Agenda 06/27/2023 Item #16A17 (Agreement for Sale and Purchase three properties for the Conservation Collier Program)06/27/2023
EXECUTIVE SUMMARY
Recommendation to approve an Agreement for Sale and Purchase with: (1) Stephen Craparo, (2) Albert N.
and Linda M. Fleming, and (3) Ivan and Ann O. Fesser under the Conservation Collier Land Acquisition
Program, at a cost not to exceed $134,265.
OBJECTIVE: To purchase three properties for the Conservation Collier Program ("Program"), two within the
Gore Preserve multi -parcel project and one within the Winchester Head Preserve multi -parcel project.
CONSIDERATIONS: On January 25, 2022, Agenda Item #11A, the Board of County Commissioners (Board)
approved a Conservation Collier Land Acquisition Advisory Committee (CCLAAC) recommending Cycle 10
Active Acquisition List (AAL), with changes, and directed staff to actively pursue acquisitions for the Program.
Dr. Robert H. Gore III Preserve Multi -Parcel Project. Staff contracted with one independent, state -certified,
general real estate appraisal firm to appraise all parcels within the Project. The total cost to obtain appraisals for the
parcels was $3,900.
Stephen Craparo - Parcel 41506760007 - Corner of 38" Ave. SE and Desoto Blvd. S, north of I-75
1.64-acre (71,438 square feet) vacant and unimproved land - rectangular in shape, fully wooded and
made up of 100% forested/shrub wetlands with the east 2/3 of the property being hydric slough soils.
Offer was accepted on December 11, 2022. The revised offer was made and accepted on February 16,
2023. The purchase price of $39,600 is ninety percent (90%) of appraised value.
The CCLAAC voted unanimously to recommend Board approval of the original offer purchase
agreement on January 4, 2023. The updated purchase price was presented to the CCLAAC on April 5,
2023.
Albert N. and Linda M. Fleming - Parcel 41507000009 - east side of DeSoto Blvd. S, north of I-75
1.64-acre (71,438 square feet) vacant and unimproved land - rectangular in shape, fully wooded and is
100% forested/shrub wetlands, 100% hydric depressional and slough soils with the majority being
slough.
Offer was accepted on October 11, 2022. The revised offer was made and accepted on February 22,
2023. The purchase price of $37,500 is ninety six percent (96%) of appraised value.
The CCLAAC voted unanimously to recommend Board approval of the original offer purchase
agreement on January 4, 2023. The updated purchase price was presented to the CCLAAC on April 5,
2023.
Winchester Head Multi -Parcel Project. Staff contracted with one independent, state -certified, general real estate
appraisal firm to appraise all parcels within the Project. The appraisal dated August 2022 provided an averaged
appraised value for wetland parcels within the Project at $25,000 an acre. The cost to obtain the appraisal was
$2,800. On September 22, 2022, offer letters were sent to thirty-seven (37) property owners based on the project -
wide appraisal.
Ivan and Ann O. Fesser - Parcel 39957520002 - east of Everglades Blvd N. and south of 39' Ave. NE
2.27-acre vacant property consists of forested wetlands with 100% hydric depressional soils present.
Offer was accepted on October 12, 2022. The revised offer was made on February 21, 2023 and
accepted on February 22, 2023. The purchase price of $53,960 is 90% of appraised value.
The CCLAAC voted unanimously to recommend Board approval of the original offer purchase
agreement on December 7, 2022. The updated purchase price was presented to the CCLAAC on April 5,
2023.
Sellers executed the agreements prior to the Board's adoption of the revised Conservation Collier Purchasing
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06/27/2023
Policy, Resolution No. 2023-10, which allows the offer amount to be determined by staff but shall be no more than
the appraised value. Staff renegotiated as indicated for each property.
Pursuant to Ordinance 2007-65, Section 13(8), a Project Design Report ("PDR") for each of the properties is
provided herewith.
FISCAL IMPACT: The funds for these multi -parcel land acquisitions will be withdrawn from the Conservation
Collier Trust Fund (172). The properties identified herein are comprised of a not to exceed acquisition cost of
$134,265 as follows:
Seller
Acres
Purchase
Appraised
Appraisal
Title
Title
Closing
Recording
Total
Initial
Long-term
Name
Price
Value
Cost
Commit
Policy
Fee
Fee
Purchase
5 Yr.
Annual
Cost
Cost
Price
Maint
Maint Costs
Costs
Craparo
11.64
I $39,600
I $44,000
I --
I $400
I $178
I $400
I $100
I $40,678
I $3,398
I $246
Fleming
1.64
I $37,500
I $39,000
I --
$400
I $166
I $400
I $100
I $38,566
I $3,398
$246
Fesser
12.27
I $53,960
$56,800
I
I $400
$311
$250
$100
$55,021
I $2,584
I $341
TOTAL
5.55
$131,060
$139.800
$1,200
$655
$1,050
$300
$134.265
$9,380
$833
As of June 27, 2023, estimated property costs for Conservation Collier properties, including this property and those
under contract, total $113,349,002. Estimated costs of maintenance in perpetuity for these and all Cycle 10 A -list
properties have been considered by the CCLAAC and have been incorporated into the Conservation Collier Long
Term Financial Management Plan. The funds for management of these three (3) parcels will be expended from the
Conservation Collier Maintenance Fund (174). The initial costs of maintenance are provided in the PDRs attached.
The total maintenance costs for the first five (5) years (initial maintenance costs) for these parcels is estimated at
$9,380. After initial restoration, the estimated maintenance costs for these parcels will be approximately $833
annually.
GROWTH MANAGEMENT IMPACT: Fee simple acquisition of conservation lands is consistent with and
supports Policy 1.3.1(e) in the Conservation and Coastal Management Element of the Collier County Growth
Management Plan.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for
approval. - RTT
RECOMMENDATION: That the Board:
1) Approves the attached Agreements and accepts the Warranty Deeds once approved by the County Attorney's
Office; 2) Authorizes the Chairman to execute the Agreements and any and all other County Attorney's Office
approved documents related to this transaction; 3) Authorizes the County Manager or his designee to prepare
related vouchers and Warrants for payments and to take all reasonable steps necessary to ensure performance
under the Agreement. 4) Authorizes all Budget Amendments associated with accepting and recognizing monetary
donations.
Prepared By: Vivian Rodriguez, Property Acquisition Specialist, Real Property Management
ATTACHMENT(S)
1. Agreement for Sale and Purchase - Craparo (PDF)
2. [Linked] Appraisal - Craparo (PDF)
3. Project Design Project - Craparo(PDF)
4. Agreement for Sale and Purchase - Fleming (PDF)
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5. [Linked] Appraisal - Fleming (PDF)
6. Project Design Report - Fleming(PDF)
7. Agreement for Sale and Purchase - Fesser (PDF)
8. [Linked] Winchester market study 2022 - Fesser (PDF)
9. Project Design Project - Fesser (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.A.17
Doc ID: 25738
Item Summary: Recommendation to approve an Agreement for Sale and Purchase with: (1) Stephen Craparo, (2)
Albert N. and Linda M. Fleming, and (3) Ivan and Ann O. Fesser under the Conservation Collier Land Acquisition
Program, at a cost not to exceed $134,265.
Meeting Date: 06/27/2023
Prepared by:
Title: — Facilities Management
Name: Vivian Rodriguez
06/06/2023 11:41 AM
Submitted by:
Title: — Facilities Management
Name: John McCormick
06/06/2023 11:41 AM
Approved By:
Review:
Public Services Department
Melissa Hennig Additional Reviewer
Completed 06/06/2023 12:14 PM
Facilities Management
John McCormick Director - Facilities
Completed 06/06/2023 12:36 PM
Facilities Management
Jennifer Belpedio Manager - Real Property
Completed 06/06/2023 3:44 PM
Growth Management and Community Development Department Summer BrownAraque
Additional Reviewer Completed
06/06/2023 3:59 PM
Growth Management and Community Development Department Jaime Cook
Additional Reviewer Completed
06/07/2023 1:28 PM
County Attorney's Office
Ronald Tomasko Level 2 Attorney of Record Review
Completed 06/07/2023 2:07 PM
County Attorney's Office
Jeffrey A. Klatzkow Level 3 County Attorney's Office Review
Completed 06/07/2023 2:12 PM
Office of Management and Budget
Debra Windsor Level 3 OMB Gatekeeper Review
Completed 06/07/2023 2:32 PM
Office of Management and Budget
Blanca Aquino Luque Additional Reviewer
Completed 06/12/2023 8:56 AM
County Manager's Office
Ed Finn Additional Reviewer
Completed 06/21/2023 2:59 PM
Growth Management and Community Development Department Jaime Cook
Additional Reviewer Completed
06/21/2023 4:00 PM
Growth Management and Community
Development Department James C French
Additional Reviewer Completed
06/21/2023 4:12 PM
County Manager's Office
Amy Patterson Level 4 County Manager Review
Completed 06/21/2023 4:14 PM
Board of County Commissioners
Geoffrey Willig Meeting Pending
06/27/2023 9:00 AM
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16.A.17.a
CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:415067600C7
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into by and between STEPHEN CRAPARO,
whose mailing address is 3451 7th Ave NW, Naples, FL 34120, (hereinafter referred to
as "Seller"), and COLLIER COUNTY, a political subdivision of the State of Florida, its
successors and assigns, whose address is 3335 Tamiami Trail East, Suite 101, Naples,
FL 34112, (hereinafter referred to as "Purchaser").
WITNESSETH
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter
referred to as "Property"), located in Collier County, State of Florida, and being more
particularly described in Exhibit "A," attached hereto and made a part hereof by
reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions
and other agreements hereinafter set forth, and Seller is agreeable to such sale and to
such conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00), the
receipt and sufficiency of which is hereby acknowledged, it is agreed as follows:
AGREEMENT
1.01 In consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase
from Seller the Property, described in Exhibit "A
II PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price") for the Property shall be Thirty —
Nine Thousand Six Hundred Dollars and 001100 dollars (39,600.00), (U.S,
Currency) payable at time of closing.
Ill. CLOSING
3.01 The Closing (THE "CLOSING DATE", "DATE OF CLOSING", OR
"CLOSING") of the transaction shall be held on or before one hundred and eighty
(180) days following execution of this Agreement by the Purchaser, or within thirty
30 days of Purchaser's receipt of all cio.sincL documents whichever is the later.
The Closing shall be held at the Collier County Attorney's Office, Administration
Building, 3299 Tamiami Trail East, Naples, Florida. The procedure to be followed
by the parties in connection with the Closing shall be as follows-
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with
law. At the Closing, the Seller shall cause to be delivered to the Purchaser
the items specified herein and the following documents and instruments duly
executed and acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the
Property, free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments.
(b) Such other easements, restrictions, or conditions of record.
