CVA-Wilhelm

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Current Value Assessment

PREPARED EXCLUSIVELY FOR:

Ward & Kathleen --

The following is a Current Value Assessment of your property 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.

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

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

Chris Taylor
Keller Williams Luxury International

Map of Comparable Listings

Summary of Comparable Properties

A ACTIVE LISTINGS

P PENDING LISTINGS

S SOLD LISTINGS

Analysis

Comparable homes sold for an average of $633 / 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

$899,000 3 Beds 2.00 Baths 1,516.0 Sq. Ft. ($593 / sqft)

ACTIVE 9/12/24

Details

Prop Type: Single Family Residence

County: Los Angeles

Area: 684 - La Verne

Style: Traditional

Features

Association Y N: No

Attached Garage Y/N: Y

Community Features: Suburban

Contract Status Change

Date: 2024-09-12T00:00:00

Cooling: Central Air

Elevation Units: Feet

Heating: Central

Remarks

Full baths: 2.0

Acres: 0.1633

Lot Size (sqft): 7,112

Garages: 2

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: Submit

Lot Features: Back Yard

Main Level Bedrooms: 3

Parking Total: 2

Pool Features: None

Pool Private Y N: No

Year Built 1964 Days on market: 29

List date: 9/12/24

Updated: Sep 29, 2024 7:10 AM

List Price: $899,000

Orig list price: $899,000

School District: Bonita Unified

Property Attached Yes/No: No

Kitchen Features: Quartz Counters

Room Type: Family Room

Senior Community Yes/No: No

Sewer: Unknown

Spa Features: None

Special Listing Conditions: Standard

View: Neighborhood

Water Source: See Remarks

Year Built Source: Assessor

Zoning: LCRA75

Located on a quiet cul-de-sac, this charming single-story home offers a spacious, light-filled living room with a corner

Keller

fireplace and large picture window. The open-concept kitchen features quartz countertops, stainless steel appliances, and a generous dining area. A step-down family room includes a freestanding potbelly fireplace and sliding doors that open to the backyard and patio. The home has three bedrooms, one of which includes French doors leading to a private outdoor space, along with two updated bathrooms. Additional highlights include a two-car garage with direct access, laminate flooring throughout, recessed lighting, and an indoor laundry area.

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

Chris Taylor
Keller Williams Luxury International

618 E Norwood Court

$835,000 3 Beds 2.00 Baths 1,426.0 Sq. Ft. ($586 / sqft)

PENDING 9/23/24

Year Built 1969 Days on market: 4

Details

Prop Type: Single Family Residence

County: Los Angeles

Area: 689 - San Dimas

Style: Contemporary

Features

Association Y N: No

Attached Garage Y/N: Y

Community Features: Curbs, Gutters, Sidewalks, Storm Drains, Street Lights, Suburban

Construction Materials:

Drywall Walls, Frame, Stucco

Contract Status Change

Date: 2024-09-23T00:00:00

Cooling: Central Air

Elevation Units: Feet

Flooring: Carpet, Tile, Wood

Foundation Details: Slab

Full baths: 2.0

Acres: 0.1747

Lot Size (sqft): 7,612

Garages: 2

List date: 9/19/24

Pending date: 9/23/24

Off-market date: 9/23/24

Updated: Oct 8, 2024 1:18 AM

List Price: $835,000

Orig list price: $835,000

School District: Bonita Unified

Heating: Central

Interior Features: Cathedral Ceiling(s), Ceiling Fan(s), Copper Plumbing Full, Quartz Counters

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: Cash To New Loan

Lot Features: 0-1 Unit/Acre, Cul-De-Sac, Front Yard, Landscaped, Lot 6500-9999, Sprinkler System, Sprinklers

Drip System, Sprinklers In Front, Sprinklers In Rear

Main Level Bedrooms: 3

Parking Total: 5

Patio And Porch Features: Concrete, Covered, Front Porch, Slab

Pool Features: None

Pool Private Y N: No

Possession: Close Of Escrow

Property Attached Yes/No: No

Road Surface Type: Paved

Roof: Composition, Rolled/ Hot Mop

Bathroom Features: Bathtub, Shower, Shower in Tub, Exhaust fan(s), Main Floor Full Bath, Quartz Counters

Kitchen Features: Kitchen

Open to Family Room, Quartz Counters

Room Type: All Bedrooms Down, Attic, Entry, Family Room, Kitchen, Living Room, Walk-In Closet

Security Features: Carbon Monoxide Detector(s), Closed Circuit Camera(s), Security Lights, Smoke Detector(s)

Remarks

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: Private, Above Ground

Special Listing Conditions: Standard

Utilities: Electricity Connected, Natural Gas Connected, Phone Connected, Sewer Connected, Water Connected

View: None

Water Source: Public

Window Features: Blinds, Double Pane Windows, Drapes

Year Built Source: Assessor Zoning: SDSF7500*

Location is everything and this home has it. Happily situated on an inside corner of a double cul-de-sac. A short 5 minute walk around the corner from Marchant Park, San Dimas Little League and Ekstrand Elementary school. Walk a few minutes more and you will reach the San Dimas Civic Center, community building, senior center, library and shopping.

