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Current Value Assessment

PREPARED EXCLUSIVELY FOR:

Susan --

As discussed, enclosed is a detailed Current Value Assessment of your home reflecting the latest market conditions and comparable homes in your area. This assessment also includes my expert opinion on what your home could sell for when paired with a highend marketing strategy designed to attract qualified buyers.

In this you’ll find:

1. Your property’s Tax Record.

2. The comparables I analyzed to arrive at my assessment.

3. Online estimates of your home’s value.

4. My professional evaluation of your home’s potential sale price with the implementation of a high-end marketing strategy.

Lastly, I’ve included a brief overview of my team and me so you can get to know us better.

949-294-2506

TAX RECORD

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

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
Keller Williams Luxury International

Summary of Comparable Properties

P PENDING

S SOLD LISTINGS

Analysis

Comparable homes sold for an average of $902 / 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

$1,275,000 4 Beds 2.00 Baths 1,576.0 Sq. Ft. ($809 / sqft)

PENDING 4/29/26

Details

Prop Type: Single Family Residence

County: Orange

Area: C2 - Southwest Costa Mesa

Subdivision: Westside Costa Mesa Central (WCMC)

Features

Accessibility Features: None

Association Y N: No

Attached Garage Y/N: Y

Community Features: Curbs, Biking, Dog Park, Street Lights, Sidewalks, Suburban, Park

Construction Materials: Stucco

Contract Status Change

Date: 2026-04-29T00:00:00

Cooling: None

Full baths: 1.0

3/4 Baths: 1.0

Acres: 0.1419

Lot Size (sqft): 6,180

Garages: 2

List date: 2/9/26

Elevation Units: Feet

Flooring: Tile, Carpet, Wood

Foundation Details: Raised, Slab

Heating: Fireplace(s), Forced Air, Central

Interior Features: Block

Walls, Ceiling Fan(s), Recessed Lighting, Storage, Stone Counters, Tile Counters, Granite Counters

Land Fee/Land Lease: Fee

Year Built 1955 Days on market: 59

Pending date: 4/29/26

Off-market date: 4/29/26

Updated: May 21, 2026 1:37 AM

List Price: $1,275,000

Orig list price: $1,300,000

School District: Newport Mesa Unified

Levels: One

Listing Terms: Cash To New Loan, Cash

Lot Features: Rectangular

Lot, Front Yard, Back Yard, Lawn

Main Level Bedrooms: 1

Parking Total: 2

Patio And Porch Features: Front Porch, Concrete, Patio Open, Patio, Slab, Rear Porch

Pool Features: None

Pool Private Y N: No

Possession: Negotiable

Property Attached Yes/No: No

Property Condition: Additions/Alterations, Updated/Remodeled

Road Surface Type: Paved

Roof: Composition, Shingle

Bathroom Features: Shower in Tub, Main Floor Full Bath, Bathtub, Shower

Kitchen Features:

Remodeled Kitchen, Stone Counters

Room Type: Separate Family Room, Bonus Room, All Bedrooms Down, Office, Main Floor Primary Bedroom, Foyer, See Remarks, Kitchen, Living Room, Main Floor Bedroom, Family Room, Den

Remarks

Security Features: Carbon Monoxide Detector(s), Smoke Detector(s)

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions: Standard

Wonderful Westside Central 4Bedroom 2 Bath home.

Utilities: Natural Gas Connected, Sewer Connected, Cable Available, Electricity Connected, Water Connected

View: Neighborhood

Virtual Tour: View

Water Source: Public Window Features: Skylight(s)

Year Built Source: Assessor

Bike to the Beach, Triangle Square, Costa Mesa Courtyards. Lovely eateries, shopping, movie theater, and 24 Hour Fitness. Close to downtown Costa Mesa , Lions Park, Aquatic Center, Library and Costa Mesa historic Building.

Raised foundation, hardwood floors throughout.

Remodeled Kitchen 2025

Added Bonus/Family room with Brick Fireplace. Has a closet and is currently being used as a Huge Bedroom Suite. Sliders open to rear yard.

One bedroom used as a Den Office.

Spacious Front bedroom with French doors.

Skylight in living room, re-roofed 2023. Ceiling fan in dining room room. 2025 Rewire including New electrical panel. Retrofit Raised foundation. Two Car Garage with Direct garage Access. Fresh Paint in and out

Courtesy of Coldwell Banker Realty Information is deemed reliable but not guaranteed.

