Intero & Summitry Partnership
•
0 likes•47 views
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
Report
Share
Report
Share
Download to read offline
Recommended
5 Reason why you should talk to Sirius Finance
We are experts in Commercial Property and we find unique wats to get businesses the funds they need to grow.
Purchasing Your New Home
Brian Moran outlines the 5 key steps to home ownership: 1) Get pre-approved for a mortgage, 2) Hire a REALTOR® like himself to assist with the process, 3) Hire a home inspector to inspect the prospective home, 4) Make a formal mortgage application, and 5) Get ready for the closing. He provides details on each step, emphasizing the importance of getting pre-approved, hiring a knowledgeable REALTOR®, and being prepared for the closing.
Chapter 7
The document discusses the process of selecting and financing housing, including evaluating the costs and benefits of renting versus buying. It provides guidelines for determining housing costs, such as spending no more than 25-30% of take-home pay on housing. The document outlines the steps involved in the home buying process, including determining affordability, finding a home, pricing the property, obtaining financing through a mortgage, and closing the purchase transaction. It also describes different housing and financing options.
Platinum approved homebuyer
This document describes a "Platinum Approved Homebuyer" program which provides fully approved home loans for customers before they find a home. It allows customers with an advantage in the home buying process. The program also benefits short sales and new construction loans that require pre-approval. The document outlines the submission process through Encompass and expected turn times of 24 to 96 hours for a underwriting decision. It notes the loan can be resubmitted to the original underwriter once a property is selected.
Home Loan Financing Ideas | Gabrielle Rusignuolo
Selecting and Financing Housing Tips as per Gabrielle Rusignuolo are Assess costs and benefits of renting; Implement the home-buying process.
Buyerspresentation
This document provides an overview of the home buying process. It discusses determining your goals and timeline, working with a lender to get pre-approved, finding the right home by searching listings, making an offer and negotiating, getting inspections done and attorney review, and going through the closing process. Key steps include speaking to lenders, getting pre-approved, searching for homes that meet your criteria, making an offer, negotiating, conducting inspections, resolving any issues found, getting final mortgage approval, doing a final walkthrough, signing paperwork at closing, and receiving the keys to your new home.
Coastal Seminar; 2+ Years After Superstorm Sandy...Now What?
2+ years after Superstorm Sandy changed everything in Toms River, NJ, homeowners still have more questions than answers. This presentation, and the Coastal Team that presented it, may have some answers to those questions.
Buying Your Home
This document outlines the steps for buying a new home. It discusses:
1) Getting pre-approved for a mortgage to understand how much you can borrow. This involves pulling your credit report and documenting your income, debts, and assets.
2) Hiring a real estate agent who can help you find properties, make offers, negotiate contracts, and guide you through the entire home buying process.
3) Hiring an inspector to thoroughly inspect the home and provide a report on its condition before closing.
The document provides details on each of these steps and concludes by discussing getting final loan and insurance approvals, preparing for closing, and completing the closing process to become a homeowner.
Recommended
5 Reason why you should talk to Sirius Finance
We are experts in Commercial Property and we find unique wats to get businesses the funds they need to grow.
Purchasing Your New Home
Brian Moran outlines the 5 key steps to home ownership: 1) Get pre-approved for a mortgage, 2) Hire a REALTOR® like himself to assist with the process, 3) Hire a home inspector to inspect the prospective home, 4) Make a formal mortgage application, and 5) Get ready for the closing. He provides details on each step, emphasizing the importance of getting pre-approved, hiring a knowledgeable REALTOR®, and being prepared for the closing.
Chapter 7
The document discusses the process of selecting and financing housing, including evaluating the costs and benefits of renting versus buying. It provides guidelines for determining housing costs, such as spending no more than 25-30% of take-home pay on housing. The document outlines the steps involved in the home buying process, including determining affordability, finding a home, pricing the property, obtaining financing through a mortgage, and closing the purchase transaction. It also describes different housing and financing options.
Platinum approved homebuyer
This document describes a "Platinum Approved Homebuyer" program which provides fully approved home loans for customers before they find a home. It allows customers with an advantage in the home buying process. The program also benefits short sales and new construction loans that require pre-approval. The document outlines the submission process through Encompass and expected turn times of 24 to 96 hours for a underwriting decision. It notes the loan can be resubmitted to the original underwriter once a property is selected.
