1. QUALIFICATIONS
HELEN S. REESE
APPRAISAL & CONSULTING Venture Research
EXPERIENCE (Principal)
Walnut Creek, California
September 1997 to date
Garfield & Associates
(Principal)
Walnut Creek, California
August 1990 to September 1997
Laventhol & Horwath - CPA & Real Estate Consulting Firm
(Manager - Appraisal Department)
San Francisco, California
1987 to August 1990
Benchmark Appraisals, Inc.
(Appraiser Training Supervisor & Senior Staff Appraiser)
Santa Ana, California
1986 to 1987
Coastline Group, Inc.
(Associated Fee Appraiser)
Santa Ana, California
1985 to 1986
Venture Research & Adobe Saving & Loan Association
(Senior Appraiser/ Commercial Loan Appraisal Reviewer)
Concord, California
1980 to 1985
PROFESSIONAL The Appraisal Institute - Courses & Seminars (not all inclusive):
EDUCATION Real Estate Appraisal Principles
Basic Valuation Procedures
Capitalization Theory & Techniques-Parts I - II - III
Uniform Standards of Professional Appraisal Practice (USPAP)
Case Studies in Real Estate Valuation
Valuation Analysis & Report Writing
Residential Subdivision Analysis - Seminar
R.E. HP-12C - Seminar
Rates, Ratios & Reasonableness - Seminar
Discounted Cash Flow - Seminar
Right of Way Acquisitions: Case Studies -
New Technology & the Appraiser – Seminar
Partial Interests – Seminar
Vineyard Valuation – Seminar
Appraising Depressed Properties - Seminar
GENERAL B.S. - State University of New York at Plattsburgh
EDUCATION M.S. - State University of New York at Plattsburgh
2. APPRAISAL ACTIVITIES & Types of Appraisals/Studies:
LITIGATION SUPPORT Market Value, Eminent Domain, Partial Takings and
Easements, Leasehold, Financing and Mortgage
Considerations, Litigation Support Valuations, Estate
Valuations, and Partial Interest Valuations.
Types of Properties Appraised:
Unimproved and Improved Land, Industrial Properties,
Apartment Buildings, Office Buildings, Mixed Use Facilities,
Retail Centers, Residential Subdivisions, Athletic Club
Facilities, Hotels, Restaurants, Gas Stations and Mini-Marts,
Marinas, Mini-Storage Facilities, Churches and Other
Special-purpose Income Producing Properties.
Partial Client List:
Individuals, Corporations, Businesses, Developers,
Partnerships, Attorneys, Insurance Companies, Public
Agencies, Banks and other lenders, and CPAs. Projects
involving government agencies including appraisals for
condemner and/or property owners City and County
Governments, and Airports.
REVIEW APPRAISER Compliance and Quality Review of all types of appraisals for
Banks and other Financial Institutions relative to requirements of
FIRREA and OREA.
EXPERT WITNESS Real Estate, Qualified - Expert Witness by Federal Court and/or
Superior Court of California - Contra Costa County, Marin County
and Alameda County.
PROFESSIONAL State Certified General Appraiser - State of California
AFFILIATIONS (Office of Real Estate Appraisers License No. AG009769)
Practicing Affiliate Appraisal Institute
East Bay C.R.E.W. (Commercial Real Estate Women) – member,
committee member – Programs
680 CIX Commercial Idea Exchange – commercial real estate
networking group
OTHER
AFFILIATIONS Danville/Sycamore Valley Rotary Club – former Secretary &
Interact Advisor, Dougherty Valley High School
Voted Rotarian of the Year 2011
Blackhawk Chorus
Venture Research is a Woman-Owned Business, originating in 1990, then under the name
Garfield & Associates, which was changed to Venture Research in September 1997 with the
purchase of the same at that time (formerly established in 1965).
Address correspondence to: 1782 Whitecliff Way, Walnut Creek, CA 94596
Telephone: (925) 935-4294
Internet: hsreese@att.net and http://www.linkedin.com/in/helenreese
Website: www.ventureresearch.biz
Blog: http://ventureresearch.wordpress.com