5 Helens Lane | Listing presentation

Page 1

5 Helens Ln Mill Valley, CA 94941

Prepared for Colleen L. Brandon


5 Helens Ln, Mill Valley, CA 94941-2781, Marin County Beds 3

Bldg Sq Ft 2,436

Lot Sq Ft 6,540

Sale Price $535,000

Baths 3

Yr Built 1926

Type SFR

Sale Date N/A

OWNER INFORMATION

Owner Name

Brandon Colleen L

Tax Billing Zip

94941

Tax Billing Address

5 Helens Ln

Tax Billing Zip+4

2781

Tax Billing City & State

Mill Valley, CA

Owner Occupied

Yes

Census Tract

1270.00

Topography

Slope

Carrier Route

C025

Subdivision

Schlingman 06

Zoning

RS10

LOCATION INFORMATION

TAX INFORMATION

Tax ID

028-165-04

% Improved

53%

Tax Area

5000

Lot

6

ASSESSMENT & TAX

Assessment Year

2020

2019

2018

Assessed Value - Total

$1,006,597

$986,864

$967,516

Assessed Value - Land

$473,022

$463,749

$454,657

Assessed Value - Improved

$533,575

$523,115

$512,859

YOY Assessed Change ($)

$19,733

$19,348

YOY Assessed Change (%)

2%

2%

Tax Year

Total Tax

Change ($)

Change (%)

2018

$18,246

2019

$6,577

-$11,669

-63.95%

2020

$16,850

$10,273

156.19%

CHARACTERISTICS

Approx Lot SqFt

6,540

Total Rooms

5

Lot Acres

0.1501

Other Rooms

Foyer, Breakfast Room, Dining Ro om, Den, Attic

Land Use - County

1 Family Resid

Fireplaces

1

Building Sq Ft

2,436

Heat Type

Central

Stories

1

Roof Material

Composition Shingle

Style

Contemporary

Sewer

Public Service

Year Built

1926

Water

Public

Effective Year Built

1974

Foundation

Slab

Garage Type

Garage

Exterior

Wood

Garage Sq Ft

396

Quality

Good

Garage Capacity

2

Assessor's Building Quality

8.0

Bedrooms

3

Topography

Slope

Total Baths

3

Total Units

1

Full Baths

3

Land Use - Universal

SFR

Rating

Very High

Value As Of

2020-11-13 23:59:37

Sell Score

831

SELL SCORE

ESTIMATED VALUE

RealAVM™

$2,203,800

Confidence Score

76

RealAVM™ Range

$2,049,534 - $2,358,066

Forecast Standard Deviation

7

Value As Of

11/15/2020

Property Details

Courtesy of Eric Altree, Bay Area Real Estate Services

The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.

Generated on: 11/20/20 Page 1/3


(1) RealAVM™ is a CoreLogicŽ derived value and should not be used in lieu of an appraisal. (2) The Confidence Score is a measure of the extent to which sales data, property information, and comparable sales support the property valuation analysis process. The confidence score range is 60 - 100. Clear and consistent quality and quantity of data drive higher confidence scores while lower confidence scores indicate diversity in data, lower quality and quantity of data, and/or limited similarity of the subject property to comparable sales. (3) The FSD denotes confidence in an AVM estimate and uses a consistent scale and meaning to generate a standardized confidence metric. The FSD is a statistic that measures the likely range or dispersion an AVM estimate will fall within, based on the consistency of the information available to the AVM at the time of estimation. The FSD can be used to create confidence that the true value has a statistical degree of certainty.

LAST MARKET SALE & SALES HISTORY

Recording Date

07/09/1998

Seller

Korol David & Korol Teresa

Sale Price

$535,000

Document Number

48492

Owner Name

Brandon Colleen L

Deed Type

Grant Deed

Recording Date

08/02/2007

07/21/2005

06/21/2005

04/06/2004

10/28/2003

Nominal

Y

Y

Y

Y

Y

Buyer Name

Brandon Colleen L 200 3 Trust

Brandon Colleen L 200 4 Trust

Brandon Colleen L

Brandon Colleen L 200 4 Trust

Brandon Colleen

Seller Name

Brandon C L 2004 Trus t

Brandon Colleen L

Brandon C L 2004 Trus t

Brandon Colleen

Brandon Colleen

Document Number

47415

54559

45772

27065

131467

Document Type

Correction Deed

Grant Deed

Grant Deed

Trustee's Deed(Transfe r)