Home Loan Financing Ideas | Gabrielle Rusignuolo
Selecting and Financing Housing Tips as per Gabrielle Rusignuolo are Assess costs and benefits of renting; Implement the home-buying process.
Buyerspresentation
This document provides an overview of the home buying process. It discusses determining your goals and timeline, working with a lender to get pre-approved, finding the right home by searching listings, making an offer and negotiating, getting inspections done and attorney review, and going through the closing process. Key steps include speaking to lenders, getting pre-approved, searching for homes that meet your criteria, making an offer, negotiating, conducting inspections, resolving any issues found, getting final mortgage approval, doing a final walkthrough, signing paperwork at closing, and receiving the keys to your new home.
Coastal Seminar; 2+ Years After Superstorm Sandy...Now What?
2+ years after Superstorm Sandy changed everything in Toms River, NJ, homeowners still have more questions than answers. This presentation, and the Coastal Team that presented it, may have some answers to those questions.
Buying Your Home
This document outlines the steps for buying a new home. It discusses:
1) Getting pre-approved for a mortgage to understand how much you can borrow. This involves pulling your credit report and documenting your income, debts, and assets.
2) Hiring a real estate agent who can help you find properties, make offers, negotiate contracts, and guide you through the entire home buying process.
3) Hiring an inspector to thoroughly inspect the home and provide a report on its condition before closing.
The document provides details on each of these steps and concludes by discussing getting final loan and insurance approvals, preparing for closing, and completing the closing process to become a homeowner.
Webinar: How to pick house & land projects that deliver equity, growth and ca...
Webinar: How to pick house & land projects that deliver equity, growth and ca...Real Estate Investar
The webinar covered:
> How to select the right piece of land and avoid common traps.
> 7 real case studies that illustrate exactly what to look for.
> How to create immediate equity through a smart construction process.
> How to get 5% to 7.5% yields on new house and land developments in everyday suburbs.
> The pros, cons and rules for selecting;
- House and land
- Dual living
- Duplex or dual occupancy
- Multi-unit
- The critical ingredient – finding the right builder.
- How to avoid oversupply locations that will flat-line capital growth for years to come.
- What to check, when doing due diligence on the developer and the development.
- How to get guaranteed construction timeframes and real fixed price contracts.
- The add-ons that drive up rental income by $20-$100 per week.
- Avoid the common pitfall: new property prices that are inflated 5-10% to cover marketer’s costs and commissions.
- Rules for picking todays VIC, QLD and NSW investment hotspots.First Time Home Buyer Class Sacramento California
Learn about first time home buyer programs to purchase real estate. First time home buyer loan programs are our there to help you buy your first home. Down payment assistance and special government programs can help with closing costs. HomeBoom.com is a great place to search for the perfect house.
Sellable Company Presentation
More information at: www.sellable.com.au
Sellable is the new way to sell your home.
We’ll pay you a guaranteed price upfront, with the potential for more once we sell your home.
Pathway to Home Ownership
Citywide Mortgage, an Oklahoma-based mortgage lender, provides an easy-to-follow guide on obtaining a mortgage. Learn about various loan programs and helpful tips for home buyers.
Dan Keller Professional Home Buyer Mortgage Planning Meeting
http://www.mymortgageguydan.com/apply . This is the professional mortgage planning presentation that every single one of my clients receive, whether they are purchasing a $1.5mm home or $250,000 home.
Pathway to Home Ownership
Here's an easy-to-follow, step-by-step guide on getting a mortgage. Learn about different mortgage programs and down payment requirements.
Pathway to Home Ownership
An easy-to-follow guide published by Citywide Mortgage that walks you through the steps of getting a mortgage.
Citywide booklet2019 final
"Pathway to Home Ownership" is a step-by-step guide to the home-buying and mortgage process. Published by Citywide Mortgage, Oklahoma City, OK. NMLS #120886 / Equal Housing Lender
Citywide booklet2019 final
"Pathway to Home Ownership" is an easy-to-follow guide on obtaining a mortgage. Published by Citywide Mortgage, Oklahoma City, OK - Equal Housing Lender / NMLS #120886
Short Sale Operations Llc Homeowner Presentation First Service Realty
Presentation about the pros, cons, procedure, required paperwork and expectations for a real estate short sale.
