Current Value Assessment
PREPARED EXCLUSIVELY FOR:
George --
The following is a Current Value Assessment of your property based on current market conditions, comparable homes in the neighborhood, and what I believe your home could sell for with the implementation of a high-end marketing strategy.
The next page is your Tax Record followed by the comparables I used in this analysis to come up with my assessment, what the Internet believes your home to be worth, and finally what I believe your home could possibly sell for. I’ve also included some info about me and my team if you’d like to know more about us.
949-294-2506
TAX RECORD
Owner
MLS
MLS
MLS
MLS
MLS
MLS
MLS Listing
MLS
MLS Source History
Patio/Deck
FORECLOSURE HISTORY
Document Type
Default Date
Foreclosure Filing Date
Recording Date
Document Number
Book Number
Page Number
Default Amount
Final Judgment Amount
Original Doc Date
Original Document Number
Original Book Page
Lien Type
THE COMPARATIVE MARKET ANALYSIS
No two homes are identical, which is why choosing a sales price or offer price for a home can be challenging. That's where the Comparative Market Analysis, or CMA, is most useful.
What is a CMA?
The CMA is a side-by-side comparison of homes for sale and homes that have recently sold in the same neighborhood and price range. This information is further sorted by data such as type of home, number of bedrooms, number of baths, lot size, neighborhood, property condition and features, and many other factors. The purpose is to show estimated market value, based on what other buyers and sellers have determined through past sales, pending sales and homes recently put on the market.
How is the CMA created?
CMAs are generated by using property information from your real estate agent's Multiple Listing Service (MLS). The MLS is available to licensed members only, including brokers, salespeople, and appraisers, who pay dues to gain access to the service's public and proprietary data, including tax roll information, sold transactions, and listings input by all cooperating MLS members. Listing agents generate CMAs for their sellers, and buyer's agents create them for their buyers so both sides know what current market conditions are for the homes they're interested in comparing.
How accurate are CMAs?
The CMA is a here-and-now snapshot of the market, based on the most recent data available, but it can instantly be rendered obsolete by a new listing, or a change of status in a home with the same criteria. Why? The market is constantly changing — new listings, pending sales, closed sales, price reductions, and expired listings. CMAs can vary widely, depending on the knowledge and skill of the person creating the CMA as well as the number and type of data fields that are chosen.
How can CMAs vary?
CMAs can vary widely, depending on the knowledge and expertise of the person inputting the search parameters. They also may vary between identical homes in that one property may simply offer better “curb appeal” or is in better condition that the other. Lastly, buyer and seller motivation can’t be quantified. It is typically impossible to say why a seller agreed to take less for their home or why a buyer paid more for another home. Family problems, corporate relocations and other reasons all play a role. What you can learn from the CMA is how long a home took to sell. If it was quick, the seller was highly motivated. If it didn’t, it was probably overpriced.
THE COMPARATIVE MARKET ANALYSIS
Is a CMA the same as an Appraisal?
No. Although the CMA is used to help determine current market value, it does not establish the seller's home value. A bank appraisal, on the other hand, is a professional determination of a home's value. The appraisal is completed by a licensed Appraiser, using guidelines established by the Federal Housing Finance Agency, which regulates federal housing loan guarantors such as FHA, VA and housing loan purchasers Fannie Mae and Freddie Mac. An appraisal is a comprehensive look at a home's location, condition, and eligibility for federal guarantees. For example, a home that doesn't meet safety requirements such as handrails on steps will not be eligible for FHA or VA loans until the handrail is installed or repaired. Appraisers use the same data in their market research to find comparable homes as real estate agents. While they are also members of the MLS, they also have additional guidelines from the bank to follow that minimize risk to the bank. They will take into consideration — and can adjust values to reflect — the speed of the market and whether prices are rising or falling. When the appraisal is finished, the bank makes the decision to fund the loan, or it may require the seller to fix certain items and show proof that the repairs have been made before letting the loan proceed. If the loan doesn't meet lending guidelines, the bank will decline the loan.
And is my home worth what the Internet says?
In short — maybe? Many homeowners like to visit sites like Zillow, REDFIN, etc., to see what their home is worth. What they fail to understand is that most of those sites have an 8% - 12% margin of error which means a home worth $400,000 could be worth anywhere between $360,000 and $440,000 and that’s if we only use a 10% margin of error. That is quite the large window!
