Intero & Summitry Partnership
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Here are examples of how my Intero office in Los Altos partners with Summitry and assists clients with their property inheritance and other life situations. Let me know if you’d like to discuss further and I can provide an introduction, it’s very simple and there’s no obligation, just good information for our clients. I’m here to help in anyway I can. Lynne Watanabe-MacFarlane MCDM, SRES, SRS | Realtor DRE#02066698 Master of Communication Digital Media/Marketing, University of Washington, Seattle Senior Real Estate Specialist – Advance Certification, National Association of Realtors Seller Representative Specialist – Advance Certification, National Association of Realtors PFAC Silicon Valley affiliate (Professional Fiduciary Association of California) #1631 Professional Real Estate Association memberships: National Association of Realtors California Association of Realtors Silicon Valley Association of Realtors Intero Real Estate Services | Berkshire Hathaway affiliate 408.800.1141 Cell 831.346.2743 Cell Lmacfarlane@intero.com
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Luxury Home Marketing | North America FEB 2024
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To say that the high-end market has seen a dramatic growth over the last few years is probably an
understatement. The recognition of its impact and undeniable influence, through emerging trends
and architectural innovations, on the broader real estate landscape has been equally significant.
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saw a resurgence in activity, marking a pivotal moment for affluent investors and luxury property
enthusiasts.
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confidence was mirrored in increased inventory levels and a subsequent rise in sales, surpassing
figures from the same period in 2022.
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Early statistics from January 2024, based on the 155 markets researched by The Institute, suggest
that this positive trend is not only continuing but has the potential to accelerate, particularly in
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outperform the previous year.
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Please Like & Subscribe to Lynne MacFarlane Homes newsletter and search platform for the newest listings and market information.
https://lynnemacfarlane.realscout.me/
YouTube Channel: https://www.youtube.com/@LynneMacfarlaneHomes/videos
Facebook Page: https://www.facebook.com/LynneMacFarlaneHomes
Instagram: https://www.instagram.com/lynnemacfarlanerealtor/
LinkedIn: https://www.linkedin.com/in/lynnemacfarlane/2024 Jan Luxury Market Report - North America's Premier Destinations
Here's the report from the Institute of Luxury Home Marketing - North America's top premier destinations single family homes includes median list price, sold price, inventory, new listings, numbers sold, days on market and the market status (Buyer market, Balanced market, Seller market). Official Market Type: Seller's with a 23.94% Sales Ratio.1
• Homes are selling for an average of 97.86% of list price.
• The median luxury threshold2 price is $925,000, and the median luxury home sales price is $1,270,000.
• Markets with the Highest Median Sales Price: Telluride ($6,550,000), Palm Beach Towns ($4,300,000), Park City ($5,150,000), and Los Angeles Beach Cities ($6,300,000).
• Markets with the Highest Sales Ratio: East Bay, CA (99%), Howard County (78%), San Francisco (76%), and Silicon Valley (72%).
1Sales Ratio defines market speed and market type: Buyer's < 15.5%; Balanced >= 15.5 to < 20.5%; Seller's >= 20.5% plus. If >100%, sales from previous month exceeds current inventory. 2 The luxury threshold price is set by The Institute for Luxury Home Marketing.
If interested in a local luxury market report contact us:
LYNNE MACFARLANE HOMES
Intero Los Altos & Carmel | a Berkshire Hathaway affiliate
DRE # 02066698
(408) 800-1141 Silicon Valley
(831) 346-2743 Santa Cruz/Monterey Bay
LMACFARLANE@INTERO.COM
Luxury Market Report - North America | Jan 2024
'The best way to sum up the luxury real estate market during 2023 might be that it remained "unapologetically resilient", despite a slower year in the overall sales volume compared to 2022.
Purchasing a luxury home also retained its appeal with high demand from affluent buyers still looking to realize their desire to buy a new residence. Equally they recognized that the investment opportunity remained, albeit over the longer term.
Want to learn more, make sure you connect with MacFarlane Homes Facebook Page:
https://www.facebook.com/LynneMacFarlaneHomes
LYNNE MACFARLANE, MCDM, SRS, SRES | Realtor
Intero Los Altos & Carmel, Berkshire Hathaway
- Institute of Luxury Home Marketing - Member
(408) 800-1141
(831) 346-2743
WWW.LYNNEMACFARLANE.COM
LMACFARLANE@INTERO.COM
2024 Jan North America - Institute of Luxury Home Marketing
• Official Market Type: Seller's with a 23.94% Sales Ratio.1
• Homes are selling for an average of 97.86% of list price.
• The median luxury threshold2 price is $925,000, and the median luxury home sales price is $1,270,000.
