AT 441 Walsh - Ken Goldman

Hi Ken,

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

441 Walsh Rd, Atherton, CA 94027-6438, San Mateo County APN: 074-371-140 CLIP: 4199803163

Beds 5

Full Baths 5 Lot Sq Ft 38,150

Half Baths 1

Sale Price $1,670,000

Sale Date N/A

Bldg Sq Ft 5,800

Yr Built 1963

Type SFR

OWNER INFORMATION Owner Name Tax Billing Address Tax Billing City & State

Goldman Kenneth A

6438

Tax Billing Zip+4 Owner Occupied Owner Name 2

441 Walsh Rd Atherton, CA

Yes

Valeriote Susan

94027

Tax Billing Zip

LOCATION INFORMATION School District Community College District Elementary School District

Sequoia Un

C061

Property Carrier Route

San Mateo Junior

R1001A

Zoning

Las Lomitas

Map Page/Grid

290

Location Influence

Market Area

6114.00

Census Tract Tract Number

Parcel Comments

No

Within 250 Feet of Multiple Flood Z one

TAX INFORMATION APN

074-371-140

001028

Tax Area

Alt APN

Tax Appraisal Area

Homeowner

Exemption(s) % Improved

Block ID

62%

14

Lot Number

LOT 14 ATHERTON WEST RSM 55/ 36 TOWN OF ATHERTON

Legal Description

ASSESSMENT & TAX Assessment Year Assessed Value - Total Assessed Value - Land Assessed Value - Improved

2024

2023

2022

$3,602,355 $1,375,055 $2,227,300

$3,531,723 $1,348,094 $2,183,629

$3,462,475 $1,321,661 $2,140,814

Market Value - Total Market Value - Land

Market Value - Improved YOY Assessed Change ($) YOY Assessed Change (%)

$70,632

$69,248

2%

2%

Exempt Building Value Exempt Land Value Exempt Total Value

Tax Year

Total Tax $39,567 $40,674 $41,349

Change ($)

Change (%)

2022 2023 2024

$1,107

2.8%

$674

1.66%

Special Assessment

Tax Amount

CHARACTERISTICS Land Use - CoreLogic Land Use - County

SFR

Condo Amenities

Single Family

Central Central Porch

Heat Type

202 200

Lot Frontage

Cooling Type

Lot Depth Lot Acres Lot Area Lot Shape

Porch

0.8758 38,150

Patio

Patio Type

Attached Garage

Parking Type

3 2

Garage Capacity No. Parking Spaces

Style

1963

780

Year Built

Garage Sq Ft

Effective Year Built

Roof Type

6,580

Gross Area

Roof Material

Property Details Courtesy of Jackie Schoelerman, MLS Listings

Generated on: 03/21/25

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.

5,800 5,800 3,060 1,390

Building Sq Ft

Roof Frame Foundation Roof Shape Construction

Above Gnd Sq Ft Ground Floor Area

2nd Floor Area

2

Stories

Exterior

Basement Sq Feet Basement Type

Floor Cover

Pool

Pool

13

Dock, Patio, Porch Dishwasher, Cooktop

Total Rooms Bedrooms Total Baths

Other Impvs Equipment Total Units

5 6 5 1 1

MLS Total Baths

Water Sewer

Full Baths Half Baths Fireplaces

Good Good

Condition

Quality

LAST MARKET SALE & SALES HISTORY Recording Date

06/16/1995

Grant Deed

Deed Type

Goldman Kenneth A

Settle Date Sale Price

Owner Name Owner Name 2

$1,670,000

Valeriote Susan

$287.93

London Craig J & M A Trs

Price Per Square Feet Document Number

Seller

61345

Recording Date

12/27/1995

06/16/1995 $1,670,000

05/14/1984

$570,000

Sale Price

Y

Nominal

Goldman Kenneth A Valeriote Susan Truste

Goldman Kenneth

London Craig

Buyer Name

Valeriote-Goldman Susan London Craig J & M A Trs

Buyer Name 2

Goldman Kenneth

Johnson Hobart & Hope

Seller Name

140222

61345

51556

Document Number

Quit Claim Deed

Grant Deed

Deed (Reg)