3.0112 Combined Purchaser -Seller closing statement.
3.0113 A "Gap," Tax Proration, Owner's and Non -Foreign Affidavit," as
required by Section 1445 of the Internal Revenue Code and as required L)
by the title insurance underwriter in order to insure the "gap" and issue c
the policy contemplated by the title insurance commitment. U
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3.0114 A W-9 Form, "Request for Taxpayer Identification and C
Certification" as required by the Internal Revenue Service.
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3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to N
the Seller the following:
3.0121 A wire transfer or negotiable instrument in an amount equal to
the Purchase Price. No funds shall be disbursed to Seller until the Title
Company verifies that the state of the title to the Property has not
changed adversely since the date of the last endorsement to the
commitment, referenced in Section 4.011 thereto, and the Title Company
is irrevocably committed to pay the Purchase Price to Seller and to issue
the Owner's title policy to Purchaser in accordance with the commitment
immediately after the recording of the deed.
3.0122 Funds payable to the Seller representing the cash payment due
at Closing in accordance with Article III hereof, shall be subject to
adjustment for prorations as hereinafter set forth.
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller,
at its sole cost and expense, shall pay at Closing all documentary stamp taxes due
relating to the recording of the Warranty Deed, in accordance with Chapter 201.01,
Florida Statutes, and the cost of recording any instruments necessary to clear
Seller's title to the Property. The cost of the Owner's Form B Title Policy, issued
41,
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16.A.17. a
CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760001
pursuant to the Commitment provided for in Section 4.011 below, shall be paid by
Purchaser. The cost of the title commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed. Real
Property taxes shall be prorated based on the current year's tax with due
allowance made for maximum allowable discount, homestead and any other
applicable exemptions and paid by Seller. If Closing occurs at a date which the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
IV. REQUIREMENTS AND CONDITIONS
4.01 Upon execution of this Agreement by both parties or at such other time as
specified within this Article, Purchaser and/or Seller, as the case may be, shall
perform the following within the times stated, which shall be conditions precedent
to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as
evidence of title an ALTA Commitment for an Owner's Title Insurance Policy =
(ALTA Form B-1970) covering the Property, together with hard copies of all 0
exceptions shown thereon. Purchaser shall have thirty (30) days, following
receipt of the title insurance commitment, to notify Seller in writing of any 0
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objection to title other than liens evidencing monetary obligations, if any,
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which obligations shall be paid at closing. If the title commitment contains ti
exceptions that make the title unmarketable, Purchaser shall deliver to the N
Seller written notice of its intention to waive the applicable contingencies or to
terminate this Agreement.
4.012 If Purchaser shall fail to advise the Seller in writing of any such
objections in Seller's title in the manner herein required by this Agreement, the
title shall be deemed acceptable. Upon notification of Purchaser's objection to
title, Seller shall have thirty (30) days to remedy any defects in order to convey
good and marketable title, except for liens or monetary obligations which will
be satisfied at Closing. Seller, at its sole expense, shall use its best efforts to
make such title good and marketable. In the event Seller is unable to cure said
objections within said time period, Purchaser, by providing written notice to
Seller within seven (7) days after expiration of said thirty (30) day period, may
accept title as it then is, waiving any objection; or Purchaser may terminate the
Agreement. A failure by Purchaser to give such written notice of termination
within the time period provided herein shall be deemed an election by
Purchaser to accept the exceptions to title as shown in the title commitment.
4.013 Seller agrees to furnish any existing surveys of the Property in Seller's
possession to Purchaser within 10 (ten) days of the effective date of this
Agreement. Purchaser shall have the option, at its own expense, to obtain a
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
current survey of the Property prepared by a surveyor licensed by the State of
Florida. No adjustments to the Purchase Price shall be made based upon any
change to the total acreage referenced in Exhibit "A," unless the difference in
acreage revealed by survey exceeds 5% of the overall acreage. If the survey
provided by Seller or obtained by Purchaser, as certified by a registered
Florida surveyor, shows: (a) an encroachment onto the property; or (b) that an
improvement located on the Property projects onto lands of others, or (c) lack
of legal access to a public roadway, the Purchaser shall notify the Seller in
writing of such encroachment, projection, or lack of legal access, and Seller
shall have the option of curing said encroachment or projection, or obtaining
legal access to the Property from a public roadway, within sixty (60) days of
receipt of said written notice from Purchaser. Purchaser shall have ninety (90)
days from the effective date of this Agreement to notify Seller of any such
objections. Should Seller elect not to or be unable to remove the
encroachment, projection, or provide legal access to the property within said
sixty (60) day period, Purchaser, by providing written notice to Seller within
seven (7) days after expiration of said sixty (60) day period, may accept the
Property as it then is, waiving any objection to the encroachment, or projection,
or lack of legal access, or Purchaser may terminate the Agreement. A failure
by Purchaser to give such written notice of termination within the time period
provided herein shall be deemed an election by Purchaser to accept the
Property with the encroachment, or projection, or lack of legal access.
V. INSPECTION PERIOD
5.01 Purchaser shall have one hundred and twenty (120) days from the date of this
Agreement, [NOTE: CHECK ALL INSPECTION DURATIONS WITH CLOSING
DATE] ("Inspection Period"), to determine through appropriate investigation that:
1. Soil tests and engineering studies indicate that the Property can be developed
without any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the
development of the Property.
3. The Property is in compliance with all applicable State and Federal
environmental laws and the Property is free from any pollution or
contamination.
4. The Property can be utilized for its intended use and purpose in the
Conservation Collier program.
5.02 If Purchaser is not satisfied, for any reason whatsoever, with the results of
any investigation, Purchaser shall deliver to Seller prior to the expiration of the
Inspection Period, written notice of its intention to waive the applicable
contingencies or to terminate this Agreement. If Purchaser fails to notify the Seller
in writing of its specific objections as provided herein within the Inspection Period,
it shall be deemed that the Purchaser is satisfied with the results of its
investigations and the contingencies of this Article V shall be deemed waived. In
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CONSERVATION COI:LIER
TAX IDENTIFICATION NUMBER:41506760007
the event Purchaser elects to terminate this Agreement because of the right of
inspection, Purchaser shall deliver to Seller copies of all engineering reports and
environmental and soil testing results commissioned by Purchaser with respect to
the Property.
5.03 Purchaser and Its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
conducting site analyses, soil borings and all other necessary investigation.
Purchaser shall, in performing such tests, use due care and shall indemnify Seller
on account of any loss or damages occasioned thereby and against any claim
made against Seller as a result of Purchaser's entry. Seller shall be notified by
Purchaser no less than twenty-four (24) hours prior to said inspection of the
Property.
VI_ INSPECTION
6.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have
the right to inspect the Property at any time prior to the Closing.
VII. POSSESSION
7.01 Purchaser shall be entitled to full possession of the Property at Closing.
VIII. PRORATIONS
8.01 Ad valorem taxes next due and payable, after closing on the Property, shall
be prorated at Closing based upon the gross amount of the current year's taxes,
and shall be paid by Seller.
IX. TERMINATION AND REMEDIES
9.01 If Seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of
written notification of such failure, Purchaser may, at its option, terminate this
Agreement by giving written notice of termination to Seller, Purchaser shall have
the right to seek and enforce all rights and remedies available at law or in equity to
a contract vendee, including the right tc seek specific performance of this
Agreement.
9.02 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies
to each of the parties and take into account the peculiar risks and expenses of
each of the parties.
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16.A.17.a
CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
10.01 Seller and Purchaser represent and warrant the following:
10.011 Seller and Purchaser have full right and authority to enter into and to
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execute this Agreement and to undertake all actions and to perform all tasks
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required of each hereunder. Seller is not presently the subject of a pending,
threatened or contemplated bankruptcy proceeding.
10.012 Seller has full right, power, and authority to own and operate the
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Property, and to execute, deliver, and perform its obligations under this
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Agreement and the instruments executed in connection herewith, and to
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consummate the transaction contemplated hereby. All necessary
authorizations and approvals have been obtained authorizing Seller and
Purchaser to execute and consummate the transaction contemplated hereby.
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At Closing, certified copies of such approvals shall be delivered to Purchaser
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and/or Seller, if necessary.
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10.013 The warranties set forth in this paragraph shall be true on the date of
this Agreement and as of the date of Closing. Purchaser's acceptance of a
deed to the said Property shall not be deemed to be full performance and
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discharge of every agreement and obligation on the part of the Seller to be
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performed pursuant to the provisions of this Agreement.
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10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seiler, at
law, equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other
property that could, if continued, adversely affect Seller's ability to sell the
Property to Purchaser according to the terms of this Agreement.
10,015 No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
10.016 Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Seller shall not encumber or convey any portion of the
Property or any rights therein, nor enter into any agreements granting any
person or entity any rights with respect to the Property or any part thereof,
without first obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement which consent may be withheld by Purchaser for
any reason whatsoever.
10.017 Seller represents that there are no incinerators, septic tanks, or
cesspools on the Property; all waste, if any, is discharged into a public sanitary
sewer system; Seller represents that they have (it has) no knowledge that any
pollutants are or have been discharged from the Property, directly or indirectly
into any body of water. Seller represents the Property has not been used for
the production, handling, storage, transportation, manufacture or disposal of
hazardous or toxic substances or wastes, as such terms are defined in
applicable laws and regulations, or any other activity that would have toxic
results, and no such hazardous or toxic substances are currently used in
connection with the operation of the Property, and there is no proceeding or
inquiry by any authority with respect thereto. Seller represents that they have
(it has) no knowledge that there is ground water contamination on the Property
or potential of ground water contamination from neighboring properties. Seller
represents no storage tanks for gasoline, or any other substances are or were
located on the Property at any time during or prior to Seller's ownership
thereof. Seller represents none of the Property has been used as a sanitary
landfill.
10.018 Seller has no knowledge that the Property and Seller's operations
concerning the Property are in violation of any applicable Federal, State or
local statute, law or regulation, or of any notice from any governmental body
has been served upon Seller claiming any violation of any law, ordinance, code
or regulation or requiring or calling attention to the need for any work, repairs,
construction, alterations or installation on or in connection with the Property in
order to comply with any laws, ordinances, codes or regulation with which
Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way (other
than existing zoning regulations) that restrict or affect the use of the Property,
and there are no maintenance, construction, advertising, management,
leasing, employment, service or other contracts affecting the Property.
10.020 Seller has no knowledge that there are any suits, actions or arbitration,
bond issuances or proposals therefor, proposals for public improvement
assessments, pay -back agreements, paving agreements, road expansion or
improvement agreements, utility moratoriums, use moratoriums, improvement
moratoriums, administrative or other proceedings or governmental
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
investigations or requirements, formal or informal, existing or pending or
threatened which affects the Property or which adversely affects Seller's ability
to perform hereunder; nor is there any other charge or expense upon or related
to the Property which has not been disclosed to Purchaser in writing prior to
the effective date of this Agreement.
