9 Ivy Lane CMA/Listing Presentation

Page 1

Comparable Properties Report Prepared for Ross Gualco on 7/22/2021 San Geronimo Valley

9 Ivy Ln

Lotte and Sarah 415.412.7471 lotteandsarah@compass.com


Subject Property Prepared for Ross Gualco on 7/22/2021 San Geronimo Valley

9 Ivy Lane Information from sale in 1992:

Property Information Property Type: Single Family Beds: 2 Baths Full / Half: 1 Sq. Ft.: 716 Lot Size: 14,028 SF / 0.32 AC Year Built: 1923 Taxes: HOA Fees:

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.


Comparables Summary

Prepared for Ross Gualco on 7/22/2021

Active BATHS FULL /

ORIGINAL

LAST ASKING

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

17 Maple Rd

3

2/0

1,278

6,499

$975,000

$975,000

$763

1,278

6,499

$975,000

$975,000

$763

ORIGINAL

LAST ASKING

AVERAGES

CLOSING PRICE PPSF

CHARGES

LISTED

CONTRACT

SOLD

7/20/21

DOM 9 9

Contract BATHS FULL /

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

201 Railroad

3

1/0

1,183

10,001

$699,000

$800,000

$676

1,183

10,001

$699,000

$800,000

$676

ORIGINAL

LAST ASKING

CLOSING PRICE PPSF

CHARGES

LISTED

CONTRACT

7/7/21

7/17/21

SOLD

DOM 10

Ave AVERAGES

10

Sold BATHS FULL /

MONTHLY

ADDRESS

BED

HALF

SF

LOT

LISTING PRICE PRICE

CLOSING PRICE PPSF

126 Redwood

2

1/1

1,300

7,348

$649,000

$649,000

$618,000

2

2/0

1,731

9,426

$1,095,000

$1,095,000

4

2/0

1,595

13,460 $924,000

2

1/0

1,472

43,56

CHARGES

LISTED

CONTRACT

SOLD

DOM

$475

8/2/20

7/1/21

7/14/21

320

$1,403,000

$811

5/20/21

5/27/21

6/11/21

7

$924,000

$1,155,000

$724

5/8/21

5/19/21

5/26/21

11

$788,000

$788,000

$865,000

$588

6/11/20

6/18/20

7/16/20

5

8

Dr 19 Castle Rock Ave 221 Redwood Dr 36 Sylvan Way 170 Redwood

0 3

2/0

1,233

19,375

$845,000

$845,000

$977,000

$792

12/10/20

12/18/20

1/13/21

1

1/0

1,279

7,405

$750,000

$750,000

$750,000

$586

10/6/20

10/6/20

10/9/20

1

1/0

510

12,197

$699,000

$699,000

$715,000

$1,402

10/12/20

10/19/20

10/30/20

7

3

3/0

17,859

$845,000

$845,000

$845,000

11/5/20

12/1/20

12/7/20

3

16,329 $824,375

$824,375

$916,000

Dr 90 Madrone Ave 263 Redwood Dr 29 Fir Ave AVERAGES

1,303

$768

52

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.


Price & Days On Market Active (1)

Pending (1)

Sold (8)

Trend Line

$1,500,000 $1,400,000

4

$1,300,000 $1,200,000 5

Price

$1,100,000 $1,000,000

71

$900,000 6 10

$800,000 $700,000

2 8 9

3

$600,000 $500,000 0

50

100

150

200

250

300

Cumulative Days On Market

17 Maple Rd San Geronimo Valley, Woodacre

2 201 Railroad Ave San Geronimo Valley, Woodacre

3 126 Redwood Dr San Geronimo Valley, San Geronimo

5 221 Redwood Dr San Geronimo Valley, Woodacre

6 36 Sylvan Way San Geronimo Valley, Woodacre

7

9 263 Redwood Dr San Geronimo Valley, Woodacre

10 29 Fir Ave San Geronimo Valley, San Geronimo

1

† Trend Line Based On Sold And Pending Listings Only All information provided is deemed reliable but is not guaranteed and should be independently verified.

170 Redwood Dr San Geronimo Valley, Woodacre

4 19 Castle Rock Ave San Geronimo Valley, Woodacre 8 90 Madrone Ave San Geronimo Valley, Woodacre


Price & Size Active (1)

Pending (1)

Sold (8)

Trend Line

$1,500,000 $1,400,000

4

$1,300,000 $1,200,000 5

Price

$1,100,000 $1,000,000

71

$900,000 6

$800,000

10

2 8 9

$700,000

3

$600,000 $500,000 0

2.5k

5k

7.5k

10k

12.5k

15k

17.5k

Size (Sq Ft)

17 Maple Rd San Geronimo Valley, Woodacre

2 201 Railroad Ave San Geronimo Valley, Woodacre

3 126 Redwood Dr San Geronimo Valley, San Geronimo

5 221 Redwood Dr San Geronimo Valley, Woodacre

6 36 Sylvan Way San Geronimo Valley, Woodacre

7

9 263 Redwood Dr San Geronimo Valley, Woodacre

10 29 Fir Ave San Geronimo Valley, San Geronimo

1

† Trend Line Based On Sold And Pending Listings Only All information provided is deemed reliable but is not guaranteed and should be independently verified.

170 Redwood Dr San Geronimo Valley, Woodacre

4 19 Castle Rock Ave San Geronimo Valley, Woodacre 8 90 Madrone Ave San Geronimo Valley, Woodacre


9 Ivy Ln Active A.

17 Maple Rd

In Contract B.

201 Railroad Ave

Sold C.

126 Redwood Dr

D.

19 Castle Rock Ave

E.

221 Redwood Dr

F.

36 Sylvan Way

G.

170 Redwood Dr

H.

90 Madrone Ave

I.

263 Redwood Dr

J.

