Preview
Completed Projects
Loan Cost (If
NO. # Percentage of Ownership Owner Name Property Address City State Property Type Num Units Purchase Date Purchase Price Sale Price Sale Date Renovation Costs Selling Costs
applicable)
50% LANDMARK 96 MULBERRY-Dave Bragg Develop 96 Mulberry Lane Atherton CA 8/8/2012 $3,400,000.00 $4,400,000.00 10/31/2012 $51,000.00 $50,000.00 $110,000.00
1 Residential- Single Family 1
50% LANDMARK 87 NORA-Dave Bragg Developer an 87 Nora Way Atherton CA 12/27/2012 $1,260,000.00 $4,850,000.00 5/25/2015 $18,900.00 $2,200,000.00 $121,250.00
2 Residential- Single Family 1
30% 70 VALLEY RANCH LLC-Dave Bragg Developer an 70 Valley Court Atherton CA 10/10/2013 $4,000,000.00 $8,000,000.00 12/11/2015 $60,000.00 $480,000.00 $200,000.00
3 Residential- Single Family 1
100% 56 CORONADO LLC-Dave Bragg Developer and o 56 Coronado Ave San Carlos CA 3/19/2013 $305,000.00 $665,000.00 7/30/2014 $4,575.00 $36,600.00 $16,625.00
4 Residential- Single Family 1
50% 655 GLENLOCH LLC-Dave Bragg Developer and o 655 Glenloch way Emerald Lake Hils CA 4/21/2015 $550,000.00 $3,555,000.00 1/15/2016 $8,250.00 $1,500,000.00 $88,875.00
5 Residential- Single Family 1
100% Dave Bragg Rehab Development 3269 Mountain Ridge Road Santa Ynez CA 7/8/2016 $600,000.00 $1,070,000.00 8/15/2017 $9,000.00 $100,000.00 $26,750.00
6 Residential- Single Family 1
50% David Bragg - lease option w/owner Michael Der 102 Fair Oaks Lane Atherton CA 9/15/2015 $2,250,000.00 $2,400,000.00 8/4/2017 $33,750.00 $50,000.00 $60,000.00
7 Residential- Single Family 1
50% 804 WOODLAND LLC-Dave Bragg Developer and 804 Woodland Avenue Menlo Park CA 10/1/2015 $1,850,000.00 $3,300,000.00 3/18/2018 $27,750.00 $1,000,000.00 $82,500.00
8 Residential- Single Family 1
100% SVRV Land LLC-Dave Bragg Developer and owne 2050 Santa Cruz Avenue Menlo Park CA 2/23/2016 $3,150,000.00 $5,200,000.00 4/22/2018 $1,200,000.00 $100,000.00 $130,000.00
9 Residential- Single Family 3
Counted on Track Record: 9 Total 11 $17,365,000 $33,440,000 $1,413,225 $5,516,600 $836,000
Current Projects
Current Loan
Gross Loan Amount Total Estimated Estimated Sales
NO. # Percentage of Ownership Owner Name Property Address City State Property Type Num Units Purchase Date Loan Type Purchase Price Lender (If Applicable) Rehab Costs to Date Percent Complete Anticipated Sale Date Market Price
Commitment (Outstanding Rehab Costs Costs
Balance)
SVRV 631 BEACH LLC 631 Beach Drive Aptos, 95003 CA 8/15/2015 $ 725,000.00 Genesis Capital $ 3,100,000.00 $ 1,000,000.00 $ 2,250,000.00 $ 117,500.00 12/15/2018
1 100% Residential- Single Family 1 Senior-Secured $2,800,000 44% $4,800,000
CENTRAL LAH LLC 27983 Central Drive Los Altos Hills, 94022 CA 1/26/2016 $ 2,150,000.00 Sterling Bank & Trust $ 4,700,000.00 $ 600,000.00 $ 3,200,000.00 $ 205,000.00 4/1/2019
2 50% Residential- Single Family 1 Senior-Secured $3,500,000 19% $8,000,000
SODA ROCK ESTATES LLC 4797 East Soda Rock Healdsburg, 95448 CA 7/1/2016 $ 2,450,000.00 Soda Rock Estates LLC $ 1,000,000.00 $ 300,000.00 $ 300,000.00 $ 300,000.00 2/15/2018
3 50% Residential- Single Family 3 n/a n/a 100% $3,500,000