Grant Deed

07/09/1998

08/04/1994

$535,000

$391,500

Sale Price

Recording Date

08/09/2001

Sale Price Nominal

Y

Buyer Name

Brandon Colleen

Brandon Colleen

Korol David & Teresa

Seller Name

Schwartz Barry

Korol David & Korol Teresa

Mercado Dora G Trust

Document Number

50129

48492

60053

Document Type

Grant Deed

Grant Deed

Grant Deed

MORTGAGE HISTORY

Mortgage Date

03/27/2018

12/12/2013

07/24/2012

11/08/2011

11/15/2010

Mortgage Amt

$1,651,680

$1,637,000

$1,637,000

$1,637,000

$1,612,500

Mortgage Lender

US Bk National Assn

Morgan Stanley Pvt Bk Na

Union Bk

Union Bk

Union Bk

Mortgage Type

Conventional

Conventional

Conventional

Conventional

Conventional

Borrower Name

Brandon Colleen L 200 3 Trust

Brandon Colleen L

Brandon Colleen L 200 3 Trust

Brandon Colleen L 200 3 Trust

Brandon Colleen L 200 3 Trust

Mortgage Date

07/29/2005

06/21/2005

10/28/2003

Mortgage Amt

$100,000

$1,630,000

$1,627,500

Mortgage Lender

Jp Morgan Chase Bk

Wholesale America Mtg Inc

Washington Mutual Bk Fa

Mortgage Type

Conventional

Conventional

Conventional

Borrower Name

Brandon Colleen L 2004 Trust

Brandon Colleen L

Brandon Colleen

Property Details

Courtesy of Eric Altree, Bay Area Real Estate Services

The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.

Generated on: 11/20/20 Page 2/3


PROPERTY MAP

*Lot Dimensions are Estimated

Property Details

Courtesy of Eric Altree, Bay Area Real Estate Services

The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.

Generated on: 11/20/20 Page 3/3



Comparables Summary

Active BATHS FULL /

ORIGINAL

LAST ASKING

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

CLOSING PRICE PPSF

64

3

2/0

2,950

11,761

$2,450,000

$2,450,000

$831

CHARGES

LISTED 11/7/20

CONTRACT

SOLD

DOM 13

3

3/0

1,890

4,356

$2,295,000

$2,295,000

$1,214

10/20/20

31

5

3/1

2,775

10,454 $2,385,000

$2,285,000

$823

10/20/20

31

2,538

8,857

$2,376,667

$2,343,333

$956

ORIGINAL

LAST ASKING

Edgewood Ave 35 Cascade Way 505 Pixie Trl AVERAGES

25

Contract BATHS FULL /

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

CLOSING PRICE PPSF

LISTED

CONTRACT

377 Molino

3

3/0

2,393

23,134

$2,650,000

$2,650,000

$1,107

CHARGES

11/6/20

11/16/20

5

3/0

2,263

7,501

$2,625,000

$2,625,000

$1,160

11/2/20

11/2/20

4

5/0

4,725

14,218

$3,495,000

$3,295,000

$697

6/10/20

11/18/20

3,127

14,951

$2,923,333

$2,856,667

$988

SOLD

DOM 6

Ave 44 Sycamore Ave 452 Laverne

140

Ave AVERAGES

73

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been veriďŹ ed. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Comparables Summary

