AT 76 De Bell - Mendelson Family Trust
Hi Mendelson Family Trust,
I have prepared this report of relevant properties to keep you informed about the current real estate market around you along with an estimated equity value of your home you can use for estate planning purposes or as a current market value should you be considering selling your home in the next quarter.
By reviewing this report, you will be able to see how the value of your home has changed.
I will call you to answer any of your questions pertaining to this report and discuss where the market is heading.
Cheers,
Jackie Schoelerman jackie@schoelerman.com 650-855-9700 | CalRE # 01092400
O UR P RICING S TRATEGY S CHOELERMAN . COM
76 De Bell Dr, Atherton, CA 94027-2253, San Mateo County APN: 061-272-100 CLIP: 8503837015
Beds 7
Full Baths 5 Lot Sq Ft 37,462
Half Baths 1
Sale Price N/A
Sale Date N/A
Bldg Sq Ft 6,010
Yr Built 1951
Type SFR
OWNER INFORMATION Owner Name Tax Billing Address Tax Billing City & State
Mendelson A B Survivors Trust
2253
Tax Billing Zip+4 Owner Occupied Owner Name 2
76 De Bell Dr Atherton, CA
Yes
94027
Tax Billing Zip
LOCATION INFORMATION School District Community College District Elementary School District
Sequoia Un
C075
Property Carrier Route
San Mateo Junior Menlo Park City Basi
R1001A
Zoning
Map Page/Grid
Corner 6115.00
293
Location Influence
Market Area
Census Tract Tract Number
Parcel Comments
No
Within 250 Feet of Multiple Flood Z one
TAX INFORMATION APN
061-272-100
001001
Tax Area
Alt APN
Tax Appraisal Area
Homeowner
Exemption(s) % Improved
Block ID
55%
16
Lot Number
LOT 16 MAPLE MANOR RSM 24/39 TOWN OF ATHERTON
Legal Description
ASSESSMENT & TAX Assessment Year Assessed Value - Total Assessed Value - Land Assessed Value - Improved
2023
2022
2021
$2,974,593 $1,352,134 $1,622,459
$2,916,270 $1,325,622 $1,590,648
$2,859,091 $1,299,630 $1,559,461
Market Value - Total Market Value - Land
Market Value - Improved YOY Assessed Change ($) YOY Assessed Change (%)
$58,323
$57,179
2%
2%
Exempt Building Value Exempt Land Value Exempt Total Value
Tax Year
Total Tax $33,450 $34,153 $34,993
Change ($)
Change (%)
2021 2022 2023
$703 $840
2.1%
2.46%
Special Assessment
Tax Amount
CHARACTERISTICS Land Use - CoreLogic Land Use - County
SFR
Condo Amenities
1 Family Residence
Central Central Porch
Heat Type
155 215 0.86
Lot Frontage
Cooling Type
Lot Depth Lot Acres Lot Area Lot Shape
Porch
Patio
Patio Type
37,462
Detached Garage
Parking Type
4
Garage Capacity No. Parking Spaces
Unknown
Style
1951
1,000
Year Built
Garage Sq Ft
Effective Year Built
Roof Type
6,010
Gross Area
Roof Material
Property Details Courtesy of Jackie Schoelerman, MLS Listings
Generated on: 04/17/24
Page 1/3
The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.