Document Type

MORTGAGE HISTORY Mortgage Date

08/14/2002

08/14/2002

12/01/1998

06/16/1995 $1,000,000

06/11/1993

$375,000

$600,000

$600,000

$250,500

Mortgage Amount

Merrill Lynch Credit Co rp

Merrill Lynch Credit Co rp

Bank Of America

Bank Of America Natl T r & Svgs

Chase Manhattan Pers onal Fin

Mortgage Lender

Conventional

Conventional

Conventional

Conventional

Conventional

Mortgage Code

Refi

Refi

Refi

Resale

Refi

Mortgage Type

Mortgage Date

05/22/1991

04/15/1987

05/14/1984

$200,000

$200,000

$200,000

Mortgage Amount

Bank Of America

Bay View Fed'l S&L

Mortgage Lender

Conventional

Conventional

Conventional

Mortgage Code

Refi

Refi

Resale

Mortgage Type

Property Details Courtesy of Jackie Schoelerman, MLS Listings

Generated on: 03/21/25

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: 03/21/25

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.

441 Walsh Road 1 100 Sutherland DR 2 497 Walsh RD 3 2 Valley RD

Summary of Comparable Listings This page summarizes the comparable listings contained in this market analysis.

Active listings

Address 441 Walsh

Bd

Ba (F) Ba (P)

Sqft

Lot

Age

Date

DOM

L/S Price

S/Sq

38,150 (sf)

5 5

1 0

6,800 4,050 4,050

62 60 60

100 Sutherland Drive

1.33 (a) 1.33 (a)

03/18/2025

$7,500,000 $7,500,000

5 5

4

$1,852 $1,852

4 0

Sold listings

Address 441 Walsh

Bd

Ba (F) Ba (P)

Sqft

Lot

Age

Date

DOM

Sale $

S$/SqFt

38,150 (sf)

5 5

1 0 2

6,800 4,677 6,157 5,417

62 53 18 36

497 Walsh Road 2 Valley Road

1.11 (a) 1.01 (a) 1.06 (a)

03/24/2025 02/19/2025

$11,950,000 $12,000,000 $11,975,000

4 6 5

3 7

$2,555 $1,949 $2,252

11

5 8

5 1

$11,950,000 Median: $10,483,333 Average:

Cross Property Summary Report

Summary Statistics

High

Low

Average $7,500,000 $11,975,000

Median

$7,500,000 $12,000,000

$7,500,000 $11,950,000

$7,500,000 $11,975,000

List Price: Sold Price:

Residential Active

MLS # Address

Bd Ba (F)

Ba (P)

Age

List Price SqFt L$/SqFt

Apx Lot

DOM Sale Price S$/SqFt

ML81998455

100 Sutherland

5

4

0

60

$7,500,000 $7,500,000

4,050 $1,851.85

1.33 (a)

4,050 $1,851.85 1.33 (a)

Average:

Sold MLS # Address

Bd Ba (F)

Ba (P)

Age

List Price SqFt L$/SqFt

Apx Lot

DOM Sale Price S$/SqFt

ML81993490 ML81991543

497 Walsh

4 6

3 7

0 2

53 18

$11,950,000 $11,980,000 $11,965,000 $10,476,667

4,677 $2,555.06 6,157 $1,945.75 5,417 $2,250.40 4,961 $2,117.55

1.11 (a) 1.01 (a) 1.06 (a) 1.15 (a)

11

$11,950,000 $12,000,000 $11,975,000 $11,975,000

$2,555.06 $1,949.00 $2,252.03 $2,252.03

2 Valley

5 8 8

Average:

Total Average:

Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.