Sold BATHS FULL /

ORIGINAL

LAST ASKING

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

CLOSING PRICE PPSF

LISTED

CONTRACT

SOLD

DOM

281 Molino

4

5/0

3,208

12,197

$2,650,000

$2,650,000

$2,650,000

$826

CHARGES

10/8/20

10/19/20

11/5/20

3

3

2/0

2,598

10,032 $2,275,000

$2,275,000

$2,361,000

$876

4/27/20

4/27/20

4/27/20

4

4/1

2,732

8,120

$2,995,000

$2,995,000

$2,985,000

$1,093

8/15/20

8/31/20

9/29/20

13

5

2/1

2,475

23,723 $2,699,500

$2,699,500

$2,650,000

$1,071

6/6/20

7/13/20

8/6/20

30

4

5/0

2,917

15,093

$2,659,000

$2,450,000

$2,400,000

$823

9/5/20

10/19/20

11/10/20

41

5

4/1

4,063

7,606

$2,790,000

$2,790,000

$2,650,000

$652

4/24/20

7/15/20

7/17/20

78

202 Scott St

3

2/1

1,680

5,502

$1,900,000

$1,900,000

$2,350,000

$1,399

8/25/20

9/2/20

9/23/20

8

9 Echo Ln

4

3/1

3,358

16,562 $3,100,000

$2,895,000

$2,787,500

$830

2/25/20

6/5/20

6/30/20

22

18 Bayview

3

4/0

3,078

9,148

$2,895,000

$2,895,000

$2,900,000

$942

10/17/20

10/25/20

11/18/20

8

4

4/0

2,655

10,799

$2,300,000

$2,300,000

$2,050,000

$772

9/24/19

3/12/20

4/6/20

21

4

3/1

2,860

9,148

$3,695,000

$3,695,000

$3,750,000

$1,311

9/28/20

10/2/20

10/23/20

4

1 Heuters Ln

5

3/1

3,340

11,016

$2,799,000

$2,790,000

$2,733,000

$818

8/28/20

9/29/20

10/29/20

19

290

4

3/1

3,057

7,096

$2,950,000

$2,650,000

$2,467,500

$807

8/6/19

3/5/20

3/12/20

189

4

3/1

2,610

8,307

$2,800,000

$2,800,000

$2,775,000

$1,063

5/29/20

6/19/20

7/2/20

10

2,902

11,025

$2,750,536

$2,698,893

$2,679,214

$949

Ave 202 Ethel Ave 80 Mountain View Ave 405 Marion Ave 609 Douglas Dr 219 Molino Ave

Ave 31 Wildomar St 306 Holly Ave

Edgewood Ave 13 Daffodil Ln AVERAGES

34

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been veriďŹ ed. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


5 Helens Ln Active A.

64 Edgewood Ave

B.

35 Cascade Way

C.

505 Pixie Trl

In Contract D.

377 Molino Ave

E.

44 Sycamore Ave

F.

452 Laverne Ave

Sold G.

281 Molino Ave

H.

202 Ethel Ave

I.

80 Mountain View Ave

J.

405 Marion Ave

K.

609 Douglas Dr

L.

219 Molino Ave

M.

202 Scott St

N.

9 Echo Ln

O.

18 Bayview Ave

P.

31 Wildomar St

Q.

306 Holly Ave

R.

1 Heuters Ln

S.

290 Edgewood Ave

T.

13 Daffodil Ln

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been veriďŹ ed. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property A

