Todd & Lisa Sheppard Market Update | Q1 2017

Page 1

Sebastopol, CA | web ID: 0244232

Todd & Lisa Sheppard

Wine Country Market Update First Quarter 2017 SONOMA & NAPA - WINE COUNTRY BROKERAGES 25 East Napa Street, Sonoma | t: 707.935.2288 722 Broadway Street, Sonoma | t: 707.939.2230 428 First Street East, Sonoma | t: 707.939.4460

sothebyshomes.com

All data within this document is pulled from the Bay Area Real Estate Information Services (BAREIS)


A MESSAGE FROM OUR MANAGER: Jonathan Soh A wet winter may have contributed to a slowdown in the Wine Country market during Q1 2017. Many markets showed either static or decreased sales volume in Q1 2017 over Q1 2016 according to data from the Bay Area Real Estate Information Services. A few markets did show an increase in sales volume during Q1 2017 over Q1 2016; Petaluma, which experienced a 30% increase in sales volume from $64 million to $83.5 million, and Healdsburg, which experienced a 13% increase from $46 million to $51.9 million. Sonoma Valley had a 1% decrease in sales volume in Q1 2017 over Q1 2016 from $74.2 million to $73.1 million while sales volume in the St. Helena/Yountville market remained flat in Q1 2017 compared to prior year. Markets affected most by the slowdown were Calistoga and Sonoma Coast. Calistoga experienced a 69% decrease in sales volume from $23.8 million 19%

in Q1 2016 to $7.5 million in Q1 2017. Driven by both a reduction in average sale price and closed units, Sonoma Coast sales volume fell 27% year over year from $30.5 million to $22.1 million.

< 1M

21%

61%

$1M - $2.0M $2.0M and up

SONOMA VALLEY MARKET SUMMARY (SFH) The Sonoma Valley market remained static during Q1 2017 as compared to Q1 2016. Sales Volume decreased 1%. The number of Units closed decreased by 15% (from 81 to 69), while the Average Sales Price increased by 16% from $915,680 in Q1 2016 to $1,059,000 in Q1 2017. Days on Market increased by 38% during this same time period from 101 Days on Market in 2016 to 140 Days on Market in 2017. It should be noted that in the $1-$2M category saw gains in average sale price, closed units, and sales volume. The Average Sales Price increase 12% from $1,230,313 to $1,380,449, the number of Units sold increased 75% from 16 units in Q1 2016 to 28 units in Q1 2017, and the Sales Volume in the $1-2M price category increase 96% Q1 2017 over Q1 2016 from $19,685,000 to $38,652,575.

NAPA MARKET SUMMARY (SFH) Despite record rainfall, the City of Napa experienced moderate growth in Q1 2017 over Q1 2016. Sales Volume increased 7% from $134,133,309 during Q1 2016 to $142,990,678 during Q1 2017. Number of Units closed increased 9% from 152 Units in Q1 2016 to 165 Units in Q1 2017. Average Sales Price decreased by 2% from $882,456 in Q1 2016 to $866,610 in Q1 2017. Days on Market increased slightly by 6% from 120 Days on Market Q1 2016 to 127 Days on Market Q1 2017. The most notable change in the City of Napa Q1 2017 over Q1 2016 was the increase in the number of sales of properties over $2M. Four properties traded over $2M during Q1 2016 compared to 9 properties during Q1 2017. This is a 125% increase in Units sold in this price category.