10.021 Seller acknowledges and agrees that Purchaser is entering into this 0-
Agreement based upon Seller's representations stated above and on the C
understanding that Seller will not cause the zoning or physical condition of the
Property to change from its existing state on the effective date of this
Agreement up to and including the Date of Closing. Therefore, Seller agrees =
not to enter into any contracts or agreements pertaining to or affecting the �s
Property and not to do any act or omit to perform any act which would change c
the zoning or physical condition of the Property or the governmental
ordinances or laws governing same. Seller also agrees to notify Purchaser o
promptly of any change in the facts contained in the foregoing representations
and of any notice or proposed change in the zoning, or any other action or
notice, that may be proposed or promulgated by any third parties or any U
governmental authorities having jurisdiction of the development of the property c
which may restrict or change any other condition of the Property, U
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10.022 At the Closing, Seller shall deliver to Purchaser a statement °
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(hereinafter called the "Closing Representative Statement") reasserting the
foregoing representations as of the Date of Closing, which provisions shallLn
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survive the Closing. N
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend
and hold Purchaser harmless from any and all costs (including attorney's fees)
asserted against, imposed on or incurred by Purchaser, directly or indirectly,
pursuant to or in connection with the application of any federal, state, local or
common law relating to pollution or protection of the environment which shall
be in accordance with, but not limited to, the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601,
et seq., ("CERCLA" or "Superfund"), which was amended and upgraded by the
Superfund Amendment and Reauthorization Act of 1986 ("SARA"), including
any amendments or successor in function to these acts. This provision and
the rights of Purchaser, hereunder, shall survive Closing and are not deemed
satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this
Agreement and the date of Closing shall be Seller's sole risk and expense.
XI. NOTICES
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:91506760007
11.01 Any notice, request. demand, instruction or other communication to be
given to either party hereunder shall be in writing, sent by facsimile with
automated confirmation of receipt, or by registered, or certified mail, return receipt
requested, postage prepaid, addressed as follows:
If to Purchaser: Summer Araque, Coordinator
Conservation Collier Program
Collier County Parks and Recreation Division
Public Services Department
Golden Gate Community Park
3300 Santa Barbara Blvd.
Naples, Florida 34116
With a copy to: Vivian Rodriguez, Property Acquisition Specialist
Collier County Real Property Management
3335 Tamiami Trail East, Suite 102
Naples, Florida 34112
Telephone number: 239-252- 8402
Fax number: 239-252-8876
If to Seller: Stephen Craparo
3451 7th Ave NW
Naples, FL 34120
Telephone number: 239-692-9264
Fax Number: NIA
11.02 The addressees and numbers for the purpose of this Article may be
changed by either party by giving written notice of such change to the other party
in the manner provided herein, For the purpose of changing such addresses or
addressees only, unless and until such written notice is received, the last
addressee and respective address stated herein shail be deemed to continue in
effect for all purposes.
Xil. REAL. ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility
of the Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from
and against any claim or liability for commission or fees to any broker or any other
person or party claiming to have been engaged by Seller as a real estate broker,
salesman or representative, in connection with this Agreement. Seiler agrees to
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER;41506760007
pay any and all commissions or fees at closing pursuant to the terms of a separate
agreement, if any.
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XIII. MISCELLANEOUS
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13.01 This Agreement may be executed in any manner of counterparts which
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together shall constitute the agreement of the parties.
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13.02 This Agreement and the terms and provisions hereof shall be effective as of
the date this Agreement is executed by both parties and shall inure to the benefit
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of and be binding upon the parties hereto and their respective heirs, executors,
personal representatives, successors, successor trustee, and assignees
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whenever the context so requires or admits.
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13.03 Any amendment to this Agreement shall not bind any of the parties hereof
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unless such amendment is in writing and executed and dated by Purchaser and
Seller. Any amendment to this Agreement shall be binding upon Purchaser and
Seller as soon as it has been executed by both parties.
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13.04 Captions and section headings contained in this Agreement are for
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convenience and reference only; in no way do they define, describe, extend or
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limit the scope or intent of this Agreement or any provisions hereof.
13.05 All terms and words used in this Agreement, regardless of the number and
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gender in which used, shall be deemed to include any other gender or number as
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the context or the use thereof may require.
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13.06 No waiver of any provision of this Agreement shall be effective unless it is in
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writing signed by the party against whore it is asserted, and any waiver of any
provision of this Agreement shall be applicable only to the specific instance to
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which it is related and shall not be deemed to be a continuing or future waiver as
to such provision or a waiver as to any other provision.
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13.07 If any date specified in this Agreement falls on a Saturday, Sunday or legal
holiday, then the date to which such reference is made shall be extended to the
next succeeding business day.
13.08 Seller is aware of and understands that the 'offer" to purchase represented
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by this Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida. This Agreement is subject to fund
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availability and future appropriation. Should the funds not be available or able to
be used prior to closing the Purchaser or Seller may immediately terminate this
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agreement without any payment of any kind to Seller.
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13.09 If the Seller holds the Property in the form of a partnership, limited
partnership, corporation, trust or any form of representative capacity whatsoever 2
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
for others, Seller shall make a written public disclosure, according to Chapter 286,
Florida Statutes, under oath, of the name and address of every person having a
beneficial interest in the Property before Property held in such capacity is
conveyed to Collier County. (If the corporation is registered with the Federal
Securities Exchange Commission or registered pursuant to Chapter 517, Florida
Statutes, whose stock is for sale to the general public, it is hereby exempt from the
provisions of Chapter 286, Florida Statutes.)
13.10 This Agreement is governed and construed in accordance with the laws of
the State of Florida.
XIV. ENTIRE AGREEMENT
14.01 This Agreement and the exhibits attached hereto contain the entire
agreement between the parties, and no promise, representation, warranty or o
covenant not included in this Agreement or any such referenced agreements has
been or is being relied upon by either party. No modification or amendment of this
Agreement shall be of any force or effect unless made in writing and executed and U
dated by both Purchaser and Seller. Time is of the essence of this Agreement. c
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IN WITNESS WHEREOF, the parties hereto have signed below. 0
Dated Project/Acquisition Approved by co
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AS TO PURCHASER:
DATED:
ATTEST:
CRYSTAL K. KINZEL, Clerk
Of the Circuit Court and Comptroller
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
Alm
, Deputy Clerk RICK LOCASTRO., Chairman
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41506760007
AS TO SELLER: l
DATED:
WITNESSES:
(Signature)
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(Printed Name)
(Signature)
(Printed Name)
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STEPHEN CRAPARO
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER;41506760007
EXHIBIT "A"
PROPERTY IDENTIFICATION NUMBER: 41506760007
LEGAL DESCRIPTION:
THE NORTH 105 FEET OF THE NORTH 180 FEET OF TRACT 75,
GOLDEN GATE ESTATES, UNIT NO. 91, ACCORDING TO THE MAP
OR PLAT THEREOF, AS RECORDED IN PLAT BOOK 5, PAGE 30, OF
THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA.
1.64 acres
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Conservation Collier Land Acquisition Program
Project Design Report
Craparo Property
Date: May 2023
Property Owner: Stephen Craparo
Folios : 41506760007
Location: GOLDEN GATE EST UNIT 91 N 105FT OF TR 75
Size: 1.64 acres
Purchase Price: $39,600
History of Proiect:
Selected for the
Selected for
Original
Original
Updated
Updated Offer
"A" category,
the "A"
Purchase
Offer
Offer Made
Accepted
#1 priority, on
category, #1
offer
Accepted
the Active
priority, on
made to
Acquisition
AAL by
owners
List (AAL) by
BCC
CCLAAC
12/9/22
1/25/2022
9/22/2022
10/11/2022
2/16/2023
2/16/2023
Purpose of Proiect: Environmental Conservation - Conservation Collier Program
Program Oualifications:
This parcel is adjacent to the Dr. Robert H. Gore III Preserve. The Craparo parcel was considered
due to its proximity to an existing Conservation Collier preserve. The Craparo project met 5 out
of 6 Initial Screening Criteria identified in the Conservation Collier Ordinance, No. 2007-65, as
amended, including presence of native habitat, potential for nature -based recreational and
educational opportunities, protection of water resource values and wetland dependent species
habitat, presence of significant biological/ecological values, listed species habitat, connectivity,
and restoration potential.
Potential access for nature -based recreation, and enhancement of the aesthetic setting of Collier
County
This parcel offers access from 38t' Ave. SE and Desoto Blvd. S. - a paved public road. This
property could accommodate outdoor recreation, particularly due to the proximity to the Dr. Robert
H. Gore III Preserve.
Opportunities for protection of water resource values, including aquifer recharge, water quality
enhancement, protection of wetland dependent species habitat, and flood control
The parcel has many wetland dependent plant species and contains karst topography, which is a
wetland indicator, despite soils that indicate that wetlands may also be seasonal. The parcel
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provides minimal water quality enhancement beyond accommodating sheet flow into the I-75
canal.
Property enhances and/or protect the environmental value of current conservation lands
through function as a buffer, ecological link, or habitat corridor
The Craparo parcel expands the Dr. Robert H. Gore III Preserve. This parcel, joined with many
others, could also permanently protect a corridor between North Belle Meade and the Florida
Panther National Wildlife Refuge.
Zoning, Growth Management and Land Use Overlays: The parcel is within the Northern
Golden Gate Estates. The zoning classification is Estates (E), a rural residential classification.
There are no additional land use overlays applicable.
Projected Management Activities: Projected management activities include the removal of
invasive plants, the development of a Land Management Plan, and continued development of
public access to selected portions of the preserve.
Estimated Management Costs:
Management
Element
2023
2024
2025
2026
2027
Exotics
$820
$656
$656
$656
$410
Signage
$200
Total
$1,020
$656
$656
$656
$410
SEE PAGES 3 AND 4 FOR AERIAL MAPS OF THE PARCEL.
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CRAPARO, STEPHEN
Dr. Robert Gore III Preserve
Property Owner Accepted Offer
to
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CONSuC ATION
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Colt ar County
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into by and between ALBERT N. AND LINDA
M. FLEMING, whose mailing address is 478 Shubuta — Eu Cutta Rd, Shubuta, MS
39360, (hereinafter referred to as "Seller"), and COLLIER COUNTY, a political
subdivision of the State of Florida, its successors and assigns, whose address is 3335
Tamiami Trail East, Suite 101, Naples, FL 34112, (hereinafter referred to as
"Purchaser").
WITNESSETH
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter
referred to as "Property"), located in Collier County, State of Florida, and being more
particularly described in Exhibit "A," attached hereto and made a part hereof by
reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions
and other agreements hereinafter set forth, and Seller is agreeable to such sale and to
such conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00), the
receipt and sufficiency of which is hereby acknowledged, it is agreed as follows:
AGREEMENT
1.01 In consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase
from Seller the Property, described in Exhibit "A".
II. PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price") for the Property shall be Thirty —
Seven Thousand Five Hundred Dollars and 00/100 dollars (37,500.00), (U.S.
Currency) payable at time of closing.
III. CLOSING
3.01 The Closing (THE "CLOSING DATE", "DATE OF CLOSING", OR
"CLOSING") of the transaction shall be held on or before one hundred and eighty
(180) days following execution of this Agreement by the Purchaser, or within thirty
(30) days of Purchaser's receipt of all closing documents whichever is the later.
The Closing shall be held at the Collier County Attorney's Office, Administration
Building, 3299 Tamiami Trail East, Naples, Florida. The procedure to be followed
by the parties in connection with the Closing shall be as follows-
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CONSERVATION COLLIER 16.A.17.d
TAX IDENTIFICATION NUMBER:41507000009
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions, or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with
law. At the Closing, the Seller shall cause to be delivered to the Purchaser
the items specified herein and the following documents and instruments duly
executed and acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the
Property, free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments.
(b) Such other easements, restrictions, or conditions of record.
3.0112 Combined Purchaser -Seller closing statement.
3.0113 A "Gap," Tax Proration, Owner's and Non -Foreign Affidavit," as
required by Section 1445 of the Internal Revenue Code and as required
by the title insurance underwriter in order to insure the "gap" and issue
the policy contemplated by the title insurance commitment.
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3.0114 A W-9 Form, "Request for Taxpayer Identification and C
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Certification" as required by the Internal Revenue Service.
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3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to N
the Seller the following: 9
3.0121 A wire transfer or negotiable instrument in an amount equal to
the Purchase Price. No funds shall be disbursed to Seller until the Title
Company verifies that the state of the title to the Property has not
changed adversely since the date of the last endorsement to the
commitment, referenced in Section 4.011 thereto, and the Title Company
is irrevocably committed to pay the Purchase Price to Seller and to issue
the Owner's title policy to Purchaser in accordance with the commitment
immediately after the recording of the deed.
3.0122 Funds payable to the Seller representing the cash payment due
at Closing in accordance with Article III hereof, shall be subject to
adjustment for prorations as hereinafter set forth.
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller,
at its sole cost and expense, shall pay at Closing all documentary stamp taxes due
relating to the recording of the Warranty Deed, in accordance with Chapter 201.01,
Florida Statutes, and the cost of recording any instruments necessary to clear
Seller's title to the Property. The cost of the Owner's Form B Title Policy, issued
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CONSERVATION COLLIER 16.A.17.d
TAX IDENTIFICATION NUMBER:41507000009
pursuant to the Commitment provided for in Section 4.011 below, shall be paid by
Purchaser. The cost of the title commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed. Real
Property taxes shall be prorated based on the current year's tax with due
allowance made for maximum allowable discount, homestead and any other
applicable exemptions and paid by Seller. If Closing occurs at a date which the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
IV. REQUIREMENTS AND CONDITIONS
4.01 Upon execution of this Agreement by both parties or at such other time as
specified within this Article, Purchaser and/or Seller, as the case may be, shall
perform the following within the times stated, which shall be conditions precedent
to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as 2
evidence of title an ALTA Commitment for an Owner's Title Insurance Policy
(ALTA Form B-1970) covering the Property, together with hard copies of all _
exceptions shown thereon. Purchaser shall have thirty (30) days, following U
receipt of the title insurance commitment, to notify Seller in writing of any
objection to title other than liens evidencing monetary obligations, if any, 0
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which obligations shall be paid at closing. If the title commitment contains
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exceptions that make the title unmarketable, Purchaser shall deliver to the
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Seller written notice of its intention to waive the applicable contingencies or to
terminate this Agreement. a,
4.012 If Purchaser shall fail to advise the Seller in writing of any such
objections in Seller's title in the manner herein required by this Agreement,
the title shall be deemed acceptable. Upon notification of Purchaser's
objection to title, Seller shall have thirty (30) days to remedy any defects in
order to convey good and marketable title, except for liens or monetary
obligations which will be satisfied at Closing. Seller, at its sole expense, shall
use its best efforts to make such title good and marketable. In the event
Seller is unable to cure said objections within said time period, Purchaser, by
providing written notice to Seller within seven (7) days after expiration of said
thirty (30) day period, may accept title as it then is, waiving any objection; or
Purchaser may terminate the Agreement. A failure by Purchaser to give such
written notice of termination within the time period provided herein shall be
deemed an election by Purchaser to accept the exceptions to title as shown in
the title commitment.
4.013 Seller agrees to furnish any existing surveys of the Property in Seller's
possession to Purchaser within 10 (ten) days of the effective date of this
Agreement. Purchaser shall have the option, at its own expense, to obtain a
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
current survey of the Property prepared by a surveyor licensed by the State of
Florida. No adjustments to the Purchase Price shall be made based upon any
change to the total acreage referenced in Exhibit "A," unless the difference in
acreage revealed by survey exceeds 5% of the overall acreage. If the survey
provided by Seller or obtained by Purchaser, as certified by a registered
Florida surveyor, shows: (a) an encroachment onto the property, or (b) that an
improvement located on the Property projects onto lands of others, or (c) lack
of legal access to a public roadway, the Purchaser shall notify the Seller in
writing of such encroachment, projection, or lack of legal access, and Seller
shall have the option of curing said encroachment or projection, or obtaining
legal access to the Property from a public roadway, within sixty (60) days of
receipt of said written notice from Purchaser. Purchaser shall have ninety (90)
days from the effective date of this Agreement to notify Seller of any such
objections. Should Seller elect not to or be unable to remove the
encroachment, projection, or provide legal access to the property within said
sixty (60) day period, Purchaser, by providing written notice to Seller within
seven (7) days after expiration of said sixty (60) day period, may accept the
Property as it then is, waiving any objection to the encroachment, or projection,
or lack of legal access, or Purchaser may terminate the Agreement. A failure
by Purchaser to give such written notice of termination within the time period
provided herein shall be deemed an election by Purchaser to accept the
Property with the encroachment, or projection, or lack of legal access.
V. INSPECTION PERIOD
5.01 Purchaser shall have one hundred and twenty (120) days from the date of this
Agreement, ("Inspection Period"), to determine through appropriate investigation
that:
1. Soil tests and engineering studies indicate that the Property can be developed
without any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the
development of the Property.
3. The Property is in compliance with all applicable State and Federal
environmental laws and the Property is free from any pollution or
contamination.
4. The Property can be utilized for its intended use and purpose in the
Conservation Collier program.
5.02 If Purchaser is not satisfied, for any reason whatsoever, with the results of
any investigation, Purchaser shall deliver to Seller prior to the expiration of the
Inspection Period, written notice of its intention to waive the applicable
contingencies or to terminate this Agreement. If Purchaser fails to notify the Seller
in writing of its specific objections as provided herein within the Inspection Period,
it shall be deemed that the Purchaser is satisfied with the results of its
investigations and the contingencies of this Article V shall be deemed waived. In
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
the event Purchaser elects to terminate this Agreement because of the right of
inspection, Purchaser shall deliver to Seller copies of all engineering reports and
environmental and soil testing results commissioned by Purchaser with respect to
the Property.
5.03 Purchaser and its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
conducting site analyses, soil borings and all other necessary investigation.
Purchaser shall, in performing such tests, use due care and shall indemnify Seller
on account of any loss or damages occasioned thereby and against any claim
made against Seller as a result of Purchaser's entry. Seller shall be notified by
Purchaser no less than twenty-four (24) hours prior to said inspection of the
Property.
VI. INSPECTION
6.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have
the right to inspect the Property at any time prior to the Closing.
VII. POSSESSION
7.01 Purchaser shall be entitled to full possession of the Property at Closing.
Vill. PRORATIONS
8.01 Ad valorem taxes next due and payable, after closing on the Property, shall
be prorated at Closing based upon the gross amount of the current year's taxes,
and shall be paid by Seller.
IX. TERMINATION AND REMEDIES
9.01 If Seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of
written notification of such failure, Purchaser may, at its option, terminate this
Agreement by giving written notice of termination to Seller. Purchaser shall have
the right to seek and enforce all rights and remedies available at law or in equity to
a contract vendee, including the right to seek specific performance of this
Agreement.
9.02 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies
to each of the parties and take into account the peculiar risks and expenses of
each of the parties.
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TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
10.01 Seller and Purchaser represent and warrant the following:
10.011 Seller and Purchaser have full right and authority to enter into and to
execute this Agreement and to undertake all actions and to perform all tasks
required of each hereunder. Seller is not presently the subject of a pending,
threatened or contemplated bankruptcy proceeding.
10.012 Seller has full right, power, and authority to own and operate the
Property, and to execute, deliver, and perform its obligations under this
Agreement and the instruments executed in connection herewith, and to
consummate the transaction contemplated hereby. All necessary
authorizations and approvals have been obtained authorizing Seller and
Purchaser to execute and consummate the transaction contemplated hereby.
At Closing, certified copies of such approvals shall be delivered to Purchaser
and/or Seller, if necessary.
10.013 The warranties set forth in this paragraph shall be true on the date of
this Agreement and as of the date of Closing. Purchaser's acceptance of a
deed to the said Property shall not be deemed to be full performance and
discharge of every agreement and obligation on the part of the Seller to be
performed pursuant to the provisions of this Agreement.
10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seller, at
law, equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other
property that could, if continued, adversely affect Seller's ability to sell the
Property to Purchaser according to the terms of this Agreement.
10.015 No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
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10.016 Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Seller shall not encumber or convey any portion of the
Property or any rights therein, nor enter into any agreements granting any
person or entity any rights with respect to the Property or any part thereof,
without first obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement which consent may be withheld by Purchaser for
any reason whatsoever.
10.017 Seller represents that there are no incinerators, septic tanks or
cesspools on the Property; all waste, if any, is discharged into a public sanitary
sewer system; Seller represents that they have (it has) no knowledge that any
pollutants are or have been discharged from the Property, directly or indirectly
into any body of water. Seller represents the Property has not been used for
the production, handling, storage, transportation, manufacture or disposal of
hazardous or toxic substances or wastes, as such terms are defined in
applicable laws and regulations, or any other activity that would have toxic
results, and no such hazardous or toxic substances are currently used in
connection with the operation of the Property, and there is no proceeding or
inquiry by any authority with respect thereto. Seller represents that they have
(it has) no knowledge that there is ground water contamination on the Property
or potential of ground water contamination from neighboring properties. Seller
represents no storage tanks for gasoline or any other substances are or were
located on the Property at any time during or prior to Seller's ownership
thereof. Seller represents none of the Property has been used as a sanitary
landfill.
10.018 Seller has no knowledge that the Property and Seller's operations
concerning the Property are in violation of any applicable Federal, State or
local statute, law or regulation, or of any notice from any governmental body
has been served upon Seller claiming any violation of any law, ordinance, code
or regulation or requiring or calling attention to the need for any work, repairs,
construction, alterations or installation on or in connection with the Property in
order to comply with any laws, ordinances, codes or regulation with which
Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way (other
than existing zoning regulations) that restrict or affect the use of the Property,
and there are no maintenance, construction, advertising, management,
leasing, employment, service or other contracts affecting the Property.