Comparable Property B

Comparable Property C

5 Helens Ln

64 Edgewood Ave

35 Cascade Way

505 Pixie Trl

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 22026716

MLS: 22025742 Adj

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

MLS: 22025398 Adj

Adj

Active 3 Bed 2/0 2,950 SF $831 $2,450,000 $2,450,000

Active 3 Bed 3/0 1,890 SF $1,214 $2,295,000 $2,295,000

Active 5 Bed 3/1 2,775 SF $823 $2,385,000 $2,285,000

11/7/20

10/20/20

10/20/20

13

31

31

0.27 AC / 11,761 SF

0.10 AC / 4,356 SF

0.24 AC / 10,454 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1949 Compass

1910 Compass

1965 Compass

$0 $2,450,000

$0 $2,295,000

$0 $2,285,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property D

Comparable Property E

Comparable Property F

5 Helens Ln

377 Molino Ave

44 Sycamore Ave

452 Laverne Ave

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 22026878

MLS: 22025007

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

Adj

MLS: 22012930 Adj

Adj

Pending 3 Bed 3/0 2,393 SF $1,107 $2,650,000 $2,650,000

Pending 5 Bed 3/0 2,263 SF $1,160 $2,625,000 $2,625,000

Pending 4 Bed 5/0 4,725 SF $697 $3,495,000 $3,295,000

11/6/20 11/16/20

11/2/20 11/2/20

6/10/20 11/18/20

6

0

140

0.53 AC / 23,134 SF

0.17 AC / 7,501 SF

0.33 AC / 14,218 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1938 Golden Gate Sotheby's

1938 Golden Gate Sotheby's

2008 Vanguard Properties

$0 $2,650,000

$0 $2,625,000

$0 $3,295,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property G

Comparable Property H

Comparable Property I

5 Helens Ln

281 Molino Ave

202 Ethel Ave

80 Mountain View Ave

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 22022786

MLS: 22009283

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

Adj

MLS: 22014903 Adj

Adj

Sold 4 Bed 5/0 3,208 SF $826 $2,650,000 $2,650,000 $2,650,000

Sold 3 Bed 2/0 2,598 SF $876 $2,275,000 $2,275,000 $2,361,000

Sold 4 Bed 4/1 2,732 SF $1,093 $2,995,000 $2,995,000 $2,985,000

10/8/20 10/19/20 11/5/20 3

4/27/20 4/27/20 4/27/20 0

8/15/20 8/31/20 9/29/20 13

0.28 AC / 12,197 SF

0.23 AC / 10,032 SF

0.19 AC / 8,120 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1903 Compass

1947 Compass

1909 Compass

$0 $2,650,000

$0 $2,361,000

$0 $2,985,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property J

Comparable Property K

Comparable Property L

5 Helens Ln

405 Marion Ave

609 Douglas Dr

219 Molino Ave

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 22012484

MLS: 22020689

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

Adj

MLS: 22008526 Adj

Adj

Sold 5 Bed 2/1 2,475 SF $1,071 $2,699,500 $2,699,500 $2,650,000

Sold 4 Bed 5/0 2,917 SF $823 $2,659,000 $2,450,000 $2,400,000

Sold 5 Bed 4/1 4,063 SF $652 $2,790,000 $2,790,000 $2,650,000

6/6/20 7/13/20 8/6/20 30

9/5/20 10/19/20 11/10/20 41

4/24/20 7/15/20 7/17/20 78

0.54 AC / 23,723 SF

0.35 AC / 15,093 SF

0.17 AC / 7,606 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1957 Compass

1965 Compass

1938 Compass

$0 $2,650,000

$0 $2,400,000

$0 $2,650,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property M

Comparable Property N

Comparable Property O

5 Helens Ln

202 Scott St

9 Echo Ln

18 Bayview Ave

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 22020144

MLS: 22003520

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

Adj

MLS: 22025295 Adj

Adj

Sold 3 Bed 2/1 1,680 SF $1,399 $1,900,000 $1,900,000 $2,350,000

Sold 4 Bed 3/1 3,358 SF $830 $3,100,000 $2,895,000 $2,787,500

Sold 3 Bed 4/0 3,078 SF $942 $2,895,000 $2,895,000 $2,900,000

8/25/20 9/2/20 9/23/20 8

2/25/20 6/5/20 6/30/20 22

10/17/20 10/25/20 11/18/20 8

0.13 AC / 5,502 SF

0.38 AC / 16,562 SF

0.21 AC / 9,148 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1995 Compass

1983 Compass

1921 Corcoran Global Living

$0 $2,350,000

$0 $2,787,500

$0 $2,900,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property P

Comparable Property Q

Comparable Property R

5 Helens Ln

31 Wildomar St

306 Holly Ave

1 Heuters Ln

Mill Valley, CA

Mill Valley, CA

Mill Valley, CA

MLS: 21924928

MLS: 22023302

Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

Adj

MLS: 22017248 Adj

Adj

Sold 4 Bed 4/0 2,655 SF $772 $2,300,000 $2,300,000 $2,050,000

Sold 4 Bed 3/1 2,860 SF $1,311 $3,695,000 $3,695,000 $3,750,000

Sold 5 Bed 3/1 3,340 SF $818 $2,799,000 $2,790,000 $2,733,000

9/24/19 3/12/20 4/6/20 21

9/28/20 10/2/20 10/23/20 4

8/28/20 9/29/20 10/29/20 19

0.25 AC / 10,799 SF

0.21 AC / 9,148 SF

0.25 AC / 11,016 SF

Single-Family Homes

Single-Family Homes

Single-Family Homes

1910 Engel & Voelkers

2020 Coldwell Banker Realty

1968 Golden Gate Sotheby's

$0 $2,050,000

$0 $3,750,000

$0 $2,733,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.


Subject Property

Comparable Property S

Comparable Property T

5 Helens Ln

290 Edgewood Ave

13 Daffodil Ln

Mill Valley, CA

Mill Valley, CA

MLS: 21919893 Status Beds Baths Full / Half Sq. Ft. Price per Square Foot Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Coop Fees Taxes Listed Date Contract Date Sold Date DOM Lot Size Property Type Year Built Listing Brokerage

Total Adj Total Adj Value

Not For Sale 3 Bed 3 2,436 SF

0.15 AC / 6,540 SF Single-Family Homes 1926

$0

MLS: 22011771 Adj

Adj

Sold 4 Bed 3/1 3,057 SF $807 $2,950,000 $2,650,000 $2,467,500

Sold 4 Bed 3/1 2,610 SF $1,063 $2,800,000 $2,800,000 $2,775,000

8/6/19 3/5/20 3/12/20 189

5/29/20 6/19/20 7/2/20 10

0.16 AC / 7,096 SF

0.19 AC / 8,307 SF

Single-Family Homes

Single-Family Homes

2015 Engel & Voelkers

2016 Compass

$0 $2,467,500

$0 $2,775,000

Compass is a real estate broker licensed by the State of California operating under multiple entities. License Numbers 01991628, 1527235, 1527365, 1356742, 1443761, 1997075, 1935359, 1961027, 1842987, 1869607, 1866771, 1527205, 1079009, 1272467. All material presented herein is intended for informational purposes only and is compiled from sources deemed reliable but has not been verified. Changes in price, condition, sale or withdrawal may be made without notice. No statement is made as to accuracy of any description. All measurements and square footage are approximate. Equal Housing Opportunity.



Your Transaction Timeline Backed by a proven process, Compass listings spend 19 fewer days on market than the industry average. A swifter sale means a more seamless seller experience and greater value for you.