6,010 6,010 2,140 1,940
Building Sq Ft
Roof Frame Foundation Roof Shape Construction
Above Gnd Sq Ft Ground Floor Area
2nd Floor Area
2
Stucco
Stories
Exterior
Hardwood
Basement Sq Feet Basement Type
Floor Cover
Pool
Pool
13
Patio, Porch
Total Rooms Bedrooms Total Baths
Other Impvs Equipment Total Units
7 6 5 1 2
Wet Bar, Wet Bar
MLS Total Baths
Water Sewer
Type Unknown
Full Baths Half Baths Fireplaces
Good Good
Condition
Quality
LAST MARKET SALE & SALES HISTORY Recording Date
06/07/1995
Grant Deed
Deed Type
Mendelson A B Survivors Trust
Settle Date Sale Price
Owner Name Owner Name 2
Katz Edward M & Ann E
Price Per Square Feet Document Number
Seller
57951
Recording Date
08/14/2023
08/14/2023
06/07/1995
03/26/1973
$157,500
Sale Price
Y
Y
Nominal
Mendelson A B Survivors Tr ust
Mendelson Family Trust
Mendelson Alan C & Agnes B Trustees Mendelson Family Trust Katz Edward M & Ann E
Buyer Name
Buyer Name 2
Mendelson A C & A B F/Tr
Mendelson Alan C
Seller Name
39108
39107
57951
AG15945
Document Number
Grant Deed
Affidavit
Grant Deed
Deed (Reg)
Document Type
MORTGAGE HISTORY Mortgage Date
09/11/2002
09/11/2002 $1,000,000 Citibank Fsb Conventional
06/16/1998
06/16/1998 $1,000,000
06/07/1995 $1,278,200
$500,000
$500,000
Mortgage Amount
Citibank Fsb Conventional
Citibank Fsb Conventional
Citibank Fsb Conventional
Home Svgs/America
Mortgage Lender
Mortgage Code
Refi
Refi
Refi
Refi
Construction
Mortgage Type
Mortgage Date
06/17/1991
$930,000
Mortgage Amount
Chase Manhattan Fin'l Svc
Mortgage Lender
Conventional
Mortgage Code
Refi
Mortgage Type
Property Details Courtesy of Jackie Schoelerman, MLS Listings
Generated on: 04/17/24
Page 2/3
The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.
PROPERTY MAP
*Lot Dimensions are Estimated
Property Details Courtesy of Jackie Schoelerman, MLS Listings
Generated on: 04/17/24
Page 3/3
The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be independently verified by the recipient of this report with the applicable county or municipality.
CMA Map Layout This page displays the Map for the CMA Subject and your comparables.
76 De Bell Drive
1 23 Flood CIR 2 102 Linden Ave
Summary of Comparable Listings This page summarizes the comparable listings contained in this market analysis.
Active listings
Address 76 De Bell
Bd
Ba (F) Ba (P)
Sqft
Lot
Age
Date
DOM
L/S Price
S/Sq
37,462 (sf) 36,200 (sf) 36,155 (sf) 36,178 (sf)
7 5
1 3 0
6,010 7,825 3,020 5,423
73 22 73 48
23 Flood Circle 102 Linden Ave
03/25/2024 04/05/2024
$13,988,000 $6,749,000 $10,368,500
6 4 5
5 3
$1,788 $2,235 $2,011
37 26 32
4 2
$10,368,500 Median: $10,368,500 Average:
Cross Property Summary Report
Summary Statistics
High
Low
Average
Median
$13,988,000
$6,749,000
$10,368,500
$10,368,500
List Price: Sold Price:
Residential Active
MLS # Address
Bd Ba (F)
Ba (P)
Age
List Price SqFt L$/SqFt
Apx Lot 36,200 (sf) 36,155 (sf)
DOM Sale Price S$/SqFt
ML81958817 ML81959055
23 Flood
6 4
5 3
3 0
22 73
$13,988,000 $6,749,000 $10,368,500 $10,368,500
7,825 $1,787.60 3,020 $2,234.77
37 26 32 32
102 Linden Ave
5,423 $2,011.19 36,178 (sf) 5,423 $2,011.19 36,178 (sf)
Average:
Total Average:
Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.