10.020 Seller has no knowledge that there are any suits, actions or arbitration,
bond issuances or proposals therefor, proposals for public improvement
assessments, pay -back agreements, paving agreements, road expansion or
improvement agreements, utility moratoriums, use moratoriums, improvement
moratoriums, administrative or other proceedings or governmental
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16.A.17.d
investigations or requirements, formal or informal, existing or pending or
threatened which affects the Property or which adversely affects Seller's ability
to perform hereunder; nor is there any other charge or expense upon or related
to the Property which has not been disclosed to Purchaser in writing prior to
the effective date of this Agreement.
10.021 Seller acknowledges and agrees that Purchaser is entering into this
Agreement based upon Seller's representations stated above and on the
understanding that Seller will not cause the zoning or physical condition of the
Property to change from its existing state on the effective date of this
Agreement up to and including the Date of Closing. Therefore, Seller agrees
not to enter into any contracts or agreements pertaining to or affecting the
Property and not to do any act or omit to perform any act which would change
the zoning or physical condition of the Property or the governmental
ordinances or laws governing same. Seller also agrees to notify Purchaser
promptly of any change in the facts contained in the foregoing representations
and of any notice or proposed change in the zoning, or any other action or
notice, that may be proposed or promulgated by any third parties or any
governmental authorities having jurisdiction of the development of the property
which may restrict or change any other condition of the Property.
10.022 At the Closing, Seller shall deliver to Purchaser a statement
(hereinafter called the "Closing Representative Statement") reasserting the
foregoing representations as of the Date of Closing, which provisions shall
survive the Closing.
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend
and hold Purchaser harmless from any and all costs (including attorney's fees)
asserted against, imposed on or incurred by Purchaser, directly or indirectly,
pursuant to or in connection with the application of any federal, state, local or
common law relating to pollution or protection of the environment which shall
be in accordance with, but not limited to, the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601,
et seq., ("CERCLA" or "Superfund"), which was amended and upgraded by the
Superfund Amendment and Reauthorization Act of 1986 ("SARA"), including
any amendments or successor in function to these acts. This provision and
the rights of Purchaser, hereunder, shall survive Closing and are not deemed
satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this
Agreement and the date of Closing shall be Seller's sole risk and expense.
XI. NOTICES
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11.01 Any notice, request, demand, instruction or other communication to be
given to either party hereunder shall be in writing, sent by facsimile with
automated confirmation of receipt, or by registered, or certified mail, return receipt
requested, postage prepaid, addressed as follows:
If to Purchaser: Summer Araque, Coordinator
Conservation Collier Program
Collier County Parks and Recreation Division
Public Services Department
Golden Gate Community Park
3300 Santa Barbara Blvd.
Naples, Florida 34116
With a copy to: Vivian Rodriguez, Property Acquisition Specialist
Collier County Real Property Management
3335 Tamiami Trail East, Suite 102
Naples, Florida 34112
Telephone number: 239-252- 8402
Fax number: 239-252-8876
If to Seller: Albert N. & Linda M. Fleming
478 Shubuta — EU Cutta
Shubuta, MS 39360
Telephone number: 601-687-1171
Fax Number: N/A
11.02 The addressees and numbers for the purpose of this Article may be
changed by either party by giving written notice of such change to the other party
in the manner provided herein. For the purpose of changing such addresses or
addressees only, unless and until such written notice is received, the last
addressee and respective address stated herein shall be deemed to continue in
effect for all purposes.
XII. REAL ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility
of the Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from
and against any claim or liability for commission or fees to any broker or any other
person or party claiming to have been engaged by Seller as a real estate broker,
salesman or representative, in connection with this Agreement. Seller agrees to
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
pay any and all commissions or fees at closing pursuant to the terms of a separate
agreement, if any.
XIII. MISCELLANEOUS
13.01 This Agreement may be executed in any manner of counterparts which
together shall constitute the agreement of the parties.
13.02 This Agreement and the terms and provisions hereof shall be effective as of
the date this Agreement is executed by both parties and shall inure to the benefit
of and be binding upon the parties hereto and their respective heirs, executors,
personal representatives, successors, successor trustee, and assignees
whenever the context so requires or admits.
13.03 Any amendment to this Agreement shall not bind any of the parties hereof
unless such amendment is in writing and executed and dated by Purchaser and
Seller. Any amendment to this Agreement shall be binding upon Purchaser and
Seller as soon as it has been executed by both parties.
13.04 Captions and section headings contained in this Agreement are for
convenience and reference only; in no way do they define, describe, extend or
limit the scope or intent of this Agreement or any provisions hereof.
13.05 All terms and words used in this Agreement, regardless of the number and
gender in which used, shall be deemed to include any other gender or number as
the context or the use thereof may require.
13.06 No waiver of any provision of this Agreement shall be effective unless it is in
writing signed by the party against whom it is asserted, and any waiver of any
provision of this Agreement shall be applicable only to the specific instance to
which it is related and shall not be deemed to be a continuing or future waiver as
to such provision or a waiver as to any other provision.
13.07 If any date specified in this Agreement falls on a Saturday, Sunday or legal
holiday, then the date to which such reference is made shall be extended to the
next succeeding business day.
13.08 Seller is aware of and understands that the 'offer" to purchase represented
by this Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida. This Agreement is subject to fund
availability and future appropriation. Should the funds not be available or able to
be used prior to closing the Purchaser or Seller may immediately terminate this
agreement without any payment of any kind to Seller.
13.09 If the Seller holds the Property in the form of a partnership, limited
partnership, corporation, trust or any form of representative capacity whatsoever
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CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
for others, Seller shall make a written public disclosure, according to Chapter 286,
Florida Statutes, under oath, of the name and address of every person having a
beneficial interest in the Property before Property held in such capacity is
conveyed to Collier County. (If the corporation is registered with the Federal
Securities Exchange Commission or registered pursuant to Chapter 517, Florida
Statutes, whose stock is for sale to the general public, it is hereby exempt from the
provisions of Chapter 286, Florida Statutes.)
13.10 This Agreement is governed and construed in accordance with the laws of
the State of Florida.
XIV. ENTIRE AGREEMENT
14.01 This Agreement and the exhibits attached hereto contain the entire
agreement between the parties, and no promise, representation, warranty or
covenant not included in this Agreement, or any such referenced agreements has
been or is being relied upon by either party. No modification or amendment of this
Agreement shall be of any force or effect unless made in writing and executed and
dated by both Purchaser and Seller. Time is of the essence of this Agreement.
IN WITNESS WHEREOF, the parties hereto have signed below.
Dated Project/Acquisition Approved by
BCC:
AS TO PURCHASER:
DATED:
ATTEST:
CRYSTAL K. KINZEL, Clerk
Of the Circuit Court and Comptroller
, Deputy Clerk
BOARD OF COUNTY COMMISSIONERS
COLLIER COUNTY, FLORIDA
RICK LOCASTRO, Chairman
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T
CONSERVATION COLLIER
TAX IDENTIFICATION NUMBER:41507000009
16.A.17.d
AS TO SELLER:
DATED: S a 3
TNESSES:
nature) ALBERT N. FLEMING
I \1
(Printed Name) I
(Sigrfature) _
ANn/c�
(Printed Name)
Approved as to form and legality:
Ronald T. Tomasko, Assistant County Attorney
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L DA M FLEMING
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EXHIBIT "A"
PROPERTY IDENTIFICATION NUMBER: 41507000009
LEGAL DESCRIPTION:
THE NORTH 105 FEET OF THE NORTH 180 FEET OF TRACT 77,
GOLDEN GATE ESTATES, UNIT NO. 91, ACCORDING TO THE MAP
OR PLAT THEREOF, AS RECORDED IN PLAT BOOK 5, PAGE 30, OF
THE PUBLIC RECORDS OF COLLIER COUNTY, FLORIDA.
1.64 acres
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16.A.17.d
EXECUTIVE SUMMARY
Recommendation to approve an Agreement for Sale and Purchase with Albert N. Fleming and Linda M.
Fleming, his wife, for a 1.64-acre parcel under the Conservation Collier Land Acquisition Program, at a cost
not to exceed $38,200.
OBJECTIVE: To purchase a 1.64-acre parcel from Albert N. Fleming and Linda M. Fleming (Seller) near the
Conservation Collier Dr. Robert H. Gore III Preserve.
CONSIDERATIONS: On January 25, 2022, Agenda Item #I IA, the Board of County Commissioners (Board)
approved a Conservation Collier Land Acquisition Advisory Committee (CCLAAC) recommended Cycle 10
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Active Acquisition List (AAL), with changes, and directed staff to actively pursue acquisition of the properties
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under the Conservation Collier Program.
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The Seller's property contains 1.64 acres and is located near the Dr. Robert H. Gore III Preserve located off Desoto
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Blvd. The property is within Golden Gate Estates, Unit 91. The Seller's property site is vacant, freshwater
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forested/shrub wetlands with one hundred percent (100%) hydric slough and depressional soils present.
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The recently approved Conservation Collier Purchasing Policy (Resolution No. 2023-10) requires if the estimated
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value of the property is less than $500,000, one appraisal report will be obtained, and the Offer Amount will be up
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to the appraised value. In accordance with the new Purchasing Policy, the purchase price of $37,500 was based
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upon one (1) independent, state -certified general real estate appraisal firm. The purchase price is 96% of appraised
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value. The total cost to obtain appraisals for the parcels in this area was $3,900.
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The CCLAAC approved this transaction on January 4, 2023 and voted to recommend Board approval.
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Pursuant to Ordinance #2007-65, Section 13(8), a Project Design Report for the property is provided herewith.
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FISCAL IMPACT: The total cost of acquisition will not exceed $38,200 ($37,500 for the property, and
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approximately $700 for the title commitment, title policy, and recording of documents). The funds will be
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withdrawn from the Conservation Collier Trust Fund (172). As of March 23, 2023, property costs for Conservation
2
Collier properties, including this property and those under contract, total $113,088,247. Estimated costs of
maintenance in perpetuity for this and all Cycle 10 A -list properties have been considered by the CCLAAC and
have been incorporated into the Conservation Collier Long Term Financial Management Plan that will ensure
management of all Conservation Collier Preserves in perpetuity. The initial costs of maintenance have been
provided in the Project Design Report (PDR) attached. The average annual per acre maintenance cost for the first
a.
five (5) years (initial maintenance costs) is $414/acre including exotic vegetation removal. The FY23 maintenance
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costs for the subject property are estimated at $1,020 and include exotic vegetation removal and signage. After
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initial restoration, the average maintenance costs by Conservation Collier are approximately $150 per acre.