11% 36%

< 1M $1M - $2.0M $2.0M and up

53%

NAPA VOLUME 19%

< 1M

21%

61%

$1M - $2.0M $2.0M and up

11%marks used with permission. Operated by Sotheby’s International Realty and the Sotheby’s International Realty logo are registered (or unregistered) service Sotheby’s International Realty, Inc. If your property is listed with a real estate broker, please disregard. It is not our intention to solicit the offerings of other real estate brokers. We are happy to work with them and cooperate fully. Real estate agents affiliated with Sotheby’s International Realty, Inc. are independent 36% contractor sales associates and are not employees of Sotheby’s International Realty, Inc. < 1M

$1M - $2.0M $2.0M and up


ON THE MARKET: TODD & LISA SHEPPARD

left to right from top to bottom:

6509 LAKEVILLE HIGHWAY, PETALUMA | $7,375,000 15500 BODEGA HIGHWAY, OCCIDENTAL | $3,950,000 11651 GRATON ROAD, SEBASTOPOL | $3,895,000 20830 SOUTH STATE HWY 29, MIDDLETOWN | $635,000 325 WILSON LANE, WINDSOR | $499,000 25 HUCKLEBERRY HEIGHTS, CAZADERO | $499,000 teamshep.com


SANTA ROSA & WINDSOR

SINGLE FAMILY HOME SALES

Q1 DAYS ON MARKET PRICE RANGE

2014

2015

2016

2017

% CHANGE (2016 v 2015)

LESS THAN $1M

85

93

88

85

-3%

$1M - $2M

130

131

141

168

19%

$2M AND UP

371

354

-

122

-

TOTALS

89

97

90

93

3%

98 96 94 92 90 88 86 84 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

$468,220

$492,572

$547,022

$564,535

3%

$1M - $2M

$1,334,647

$1,360,490

$1,302,275

$1,325,358

2%

$2M AND UP

$4,247,758

$2,912,500

-

$2,550,633

-

TOTALS

$534,551

$554,745

$585,316

$663,591

13%

(2016 v 2015)

$800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $2014

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE LESS THAN $1M

% CHANGE

2014

2015

2016

2017

373

348

337

288

-15%

17

21

18

26

44%

450

(2016 v 2015)

400 350 300 250

$1M - $2M

200 150

$2M AND UP

3

2

-

6

-

393

371

355

320

-10%

2014

2015

2016

2017

$174,646,072

$171,414,961

$184,346,317

$162,585,993

-12%

$1M - $2M

$22,689,000

$28,570,295

$23,440,950

$34,459,316

47%

$2M AND UP

$12,743,275

$5,825,000

-

$15,303,800

-

TOTALS

$210,078,347

$205,810,256

$207,787,267

$212,349,109

2%

100 50

TOTALS

2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE LESS THAN $1M

% CHANGE (2016 v 2015)

$214,000,000 $212,000,000 $210,000,000 $208,000,000 $206,000,000 $204,000,000 $202,000,000

SERVING SONOMA AND NAPA | sothebyshomes.com/sonoma-real-estate

2014

2015

2016

2017


SEBASTOPOL

SINGLE FAMILY HOME SALES Q1 DAYS ON MARKET PRICE RANGE LESS THAN $1M

2014

2015

99

2016

118

104

2017 132

% CHANGE (2017 v 2016)

26%

160 140 120 100

$1M - $2M

165

58

138

190

38%

80 60

$2M AND UP

-

-

-

-

-

40 20

TOTALS

105

115

108

144

34%

2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE LESS THAN $1M

2014

2015

2016

2017

$590,254

$625,350

$676,089

$642,846

% CHANGE (2017 v 2016)

-5%

$900,000 $800,000 $700,000 $600,000 $500,000

$1M - $2M

$1,237,500

$1,313,789

$1,225,000

$1,336,571

9%

$400,000 $300,000 $200,000

$2M AND UP

-

-

-

-

-

$100,000 $2014

TOTALS

$643,091

$665,846

$730,980

$794,599

9%

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

45

32

36

25

-31%

$1M - $2M

4

2

4

7

75%

$2M AND UP

-

-

-

-

-

49

34

40

32

-20%

2014

2015

2016

2017

LESS THAN $1M

$26,561,450

$20,011,200

$24,339,200

$16,071,161

-34%

$1M - $2M

$4,950,000

$2,627,577

$4,900,000

$9,356,000

91%

-

-

-

-

-

$31,511,450

$22,638,777

$29,239,200

$25,427,161

-13%

(2017 v 2016)