Estimating a home’s market value is far from an exact science. These sites contract with major title companies to obtain county tax roll data which they combine with data obtained from the MLS, push it through their algorithm and bingo! You have your “Zestimate”!!
On February 29, 2016, then Zillow CEO Spencer Rascoff sold a Seattle home for $1.05 million, 40 percent less than the Zestimate of $1.75 million shown on its property page a day later.
YOUR COMPARATIVE MARKET ANALYSIS
Comparative Market Analysis
Chris Taylor
Keller Williams Luxury International
Summary of Comparable Properties
Analysis
Chris Taylor
Keller Williams Luxury International
Comparable homes sold for an average of $673 / sq. ft. Many factors such as location, use of space, condition, quality, and amenities determine the market value per square foot, so reviewing each comp carefully is important.
Listings
Chris Taylor
Keller Williams Luxury International
26306 Roundtree Court
$730,000 3 Beds 2.00 Baths
CLOSED 6/14/24
Details
Prop Type: Townhouse
County: Orange
Area: JN - San Juan North
Subdivision: Vil San Juan Townhomes (VST)
Style: Cottage
Full baths: 1.0
Features
Accessibility Features:
Doors - Swing In, No Interior Steps
Association Fee 2: 129.0
Association Name: Village San Juan Townhomes
Association Y N: Yes
Attached Garage Y/N: Y
Community Features: Curbs, Lake, Sidewalks, Storm Drains, Street Lights
MLS
Sq. Ft. ($630 / sqft)
Year Built 1971 Days on market: 4
3/4 Baths: 1.0
Acres: 0.0678
Lot Size (sqft): 2,953
Garages: 1
List date: 5/13/24
Sold date: 6/14/24
Off-market date: 6/14/24
Updated: Jun 14, 2024 5:18 AM
List Price: $740,000
Orig list price: $740,000
Assoc Fee: $220
School District: Capistrano Unified
High: Capistrano Valley
Middle: Newhart Elementary: Viejo
Construction Materials: Stucco, Wood Siding
Contract Status Change
Date: 2024-06-14T00:00:00
Cooling: None
Elevation Units: Feet
Exterior Features: Lighting Flooring: Laminate
Foundation Details: Slab
Interior Features: Open Floorplan
Land Fee/Land Lease: Fee
Levels: One
Listing Terms: Cash
Lot Features: Corner Lot, Front Yard
Main Level Bedrooms: 3
Number Of Units In Community: 276
Parking Total: 1
Patio And Porch Features: Enclosed, Wood
Pool Features: Association, Community, Gunite, In Ground
Pool Private Y N: No
Possession: Close Of Escrow
Property Attached Yes/No: Yes
Road Surface Type: Paved
Bathroom Features: Shower in Tub, Exhaust fan(s), Walkin shower
Room Type: All Bedrooms Down, Kitchen, Laundry, Main Floor Bedroom, Main Floor Primary Bedroom
Senior Community Yes/No: No
Remarks
Sold while processing
Sewer: Public Sewer
Spa Features: Association, Community, Gunite, In Ground
Special Listing Conditions: Standard
Courtesy of First Team Real Estate Information is deemed reliable but not guaranteed.
