PREPARED FOR THE FORUM
OVERVIEW
The Forum at Rancho San Antonio is a Life Plan Community located in Cupertino, California, nestled alongside the scenic Rancho San Antonio Open Space Preserve. Established in 1991, it offers a range of living options including independent living, assisted living, memory care, and skilled nursing services The Forum is a residentowned, nonprofit community, providing a unique sense of ownership and involvement for its members. The community features resort-style amenities such as a fitness center, heated pool, library, dog park, and walking trails, promoting an active and social lifestyle. Residents enjoy a calendar full of events, wellness programs, and opportunities to engage in committees and social groups The Forum’s on-site healthcare center is highly rated, offering peace of mind with access to personalized care and support. Located in the heart of Silicon Valley, The Forum combines natural beauty, convenience, and a vibrant community experience for retirees seeking comfort, connection, and long-term security.
BUYER PROFILES
Reaching the right audience for your property at the right time, and with the perfect messaging.
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Retired Executives & Professionals: After decades in high-level roles, many former CEOs, physicians, attorneys, and entrepreneurs seek a serene yet engaging environment for the next chapter of life. The Forum offers resort-style amenities, resident ownership, and access to healthcare services ideal for those who want to stay independent while having peace of mind.
Silicon Valley Empty Nesters: Longtime residents of nearby cities like Palo Alto, Los Altos, and Saratoga often look to downsize without compromising on lifestyle. They’re drawn to The Forum’s private villas, scenic surroundings, and social programming. Many are former tech professionals who appreciate The Forum’s proximity to the innovation hub they once helped build.
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Well-Traveled Seniors: Adventurous retirees who’ve lived abroad or traveled extensively value The Forum for its balance of sophistication and comfort. They’re looking for a home base near their adult children, often still working in the Bay Area, with access to wellness programs, cultural events, and outdoor trails that align with their active lifestyle.
Health-Conscious Couples: Aging couples focused on preventative care and lifelong wellness are attracted to The Forum’s integrated health services, fitness center, and healthy dining options. Many have been proactive about their retirement planning and are looking for a place that supports both independence and long-term care within the same community.
The Forum in Cupertino attracts active, independent seniors seeking a vibrant, communityoriented lifestyle with access to top-tier healthcare and amenities. From retired executives and Silicon Valley locals to health-conscious couples and globally minded adventurers, buyers are drawn to the security, social connection, and natural beauty this Life Plan Community offers
Trusted Expertise, Local Roots: Personalized Real Estate Solutions for The Forum Community
Patrick Keulen, former Sales and Marketing Director at The Forum with five years of experience and over 25 years in real estate.
Sandy Albanese highly experienced Realtor with Compass, with several years of experience and a strong track record of success.
Lifelong residents of the area, offering local knowledge and personal connection to the community.
Services Offered
Full-service listing support including pricing strategy, staging, photography, marketing, concierge, constant market updates, weekly seller reports, and open houses.
Access to Compass Concierge, which fronts funds for home improvements with no upfront cost to the seller.
Hands-on relocation support covering decluttering, downsizing, and coordinating moving logistics.
Frequent, transparent communication tailored to senior clients and their families.
Zillow Partner Agents with access to specialized programs such as Zillow Showcase.
SANDY ALBANESE
Sr. Luxury Agent
Understanding the importance of a client relationship and working exceptionally hard for her clients is what Sandy strives for. She dedicates all her efforts and attention solely to her client's needs. Sandy is a hard worker and a tough negotiator when it comes to getting her clients the best deal whether buying or selling a home. She is a Bay Area native and makes it a point to understand and stay knowledgeable in an ever-changing market. She understands the local housing market and has a great interest in architecture. Sandy believes that knowledge is power and pays attention to the granular details of her client's needs. Self-motivated and driven with honesty and integrity, Sandy enjoys problem-solving and has the tenacity to get the job done. With the Oldham Group she is able to offer a full spectrum of client support fromdministration help, marketing tools, contractor recommendations and concierge service to support every aspect of your needs. When she is not working, Sandy enjoys traveling, exercising, going to the beach, and being with family and friends.
