase for all trees, i.e. the level of heritage recognition or qualities have no impact.

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    Figure 7.

    Bar plot showing a comparison of Kew Gardens Oak appraisal estimates with and without heritage status against the maximum possible points for heritage status in each technique. The oak is in a mature phase and judged to be in nearly ideal condition.

  • Figure S1.
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    Figure S1.

    Heritage trees in (A) Sydney, NSW, Australia; and (B) Toronto, Ontario, Canada: (1) Glebe Church Eucalypt: Eucalyptus paniculata “Grey Ironbark”(2) Glebe Playground Fig: Ficus obliqua “Small-Leaved Fig, (3) Hyde Park Kauri: Agathis robusta “Queensland Kauri”, (4) Royal Botanic Gardens Sydney (RBGS) Eucalypt: Eucalyptus robusta “Swamp Mahogany”, (5) Royal Botanic Gardens Sydney (RBGS) Weeping Lilly Pilly: Waterhousea floribunda “Weeping Lilly Pilly”, (6) Royal Botanic Gardens Sydney (RBGS) Monument Oak: Quercus robur “English Oak”, (7) Coronation Park Monument Oak: Quercus robur “English Oak”, (8) Clarence Square Horse Chestnut: Aesculus hippocastanum “European horse-chestnut”, (9) Kew Gardens Oak: Quercus rubra “Northern Red Oak”, (10) Leaside Church Oak: Quercus alba “White Oak”, (11) Humewood American Elm: Ulmus americana “American Elm”, (12) Mount Pleasant Cemetery Maple: Acer saccharum “Sugar Maple”.

Tables

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    Table 1.

    Species and key characteristics of heritage trees appraised. Crown diameter was measured per Thyer guidelines. Estimated age is based on heritage recognition details and historical documentation. Tree condition rating is based on the framework established in the Guide for Plant Appraisal (CTLA 2020). Tree selection criteria was determined based on the Tree-AH guide for assessing heritage trees (Barrell 2024). RBGS (Royal Botanic Gardens Sydney).

    SydneyGlebe Church EucalyptGlebe Playground FigHyde Park KauriRBGS EucalyptRBGS Weeping Lilly PillyRBGS Monument Oak
    SpeciesEucalyptus paniculataFicus obliquaAgathis robustaEucalyptus robustaWaterhousea floribundaQuercus robur
    Location33°52’49”S, 151°11’13”E33°52’42”S, 151°11’04”E33°52’29”S, 151°12’43”E33°51’54”S, 151°13’06”E33°51’55”S, 151°13’00”E33°51’44”S, 151°12’52”E
    DBH (cm)109.0230.0128.578.5150.094.5
    Height (m)17.414.324.516.520.014.1
    Crown diameter (m)11.531.423.920.517.020.0
    Estimated age (years)17414112420819689
    ConditionGoodExcellentExcellentGoodExcellentPoor
    Ownership (public or private)Private treePublic treePublic treePublic treePublic treePublic tree
    Selection criteriaCultural and scientific qualitiesVisual qualitiesEmerging (visual)Cultural and scientific qualitiesCultural qualitiesCultural qualities
    TorontoCoronation Park Monument OakClarence Square Horse ChestnutKew Gardens OakLeaside Church OakHumewood American ElmMount Pleasant Cemetery Maple
    SpeciesQuercus roburAesculus hippocastanumQuercus rubraQuercus albaUlmus americanaAcer saccharum
    Location43°38’00”N, 79°24’25”W43°38’39”N, 79°23’38”W43°40’09”N, 79°17’52”W43°42’06”N, 79°22’24”W43°41’00”N, 79°25’37”W43°41’42”N, 79°23’11”W
    DBH (cm)80.099.5162.0119.5164.0102.5
    Height (m)18.212.824.716.124.320.0
    Crown diameter (m)19.315.930.723.927.826.3
    Estimated age (years)8798224188214151
    ConditionGoodFairExcellentExcellentGoodFair
    Ownership (public or private)Public treePublic treePublic treePrivate treePublic treePublic tree
    Selection criteriaCultural qualitiesEmerging (visual)Cultural, scientific, and visual qualitiesCultural and scientific qualitiesVisual and scientific qualitiesVisual qualities
    • View popup
    Table 2.

    Decision making factors. This table shows who decides key factors, specifying whether the influence of each factor is set by the authors in the manuals/guides of each technique or if the decision is left to the appraiser’s judgment. TFT (Trunk Formula Technique); CAVAT (Capital Asset Valuation for Amenity Trees); STEM (Standard Tree Evaluation Method).

    TFTCAVATMIS506/24ThyerSTEM
    Who decides market inputs
    Nursery stock priceAppraiserAuthorAuthorAuthorAppraiser
    Planting costsAppraiserAuthorN/AAuthorAppraiser
    Who decides the influence of key factors
    LocationAppraiserAuthorAuthorN/AAuthor
    Condition weightingAppraiserAuthorAuthorAuthorAuthor
    Public benefitN/AAuthorAppraiserAuthorAuthor
    Climate suitabilityAppraiserN/AAuthorAuthorAuthor
    Wildlife habitatN/AAuthorAuthorAuthorAuthor
    Who decides key heritage factors
    Heritage statusN/AAuthorAppraiserAppraiserAuthor
    Visual appealN/AAuthorAppraiserAuthorAuthor
    Cultural connectionN/AAuthorAppraiserAuthorAuthor
    Scientific valueN/AAuthorAppraiserAuthorAuthor
    • View popup
    Table 3.