Subject Property 76 De Bell Drive MLS# Status Prop Type
Details 23 Flood Circle ML81958817 Active Residential $13,988,000 03/25/2024
Details 102 Linden Ave ML81959055 Active
Residential $6,749,000 04/05/2024
Residential
List Price List Date Sold Price Sold Date City
Atherton Lindenwood Area 6 5/3 7,825 36,200 (sf) Menlo Park City Elementary Sequoia Union High 22 Detached Garage
Atherton Lindenwood Area 4 3/0 3,020 36,155 (sf) Menlo Park City Elementary Sequoia Union High 73 Attached Garage
Atherton
Lindenwood Area
Area Beds
7
5/1
Baths (F/P)
6010
Apx Sqft Apx Lot
37,462 (sf) Elem District Menlo Park City Elementary HS District Sequoia Union High Age 73 Garage 4 car garage
Gas Burning
Family Room, Gas Burning, Living Room
2
Fireplace
Central AC Pool/Spa Combo 37
None Pool - In Ground 26
A/C
Cooling Pool DOM Remarks:
Located in prime central Lindenwood this gated stunning home was designed by PPG with acute attention to detail at every turn.Formal living room with wood burning fireplace, adjacent office with fireplace all with garden views.Stunning formal dining room, chef kitchen featuring Wolf range,2 dishwashers, Sub-Zero refrigerator, warming drawer next to casual dining room with adjoining office. Family room with fireplace and opening to the rear yard. Upstairs features a rare 5 bedrooms total including the primary suite with balcony,
This extraordinary home, showcasing traditional elegance and charm, is nestled in a peaceful setting of a beautiful garden, with pool and private water well, in the prime location of Lindenwood. This light-filled home, featuring a grand formal floor plan, is perfect for the comfort of living and the pleasure of entertaining.
List Price and Sale Price This graph illustrates the list price, along with sale price in Sold listings.
List Price Sale Price
Price Graph
14M
12M
10M
8M
6M
Price
4M
2M
0M
23 Flood Circle
102 Linden Ave
$10,368,500 $10,368,500
Average List Price: Median List Price:
Median Sold Price: Average Sold Price:
Number of Days On Market This graph illustrates the number of days on market for the listings in this analysis.
Days On Market
40
35
30
25
20
15
Days On Market
10
5
0
23 Flood Circle
102 Linden Ave
O UR P ROCESS / S ELLING Y OUR H OME S CHOELERMAN . COM
#1 in California
Phase One: Discovery
Defining AWin
- Outlining your objectives
- What is your motivation?
- What is your ideal moving date?
- Where are you moving?
- What is most important to you?
Knowing The Market
- Market Dynamics: Macro v. Micro
- Market Forces: Supply v. Demand
- The Numbers: Where is the market going?
- Analysis of actives, pendings, solds
The Strategic Plan
- Outline features and benefits
- Determining your key differentiators
- Establish target market and buyer profile
- Our buyer attraction strategy
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Phase Two: Pre-Launch
Listing Details
- Complete documentation & agreements
Discuss property improvements
-
Our staging strategy
-
Photography and media
-
Working backwards from launch
-
Preparing for Launch
Property launch materials
-
Traditional advertising
-
Our digital plan
-
Social media strategy
-
The Kingston Lane advantage
-
Open house strategy
-
- Direct mail and community approach
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Phase Three: Launch
Introducing The Property
- Launching the marketing plan
- Identifying your potential buyer
- Showing the property
- Monitor interest and feedback
- Weekly reports, updates, & strategy
- Adapting to changes in the market place
The Negotiation Process
- Collect written offers
- Deep offer analysis
- Strategically respond to offers
- Negotiate to optimize price and terms
- Our multiple offer process
- Back up strategies
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Phase Four: Closing
The Closing Process
Execute the contracts
-
Complete disclosures
-
The contingency periods
-
Fulfill duties & responsibilities
-
Closing
Transitioning from the property
-
Final documentation
-
The final 10 days
-
Closing and celebration
-
Working Together Again
Following up & keeping in touch
-
- Second homes & investment properties
Providing resources
-
Feedback, testimonials, & referrals
-
Our raving fan process
-
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
W HO Y OU W ORK WITH M ATTERS S CHOELERMAN . COM
#1 in California
Schoelerman Profiles Representing Sellers, Buyers, and Investors throughout Silicon Valley
Jackie Schoelerman - Real Estate Broker I am a top producing Real Estate Broker . I hold both a degree in Architecture and a degree in Business Finance. With my uncanny knowledge of the local market, my winning negotiating skills, and my high level of ethical standards, I am well recognized as a leader in my field. My personal goal is to exceed the expectations of every one of my clients. Outside of work, I take great pleasure in hiking, traveling, and spending time with Richard and my family. I make a concerted effort to give back to my community, both by active participation in local events, and by volunteering and giving my time to charitable organizations and endeavors. Richard Schoelerman - Real Estate Broker I my a seasoned Real Estate Broker , Architect , and General Contractor . I hold a Master Degree in Architecture. This expertise in architecture, construction, and real estate allow me to bring an inspiring level of proven know-how to help guide my clients towards the visualization and true potential of their dream home. During my free time, I enjoy weekly hikes to the area open space reserves and parks with Jackie. I regularly gives back to the community by actively participating in the Palo Alto University Rotary Club of which I am a Past President and a Past Assistant Governor in Rotary District 5170. I also like to model HO trains and scenery.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Global Connections – Power in Numbers
The Coldwell Banker brand is a true global force, with the power to showcase exceptional properties and reach affluent buyers around the world and in dozens of languages.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Every Home has a Story – Let us tell Yours.
