CASA DE MONTGOMERY 4573 DRIVE SANTA CRUZ, 95065

EXISTING PROPOSED

7 BR villa, plus 8000 SF addition with commercial kitchen and dining hall, for total 13,955 SF, 26 BR, 6 full baths, 14 1/2 baths. Multiple Options Available to: A) Renovate the Villa and convert the 8000 SF structure to a 30-car barn; B) Retool the existing facility; or C) Use existing plans to build out a 100 bed senior care facility.

Presented by Main Street Realtors and Sunset Realty BRANCIFORTE DRIVE 4573 SANTA CRUZ

TABLE of CONTENTS LISTED BY

Executive Summary 3 DATTA KHALSA. CABB Broker/Owner | Main Street Realtors Investment Overview 4 Cal DRE# 01161050 Location Overview 5 T 831.818.0181 | F 831.401.2557 E-Mail: [email protected] Aerial Photo 6

Property Photos 7 Co-Listed By Proposed Plans 9 ROSSANA GRAU Broker/Owner | Sunset Realty Plant Plan 10 Cal DRE# 00545739 Maps 11 T 831.901.2282 | F 831.479.8369 E-Mail: [email protected] Parcel Detail Report 12

Satellite Map 14

Brokerage Resume 15

Disclaimer 16 BRANCIFORTE DRIVE INVESTMENT OVERVIEW 4573 SANTA CRUZ

PROPERTY DETAILS

Address: 4573 Branciforte Drive, Santa Cruz, CA

Asking Price: $2,500,000

Price PSF: $391.00

Building SF: 6,391 Sq Ft

Lot Size: 12.68 Acres One-of-a-kind 12.8 acre estate on Branciforte Creek featuring the original 7 BR 6000+SF Mediterranean villa “Casa de Montgomery” Zoning: A built in 1932, with attached guest unit plus an 8000+SF wing built Year Built: 1932 in 1972 that added 17 BR with commercial kitchen, dining hall, high ceilings & ADA hallways, for total 13,955 SF, 26 BR, 6 full baths & 14 APN: 100-161-06-000 half baths. Type: Single Family Homw There are engineering, plans & former application to demo every- thing & rebuild as a 100-bed senior assisted living facility, or simply Lot Desciption: Creek Setting update the villa and re-engineer the 8000+sf wing for giant home MLS: ML81809848 shop, studio or 30+car/toy barn! Property Disclosures: Other Level 5 Use possibilities include renovating in place as a school, http://app.disclosures.io/link/4573-Branciforte-Drive-mw9lipxa religious or retreat center, corporate compound or subsidized hous- ing. Main water source is well with poly tanks. Also has water rights & pumps at creek that once fed a large tank for the fire sprinkler & irrigation systems, plus 5 dry ponds from a now-defunct treatment system that can become scenic water features once a new system is installed.

3 BRANCIFORTE DRIVE LOCATION OVERVIEW 4573 SANTA CRUZ

Santa Cruz County is located on California’s Central Coast, 65 miles south of San Francisco and 35 miles north of Monterey. Situated on the northern side of Monterey Bay and hugged by redwood forested mountains. Santa Cruz County has 29 miles of beaches and an extraordinary number of state parks and beaches – 14 in all – and each offers a unique experience for visitors.

Santa Cruz is known as Surf City, USA, and the is home to one of the last beachside amusement parks on the West Coast, the San- ta Cruz Beach Boardwalk. The City’s natural beauty and historic sites make it a quality residential community and premier tourist destination. A small, livable city that prides itself on being a clean and safe place to live, Santa Cruz is known for its sense of com- munity and hostiptality and its culturally diverse residents. The century-old Santa Cruz Wharf is the longest wooden structure of its kind on the West Coast—a staggering 2,701 feet long. Walk to the end to get a bird’s-eye view of surfers to the north, or come at dusk to watch the lights glow on the colorfully lit Santa Cruz Beach Boardwalk. Along the waterfront, you can rent kayaks, standup paddleboards, or motorboats. Stroll past the fresh fish restaurants and souvenir shops and strike up a con- versation with fishermen angling for perch, rockfish, and lingcod.