$1,250,000 3 Beds 2.00 Baths 1,769.0 Sq. Ft. ($707 / sqft)

CLOSED 2/24/26 Year Built 1954 Days on market: 55

Details

Prop Type: Single Family

Residence

County: Orange

Area: 699 - Not Defined

Style: Traditional

Full baths: 2.0

Features

Association Y N: No

Community Features: Curbs, Park, Sidewalks, Storm Drains, Street Lights

Contract Status Change

Date: 2026-02-24T00:00:00

Cooling: None

Elevation Units: Feet

Flooring: Carpet, Tile

Foundation Details: Slab

Heating: Wall Furnace

Acres: 0.1689

Lot Size (sqft): 7,359

List date: 12/8/25

Sold date: 2/24/26

Off-market date: 2/10/26

Updated: Feb 24, 2026 8:15 AM

List Price: $1,275,000

Orig list price: $1,275,000

School District: Newport Mesa Unified

High: Estancia

Middle: Charles W Eliot

Elementary: Wilson

Interior Features: Ceiling Fan(s), Unfurnished

Land Fee/Land Lease: Fee Levels: One

Listing Terms: Cash, Conventional, FHA, Submit, Trust Conveyance, Trust Deed, VA Loan

Lot Features: Back Yard, Front Yard, Landscaped, Paved, Sprinkler System, Zero Lot Line

Main Level Bedrooms: 3

Patio And Porch Features: Covered, Front Porch

Pool Features: None

Pool Private Y N: No

Possession: Close Of Escrow, Negotiable

Property Attached Yes/No: No

Property Condition: Fixer

Road Surface Type: Paved

Bathroom Features: Shower in Tub, Walk-in shower

Room Type: All Bedrooms Down, Family Room, Living Room

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions: Trust

Utilities: Cable Connected, Electricity Connected, Phone Connected, Sewer Connected, Water Connected

View: None

Water Source: Public

Remarks

Window Features: Screens, Shutters

Year Built Source: Public Records

Welcome to 810 Congress Street in beautiful Costa Mesa. Here is a rare opportunity to own a cozy one-story home nestled in the heart of Costa Mesa. This three-bedroom, two-bathroom home offers a spacious floorplan that provides endless renovation and remodeling options. The home sits on a nearly 7400sqft lot boasting a large driveway and frontyard, RV parking, generously sized and maintained backyard perfect for entertaining. Close to beaches, shopping centers, schools and trails. Quick access to the 55 and 405. Don't miss this opportunity!!

Courtesy of Maxim Realty Group Information is deemed reliable but not guaranteed.

$1,300,000 4 Beds 2.00 Baths 1,432.0 Sq. Ft. ($908 / sqft)

CLOSED 3/18/26 Year Built 1955 Days on market: 11

Details

Prop Type: Single Family Residence

County: Orange

Area: C2 - Southwest Costa Mesa

Subdivision: Sunshine Homes East (SUNE)

Features

Association Y N: No

Attached Garage Y/N: Y

Community Features: Sidewalks

Contract Status Change

Date: 2026-03-18T00:00:00

Cooling: Central Air

Elevation Units: Feet

Heating: Central

Interior Features: Quartz Counters, Recessed Lighting

Full baths: 2.0

Acres: 0.1515

Lot Size (sqft): 6,600

Garages: 2

List date: 2/6/26

Sold date: 3/18/26

Off-market date: 2/17/26

Updated: Mar 19, 2026 10:16 AM

List Price: $1,348,000

Orig list price: $1,348,000

School District: Newport Mesa Unified

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: Cash To New Loan, Cash

Lot Features: 0-1 Unit/Acre, Level, Back Yard

Main Level Bedrooms: 1

Parking Total: 2

Pool Features: None

Pool Private Y N: No

Property Attached Yes/No: No

Roof: Composition

Kitchen Features: Quartz Counters

Room Type: Primary Bedroom, All Bedrooms Down, Living Room, Family Room, Primary Bathroom

Senior Community Yes/No: No

Sewer: Public Sewer

Special Listing Conditions: Standard

Utilities: Sewer Connected, Electricity Connected, Water Connected

View: None

Water Source: Public

Window Features: Shutters, Double Pane Windows

Year Built Source: Assessor

Remarks

Beautiful Mid-Century 4 Bedroom 2 bath 1,432 Sq Ft home located minutes from the ocean beach area. Great looking Kitchen with Caesarstone Quartz Counter Tops and Custom Cabinets. High end Designer Range perfect for the Chef in the family cooking those gourmet meals. Contemporary solid Mahogany front door leading into a bright and airy living room with upgraded windows. Upgraded modern plank flooring along with central & air heat. Custom Shutters through out the home. Family room / Private Office. Large Backyard set up for outdoor entertaining and Ocean breeze. Paid off Solar panels, Large two car attached garage with upgraded door. Newer Concrete driveway. Super Sharp Super Clean Home!!

Courtesy of Keller Williams Realty Information is deemed reliable but not guaranteed.