29 Fir Ave

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 A

Comparable Property B

Comparable Property C

9 Ivy Ln

17 Maple Rd

201 Railroad Ave

126 Redwood Dr

Woodacre, CA

Woodacre, CA

San Geronimo, CA

MLS: 321067295

MLS: 321061966

Status Bedrooms Baths Square Feet PPSF Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Co-op Fees Taxes Listed Date Contract Date Sold Date DOM - Days on Market Lot Size Property Type Year Built Total Adj Total Adj Value

Adj

MLS: 22017974 Adj

Adj

Not For Sale 2 1 716 -

Active 3 2 1,278 $763 $975,000 $975,000 Jul 20, 2021 -

Pending 3 1 1,183 $676 $699,000 $800,000 Jul 07, 2021 Jul 17, 2021 -

Closed 2 1.5 1,300 $475 $649,000 $649,000 $618,000 Aug 02, 2020 Jul 01, 2021 Jul 14, 2021

-

9

10

320

6,499 SF / 0.15 AC

10,001 SF / 0.23 AC

7,348 SF / 0.17 AC

Single Family 1963 $0 $975,000

Single Family 1946 $0 $800,000

Single Family 1963 $0 $618,000

14,028 SF / 0.32 AC Single Family 1923 $0

* This represents an estimated sale price for this property. It is not the same as an opinion of value in appraisal developed by a licensed appraiser under the Uniform Standards of Professional Appraisal practice. The information contained herein is derived from the local MLS and does not purport to be complete nor, necessarily, accurate and should be independently verified; nor does it represent or constitute a legal analysis or financial advice. Changes in price, condition, sale, or withdrawal may be made without notice. All measurements and square footage are approximate. Equal Housing Opportunity. Compass and its agents disclaim any and all liability for representations and warranties, express or implied, contained in, or for omissions from, the information contained herein or any other written or oral communication transmitted or made available to the recipient. This is not intended to solicit property already listed. 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.


Subject Property

Comparable Property D

Comparable Property E

Comparable Property F

9 Ivy Ln

19 Castle Rock Ave

221 Redwood Dr

36 Sylvan Way

Woodacre, CA

Woodacre, CA

Woodacre, CA

MLS: 321043345

MLS: 321035091

Status Bedrooms Baths Square Feet PPSF Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Co-op Fees Taxes Listed Date Contract Date Sold Date DOM - Days on Market Lot Size Property Type Year Built Total Adj Total Adj Value

Adj

MLS: 22010521 Adj

Adj

Not For Sale 2 1 716 -

Closed 2 2 1,731 $811 $1,095,000 $1,095,000 $1,403,000 May 20, 2021 May 27, 2021 Jun 11, 2021

Closed 4 2 1,595 $724 $924,000 $924,000 $1,155,000 May 08, 2021 May 19, 2021 May 26, 2021

Sold 2 1 1,472 $588 $788,000 $788,000 $865,000 Jun 11, 2020 Jun 18, 2020 Jul 16, 2020

-

7

11

5

9,426 SF / 0.22 AC

13,460 SF / 0.31 AC

43,560 SF / 1 AC

Single Family 1963 $0 $1,403,000

Single Family 1914 $0 $1,155,000

Single Family 1923 $0 $865,000

14,028 SF / 0.32 AC Single Family 1923 $0

* This represents an estimated sale price for this property. It is not the same as an opinion of value in appraisal developed by a licensed appraiser under the Uniform Standards of Professional Appraisal practice. The information contained herein is derived from the local MLS and does not purport to be complete nor, necessarily, accurate and should be independently verified; nor does it represent or constitute a legal analysis or financial advice. Changes in price, condition, sale, or withdrawal may be made without notice. All measurements and square footage are approximate. Equal Housing Opportunity. Compass and its agents disclaim any and all liability for representations and warranties, express or implied, contained in, or for omissions from, the information contained herein or any other written or oral communication transmitted or made available to the recipient. This is not intended to solicit property already listed. 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.


Subject Property

Comparable Property G

Comparable Property H

Comparable Property I

9 Ivy Ln

170 Redwood Dr

90 Madrone Ave

263 Redwood Dr

Woodacre, CA

Woodacre, CA

Woodacre, CA

MLS: 22029306

MLS: 22024166

Status Bedrooms Baths Square Feet PPSF Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Co-op Fees Taxes Listed Date Contract Date Sold Date DOM - Days on Market Lot Size Property Type Year Built Total Adj Total Adj Value

Adj

MLS: 22024597 Adj

Adj

Not For Sale 2 1 716 -

Closed 3 2 1,233 $792 $845,000 $845,000 $977,000 Dec 10, 2020 Dec 18, 2020 Jan 13, 2021

Sold 1 1 1,279 $586 $750,000 $750,000 $750,000 Oct 06, 2020 Oct 06, 2020 Oct 09, 2020

Sold 1 1 510 $1,402 $699,000 $699,000 $715,000 Oct 12, 2020 Oct 19, 2020 Oct 30, 2020

-

8

0

7

19,375 SF / 0.44 AC

7,405 SF / 0.17 AC

12,197 SF / 0.28 AC

Single Family 1963 $0 $977,000

Single Family 1975 $0 $750,000

Single Family 1952 $0 $715,000

14,028 SF / 0.32 AC Single Family 1923 $0

* This represents an estimated sale price for this property. It is not the same as an opinion of value in appraisal developed by a licensed appraiser under the Uniform Standards of Professional Appraisal practice. The information contained herein is derived from the local MLS and does not purport to be complete nor, necessarily, accurate and should be independently verified; nor does it represent or constitute a legal analysis or financial advice. Changes in price, condition, sale, or withdrawal may be made without notice. All measurements and square footage are approximate. Equal Housing Opportunity. Compass and its agents disclaim any and all liability for representations and warranties, express or implied, contained in, or for omissions from, the information contained herein or any other written or oral communication transmitted or made available to the recipient. This is not intended to solicit property already listed. 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.


Subject Property

Comparable Property J

9 Ivy Ln

29 Fir Ave San Geronimo, CA MLS: 22026517

Status Bedrooms Baths Square Feet PPSF Original Listing Price Last Asking Price Closing Price HOA Fees Condo/Co-op Fees Taxes Listed Date Contract Date Sold Date DOM - Days on Market Lot Size Property Type Year Built Total Adj Total Adj Value

Adj

Not For Sale 2 1 716 -

Sold 3 3 $845,000 $845,000 $845,000 Nov 05, 2020 Dec 01, 2020 Dec 07, 2020

-

3

14,028 SF / 0.32 AC Single Family 1923 $0

17,859 SF / 0.41 AC Single Family 1981 $0 $845,000

* This represents an estimated sale price for this property. It is not the same as an opinion of value in appraisal developed by a licensed appraiser under the Uniform Standards of Professional Appraisal practice. The information contained herein is derived from the local MLS and does not purport to be complete nor, necessarily, accurate and should be independently verified; nor does it represent or constitute a legal analysis or financial advice. Changes in price, condition, sale, or withdrawal may be made without notice. All measurements and square footage are approximate. Equal Housing Opportunity. Compass and its agents disclaim any and all liability for representations and warranties, express or implied, contained in, or for omissions from, the information contained herein or any other written or oral communication transmitted or made available to the recipient. This is not intended to solicit property already listed. 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.