Week 1

Week 2

Week 1-3

Week 4-5

1

2

3

4

Disclosure Prep

Inspections

Home Prep

Marketing Prep

Open Escrow Begin preparation of disclosure package Order JCP report Schedule inspections

Contractors home inspection Interior and touch-up paint Pest inspection Gardening (if necessary) Sewer Inspection House cleaning City Inspection Window cleaning

Complete staging Professional Photography Aerial Photographs Professional videography Floor plan drafting

Week 5

Week 5-6

Week 6

Week 7

5

6

7

8

Pre-Market

Off Market

Coming Soon

Launch (estimated for early April)

Set final listing price Complete all marketing collateral (print and digital)

Off market marketing campaign

Launch exclusive listing on Compass Coming Soon Private showings by appointment

Websites MLS Online syndications Social media Email announcements Print/digital advertisements

Week 8

Week 9

9

10

Showings

Showings

Showings by appointment

Showings by appointment


Your Marketing Timeline Working with our in-house marketing and advertising agency, I will target the right audience across the most effective channels — all to elevate the style and story of your home.

1

2

3

4

Listing Preparation

Imagery

Floor Plan

Coming Soon

Prepare home for Photography and video

Daytime Photography Twilight Photography Listing Video

Traditional Floor plan Virtual Walkthrough

Coming Soon Email Internal Compass Post

5

6

7

8

Listing Launch

Social Campaign

Digital Campaign

Print Campaign

Sales Meeting Intro Compass.com (Private) Publish Website Email to Top Agents

Ads | FB/IG Ads | LinkedIn Ads | Twitter Ads | CompassCA Ads | Compass National

Paid Social Media Compass Social Posts Smart Google Ads (AI) Targeted Banner Ads

Advertising Public Relations

9

10 International Campaign Various international syndications

Showings Showings by appointment only COVID regulations

Representing Your Home | Marketing Your Property


Overview of Advertising Opportunities Social Media Campaign Ads | FB/IG A/B Testing: We can test different images/verbiage in your social ads to determine what resonates more with ideal audience. Generic messaging to entice in-market buyers to learn more information Eric’s Ads | LinkedIn Advertising on LinkedIn: A/B Targeting Industries and Professionals in Marin county. Every 4-5 days we will switch the industries/job titles and geographic targeting to determine which performs better. Eric’s Ads | Twitter Target high profile CEO’s and Execs at Silicon Valley Companies. Target followers of these CEO’s and Company Heads as they all follow one another. Eric’s Ads | Compass CA Instagram account with over 26k followers highlighting the best Compass listings in California. This helps target potential buyers in California. Eric’s Ads | Compass National Use Compass’s National Social Media accounts (Facebook & Instagram) to target potential buyers across the country.

Digital Campaign Social Posts Smart Google Ads (AI) Artificial Intelligence will determine the best geographic areas and search terms. Starting with California-wide targeting. Google Search Ads Target potential buyers based on search behaviors and signals of interest for purchasing a home. YouTube Video Ads With YouTube ads, reach potential customers and have them take action when they watch or s earch for videos on YouTube – and only pay when they show interest. Targeted Banner Ads Targeted by demographics, behavioral, geographic zip codes, etc.




Bridge Loan Services A simple solution to bridge the gap between the home you have and the home you want. With Compass Bridge Loan Services, you can access bridge loans from industry-leading lenders without the burden of out-of-pocket costs. Enjoy competitive rates and dedicated service, with the exclusive option to get up to six months of your loan payments fronted when you sell your home with me. Already working with a lender you love? No problem. This unique offering lets you choose the provider that works best for you.

01 Work with me to ďŹ nd your next dream home.

02 Apply and get approved for a bridge loan with the lender of your choice.

03 Work with me to get the ďŹ rst six months of your bridge loan payments fronted.*

04 Move into your new home while I work to sell your current home faster and for more money.

05 When your old home sells, simply use the proceeds to pay back the bridge loan and any fronted monthly payments. Learn more at compass.com/bridge-loan-services

Representing Your Home | Supporting Your Sale

*This exclusive offering for Compass clients is a loan provided by Notable Finance, LLC, NMLS# 1824748 and is available to all eligible Compass clients working with the Bridge Loan lender of their choice. Loan eligibility is not guaranteed and all loans are subject to credit approval and underwriting by Notable Finance. Loans made or arranged pursuant to a California Finance Lenders Law license. Compass is not a lender and is not providing loans as part of the Compass Bridge Loan Services.

How it Works















The Compass Advantage Compass takes a tech-driven, personalized approach, combining a collaborative agent community, in-house creative agency, and the industry’s most tenured leadership team.

Our leaders hail from the world's most innovative companies:

#1

1.9M+

Our rank as the nation’s largest independent brokerage

Average monthly page views on Compass.com

$6.4B

100K+

Our company valuation, with $1.5B in ďŹ nancing raised

Transactions closed across the country in 2019

Discovering Compass




A Nationwide Network Since our launch in 2012, we’ve been simplifying the real estate process one community at a time. Today, we have more than 300 offices extending from coast to coast.