Santa Cruz City and County are amongst Central California’s most protected areas and possess major barries to entry for new de- velopment due to water constraints and a very strigent California Coastal Commission. The area is highly regarded for high quality of living due to its naturally preserved environment and world class beaches. The nearest International airport is in San Jose, 30 miles northeast of Santa Cruz. With a mild climate, summer temperatures usually top out in the mid-70s and winter temperatures in the mid-50s. The sun shines 300 days a year and the humidity is low for a coastal city, making it a highly desirable place to live.

4 BRANCIFORTE DRIVE AERIAL PHOTO 4573 SANTA CRUZ

5 BRANCIFORTE DRIVE PROPERTY PHOTOS 4573 SANTA CRUZ

6 7 BRANCIFORTE DRIVE PROPOSED PLANS 4573 SANTA CRUZ

8 9 BRANCIFORTE DRIVE PLANT PLAN 4573 SANTA CRUZ

10 BRANCIFORTE DRIVE MAPS 4573 SANTA CRUZ

4573 Branciforte Aerial Map 4573 Branciforte General Plan Map

September 30, 2020 1:5,380 September 30, 2020 1:5,380 0 245 490 980 ft 0 245 490 980 ft Boundaries and Easements Road - Easment 4573Lo tB LinreaMnacp iBfoorktse Topo Map Parcels Gen'l Plan (BW text) 4573 Branciforte Zoning Map 0 75 150 300 m Parcels Gen'l Plan (BW text) 0 75 150 300 m Drainage - Easment Utility - Easment Parcels Map Books County of Santa Cruz County of Santa Cruz General - Easment Well - Easment Parcels

11

September 30, 2020 1:3,587 September 30, 2020 1:7,970 0 365 730 1,460 ft 0 165 330 660 ft Parcels CountyWideContours Parcels Zoning (text) 0 112.5 225 450 m 0 50 100 200 m Parcels Zoning (text) Parcels CountyWideContours County of Santa Cruz County of Santa Cruz

BRANCIFORTE DRIVE PARCEL DETAIL REPORT 4573 SANTA CRUZ

SANTA CRUZ COUNTY PARCEL INFORMATION DETAIL REPORT

PARCEL INFORMATION COASTAL ZONE APPEAL JURISDICTION n/a APN 10016106 CODE COMPLIANCE AREA CCA-SOUTH COUNTY

ESTIMATED ACREAGE 12.6800 PLANNER TEAM AREA MID COUNTY-PLANNING TEAM AREA ESTIMATED SQ. FT. 552340.8000 ENVIRONMENTAL PLANNER TEAM AREA South County SITUS ADDRESS 4573 BRANCIFORTE DR SPECIAL DESIGN REVIEW n/a SITUS CITY STATE ZIP SANTA CRUZ, CA 95065-9620 BUILDING INSPECTION AREA BLDINS-AREA2 OWNER NAME Data not Publicly Available 400 ft. INDEX GRID 064-400GRID; 065-400GRID OWNER ADDRESS Data not Publicly Available USGS GRID LAUREL-USGS OWNER CITY STATE ZIP Data not Publicly Available AIRPORT INFLUENCE AREA HOMEOWNER EXEMPTION PLACEHOLDER n/a ASSESSOR USE CODE 083 BIOTIC AND WATER RESOURCES ASSESSOR USE CODE DESCRIPTION 083-CONVENT/RECTORY/ROOMS TIMBER RESOURCES Yes-Portion MAP BOOK 100; 101 GRASSLANDS No TAX CODE AREA 73-001 RIPARIAN WOODLANDS No LAND USE & GENERAL PLAN BIOTIC RESOURCES No ZONING A SPECIAL FOREST No 200ft of CA ZONING or Ag Resource No SANDHILL HABITAT n/a ADJACENT TO TP ZONING No SANDHILLS IPHCP n/a GENERAL PLAN DESIGNATION R-R FISHERY RESOURCE Fishery Resource

GENERAL PLAN DESIGNATION DESCRIP. Rural Residential GROUND WATER RECHARGE Yes-Portion