• Markets with the Highest Median Sales Price: Telluride ($6,550,000), Palm Beach Towns ($4,300,000), Park City ($5,150,000), and Los Angeles Beach Cities ($6,300,000).
• Markets with the Highest Sales Ratio: East Bay, CA (99%), Howard County (78%), San Francisco (76%), and Silicon Valley (72%).
Luxury Market Report NorthAmerica DEC'23
The Institute for Luxury Home Marketing has analyzed a number of metrics — including sales
prices, sales volumes, number of sales, sales-price-to-list-price ratios, days on market and price-per-square-foot – to provide you a comprehensive North American Luxury Market report.
Additionally, we have further examined all of the individual luxury markets to provide both an overview and an in-depth analysis - including, where data is sufficient, a breakdown by luxury single-family homes and luxury attached homes. The Glimmer of Change Grows Brighter
Last month, we reported a glimmer of hope as the luxury market, for the first time in 2023,
witnessed an increase in the number of sold properties and new inventory entering the market
compared to the same month in 2022. This encouraging trend continues this month.
The Numbers are Up
Compared to November 2022, the number of sales last month rose 5.1% for single-family homes
and 13.7% for attached homes. This is not the only growth statistic that could show the start, albeit
a slow one, of a market comeback.
The number of new listings entering the market last month also increased compared to November
2022, by 21.1% for single-family homes and 29.3% for attached properties. The rise in new inventory
entering the market is equally significant as it shows a growing confidence by sellers compared to
last year.
Lack of new inventory has been one of the most significant challenges to the growth of sales during
most of 2023, as it created a roadblock for opportunity. This was especially significant in a market
where buyers had become highly specific in their property specification preferences.
Get Ready for 2024 the Right Way
During this unconventional market, we highly recommend working with a luxury property specialist to gain insights into what is truly happening in your local marketplace. The art of selling and buying in this market needs a critical and analytical approach. Understanding the realities and setting realistic expectations accordingly will ensure that your goals are achieved.
If you're considering to buy, sell or invest in California reach out and let's connect
LYNNE MACFARLANE, Realtor
Intero Los Altos & Carmel | DRE 02066698
831-346-2743
408-800-1141
LYNNE@LYNNEMACFARLANE.COM
WWW.LYNNEMACFARLANE.COM
North Am Luxury Marketing Report November 2023
The Institute for Luxury Home Marketing report provides an in-depth look at the top residential markets across the United States and Canada. Within the individual markets, you will find established luxury benchmark prices and detailed survey of luxury active and sold properties designed to showcase current market status and recent trends. The national report illustrates a compilation of the top North American markets to review overall standards and trends. Questions addressed are whether if prices will fall and where are the most likely opportunities for luxury buyers exist. The art of selling and buying in this market needs a critical and analytical approach. Understanding the realities of setting expectations accordingly will ensure that goals are achieved.
**Contact Lynne MacFarlane, a member of the Institute of Luxury Home Marketing today to discuss your market home strategy and analysis.
LYNNE MACFARLANE, MCDM, SRS, SRES | Realtor Intero Los Altos & Carmel, CA
Prof Fiduciary Assoc of CA Silicon Valley affiliate member.
Call
831-346-2743 for an appt.
LMACFARLANE@INTERO.COM
www.LynneMacFarlane.com
Luxury Home Market Report - North America Nov 2023
Opportunity Knocks
The biggest impacts are more likely to be felt at the local market level and will depend on the current
demand profile of their buyers against ongoing supply. So, expect to hear some conflicting analysis
because all markets are not equal and results from a North American perspective could look very
different at the grassroots level.
While there will be much debate about how things will play out over the next year, like all markets,
there is always an opportunity for those who are ready. There are niches in every market: whether
moving to a location that affords a better cost of living, recognizing luxury pockets or property types
that are next in the demand cycle, or simply biding one’s time in anticipation of finding a property
that is below market value.
Regardless of an affluent buyer’s financial profile, there is still significant confidence in the luxury
real estate market and a belief in the stability of owning property. Even if some buyers previously
dropped out of the real estate game due to fatigue, frustration, or even hesitation during 2023, in
2024 they may be primed to return as inventory levels improve.
We highly recommend working with a luxury property specialist during this unconventional market
to ascertain what is truly happening in your local marketplace. The art of selling and buying in this
market needs a critical and analytical approach; understanding the realities and setting expectations
accordingly will ensure that goals are achieved.
Institute of Luxury Home Marketing_Sept 2023.pdf
the Luxury Market Report, your guide to luxury real estate market data and trends
for North America. Produced monthly by The Institute for Luxury Home Marketing, this report
provides an in-depth look at the top residential markets across the United States and Canada. Within the
individual markets, you will find established luxury benchmark prices and detailed survey of luxury active and
sold properties designed to showcase current market status and recent trends. The national report illustrates
a compilation of the top North American markets to review overall standards and trends.