We have helped hundreds of families just like yours maximize their real estate position. We Sell 1 Home Every 15 Days We sell Our Clients listings an average of 11% OVER asking price and Go into contract in an average of 10 days
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
Seller Stories Cl i ck the image to watch video
Pattie Barco
Lina and Robert Arseneault
Sharon and Kelly Kehler
Christina Van Zandt
Leigh Soutter
Jeff Sasaki
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Rating and Reviews Real Reviews and Social Proof of our Success – ( 75 ) 5 Star Reviews
Highly likely to recommend | 5.0 Sold a Single Family home in Palo Alto, CA
Highly likely to recommend | 5.0 Bought a Single Family home in Palo Alto, CA
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Rating and Reviews Real Reviews and Social Proof of our Success – ( 75 ) 5 Star Reviews
Highly likely to recommend | 5.0 Bought a Single Family home in Palo Alto, CA
Highly likely to recommend | 5.0 Sold a Single Family home in Palo Alto, CA
Highly likely to recommend | 5.0 Sold a Single Family home in Palo Alto, CA
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
B LUEPRINT FOR S UCCESS S CHOELERMAN . COM
#1 in California
Strategy and Launch Planning Our Pre-Launch process actively markets your right from the beginning.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
Pre-Launch Digital Marketing
Our digital marketing includes using our custom countdown clock to advertise on FaceBook, Instagram, LinkedIn, and Google to capture buyers interested in your home
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Custom Property Webpage
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Targeted Facebook Marketing
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Jackie,
Your results are in! See below for your report.
- The Social Media Team @ Kingston Lane
41948 Impressions
Impressions are the total number of views your ad achieved.
127 Leads
Leads are the total number of submissions your ad form received.
8.96 Cost Per Lead
Cost per lead is the amount spent for each lead.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Personally Contacting
Active Marketing is personally contacting 25, 50, 100 qualified Buyers and the Agents who control the Buyers per day to get the word out about your home.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Broker to Broker Networking
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Expansive Online Syndication
Finding a discerning buyer for a one-of-a-kind property takes ingenuity – and an expert command of today’s online arena. The Coldwell Banker Global Luxury program has mastered the art of digital marketing, ensuring your property is seen by the widest possible audience of qualified buyers; in fact, your home can be showcased on up to 900 websites worldwide.
Coldwellbanker.com automatically syndicated listing to hundreds of Web partners, including the most visited real estate websites like Fang, Rightmove and 99acres.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
Actively Marketing Your Home
Active Marketing is personally contacting 25, 50, 100 qualified Buyers and the Agents who control the Buyers per day. Active Marketing is door knocking the neighborhood so the neighbors can spread the word to their friends, family and coworkers about the opportunity to live in your neighborhood.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Professional Photography
We have a professional photographer on our team that specializes in bringing out the great features of your home through photo and video. What are the key characteristics of your home that we should be featuring?
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Home Staging
The better the home shows, the more value a buyer sees, so we have a professional stager that will come in, assess the appeal of your home to buyers and will make any recommendation to increase interest. In fact, staged homes sell 79% faster and sell for 17% more than a non-staged home.
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Real Estate Timing Analysis What is the realistic timing to get your home SOLD.