GENERAL PLAN FUTURES n/a BASINS San Lorenzo

GENERAL PLAN PUBLIC FACILITIES n/a WATERSHEDS Branciforte GENERAL PLAN PUBLIC FACILITIES DESCRIP. n/a RESERVOIR PROTECTION No

GENERAL PLAN PARKS n/a WATER SUPPLY WATERSHED No GENERAL PLAN SPECIAL COMMUNITIES n/a LEAST DISTURBED WATERSHED No

GENERAL PLAN SPECIAL COMMUNITIES DESCRIP. n/a STREAM NAME Branciforte Creek

GENERAL PLAN BOUNDARIES CARBONERA STREAM TYPE PERENNIAL GENERAL PLAN SCENIC AREAS n/a LAKE NAME n/a WITHIN RURAL SERVICES LINE No EVAPO-TRANS 46 WITHIN URBAN SERVICES LINE No SCHOOL DISTRICTS & COUNTY SERVICE AREAS ARCHEOLOGICAL RESOURCES Yes-Portion HIGH SCHOOL DISTRICT District

EXISTING PARKS n/a BOARD OF EDUCATION TRUSTEES Board of Education Trustee Area 2 AIRPORT CLEAR ZONES n/a SAN LORENZO TRUSTEES n/a AGRICULTURAL RESOURCES n/a PAJARO VALLEY TRUSTEES n/a NO SHOOT AREAS 8.28.030(F) SCHOOL DISTRICT Happy Valley COASTAL ZONE No CABRILLO COLLEGE TRUSTEES Cabrillo College Trustee Area 2 COASTAL ZONE RESIDENTIAL EXCLUSION n/a SANTA CRUZ CITY TRUSTEES Santa Cruz City Schools Trustee Area 5

DISCLAIMER: The maps and tabular data used on this web site have been compiled from many different sources. The accuracy of DISCLAIMER: The maps and tabular data used on this web site have been compiled from many different sources. The accuracy12 of the individual map layers varies significantly, and some layers do not align exactly with others. In the urban areas, the parcel maps the individual map layers varies significantly, and some layers do not align exactly with others. In the urban areas, the parcel maps are generally accurate within five to ten feet of their true geographic coordinates, but in the rural areas, the maps may be accurate are generally accurate within five to ten feet of their true geographic coordinates, but in the rural areas, the maps may be accurate to only within three hundred feet. Due to the limitations of the mapped information, field studies and information from site to only within three hundred feet. Due to the limitations of the mapped information, field studies and information from site inspections may be used to supplement or replace mapped information. With these limitations, the County of Santa Cruz disclaims inspections may be used to supplement or replace mapped information. With these limitations, the County of Santa Cruz disclaims any responsibility for the accuracy or correctness of the maps and data. This disclaimer is exclusive and in lieu of any warranties, any responsibility for the accuracy or correctness of the maps and data. This disclaimer is exclusive and in lieu of any warranties, fitness for particular purpose, and/or any other type of warranty, whether expressed or implied. The maps and data available at fitness for particular purpose, and/or any other type of warranty, whether expressed or implied. The maps and data available at this site reflect mapped land use information as provided by the Santa Cruz County Planning Department. You are advised to this site reflect mapped land use information as provided by the Santa Cruz County Planning Department. You are advised to contact the Santa Cruz County Planning Department (Zoning Counter at 454-2130, afternoons only) for further explanation of the contact the Santa Cruz County Planning Department (Zoning Counter at 454-2130, afternoons only) for further explanation of the land use regulations for a particular designation. land use regulations for a particular designation.

Date 09-30-2020 13:54 Date 09-30-2020 13:54 *Sphere of Influence *Sphere of Influence hours hours Page 1 Page 2 RECREATION DISTRICT CSA 11 Parks and Recreation

PAJARO VALLEY CEMETARY DISTRICT n/a

PAJARO VALLEY CEMETARY DISTRICT SOI* n/a

PORT DISTRICT n/a RESOURCE CONSERVATION DISTRICT Resource Conservation District

MID-PENINSULA OPEN SPACE DISTRICT n/a

WATER SERVICE AREAS n/a SANITATION REPAY AREA n/a RECREATION DISTRICT JURISDICTIONALCSA 11 Parks and Recreation ROAD DISTRICT MID SUPERVISORIALPAJARO VALLEY DISTRICTCEMETARY DISTRICT Supervisorialn/a District 1 REFUSE AREA Waste Management, Inc. CITYPAJARO LIMITS VALLEY CEMETARY DISTRICT SOI* n/a