San Geronimo Valley

17 Maple Rd Property Status Active

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $975,000 Last Asking Price: $975,000 PPSF: $763 Listed Date: 07/20/2021 DOM: 9 Listing Brokerage: Coldwell Banker Realty

Property Information Property Type: Single Family Beds: 3 Baths Full / Half: 2 Sq. Ft.: 1,278 Lot Size: 6,499 SF / 0.15 AC Year Built: 1963 Taxes: HOA Fees:

Tucked away on a knoll-top setting is this 3 bedroom, 2 bath Ranch style home with single level living and enchanting views of the hills and valley. Remodeled and maintained over the years with the utmost integrity and pride of ownership. The open floor plan with vaulted beam ceilings provides a burst of natural light throughout the house. The kitchen/dining area overlooks the backyard IPE hardwood deck for ease of outdoor entertaining. Other special features of the house include beautiful hardwood and tile floors, granite counter tops, stainless appliances, wood burning fireplace and hot tub with outside shower. The downstairs basement has an unfinished area w/the possibility of room for expansion. Off-street parking for 5 cars which includes a 2-car garage with epoxy floors. Close to open space with awesome hiking and world-class hiking trails, horseback riding trails and parks. Minutes from the vibrant Town of Fairfax with wonderful restaurant-dining and entertainment.

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.


|

17 Maple Rd

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

201 Railroad Ave Property Status Pending

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $699,000 Last Asking Price: $800,000 PPSF: $676 Listed Date: 07/07/2021 Contract Date: 07/17/2021 DOM: 10 Listing Brokerage: Berkshire Hathaway

Property Information Property Type: Single Family Beds: 3 Baths Full / Half: 1 Sq. Ft.: 1,183 Lot Size: 10,001 SF / 0.23 AC Year Built: 1946 Taxes: HOA Fees:

Private Retreat in beautiful San Geronimo Valley nestled in the picturesque town of Woodacre! This is the country home or weekend retreat you have been looking for with a pool, outdoor barbeque, spa and plenty of room for your garden or play yard. Located just 40 minutes from San Francisco, 15 minutes from San Rafael and 20 minutes from Point Reyes National Seashore it's your home away from home and ready for your updating and finishing touches.

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.


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201 Railroad Ave

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

126 Redwood Dr Property Status Closed

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $649,000 Last Asking Price: $649,000 Closing Price: $618,000 PPSF: $475 Listed Date: 08/02/2020 Contract Date: 07/01/2021 Sold Date: 07/14/2021 DOM: 320 Listing Brokerage: Coldwell Banker Realty

Property Information Property Type: Single Family Beds: 2 Baths Full / Half: 1.5 Sq. Ft.: 1,300 Lot Size: 7,348 SF / 0.17 AC Year Built: 1963 Taxes: HOA Fees:

Come home to this beautifully private retreat located in the heart of San Geronimo Valley. The property features 2 bedrooms and 1.5 bathrooms at 1,300 sqft and sits on 7,350 sqft lot. Drenched with natural light and breath taking views this tree house property is one of a kind...the perfect getaway! All just minutes from downtown Fairfax.

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.


|

126 Redwood Dr

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

19 Castle Rock Ave Property Status Closed

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $1,095,000 Last Asking Price: $1,095,000 Closing Price: $1,403,000 PPSF: $811 Listed Date: 05/20/2021 Contract Date: 05/27/2021 Sold Date: 06/11/2021 DOM: 7 Listing Brokerage: Compass

Property Information Property Type: Single Family Beds: 2 Baths Full / Half: 2 Sq. Ft.: 1,731 Lot Size: 9,426 SF / 0.22 AC Year Built: 1963 Taxes: HOA Fees:

Amazing quality at this craftsman home in the coveted flats of Woodacre! From the moment you walk through the gate of this nearly quarter-acre parcel you will feel the enchantment of this special spot, with sunny gardens and tremendous pride of ownership. Remodeled in 2006 with high-quality custom finishes, you will enjoy 3-season indoor/outdoor living. The large chef's kitchen awaits your first dinner party, and the vaulted dining room seamlessly blends with the adjacent yard. With attention to detail throughout and smart built-ins, the home lives large. With soaring cathedral ceilings, the living room overlooks the ancient oaks of the front yard, and the cozy wood stove will warm your winter nights. A path through the grounds leads to a bonus studio with many possibilities, perfect for artists or a home office. Adjacent to all the best of the glorious San Geronimo Valley, trails in every direction, perfect for hikers & bikers! The perfect home base for your active Marin lifestyle!

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.


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19 Castle Rock Ave

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

221 Redwood Dr Property Status Closed

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $924,000 Last Asking Price: $924,000 Closing Price: $1,155,000 PPSF: $724 Listed Date: 05/08/2021 Contract Date: 05/19/2021 Sold Date: 05/26/2021 DOM: 11 Listing Brokerage: Coldwell Banker Realty

Property Information Property Type: Single Family Beds: 4 Baths Full / Half: 2 Sq. Ft.: 1,595 Lot Size: 13,460 SF / 0.31 AC Year Built: 1914 Taxes: HOA Fees:

Come home to this incredible property located in the flats of Woodacre in one of San Geronimo Valleys most sought after neighborhoods. This beautiful vintage Craftsman home features 4 bedrooms / 2 baths, vintage kitchen. Additionally, the property offers a detached cottage with vaulted ceilings, spacious sleeping loft, full bath and kitchen all overlooking this incredible creekside setting on a large level lot with year round sun and a variety of mature fruit trees. This is truly a destination retreat property, offering the perfect balance of Northern California living for both indoor and outdoor entertaining. All just minutes from downtown Fairfax and at the gate way to some of west Marin's best parks and open space preserves, which offer access to some of the county's best hiking, biking, and riding trails in the Bay Area.

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.