Luxury Market Report- North America Aug 2023
guide to luxury real estate market data and trends
for North America. Produced monthly by The Institute for Luxury Home Marketing, this report
provides an in-depth look at the top residential markets across the United States and Canada. Within the
individual markets, you will find established luxury benchmark prices and detailed survey of luxury active and
sold properties designed to showcase current market status and recent trends. The national report illustrates
a compilation of the top North American markets to review overall standards and trends.
Understanding the New Reality of 2023
In this month’s report, we take a step back in time to understand why the luxury real market has
truly changed, how this new reality for buyers and sellers was created, and why it needs to be
appreciated.
Using 2019 as our benchmark year, a year that saw a steady and more typical sales cycle but one
that also showed a growing confidence in the purchase of luxury homes as the year progressed.
Growth was driven by demand as buyers saw financial potential due to strong stability within the
luxury real estate market.
Inventory availability in 2019 was not considered to be a factor in preventing sales, as most markets
typically saw a significantly greater number of homes for sale than potential buyers. It’s interesting
to note that prior to the pandemic it was rare for the luxury real estate market not to be more
favorable to buyers, and equally, expectations were that homes would take much longer to sell than
those in the traditional market.
As we all know, and it has been well documented, this all changed with the onset of the Covid-19
pandemic and the surge in demand for luxury properties. Demand outstripped supply at a dramatic
and voracious level so that even the rapid change of the market in April 2022, which saw an influx
of new listings, proved to be too little, given the uptake in sales during May and June of the same
year.
Like 2019, in 2023 there has been a return of confidence in the purchase of homes, month over
month sales volumes have increased, after the market faltered in the last four months of 2022.
However, this is where the similarities end, as while demand is still important, the new reality is the
status of the luxury real estate market is now clearly correlated to the level of available inventory.
Comparing inventory data in 2023 shows the average level of total listings per month is still
approximately 40% below levels in 2019.
NORTH AMERICAN LUXURY REVIEW
The data also clearly shows that it is not just the depleted level of inventory that is holding back
sales, but as we can see from the charts below, it is the actual number of new listings entering
the market each month that must also be directly correlated to sales activity – if the level of new
inventory increases, so does the number of sold properties for the month, and vice versa.
Real Estate Business Magazine - July_August 2023.pdf
This document is the July/August 2023 issue of the Real Estate Business Institute's publication "For Real Estate Professionals". It includes the following:
- Details on the publication such as executives, publisher, and contact information.
- A message from the CEO discussing developing good habits and overcoming bad habits.
- A list of individuals who have earned all four of REBI's real estate credentials.
- An article about properly pricing "oddball" properties that have unique features or uses atypical of standard residential homes. It provides tips for agents on analyzing these types of properties.
Institute of Luxury Home Marketing - June 2023
Luxury Trends for the Summer
As we head into summer, what trends are set to define this season’s must-haves, and are there
any surprises?
Smart technology and wellness amenities are certainly top favorites of the affluent homeowner,
but today’s buyer is also looking for the home that will fulfil their lifestyle decisions – this more
than just the style of the home and/or its location, it is the experience offered by the property that
will likely set it apart.
This experience tends to encompass not only unique and spectacular features within the home
and its grounds but also the property’s location and surrounding amenities. Affluent buyers’
expectations have shifted, becoming honed by the need to find a sense of purpose for their chosen
property and its location as well the opportunity to still add their personal identity and style.
Despite lingering uncertainty outside the luxury real estate market, the steadiness of prices, sales,
and inventory levels have resulted in a consistent increase in the demand for luxury properties
during the first five months of 2023.
The number of luxury properties sold has risen month over month since the start of 2023, aside
from January, which did see a downturn in sales. Despite the slight plateau in April, May’s figures
saw a 33% increase in sales for single-family homes compared to April and attached properties
sales were 26% higher.
This has been assisted by the increased level of new inventory entering the market, up 22%
compared to April 2022 for single-family homes and 14% for attached homes – putting inventory
levels back on par with levels seen in May 2022.
While an increase in new inventory has resulted in a greater number of sales, the significant
difference in percentage increase of sales versus new inventory proves that the demand for luxury
properties continues, enabling the market to remain strong.
- Strength and Comfort -
There is a focus on permanence in all aspects of the luxury real estate market with quick fads a
trend of the past; expect to see quality, endurability, and sustainability as the key determinants in
the building, design, and refurbishment of homes for the remainder of the year.
Nature is being embraced, creating a more natural feel through layering, texturing, sustainability processes. Color neutrality with warmer palettes, and Artisan and artistic features are being blended into old and new designs to create soothing, comfortable, yet unique environments.