Subject Property 441 Walsh Road MLS# Status Prop Type

Details 100 Sutherland Drive ML81998455 Active

Details 497 Walsh Road ML81993490 Sold Residential

Residential $7,500,000 03/18/2025

Residential

$11,950,000 02/10/2025 $11,950,000 3/24/2025 Atherton Alameda to 280 4 3/0 4,677 1.11 (a) Las Lomitas Elementary Sequoia Union High 53 Attached Garage

List Price List Date Sold Price Sold Date City

Atherton Alameda to 280 5 4/0 4,050 1.33 (a) Las Lomitas Elementary Sequoia Union High 60 Attached Garage

Atherton

Alameda to 280

Area Beds

5

5/1

Baths (F/P)

6800

Apx Sqft Apx Lot

38,150 (sf) Elem District Las Lomitas Elementary HS District Sequoia Union High Age 62 Garage 3 Car Garage

Living Room

Family Room, Living Room

1

Fireplace

Central AC No

Central AC Yes 11

A/C

Cooling

Pool DOM Remarks: 5,800 sq ft main house and additional 500 sq ft pool house and 500 sq ft gym.

1.32 acre lot at end of cul-de-sac. Wonderful opportunity to build a custom home in a neighborhood with several $40+ million estates. Private setting in a quiet, yet close-in setting to Sand Hill Road venture capital center and downtown Menlo Park and Palo Alto. Easy access to 280, Acclaimed Las Lomitas School District.

Prepare to be enchanted by this exquisite residence, where luxury meets comfort in perfect harmony. Meticulously remodeled approximately four years ago, this home showcases the pinnacle of modern design and craftsmanship. Step into a world of refined elegance, where every detail has been carefully curated to evoke the ambiance of a world-class resort. The true piece de resistance awaits in the backyard a private oasis that rivals the most exclusive retreats. Here, lush landscaping, tranquil water features, and thoughtfully designed

Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.

Subject Property 441 Walsh Road MLS# Status Prop Type

Details 2 Valley Road ML81991543 Sold Residential

Residential

$11,980,000 01/23/2025 $12,000,000 2/19/2025 Atherton Alameda to 280 6 7/2 6,157 1.01 (a) Las Lomitas Elementary Sequoia Union High 18 Detached Garage, Gate/Door Opener

List Price List Date Sold Price Sold Date City

Atherton

Alameda to 280

Area Beds

5

5/1

Baths (F/P)

6800

Apx Sqft Apx Lot

38,150 (sf) Elem District Las Lomitas Elementary HS District Sequoia Union High Age 62 Garage 3 Car Garage

1

Family Room, Living Room, Primary Bedroom, Other Location Central AC Pool - Cover, Pool - Heated, Pool - In Ground, Spa - In Ground 5

Fireplace

A/C

Cooling

Pool DOM Remarks: 5,800 sq ft main house and additional 500 sq ft pool house and 500 sq ft gym.

Located in Atherton, near Sharon Heights Golf and Country Club, this stunning modern Tudor-style estate rests on a gated, flat, park-like corner lot spanning over one acre. A paver driveway leads to the timeless stone and stucco residence, featuring a steeply pitched slate roof, ivy-covered walls, and exquisite landscaping. Inside, the grand foyer is bathed in natural light, with vaulted ceilings and French doors opening to the backyard terrace. The formal living and dining rooms, chef's kitchen with quartzite countertops and high-end appliances, and a

List Price and Sale Price This graph illustrates the list price, along with sale price in Sold listings.

List Price Sale Price

Price Graph

12M

10M

8M

6M

Price

4M

2M

0M

2 Valley Road

497 Walsh Road

100 Sutherland Drive

$10,476,667 $11,950,000

$11,975,000 $11,975,000 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

12

10

8

6

4

Days On Market

2

0

100 Sutherland Drive

2 Valley Road

497 Walsh Road

CMA Map Layout This page displays the Map for the CMA Subject and your comparables.

441 Walsh Road 1 100 Sutherland DR 2 497 Walsh RD 3 2 Valley RD

Summary of Comparable Listings This page summarizes the comparable listings contained in this market analysis.

