Wine Country Market Update | Q2 2016 Team Sheppard

Page 1

Glen Ellen, CA | web ID: 0243739

Wine Country Market Update Second Quarter 2016 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 MESSAGE FROM OUR MANAGER: Jonathan Soh

According to the Bay Area Real Estate Information Services, in most Wine Country markets the average sales price for single-family homes increased during the second quarter of 2016 versus the second quarter of 2015. Average sales price increased by 4% in Sonoma Valley, Q2 2016 over Q2 2015, from $974,400 to $1,000,000, 35% in Healdsburg, Q2 2016 over Q2 2015, from $1,100,000 to $1,500,000, and 41% in St. Helena, Q2 2016 over Q2 2015, from $1,400,000 to $2,000,000. After consistent increases in total sales volume during the second quarter of prior years, sales volume varied between markets during the second quarter of 2016. For example, sales volume increased by 42% in Healdsburg during Q2 2016 over Q2 2015 and increased by 8% in the City of Napa Q2 2016 over Q2 2015, but by contrast, decreased in the Sonoma Valley by 26% during Q2 2016 from Q2 2015. Similarly, the number of units sold varied throughout the region. The number of units sold increased in Healdsburg by 6% Q2 2016 over Q2 2015, and the number of units sold decreased by 7% Q2 2016 to Q2 2015 in the City of Napa. Additionally, the number of units sold decreased in Sonoma Valley by 28% Q2 2016 from Q2 2015. It is difficult to determine at this time whether these inconsistencies indicate a changing market, or merely an anomaly that will correct in the third quarter.

HEALDSBURG MARKET SUMMARY (SFH) The Healdsburg market for single-family homes continued to be robust in the second quarter of 2016. • Total sales volume increased 42% from $60,500,000 in Q2 2015 to $86,000,000 in Q2 2016. • Strongest price segment was the $1M and up category which had a 74% increase in sales volume between Q2 2015 and Q2 2016 from $37,700,000 to $65,600,000. • Average sales price of single-family homes increased 35% from $1,100,000 in Q2 2015 to $1,500,000 in Q2 2016. • The $1M and up category had a 29% increase in average sales price. • Units sold in Q2 2016 over Q2 2015 increased by 6% in Healdsburg, with the strongest price segment being the $1M and up category which increased by 35% during the same time

ST. HELENA MARKET SUMMARY (SFH) The St. Helena market for single-family homes also continued to be strong in the second quarter of 2016. • The average sales price of a single-family home increased 41% from $1,400,000 in Q2 2015 to $2,00,000 in Q2 2016. • Total sales volume increased 16% overall and 48% in the $1M and up price category between Q2 2015 and Q2 2016. • Total sales volume was $55,149,000 in Q2 2016, 92% of which (or $50,679,000) included sales volume in the $1M and up price category. • The $1M+ category showed a 40% increase in the number of units sold between Q2 2015 and Q2 2016.

Q2 2016 HEALDSBURG VOLUME 3% 21% < $500k $500k - $1.0M $1.0M and up

76%

Q2 2016 ST. HELENA VOLUME 0% 8%

< $500k $500k - $1.0M $1.0M and up

92%

Sotheby’s International Realty and the Sotheby’s International Realty logo are registered (or unregistered) service marks used with permission. Operated by 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 contractor sales associates and are not employees of Sotheby’s International Realty, Inc.


SIGNIFICANT SALES Q1 2016

left to right from top to bottom:

ST. HELENA | $7,250,000 HEALDSBURG | $5,950,000 SEBASTOPOL | $2,599,000 SANTA ROSA | $2,250,000 PETALUMA | $1,999,999 MILL VALLEY | $1,774,000 NAPA | $1,698,000 GLEN ELLEN | $1,495,000 SONOMA | $1,095,000 sothebyshomes.com


SONOMA VALLEY

SINGLE FAMILY HOME SALES Approximately 40 miles north of San Francisco, Sonoma real estate is perfectly situated to maximize residents’ quality of life. Although world-renowned as a wine mecca, Sonoma maintains the tight-knit feel of a small community, with a charming downtown. In 1846, the California Republic declared its independence from Mexico, with Sonoma named the capital of this shortlived sovereign state. Consequently, Sonoma is known as the birthplace of California, a town rich in history surrounded by breathtaking natural beauty.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$360,401

$408,155

$401,538

$451,164

12%

$500K - $1M

$704,410

$683,324

$693,534

$693,383

0%

$1,776,510 $1,628,400

-8%

(2016 v 2015)