Understanding the home buying process
If you are considering building a new home, you probably have a myriad of questions you might be asking yourself regarding what goes into the actual home-buying process. It is, here, where we hope to demystify some possible pre-conceived notions and provide clarity for any potential new-home buyer who is considering the rousing prospect of building a new-home. There are crucial factors that serve as the foundation of the home-buying process–particularly as they pertain to new-home construction–and they include the following.
Dan Keller Professional Home Buyer Mortgage Planning Meeting
http://www.mymortgageguydan.com/apply . This is the professional mortgage planning presentation that every single one of my clients receive, whether they are purchasing a $1.5mm home or $250,000 home.
November 2010 Newsletter
The document provides advice on whether homeowners should buy a new home before selling their current home or vice versa. It outlines three situations to consider: 1) If you have enough income and cash, buying first may be best. 2) If you have income but not enough cash, you may need to tap equity to buy first. 3) If you lack income or cash, selling first is preferable to avoid paying two mortgages. The key is understanding your unique financial situation and working with a real estate agent familiar with the local housing market.
Passing Down the Family Cottage
Cottage planning has become an important topic in part because of recent changes in the law concerning property tax uncapping, but more importantly because of the financial and emotional havoc that failure to plan can wreak on families. Often, failure to properly plan for passing down the family cottage results in lawsuits among future generations, sale of the cottage to a third party, and/or strained family relationships, to say the least.
Underwriting in home loan
Underwriting is the process by which lenders assess risk and set appropriate borrowing rates. It involves checking an applicant's credit history, income verification, property appraisal, and title search. The underwriter evaluates the applicant's credit score, credit report, and intended property. Underwriting ensures fair pricing of risk and helps determine if a loan is approved, rejected, or conditionally approved. The full process from application to funding typically takes 40-50 days.
Mi Propia Casa, Home of My Own
This document describes the "Mi Propia Casa" or "Home of My Own" program. It is sponsored by New Mexico State University and the City of Las Cruces, and supported by the U.S. Department of Housing and Urban Development. The program provides information and resources to help people understand the home buying process, costs involved, and responsibilities of homeownership. It includes sections on managing finances, renting, deciding to buy, the buying process, home maintenance, and being a responsible homeowner. Materials are available on the program's website and include guides, worksheets, checklists, and a Spanish translation.
cp citizens one brochure
The document provides an overview of the construction-to-permanent financing process offered by Citizens Bank, including applying for the loan, the construction phase, transitioning to the permanent phase, and making payments. It allows borrowers to combine construction financing and a permanent mortgage into one loan. Key steps include locking in an interest rate upfront, periodic disbursements during construction as work is verified, and beginning principal and interest payments after construction is complete and the loan transitions to the permanent phase.
cp citizens one brochure
This document provides information about Citizens construction-to-permanent financing which allows combining construction financing and a permanent mortgage into one loan. The process involves a construction phase where funds are disbursed periodically during building. Once construction is complete, documents are required to transition the loan to the permanent phase with principal and interest payments. Benefits include locking in an interest rate upfront, saving on closing costs, and making interest-only payments during construction.
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...Credit Management Association
Collections Best Practices seminar. 2014 CreditScape, Western Region Credit Conference Seminar Slide Deck, sponsored by Credit Management Association. More information: www.creditmanagementassociation.orgTitle Essentials You Need to Have for Construction Loans
Clay Mills, Attorney and Senior Escrow Officer, from BNT of Texas provides the Title requirements you need when helping your clients build their dream house.
Luxury Home Marketing | North America FEB 2024
Expectations and Considerations for 2024
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.
As we step into 2024, the luxury market now stands at another fascinating juncture.
This sector, known for its resilience and capacity to set trends, experienced a notable positive shift
towards the end of 2023. After a period of stagnation driven by economic uncertainties, the market
saw a resurgence in activity, marking a pivotal moment for affluent investors and luxury property
enthusiasts.