15k+

130+

Compass agents nationwide

Compass cities

300+

$88B+

Compass offices

Total sales volume in 2019

Discovering Compass






Meet Your Team Eric Altree Luxury Property Specialist Compass

Eric Altree is a recognized leader in residential real estate brokerage in San Francisco and Marin County. As an attorney and member of the California State Bar since 1995, he has been a vigorous advocate for his brokerage clients for the past 24 years. His breadth of skills and experience set him apart. He consistently delivers the highest level of client satisfaction and service, which his clientele confirms through their referrals of family, friends, and colleagues. Eric understands that his clients need effective advocacy in the pursuit, negotiating, and closing of real estate transactions. He consistently exceeds his clients’ expectations and delivers exceptional results for them. In recognition of his excellent service, Eric has been named one of Pacific Union’s elite sales leaders every year since joining the firm. In his first year at Pacific Union in 1996, he received the coveted Rookie of the Year Award as the top producing first year associate. In 2006, he ranked 11th nationally among more than 22,000 Pacific Union affiliate agents, and in 2007 he ranked 9th nationally and received the Top 10 Sales Partner Award for excellence. In addition to years of experience in residential brokerage, Eric has been an active real estate investor. His experience in residential rehab provides his clients an added dimension of service. An invaluable resource in analyzing investment opportunities, his experience enables him to see values that others overlook and to work with architects and builders to monetize it. T his perspective can be useful to clients as they decide whether to purchase, improve, or sell one of their most important assets. Credentials & Affiliations · · · · · · · ·

Attorney: Member of California State Bar since 1995 * Licensed California Real Estate Agent since 1986 Senior Marketing Representative, joined Pacific Union in 1996 Top Agent Network Member - San Francisco and Marin County California Association of Realtors Member National Association of Realtors Member Juris Doctor - Santa Clara University, 1995 * Bachelor of Arts - University of California, Berkeley 1986