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221 Redwood Dr

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

36 Sylvan Way Property Status Sold

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $788,000 Last Asking Price: $788,000 Closing Price: $865,000 PPSF: $588 Listed Date: 06/11/2020 Contract Date: 06/18/2020 Sold Date: 07/16/2020 DOM: 5 Listing Brokerage: Coldwell Banker Realty

Property Information Property Type: Single Family Beds: 2 Baths Full / Half: 1 Sq. Ft.: 1,472 Lot Size: 43,560 SF / 1 AC Year Built: 1923 Taxes: HOA Fees:

This forest haven is nestled among towering Redwood and Douglas Fir trees with views to the hills beyond. Just 10 minutes from the restaurants and shopping of Fairfax~Lagunitas, but close enough to the city to commute. This charmer has the potential to live in as is, or extend to 3,259 sq ft. The existing home includes two large bedrooms, open-plan living & dining with cozy wood-burning stove, high-speed internet for those wanting to work from home, a basement workshop for the hobbyists, cubby house for the kids, hot tub, huge sunny deck on a 1 acre parcel with level cottage gardens and dramatic forest views. Enjoy picnics, outdoor entertaining, home grown produce, room for kids and pets to play on level lawns, all with miles of trails from the front door. Newer Engineered Septic

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.


|

36 Sylvan Way

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

170 Redwood Dr Property Status Closed

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $845,000 Last Asking Price: $845,000 Closing Price: $977,000 PPSF: $792 Listed Date: 12/10/2020 Contract Date: 12/18/2020 Sold Date: 01/13/2021 DOM: 8 Listing Brokerage: Engel & Volkers

Property Information Property Type: Single Family Beds: 3 Baths Full / Half: 2 Sq. Ft.: 1,233 Lot Size: 19,375 SF / 0.44 AC Year Built: 1963 Taxes: HOA Fees:

This adored and meticulously remodeled home is located on one of Woodacre's most desirable streets. Beautifully sited above the street, the .44 acre lot includes Japanese maples, dogwoods and a ring of redwoods. The extensive use of skylights and large windows provide a bright and serene retreat. The recently remodeled kitchen includes high end appliances, ample cabinets and counter space that would make any cook happy. The deck off the kitchen provides easy transition to outdoor dining. Above the 2-car garage is a bonus room; home office, playroom, exercise space? Close to some of Marin's most beautiful hiking, mountain biking trails, equestrain facilities and the Woodacre Improvement Club. 10 minutes to Fairfax's vibrant shops and restaurants, 20 minutes to Point Reyes National Seashore, 35 minutes to the Golden Gate Bridge. This home checks a lot of boxes!

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.


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170 Redwood Dr

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

90 Madrone Ave Property Status Sold

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $750,000 Last Asking Price: $750,000 Closing Price: $750,000 PPSF: $586 Listed Date: 10/06/2020 Contract Date: 10/06/2020 Sold Date: 10/09/2020 DOM: 0 Listing Brokerage: Coldwell Banker Realty

Property Information Property Type: Single Family Beds: 1 Baths Full / Half: 1 Sq. Ft.: 1,279 Lot Size: 7,405 SF / 0.17 AC Year Built: 1975 Taxes: HOA Fees:

Beutiful Woodacre retreat located in the heart of the San Geronimo Valley. Think Sea Ranch meets Marin. This incredible property sits on a private sunny knoll overlooking San Geronimo Valley. The residence features 1 bedrooms, 1 baths residence , plus an additional loft used as the master overlooking the open concept living below with full kitchen, living room opening to a private deck / patio / yard and gardens. Year-round sun makes this the ideal locations to enjoy an extended gardening seasons or relaxing on the patio star gazing under the clear west Marin sky's This is truly a destination property, offering the perfect balance of Northern California Living for both indoor and outdoor entertaining. All just minutes from downtown Fairfax and at the gateway to some of west Marin's best Parks and open space preserves, which offer access to some of the county's best Hiking, Biking, and Riding trails in the Bay Area.

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.


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90 Madrone Ave

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

263 Redwood Dr Property Status Sold

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $699,000 Last Asking Price: $699,000 Closing Price: $715,000 PPSF: $1,402 Listed Date: 10/12/2020 Contract Date: 10/19/2020 Sold Date: 10/30/2020 DOM: 7 Listing Brokerage: REAL ESTATE EBROKER, INC.

Property Information Property Type: Single Family Beds: 1 Baths Full / Half: 1 Sq. Ft.: 510 Lot Size: 12,197 SF / 0.28 AC Year Built: 1952 Taxes: HOA Fees:

Welcome to this cozy home retreat that offers privacy, lush gardens, sunshine, crickets at night, quietness and a seasonal creek. This home is located in one of Woodacres most sought after locations. An additional small studio with bath and kitchenette offers several options for guests or additional income. The current owner has lovingly remodeled both of the living structure with great attention to comfort, detail and quality. This special retreat feels miles away, yet only 10 minutes from the social scene of Fairfax and San Anselmo. Ask for the huge list of recent improvements. Would also make a wonderful vacation get away home just 45 minutes from S. F., Berkeley, and Oakland.

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.


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263 Redwood Dr

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


San Geronimo Valley

29 Fir Ave Property Status Sold

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

Transaction Information Original Listing Price: $845,000 Last Asking Price: $845,000 Closing Price: $845,000 Listed Date: 11/05/2020 Contract Date: 12/01/2020 Sold Date: 12/07/2020 DOM: 3 Listing Brokerage: Front Porch Realty Group

Property Information Property Type: Single Family Beds: 3 Baths Full / Half: 3 Sq. Ft.: Lot Size: 17,859 SF / 0.41 AC Year Built: 1981 Taxes: HOA Fees:

Moments away from West Marin's open space ridge line, this inviting Woodacre property brings in abundant natural light year round with majestic views across the valley to the ridge above Spirit Rock. The floorplan of this serene home offers versatility for living, working, and sleeping possibilities on all three levels. The lower level has a separate entrance with a beautiful full bathroom and is outfitted with the possibility for a kitchenette if rental income or multi family use is desired. This is your opportunity to own a peaceful respite from the rest of the world, yet just be minutes from the bustle of Fairfax, Samuel P. Taylor Park and the Pt Reyes National Seashore. Just out the door is access to the open space and watershed trails which will take you throughout West Marin.

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.


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29 Fir Ave

Comparable Property Details Prepared for Ross Gualco on 7/22/2021

San Geronimo Valley

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.