ZONES OF BENEFIT CSA 11 Parks and Recreation CITYPORT LIMITS DISTRICT SOI* n/a

COUNTY SERVICE AREA 9A n/a STATERESOURCE ASSEMBLY CONSERVATION DISTRICT DISTRICT CAResource State Assembly Conservation District District 29 COUNTY SERVICE AREA 9B n/a USMID CONGRESSIONAL-PENINSULA OPEN DISTRICT SPACE DISTRICT USn/a Congress District 20 COUNTY SERVICE AREA 9C CSA-9C USWATER SENATE SERVICE DISTRICT AREAS SENATEn/a -17

COUNTY SERVICE AREA 9D Zone 2 VOTER PRECINCT 10154 JURISDICTIONAL ROAD MAINT. COUNTY SERVICE AREA n/a POSTALSUPERVISORIAL ZIP CODE DISTRICT 95065Supervisorial District 1 ROAD MAINT. COUNTY SERVICE AREA SOI* n/a CITY LIMITS n/a COUNTY SERVICE AREA 38 CSA-38 CITY LIMITS SOI* n/a

COUNTY SERVICE AREA 38 SOI* CSA-38-SOI STATE ASSEMBLY DISTRICT CA State Assembly District 29

COUNTY SERVICE AREA 53 CSA-53 US CONGRESSIONAL DISTRICT US Congress District 20 COUNTY SERVICE AREA 53 SOI* CSA-53-SOI US SENATE DISTRICT SENATE-17 HAZARDS & GEOPHYSICAL VOTER PRECINCT 10154 FAULT ZONE n/a POSTAL ZIP CODE 95065

DFIRM PANEL NUMBER 06087C0236E FLOODWAY n/a FLOOD ZONE A STATE RESPONSE AREA SRA-Moderate

HIGH FIRE HAZARD AREA n/a

FIRE SERVICE AREA Branciforte FPD FIRE HAZARD AREA No SOIL EXPANSIVE No SOIL PERMEABILITY Low to Very Low Permeability HydroGroups C/D; Permeable Hydro Group B GEOLOGIC PALEONTOLOGIC No MINERAL RESOURCES No MINERAL CLASS MRZ-4 MINERAL DESIGNATION n/a SPECIAL DISTRICTS FIRE DISTRICT Branciforte FPD FIRE DISTRICT SOI* Scotts Valley-Branciforte FPD SOI WATER DISTRICT n/a DISCLAIMER: The maps and tabular data used on this web site have been compiled from many different sources. The accuracy of the individual map layers varies significantly, and some layers do not align exactly with others. In the urban areas, the parcel maps are generally accurate within five to ten feet of their true geographic coordinates, but in the rural areas, the maps may be accurate WATER DISTRICT SOI* n/a to only within three hundred feet. Due to the limitations of the mapped information, field studies and information from site inspections may be used to supplement or replace mapped information. With these limitations, the County of Santa Cruz disclaims PAJARO VALLEY WATER MGMT AGENCY n/a any responsibility for the accuracy or correctness of the maps and data. This disclaimer is exclusive and in lieu of any warranties, fitness for particular purpose, and/or any other type of warranty, whether expressed or implied. The maps and data available at SANITATION DISTRICT CSA 12 Septic Maintenance District this site reflect mapped land use information as provided by the Santa Cruz County Planning Department. You are advised to contact the Santa Cruz County Planning Department (Zoning Counter at 454-2130, afternoons only) for further explanation of the SANITATION DISTRICT SOI* CSA 12 Septic Maintenance land use regulations for a particular designation.