Imagine those breezy summer strolls to the farmer's market and concerts in the park.

Nicely maintained three bedroom, 2 bath home with a spacious backyard, fenced food garden and a huge covered patio with BBQ island and hot tub. Kitchen and bathrooms have newer quartz counters and fixtures. Ceiling fans in every room and numerous windows allow for a bright and comfortable living space. All appliances and the swing set are included! First time on the market in almost 40 yrs. Come see the perfect family home and enjoy!

Courtesy of WHEELER STEFFEN SOTHEBY'S INT.

Information is deemed reliable but not guaranteed.

PENDING 9/23/24

La Verne, CA 91750

$801,000 3 Beds 2.00 Baths 1,107.0 Sq. Ft. ($724 / sqft)

CLOSED 8/28/24

Details

Prop Type: Single Family Residence

County: Los Angeles

Area: 684 - La Verne

Full baths: 2.0

Features

Accessibility Features: No

Interior Steps

Association Y N: No

Attached Garage Y/N: Y

Community Features: Curbs, Sidewalks

Construction Materials: Drywall Walls, Stucco

Contract Status Change

Date: 2024-08-28T00:00:00

Cooling: Central Air

Elevation Units: Feet

Flooring: Carpet, Laminate

Acres: 0.1801

Lot Size (sqft): 7,845

Garages: 2

List date: 7/22/24

Year Built 1962 Days on market: 8

Sold date: 8/28/24

Off-market date: 8/28/24

Updated: Aug 28, 2024 5:52 AM

List Price: $775,000

Orig list price: $775,000

School District: Bonita Unified

Foundation Details: Slab

Heating: Forced Air

Interior Features: Ceiling Fan(s), Tile Counters

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: 1031

Exchange, Cash, Conventional

Lot Features: Back Yard, CulDe-Sac, Front Yard, Garden, Landscaped, Lawn, Sprinkler System, Sprinklers In Front, Sprinklers In Rear, Sprinklers Timer, Yard

Main Level Bedrooms: 3

Parking Total: 2

Patio And Porch Features: Covered

Pool Features: Private, In Ground

Pool Private Y N: Yes

Property Attached Yes/No: No

Property Condition: Turnkey

Road Surface Type: Paved Roof: Composition

Bathroom Features: Bathtub, Shower, Shower in Tub

Kitchen Features: Tile Counters

Room Type: All Bedrooms Down, Kitchen, Living Room, Main Floor Bedroom, Main Floor Primary Bedroom, Primary Bathroom, Primary Bedroom, Primary Suite

Senior Community Yes/No: No

Remarks

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions: Standard

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

View: Mountain(s), Peek-ABoo

Water Source: Public

Window Features: Double Pane Windows

Year Built Source: Assessor

Zoning: LCRA71/2

Welcome to your new oasis in La Verne! This beautiful home is situated at the end of a peaceful cul-de-sac, offering privacy and tranquility. Featuring 3 spacious bedrooms and 2 bathrooms. The bedrooms are freshly painted and newly carpeted, providing a cozy retreat. Dive into relaxation with your own private pool, ideal for warm California days. The large private backyard is perfect for entertaining, family gatherings, or simply enjoying the serene surroundings, and theres ample space for a garden in the front yard to unleash your green thumb. Enjoy the added privacy and reduced traffic of this ideal location. Dont miss out on this fantastic opportunity to own a slice of paradise in La Verne. Schedule a viewing today!

Courtesy of COMPASS Information is deemed reliable but not guaranteed.

755 N Shaftesbury Avenue

San Dimas, CA 91773

$810,000 3 Beds 2.00 Baths 1,473.0 Sq. Ft. ($550 / sqft)

CLOSED 7/18/24

Details

Prop Type: Single Family Residence

County: Los Angeles

Area: 689 - San Dimas

Full baths: 2.0

Features

Association Y N: No

Attached Garage Y/N: Y

Community Features: Sidewalks, Street Lights

Contract Status Change

Date: 2024-07-18T00:00:00

Cooling: Central Air

Elevation Units: Feet

Land Fee/Land Lease: Fee

Acres: 0.1853

Lot Dim: 73x110

Lot Size (sqft): 8,071

Garages: 2

Levels: One

Listing Terms: Cash, Cash To New Loan

Lot Features: Level

Main Level Bedrooms: 3

Parking Total: 2

Pool Features: None

Pool Private Y N: No

Year Built 1963 Days on market: 116

List date: 11/28/23

Sold date: 7/18/24

Off-market date: 6/6/24

Updated: Jul 18, 2024 2:28 PM

List Price: $815,000

Orig list price: $810,000

School District: Bonita Unified

Possession: Close Plus 3 Days

Property Attached Yes/No: No

Road Surface Type: Paved

Room Type: Center Hall, Entry, Kitchen, Living Room

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions: Standard View: None

Water Source: Public

Window Features: Double Pane Windows

Year Built Source: Assessor

Remarks

Located in beautiful San Dimas and within highly rated Bonita Unified School District. Enjoy a view of the foothills from the

front yard and rear yard. Offering an open floor plan, this 3 Bedroom, 2 Bath single level home has an attached 2 Car garage with direct access to the kitchen. Spacious living room with a fireplace and french doors leading to an expansive, private rear yard. Historic Downtown San Dimas, Bonelli Regional Park and access to 57, 210 and 10 freeways are a few minutes away

Courtesy of THE CURTIS COMPANY

Information is deemed reliable but not guaranteed.