ABOUT OUR TEAM
The Oldham Group is a Collective of talented agents, staff, and support, led by Andrew and Jennifer Oldham - Founding Agents for Compass. Having closed over $1 Billion in sales volume during their career, Andrew and Jennifer lead a team that has substantially increased its business year over year while covering the expansive Silicon Valley, San Francisco Peninsula, Monterey Peninsula, and East Bay real estate markets. Because their agents have been selected based on their hyper-local expertise, they confidently represent a vast coverage area with in-depth knowledge across several counties. With over 85 years of combined real estate expertise in marketing, law, title, design, and escrow, they provide their clients talents and expertise unparalleled in the California market. Combining their knowledge and experience with their love and passion for residential real estate, local expertise, exceptional marketing, personal service and the backing of the nation’s best luxury brokerage, Compass, they will prove to you the Oldham Group difference.
$290 M+
Closed Volume in 2024
Over 200 #37
Transactions in 2024
Teams in the Nation
#11 #14
Teams in California
Top 100 producing agents or teams in the SF Bay Area.
JENNIFER OLDHAM
TEAM LEADER
REALTOR® | DRE 01325650
415.707.5498
JENNIFER@COMPASS.COM
Jennifer is a high-performing real estate professional, who is not only an experienced realtor and loan officer, and but also a skilled negotiator and a real estate paralegal. What sets Jennifer apart is her ability to listen to her clients’ needs and use her in-depth knowledge of the real estate market to negotiate the best deal to exceed the clients’ expectations. With more than two decades of experience working for residential real estate, title, escrow, and specializing in high net worth clients. Jennifer knows exactly what it takes to buy or sell a home. This is one of the reasons why she has been an award-winning Realtor since 2000. When working with clients, Jennifer first learns about what the client wants, then clearly explains the process, sets goals, and works hard to accomplish the best result.
Jennifer has built the team on three simple principles: 1. Be Kind, 2. Be Professional, 3. Be an Expert. Jennifer ensures each one of the Oldham Group Team members exemplifies this mantra without exception.
Jennifer started in real estate 20 plus years ago in the Bay Area, and never quit. She loves
Learn more by visiting https://oldhamgroupluxury.com/team
seeing great families find the right home, and wonderful agents expand their real estate acumen and experience. An adrenaline junkie, Jennifer has sought out and excelled at every possible extreme sport, from racing dirt bikes to competitive boxing, ice skating to skydiving, she has done it all. Her motto “Don’t eff it up!” pretty much sums up Jenn’s leadership style. Funny and full of love, this bad ass hugger makes long lasting connections with her clients and team members alike.
ANDREW OLDHAM
TEAM LEADER | ATTORNEY
REALTOR® | DRE 01207289
650.640.3098
ANDREW.OLDHAM@COMPASS.COM
Originally a real estate lawyer, Andrew’s 40 years of real estate experience makes him uniquely able to tackle any real estate problem. From legal expertise, to escrow and title specifics, to brokerage, Andrew has done it all and he loves doing it, for his clients and his team.
Before starting the Oldham Group, Andrew had a long career as a real estate litigator, and real estate entrepreneur. After passing the bar, his real estate law career took off and he spent years in escrow litigation as a freelancer and salaried lawyer. In the nineties, Andrew founded a real estate company called eHome. eHome took advantage of burgeoning internet technology, and found a home for real estate there. They raised 30 million in capital and were the first to make the MLS searchable for clients, not just agents, and expanded to three states. When he’s not assisting clients and agents, or working with Compass to help them improve their tools and resources, Andrew loves walking Asilomar beach with his wife and business
Learn more by visiting https://oldhamgroupluxury.com/team
partner, Jennifer and their adorable Boston Terriers Abby and Quincy. Andrew prides himself on being a kind, and loving person first and foremost, and second (but just barely) an excellent real estate professional.