9 Ivy Lane Woodacre, CA

Lotte Moore, Sarah Kowalczyk | Team Lotte and Sarah


N O W, M O R E T H A N E V E R , THE EXPERTISE OF A R E A L E S TAT E P R O F E S S I O N A L M AT T E R S I N T H E S A L E O F YO U R H O M E


Team Lotte and Sarah Lotte and Sarah are a super dynamic team of world-class realtors with a deep knowledge of the unique, high-stakes luxury market in San Francisco and Marin County. Longtime San Francisco-Marin residents, the team has fantastic resources and connections within the Bay Area community. With extensive backgrounds in business before beginning respective careers in real estate and an international perspective, they pride themselves on working tirelessly for their clients, with a unique blend of light-hearted humor and fierce negotiating strategy.

Let me show you why we are the right agents for you.

When you work with us, you will get: Conceirge Luxury Service Top Marketing Capabilitie Four Licensed and Available Agents Your goals put first Top Negotiating Power

Team Lotte and Sarah Lotte: 415.412.7471 Sarah: 415.464.7484 team@lotteandsarah.com lotteandsarah.com lotteandsarah


The Proof is in the Numbers Team Lotte and Sarah are members of Top Agent Network and were Partners and Top Producers at McGuire Real Estate. We recently made the move and joined Compass, a technology-driven real estate company. Fusing the best of a brokerage and startup, it will allow us to elevate our business and provide you with the best service possible. Team Lotte and Sarah Stats

$731M

444

6

32

Ranked Top 6 Marin Teams

Collective Years in Real Estate

Total Sales Volume

Total Transactions


We let our clients do the talking. We knew right away when we interviewed Sarah Kowalczyk that she was the sort of real estate agent we were looking for. She was polite, intelligent, and, most important, thoroughly prepared and knowledgeable. She had, in short, all the professional qualities and credentials we needed. Her capability was proven almost immediately. Clients she brought with her on the very first day to view our house bought it shortly thereafter. The entire procedure could not have been more smooth or well handled. It is necessary also to mention that Sarah’s assistant, Stephanie Kirkwood, proved equally capable and helpful in every respect.

FR ANK SEIDNER | SELLER | INVERNESS We just sold our Belvedere home with Lotte & Sarah in a record time of a week! Lotte had sold us the same house just 3 years earlier, and that had been such a positive experience that we knew we’d work with her again. Sarah and Lotte, together with their office support Stephanie, are a slick team - efficient, proactive, highly competent and professional- in a league of their own! They act with the highest integrity and transparency and it was a pleasure to work with them. Most of all, they are really nice people. Thank you ladies!

CAROL BAGGATINI | SELLER | BELVEDERE-TIBURON

Lotte and Mia were incredibly patient and helpful throughout our home search and purchasing process. During the home search they kindly provided helpful information about neighborhoods, specific home considerations any other noteworthy information relating to the home. Lotte patiently walked us through how the home purchasing process worked from beginning to end, thoroughly answering all of our novice first time homeowner questions. Lotte and Mia went above and beyond in showing us homes and guiding us through the overall process. We cannot thank them enough.

MARIEL MCCARTER | BUYER | SAN ANSELMO


“I cannot recommend Lotte Moore more highly. We worked with Lotte for more than a year in finding the right house to buy in a very tough sellers’ market. We literally saw dozens of properties with Lotte (and several times with Mia or Sarah when Lotte wasn’t available). At each property, we knew we could rely on Lotte’s sharp eye and experience to warn us about potential pitfalls with each property and even in looking ahead with what it would be like if we ever sold the property. At each step of the way we felt like we were in great hands and well taken care of. Lotte fulfilled her fiduciary duty to us as buyers at the highest ethical level. We never felt pressured to buy a home even though we took up so much of her time. When we finally found the right property, there were other highly interested parties and it became very competitive. At each step Lotte kept her cool and helped us become the winning offer. This is our third home purchase, but the first time with Lotte. After our experience with her, I wouldn’t want any other realtor by our side for the sale or purchase of a property.” GORDON K AUPP | BUYER | NOVATO

Lotte and Sarah were our expert guides and champions throughout a six month home search that began with turn-key homes in densely populated suburbs and ended with our country diamond in the rough. Our experience together included an evolving life plan, pandemic, major market moves, and it spanned many towns across two counties. It’s hard to overstate their ability to provide unique and valuable insight for each twist and turn along the way. Looking back, we credit them for building confidence in us to think beyond the expected path. Tonight we’re sitting in front of a cozy fire on a cold night, tomorrow we’ll work from home and plant some natives around an already beautiful, raw landscape. We’re happy. Thank you, Lotte and Sarah, for “getting us” and for bringing TLC, joy, and humor to the journey. BRIDGIT SHEILS | BUYER | SEBASTOPOL


Nobody knows the Marin area like I do.

Notable Sales Here is a snapshot of our top sales in San Geronimo Valley.

80 West Nicasio Road 40 Tamarack Road 5 BD 5 BA 3970SF $2,750,000 3 BD 2 BA 2464SF $2,450,000

105 Rosario Road 3 BD 3 BA 2472 SF

9 Chaparral Lane 4 BD 3 BA 2698 SF

112 Railroad Avenue 3 BD 4 BA 3276 SF

12 Meadow View Lane 4 BD 4 BA 4500 SF


Notable Sales in West Marin

704 B Street 3 BD 3 BA 1650 SF

12860 Sir Francis Drake 2 BD 3 BA 1600 SF $2,700,000

100 South Dream Farm Road 3 BD 2 BA 2200 SF $2,750,000

80 West Nicasio Road 5 BD 5 BA 3970 SF $2,750,000

11925 State Route 1 5 BD 3 BA 2472 SF $2,950,000

58 West Nicasio Road 4 BD 4 BA 4380 SF

17523 State Route 1 Highway 2 BD 2 BA 1660 SF $3,100,000

164 Seadrift Road 4 BD 4 BA 3425 SF $8,000,000

80 Olema Bolinas Road 5 BD 5 BA 5695SF $10,400,000


Our community is my passion. I love the area I serve and am deeply involved in the local community. You can find me volunteering for my favorite causes or working with my favorite local organization.

Board Member, Challenged Athlete's Foundation (CAF) Former Board Member, Cutting Ball Theater Donors, BCLT, Bolinas Museum, Dance Palace, CLAM, Sloan Kettering, CAF

compass.com/compass-cares

"Home is so much more than a house. ”


My team is dedicated to selling your home.