FLOOD CONTROL DISTRICT n/a Date 09-30-2020 13:54 *Sphere of Influence hours Page 4 DISCLAIMER: The maps and tabular data used on this web site have been compiled from many different sources. The accuracy of DISCLAIMER: The maps and tabular data used on this web site have been compiled from many different sources. The accuracy of the individual map layers varies significantly, and some layers do not align exactly with others. In the urban areas, the parcel maps the individual map layers varies significantly, and some layers do not align exactly with others. In the urban areas, the parcel maps are generally accurate within five to ten feet of their true geographic coordinates, but in the rural areas, the maps may be accurate are generally accurate within five to ten feet of their true geographic coordinates, but in the rural areas, the maps may be accurate to only within three hundred feet. Due to the limitations of the mapped information, field studies and information from site to only within three hundred feet. Due to the limitations of the mapped information, field studies and information from site inspections may be used to supplement or replace mapped information. With these limitations, the County of Santa Cruz disclaims inspections may be used to supplement or replace mapped information. With these limitations, the County of Santa Cruz disclaims any responsibility for the accuracy or correctness of the maps and data. This disclaimer is exclusive and in lieu of any warranties, any responsibility for the accuracy or correctness of the maps and data. This disclaimer is exclusive and in lieu of any warranties, fitness for particular purpose, and/or any other type of warranty, whether expressed or implied. The maps and data available at fitness for particular purpose, and/or any other type of warranty, whether expressed or implied. The maps and data available at this site reflect mapped land use information as provided by the Santa Cruz County Planning Department. You are advised to this site reflect mapped land use information as provided by the Santa Cruz County Planning Department. You are advised to contact the Santa Cruz County Planning Department (Zoning Counter at 454-2130, afternoons only) for further explanation of the contact the Santa Cruz County Planning Department (Zoning Counter at 454-2130, afternoons only) for further explanation of the land use regulations for a particular designation. land use regulations for a particular designation. 13 Date 09-30-2020 13:54 Date 09-30-2020 13:54 *Sphere of Influence hours *Sphere of Influence hours Page 3 Page 4 BRANCIFORTE DRIVE SATELLITE MAP 4573 SANTA CRUZ

PROPERTY LOCATION

GILROY CAPITOLA SANTA CRUZ APTOS

WATSONVILLE

HOLLISTER

MOSS LANDING

SALINAS

PACIFIC GROVE SEASIDE MONTEREY

CARMEL-BY-THE-SEA

14 BRANCIFORTE DRIVE BROKERAGE RESUME 4573 SANTA CRUZ

Main Street Realtors Partial List of

Main Street Realtors is a boutique real estate firm in Santa Cruz County Commercial Property Sales Transactions Handled handling the full range of residential and commercial sales, leasing and property management, as well as business opportunity sales, since 2003 Address Type 128 Kennan St. Santa Cruz 8 Unit Apartments Sale Datta Khalsa, Broker and Founder 658 24th Ave. Santa Cruz 6 Unit Apartments Sale 1945 42nd Ave. Capitola 36 Unit Apartments Sale (1031)

Datta Khalsa has handled a broad array of investment 313-317 Barson St. Santa Cruz 7 Unit Apartments Sale (1031)

properties over the span of his real estate career since 658 24th Ave. Santa Cruz 6 Unit Apartments Sale (1031)

1993, ranging from Apartment Complexes and Ware- 6996 Soquel Ave. Santa Cruz 20,000 SF Retail/Warehouse Sale/Lease

houses, to Strip Centers, Mixed-Use Development, Re- 239 Carmel Ave. Marina 12 Unit Apartments Sale

gional Shopping Center, and Single-Tenant Net Leased 2623 41st Ave. Santa Cruz Single-Tenant Restaurant Sale Investments, handling transactions in Santa Cruz, Mon- 2555-2557 Soquel Dr. Soquel Multi-Tenant Commercial Sale/Lease terey, Santa Clara, San Mateo and Kern Counties. 11305 Del Monte Ave. Castroville 28 Unit Apartments Sale 1020 Trinity Ave. Seaside 14 Unit Apartments Sale

His resume also includes a regular stream of business opportunity sales as 780 Garner/1025 Alamo Salinas 45 Unit Apartments Sale

a member of the California Association of Business Brokers. HIs brokerage 7362 Mesa Dr. Aptos 9 Unit Apartments Sale (1031)

also offers the full range of Residential and Commercial Leasing and Prop- 2801 Daubenbiss Ave. Soquel 21 Unit Apartments Sale (1031)

erty Management Services as an affiliated member of the Tri County Apart- 140 Riverside Dr. Ben Lomond 6 Unit Apartments Sale

ment Owners Association. 7951 Moss Landing Rd. Moss Landing Multi-Tenant Commercial Sale/Lease