WHAT SETS US APART
Unique inside perspective of The Forum process and resident experience.
Highly personalized approach focused on trust, care, and reducing seller stress.
Team approach combining sales experience, emotional support, and project management.
Familiarity with the timeline and requirements of The Forum admissions process.
Zillow Partner Agents benefit from exclusive access to specialized programs like Zillow Showcase, which significantly enhances the online visibility of their clients' homes. This program provides prioritized placement over other listings, amplifying exposure through premium, visually rich listing designs and special search features. As a result, homes listed by these agents receive substantially more views, saves, and shares, giving sellers a competitive advantage in the market
CLIENT TESTIMONIALS
Sandy is the absolute best. Anybody who knows her knows how conscientious and hard-working she is when she takes on an account. Nothing gets in her way. She's very diligent sets up. All the appointments takes care of all the loose ends and make sure that everything goes according to plan. She will also ensure every effort to get you top dollar for you or real estate product. It doesn't get any better than Sandy.
SELLER
Sandy recently helped us sell our home. She was very knowledgeable and made sure we were aware we understood the process and keep informed of progress during the sale. She helped us get ready to sell our home though her contact network. All the professionals she recommended were excellent She was always available to answer questions and address our concerns I highly recommend her to anyone selling a home in the area.
SELLER
Sandy has the perfect combination of top real estate business skills and a heart of service for her clients Sandy listens to her clients and then confirms their core desires and goals. She then gets to work on the best plan to meet those goals and desires. In our case, it took less than a week from first meeting with Sandy, to having our home in contract for sale with a desirable buyer. Sandy is detail oriented, and always willing to clarify and resolve any concerns her clients may have. You could not do better in listing your home with Sandy Albanese!
SELLER
Jennifer Oldham
DRE #: 01325650 408 835 4119 jennifer@compass.com
Andrew Oldham
DRE #: 01207289 408 393 0773 andrew.oldham@compass.com
Laura Iseman
650.695.2750 laura iseman@compass com
Caitlin Yates
DRE# 02137957 650 207 8102 caitlin yates@compass com
Wow prospective buyers with a Zillow Showcase Listing.
Only a few listings each month receive the opportunity to be a Zillow Showcase Listing, let’s make one of them your home!
Your home will gain prioritized exposure by potential buyers when they search for properties on Zillow with over 226 million average monthly unique users.
Your listing will receive dedicated, branded " new property alert emails" sent to interested buyers
With a limited number of listings per city, Showcase helps your home stand out with best-in-class media like high-resolution photography, interactive floor plans, room-by-room photo organization and virtual tours to impress potential buyers.
More page views on Zillow
More shares on Zillow
More saves on Zillow
Pre-Market Your Home as a Compass
Private Exclusive
Soft-Launch to an Exclusive Audience
Make your listing available to a network of thousands of top agents and their millions of clients.
Showcase Before Being Market-Ready
Pre-market your home to buyers before investing time or effort into preparing it for the public.
Test Your Price & Gain Insights
Know how buyers are engaging with your listing. These insights, available only before your home goes live on other sites, help you make adjustments to your pricing.
Attract Competitive Offers
You can get competitive offers from buyers who are willing to pay a premium for certainty and reduced stress
Generate Early Demand
Create early buyer anticipation and interest without accumulating days on market or damaging public price drops
Maintain Your Privacy
Your privacy is valuable. Photos and floorplans of your home are only visible to Compass agents and their serious clients
One Unified Dashboard to Streamline Your Sale
Assess
Using Collections and Comparative Market Analysis, we can start by tracking market trends, pricing, and available inventory for homes that are similar to yours.
Strategize
By launching your listing not once, but three times with our 3-Phased Marketing Strategy, you can test your pricing strategy, generate early demand, and attract the strongest offers.
Analyze
With Insights, gain a more complete picture of traffic and engagement with your listing. Plus, the Reverse Prospecting tool lets us track how often your listing is liked or shared by clients working with Compass buyer agents, helping us focus on the most serious buyers.