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GROWTH MANAGEMENT IMPACT: Fee simple acquisition of conservation lands is consistent with and
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supports Policy 1.3.1(e) in the Conservation and Coastal Management Element of the Collier County Growth
Management Plan.
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LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for
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approval. - RTT
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RECOMMENDATION: That the Board of County Commissioners:
1) Approves the attached Agreement and accepts the Warranty Deed once it has been received and approved by the
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County Attorney's Office; 2) Authorizes the Chairman to execute the Agreement and any and all other County
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Attorney's Office approved documents related to this transaction; 3) Authorizes the County Manager or her
designee to prepare related vouchers and Warrants for payment; and 4) Directs the County Manager or her designee
Packet Pg. 746
16.A.17.d
to proceed to acquire this parcel, to follow all appropriate closing procedures, to record the deed and any and all
necessary documents to obtain clear title to this parcel, and to take all reasonable steps necessary to ensure
performance under the Agreement.
Prepared By: Jennifer A. Belpedio, Real Property Manager
ATTACHMENT(S)
1. Signed Agreement 12-16-2023 - Fleming (PDF)
2. Project Design Report - Fleming(PDF)
3. [linked] Appraisal Report - FLEMING (PDF)
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16.A.17.f
Conservation Collier Land Acquisition Program
Project Design Report
Fleming Property
Date: May 2023
Property Owner: Albert N and Linda M Fleming
Folios : 41507000009
Location: GOLDEN GATE EST UNIT 91 N 105FT OF TR 77
Size: 1.64 acres
Purchase Price: $37,500
History of Proiect:
Selected for the "A"
Selected for
Original
Original
Date of
Updated
category, #1
the "A"
Purchase
Offer
Updated
Offer
priority, on the
category, # 1
offer
Accepted
Offer
Accepted
Active Acquisition
priority, on
made to
List (AAL) by
AAL by BCC
owners
CCLAAC
12/9/2022
1/25/2022
9/22/2022
10/11/2022
2/17/2023
2/17/2023
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Purpose of Proiect: Environmental Conservation — Conservation Collier Program v
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Program Oualifications: ti
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This parcel is adjacent to the Dr. Robert H. Gore III Preserve. The Fleming parcel was considered
due to its proximity to an existing Conservation Collier preserve. The Fleming project met 5 out
of 6 Initial Screening Criteria identified in the Conservation Collier Ordinance, No. 2007-65, as E
amended, including presence of native habitat, potential for nature -based recreational and
educational opportunities, protection of water resource values and wetland dependent species
habitat, presence of significant biological/ecological values, listed species habitat, connectivity, a
and restoration potential.
Potential access for nature -based recreation, and enhancement of the aesthetic setting of Collier
County
This parcel offers access from Desoto Blvd. S. — a paved public road. This property could
accommodate outdoor recreation, particularly due to the proximity to the Dr. Robert H. Gore III
Preserve.
Opportunities for protection of water resource values, including aquifer recharge, water quality
enhancement, protection of wetland dependent species habitat, and flood control
The parcel has many wetland dependent plant species and contains karst topography, which is a
wetland indicator, despite soils that indicate that wetlands may also be seasonal. The parcel
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16.A.17.f
provides minimal water quality enhancement beyond accommodating sheet flow into the I-75
canal.
Property enhances and/or protect the environmental value of current conservation lands
through function as a buffer, ecological link, or habitat corridor
The Fleming parcel expands the Dr. Robert H. Gore III Preserve. This parcel, joined with many
others, could also permanently protect a corridor between North Belle Meade and the Florida
Panther National Wildlife Refuge.
Zoning, Growth Management and Land Use Overlays: The parcel is within the Northern
Golden Gate Estates. The zoning classification is Estates (E), a rural residential classification.
There are no additional land use overlays applicable.
Projected Management Activities: Projected management activities include the removal of
invasive plants, the development of a Land Management Plan, and continued development of
public access to selected portions of the preserve.
Estimated Management Costs:
Management
Element
2023
2024
2025
2026
2027
Exotics
$820
$656
$656
$656
$410
Signage
$200
Total
$1,020
$656
$656
$656
$410
SEE PAGES 3 AND 4 FOR AERIAL MAPS OF THE PARCEL.
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FLEMING, ALBERT N & LINDA M
Dr. Robert Gore III Preserve
Property Owner Accepted Offer
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16.A.17.g
AGREEMENT FOR SALE AND PURCHASE
THIS AGREEMENT is made and entered into by and between IVAN FESSER AND
ANN O. FESSER, whose mailing address is 450 Swan Ave, Miami Springs, FL 33166.
(hereinafter referred to as "Seller"), and COLLIER COUNTY, a political subdivision of
the State of Florida, its successors and assigns, whose address is 3335 Tamiami Trail
East, Suite 101, Naples, FL 34112, (hereinafter referred to as "Purchaser"),
W I T N E S S E T H
WHEREAS, Seller is the owner of that certain parcel of real property (hereinafter
referred to as "Property"), located in Collier County, State of Florida. and being more
particularly described ire Exhibit "A", attached hereto and made a part hereof by
reference.
WHEREAS, Purchaser is desirous of purchasing the Property, subject to the conditions
and other agreements hereinafter set forth, and Seller is agreeable to such sale and to
such conditions and agreements.
NOW, THEREFORE, and for and in consideration of the premises and the respective
undertakings of the parties hereinafter set forth and the sum of Ten Dollars ($10.00), the
receipt and sufficiency of which is hereby acknowledged, it is agreed as follows. -
AGREEMENT
1.01 In consideration of the purchase price and upon the terms and conditions
hereinafter set forth, Seller shall sell to Purchaser and Purchaser shall purchase
from Seller the Property, described in Exhibit "A".
11. PAYMENT OF PURCHASE PRICE
2.01 The purchase price (the "Purchase Price") for the Property shall be Fifty —
Three Thousand Nine Hundred Sixty Dollars and 001100 dollars (53,960.00),
(U.S. Currency) payable at time of closing.
Ill. CLOSING �undr�� "'5�4/
3.01 The Closing (THE "CLOSING DATE", "DATE rOFor"C9 LOSING", OR
CLOSING") of the transaction shall be held on or before
�24 days following execution of this Agreement by the Purchaser, or within thirty
(30) days of Purchaser's receipt of all closing documents whichever is the later.
64X1 The Closing shall be held at the Collier County Attorney's Office, Administration
Building, 3299 Tamiami Trail East, Naples, Florida. The procedure to be followed
by the parties in connection with the Closing shall be as follows;
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CONSERVATION COLLIER
TAX IDENTIFICATION NL ,R:39957520002
16.A.17.g
3.011 Seller shall convey a marketable title free of any liens, encumbrances,
exceptions. or qualifications. Marketable title shall be determined according to
applicable title standards adopted by the Florida Bar and in accordance with
law. At the Closing, the Seller shall cause to be delivered to the Purchaser
the items specified herein and the following documents and instruments duly
executed and acknowledged, in recordable form:
3.0111 Warranty Deed in favor of Purchaser conveying title to the
Property.. free and clear of all liens and encumbrances other than:
(a) The lien for current taxes and assessments.
(b) Such other easements. restrictions, or conditions of record.
3.0112 Combined Purchaser -Seller closing statement.
3.0113 A "Gap," Tax Proration, Owner's and Non -Foreign Affidavit," as
required by Section 1445 of the Internal Revenue Code and as required
by the title insurance underwriter in order to insure the "gap" and issue
the policy contemplated by the title insurance commitment.
3,0114 A W-9 Form, "Request for Taxpayer Identification and
Certification" as required by the Internal Revenue Service.
3.012 At the Closing, the Purchaser, or its assignee, shall cause to be delivered to
the Seller the following:
3.0121 A wire transfer or negotiable instrument in an amount equal to
the Purchase Price. No funds shall be disbursed to Seller until the Title
Company verifies that the state of the title to the Property has not
changed adversely since the date of the last endorsement to the
commitment, referenced in Section 4.011 thereto. and the Title Company
is irrevocably committed to pay the Purchase Price to Seller and to issue
the Owner's title policy to Purchaser in accordance with the commitment
immediately after the recording of the deed.
3.0122 Funds payable to the Seller representing the cash payment due
at Closing in accordance with Article III hereof, shall be subject to
adjustment for prorations as hereinafter set forth.
3.02 Each party shall be responsible for payment of its own attorney's fees. Seller,
at its sole cost and expense, shall pay at Closing all documentary stamp taxes due
relating to the recording of the Warranty Deed, in accordance with Chapter 201.01,
Florida Statutes. and the cost of recording any instruments necessary to clear
Seller's title to the Property. The cost of the Owner's Form B Title Policy, issued
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CONSERVATION COLLIER
16.A.17.g
TAX IDENTIFICATION NU�.R:39953520002
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pursuant to the Commitment provided for in Section 4.011 below, shall be paid by
Purchaser. The cost of the title commitment shall also be paid by Purchaser.
3.03 Purchaser shall pay for the cost of recording the Warranty Deed, Real
Property taxes shall be prorated based on the current year's tax with due
allowance made for maximum allowable discount, homestead and any other
applicable exemptions and paid by Seller. If Closing occurs at a date which the
current year's millage is not fixed, taxes will be prorated based upon such prior
year's millage.
IV. REQUIREMENTS AND CONDITIONS
4.01 Upon execution of this Agreement by both parties or at such other time as
specified within this Article, Purchaser and/or Seller, as the case may be, shall
perform the following within the times stated, which shall be conditions precedent
to the Closing;
4.011 Within fifteen (15) days after the date hereof, Purchaser shall obtain as
evidence of title an ALTA Commitment for an Owner's Title Insurance Policy
(ALTA Form B-1970) covering the Property, together with hard copies of all L)
exceptions shown thereon. Purchaser shall have thirty (30) days, following =
receipt of the title insurance commitment, to notify Seller in writing of any U
objection to title other than liens evidencing monetary obligations, if any,
which obligations shall be paid at closing. If the title commitment contains
exceptions that make the title unmarketable, Purchaser shall deliver to the co
Seller written notice of its intention to waive the applicable contingencies or to 1-
terminate this Agreement. F
4.012 If Purchaser shall fail to advise the Seller in writing of any such
objections in Seller's title in the manner herein required by this Agreement, the
title shall be deemed acceptable. Upon notification of Purchaser's objection to
title, Seller shall have thirty (30) days to remedy any defects in order to convey
good and marketable title, except for liens or monetary obligations which will
be satisfied at Closing. Seller, at its sole expense, shall use its best efforts to
make such title good and marketable. In the event Seller is unable to cure said
objections within said time period, Purchaser, by providing written notice to
Seller within seven (7) days after expiration of said thirty (30) day period, may
accept title as it then is, waiving any objection; or Purchaser may terminate the
Agreement. A failure by Purchaser to give such written notice of termination
within the time period provided herein shall be deemed an election by
Purchaser to accept the exceptions to title as shown in the title commitment.