Active listings

Address 441 Walsh

Bd

Ba (F) Ba (P)

Sqft

Lot

Age

Date

DOM

L/S Price

S/Sq

38,150 (sf)

5 5

1 0

5,800 4,050 4,050

62 60 60

100 Sutherland Drive

1.33 (a) 1.33 (a)

03/18/2025

$7,500,000 $7,500,000

5 5

4

$1,852 $1,852

4 0

Pending listings

Address 441 Walsh

Bd

Ba (F) Ba (P)

Sqft

Lot

Age

Date

DOM

L/S Price

S/Sq

38,150 (sf)

5 5

1 0

5,800 4,677 4,677

62 53 53

497 Walsh Road

1.11 (a) 1.11 (a)

$11,950,000 $11,950,000

4 4

3

$2,555 $2,555

3 0

Sold listings

Address 441 Walsh

Bd

Ba (F) Ba (P)

Sqft

Lot

Age

Date

DOM

Sale $

S$/SqFt

38,150 (sf)

5 5

1 2

5,800 6,157 6,157

62 18 18

2 Valley Road

1.01 (a) 1.01 (a)

02/19/2025

$12,000,000 $12,000,000

6 6

7

$1,949 $1,949

5 5

7 2

$11,950,000 Median: $10,483,333 Average:

Cross Property Summary Report

Summary Statistics

High

Low

Average $7,500,000 $12,000,000

Median

$7,500,000 $12,000,000

$7,500,000 $12,000,000

$7,500,000 $12,000,000

List Price: Sold Price:

Residential Active

MLS # Address

Bd Ba (F)

Ba (P)

Age

List Price SqFt L$/SqFt

Apx Lot

DOM Sale Price S$/SqFt

ML81998455

100 Sutherland

5

4

0

60

$7,500,000 $7,500,000

4,050 $1,851.85

1.33 (a)

4,050 $1,851.85 1.33 (a)

Average:

Pending MLS # Address

Bd Ba (F)

Ba (P)

Age

List Price SqFt L$/SqFt

Apx Lot

DOM Sale Price S$/SqFt

ML81993490

497 Walsh

4

3

0

53

$11,950,000 $11,950,000

4,677 $2,555.06

1.11 (a)

4,677 $2,555.06 1.11 (a)

Average:

Sold MLS # Address

Bd Ba (F)

Ba (P)

Age

List Price SqFt L$/SqFt

Apx Lot

DOM Sale Price S$/SqFt

ML81991543

2 Valley

6

7

2

18

$11,980,000 $11,980,000 $10,476,667

6,157 $1,945.75 6,157 $1,945.75 4,961 $2,117.55

1.01 (a) 1.01 (a) 1.15 (a)

5 5 5

$12,000,000 $12,000,000 $12,000,000

$1,949.00 $1,949.00 $1,949.00

Average:

Total Average:

Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.

Subject Property 441 Walsh Road MLS# Status Prop Type

Details 100 Sutherland Drive ML81998455 Active

Details 497 Walsh Road ML81993490 Pending Residential

Residential $7,500,000 03/18/2025

Residential

$11,950,000 02/10/2025

List Price List Date Sold Price Sold Date City

3/24/2025 Atherton Alameda to 280 4 3/0 4,677 1.11 (a) Las Lomitas Elementary Sequoia Union High 53 Attached Garage

Atherton Alameda to 280 5 4/0 4,050 1.33 (a) Las Lomitas Elementary Sequoia Union High 60 Attached Garage

Atherton

Alameda to 280

Area Beds

5

5/1

Baths (F/P)

5800

Apx Sqft Apx Lot

38,150 (sf) Elem District Las Lomitas Elementary HS District Sequoia Union High Age 62 Garage 3 Car Garage

Living Room

Family Room, Living Room

1

Fireplace

Central AC No

Central AC Yes

A/C

Cooling Pool DOM Remarks:

1.32 acre lot at end of cul-de-sac. Wonderful opportunity to build a custom home in a neighborhood with several $40+ million estates. Private setting in a quiet, yet close-in setting to Sand Hill Road venture capital center and downtown Menlo Park and Palo Alto. Easy access to 280, Acclaimed Las Lomitas School District.