Sell
With a validated pricing strategy and maximum reach to discerning buyers, we can secure the best possible sale outcome And when the sale is complete, I’ll be here to guide you through any future real estate needs.
An Extensive Referral Network of the Top Real Estate Agents
11% of Compass transactions resulted directly from referrals to Compass*
72 Markets
28K+ Agents**
Guiding you home with the Compass Advantage
Investing Billions in Tech to Sell Your Home
At Compass, the technology of the future is already changing outcomes today. Not only has the company invested almost $1.5B dollars in tech over a 10-year period¹, but we continue to spend more than $100M annually on research and development² to help our agents make buying or selling easier for you.
A Marketing Strategy for Every Home
As part of Compass, I have access to a dedicated in-house marketing and design agency of over 300 experts nationwide, making it more effective than ever before to reach your buyer how, when, and where it counts most.
A 28K+ Network of Top Agents Nationwide
In 2023, 11% of Compass transactions resulted directly from referrals to Compass³, demonstrating the power and reach of our nationwide network a network that arms us with privileged access to the homes you’ve been waiting to find and the prospects ready to buy.
Your listing in the hands of international buyers
Barnes International Realty
Compass has established a program with BARNES International Realty to showcase your listings to their international network of ultrahigh-net-worth luxury consumers and leading brokers.
As a leader in high-end real estate and an ambassador for the art of living, BARNES is present in more than 75 exceptional destinations, from major international cities to the most beautiful resorts.
Our program with BARNES gives you access to:
1,300
Luxury Agents
150K
International Clients
Offices in the World
19
122 Countries
Placing your property where your buyers are searching.
Once your home is listed on the MLS, it will 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
Countries We Syndicate to Internationally*
Argentina
Australia
Belgium
Bulgaria
Cambodia
Canada
Chile
China
Colombia
Czechia
Denmark
Estonia
Fiji
France
French Polynesia
Germany
Greece
Hong Kong
India
Indonesia
Ireland
Italy
Japan
Kazakhstan
Laos
Latvia
Luxembourg
Macau
Malaysia
Mexico
Monaco
Morocco
Myanmar
Netherlands
New Caledonia
Panama
Papua New Guinea
Peru
Philippines
Poland
Portugal
Qatar
Romania
Senegal
Serbia
Singapore
Slovakia
South Africa
Spain
Switzerland
Tanzania
Thailand
Tunisia
Turkey
United Arab
Emirates
United Kingdom
United States
Uruguay
Venezuela
Vietnam
Your Buyer Follows Compass
Digital Reach
Leveraging our expansive digital footprint effectively attracts potential buyers to your listing.
Media Reach
Our in-house media team works with top publications to share compelling narratives about your home with your target buyer.
Captivating California
Since arriving in the Golden State, Compass has established itself as the top brokerage in the region.
Markets We Excel In
Lake Tahoe
Reno
Wine Country
San Francisco
Peninsula
Silicon Valley
Carmel/Monterey/Santa Cruz
Central Coast
Santa Barbara/Montecito
Los Angeles
Palm Springs
Orange County
San Diego
Brokerage in LA and SF by Sales Volume* #1
7.9K+
Number of agents
Number of employees 600+
110+
Offices throughout California
Compass Off-Markets Lead the Way
Exclusive Access to California’s Hidden High-End Real Estate
By definition, the promotion of off-market listings is restricted to distribution within the listing’s brokerage.* Compass offers a unique advantage to our agents through Compass Private Exclusives. This special feature grants them access to off-market listings and enables them to share them with a network of 7,900+ California agents. This broadens the accessibility of luxury Private Exclusives to a larger pool of clients compared to other brokerages that are limited in size and regional breadth.
San Mateo & Santa Clara Counties: The Luxury Market Share Standard
Compass dominates the luxury market in San Mateo and Santa Clara Counties, outpacing the competition by a significant margin in the sale of homes priced above $5M.**
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.
