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
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18 Bayview Avenue Mill Valley Represented Buyer
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Featured Marin Sales Eric Altree
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Featured Marin Sales Eric Altree
1225 Idylberry Road San Rafael Represented Buyer
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130 Belvedere Avenue Belvedere Represented Buyer
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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