Prepare to be enchanted by this exquisite residence, where luxury meets comfort in perfect harmony. Meticulously remodeled approximately four years ago, this home showcases the pinnacle of modern design and craftsmanship. Step into a world of refined elegance, where every detail has been carefully curated to evoke the ambiance of a world-class resort. The true piece de resistance awaits in the backyard a private oasis that rivals the most exclusive retreats. Here, lush landscaping, tranquil water features, and thoughtfully designed

Full Summary of Compared Listings This report summarizes the comparable listings contained in this market analysis.

Subject Property 441 Walsh Road MLS# Status Prop Type

Details 2 Valley Road ML81991543 Sold Residential

Residential

$11,980,000 01/23/2025 $12,000,000 2/19/2025 Atherton Alameda to 280 6 7/2 6,157 1.01 (a) Las Lomitas Elementary Sequoia Union High 18 Detached Garage, Gate/Door Opener

List Price List Date Sold Price Sold Date City

Atherton

Alameda to 280

Area Beds

5

5/1

Baths (F/P)

5800

Apx Sqft Apx Lot

38,150 (sf) Elem District Las Lomitas Elementary HS District Sequoia Union High Age 62 Garage 3 Car Garage

1

Family Room, Living Room, Primary Bedroom, Other Location Central AC Pool - Cover, Pool - Heated, Pool - In Ground, Spa - In Ground 5

Fireplace

A/C

Cooling Pool DOM Remarks:

Located in Atherton, near Sharon Heights Golf and Country Club, this stunning modern Tudor-style estate rests on a gated, flat, park-like corner lot spanning over one acre. A paver driveway leads to the timeless stone and stucco residence, featuring a steeply pitched slate roof, ivy-covered walls, and exquisite landscaping. Inside, the grand foyer is bathed in natural light, with vaulted ceilings and French doors opening to the backyard terrace. The formal living and dining rooms, chef's kitchen with quartzite countertops and high-end appliances, and a

List Price and Sale Price This graph illustrates the list price, along with sale price in Sold listings.

List Price Sale Price

Price Graph

12M

10M

8M

6M

Price

4M

2M

0M

2 Valley Road

497 Walsh Road

100 Sutherland Drive

$10,476,667 $11,950,000

$12,000,000 $12,000,000 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

5

4

3

2

Days On Market

1

0

100 Sutherland Drive

2 Valley Road

497 Walsh Road

Prepared for: Ken Goldman Prepared by: Jackie Schoelerman Representing: Coldwell Banker Realty

Property Address 441 Walsh Rd Atherton, CA

Prepared on: 3/27/2025

Seller's Preliminary Estimated Statement

Item

Debit

Credit

Sales Price

$12,603,808.00

Homeowner's Policy of Title Insurance (Total: $11,225.00 as of 3/17/2025)

$0.00

Escrow Fee** (as of 3/17/2025) Outside Notary Fee* (Est. Total: $200.00)

$100.00

Recording Fees* (Est. Total: $110.00)

$0.00

Recording Service Fee (Total: $25.00)

$0.00

County Transfer Tax (Total: $13,864.40)

$13,864.40

Due to Seller (est.)

$12,589,843.60

Note: **Please contact an Old Republic Title Company Sales Representative for an escrow rate quote.

*These are ESTIMATED fees. Actual fees may vary in each state, county and office. Please contact your Old Republic Title Company escrow officer for more precise figures. Amounts shown as "totals" above may differ from the actual amounts debited on this Netsheet due to customary buyer/seller splits in the subject property County or due to any of the applicable amounts above that you may have altered from the defaulted customary buyer/seller splits. Please contact your escrow officer for additional information. The figures reflected in this Preliminary Estimated Statement are PRELIMINARY ESTIMATED FEES based upon information you have entered. Actual fees may vary for each transaction depending upon loan type and terms, any applicable discount rates, local governmental charges and any additional services required for your transaction. A more accurate statement will be made in the "Estimated Closing Statement" furnished by our escrow officer after we have received the loan documents. The exact total of all fees and costs will be reflected in the final closing statement.

These calculations are for 1-4 Family Residential properties.

O UR P ROCESS / S ELLING Y OUR H OME S CHOELERMAN . COM

#1 in California

Phase One: Discovery

Defining A Win

- 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 Click 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