PV 65 Cheyenne - William Kelly
Hi William,
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
65 Cheyenne Pt, Portola Valley, CA 94028-7623, San Mateo County APN: 077-242-060 CLIP: 2326165872
MLS Beds 4 MLS Sq Ft 4,520
MLS Full Baths 3
MLS Half Baths 1
Sale Price $2,700,000
Sale Date 03/07/2000
Lot Sq Ft 43,647
MLS Yr Built 2004
Type SFR
OWNER INFORMATION Owner Name Tax Billing Address Tax Billing City & State
Kelly William F Po Box 12215 Zephyr Cove, NV
4215
Tax Billing Zip+4 Owner Occupied Owner Name 2
No
Northenkelly Pamela
89448
Tax Billing Zip
LOCATION INFORMATION School District Community College District Elementary School District
Sequoia Un
C045
Property Carrier Route
San Mateo Junior Portola Vly Basic
R1001A
Zoning
Map Page/Grid
263
Location Influence
Market Area
6132.00
Census Tract Tract Number
Parcel Comments
No
Within 250 Feet of Multiple Flood Z one
TAX INFORMATION APN
077-242-060
019128
Tax Area
Alt APN
Tax Appraisal Area
2 6
Exemption(s) % Improved
Block ID
57%
Lot Number
LOT 6 BLK 2 ARROWHEAD MEAD OWS UNIT NO 6 RSM 59/18-19
Legal Description
ASSESSMENT & TAX Assessment Year Assessed Value - Total Assessed Value - Land Assessed Value - Improved
2024
2023
2022
$4,746,414 $2,034,245 $2,712,169
$4,653,348 $1,994,358 $2,658,990
$4,562,107 $1,955,253 $2,606,854
Market Value - Total Market Value - Land
Market Value - Improved YOY Assessed Change ($) YOY Assessed Change (%)
$93,066
$91,241
2%
2%
Exempt Building Value Exempt Land Value Exempt Total Value
Tax Year
Total Tax $51,048 $51,882 $53,487
Change ($)
Change (%)
2021 2022 2023
$834
1.63% 3.09%
$1,605
Special Assessment
Tax Amount
CHARACTERISTICS Land Use - CoreLogic Land Use - County
SFR
Condo Amenities
Single Family
Central Central
Heat Type
Lot Frontage
Cooling Type
Lot Depth Lot Acres Lot Area Lot Shape
Porch
1.002 43,647
Open Deck
Patio Type
Detached Garage
Parking Type
2
Garage Capacity No. Parking Spaces
Contemporary
MLS: 2
Style
Tax: 1972 MLS: 2004
650
Year Built
Garage Sq Ft
Effective Year Built
Roof Type
Property Details Courtesy of Jackie Schoelerman, MLS Listings
Generated on: 10/10/24
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.
4,520 4,520 4,520 2,905
Tar & Gravel
Gross Area
Roof Material Roof Frame Foundation Roof Shape Construction
Building Sq Ft
Raised
Above Gnd Sq Ft Ground Floor Area
2nd Floor Area
1
Wood
Stories
Exterior
Carpet/Tile
Basement Sq Feet Basement Type
Floor Cover
MLS: Concrete Perimeter
Pool
Pool
12
Laundry Room, Open Deck
Total Rooms Bedrooms Total Baths
Other Impvs Equipment Total Units
Tax: 6 MLS: 4
Disposal, Range Hood, Microwave
4
Public
MLS Total Baths
Water Sewer
3 1 1
Septic Tank
Full Baths Half Baths Fireplaces
Good
Condition
Quality
LAST MARKET SALE & SALES HISTORY Recording Date
03/10/2000 03/07/2000 $2,700,000
Grant Deed
Deed Type
Kelly William F
Settle Date Sale Price
Owner Name Owner Name 2
Northenkelly Pamela Moritz Jules G Jr
$597.35
Price Per Square Feet Document Number
Seller
28654
Recording Date
12/30/2016
12/30/2016
04/12/2002
03/13/2000
03/10/2000 $2,700,000
Sale Price
Y
Y
Y
Y
Nominal
N-Kelly W & P Family T rust
Kelly William F
Kelly William F
Kelly William
Kelly William
Buyer Name
Buyer Name 2 Seller Name
Kelly William F
Kelly William F
Kelly William
Kelly Janice L
Moritz Jules G Jr
140893
140892
71781
29003
28654
Document Number
Grant Deed
Grant Deed
Trustee's Deed(Transfe r)
Grant Deed
Grant Deed
Document Type
Recording Date
03/10/1987
$350,000
Sale Price
Nominal Buyer Name Buyer Name 2
Moritz Jules & Judy
Moritz Judy
Atlantic Financial Sb
Seller Name
34429
Document Number
Corporation Grant Deed
Document Type
MORTGAGE HISTORY Mortgage Date
05/06/1999
08/19/1987
03/10/1987
$650,000
$125,000
$280,000
Mortgage Amount
Wausau Mtg Corp
Hibernia Bk Conventional
Great Wstrn Bk Fsb
Mortgage Lender
Conventional
Conventional
Mortgage Code
Refi
Refi
Resale
Mortgage Type
Property Details Courtesy of Jackie Schoelerman, MLS Listings
Generated on: 10/10/24
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: 10/10/24
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.