$1,625,000 3 Beds 2.00 Baths 1,812.0 Sq. Ft. ($897 / sqft)

CLOSED 4/13/26

Year Built 1954 Days on market: 0

Details

Prop Type: Single Family Residence

County: Orange

Area: C2 - Southwest Costa Mesa

Subdivision: Freedom Homes (FREE)

Features

Accessibility Features: None

Association Y N: No

Attached Garage Y/N: N

Community Features: Park

Construction Materials: Stucco

Contract Status Change

Date: 2026-04-13T00:00:00

Cooling: Central Air

Elevation Units: Feet

Flooring: Tile, Carpet

Photo not available

Style: Ranch

Full baths: 2.0

Acres: 0.1667

Lot Size (sqft): 7,260

Garages: 2

List date: 3/16/26

Sold date: 4/13/26

Off-market date: 4/13/26

Updated: Apr 13, 2026 2:52 PM

List Price: $1,550,000

Orig list price: $1,550,000

School District: Newport Mesa Unified

Heating: Central

Interior Features: Copper Plumbing Full

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: Cash To New Loan

Lot Features: Park Nearby

Main Level Bedrooms: 3

Parking Total: 2

Patio And Porch Features: Front Porch

Pool Features: None

Pool Private Y N: No

Property Attached Yes/No: No

Road Surface Type: Paved Roof: Composition

Bathroom Features: Shower in Tub

Kitchen Features: Granite Counters

Room Type: All Bedrooms Down

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions: Standard

Utilities: Natural Gas Connected

View: None

Water Source: Public Year Built Source: Assessor

Remarks

Sold while preparing. Home was rebuilt in 2008.

Courtesy of Seven Gables Real Estate Information is deemed reliable but not guaranteed.

$1,699,000 3 Beds 2.00 Baths 1,550.0 Sq. Ft. ($1,096 / sqft)

CLOSED 4/17/26 Year Built 1954 Days on market: 17

Details

Prop Type: Single Family Residence

County: Orange

Area: C2 - Southwest Costa Mesa

Subdivision: Freedom Homes (FREE)

Features

Association Y N: No

Community Features: Biking, Hiking, Preserve/Public Land, Park

Contract Status Change

Date: 2026-04-17T00:00:00

Cooling: Central Air

Elevation Units: Feet

Land Fee/Land Lease: Fee

Full baths: 1.0

3/4 Baths: 1.0

Acres: 0.1665

Lot Size (sqft): 7,254

List date: 2/19/26

Sold date: 4/17/26

Off-market date: 3/27/26

Updated: May 18, 2026 5:18 AM

List Price: $1,699,000 Orig list price: $1,749,000

School District: Newport Mesa Unified

Levels: One

Listing Terms: 1031

Exchange, Cash To New Loan, Conventional, Cash

Lot Features: Cul-De-Sac, Lot 6500-9999

Main Level Bedrooms: 3

Pool Features: Private

Pool Private Y N: Yes

Possession: Negotiable, Close Plus 3 Days

Property Attached Yes/No: No

Room Type: Laundry, Workshop, Main Floor Primary Bedroom, See Remarks, Kitchen, Living Room, Main Floor Bedroom

Senior Community Yes/No: No

Sewer: Public Sewer

Special Listing Conditions: Standard View: None

Water Source: Public Year Built Source: Assessor

Remarks

Nestled at the end of a quiet cul-de-sac, this beautifully remodeled three bedroom, two bath home offers the perfect blend of privacy, comfort and coastal living. Enjoy refreshing ocean breezes and a sun-drenched south-facing backyard designed for year-round enjoyment. Situated on an oversized lot, the backyard is a true retreat featuring a sparkling pool, lush professional landscaping, and plenty of space for entertaining or relaxing. Theres also room for RV or boat parking, a rare and valuable bonus. Inside, the home has been fully remodeled with modern finishes and thoughtful upgrades throughout. The open, light-filled layout flows seamlessly, and a separate private office provides the perfect work-fromhome setup. An additional enclosed bonus room offers flexible space for a gym, playroom, or guest area. With its prime cul-de-sac location, expansive lot, and move-in-ready condition, this home delivers the best of indoor-outdoor living.

Courtesy of Casa Real Estate Information is deemed reliable but not guaranteed.

SO WHAT DOES THE INTERNET SAY ABOUT YOUR HOME?

$1,361,848 $1,361,012 $1,147,700

WHAT DO I THINK?

This was a little tougher than expected due to the fact that most of the homes here cited as comparables have been significantly upgraded -- you had indicated that yours hasn’t had any recent upgrades -- but it should also be noted that of the comps only one of them has a pool.

With all that said and based on current market conditions, comparable homes in your 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:

$1.275M - $1.350M

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 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 with his wife, Terry, their disabled grandson, David, for whom he is the primary caregiver and a menagerie of two dogs and two cats. He has also made frequent real estate-related appearances on Fox 11 News, Good Day L.A., and Inside Edition.

Meet the Team

Tracie Albert

Operations

DRE# 01432850

With a high regard for the overall client experience, Tracie oversees the Operations for Taylor Realty Group. 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 Realty Group’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.

Josh Hartman

Lead Agent

DRE# 02210680

Valerie Alicajic

Marketing Director

Josh Hartman launched his real estate career in 2010. Initially specializing in residential investments, he quickly became an expert in local trends, building strong buyer and seller relationships. With over a decade of experience, Josh helps clients — from first-time buyers to investors — find the right property. When selling, he uses digital and traditional marketing for maximum exposure and top-dollar results. Outside of real estate, Josh enjoys outdoor adventures with his wife and four children. A martial arts enthusiast, he also holds a Ph.D. in Computational Quantum Chemistry and teaches chemistry.

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.

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