3230-3240 Mission Dr. Santa Cruz 6 Unit Apartments Sale Along the way, Datta has built a private real estate portfolio, investing as an 153 Lee St. Santa Cruz 4 Unit Apartments Sale both an owner and partner in a wide range of projects, including vacation 1617 & 1621 6th Ave. Belmont 17 Unit Apartments Sale (1031)

rental, mixed-use commercial, strip center, neighborhood shopping center, 832 Hanover St. Santa Cruz 8 Unit Apartments Sale

and multiple apartment investments. 314-320 Pacific Ave. Santa Cruz 5 Tenant Retail Center Sale

9730 Highway 9 Ben Lomond 7 Unit Apartments Sale (1031) He is also a managing partner in Firmus Financial, a private opportunity 4602 Scotts Valley Dr. Scotts Valley 6 Unit Apartments Sale (1031) fund which allows investors to participate in the benefits of real estate and 1945 42nd Ave. Capitola 36 Unit Apartments Sale (1031) other investments in multiple markets and states without the headaches 1010 Fair Ave. Santa Cruz 10 Suite Multi-use Center Sale of individual property ownership. Heritage Center Ridgecrest 15 Tenant Shopping Center Sale

699 Curtner Ave. San Jose 4 Tenant Strip Center Sale (1031)

15 BRANCIFORTE DRIVE DISCLAIMER 4573 SANTA CRUZ

Main Street Realtors (“Broker”) hereby advises all prospective purchasers of property as follows: All materials and information received or derived from Broker and its directors, LISTED BY: officers, agents, advisors, affiliates and/or any third party sources are provided with- out representation or warranty as to completeness, veracity, or accuracy, condition of the property, compliance or lack of compliance with applicable governmental require- DATTA KHALSA, CABB ments, developability or suitability, financial performance of the property, projected Broker/Owner | Main Street Realtors financial performance of the property for any party’s intended use or any and all other Cal DRE# 01161050 matters. Neither Broker and its directors, officers, agents, advisors, or affiliates makes T 831.818.0181 | F 831.401.2557 any representation or warranty, express or implied, as to accuracy or completeness of E-Mail: [email protected] the any materials or information provided, derived, or received. Materials and infor- mation from any source, whether written or verbal, that may be furnished for review Main Street Realtors are not a substitute for a party’s active conduct of its own due diligence to determine 2567 Main Street | Soquel, CA these and other matters of significance to such party. Broker will not investigate or www.MainStRealtors.com verify any such matters or conduct due diligence for a party unless otherwise agreed in 831.462.4000 writing. EACH PARTY SHALL CONDUCT ITS OWN INDEPENDENT INVESTIGATION AND DUE DILIGENCE. Any party contemplating or under contract or in escrow for a transac- tion is urged to verify all information and to conduct their own inspections and investi- Co-Listed By gations including through appropriate third party independent professionals selected ROSSANA GRAU by such party. All financial data should be verified by the party including by obtaining Broker/Owner | Sunset Realty and reading applicable documents and reports and consulting appropriate indepen- Cal DRE# 00545739 dent professionals. Broker makes no warranties and/or representations regarding the T 831.901.2282 | F 831.479.8369 veracity, completeness, or relevance of any financial data or assumptions. Broker does E-Mail: [email protected] not serve as a financial advisor to any party regarding any proposed transaction. All data and assumptions regarding financial performance, including that used for finan- Sunset Realty cial modeling purposes, may differ from actual data or performance. Any estimates of 1715 42nd Avenue | Capitola, CA market rents and/ or projected rents that may be provided to a party do not necessarily www.SunsetRealtors.com mean that rents can be established at or increased to that level. Parties must evaluate 831.476.1204 any applicable contractual and governmental limitations as well as market conditions, vacancy factors and other issues in order to determine rents from or for the property. Legal questions should be discussed by the party with an attorney. 16