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

$1,000,000 AND UP

$1,694,622 $1,866,419

$2013

TOTALS

$790,403

$851,602

$974,393

$1,009,599

2014

Average List Price

4%

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

62

44

31

7

-77%

$500K - $1M

58

71

71

62

-13%

$1,000,000 AND UP

35

31

47

38

-19%

TOTALS

155

146

149

107

-28%

2013

2014

2015

2016

$22,344,843

$17,958,800

$12,447,675

$3,158,150

(2016 v 2015)

180 160 140 120 100 80 60 40 20 2013

2014

2015

2016

Q2 CLOSED VOLUME (SFH) PRICE RANGE UP TO $500,000

% CHANGE (2016 v 2015) -75%

$160,000,000 $140,000,000 $120,000,000 $100,000,000

$500K - $1M

$40,855,808

$48,516,025

$49,240,937

$42,989,727

-13%

$1,000,000 AND UP

$59,311,770

$57,859,000

$83,495,967

$61,879,196

-26%

$122,512,421 $124,333,825

$145,184,579

$108,027,073

-26%

TOTALS

$80,000,000 $60,000,000 $40,000,000 $20,000,000 $-

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

2013

2014

2015

2016

4


HEALDSBURG

SINGLE FAMILY HOME SALES

The quaint hamlet of Healdsburg, located at the gateway of Sonoma County’s diverse wine growing region, is just 75 miles north of San Francisco. Healdsburg is a vibrant community with world-wide recognition as a popular destination for visitors looking to experience the American Tuscany. It is a welcome retreat, catering to its visitors and residents with first class hotels, spas, restaurants and boutiques. Many Victorian and Craftsman style homes reflect the towns rich 150 year old heritage.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$405,486

$418,636

$404,933

$442,000

9%

$500K - $1M

$685,952

$670,353

$765,529

$726,543

-5%

$1,000,000 AND UP

$1,520,700 $2,259,569

$1,886,275

$2,431,096

29%

(2016 v 2015)

$1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $2013

TOTALS

$735,737

$921,094

$1,120,521 $1,509,003

2014

Average List Price

35%

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

20

11

9

5

-44%

$500K - $1M

25

26

25

25

0%

$1,000,000 AND UP

10

9

20

27

35%

TOTALS

55

46

54

57

6%

2013

2014

2015

2016

UP TO $500,000

$8,109,721

$4,605,000

$3,644,400

$2,210,000

-39%

$500K - $1M

$17,148,799

$17,429,190

$19,138,225

$18,163,575

-5%

$1,000,000 AND UP

$15,207,000

$20,336,125

$37,725,500

$65,639,579

74%

TOTALS

$40,465,520

(2016 v 2015)

60 50 40 30 20 10 2013

2014

2015

2016

Q2 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2016 v 2015)

$100,000,000 $90,000,000 $80,000,000 $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000

7

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

$42,370,315

$60,508,125

$86,013,154

42%

$2013

2014

2015

2016


SANTA ROSA

SINGLE FAMILY HOME SALES With over 150,000 residents, Santa Rosa is the largest city in Sonoma County and serves as the area’s cultural and economic hub. The vibrant downtown is home to some of the best shopping, restaurants, nightclubs and shows in the County. With a thriving arts and performing arts scene, Santa Rosa is also home to the Museum of Contemporary Art, the Sonoma County Museum, the Santa Rosa Symphony, and the Luther Burbank Home and Gardens. Santa Rosa real estate enjoys a relatively cosmopolitan environment, with many of the quaint smaller towns of Sonoma County just a sort ride away.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$350,598

$384,426

$411,702

$431,638

5%

$500K - $1M

$651,062

$661,718

$662,755

$645,600

-3%

$1,613,152 $1,279,600 $1,409,914

10%

$538,925

9%

$1,000,000 AND UP

$1,823,375

(2016 v 2015)

$700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $2013

TOTALS

$491,152

$574,932

$626,564

2014

Average List Price

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

386

299

270

174

-36%

$500K - $1M

131

140

221

218

-1%

(2016 v 2015)

600 500 400 300 200

$1,000,000 AND UP TOTALS

25

27

35

38

9%

542

466

526

430

-18%

2014

2015

2016

$114,943,384

$111,159,434

$75,105,092

-32%

100 2013

2014

2015

2016

Q2 CLOSED VOLUME (SFH) PRICE RANGE UP TO $500,000

2013 $135,330,854

% CHANGE (2016 v 2015)