60 50 40 30 20

TOTALS

10 2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2017 v 2016)

$35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000

$2M AND UP TOTALS

$5,000,000 $2014

2015

2016

2017


HEALDSBURG

SINGLE FAMILY HOME SALES

Q1 DAYS ON MARKET PRICE RANGE LESS THAN $1M

2014

2015

107

2016

88

116

2017 138

% CHANGE (2017 v 2016)

19%

160 140 120 100

$1M - $2M

163

144

202

118

-42%

80 60

$2M AND UP

201

169

151

267

77%

40 20

TOTALS

125

109

136

144

6%

2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

$594,682

$660,926

$664,192

$692,959

4%

$1M - $2M

$1,300,865

$1,618,750

$1,489,844

$1,403,455

-6%

$2M AND UP

$2,816,667

$3,078,378

$2,998,500

$3,581,250

19%

TOTALS

$893,112

$1,127,018

$1,045,285

$1,105,057

6%

LESS THAN $1M

(2017 v 2016)

$1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $2014

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE LESS THAN $1M

2014

2015

2016

2017

33

21

31

32

% CHANGE (2017 v 2016)

3%

50 45 40 35 30

$1M - $2M

10

8

9

11

22%

$2M AND UP

3

3

4

4

0%

46

32

44

47

7%

2014

2015

2016

2017

LESS THAN $1M

$19,624,500

$13,879,450

$20,589,950

$22,174,696

8%

$1M - $2M

$13,008,650

$12,950,000

$13,408,600

$15,438,000

15%

$2M AND UP

$8,450,000

$9,235,133

$11,994,000

$14,325,000

19%

TOTALS

$41,083,150

$36,064,583

$45,992,550

$51,937,696

13%

25 20 15 10 5

TOTALS

2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2017 v 2016)

$60,000,000 $50,000,000 $40,000,000 $30,000,000 $20,000,000

SERVING SONOMA AND NAPA | sothebyshomes.com/sonoma-real-estate

$10,000,000 $2014

2015

2016

2017


RUSSIAN RIVER

SINGLE FAMILY HOME SALES Q1 DAYS ON MARKET PRICE RANGE

2014

2015

2016

2017

120

128

114

$1M - $2M

-

-

$2M AND UP

120

LESS THAN $1M

% CHANGE

140

(2017 v 2016)

120

96

-16%

100

64

-

-

-

-

-

-

128

113

96

-15%

80

TOTALS

60 40 20 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE LESS THAN $1M $1M - $2M

% CHANGE

2014

2015

2016

2017

$362,578

$351,572

$370,349

$431,835

17%

-

-

$1,045,000

-

-

(2017 v 2016)

$500,000 $400,000 $300,000 $200,000 $100,000

$2M AND UP TOTALS

-

-

$362,578

$351,572

-

-

$386,038

$431,835

-

$2014

2015

Average List Price

12%

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

2014

2015

2016

2017

37

44

42

30

% CHANGE (2017 v 2016)

50 45 40

LESS THAN $1M

-29%

35 30

$1M - $2M

-

-

1

-

-100%

$2M AND UP

-

-

-

-

-

37

44

43

30

-30%

2014

2015

2016

2017

$13,415,400

$15,469,147

$15,554,641

$1M - $2M

-

-

$2M AND UP

$13,415,400

25 20 15 10 5

TOTALS

2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE LESS THAN $1M

% CHANGE (2017 v 2016)

$18,000,000

$12,955,050

-17%

$14,000,000

$1,045,000

-

-100%

-

-

-

-

$15,469,147

$16,599,641

$12,955,050

-22%

$16,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000

TOTALS

$4,000,000 $2,000,000 $2014

2015

2016

2017


SONOMA VALLEY

SINGLE FAMILY HOME SALES

Q1 DAYS ON MARKET PRICE RANGE LESS THAN $1M

2014

2015

2016

2017

102

93

106

113

% CHANGE (2017 v 2016)