Utilities: Cable Available, Electricity Connected, Sewer Connected, Water Connected View: Lake
Water Source: Public
Waterfront Features: Lake, Lake Front
Window Features: Double Pane Windows, Screens
Year Built Source: Estimated
26281 Roundtree Court
MLS
$745,000 3 Beds 2.00 Baths 1,022.0 Sq. Ft. ($729 / sqft)
CLOSED 5/29/24
Year Built 1971 Days on market: 3
Details
Prop Type: Townhouse
County: Orange
Area: JN - San Juan North
Subdivision: Vil San Juan Townhomes (VST)
Style: Traditional
Features
Accessibility Features: None
Association Fee 2: 140.0
Association Name: Village San Juan Townhomes
Association Y N: Yes
Attached Garage Y/N: Y
Builder Name: Zellner
Community Features: Sidewalks, Suburban
Construction Materials: Drywall Walls, Stucco, Vertical Siding
Full baths: 1.0
Quarter baths: 1.0
Acres: 0.061
Lot Size (sqft): 2,659
Garages: 1
List date: 4/15/24
Sold date: 5/29/24
Off-market date: 4/18/24
Updated: May 29, 2024 7:29 AM
List Price: $715,000
Orig list price: $715,000
Assoc Fee: $240
School District: Capistrano Unified High: San Juan Hills
Contract Status Change
Date: 2024-05-29T00:00:00
Cooling: Central Air
Elevation Units: Feet
Flooring: Wood
Foundation Details: Slab
Green Energy Efficient: Appliances, HVAC, Insulation, Windows
Heating: Central
Interior Features: Ceiling Fan(s), Granite Counters, Open Floorplan
Land Fee/Land Lease: Fee
Levels: One
Listing Terms: Cash, Cash To New Loan, Conventional
Lot Features: Close to Clubhouse, Front Yard, Greenbelt, Landscaped, Lawn Main Level Bedrooms: 3
Number Of Units In Community: 276
Parking Total: 2
Patio And Porch Features: Covered, Wrap Around
Pool Features: Association, Community
Pool Private Y N: No
Possession: Close Of Escrow
Property Attached Yes/No: Yes
Property Condition: Turnkey, Updated/Remodeled
Road Surface Type: Paved Roof: Composition
Bathroom Features: Granite Counters, Remodeled, Vanity area, Walk-in shower
Kitchen Features: Granite Counters, Self-closing cabinet doors, Self-closing drawers
Room Type: All Bedrooms Down
Remarks
Senior Community Yes/No: No
Sewer: Public Sewer
Spa Features: Private, Above Ground, Heated
Special Listing Conditions: Standard, Trust
Utilities: Underground Utilities
View: Park/Greenbelt, Pond
Virtual Tour: View
Water Source: Public
Waterfront Features: Pond
Window Features: Blinds, Double Pane Windows
Year Built Source: Assessor
Remodeled, Turn-Key, single-story, end unit, San Juan Village townhome, located directly adjacent the adorable and relaxing pond-water-feature (nature even provided it with resident Mallard duck couple). Everything is naturally gorgeous outside and inside, as it was recently remodeled in the Kitchen and baths. All windows upgraded to vinyl, dual pane. Medium-toned hardwood engineered flooring with upgraded five inch baseboards throughout living areas; featuring through-body porcelain tile in kitchen, laundry, and main bath with same-tile baseboards. Matching contemporary grey, shaker-style cabinetry throughout home with soft-close hardware in kitchen. Samsung five-burner, electric range top with dual, convection ovens that convert to one large oven when needed. Completely owned, 20 panel solar system comes with the townhome. Newer HVAC installed in attic for more storage room with enlarged storage/coat closet in entry/ dining room. Relax on the large 390 square foot, sun-covered wrap around patio, or take a long hot soak in the two person Eco Spa Tub (negotiable item not included in list price). Security gates with digital key-pad locks for easy family access at the rear garage passage door and both patio gates. Don?t wait on this one, it will be gone quickly with all the upgrade features, impeccable overall condition, and superior water feature location; it?s got everything on your checklist!
Courtesy of Engel & Voelkers Information is deemed reliable but not guaranteed.
Chris
29855 Millpond Court
$785,000 3 Beds 2.00 Baths
CLOSED 11/15/24
Details
Prop Type: Townhouse
County: Orange
Area: JN - San Juan North
Subdivision: Vil San Juan Patio Homes (VSP)
Full baths: 2.0
Features
Association Fee 2: 225.0
Association Name: Village San Juan
Association Y N: Yes
Attached Garage Y/N: Y
Community Features: Biking, Curbs, Fishing, Hiking, Gutters, Lake, Horse Trails, Park, Preserve/Public Land, Sidewalks, Storm Drains, Street Lights, Suburban
Contract Status Change
Date: 2024-11-15T00:00:00
Chris Taylor
Acres: 0.0703
Lot Size (sqft): 3,064
Garages: 1
List date: 10/6/24
Sold date: 11/15/24
Cooling: Central Air
Elevation Units: Feet
Heating: Central
Land Fee/Land Lease: Fee
Levels: One
Listing Terms: Cash, Cash
To New Loan, Conventional, FHA, Submit, VA Loan
Main Level Bedrooms: 3
Number Of Units In Community: 140
Parking Total: 1