Sarah Kowalczyk DRE# 01742287 Sales Assoc. 415.464.7484 sarah.kowalczyk@compass.com

Lotte Moore DRE# 01744042 Sales Assoc. 415.412.7471 lotte.moore@compass.com

Stephanie Kirkwood DRE# 02108811 Assistant Sales Assoc. (415) 713-5176 stephanie.kirkwood@compass.com

Mia Anderson DRE# 02086724 Assistant Sales Assoc. (415) 464-7494 mia.anderson@compass.com


W O R K W I T H C O M PA S S , THE #1 INDEPENDENT R E A L E S TAT E B R O K E R A G E I N T H E CO U N T RY

Compass is the largest independent brokerage in the United States by Gross Transaction Value (according to RealTrends, 2019). Gross Transaction Value is defined as the total dollar value of transactions closed by agents on the Compass platform and is reflective of the partnership with Pacific Union and Alain Pinel.



A network of top real estate agents ready to bring you your buyer.

$150B+ 2020 Sales volume

350+ 19K+ Offices

Agents


Everyone gets a first impression... Compass gets billions.

250M+ 1.4M+ 105B+ Annual website and social media impressions*

Annual unique international users on compass.com**

2020 PR Impressions***

Digital Reach

International Reach

Media Reach

Our digital footprint attracts potential buyers to your listing.

Our website drives international buyers to homes like yours through curated presentation and artificial intelligence.

Our in-house media team works with top publications to share compelling narratives about your home with target buyers.

*Sourced via Sprout Social and Google Analytics, 1.1.2020–12.31.2020. **Sourced via Google Analytics, 1.1.2020–12.31.2020. ***Sourced via Meltwater, 1.1.2020–12.31.2020.


Your Buyer Follows Compass

#1

Real estate website in 2019 + 2020, Webby Awards People’s Voice Winner*

Monthly Website Visitors 3.95M 3.2M 2.2M

2.8M

1.0M 68K

The Agency**

Cocoran** Sotheby's**

*The Webby Awards 2019 (winners.webbyawards.com/2019/websites/general-websites/real-estate/81277/compass). 2020 (winners.webbyawards.com/2020/websites/general-websites/real-estate/81277/compass). **Website traffic sourced via SimilarWeb, 12.1.2020–12.31.2020.

Engel & Volkers**

Keller Compass** Williams**


Placing your property where your buyers are searching. Once your home is listed, it will automatically be syndicated to some of the top real estate platforms domestically and in 60+ countries globally. This will allow us to get maximum exposure for your home. Top Domestic Syndication Platforms, Including Zillow

The Wall Street Journal

Mansion Global

Trulia

San Francisco Chronicle

Realtor.com

Nextdoor

Juwai.com

International Syndication* Argentina

Greece

Myanmar

Spain

Australia

Hong Kong

Netherlands

Switzerland

Belgium

India

New Caledonia

Tanzania

Bulgaria

Indonesia

Panama

Thailand

Cambodia

Ireland

Papua New Guinea

Tunisia

Canada

Italy

Peru

Turkey

Chile

Japan

Philippines

United Arab Emirates

China

Kazakhstan

Poland

United Kingdom

Columbia

Laos

Portugal

United States

Czechia

Latvia

Qatar

Uruguay

Denmark

Luxembourg

Romania

Venezuela

Estonia

Macau

Senegal

Vietnam

Fiji

Malaysia

Serbia

France

Mexico

Singapore

French Polynesia

Monaco

Slovakia

Germany

Morocco

South Africa

*ListGlobally opt-in required. Data based on the reach of ListGlobally’s network.


Sharing Your Home Globally Instantaneously reach millions of potential international buyers on a vast network of trusted sites.

165M+ Annual international buyers reached*

60+

Countries your home syndicates to*

100+

International portals your home syndicates to* *ListGlobally opt-in required. Data based on the reach of ListGlobally’s network.


Morgan Stanley and Compass Marketing Partnership We connect high-net-worth individuals to your property.

Compass has partnered with Morgan Stanley to showcase your listing to

140K+

Morgan Stanley Reserved clients.* Morgan Stanley’s Reserved client network consists of: More than 140,000 global clients currently enrolled in the program* Clients with over $2M invested with Morgan Stanley on average* Clients that have spent almost $800M through the Reserved program* Affluent and international clients, many of whom have vacation homes in addition to their primary residence

Explore the world of Reserved Living & Giving at msreserved.com *Sensei Marketing Data as of 2020 YE Clients with $1 million+ in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. Clients with $10 million+ in assets and liabilities qualify for our highest tier, Signature Access, which offers additional benefits tailored to our most affluent clients including world class concierge services in Art Advisory, Private Health Advisory, Cybersecurity, and bespoke travel services. Morgan Stanley Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved or Signature Access program or partner offers at any time and without notice. Reserved and Signature Access program participant qualifications are reviewed periodically to confirm that they continue to qualify for this program. Not all offers are available to nonresident clients. Signature Access, the highest tier of the Reserved Living & Giving program, is part of Morgan Stanley Lifestyle Advisory. This tier features products and services that are provided by third-party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any control concerning the delivery of such products or services. Please perform a thorough due diligence and make your own independent decision. © 2020 Morgan Stanley Smith Barney LLC. Member SIPC CRC#3370468 12/2020


Captivating California Within 5 years of our arrival in the Golden State, Compass has become one of the top brokerages in the region. Markets We Excel In Lake Tahoe Wine Country San Francisco Bay Area Silicon Valley Carmel/Monterey Central Coast Santa Barbara/Montecito Los Angeles Orange County Palm Springs San Diego

#1

$43.4B+

Brokerage in LA and SF by Sales Volume

Sales volume since inception

6.6K+

140+

Number of agents

Offices with over 500 employees

LA Business Journal, Ranked #1 By 2019 Sales Volume. | SF Business Times, Ranked #1 By 2019 Sales Volume.


Outperforming the competition in the Bay Area.

$32B+

sales volume in the Bay Area in 2020.

$7.9B

$9.3B

Sotheby’s* 5.3%

Keller Williams* 6.2%

$14B

Coldwell Banker* 9.4%

$32B

Compass* 21.6%

2020 Top 4 Brokerages Percentage Market Share

*2020 transaction-side residential sales reported to MLS [Bareis MLS, East Bay MLS, MLSLisings and SFARMLS] through 10/31/20, per Broker Metrics. Percentages based on top 300 ranked brokerages. Analysis made in good faith but may contain errors and subject to revision.


Outperforming the competition in Marin.

$3B+

sales volume in Marin County in 2020.

5.4%

Vanguard*

15%

Coldwell Banker*

16%

Sotheby´s*

2020 Top 4 Brokerages Percentage Market Share

*2020 transaction-side residential sales reported to Bareis MLS through 11/15/20, per Broker Metrics.