SVRV 385 MOORE, LLC 385 Moore Road Woodside CA 94062 CA 11/30/2018 $ 2,250,000.00 Genesis Capital $ 1,462,500.00 $ 1,462,500.00 $ 50,000.00 $ 150,000.00 $ 250,000.00 6/15/2019
4 50% Residential- Single Family 1 Senior-Secured 33% $4,000,000
SVRV 387 MOORE, LLC 387 Moore Road Woodside CA 94062 CA 11/30/2018 $ 2,250,000.00 Genesis Capital $ 1,462,500.00 $ 1,462,500.00 $ 50,000.00 $ 150,000.00 $ 250,000.00 6/16/2019
5 50% Residential- Single Family 1 Senior-Secured 33% $4,000,000
*** For Internal use Only ***
Completed Projects as contractor
Date Project Renovation Type of Project/Type of work performed
NO. # Property Address City State
Completed Budget
1 MEADOWBROOK CONDOS FR LARGE CONDO COMPLEX REMODEL
FREMONT CA 6/1/2012 $ 1,200,000.00
2 54 MAGNOLIA DR ENTIRE HOUSE REMODEL
ATHERTON CA 6/1/2010
$ 750,000.00
3 82+88 ATHERTON AVE LARGE REMODEL PROJECT
ATHERTON CA 7/1/2011
$ 500,000.00
4 320 COVINGTON DRIVE LOS ALTOS LARGE REMODEL PROJECT
CA 4/1/2012 $ 1,000,000.00
260 LITTLEFIELD AVE
5 S. SAN FRANCISCO CA 8/1/2011 $ 500,000.00 VIVARIUM AT CATALYST BIO SCIENCES
6 980 LA MESA PORTOLA VALLEY CA 9/1/2013 $ 650,000.00 ADDITION, REMODEL
7 204 LA CUESTA PORTOLA VALLEY CA 6/1/2013 $ 350,000.00 ADDITION, REMODEL
8 70 STONEGATE PORTOLA VALLEY CA 9/1/2013 $ 300 000 00 ADDITION, REMODEL
3005 SPRING STREET
9 REDWOOD CITY CA 10/1/2014 $ 400,000.00 HIGH END CAR STORAGE FACILITY AND OFFICES
10 1263 CALZADA AVE, 1774 COT SANTA YNEZ VALLEY SEVERAL REMODELS VARIOUS LOCATIONS
CA 2010 $ 3,000,000.00
HOMER FIELD AT WILLY MAY
11 ATHERTON CA 2015 $ 1,500,000.00 GROUND UP CONSTRUCTION AND DEVELOPMENT FOR LITTLE LEAGUE
Preview
Completed Projects Loan Cost (If NO. # Percentage of Ownership Owner Name Property Address City State Property Type Num Units Purchase Date Purchase Price Sale Price Sale Date Renovation Costs Selling Costs applicable) 50% LANDMARK 96 MULBERRY-Dave Bragg Develop 96 Mulberry Lane Atherton CA 8/8/2012 $3,400,000.00 $4,400,000.00 10/31/2012 $51,000.00 $50,000.00 $110,000.00 1 Residential- Single Family 1 50% LANDMARK 87 NORA-Dave Bragg Developer an 87 Nora Way Atherton CA 12/27/2012 $1,260,000.00 $4,850,000.00 5/25/2015 $18,900.00 $2,200,000.00 $121,250.00 2 Residential- Single Family 1 30% 70 VALLEY RANCH LLC-Dave Bragg Developer an 70 Valley Court Atherton CA 10/10/2013 $4,000,000.00 $8,000,000.00 12/11/2015 $60,000.00 $480,000.00 $200,000.00 3 Residential- Single Family 1 100% 56 CORONADO LLC-Dave Bragg Developer and o 56 Coronado Ave San Carlos CA 3/19/2013 $305,000.00 $665,000.00 7/30/2014 $4,575.00 $36,600.00 $16,625.00 4 Residential- Single Family 1 50% 655 GLENLOCH LLC-Dave Bragg Developer and o 655 Glenloch way Emerald Lake Hils CA 4/21/2015 $550,000.00 $3,555,000.00 1/15/2016 $8,250.00 $1,500,000.00 $88,875.00 5 Residential- Single Family 1 100% Dave Bragg Rehab Development 3269 Mountain Ridge Road Santa Ynez CA 7/8/2016 $600,000.00 $1,070,000.00 8/15/2017 $9,000.00 $100,000.00 $26,750.00 6 Residential- Single Family 1 50% David Bragg - lease option w/owner Michael Der 102 Fair Oaks Lane Atherton CA 9/15/2015 $2,250,000.00 $2,400,000.00 8/4/2017 $33,750.00 $50,000.00 $60,000.00 7 Residential- Single Family 1 50% 804 WOODLAND LLC-Dave