    Wholesale nursery tree price and planting costs (in USD) used for techniques. Converted costs in Australia at the rate of 1 AUD = 0.67 USD. Converted costs in Canada at the rate of 1 CAD = 0.73 USD. RBGS (Royal Botanic Gardens Sydney).

    Australia (in USD)Glebe Church EucalyptGlebe Playground FigHyde Park KauriRBGS EucalyptRBGS Weeping Lilly PillyRBGS Monument Oak
    Trunk formula technique
       Unit cost$16.59/cm2$14.05/cm2$17.67/cm2$12.88/cm2$14.68/cm2$19.15/cm2
    CAVAT
       Unit cost$13.26/cm2$13.26/cm2$13.26/cm2$13.26/cm2$13.26/cm2$13.26/cm2
       Planting cost150%150%150%150%150%150%
    MIS506/24
       Unit cost$11.91/cm2$11.91/cm2$11.91/cm2$11.91/cm2$11.91/cm2$11.91/cm2
    Thyer
       Supply and install cost$22.37$22.37$22.37$22.37$22.37$22.37
    STEM
       Tree cost$117.25$150.75$234.50$170.85$160.80$199.66
       Planting costs$1,507.50$1,507.50$1,507.50$1,507.50$1,507.50$1,507.50
       Maintenance cost$70.35/year$70.35/year$70.35/year$70.35/year$70.35/year$70.35/year
    Canada (in USD)Coronation Park Monument OakClarence Square Horse ChestnutKew Gardens OakLeaside Church OakHumewood American ElmMount Pleasant Cemetery Maple
    Trunk formula technique
       Unit cost$4.80/cm2$8.07/cm2$5.51/cm2$6.99/cm2$4.97/cm2$5.56/cm2
    CAVAT
       Unit cost$9.34/cm2$9.34/cm2$9.34/cm2$9.34/cm2$9.34/cm2$9.34/cm2
       Planting cost150%150%150%150%150%150%
    MIS506/24
       Unit cost$6.34/cm2$6.34/cm2$6.34/cm2$6.34/cm2$6.34/cm2$6.34/cm2
    Thyer
       Supply and install cost$17.18$17.18$17.18$17.18$17.18$17.18
    STEM
       Tree cost$199.29$207.32$192.72$206.59$166.44$219.00
       Planting costs$365.00$365.00$365.00$365.00$365.00$365.00
       Maintenance cost$25.55/year$25.55/year$25.55/year$25.55/year$25.55/year$25.55/year
    • View popup
    Table S1.

    Wholesale nursery stock adaptation table illustrating the nursery stock details used in the original monetary conversion factor calculations as compared to the details used in this study. The data used was based on the most readily available information in each country while staying true to the original techniques. TFT (Trunk Formula Technique); LCANT (Largest Commonly Available Nursery Tree); CAVAT (Capital Asset Valuation for Amenity Trees); STEM (Standard Tree Evaluation Method).

    Original calculationAustraliaXCanadaY
    TFTLCANTLCANT (NSW)LCANT (Ontario)
    Tree size75 to 200-L container50 to 90-mm caliper
    CAVATTop 10 street trees (England)Top 10 street trees (Sydney)Top 20 trees used by the city (Toronto)
    Tree size12 to 14-cm cir (1-m height)100-L container50-mm caliper (150-mm height)
    MIS506/24Market survey (Australia)Market survey (Australia)Average unit cost (Ontario)
    Tree size45 to 600-L container sizes45 to 600-L container sizes50 to 100-mm caliper sizes
    ThyerTop 4 to 5 nursery trees soldAverage nursery trees soldConverted as a proportion of economic measure
    Tree size5-L container5-L container
    STEM5-year-old treeSpecies specificSpecies specific
    Tree size100-L container50-mm caliper
    • ↵X EvergreenConnect used to source nursery stock in Australia (plant search; EvergreenConnect, Sunnybank, Queensland, Australia).

    • ↵Y Nursery catalogues used to source nursery stock in Canada (2024 wholesale price list; Kobes Nurseries Inc., Bowmanville, Ontario, Canada)(2024 price list; NVK Nurseries Inc., Dundas, Ontario, Canada)(2024 price list; Uxbridge Nurseries Ltd., Uxbridge, Ontario, Canada).

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Arboriculture & Urban Forestry: 51 (4)
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Right Appraisal for the Right Purpose: Comparing Techniques for Appraising Heritage Trees in Australia and Canada
Nicholas Ott, Amy Blood, Andrew Almas, Sara Barron
Arboriculture & Urban Forestry (AUF) Jul 2025, 51 (4) 275-296; DOI: 10.48044/jauf.2025.011

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Right Appraisal for the Right Purpose: Comparing Techniques for Appraising Heritage Trees in Australia and Canada
Nicholas Ott, Amy Blood, Andrew Almas, Sara Barron
Arboriculture & Urban Forestry (AUF) Jul 2025, 51 (4) 275-296; DOI: 10.48044/jauf.2025.011
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