eric.altree@compass.com ericaltree.com 415 218 4047 DRE 00962304


Featured Marin Sales Eric Altree

21 Beverly Terrace Mill Valley Represented Buyer

6 Corte Las Casas Tiburon Represented Seller

18 Bayview Avenue Mill Valley Represented Buyer

170 Locust Avenue Mill Valley Represented Seller

111 Walnut Avenue Mill Valley Represented Buyer

27 Cottage Avenue Mill Valley Represented Buyer

210 Laverne Avenue Mill Valley Represented Buyer

250 Del Casa Drive Mill Valley Represented Seller

45 Walnut Avenue Mill Valley Represented Seller

123 Baltimore Avenue Corte Madera Represented Seller

3 and 7 Summit Avenue Mill Valley Represented Seller

31 Magnolia Avenue San Anselmo Represented Seller


Featured Marin Sales Eric Altree

1554 Grand Avenue San Rafael Represented Buyer

207 Hawthorne Avenue Larkspur Represented Buyer

374 Marin Avenue Mill Valley Represented Seller

1225 Idylberry Road San Rafael Represented Seller

71 Sunshine Avenue Sausalito Represented Seller

15 Elinor Avenue Mill Valley Represented Seller

4 Via Van Dyke Mill Valley Represented Buyer

540 Fawn Drive San Anselmo Represented Buyer

21 Byron Circle Mill Valley Represented Seller

330 G Street San Rafael Represented Buyer

965 Lovell Avenue Mill Valley Represented Seller

50 Magdalena Court Mill Valley Represented Seller


Featured Marin Sales Eric Altree

1225 Idylberry Road San Rafael Represented Buyer

150 Greenwood Way Mill Valley Represented Seller

45 Ralston Avenue Mill Valley Represented Buyer

109 Bolinas Avenue Ross Represented Buyer

165 Greenwood Way Mill Valley Represented Seller

310 Monta Vista Mill Valley Represented Seller

140 Walnut Avenue Mill Valley Represented Seller

100 Rock Road Kentfield Represented Buyer

445 Throckmorton Avenue Mill Valley Represented Seller

130 Belvedere Avenue Belvedere Represented Buyer

33 Midway Avenue Mill Valley Represented Buyer

250 Eldridge Avenue Mill Valley Represented Buyer


Featured Marin Sales Eric Altree

123 Baltimore Avenue Corte Madera Represented Buyer

4 Verona Court Corte Madera Represented Buyer

170 Locust Avenue Mill Valley Represented Buyer

310 Monte Vista Avenue Mill Valley Represented Buyer

62 Bay Vista Mill Valley Represented Seller

3 Greenwood Court Tiburon Represented Buyer

443 Oakdale Corte Madera Represented Seller

131 Spencer Avenue Sausalito Represented Buyer

965 Lovell Avenue Mill Valley Represented Buyer

1 Stevens Court Tiburon Represented Buyer

60 Kite Hill Lane Mill Valley Represented Seller

260 Bayview Avenue Belvedere Tiburon Represented Buyer


Featured Marin Sales Eric Altree

198 Lovell Avenue Mill Valley Represented Buyer

144 Avenida Miraflores Tiburon Represented Buyer

131 Dipsea Road Stinson Beach Represented Buyer

7 Glen Drive Mill Valley Represented Seller

72 Cypress Avenue Mill Valley Represented Buyer

433 Lovell Avenue Mill Valley Represented Buyer

16 Sheridan Court Mill Valley Represented Seller/Buyer

445 Throckmorton Avenue Mill Valley Represented Buyer

11 Madrono Avenue Corte Madera Represented Buyer

435 Ralston Avenue Mill Valley Represented Buyer

120 Stewart Drive Tiburon Represented Buyer

235 Oakdale Avenue Mill Valley Represented Buyer


Testimonials FLAWLESS PROCESS It is with pleasure and gratitude that we share comments on our experience with Eric Altree. We have bought and sold a number of houses in our lifetime but have never experienced the level of service and professionalism exemplified by Eric. Eric helped us come up with a plan for the sale of our home in Marin County and executed it perfectly according to the script. It was clear from Eric’s initial insight about pre-listing, renovations, staging, marketing materials, websites, and pricing strategy that he had an intuitive grasp of the real estate market in the SF Bay Area. All of our expectations were exceeded, however, when we saw buyers lining up and when the house ended up closing for an amount that exceeded our target selling price. The sale went exactly as predicted by Eric and exactly as we had hoped. This sounds like a perfect ending to a flawless process but the most amazing thing about it is that we were not even physically present during the sale. We live in Europe and we needed someone who was willing to handle extensive renovations to the property, staging, selling, bidding wars, and buyer negotiations in our absence. In the end, not only was Eric able to do this for us but he never even suggested we take a trip back to California. He handled everything from start to finish! We discussed each step over skype and then waited for email updates as Eric and his assistants did all the heavy lifting. Talk about one-stop shopping and turn-key solutions! We feel a tremendous sense of satisfaction when we look back on the sale of our home. As with most sellers we were concerned going in. Would house be showcased properly? Would it be played up to its true value? In the end, with Eric’s creative touches, our house was put in the best light possible and visitors fell in love with it. Here is what the buyer had to say about the 3D virtual tour that Eric put together for the website he designed for the house: “BTW- the 3d virtual tour you did on the listing was the most amazing one I have ever seen. I had friends ask me if you buying the house from someone who worked at Pixar.” We highly recommend Eric Altree. And for the record, he does not work at Pixar! - Patrick and Raquel FANTASTIC RESOURCE We used Eric Altree to purchase our first home here in Mill Valley. Eric was a fantastic resource in helping us understand the marketplace, the “real” value of the house we were interested in purchasing and all the different steps, especially the paperwork, of purchasing a home. Eric’s legal background was a great help in walking us through all the paperwork and explaining everything to us in “layman’s” terms. This alone made the purchase of our house very easy and not as stressful as we were told it would be. Eric also had a great respect for our time and didn’t “push” us into anything that didn’t fit our needs. More importantly, Eric is a great person to be around and he exceeded our expectations when looking and finally purchasing a home. We highly recommend, and have already, using Eric when either selling or purchasing a home. - Mark and Sarah


Testimonials

BEST EXPERIENCE I cannot thank you enough for the best experience possible selling my home. The entire process exceeded my expectations. From the moment we first connected, through when to list, how much to list for, facilitating staging, broker showings, our one and only open house, setting an offer acceptance date, taking me through each offer and then closing fast with no glitches, I could not have asked for more. Your personal time, attention and guidance made it a no brainer for me to put my trust in your experience. I told you if I broke a bone I’d want to find the best doctor to heal me, so when I wanted to sell my home, I needed to best real estate professional and that was you. I am so grateful. - Greg TRUE REAL ESTATE PROFESSIONAL Eric’s blend of market knowledge, responsiveness and guidance through the search and home buying process is exactly what you want and need in a true real estate professional. Once we found the right home and our offer was accepted, Eric’s value was in full display as he recommended and arranged all the specialists we needed to complete our due diligence and remove all contingencies in a very short time frame. Eric is a client-focused agent and a solid negotiator and has earned our repeat business because he gets the job done quickly, professionally and always with integrity. - Jill and Hugh A PLEASURE TO WORK WITH A place down the street from us was rumored to be coming on the market. This was in early 2013 when things were just starting to heat up and there were multiple bids on houses all around town. I called Eric to help. Within three days, the owner had accepted our offer just before opening up the process to bids. Eric’s guidance and professionalism created a win-win for both sides and saved everyone time and potential headaches. He knows his stuff as well as anyone out there and he’s a pleasure to work with. - Andy and Molly ADVISE AND INSTINCTS Thanks Eric! We couldn’t be more excited about this new place! I know I’d mentioned this when we ratified the offer, but we know that there’s no way we would have gotten the place without you. Your advice and instincts, coupled with your professionalism and the deft with which you handled yourself were instrumental in not only helping us secure the place, but also in feeling good about what could have been a very stressful and unsavory process. - Ana and Casey