Bragg Developer and 804 Woodland Avenue Menlo Park CA 10/1/2015 $1,850,000.00 $3,300,000.00 3/18/2018 $27,750.00 $1,000,000.00 $82,500.00 8 Residential- Single Family 1 100% SVRV Land LLC-Dave Bragg Developer and owne 2050 Santa Cruz Avenue Menlo Park CA 2/23/2016 $3,150,000.00 $5,200,000.00 4/22/2018 $1,200,000.00 $100,000.00 $130,000.00 9 Residential- Single Family 3 Counted on Track Record: 9 Total 11 $17,365,000 $33,440,000 $1,413,225 $5,516,600 $836,000 Current Projects Current Loan Gross Loan Amount Total Estimated Estimated Sales NO. # Percentage of Ownership Owner Name Property Address City State Property Type Num Units Purchase Date Loan Type Purchase Price Lender (If Applicable) Rehab Costs to Date Percent Complete Anticipated Sale Date Market Price Commitment (Outstanding Rehab Costs Costs Balance) SVRV 631 BEACH LLC 631 Beach Drive Aptos, 95003 CA 8/15/2015 $ 725,000.00 Genesis Capital $ 3,100,000.00 $ 1,000,000.00 $ 2,250,000.00 $ 117,500.00 12/15/2018 1 100% Residential- Single Family 1 Senior-Secured $2,800,000 44% $4,800,000 CENTRAL LAH LLC 27983 Central Drive Los Altos Hills, 94022 CA 1/26/2016 $ 2,150,000.00 Sterling Bank & Trust $ 4,700,000.00 $ 600,000.00 $ 3,200,000.00 $ 205,000.00 4/1/2019 2 50% Residential- Single Family 1 Senior-Secured $3,500,000 19% $8,000,000 SODA ROCK ESTATES LLC 4797 East Soda Rock Healdsburg, 95448 CA 7/1/2016 $ 2,450,000.00 Soda Rock Estates LLC $ 1,000,000.00 $ 300,000.00 $ 300,000.00 $ 300,000.00 2/15/2018 3 50% Residential- Single Family 3 n/a n/a 100% $3,500,000 SVRV 385 MOORE, LLC 385 Moore Road Woodside CA 94062 CA 11/30/2018 $ 2,250,000.00 Genesis Capital $ 1,462,500.00 $ 1,462,500.00 $ 50,000.00 $ 150,000.00 $ 250,000.00 6/15/2019 4 50% Residential- Single Family 1 Senior-Secured 33% $4,000,000 SVRV 387 MOORE, LLC 387 Moore Road Woodside CA 94062 CA 11/30/2018 $ 2,250,000.00 Genesis Capital $ 1,462,500.00 $ 1,462,500.00 $ 50,000.00 $ 150,000.00 $ 250,000.00 6/16/2019 5 50% Residential- Single Family 1 Senior-Secured 33% $4,000,000 *** For Internal use Only *** Completed Projects as contractor Date Project Renovation Type of Project/Type of work performed NO. # Property Address City State Completed Budget 1 MEADOWBROOK CONDOS FR LARGE CONDO COMPLEX REMODEL FREMONT CA 6/1/2012 $ 1,200,000.00 2 54 MAGNOLIA DR ENTIRE HOUSE REMODEL ATHERTON CA 6/1/2010 $ 750,000.00 3 82+88 ATHERTON AVE LARGE REMODEL PROJECT ATHERTON CA 7/1/2011 $ 500,000.00 4 320 COVINGTON DRIVE LOS ALTOS LARGE REMODEL PROJECT CA 4/1/2012 $ 1,000,000.00 260 LITTLEFIELD AVE 5 S. SAN FRANCISCO CA 8/1/2011 $ 500,000.00 VIVARIUM AT CATALYST BIO SCIENCES 6 980 LA MESA PORTOLA VALLEY CA 9/1/2013 $ 650,000.00 ADDITION, REMODEL 7 204 LA CUESTA PORTOLA VALLEY CA 6/1/2013 $ 350,000.00 ADDITION, REMODEL 8 70 STONEGATE PORTOLA VALLEY CA 9/1/2013 $ 300 000 00 ADDITION, REMODEL 3005 SPRING STREET 9 REDWOOD CITY CA 10/1/2014 $ 400,000.00 HIGH END CAR STORAGE FACILITY AND OFFICES 10 1263 CALZADA AVE, 1774 COT SANTA YNEZ VALLEY SEVERAL REMODELS VARIOUS LOCATIONS CA 2010 $ 3,000,000.00 HOMER FIELD AT WILLY MAY 11 ATHERTON CA 2015 $ 1,500,000.00 GROUND UP CONSTRUCTION AND DEVELOPMENT FOR LITTLE LEAGUE