4.013 Seller agrees to furnish any existing surveys of the Property in Seller's
possession to Purchaser within 10 (ten) days of the effective date of this
Agreement. Purchaser shall have the option, at its own expense, to obtain a
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16.A.17.g
current survey of the Property prepared by a surveyor licensed by the State of
Florida. No adjustments to the Purchase Price shall be made based upon any
change to the total acreage referenced in Exhibit "A," unless the difference in
acreage revealed by survey exceeds 5% of the overall acreage. If the survey
provided by Seller or obtained by Purchaser, as certified by a registered
Florida surveyor, shows. (a) an encroachment onto the property; or (b) that an
improvement located on the Property projects onto lands of others, or (c) lack
of legal access to a public roadway, the Purchaser shall notify the Seller in
writing of such encroachment, projection, or lack of legal access, and Seller
shall have the option of curing said encroachment or projection, or obtaining
legal access to the Property from a public roadway, within sixty (60) days of
receipt of said written notice from Purchaser. Purchaser shall have ninety (90)
days from the effective date of this Agreement to notify Seller of any such
objections. Should Seller elect not to or be unable to remove the
encroachment, projection, or provide legal access to the property within said
sixty (60) day period, Purchaser, by providing written notice to Seller within
seven (7) days after expiration of said sixty (60) day period, may accept the
Property as it then is, waiving any objection to the encroachment, or projection,
or lack of legal access, or Purchaser may terminate the Agreement. A failure
by Purchaser to give such written notice of termination within the time period
provided herein shall be deemed an election by Purchaser to accept the
Property with the encroachment, or projection, or lack of legal access.
V. INSPECTION PERIOD
5.01 Purchaser shall have one hundred and twenty (120) days from the date of this
Agreement, [NO-TE-:----CHECK AFL-INSPECTIONLOSING-
�f" sAT ] ("Inspection Period"), to determine through appropriate investigation that:
1. Soil tests and engineering studies indicate that the Property can be developed
without any abnormal demucking, soil stabilization or foundations.
2. There are no abnormal drainage or environmental requirements to the
development of the Property.
3. The Property is in compliance with all applicable State and Federal
environmental laws and the Property is free from any pollution or
contamination.
4. The Property can be utilized for its intended use and purpose in the
Conservation Collier program.
5,02 If Purchaser is not satisfied, for any reason whatsoever, with the results of
any investigation, Purchaser shall deliver to Seller prior to the expiration of the
Inspection Period, written notice of its intention to waive the applicable
contingencies or to terminate this Agreement. If Purchaser fails to notify the Seller
in writing of its specific objections as provided herein within the Inspection Period,
it shall be deemed that the Purchaser is satisfied with the results of its
investigations and the contingencies of this Article V shall be deemed waived. In
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the event Purchaser elects to terminate this Agreement because of the right of
inspection. Purchaser shall deliver to Seller copies of all engineering reports and
environmental and soil testing results commissioned by Purchaser with respect to
the Property.
5.03 Purchaser and its agents, employees and servants shall, at their own risk and
expense, have the right to go upon the Property for the purpose of surveying and
conducting site analyses, soil borings and all other necessary investigation.
Purchaser shall, in performing such tests, use due care and shall indemnify Seller
on account of any loss or damages occasioned thereby and against any claim
made against Seller as a result of Purchaser's entry. Seller shall be notified by
Purchaser no less than twenty-four (24) hours prior to said inspection of the
Property.
VI. INSPECTION
6.01 Seller acknowledges that the Purchaser, or its authorized agents, shall have
the right to inspect the Property at any time prior to the Closing.
VI1. POSSESSION
7.01 Purchaser shall be entitled to full possession of the Property at Closing.
VIII_ PRORATIONS
8.01 Ad valorem taxes next due and payable, after closing on the Property, shall
be prorated at Closing based upon the gross amount of 2023 taxes, and shall be
paid by Seller.
IX. TERMINATION AND REMEDIES
9.01 If Seller shall have failed to perform any of the covenants and/or agreements
contained herein which are to be performed by Seller, within ten (10) days of
written notification of such failure, Purchaser may, at its option, terminate this
Agreement by giving written notice of termination to Seller. Purchaser shall have
the right to seek and enforce all rights and remedies available at law or in equity to
a contract vendee, including the right to seek specific performance of this
Agreement.
9. n- # +.r+1,- user h2 g motet-#e
provisions authorizing such termination, and Purchaser fails�of
�"�he
/�j� �-,,• transaction contemplated hereby or otherwise fails to ane terms,
L l�` .�_ covenants and conditions of this Agreem as required on the part of Purchaser
A7 Z F to be performed, provided not in default, then as Seller's sole remedy,
Seller shall ha g t to terminate and cancel this Agreement by giving written
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price-.shall_be_.pa ick)-shall.he SelleE�s-sole-arid
exe�u`3'ive-+eale-dy,�and neither party shall have any further liability or obligation to
the other except as` aragraph 12.01, (Real Estate Brokers). hereof.
The parties acknowledge and agree s actual damages in the event of
Purchaser's default are uncertain in amount and di Rcu ain, and that said
amount of liquidated damages was reasonably determined by mutua t
_bOUNG-0-M 1110 padies, apd said sum -was Qnt intended to be a penalty On nature
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9-&3 The parties acknowledge that the remedies described herein and in the other
provisions of this Agreement provide mutually satisfactory and sufficient remedies
to each of the parties and take into account the peculiar risks and expenses of
each of the parties.
X. SELLER'S AND PURCHASER'S REPRESENTATIONS AND WARRANTIES
10.01 Seller and Purchaser represent and warrant the following:
10.011 Seller and Purchaser have full right and authority to enter into and to
execute this Agreement and to undertake all actions and to perform all tasks
required of each hereunder. Seller is not presently the subject of a pending,
threatened or contemplated bankruptcy proceeding.
10.012 Seller has full right, power, and authority to own and operate the
Property, and to execute, deliver, and perform its obligations under this
Agreement and the instruments executed in connection herewith, and to
consummate the transaction contemplated hereby. All necessary
authorizations and approvals have been obtained authorizing Seller and
Purchaser to execute and consummate the transaction contemplated hereby.
At Closing, certified copies of such approvals shall be delivered to Purchaser
and/or Seller, if necessary.
10.013 The warranties set forth in this paragraph shall be true on the date of
this Agreement and as of the date of Closing. Purchaser's acceptance of a
deed to the said Property shall not be deemed to be full performance and
discharge of every agreement and obligation on the part of the Seller to be
performed pursuant to the provisions of this Agreement.
10.014 Seller represents that it has no knowledge of any actions, suits, claims,
proceedings, litigation or investigations pending or threatened against Seller, at
law, equity or in arbitration before or by any federal, state, municipal or other
governmental instrumentality that relate to this agreement or any other
property that could, if continued, adversely affect Seller's ability to sell the
Property to Purchaser according to the terms of this Agreement.
10 015 No party or person other than Purchaser has any right or option to
acquire the Property or any portion thereof.
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CONSERVATION COLLIER 16.A.17.g
TAX IDENTIFICATION NU]�:39957520002 -�
10.016 Until the date fixed for Closing, so long as this Agreement remains in
force and effect, Seller shall not encumber or convey any portion of the
Property or any rights therein, nor enter into any agreements granting any
person or entity any rights with respect to the Property or any part thereof,
without first obtaining the written consent of Purchaser to such conveyance,
encumbrance, or agreement which consent may be withheld by Purchaser for
any reason whatsoever.
10.017 Seiler represents that there are no incinerators, septic tanks or
o
cesspools on the Property; all waste, if any, is discharged into a public sanitary
sewer system; Seller represents that they have (it has) no knowledge that any
pollutants are or have been discharged from the Property, directly or indirectly
=
into any body of water. Seller represents the Property has not been used for
the production, handling, storage, transportation, manufacture or disposal of
06
hazardous or toxic substances or wastes, as such terms are defined in
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applicable laws and regulations, or any other activity that would have toxic
results. and no such hazardous or toxic substances are currently used in
connection with the operation of the Property.. and there is no proceeding or
inquiry by any authority with respect thereto. Seller represents that they have
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(it has) no knowledge that there is ground water contamination on the Property
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or potential of ground water contamination from neighboring properties. Seller
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represents no storage tanks for gasoline or any other substances are or were
located on the Property at any time during or prior to Seller's ownership
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thereof. Seller represents none of the Property has been used as a sanitary
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landfill.
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10.018 Seller has no knowledge that the Property and Seller's operations
concerning the Property are in violation of any applicable Federal, State or
local statute, law or regulation, or of any notice from any governmental body
has been served upon Seller claiming any violation of any law, ordinance, code
or regulation or requiring or calling attention to the need for any work, repairs.
construction, alterations or installation on or in connection with the Property in
order to comply with any laws, ordinances, codes or regulation with which
Seller has not complied.
10.019 There are no unrecorded restrictions, easements or rights of way (other
than existing zoning regulations) that restrict or affect the use of the Property,
and there are no maintenance, construction, advertising. management,
leasing, employment, service or other contracts affecting the Property.
10.020 Seller has no knowledge that there are any suits, actions or arbitration,
bond issuances or proposals therefor, proposals for public improvement
assessments, pay -back agreements, paving agreements, road expansion or
improvement agreements, utility moratoriums, use moratoriums, improvement
moratoriums, administrative or other proceedings or governmental
Packet Pg. 758
CONSERVATION COLLIER
TAX IDENTIFICATION NU�R:39957520002
16.A.17.g
investigations or requirements, formal or informal, existing or pending or
threatened which affects the Property or which adversely affects Seller's ability
to perform hereunder; nor is there any other charge or expense upon or related
to the Property which has not been disclosed to Purchaser in writing prior to
the effective date of this Agreement.
10.021 Seller acknowledges and agrees that Purchaser is entering into this
Agreement based upon Seller's representations stated above and on the
understanding that Seller will not cause the zoning or physical condition of the
Property to change from its existing state on the effective date of this
Agreement up to and including the Date of Closing. Therefore, Seller agrees
not to enter into any contracts or agreements pertaining to or affecting the
Property and not to do any act or omit to perform any act which would change
the zoning or physical condition of the Property or the governmental
ordinances or laws governing same. Seller also agrees to notify Purchaser
promptly of any change in the facts contained in the foregoing representations
and of any notice or proposed change in the zoning, or any other action or
notice, that may be proposed or promulgated by any third parties or any
governmental authorities having jurisdiction of the development of the property
which may restrict or change any other condition of the Property.
10.022 At the Closing, Seller shall deliver to Purchaser a statement
(hereinafter called the "Closing Representative Statement") reasserting the
foregoing representations as of the Date of Closing, which provisions shall
survive the Closing.