The initial three quarters of 2023 were characterized by a cautious approach from both buyers and
sellers, largely attributed to the unpredictable economic climate. Concerns over inflation, fluctuating
interest rates, and the overall economic outlook led to a slowdown in transactions.
However, the landscape began to shift in the last quarter of the year. As indicators of economic
stabilization became more apparent, confidence returned to the luxury real estate market. This
confidence was mirrored in increased inventory levels and a subsequent rise in sales, surpassing
figures from the same period in 2022.
A Market Still Evolving
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
the single-family luxury market. Indicators point to a robust spring market that could potentially
outperform the previous year.
In the luxury single-family market not only are all the data parameters stronger compared to
January 2022, but there is also a trending upwards compared to December 2023. Both the overall
inventory level and new listings entering the market grew 15.9% and 25.4% respectively compared to
NORTH AMERICAN LUXURY REVIEW
January 2023. Compared to December 2023, inventory grew 2% but more importantly, new listings
by a staggering 88.9%. As a result, the single-family market saw an 18.4% increase in sales during
January 2024 compared to January 2023, and the median sold price increased by 1.6%.
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...Lynne Watanabe-MacFarlane
Here's the Feb 2024 Institute of Luxury Home Marketing report for Silicon Valley (Peninsula and South Bay Area).
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/More Related Content
Similar to Intero & Summitry Partnership
Webinar: How to pick house & land projects that deliver equity, growth and ca...
Webinar: How to pick house & land projects that deliver equity, growth and ca...Real Estate Investar
The webinar covered:
> How to select the right piece of land and avoid common traps.
> 7 real case studies that illustrate exactly what to look for.
> How to create immediate equity through a smart construction process.
> How to get 5% to 7.5% yields on new house and land developments in everyday suburbs.
> The pros, cons and rules for selecting;
- House and land
- Dual living
- Duplex or dual occupancy
- Multi-unit
- The critical ingredient – finding the right builder.
- How to avoid oversupply locations that will flat-line capital growth for years to come.
- What to check, when doing due diligence on the developer and the development.
- How to get guaranteed construction timeframes and real fixed price contracts.
- The add-ons that drive up rental income by $20-$100 per week.
- Avoid the common pitfall: new property prices that are inflated 5-10% to cover marketer’s costs and commissions.
- Rules for picking todays VIC, QLD and NSW investment hotspots.First Time Home Buyer Class Sacramento California
Learn about first time home buyer programs to purchase real estate. First time home buyer loan programs are our there to help you buy your first home. Down payment assistance and special government programs can help with closing costs. HomeBoom.com is a great place to search for the perfect house.
Sellable Company Presentation
More information at: www.sellable.com.au
Sellable is the new way to sell your home.
We’ll pay you a guaranteed price upfront, with the potential for more once we sell your home.
Pathway to Home Ownership
Citywide Mortgage, an Oklahoma-based mortgage lender, provides an easy-to-follow guide on obtaining a mortgage. Learn about various loan programs and helpful tips for home buyers.
Dan Keller Professional Home Buyer Mortgage Planning Meeting
http://www.mymortgageguydan.com/apply . This is the professional mortgage planning presentation that every single one of my clients receive, whether they are purchasing a $1.5mm home or $250,000 home.
Pathway to Home Ownership
Here's an easy-to-follow, step-by-step guide on getting a mortgage. Learn about different mortgage programs and down payment requirements.
Pathway to Home Ownership
An easy-to-follow guide published by Citywide Mortgage that walks you through the steps of getting a mortgage.
Citywide booklet2019 final
"Pathway to Home Ownership" is a step-by-step guide to the home-buying and mortgage process. Published by Citywide Mortgage, Oklahoma City, OK. NMLS #120886 / Equal Housing Lender
Citywide booklet2019 final
"Pathway to Home Ownership" is an easy-to-follow guide on obtaining a mortgage. Published by Citywide Mortgage, Oklahoma City, OK - Equal Housing Lender / NMLS #120886
Short Sale Operations Llc Homeowner Presentation First Service Realty
Presentation about the pros, cons, procedure, required paperwork and expectations for a real estate short sale.