$350,000,000 $300,000,000 $250,000,000 $200,000,000

$500K - $1M

$85,289,160

$92,640,574

$146,468,934

$140,740,853

-4%

$1,000,000 AND UP

$45,584,375

$43,555,100

$44,786,000

$53,576,726

20%

TOTALS

$266,204,389

$251,139,058

$302,414,368

$269,422,671

-11%

$150,000,000 $100,000,000 $50,000,000 $-

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

2013

2014

2015

2016

8


SEBASTOPOL

SINGLE FAMILY HOME SALES

Located ten miles from Bodega Bay, Sebastopol real estate sits on the western edge of the Santa Rosa plain. Sebastopol has a rich history as an apple growing region, and although apples have all but been completely supplanted by wine grapes, the town still celebrates its roots with the annual Apple Blossom Festival and Gravenstein Apple Fair. While exuding quaint small town charm, Sebastopol is also recognized as being one of the most politically progressive towns in Northern California.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$402,939

$394,385

$428,700

$302,827

-29%

$500K - $1M

$661,313

$693,050

$694,504

$767,614

11%

$2,102,917

$1,310,533

$1,454,000

$1,383,685

-5%

$1,000,000 AND UP

(2016 v 2015)

$1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $2013

TOTALS

$716,853

$718,046

$813,263

$878,229

2014

Average List Price

8%

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

80

2013

2014

2015

2016

UP TO $500,000

18

13

4

2

-50%

$500K - $1M

48

45

41

49

20%

40

$1,000,000 AND UP

6

9

10

13

30%

20

TOTALS

72

67

55

64

16%

-

2013

2014

2015

2016

UP TO $500,000

$7,252,900

$5,127,000

$1,714,800

$605,654

-65%

$500K - $1M

$31,743,017

$31,187,255

$28,474,680

$37,613,100

32%

(2016 v 2015)

70 60 50

30

10 2013

2014

2015

2016

Q2 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2016 v 2015)

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

$1,000,000 AND UP

$12,617,504

$11,794,800

$14,540,000

$17,987,900

24%

TOTALS

$51,613,421

$48,109,055

$44,729,480

$56,206,654

26%

9

$10,000,000 $2013

2014

2015

2016


ROHNERT PARK and COTATI

SINGLE FAMILY HOME SALES

As one of the first planned cities in America, Rohnert Park is thoughtfully designed to maximize the comfort and happiness of its citizens. Neighborhoods cater to families, with large Rohnert Park homes along tree-lined streets and each individual community built around a park and elementary school. Rohnert Park is also home to the beautiful campus of Sonoma State University.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$371,374

$405,124

$427,897

$445,644

4%

$500K - $1M

$595,113

$577,948

$570,261

$584,991

3%

-

-

-

$1,188,750

-

$390,416

$453,440

$484,217

$551,162

14%

(2016 v 2015)

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

$1,000,000 AND UP

$2013

TOTALS

2014

Average List Price

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE UP TO $500,000

2013

2014

2015

2016

86

67

55

31

% CHANGE

95

(2016 v 2015)

94

-44%

93

94 93

$500K - $1M

8

26

36

59

64%

$1,000,000 AND UP

-

-

-

2

-

94

93

91

92

1%

2013

2014

2015

2016

UP TO $500,000

$31,938,200

$27,143,288

$23,534,350

$13,814,950

-41%

$500K - $1M

$4,760,900

$15,026,650

$20,529,400

$34,514,460

68%

-

-

-

$2,377,500

-

$36,699,100

$42,169,938

$50,706,910

15%

92 92 91 91 90

TOTALS

90 2013

2014

2015

2016

Q1 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2016 v 2015)

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

$1,000,000 AND UP

$10,000,000 $-

TOTALS

$44,063,750

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

2013

2014

2015

2016

10


PETALUMA

SINGLE FAMILY HOME SALES

The town of Petaluma offers a little slice of California history to all who come to sample its Victorian delights. Petaluma offers many colorful family events that provide opportunities to escape the everyday hustle and bustle of life. The Great Petaluma Mill, which stands guard over the west bank, is one of the oldest structures in town.