Chris Taylor

$865,000 3 Beds 2.00 Baths 1,380.0 Sq. Ft. ($627 / sqft)

CLOSED 10/17/24

Year Built 1977 Days on market: 27

Details

Prop Type: Single Family Residence

County: Los Angeles

Area: 684 - La Verne

Style: Traditional

Full baths: 1.0

Features

Association Y N: No

Attached Garage Y/N: Y

Community Features: Sidewalks, Suburban

Construction Materials: Stucco

Contract Status Change

Date: 2024-10-17T00:00:00

Cooling: Central Air

Elevation Units: Feet

Flooring: Carpet, Tile

Foundation Details: Slab

3/4 Baths: 1.0

Acres: 0.1889

Lot Size (sqft): 8,229

Garages: 2

List date: 9/4/24

Sold date: 10/17/24

Off-market date: 10/1/24

Updated: Oct 17, 2024 8:29 AM

List Price: $849,000

Orig list price: $899,000

School District: Bonita Unified High: Bonita

Heating: Central, Forced Air

Interior Features: Built-in Features, Ceiling Fan(s), Open Floorplan, Recessed Lighting

Land Fee/Land Lease: Fee

Levels: One

Listing Terms: Cash, Cash To New Loan

Lot Features: Back Yard, CulDe-Sac, Front Yard

Main Level Bedrooms: 3

Parking Total: 2

Patio And Porch Features: Covered, Patio

Pool Features: None

Pool Private Y N: No

Property Attached Yes/No: No

Property Condition: Turnkey, Updated/Remodeled

Road Surface Type: Paved Roof: Composition, Shingle

Bathroom Features: Bathtub, Shower, Granite Counters, Remodeled, Upgraded, Walkin shower

Kitchen Features: Granite Counters, Kitchen Open to Family Room, Remodeled Kitchen

Room Type: Entry, Family Room, Kitchen, Living Room, Primary Bathroom, Primary Bedroom

Senior Community Yes/No: No

Sewer: Public Sewer

Spa Features: None

Special Listing Conditions:

Standard

Remarks

Utilities: Sewer Connected

View: None

Water Source: Public

Window Features: Double

Pane Windows, Shutters

Year Built Source: Assessor

Zoning: LVPR4.5D*

Wonderfully upgraded SINGLE story home, TURN-KEY and move-in ready! A peaceful cul-de-sac location welcomes you to this inviting property. Attractive wood plank design porcelain tile flooring is featured in the hallway, entry, guest bathroom, living room, kitchen and family room. Entry leads to a nicely sized living room which has recessed lighting, half-vaulted ceiling and shutters. The family room has a lovely fireplace that has been upgraded with stacked rock and sconces on either side. Prior owner used the family room as an over-sized dining room which created a cozy fireside dining atmosphere. The beautifully redesigned kitchen boasts rich wood cabinetry, granite counters, decorative tile backsplash, stainless appliances, glass inset panels for display, pendant lighting over the breakfast bar and additional cabinetry was added to provide greater storage options and counter space features. (completed in the area that would have formally provided nook dining) One of the guest bedrooms has built-in cabinetry to partner with a desk/office space while still allowing room for a bed. The guest bathroom was remodeled with a new vanity, flooring, shower/tub tile work and more. The primary bedroom features on-suite bathroom that was remodeled to include a new vanity, tile flooring, fixtures and a large walk in tiled shower. There are also helpful closet organizers in the primary closet. Notable interior extras: new neutral carpeting, shutters, ceiling fans in all bedrooms, whole house fan, upgraded lighting fixtures, newer dual pane windows and decorative etched glass sliders leading to the backyard patio. The backyard has a large covered patio, perfect for outside dining or entertaining. Block wall fencing on all sides create a private backyard setting. The backyard is very spacious and could easily have room for a pool or other outdoor feature that might be desired. Garage has convenient additional storage and there is an area for laundry. The home is nearby to area parks, schools (Damian High and Grace Miller Elementary, University of La Verne) local shopping and dining. Charming downtown La Verne has many unique dining and shopping options. This is a property you will enjoy touring.

Courtesy of HELP-U-SELL PRESTIGE PROP'S Information is deemed reliable but not guaranteed.

SO WHAT DOES THE INTERNET SAY ABOUT YOUR HOME?

$764,000 $812,805 $803,400 $824,000

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:

$835K - $860K

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 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.

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