Understanding the home buying process
If you are considering building a new home, you probably have a myriad of questions you might be asking yourself regarding what goes into the actual home-buying process. It is, here, where we hope to demystify some possible pre-conceived notions and provide clarity for any potential new-home buyer who is considering the rousing prospect of building a new-home. There are crucial factors that serve as the foundation of the home-buying process–particularly as they pertain to new-home construction–and they include the following.
Dan Keller Professional Home Buyer Mortgage Planning Meeting
http://www.mymortgageguydan.com/apply . This is the professional mortgage planning presentation that every single one of my clients receive, whether they are purchasing a $1.5mm home or $250,000 home.
November 2010 Newsletter
The document provides advice on whether homeowners should buy a new home before selling their current home or vice versa. It outlines three situations to consider: 1) If you have enough income and cash, buying first may be best. 2) If you have income but not enough cash, you may need to tap equity to buy first. 3) If you lack income or cash, selling first is preferable to avoid paying two mortgages. The key is understanding your unique financial situation and working with a real estate agent familiar with the local housing market.
Passing Down the Family Cottage
Cottage planning has become an important topic in part because of recent changes in the law concerning property tax uncapping, but more importantly because of the financial and emotional havoc that failure to plan can wreak on families. Often, failure to properly plan for passing down the family cottage results in lawsuits among future generations, sale of the cottage to a third party, and/or strained family relationships, to say the least.
Underwriting in home loan
Underwriting is the process by which lenders assess risk and set appropriate borrowing rates. It involves checking an applicant's credit history, income verification, property appraisal, and title search. The underwriter evaluates the applicant's credit score, credit report, and intended property. Underwriting ensures fair pricing of risk and helps determine if a loan is approved, rejected, or conditionally approved. The full process from application to funding typically takes 40-50 days.
Mi Propia Casa, Home of My Own
This document describes the "Mi Propia Casa" or "Home of My Own" program. It is sponsored by New Mexico State University and the City of Las Cruces, and supported by the U.S. Department of Housing and Urban Development. The program provides information and resources to help people understand the home buying process, costs involved, and responsibilities of homeownership. It includes sections on managing finances, renting, deciding to buy, the buying process, home maintenance, and being a responsible homeowner. Materials are available on the program's website and include guides, worksheets, checklists, and a Spanish translation.
cp citizens one brochure
The document provides an overview of the construction-to-permanent financing process offered by Citizens Bank, including applying for the loan, the construction phase, transitioning to the permanent phase, and making payments. It allows borrowers to combine construction financing and a permanent mortgage into one loan. Key steps include locking in an interest rate upfront, periodic disbursements during construction as work is verified, and beginning principal and interest payments after construction is complete and the loan transitions to the permanent phase.
cp citizens one brochure
This document provides information about Citizens construction-to-permanent financing which allows combining construction financing and a permanent mortgage into one loan. The process involves a construction phase where funds are disbursed periodically during building. Once construction is complete, documents are required to transition the loan to the permanent phase with principal and interest payments. Benefits include locking in an interest rate upfront, saving on closing costs, and making interest-only payments during construction.
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...Credit Management Association
Collections Best Practices seminar. 2014 CreditScape, Western Region Credit Conference Seminar Slide Deck, sponsored by Credit Management Association. More information: www.creditmanagementassociation.orgTitle Essentials You Need to Have for Construction Loans
Clay Mills, Attorney and Senior Escrow Officer, from BNT of Texas provides the Title requirements you need when helping your clients build their dream house.
Similar to Intero & Summitry Partnership (20)
Webinar: How to pick house & land projects that deliver equity, growth and ca...
Webinar: How to pick house & land projects that deliver equity, growth and ca...
Dan Keller Professional Home Buyer Mortgage Planning Meeting
Dan Keller Professional Home Buyer Mortgage Planning Meeting
Short Sale Operations Llc Homeowner Presentation First Service Realty
Short Sale Operations Llc Homeowner Presentation First Service Realty
Dan Keller Professional Home Buyer Mortgage Planning Meeting
Dan Keller Professional Home Buyer Mortgage Planning Meeting
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...
