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Danville

Venture
Research

1782 Whitecliff Way
Walnut Creek, CA 94596
925.935.4294
HSReese@att.net

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Helen Reese's Qualifications

 

APPRAISAL & CONSULTING EXPERIENCE

Venture Research (Principal)
Walnut Creek, California
September 1997 to date

Garfield & Associates (Principal)
Walnut Creek, California
August 1990 to September 1997

Laventhol & Horwath - CPA & Real Estate Consulting Firm
(Manager - Appraisal Department)
San Francisco, California
1987 to August 1990

Benchmark Appraisals, Inc.
(Appraiser Training Supervisor & Senior Staff Appraiser)
Santa Ana, California
1986 to 1987

Coastline Group, Inc. (Associated Fee Appraiser)
Santa Ana, California
1985 to 1986

Venture Research & Adobe Saving & Loan Association (Senior Appraiser/ Commercial Loan Appraisal Reviewer)
Concord, California
1980 to 1985

 

PROFESSIONAL EDUCATION

The Appraisal Institute & other Continuing Education
Courses & Seminars (not all inclusive):

Capitalization Theory & Techniques-Parts I - II - III
Uniform Standards of Professional Appraisal Practice (USPAP)
Case Studies in Real Estate Valuation
Valuation Analysis & Report Writing
Residential Subdivision Analysis - Seminar
Right of Way Acquisitions: Case Studies - Partial Interests Seminar
Appraising Depressed Properties Seminar
The Basics of Expert Witness for Commercial Appraisers
Laws and Regulations for California Appraisers
Appraisal of Assisted Living Facilities
Basic Hotel Appraising - Limited Service Hotels
Estate, Trust & Tax Planning: Life Decisions & Business Opportunities
Appraisal of Single Tenant Distribution Centers
Divorce & Estate Appraisals: Elements on Non-lender Work
Appraisal of Land Subject to Ground Leases

 

GENERAL EDUCATION

B.S. - State University of New York at Plattsburgh
M.S. - State University of New York at Plattsburgh

 

APPRAISAL ACTIVITIES & LITIGATION SUPPORT

Types of Appraisals/Studies:
Market Value, Eminent Domain, Partial Takings and
Easements, Leasehold, Financing and Mortgage
Considerations, Litigation Support Valuations, Estate
Valuations, and Partial Interest Valuations.
Types of Properties Appraised:
Unimproved and Improved Land, Industrial Properties, Apartment Buildings, Office Buildings, Mixed Use Facilities, Retail Centers, Residential Subdivisions, Athletic Club Facilities, Hotels, Restaurants, Gas Stations and Mini-Marts, Marinas, Mini-Storage Facilities, Churches and Other Special-purpose Income Producing Properties.
Partial Client List:
Individuals, Corporations, Businesses, Developers,
Partnerships, Attorneys, Insurance Companies, Public Agencies, Banks and other lenders, and CPAs. Projects involving government agencies include appraisals for condemner and/or property owners for acquisitions by California Department of Transportation, City and County Governments, and Airports.

 

REVIEW APPRAISER

Compliance and Quality Review of all types of appraisals for Banks and other Financial Institutions relative to requirements of FIRREA and OREA.



EXPERT WITNESS

Real Estate, Qualified - Expert Witness by Federal Court and/or Superior Court of California - Contra Costa County, Marin County and Alameda County.



PROFESSIONAL AFFILIATIONS

State Certified General Appraiser - State of California (Office of Real Estate Appraisers License No. AG009769)
Practicing Affliate Appraisal Institute
680 CIX Commercial Idea Exchange commercial real estate networking group



OTHER AFFILIATIONS

Danville/Sycamore Valley Rotary Club (on medical leave of absence) – former Secretary & Interact Advisor, Dougherty Valley High School
  Voted Rotarian of the Year 2011
Blackhawk Chorus

 

Venture Research is a Woman-Owned Business, originating in 1990, then under the name Garfield & Associates, which was changed to Venture Research in September 1997 with the purchase of the same at that time (formerly established in 1965).

Address correspondence to:
1782 Whitecliff Way,
Walnut Creek, CA 94596
Telephone: 925.935.4294

HSReese@att.net
http://www.linkedin.com/in/helenreese
Blog: http://ventureresearch.wordpress.com