Sq. Ft. ($680 / sqft)
Year Built 1972 Days on market: 20
Off-market date: 10/27/24
Updated: Nov 16, 2024 1:14 AM
List Price: $799,888
Orig list price: $799,888
Assoc Fee: $135
School District: Capistrano Unified
High: Capistrano Valley
Middle: Newhart Elementary: Viejo
Pool Features: Community, Fenced, In Ground
Pool Private Y N: No
Property Attached Yes/No: Yes
Room Type: All Bedrooms Down, Family Room, Kitchen, Laundry, Main Floor Bedroom, Main Floor Primary Bedroom, Primary Bathroom
Senior Community Yes/No: No
Sewer: Public Sewer
Special Listing Conditions: Standard View: None
Virtual Tour: View
Water Source: Public
Year Built Source: Assessor
Remarks
Achieve the life you have dreamed about. This charming End Unit, 3-bedroom, 2-bath townhouse nestled in a tranquil community offers the perfect blend of peaceful living and modern convenience. Recently remodeled for a fresh and stylish feel, the home boasts 1154 square feet of comfortable living space. Enjoy the tranquility on the covered front porch shaded by the mature trees which provides a cool haven as the sun sets. If dabbling in the Culinary Arts is a favorite pastime, immerse yourself in this all-new modern kitchen including new appliances and shaker style cabinets. The laundry area sits off the kitchen giving direct access to a one car garage. Relax and enjoy the comfort of the interior with its freshly painted walls and new flooring. The primary bedroom has its own private, remodeled bath and vanity area. The guest bathroom has also been tastefully remodeled. The windows throughout the home allows the natural sunlight to permeate through. Relax in your private back patio with your favorite beverage and book. This property is move in ready so pack your bags. Offering man-made lakes, three pools, spa/hot tub, BBQ & outdoor cooking areas, picnic spots, playgrounds, banquet facilities which are all maintained by the HOA creates a resort like experience. There is also a local golf course nearby and horse trails. Enjoy the benefits of an established community with easy access to freeways, restaurants, and Doheny State Beach, just 10 mins away. This hidden gem provides the perfect balance of peaceful living and easy access to amenities.
Don't miss out on this opportunity to make this your own!
Courtesy of Berkshire Hathaway HomeServices California Properties Information is deemed reliable but not guaranteed.
Chris Taylor
Chris
26345 Marina Road
MLS
$856,000 3 Beds 2.00 Baths 1,310.0 Sq. Ft. ($653 / sqft)
CLOSED 2/4/25
Details
Prop Type: Townhouse
County: Orange
Area: JN - San Juan North
Style: Cape Cod
Full baths: 1.0
Features
Association Fee 2: 231.0
Association Y N: Yes
Contract Status Change
Date: 2025-02-04T00:00:00
Cooling: Central Air
Remarks
Half baths: 1.0
Acres: 0.0466
Lot Size (sqft): 2,028
Garages: 1
List date: 1/8/25
Year Built 1975 Days on market: 7
Sold date: 2/4/25
Off-market date: 1/15/25
Updated: Feb 4, 2025 10:18 AM
List Price: $799,999
Flooring: Laminate, Tile
Heating: Central
Levels: Two
Parking Total: 1
Pool Features: Association, Community
Pool Private Y N: No
Room Type: Walk-In Closet, Living Room
Orig list price: $799,999
Assoc Fee: $140
School District: Capistrano Unified
Senior Community Yes/No: No
Special Listing Conditions: Standard View: Lake
Discover your dream home in the picturesque community of Village San Juan. The first time in years a stunning two-story lakefront townhome is available for sale in this charming community. The home features three spacious bedrooms, two full bathrooms, an open living space, modern stainless steel appliances, private patio, and garage. The interiors have a light & bright aesthetic throughout with beautiful white oak-style flooring, modern iron staircase, tons of natural light and views of the lake from both levels. Conveniently located off the kitchen, you will also find full laundry room with ample
Chris Taylor
storage, along with access to your own garage for added convenience. Enjoy the serene community amenities and three refreshing community pools. Children can have fun at the playground, while residents can take advantage of the nearby hiking and biking trails for outdoor adventures. For shopping and dining enthusiasts, the home is just a short drive away from The Shops at Mission Viejo, the charming downtown historic district of San Juan Capistrano, and an array of incredible restaurants and golf courses. Don't miss this opportunity to own a piece of paradise in Village San Juan as this townhome will not last!
Courtesy of The Beverly Hills Estates Information is deemed reliable but not guaranteed.
Chris Taylor
SO WHAT DOES THE INTERNET SAY ABOUT YOUR HOME?
$790,843 $812,531 $776,100 $785,000
WHAT DO I THINK?