Collections Best Practices seminar, 2014 CreditScape, Western Region Credit C...
Title Essentials You Need to Have for Construction Loans
Title Essentials You Need to Have for Construction Loans
More from Lynne Watanabe-MacFarlane
Luxury Home Marketing | North America FEB 2024
Expectations and Considerations for 2024
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.
As we step into 2024, the luxury market now stands at another fascinating juncture.
This sector, known for its resilience and capacity to set trends, experienced a notable positive shift
towards the end of 2023. After a period of stagnation driven by economic uncertainties, the market
saw a resurgence in activity, marking a pivotal moment for affluent investors and luxury property
enthusiasts.
The initial three quarters of 2023 were characterized by a cautious approach from both buyers and
sellers, largely attributed to the unpredictable economic climate. Concerns over inflation, fluctuating
interest rates, and the overall economic outlook led to a slowdown in transactions.
However, the landscape began to shift in the last quarter of the year. As indicators of economic
stabilization became more apparent, confidence returned to the luxury real estate market. This
confidence was mirrored in increased inventory levels and a subsequent rise in sales, surpassing
figures from the same period in 2022.
A Market Still Evolving
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
the single-family luxury market. Indicators point to a robust spring market that could potentially
outperform the previous year.
In the luxury single-family market not only are all the data parameters stronger compared to
January 2022, but there is also a trending upwards compared to December 2023. Both the overall
inventory level and new listings entering the market grew 15.9% and 25.4% respectively compared to
NORTH AMERICAN LUXURY REVIEW
January 2023. Compared to December 2023, inventory grew 2% but more importantly, new listings
by a staggering 88.9%. As a result, the single-family market saw an 18.4% increase in sales during
January 2024 compared to January 2023, and the median sold price increased by 1.6%.
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...Lynne Watanabe-MacFarlane
Here's the Feb 2024 Institute of Luxury Home Marketing report for Silicon Valley (Peninsula and South Bay Area).
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
Homeowners Checklist: How To Make Your Home Fire Safe
Here's how to make your home fire-resistant inside and out. This is a nice guide to help homeowners become protected against fires in California. Many homeowners have experienced difficulty in securing affordable fire insurance or have faced policy non-renewals, leaving them vulnerable and financially exposed in the face of potential fire disasters.
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.
More from Lynne Watanabe-MacFarlane (20)
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...
Institute of Luxury Home Marketing - Silicon Valley FEB 2024 | Lynne MacFarla...
2024 Jan Luxury Market Report - North America's Premier Destinations
2024 Jan Luxury Market Report - North America's Premier Destinations
2024 Jan North America - Institute of Luxury Home Marketing
2024 Jan North America - Institute of Luxury Home Marketing
Luxury Home Market Report - North America Nov 2023
Luxury Home Market Report - North America Nov 2023
Real Estate Business Magazine - July_August 2023.pdf
Real Estate Business Magazine - July_August 2023.pdf
Homeowners Checklist: How To Make Your Home Fire Safe
Homeowners Checklist: How To Make Your Home Fire Safe
San Benito County Market Report - April 2023 Aculist
San Benito County Market Report - April 2023 Aculist
Santa Cruz County Market Minute Update - Aculist April 2023
Santa Cruz County Market Minute Update - Aculist April 2023
San Mateo County Market Report April 2023 - Aculist
San Mateo County Market Report April 2023 - Aculist
Monterey County Real Estate Market - April 2023 (Aculist)
Monterey County Real Estate Market - April 2023 (Aculist)
Santa Clara County Real Estate Market - April 2023 Aculist
Santa Clara County Real Estate Market - April 2023 Aculist
Luxury Market Report April 2023 - From Institute Luxury Home Marketing
Luxury Market Report April 2023 - From Institute Luxury Home Marketing
Recently uploaded
Deed 3754 S Honeysuckle Mesa AZ 85212 owner Shawn Freeman - Pamela Brown Nota...
Shawn Tyler Freeman Mesa Arizona - Lawsuit Exhibit - 3754 S Honeysuckle Mesa AZ 85212 - Pamela Brown Notary Arizona
Dholera Smart City Latest Development Status 2024.pdf
Explore the latest development status of Dholera Smart City in 2024. Discover the progress, infrastructure, and future plans of India's first greenfield smart city.