33.4%

Compass


Discover the pinnacle of luxury real estate. Prestigious. Exclusive. Emboldened. Our clients continue to choose Compass as the market leader for luxury homes in Northern California.

51%

68%

53%

Higher average sales price than other brokerages*

NorCal increase in ultra luxury home sales in 2020*

NorCal increase in luxury home sales in 2020*

2020 Top 4 Brokerages Percentage Luxury Market Share ($5M+ Homes)

3.7%

DeLeon**

11%

Coldwell Banker**

13.3%

Sotheby´s**

42%

Compass**

*Broker Metrics data for 11 Bay Area Counties for the 12 months ending 11/30/20 and includes agents who closed at least one transaction side. **2020 transaction-side residential sales reported to MLS [Bareis MLS, East Bay MLS, MLSLisings and SFARMLS} through 10/31/20 per Broker Metrics. Percentages based on top 255 ranked brokerages.


No one knows luxury better than Compass. Elevate all aspects of your elite property through enhanced aesthetics, emboldened exposure, and an unparalleled network of top brokers. LuxuryAtCompass.com Stay on top of the market and keep your clients informed with monthly dedicated emails and quartlery reports highlighting key properties and trends.

Wealth Mapping Identify and plan strategic outreach through our partnership with Wealth-X.

Curated Magazine Distributed globally, this specialized periodical is the essence of Compass Luxury and features our most prestigious properties throughout the country.


Our Success in the Bay Area.

$32B+ Sales volume in 2020*

3,800+ Number of agents

280+ Number of employees

3

Amazing partners

Alain Pinel Realtors Pacific Union Paragon

*Source: Broker Metrics. Residential sales for eight Bay Area counties from 01/01/20 - 12/28/20.


Giving Back to Our Communities Compass Cares empowers agents to support meaningful causes right where it counts most — in your neighborhood.

100% Of transactions contribute to a donation in your community*

$2.5M Donated to strengthen our communities to date*

2,500+ Organizations supported*

compass.com/compass-cares *2020 YTD statistics since the launch of Compass Cares in 2018.


L E T ' S TA K E A L O O K AT O U R P L A N T O S E L L YO U R H O M E


Your Listing Launch

Pre-Market

On-Market

Home Preparation Photography Pricing Pre-List Marketing Leveraging Our Exclusive Agent Network

Media Plan Open Houses Assessing Our Strategy and Monitoring the Market


Our Step-by-Step Plan What to Expect As your trusted advisor, I’ll be there to guide you throughout the home selling process to ensure that your experience is as seamless and stress-free as possible. PRE-MARKET

1

Complete listing paperwork

2

3

4

6

7

8

Prepare your property for market

Pre-market and promote your property to Compass agents*

Develop and execute our marketing strategy and media plan

ON-MARKET

5

List property online

Show property and follow-up with leads

CLOSING

9

Schedule closing and work through contract terms

10

Close on the property and assist with post-closing questions

*Pre-marketing strategies are independently determined by clients at their direction.

Monitor the market, provide updates and assess strategy

Review offers and negotiate the optimal contract


Getting Your Home Ready to Sell Your home only has one chance to make a great first impression and we are here to guide you every step of the way. Together, we can focus on identifying and making improvements that will enhance the marketability of your home and stage it to appeal to potential buyers.

Data from the latest Cost vs. Value report from Remodeling magazine and the National Association of Realtors® estimates a:

80%

106%

BEFORE

AF TER | KITCHEN UPGR ADES

BEFORE

AF TER | NEW WOOD FLOORING

Return on investment for minor kitchen upgrades*

Return on investment for new wood floors**

*2019 Cost vs. Value Report, Remodeling Magazine (remodeling.hw.net/cost-vs-value/2019). **2019 Modeling Impact Report, National Association of Realtors® (cdn.nar.realtor/sites/default/files/documents/2019-remodeling-impact-10-03-2019.pdf).


Compass Concierge is the hassle-free way to sell your home faster and for a higher price. From staging to renovation, we can leverage our exclusive Concierge program to prepare your home for the market with zero upfront costs or interest. By investing in your home’s potential, we aim to provide a swifter, more profitable sale.

How it Works 1. Determine a budget and updates together, then apply for Concierge funds 2. Immediately receive your ConciergeCard or request cash 3. Work with trusted vendors to complete home improvements 4. Repay at closing!*

55% Of Concierge listings sell within 60 days, compared to 33% of all MLS listings** Learn more at compass.com/concierge

Rules & Exclusions apply. Compass offers no guarantee or warranty of results. Subject to additional terms and conditions. Concierge Capital loans are provided by Notable Finance, LLC, NMLS# 1824748 and are made or arranged pursuant to a California Finance Lenders Law license. Loan eligibility is not guaranteed and all loans are subject to credit approval and underwriting by Notable. Compass is not a lender and is not providing loans as part of the Compass Concierge program. *Repayment can occur at any of the following times: Closing, when our listing agreement terminates, or when 12 months pass from your Concierge approval date. **Based on data from 5.2020–12.2020. MLS listings include all listings in markets where Compass currently operates. Data is sourced from regional MLSs and aggregated to create a comprehensive national dataset.


Compass Concierge at Work A Concierge Case Study

14 4x Day on market

Return on $40K Concierge funds

"The Concierge program is a game changer! It was the support we needed to move forward with our decision to sell our home and not take on any upfront costs." K AMIK A & AMY | OAKL AND BEFORE

AF TER


The Power of Photography Beautiful photography is one of the most powerful tools for selling your home. Compass uses bestin-class photographers to show your home in its best light, make a positive first impression, and attract more buyers.


Pricing Your Property to Maximize Buyer Activity Timing of Buyer Activity

Activity

Peak Activity

0

1

2

3

4

5

6

Number of Weeks

Attracting Buyers Using Competitive Pricing Using competitive analysis, market research, and Compass’ suite of AI-powered tools, we recommend a price for your property to generate the most activity and offers early on before buyers move on to newer listings. Graphics are for informational purposes only. Compass does not guarantee or warrant similar results.

Percentage Over Market Value

15% 10% 5% 0%

7

A property receives the most traffic within the first few weeks of hitting the market. It is important to get the price right in order to gain the attention of interested buyers and maximize your home's position in the market.

Percentage of Buyers

20% 30% 50% 95%

If the asking price is too high, then the property appeals to fewer buyers.