Testimonials

TREMENDOUS “GRASP” OF THE MARKET We are writing to convey our thanks to Eric for the fantastic job he did in staging, marketing and selling our condominium in the Marina District, San Francisco. Eric possesses all the attributes necessary to be an excellent realtor and has a tremendous “grasp” of the market. He is diligent, responsive, professional, personable, and trustworthy. Eric clearly takes pride in doing a good job. We were already living in New York so the sale of our home was handled remotely. We could not have managed all the details that needed attention in selling and closing on our home in San Francisco without Eric’s experienced vision and professional support. He provided all the staging suggestions, which proved to be invaluable. Amazingly, our home was staged and closed within 3 weeks! Everything was handled so quickly, smoothly and professionally, and our apartment never looked better than when it was showing for sale. Continued good luck and success to you, Eric. I am more than happy to recommend you to anyone looking for a dedicated experienced real estate agent. - Hiro and Motoko ABSOL UTELY THE BEST! Eric Altree is absolutely the best! Upon our first meeting, his personal demeanor immediately put me at ease. From the moment he walked me through the process of selling my home, from the staging to the actual sale, everything happened exactly the way he said it would. Eric is professional, most knowledgeable and is a man of integrity. Additionally, Jane Park, Eric’s assistant, was a sheer pleasure to work with as well. Together, they make an excellent team to ensure a smooth and successful transaction. I highly recommend Eric to anyone looking to buy or sell their home. Thank you for everything Eric, I am so grateful that we worked together! - Kathy HONEST AND TRUSTWORTHY We strongly recommend Eric Altree to anyone who may be considering selling or buying a home in San Francisco. Eric has advised us on the purchase and and sale of homes in San Francisco, and we relied upon his superior market knowledge & depth of experience to guide us through this challenging (and sometimes emotional) process. It is important to note that trust was a critical component of our working relationship with Eric - we have always found him to be completely honest and forthright in all his dealings with us. As a result, we placed our utmost confidence in Eric, and were confident that he would look after our best interests at all times, negotiate vigorously on our behalf and help us navigate the process from start to finish. In doing this successfully, Eric has not only earned our trust but our future business as well. - Sobia and Nadir


Testimonials EXPERT GUIDANCE, SMART, AND PATIENT Eric was a trusted partner in the sale of our family trust’s home in the Marina. For nearly 11 months leading up to the sale of the house, he advised me with the utmost patience, professionalism, and grace, on everything from how to solve a tenant situation to how best to prepare the house for sale. When he didn’t have the expertise to help me, he referred me to great resources who did. As trustee, I was beholden to a number of beneficiaries, and Eric appreciated the special requirements and sometimes delicate nature of my role. He advocated for what he believed to be the right course of action but was understanding and supportive when I needed to make a different decision. When something wasn’t going as I had planned, Eric always seemed to appear at the perfect moment to provide the encouragement and reassurance I needed. I was always grateful for his unwavering calmness and clarity. Thanks to Eric’s pricing strategy and robust marketing plan for the house, we received multiple competitive bids, and the final outcome exceeded our admittedly high expectations. Eric is an outstanding real estate broker. I recommend him enthusiastically and without reservation. - Carri TRUE REAL ESTATE PROFESSIONAL San Francisco is an expensive place to purchase your first home, especially in this environment of multiple bids well over the asking price. Eric patiently worked with us until we found a great condo in the heart of the city that we believed we could afford. When we went to make an offer, he was extremely strategic in working with the seller’s agent. We ended up buying a home we love, at a price far below what we were expecting to pay. It truly pays to work with a professional like Eric who understands how to make a strong offer and how to cordially negotiate with sellers. We recommend him to any first-time homebuyer. - Eric and Jessica MADE THE PROCESS SO EFFORTLESS Thank you so much!! You made the process so effortless for me and it is much appreciated. As always, you will be my contact if we should decide to acquire or sell property in the SF area. - Colleen WELL KNOWN AND WELL RESPECTED Eric is well-known and well-respected and that is the kind of agent you want representing you. We strongly recommend Eric Altree to anyone who may be considering selling or buying a home in San Francisco. - Troy and Mary



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