6%

160 140 120 100

$1M - $2M

152

141

72

175

142%

$2M AND UP

244

126

131

166

27%

Sonoma

122

104

101

140

38%

80 60 40 20 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE LESS THAN $1M

2014

2015

2016

2017

$543,255

$539,309

$615,297

$684,451

% CHANGE

$1,200,000

(2017 v 2016)

$1,000,000

11%

$800,000 $600,000

$1M - $2M

$1,380,133 $1,442,695 $1,230,313 $1,380,449

12%

$2M AND UP

$3,528,571

$3,085,000

$3,030,417

$2,816,667

-7%

TOTALS

$923,373

$812,040

$915,680

$1,059,590

16%

$400,000 $200,000 $2014

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

66

62

59

38

-36%

$1M - $2M

15

16

16

28

75%

$2M AND UP

7

3

6

3

-50%

88

81

81

69

-15%

TOTALS

(2017 v 2016)

100 90 80 70 60 50 40 30 20 10 2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

$35,854,836

$33,437,150

$36,302,550

$26,009,150

-28%

$1M - $2M

$20,702,000

$23,083,120

$19,685,000

$38,652,575

96%

$2M AND UP

$24,700,000

$9,255,000

$18,182,500

$8,450,000

-54%

(2017 v 2016)

$90,000,000 $80,000,000 $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000 $20,000,000 $10,000,000

TOTALS

$81,256,836

$65,775,270

$74,170,050

$73,111,725

-1%

SERVING SONOMA AND NAPA | sothebyshomes.com/sonoma-real-estate

$2014

2015

2016

2017


ROHNERT PARK & COTATI

SINGLE FAMILY HOME SALES Q1 DAYS ON MARKET PRICE RANGE

% CHANGE

2014

2015

2016

2017

UP TO $500,000

78

73

107

68

-37%

$500K - $1M

94

76

102

84

-18%

(2017 v 2016)

120 100 80 60 40

$1,000,000 AND UP

90

-

-

113

-

TOTALS

80

73

105

81

-23%

20 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2014

2015

2016

2017

UP TO $500,000

$396,907

$414,243

$437,237

$464,580

6%

$500K - $1M

$544,318

$575,908

$590,227

$594,816

1%

$1,000,000 AND UP

$1,020,000

-

-

$1,347,500

-

TOTALS

$424,957

$448,886

$511,482

$588,817

15%

(2017 v 2016)

$700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $2014

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

80

2014

2015

2016

2017

UP TO $500,000

51

44

35

14

-60%

$500K - $1M

7

12

33

37

12%

40

$1,000,000 AND UP

1

-

-

2

-

20

59

56

68

53

-22%

-

2014

2015

2016

2017

$20,242,255

$18,226,700

$15,303,300

$500K - $1M

$3,810,227

$6,910,900

$1,000,000 AND UP

$1,020,000

-

TOTALS

$25,072,482

TOTALS

(2017 v 2016)

70 60 50

30

10 2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE UP TO $500,000

% CHANGE (2017 v 2016)

$40,000,000

$6,504,125

-57%

$30,000,000

$19,477,500

$22,008,200

13%

-

$2,695,000

-

$31,207,325

-10%

$35,000,000

$25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $-

$25,137,600 $34,780,800

2014

2015

2016

2017


PETALUMA

SINGLE FAMILY HOME SALES

Q1 DAYS ON MARKET PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

85

77

77

73

-6%

$1M - $2M

57

214

87

82

-5%

$2M AND UP

-

-

335

315

-6%

84

81

81

75

-7%

TOTALS

(2017 v 2016)

86 84 82 80 78 76 74 72 70 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE LESS THAN $1M