Based on current market conditions, comparable homes in the neighborhood, and what I believe your home could sell for with the implementation of a high-end marketing strategy, my Current Value Assessment for your home would be:
$815K - $840K
To get a more accurate assessment of property value, a physical inspection would be required.
National Association of REALTORS (NAR)
California Association of REALTORS (CAR)
Orange County Association of REALTORS (OCAR)
Luxury Home Sales Designated
Contingency Sale Specialist
Certified New Home Co-Broker
Certified Divorce Real Estate Expert
Top 1.5% of Individual REALTORS in the nation
Team Lead for Taylor Realty Group with offices in Corona, Huntington Beach, and Palm Springs
Meet Chris…
A HomeLight Elite Agent and true Californian through and through, realtor Chris Taylor was born and raised in South Orange County and has spent his life in Southern California from Huntington Beach to Palm Springs and just about everywhere in between. His lifelong experience in the region has given him unparalleled knowledge about its cities, communities, and neighborhoods from the coast to the desert, providing an invaluable advantage for his clientele.
Over his career, which began in 2003, Chris has enjoyed time as a realtor, new home sales agent, and mortgage consultant, providing him with a thorough understanding of every facet of the real estate business. As a result, he can personally guide his clients through each stage of the buying or selling process. Chris knows that communication and integrity are key to a successful transaction, and he is dedicated to always being available to his clients while offering professionalism, commitment and attentiveness that never fail to exceed expectations.
Chris is a fourth-generation Southern Californian with a love for surfing, screenwriting, and the movies. Prior to real estate, he worked in front of and behind the camera in the entertainment industry, concluding as a talent agent with the prestigious William Morris Agency. Chris lives in Huntington Beach with his wife, Terry, their disabled grandson, David, for whom he is the primary caregiver and a menagerie of two dogs and three cats. He is also a Real Estate commentator with frequent appearances on Fox 11 News, Good Day L.A., and Inside Edition.
Meet the Team
Tracie Albert
Operations Director
DRE# 01432850
With a high regard for the overall client experience, Tracie oversees the Operations for Taylor Residential Real Estate. A licensed Real Estate Agent herself since 2004 with experience in Residential, Investment and Luxury Sales as well as Short Sales, REOs and House Flipping, Tracie possesses a comprehensive level of Real Estate-related expertise that is largely unsurpassed. As a key component to Taylor Residential Real Estate’s success, Tracie has access to a variety of tools and resources designed to foster the most rewarding experiences for clients with even the most complex goals at hand in addition to cutting edge marketing techniques and strategies and innovative resources.
Brenda Listana Administration
With over 5 years of experience and having worked for some of the biggest e-commerce companies in the world, Brenda has established herself as a strong Customer Support Representative. She takes great pride in her exceptional computer skills, organization, planning, and administrative abilities and her experience has taught her the importance of attention to detail, resilience, and flexibility. Brenda commits herself fully to any task and embraces the responsibility.
Anthony Zervas Lead Agent
DRE# 02047324
Valerie Alicajic
Marketing Director
Anthony Zervas views architecture with a genuine passion that he is eager to share with buyers who are seeking a home that ideally suits and even exceeds their personal and financial goals. With a broad spectrum of experience, know-how, determination, and dedication, Anthony has rapidly built a following of clients who appreciate his down-toearth approach and unyielding commitment to unparalleled service. An avid traveler and snowboarder, Anthony is a genuine family man and spends much of his free time with his wife, Mel, and their daughter, Avie. He is also an award-winning chef with experience with high-end restaurants, five-diamond hotels, and as a personal with celebrity clienteles.
Valerie’s passion for design began at an early age, culminating in earning her Bachelor of Arts degree with an emphasis in graphic design at California State University Long Beach, and most recently, a Multi-Media Certificate in Web Design from Golden West College. Today, Val spearheads our design strategies and executes creative concepts that ensure maximum exposure. By conceptualizing and designing projects from start to finish, she creates a cohesive message portrayed through color, art and photography, all while meeting intense deadlines.
Brooke Fetzer
Property Designer
DRE# 01432850
Brooke Fetzer, "The Property Stylist", is a Certified Feng Shui Practitioner with YEARS of experience in the art of Home Staging. With over 1500 homes to her credit, Brooke is detail-oriented and works seamlessly with Sellers to prepare their homes for sale with careful attention paid to the individual marketing needs of each home so they can stand out from the rest online.