65 Cheyenne Point 1 25 Bear Gulch DR 2 35 Valencia CT
Summary of Comparable Listings This page summarizes the comparable listings contained in this market analysis.
Sold listings
Address
Bd
Ba (F) Ba (P)
Sqft
Lot
Age
Date
DOM
Sale $
S$/SqFt
65 Cheyenne
1.00 (a) 1.08 (a) 1.04 (a) 1.06 (a)
4 3
1 1 1
4,520 3,825 3,305 3,565
20 60 10 35
25 Bear Gulch Drive 35 Valencia Court
07/12/2024 08/29/2024
$6,150,000 $7,500,000 $6,825,000
5 4 5
4 3
$1,608 $2,269 $1,939
11 66 39
4 1
$6,825,000 Median: $6,825,000 Average:
Cross Property Summary Report
Summary Statistics
High
Low
Average
Median
List Price: Sold Price:
$7,500,000
$6,150,000
$6,825,000
$6,825,000
Residential Sold
MLS # Address
Bd Ba (F)
Ba (P)
Age
List Price SqFt L$/SqFt
Apx Lot
DOM Sale Price S$/SqFt
ML81968096 ML81969891
25 Bear Gulch
5 4
4 3
1 1
60 10
$6,295,000 $7,895,000 $7,095,000 $7,095,000
3,825 $1,645.75 3,305 $2,388.80 3,565 $2,017.28 3,565 $2,017.28
1.08 (a) 1.04 (a) 1.06 (a) 1.06 (a)
11 66 39 39
$6,150,000 $7,500,000 $6,825,000 $6,825,000
$1,607.84 $2,269.29 $1,938.57 $1,938.57
35 Valencia
Average:
Total Average:
Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.
Subject Property 65 Cheyenne Point MLS# Status Prop Type
Details 25 Bear Gulch Drive ML81968096 Sold
Details 35 Valencia Court ML81969891 Sold
Residential $6,295,000 06/03/2024 $6,150,000 7/12/2024 Portola Valley Central Portola Valley 5 4/1 3,825 1.08 (a) Portola Valley Elementary Sequoia Union High 60 Attached Garage
Residential $7,895,000 06/17/2024 $7,500,000 8/29/2024 Portola Valley Central Portola Valley 4 3/1 3,305 1.04 (a) Portola Valley Elementary Sequoia Union High 10 Attached Garage
Residential
List Price List Date Sold Price Sold Date City
Portola Valley
Central Portola Valley
Area Beds
4
3/1
Baths (F/P)
4520
Apx Sqft Apx Lot
1.00 (a) Elem District Portola Valley Elementary HS District Sequoia Union High Age 20 Garage 2 Car Garage
Living Room, Primary Bedroom
1
Fireplace
Central AC Pool - In Ground 11
Central AC, Multi-Zone Yes 66
A/C
Cooling Pool DOM Remarks:
Gorgeous Portola Valley Estate with Level Lot and Views in Prime Location. Formal entry, spacious living room with western hill views, separate dining room opens to terrace. Gourmet chef's kitchen with center island, built-in nook, Viking cooktop, double ovens and Thermador refrigerator . Expansive family room with threes sets of doors opens to stunning yard. Custom office, 5 spacious bedrooms, 4.5 remodeled custom baths, main level bedroom and bath with separate entrance. Indoor laundry room with ample storage, custom mud room,
Custom built in 2014, this organic contemporary home showcases architectural excellence by Simpson Design Group and meticulous construction by Portola Valley Builders. Situated on a beautiful 1.04-acre lot with sweeping views from the western hills at the front to Mount Hamilton at the rear, the property features a secluded pool and spa, plus a chicken coop and vegetable garden for a farm-to-table lifestyle. An inviting front courtyard offers incredible space for outdoor living, leading to the
List Price and Sale Price This graph illustrates the list price, along with sale price in Sold listings.
List Price Sale Price
Price Graph
8000K
7000K
6000K
5000K
4000K
3000K
Price
2000K
1000K
0K
35 Valencia Court
25 Bear Gulch Drive
$7,095,000 $7,095,000
$6,825,000 $6,825,000 Median Sold Price: Average Sold Price:
Average List Price: Median List Price:
Number of Days On Market This graph illustrates the number of days on market for the listings in this analysis.
Days On Market
70
60
50
40
30
Days On Market
20
10
0
25 Bear Gulch Drive
35 Valencia Court
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
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