Days
Total Days
1
1
Sign Listing Agreement
Home Preparation / Inspections / Photography / Staging / Marketing Material Prepartation: (14 to 30 days)
21
22
15
37
Average Days on Market - Offer Accepted: (14 to 45 days)
30
67
Escrow Time / Closing Date: (7 to 45 days)
67
Deed Recording Date / Keys to new Owner
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Marketing Calendar – Sample Form
Example
Activity Calendar
Mon, Jan 04
Tue, Jan 05
Wed, Jan 06
Thu, Jan 07
Fri, Jan 08
Sat, Jan 09
Sun, Jan 10
Listing Agreement
PRE - LAUNCH Prep Home
Painting
Carpet
combo lockbox
Pre-Launch Marketing
vendor estimates
Mon, Jan 11
Tue, Jan 12
Wed, Jan 13
Thu, Jan 14
Fri, Jan 15
Sat, Jan 16
Sun, Jan 17
House Cleaning
Photography
inspections
Pre Launch Marketing
Mon, Jan 18
Tue, Jan 19
Wed, Jan 20
Thu, Jan 21
Fri, Jan 22
Sat, Jan 23
Sun, Jan 24
yard sign
LAUNCH On Market
BROKER TOUR Virtual
OPEN HOUSE Virtual
OPEN HOUSE Virtual
supra lockbox
Pre Launch Marketing
Launch Marketing
Mon, Jan 25
Tue, Jan 26
Wed, Jan 27
Thu, Jan 28
Fri, Jan 29
Sat, Jan 30
Sun, Jan 31
Launch Period
Launch Period
OPEN HOUSE Virtual
OPEN HOUSE Virtual
Holiday
Launch Period
Launch Marketing
Mon, Feb 01
Tue, Feb 02
Wed, Feb 03
Thu, Feb 04
Fri, Feb 05
Sat, Feb 06
Sun, Feb 07
Ratified Contract
Close of Escrow
Escrow Period Escrow Period Escrow Period
OFFERS (if any)
ESCROW PERIOD
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Sample Form
Weekly Activity Report
Jan 21, 21
property address
Showing Remarks or Comments
1 area for weekly feedback from buyers and realtors
Weekly Activity Report
YTD
MLS Start Date
Jan 09, 21
Current Days on the Market
12
Homes currently on the market for sale
47 30
Homes under contract
Homes sold
7
Average days market
29
Disclosures viewed online Disclosures downloaded Number of offers submitted
332
63 16
Number of virtual open houses held Number of virtual broker tours held
4 1
Families at virtual open house
30 30
Realtors at virtual open house and broker tour
Advertising Activity Online Views
6,313
Property Postcards sent
536
Nextdoor post to the neighborhood
36,258
Virtual open house ad views
890
Newsletter email sent featuring home
6,232
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Strategic Partners Inspection / Vendor Estimates – Sample Form
Property Address Work Description Inspection Estimates Property Inspection
Vendors
Quote
Inspector Name and Address
Termite Inspection
Inspector Name and Address
Roof Inspection
Inspector Name and Address
Chimney Inspection
Inspector Name and Address
Environmental Report
Inspector Name and Address
Vendor Estimates House Cleaning
Vendor Name and Address
windows carpet blinds
Staging / Design
Vendor Name and Address
design, first month rental
Landscaping
Vendor Name and Address
cleanup
Handyman
Vendor Name and Address
smoke and carbine detectors material smoke and carbine detectors labor
Total
0
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
The Art of Making it Look Effortless
Our job is to get your home SOLD while taking the stress off your shoulders and walking you through the complicated selling process.
This is what most people think of the real estate process.
X
X
START
END
But, in most cases, this is Reality.
X
X
START
END
It takes years of experience to navigate the twists and turns of the real estate process. We have for decades specialized in selling homes and getting those tough deals to the closing table. Let us put those years of experience to work for YOU!
“Because, Who You Work with Matters” Let’s Get Started
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
#1 in California
Let’s Get Started
Jackie Schoelerman | 650-855-9700 | www.schoelerman.com
Made with FlippingBook Annual report maker