Our Exclusive Pre-Marketing Advantage Private Exclusive

Coming Soon

A Private Exclusive listing is an off-market home that can be shared by a Compass agent with their Compass colleagues directly. Property details aren’t disseminated and won’t appear on public home search websites. Listing your home as a Private Exclusive allows you to control what information is shared — while still getting exposure to top agents at Compass. compass.com/private-exclusives

Coming Soon gives us two separate opportunities to launch your property. We can list your home on compass.com before going live on aggregate sites to build anticipation among potential buyers, while pressure-testing our pricing strategy — all without accruing days on market. compass.com/coming-soon

2–3x

More views by consumers and agents*

7%

Fewer days on market vs. listings that go straight to active**

~19%

More traffic at an open house*** Compass Coming Soon and Private Exclusives are subject to local MLS restrictions and not available in all markets. Local policy definitions may restrict how Private Exclusive listings can be shared between agents, even within the same brokerage. Where the programs are available, pre-marketing and listing strategies are independently determined by the client. Compass does not recommend one particular strategy or guarantee results.

Data refers to a comparison between MLS and Compass Coming Soon listings vs. listings that go straight to active. *Viewership sourced via Compass.com 1/2020–8/2020. **Days on market sourced via Compass.com 1/2020–7/2020. ***Open house traffic sourced via Compass.com 1/2020–9/2020.


Leveraging Our Agent Network to Sell Your Home As part of a network of the nation’s top producing agents, I am strategically positioned to connect your home with qualified potential buyers everyday.

Compass Network Tool Compass has developed an industry-first network tool that analyzes your property to identify and connect us with agents that have sold similar homes in your area.

Workplace Workplace is a national Compass platform where we can promote new listings and chat with Compass agents nationwide.


Unlock more buyers for your home with Compass Bridge Loan Services. "A lot of people are locked into their current situations — they own a home and have a family and are not comfortable selling before they buy. There could be 10–15% of the marketplace that would like to move if they could. BLS opens up conversations with those buyers — which wasn’t an option before!" ERIC GELMAN | COMPASS AGENT | MARIN

67%

Of potential buyers for your home likely need to sell their own home in order to buy*

Compass Bridge Loan Services gives homeowners the purchasing power to make an offer on a new home without waiting to sell their existing one. With BLS, I can help browsing homeowners access their equity to become more serious buyers when they see a home like yours on the market.

compass.com/bridge-loan-services

Compass is not a lender, does not provide bridge loans and has no influence on underwriting or lending decisions made by the third party lenders. *National Association of Realtors, 2019.


A Multi-Channel Marketing Approach, Designed to Stand Out From brochures and postcards to social media and emails, our marketing collateral effectively communicates your property’s story and attracts more potential buyers.

Stat

Followers on social media channels

Stat

Email database contacts

SOCIAL MEDIA

FLYER

POSTCARD

EMAIL BL AST


Reach more prospective buyers with intelligent digital advertising. By leveraging Compass’ digital advertising tools and partnerships across social media and advertising throughout your listing process, we can generate demand to sell your home faster, and we meet potential buyers where they are, online.

INSTAGR AM IMAGE AD

Proprietary Targeting

FACEBOOK VIDEO AD

Optimized Performance

Compass helps generate buyer Compass tracks and measures the interest by using proprietary data results of every campaign which to serve ads to Facebook and allows for continued optimization. Instagram users.


Our Powerful Voice in the Press

105B+ 2020 PR impressions*

#1 National media coverage compared to top brokerages**

*Sourced via Meltwater, 1.1.2020–12.31.2020. **Sourced via Meltwater, 1.1.2020–12.31.2020, compared to Coldwell Banker, Keller Williams and Douglas Elliman.


Engaging Open Houses Whether it be in-person or a dynamic virtual tour, open houses are one of the most important ways buyers connect with your home.

59% Of homebuyers attend an open house during the home shopping process*

45% Of open houses have been virtual since the launch of our virtual open house tool**

*Zillow Group Consumer Housing Trends Report, 2019 survey data. **Compass Livestream: Virtual Open House vs In-Person Open House. 6.1.2020–8.31.2020.


No one does virtual marketing like us. We have unparalleled technology to market the sale of your home virtually through evolving times. Virtual Open House

Video Mail

Using dynamic, guided video, we showcase the key features of your property to our target clientele, wherever they are.

More opens lead to more closings. We embed live video into our email marketing to engage clients in a modern and compelling way.

Private Interactive Home Tour

Live Postcard

We’ll take buyers on a virtual journey through your home to highlight the unique features. Our interested buyers can easily provide direct feedback through live video or text.

We utilize animated emails to showcase the most attractive elements of your property. This helps grab the attention of buyers at every stage of their home search.

Virtual Neighborhood Tour

Digital Marketing & Insights

Our buyers and their loved ones can explore all that the surrounding community has to offer with snapshots of key attributes of the neighborhood.

We’ll run and actively optimize Facebook and Instagram ad campaigns to promote your property to high intent buyers.

Digital Listing Brochure Pages will turn, videos will play, and home features will come to life with interactive brochures to create an immersive experience for even the most discerning of buyers.

Enhanced 3D Staging We’ve partnered with the nation’s leading virtual staging firm to provide touch-free staging in order to show your home in its best light virtually. YOUR HEALTH AND SAFET Y IS OUR #1 PRIORIT Y.


Assessing Our Strategy and Monitoring the Market Using proprietary tools such as Collections and Insights, we keep you informed of market conditions and traffic to your property.

COLLECTIONS INSIGHTS

Collections

Insights

Collections allows us to have a collaborative conversation on your home selling process with instant updates on comparable listings and access to insider knowledge previously only available to the agent community.

Insights is a detailed, custom dashboard that allows us to assess the impact of our online marketing campaigns in real time. By capturing this data, we are able to further target our ads to buyers most interested in your home.


Our Immediate Next Steps Complete listing paperwork. The listing agreement is a contract that explains our relationship and the high level of service that we will provide to you.

Begin to prepare your home for the market. Let’s determine next steps together.

Continue to monitor the market and assess our strategy. Once your home is ready for market, we will reassess market data and finalize our pricing strategy to make sure we are in line with any recent market updates in your neighborhood.

Launch your property. Team Lotte and Sarah Lotte: 415.412.7471 Sarah: 415.464.7484 team@lotteandsarah.com lotteandsarah.com lotteandsarah


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