These elements will be at the forefront of this season’s design palette, and technology will be implemented to provide efficiency but, more specifically, to create spaces and features that offer a sense of ambient wellness.
Color and Texture Return
The cool greys, sharp blacks, and clean or pure whites are taking a back seat as earthy greens, soft
yellows, deep reds, and gentle pinks, used for accents and contrast, are blended with more warm
neutral palettes creating richer dimensions to rooms. Warm greys, creams, and browns
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May 2023 Santa Clara County - Real Estate Market
The document contains summaries of real estate data for Santa Clara County from Aculist for single family residences and common interest developments between April 2022/2023 and May 2023. It includes statistics on median home prices, new property listings, and sale to list price ratios that have increased, decreased, or remained stable for the different property types over the past year. All data is current as of May 8, 2023.
San Benito County Market Report - April 2023 Aculist
This document contains multiple sections of real estate data from Aculist for San Benito County, California in 2023. It includes the median home price for March 2022 and 2023, the month-over-month change in median price from February to March 2023, new property listings for March 2022 and 2023, the month-over-month change in new listings from February to March 2023, and the sale to list price ratio for homes sold in March 2022 and 2023. All data is current as of April 5, 2023 and focuses on single family residences as well as common interest developments like condominiums.
Santa Cruz County Market Minute Update - Aculist April 2023
The document contains multiple sections of real estate data and statistics for Santa Cruz County from Aculist dated April 2023, including median home prices for single family residences and common interest developments from 2020-2023, new property listings from March 2022-2023, new listings for the week ending April 1st 2023, and sale to list price ratios for single family homes and common interest developments from March 2022-2023. Each section notes that the data is current as of various dates in early April 2023 and is copyrighted by Aculist.
San Mateo County Market Report April 2023 - Aculist
The document contains real estate data from Aculist for San Mateo County in April 2023. It includes statistics on median home prices, new property listings, and sale to list price ratios for both single family residences and common interest developments in March 2022 and 2023. The data provides comparisons of real estate market trends in San Mateo County over the past year.
Monterey County Real Estate Market - April 2023 (Aculist)
The document contains monthly real estate data from Aculist for Monterey County from March 2022 to March 2023. It includes statistics for single family residences and common interest developments, such as median home prices, new property listings, and sale to list price ratios. The data shows some metrics increased and others decreased when comparing the same period year-over-year.
Santa Clara County Real Estate Market - April 2023 Aculist
The document contains real estate data from Aculist for Santa Clara County in April 2023. It includes statistics on median home prices, new listings, and sale to list price ratios for both single family residences and common interest developments in March 2022 and 2023 with data current as of April 5, 2023. New listings decreased year-over-year in March for both single family and common interest properties while sale to list price ratios also decreased.
Luxury Market Report April 2023 - From Institute Luxury Home Marketing
Luxury Markets in Demand
As demand returns, we review several markets in the U.S. and Canada that experienced significant growth in March. Much has been written recently about the popularity of lower priced luxury markets, especially in the Midwest, so we wondered, with the uptick in sales during March, if this trend was still holding true…or if another shift is occurring.
East Bay, California
Taking the number one spot is not a Midwest market, but East Bay in California, where the median luxury sold price averaged close to $1.5 million during the first quarter of 2023. Not only did this market see a huge increase in demand during the pandemic, but once again it is drawing buyers to
its highly diversified communities and seems set for a strong spring market.
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3:国家专业人才认证中心颁发入库证书
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6:个人职称评审加20分
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Intero & Summitry Partnership
- 1. & 1
- 2. 2 Case Study #1 – Inherited Condo • Situation/Problem – client inherited a condo when her mother passed away. She was uncertain if she should keep it and rent it or sell it. • Process – objectively evaluate the property as a real estate investment • Cap Rate Analysis & True cost of ownership guidance • Consider this decision in the context of the entire balance sheet • Outcome – client moved forward with the sale of the condo • Client also became a client of Summitry
- 3. 3 Case Study #2 – Tesla Engineer – first home • Situation/Problem – client is unclear on first home purchase • Process – through financial planning, model various scenarios, with a focus on long-term financial outcome • Allow the client to “test drive” potential decisions before committing to one • Outcome – we’re still in the planning phase, but it’s clear the client is gaining clarity about his options and this will lead to conviction in a decision.
- 4. 4 Case Study #3 – Divorcee home purchase • Situation/Problem – client was in contract to buy a post-separation home, but had not considered tax implications of her all-cash offer. • Process – evaluated her current portfolio holdings to determine how much cash could be raised with minimal tax impact • Worked with Prosperity Home Mortgage – 10 day close • Intero agent negotiated new close date with the listing agent • Outcome – client saved $220K in taxes and is in her new home
- 5. 5