SELECTED ELEMENTS
Drone Photography
Interior Photography
Sunset Photography
Sunrise Photography
Videography Optimized for Social Copywriting
Our photographers’ work has appeared in such publications as:
OLDHAM GROUP
PROPERTY BRANDING
OLDHAM
L E T ' S TA K E A LO O K AT O U R P L A N TO S E L L YO U R H O M E
Advantages of Working with a Cooperating Broker
Working with a professional buyer’s agent can provide a host of benefits you may not have considered. Together, we can collaborate to showcase your home in its best light to a broader pool of qualified buyers, ensuring a more efficient contractto-close process for everyone involved.
Increased Exposure For Your Listing
A buyer’s agent can help get your listing in front of interested buyers they are already working with, maximizing your home’s exposure in a competitive market More eyes mean more interest
More Qualified Buyers
The guidance and expertise of a buyer's agent increase the likelihood that you are moving forward with qualified buyers who are informed and ready to transact. What does this mean? It translates to a lower potential for the deal to fall apart and a more efficient, painless sales process for you
Seamless Contract-to-Close
Buyer agents provide guidance and support to buyers throughout the entire contract-toclose process. This means I will have the opportunity to work with a dedicated agent on the deal’s complexities to ensure an objective approach and a seamless transaction
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 Prepare your property for market
3
4
Pre-market and promote your property to Compass agents* Develop and execute our marketing strategy and media plan
ON-MARKET
5
6
7
8 List property online Show property and follow-up with leads
CLOSING
9
10 Schedule closing and work through contract terms Close on the property and assist with post-closing questions
Monitor the market, provide updates and assess strategy Review offers and negotiate the optimal contract
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
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.
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.
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.
Proprietary Targeting Optimized Performance
Compass helps generate buyer interest by using proprietary data to serve ads to Facebook and Instagram users.
Compass tracks and measures the results of every campaign which allows for continued optimization.
INSTAGRAM IMAGE AD
FACEBOOK VIDEO AD
Marketing your home
At The Oldham Group, we put an emphasis on modern marketing, taking a multi-pronged approach to the digital promotion of your property. This starts with a professional property website to properly showcase your home to interested buyers online.
The fist thing we do before marketing is Identify the buyer persona. For example, a Silicon Valley engineer with a net worth of $3M who likes mountain biking and comic-con. Then, we create marketing that will attract that buyer persona to your lising.
Enhanced Targeting allows us to target consumers based on the sites they visit and the apps installed on their phone. By narrowing down to profession-specific sies and apps, we can effectively target any profession or interest you can imagine. 2701 Witheridge Road
The property website includes photos, videos, virtual tours, listing details and has the ability to submit contact information as an interested buyer.
We run website traffic ads though Facebook and Instagram to drive visitors to the page. These ads are live for the duration of the listing and are updated with status changes such as “Coming Soon,” “Just Listed,” and “Price Reduction.
We also target the listing area through email campaigns. These emails are sent for each status change on your listing and are full of information for potential buyers. When sending these emails, we create a list of potential leads in the area through a mix of home buyers in our team database as well as local homeowner leads from a third party real estate farming tool.
To top off our digital listing campaign, we create and publish Google Display and Search advertisements. Very similar to the social media ads, these content pieces are posted for status changes. They drive traffc to the property website as all of the digital.
GOOGLE ADS
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.
Of homebuyers attend an open house while searching for a home to buy* 53%
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.
Insights Collections
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.
Real Estate Market Trends & Tariff Impact
The market within a 15-mile radius of The Forum remains competitive, with steady demand and limited inventory.
Tariffs have a minor indirect impact by increasing construction material and renovation costs, affecting sellers preparing their homes.
Interest rates and affordability are more significant drivers of current market trends than tariffs.
Commitment to supporting The Forum’s prospective residents and sales team.
Gratitude for the opportunity to collaborate again in a new capacity.
Sandy Albanese: DRE #: 01919291
REALTOR®
M: 408.802.6104
sandyalbanese@compasscom
Patrick Keulen: DRE# 00628249 BROKER M: 408.406.1995