BEST FARMLAND FOR SALE | FARM PLOTS NEAR BANGALORE | KANAKAPURA | CHICKKABALP...
BEST FARMLAND FOR SALE | FARM PLOTS NEAR BANGALORE | KANAKAPURA | CHICKKABALP...knox groups real estate
welcome to knox groups real estate company in Bangalore. best farm land for sale near Bangalore and madhugiri . Managed farmland near Kanakapura and Chickkabalapur get know more details about the projects .Knox groups is a leading real estate company dedicated to helping individuals and businesses navigate the dynamic real estate market. With our extensive knowledge, experience, and commitment to excellence, we deliver exceptional results for our clients. Discover the perfect foundation for your agricultural aspirations with KNOX Groups' prime farm lands. These aren't just plots; they're the fertile grounds where vibrant crops flourish, livestock thrives, and unique agricultural ventures come to life. At KNOX, we go beyond selling land we curate sustainable ecosystems, ensuring that your journey toward agricultural success is seamless and prosperous.Serviced Apartment Ho Chi Minh For Rental
GVRenting is the leading rental real estate company in Vietnam. We help you to find a serviced apartment for rent in Ho Chi Minh & Saigon. Discover our broad range of rental properties in Vietnam.
For more details https://gvrenting.com/
Stark Builders: Where Quality Meets Craftsmanship!
At Stark Builders our vision is to redefine the renovation experience by combining both stunning design and high quality construction skills. We believe that by delivering both these key aspects together we are able to achieve incredible results for our clients and ensure every project reflects their vision and enhances their lifestyle.
Although we are not all related by blood we have created a team of highly professional and hardworking individuals who share the common goal of delivering beautiful and functional renovated spaces. Our tight nit team are able to work together in a way where we pour our passion into each and every project as we have a love for what we do. Building is our life.
原版制作(Greenwich毕业证书)格林威治大学毕业证PDF成绩单一模一样
学校原件一模一样【微信：741003700 】《(Greenwich毕业证书)格林威治大学毕业证PDF成绩单》【微信：741003700 】学位证，留信认证（真实可查，永久存档）原件一模一样纸张工艺/offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原。
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
【主营项目】
一.毕业证【q微741003700】成绩单、使馆认证、教育部认证、雅思托福成绩单、学生卡等！
二.真实使馆公证(即留学回国人员证明,不成功不收费)
三.真实教育部学历学位认证（教育部存档！教育部留服网站永久可查）
四.办理各国各大学文凭(一对一专业服务,可全程监控跟踪进度)
如果您处于以下几种情况：
◇在校期间，因各种原因未能顺利毕业……拿不到官方毕业证【q/微741003700】
◇面对父母的压力，希望尽快拿到；
◇不清楚认证流程以及材料该如何准备；
◇回国时间很长，忘记办理；
◇回国马上就要找工作，办给用人单位看；
◇企事业单位必须要求办理的
◇需要报考公务员、购买免税车、落转户口
◇申请留学生创业基金
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
AVRUPA KONUTLARI ESENTEPE - ENGLISH - Listing Turkey
Looking for a new home in Istanbul? Look no further than Avrupa Konutlari Esentepe! Our beautifully designed homes provide the perfect blend of luxury and comfort, making them the perfect choice for anyone looking for a high-quality home in the city.
With a wide range of apartment types available, from 1+1 to 4+1, we have something to suit every need and budget. Each apartment is designed with attention to detail and features spacious and bright living areas, making them the perfect place to relax and unwind after a long day.
One of the things that sets Avrupa Konutlari Esentepe apart from other developments is our focus on creating a community that is both comfortable and convenient. Our homes are surrounded by lush green spaces, perfect for enjoying a peaceful stroll or having a picnic with friends and family. Additionally, our complex includes a variety of social and recreational amenities, such as swimming pools, sports fields, and playgrounds, making it easy for residents to stay active and socialize with their neighbors.
https://listingturkey.com/property/avrupa-konutlari-esentepe/
Things to Consider When Selling Your House - Summer 2024 Edition
If you're thinking about selling your home this summer, make sure you take some time to read this guide so that you understand the market.