Q2 AVERAGE SALES PRICE (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

$393,728

$429,810

$440,429

$461,586

5%

$500K - $1M

$633,073

$637,904

$667,119

$681,450

2%

$1,263,000

$1,311,100

$1,168,942

$1,290,820

10%

(2016 v 2015)

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

$1,000,000 AND UP

$300,000 $200,000 $100,000 $2013

TOTALS

$521,322

$613,959

$653,971

$693,734

2014

Average List Price

6%

2015

2016

Average Sales Price

Q2 CLOSED UNITS: # OF SIDES (SFH) PRICE RANGE

% CHANGE

2013

2014

2015

2016

UP TO $500,000

93

48

38

19

-50%

$500K - $1M

73

78

108

127

18%

(2016 v 2015)

180 160 140 120 100 80 60

5

10

13

10

-23%

40

171

136

159

156

-2%

-

2013

2014

2015

2016

UP TO $500,000

$36,616,708

$20,630,900

$16,736,300

$8,770,128

-48%

$500K - $1M

$46,214,342

$49,756,500

$72,048,834

$86,544,110

20%

$1,000,000 AND UP

$6,315,000

$13,111,000

$15,196,250

$12,908,200

-15%

TOTALS

$89,146,050

$83,498,400

$103,981,384

$108,222,438

4%

$1,000,000 AND UP TOTALS

20 2013

2014

2015

2016

Q2 CLOSED VOLUME (SFH) PRICE RANGE

% CHANGE (2016 v 2015)

$120,000,000 $100,000,000 $80,000,000 $60,000,000 $40,000,000 $20,000,000 $-

11

2013

2014

2015

2016


SOTHEBY’S, INC. LICENSE NO. 1216058. © SOTHEBY’S, INC. 2015

Visit us in-store or online everyday. Our wine specialists will help you shop for the best wines for all occasions.

sothebysWINE.com New York |

+1 212 894 1990 | wine@sothebys.com


ON THE MARKET

left to right from top to bottom:

SONOMA VALLEY KENWOOD | Web: 0244064 | $4,195,000 SONOMA | Web: 1190374 | $2,950,000 GLEN ELLEN | Web: 0244135 | $2,495,000 NAPA VALLEY ST. HELENA | Web: 0244037 | $15,000,000 CALISTOGA | Web: 0244059 | $1,950,000 NAPA | Web: 1190347 | $1,799,938 OTHER MARKETS HEALDSBURG | Web: 0087976 | $5,350,000 SANTA ROSA | Web: 1190375 | $4,500,000 MENDOCINO COUNTY | Web: 0244122 | $1,300,000 sothebysrealty.com


AN EXQUISITE DIAMOND DESERVES AN EXCLUSIVE SETTING.

Collection available for purchase at Sotheby’s Diamonds salons and exclusive exhibitions worldwide. New York +1 212 894 1400 | London +44 20 7293 6430 | Hong Kong +852 2822 8179 | sothebysdiamonds.com SOTHEBY’S, INC. LICENSE NO. 1216058. © SOTHEBY’S, INC. 2015


ON THE MARKET

left to right from top to bottom:

METROPOLITAN MARKETS NEW YORK, NY | Web: 00110466 | $3,999,000 SAN FRANCISCO, CA | Web: 0088050 | $3,595,000 LOS ANGELES, CA | Web: 0027432 | $3,295,000 RESORT MARKETS SOUTHAMPTON, NY | Web: 0057018 | $3,595,000 SANTA BARBARA, CA | Web: 0593031 | $3,495,000 PALM BEACH | Web: 0076791 | $3,120,000 FOREIGN MARKETS ITALY | Web: G8QJ7C | $3,894,948 FRANCE | Web: BR6KFJ | $3,883,819 ENGLAND | Web: HTTEJ6 | $3,852,285 sothebyshomes.com


AUCTION CALENDAR JUL | AUG | SEPT 2016

Old Master and British Works on Paper Including drawings from the Oppé Collection London 05-06 July Celebration of the English Watch Part II: John Harrison’s Enduring Discovery London 07 July Victorian, Pre-Raphaelite & British Impressionist Art London 14 July Contemporary Living New York 28 July RM Sotheby’s: Motor City Michigan 30 July

We invite you to explore our real estate listings at sothebyshomes.com and view the worldwide auction schedule at sothebys.com Enquiries +1 212 606 7000. Sotheby’s 72 & York Register now at sothebys.com SOTHEBY’S, INC. LICENSE NO. 1216058. © SOTHEBY’S, INC. 2016

RM Sotheby’s: Monterey Monterey 19 August A Unique Crystal Magnum Decanter of Special Louis XIII Cognac Engraved with a Map of the Americas & Finest & Rarest Wines New York 09-10 September Asia Week New York 13-17 September Important Jewels New York 22 September Contemporary Curated New York 29 September

CRYSTAL MAGNUM DECANTER OF UNIQUE LOUIS XIII COGNAC AMERICAS EDITION Estimate $100,000+ New York 10 September An Asia and Europe edition were also commissioned and will be offered in Hong Kong on 1 October and in London on 16 November, respectively


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.