% CHANGE

2014

2015

2016

2017

$534,116

$539,928

$603,802

$667,767

11%

$1,294,000

$1,121,667

$1,283,529

$1,167,607

-9%

-

-

$3,700,000 $2,550,000

-31%

$554,470

$557,207

(2017 v 2016)

$800,000 $700,000 $600,000 $500,000 $400,000

$1M - $2M $2M AND UP

$300,000 $200,000 $100,000 $2014

TOTALS

$688,257

$713,760

4%

2015

Average List Price

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

2014

2015

2016

2017

109

98

85

$1M - $2M

3

3

$2M AND UP

112

% CHANGE

140

(2017 v 2016)

120

109

28%

100

7

7

0%

-

1

1

0%

101

93

117

26%

-

2014

2015

2016

2017

% CHANGE

$90,000,000

LESS THAN $1M

$58,218,663

$52,912,940

$51,323,200

$72,786,649

42%

$1M - $2M

$3,882,000

$3,365,000

$8,984,700

$8,173,250

-9%

-

-

$3,700,000

$2,550,000

-31%

LESS THAN $1M

80

TOTALS

60 40 20 2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE

(2017 v 2016)

$80,000,000 $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000

$2M AND UP

$20,000,000 $10,000,000

TOTALS

$62,100,663

$56,277,940

$64,007,900

$83,509,899

30%

SERVING SONOMA AND NAPA | sothebyshomes.com/sonoma-real-estate

$2014

2015

2016

2017


SONOMA COAST

SINGLE FAMILY HOME SALES Q1 DAYS ON MARKET PRICE RANGE

% CHANGE

2014

2015

2016

2017

LESS THAN $1M

149

145

164

141

-14%

$1M - $2M

101

316

142

161

14%

(2017 v 2016)

175 170 165 160 155 150 145

$2M AND UP TOTALS

-

-

184

-

-

145

170

159

146

-8%

140 135 130 2014

2015

2016

2017

Q1 AVERAGE SALES PRICE (SFH) PRICE RANGE LESS THAN $1M

% CHANGE

2014

2015

2016

2017

$627,934

$627,000

$675,683

$675,786

0%

$1,291,667

$1,295,000

$1,239,598

$1,228,929

-1%

-

-

$4,365,000

-

-

(2017 v 2016)

$1,200,000 $1,000,000 $800,000 $600,000

$1M - $2M

$400,000 $200,000

$2M AND UP TOTALS

$692,166

$725,963

$924,187

$819,193

$2014

2015

Average List Price

-11%

2016

2017

Average Sale Price

Q1 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

2014

2015

2016

2017

LESS THAN $1M

28

23

24

$1M - $2M

3

4

$2M AND UP

-

-

% CHANGE

35

(2017 v 2016)

30

20

-17%

25

8

7

-13%

1

-

-100%

20

TOTALS

31

27

33

27

-18%

2014

2015

2016

2017

LESS THAN $1M

$17,582,148

$14,421,000

$16,216,400

$13,515,722

-17%

$1M - $2M

$3,875,000

$5,180,000

$9,916,781

$8,602,500

-13%

-

-

$4,365,000

-

-100%

$21,457,148

$19,601,000

$30,498,181

$22,118,222

-27%

15 10 5 2014

2015

2016

2017

Q1 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2017 v 2016)

$35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000

$2M AND UP TOTALS

$5,000,000 $2014

2015

2016

2017


TODD & LISA SHEPPARD SIGNIFICANT SALES Q1 2017

left to right from top to bottom:

32530 HIGHWAY 128, YORKVILLE | $1,840,000 3650 RUTHERFORD WAY, SANTA | $1,350,000 8038 LENO DRIVE, WINDSOR | $672,000 1154 RIVER PINE CIRCLE, PETALUMA | $602,000 506 EMILY ROSE CIRCLE, WINDSOR | $500,000 7 SUNRISE MOUNTAIN ROAD, CAZADERO | $462,650

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