制作(ucr毕业证书)加州大学河滨分校毕业证学历学位证书原版一模一样
原版一模一样【微信：741003700 】【(ucr毕业证书)加州大学河滨分校毕业证学历学位证书】【微信：741003700 】学位证，留信认证（真实可查，永久存档）offer、雅思、外壳等材料/诚信可靠,可直接看成品样本，帮您解决无法毕业带来的各种难题！外壳，原版制作，诚信可靠，可直接看成品样本。行业标杆！精益求精，诚心合作，真诚制作！多年品质 ,按需精细制作，24小时接单,全套进口原装设备。十五年致力于帮助留学生解决难题，包您满意。
本公司拥有海外各大学样板无数，能完美还原海外各大学 Bachelor Diploma degree, Master Degree Diploma
1:1完美还原海外各大学毕业材料上的工艺：水印，阴影底纹，钢印LOGO烫金烫银，LOGO烫金烫银复合重叠。文字图案浮雕、激光镭射、紫外荧光、温感、复印防伪等防伪工艺。材料咨询办理、认证咨询办理请加学历顾问Q/微741003700
留信网认证的作用:
1:该专业认证可证明留学生真实身份
2:同时对留学生所学专业登记给予评定
3:国家专业人才认证中心颁发入库证书
4:这个认证书并且可以归档倒地方
5:凡事获得留信网入网的信息将会逐步更新到个人身份内，将在公安局网内查询个人身份证信息后，同步读取人才网入库信息
6:个人职称评审加20分
7:个人信誉贷款加10分
8:在国家人才网主办的国家网络招聘大会中纳入资料，供国家高端企业选择人才
Recent Trends Fueling The Surge in Farmhouse Demand in India
Embarking on the journey to acquire a farmhouse for sale is just the beginning; the real investment lies in crafting an environment that contributes to our mental and physical well-being while satisfying the soul. At Farmlandbazaar.com, India’s leading online marketplace dedicated to farm land, farmhouses, and agricultural lands, we understand the importance of transforming a humble farmland into a warm and inviting sanctuary. Let's explore the fundamental aspects that can elevate your farmhouse into a tranquil haven.
SVN Live 6.10.24 Weekly Property Broadcast
The SVN® organization shares a portion of their new weekly listings via their SVN Live® Weekly Property Broadcast. Visit https://svn.com/svn-live/ if you would like to attend our weekly call, which we open up to the brokerage community.
Recently uploaded (14)
Deed 3754 S Honeysuckle Mesa AZ 85212 owner Shawn Freeman - Pamela Brown Nota...
Deed 3754 S Honeysuckle Mesa AZ 85212 owner Shawn Freeman - Pamela Brown Nota...
Dholera Smart City Latest Development Status 2024.pdf
Dholera Smart City Latest Development Status 2024.pdf
BEST FARMLAND FOR SALE | FARM PLOTS NEAR BANGALORE | KANAKAPURA | CHICKKABALP...
BEST FARMLAND FOR SALE | FARM PLOTS NEAR BANGALORE | KANAKAPURA | CHICKKABALP...
G+10 apartment 1- Sustainable apartment building.pdf
G+10 apartment 1- Sustainable apartment building.pdf
Stark Builders: Where Quality Meets Craftsmanship!
Stark Builders: Where Quality Meets Craftsmanship!
AVRUPA KONUTLARI ESENTEPE - ENGLISH - Listing Turkey
AVRUPA KONUTLARI ESENTEPE - ENGLISH - Listing Turkey
Things to Consider When Selling Your House - Summer 2024 Edition
Things to Consider When Selling Your House - Summer 2024 Edition
Addis Bleaching Mixed use Apartment- Documentation 6.pdf
Addis Bleaching Mixed use Apartment- Documentation 6.pdf
HollandRow_17x11_Insert_Floorplan_Feature sheet.pdf
HollandRow_17x11_Insert_Floorplan_Feature sheet.pdf
Recent Trends Fueling The Surge in Farmhouse Demand in India
Recent Trends Fueling The Surge in Farmhouse Demand in India
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