10.023 Seller represents, warrants and agrees to indemnify, reimburse, defend
and hold Purchaser harmless from any and all costs (including attorney's fees)
asserted against, imposed on or incurred by Purchaser, directly or indirectly,
pursuant to or in connection with the application of any federal, state, local or
common law relating to pollution or protection of the environment which shall
be in accordance with, but not limited to, the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601,
et seq., ("CERCLA" or "Superfund"), which was amended and upgraded by the
Superfund Amendment and Reauthorization Act of 1986 ("SARA"), including
any amendments or successor in function to these acts. This provision and
the rights of Purchaser, hereunder, shall survive Closing and are not deemed
satisfied by conveyance of title.
10.024 Any loss and/or damage to the Property between the date of this
Agreement and the date of Closing shall be Seller's sole risk and expense.
XI. NOTICES
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TAX IDENTIFICATION NU'' R:39957520002
11.01 Any notice, request, demand, instruction or other communication to be
given to either party hereunder shall be in writing, sent by facsimile with
automated confirmation of receipt, or by registered, or certified mail, return receipt
requested, postage prepaid, addressed as follows:
If to Purchaser: Summer Araque, Coordinator
Conservation Collier Program
Collier County Parks and Recreation Division
Public Services Department
Golden Gate Community Park
3300 Santa Barbara Blvd.
Naples, Florida 34116
With a copy to: Nurth Jacobo, Property Acquisition Specialist
Collier County Real Property Management
3335 Tamiami Trail East, Suite 101
Naples, Florida 34112
Telephone number; 239-252- 7609
Fax number: 239-252-8876
If to Seller: Ivan Fesser —
Ann O. Fesser
450 Swan Ave
Miami Springs, FL 33166
Telephone number: 786-227-4284
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Fax Number: NIA
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11.02 The addressees and numbers for the purpose of this Article may be
changed by either party by giving written notice of such change to the other party
in the manner provided herein. For the purpose of changing such addresses or
addressees only, unless and until such written notice is received, the last
addressee and respective address stated herein shall be deemed to continue in
effect for all purposes.
XII. REAL ESTATE BROKERS
12.01 Any and all brokerage commissions or fees shall be the sole responsibility
of the Seller. Seller shall indemnify Purchaser and hold Purchaser harmless from
and against any claim or liability for commission or fees to any broker or any other
person or party claiming to have been engaged by Seller as a real estate broker,
it
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CONSERVATION COLLIER 16.A.17.g
TAX IDENTIFICATION NUJ R:39957520002
salesman or representative, in connection with this Agreement. Seller agrees to
pay any and all commissions or fees at closing pursuant to the terms of a separate
agreement, if any.
XIII. MISCELLANEOUS
13.01 This Agreement may be executed in any manner of counterparts which
together shall constitute the agreement of the parties.
13.02 This Agreement and the terms and provisions hereof shall be effective as of
the date this Agreement is executed by both parties and shall inure to the benefit
of and be binding upon the parties hereto and their respective heirs, executors,
personal representatives, successors, successor trustee, and assignees
whenever the context so requires or admits.
13.03 Any amendment to this Agreement shall not bind any of the parties hereof
unless such amendment is in writing and executed and dated by Purchaser and
Seller. Any amendment to this Agreement shall be binding upon Purchaser and
Seller as soon as it has been executed by both parties.
13.04 Captions and section headings contained in this Agreement are for —
convenience and reference only; in no way do they define, describe, extend or 0
limit the scope or intent of this Agreement or any provisions hereof. 6
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13.05 All terms and words used in this Agreement, regardless of the number and
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gender in which used, shall be deemed to include any other gender or number as ti
the context or the use thereof may require.LO
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13.06 No waiver of any provision of this Agreement shall be effective unless it is in
writing signed by the party against whom it is asserted, and any waiver of any
provision of this Agreement shall be applicable only to the specific instance to
which it is related and shall not be deemed to be a continuing or future waiver as
to such provision or a waiver as to any other provision.
13.07 If any date specified in this Agreement falls on a Saturday, Sunday or legal
holiday, then the date to which such reference is made shall be extended to the
next succeeding business day.
13.08 Seller is aware of and understands that the "offer" to purchase represented
by this Agreement is subject to acceptance and approval by the Board of County
Commissioners of Collier County, Florida. This Agreement is subject to fund
availability and future appropriation. Should the funds not be available or able to
be used prior to closing the Purchaser or Seller may immediately terminate this
agreement without any payment of any kind to Seller.
Packet Pg. 761
CONSERVATION COLLIER
TAX IDENTIFICATION NU' R:39957520002 16.A.17.g
13.09 If the Seller holds the Property in the form of a partnership, limited
partnership, corporation, trust or any form of representative capacity whatsoever
for others, Seller shall make a written public disclosure, according to Chapter 286,
Florida Statutes, under oath, of the name and address of every person having a
beneficial interest in the Property before Property held in such capacity is
conveyed to Collier County. (If the corporation is registered with the Federal
Securities Exchange Commission or registered pursuant to Chapter 517, Florida
Statutes, whose stock is for sale to the general public, it is hereby exempt from the
provisions of Chapter 286, Florida Statutes.)
13.10 This Agreement is governed and construed in accordance with the laws of
the State of Florida.
XIV. ENTIRE AGREEMENT
14.01 This Agreement and the exhibits attached hereto contain the entire o
agreement between the parties, and no promise, representation, warranty or
covenant not included in this Agreement, or any such referenced agreements hasCD
been or is being relied upon by either party. No modification or amendment of this
Agreement shall be of any force or effect unless made in writing and executed and
dated by both Purchaser and Seller. Time is of the essence of this Agreement. =
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IN WITNESS WHEREOF, the parties hereto have signed below. 0
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Dated Project/Acquisition Approved by
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AS TO PURCHASER: LL
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DATED:
ATTEST: BOARD OF COUNTY COMMISSIONERS
CRYSTAL K. KINZEL, Clerk COLLIER COUNTY, FLORIDA
Of the Circuit Court and Comptroller
BY:
Deputy Clerk Rick LoCastro., Chairman
Approved as to form and legality:
Ronald T. Tomasko, Assistant County Attorney �� a
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CONSERVATION COLLIER ---
TAX IDENTIFICATION NUMBER:41504040004
iM
16.A.17.g
AS TO SELLER:
DATED: 7 % Z 11 Z,' 3
WITNESSES:
(Signature)
SIt,QiA &A-LO-z
(Printed Name)
rPcLr
(Signaturvr�va.
(Printed Name)
12
BY:
Ann Q. Fesser
BY:
Ivan esser
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uState ofFlooda
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CONSERVATION COLLIER,"
Property Identification No. 39957520002
EXHIBIT "A"
PROPERTY IDENTIFICATION NUMBER; 39957520002
LEGAL DESCRIPTION:
THE WEST 150 FEET OF TRACT 63, UNIT 65, GOLDEN GATE
ESTATES, ACCORDING TO PLAT THEREOF RECORDED IN PLAT
BOOK 5, PAGE 88 IN THE PUBLIC RECORDS OF COLLIER COUNTY,
FLORIDA.
2.27 acres
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Conservation Collier Land Acquisition Program
Project Design Report
Fesser Property
Date: May 2023
Property Owner(s): Ivan and Ann O. Fesser
Folio: 39957520002
Location: GOLDEN GATE EST UNIT 65 W 150FT OF TR 63
Size: 2.27 acres
Purchase Price: $53,960
History of Proiect:
Selected for the
AAL most
Letter sent to
Original
Date of
Updated
"A" category, #1
recently
Winchester
Offer
Updated
Offer
priority, on the
approved
Head owners
Accepted
Offer
Accepted
Active Acquisition
by BCC
List (AAL) by
CCLAAC
12/15/04
1/25/22
9/20/22
10/12/22
2/21/23
2/22/23
Purpose of Proiect: Environmental Conservation — Conservation Collier Program
Program Oualifications:
The Fesser parcel is within the Winchester Head multi -parcel project. Winchester Head is
an undeveloped depressional cypress head and marsh wetland located in NGGE in Units
62 and 65. Using aerial photographs, elevation data, soil maps and public input, a total of
115 parcels (158.67 acres) were identified as being important for acquisition. Selected
parcels include wetlands and small areas of upland buffers on parcels which are more than
half wetland. The entire project site is within North Golden Gate Estates, identified within
the Conservation Collier Ordinance (Ord. No. 2002-63, as amended) as a Target Protection
Area.
One important reason for the selection of Winchester Head as a conservation target is that
this area functions to provide floodplain storage for surrounding home sites during high
rainy season. These types of depressional storage areas were included in the water
management models for the Golden Gate canal system done by the Big Cypress Basin,
South Florida Water Management District and are a component of flood control for the
area. Winchester Head has also been targeted for future watershed improvement projects
(North Golden Gate Flowway Restoration Project) in the County's Watershed
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Management Plan. At this time, Conservation Collier owns 95.84 acres out of a total of
158.67 acres, or 60% of the project area.
Additional program criteria that would be satisfied by this acquisition include protection
of surface and ground water resources, protection of wetland dependent species habitat,
and good potential for restoration. This parcel is primarily cypress forest with a sparse
canopy of large trees, an understory of swamp fern, royal fern, and saw grass, with a low
midstory of coastal plain willow, dahoon holly, and button bush. There is a low infestation
of Brazilian pepper and old-world climbing fern. A paved public road (39th Ave NE)
provides access to the parcel and allows the property to be readily viewed.
Zoning, Growth Management and Land Use Overlays: The Winchester Head project
parcels are entirely within the Northern Golden Gate Estates. The zoning classification for
all the parcels is Estates (E), a rural residential classification. There are no additional land
use overlays applicable.
Projected Management Activities:
Active management of the entire project area is not feasible until a significant contiguous
area can be acquired. While Winchester Head as a whole is relatively free of exotic plants,
ongoing control is done annually or as needed. Exotic maintenance should be minimal and
will be included in the management budget for the overall Winchester Head project. Most
of the project area for Winchester Head is wetlands, and trails are not feasible. A raised
boardwalk would be the best public access opportunity; however, this will not be
considered until sometime well into the future of the project when more parcels are
acquired. Nature photography and bird watching from roadways are two activities that can
occur at present. Currently, the three roads (371h, 39th, and 41s' Streets NE) provide paved
access to the project area but the only parking is the road right-of-way. At present, a visitor
parking area is not available but could be constructed in the future. An educational kiosk
can be placed along one of the roads through the project containing information on
wetlands and on the preservation of the area. Signs can be placed at boundaries along the
roadways.
Estimated Management Costs:
Management
Element
2023
2024
2025
2026
2027
Exotics
$681
$454
$454
$454
$341
Signage
$200
Total
$881
$454
$454
$454
$341
SEE PAGES 3 AND 4 FOR AERIAL MAPS OF THE PARCEL.
2
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Miles
FESSER, IVAN
Property Owner Accepted Offer
Winchester Head Preserve
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Co Lien County
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1.64 ACRES OF VACANT LAND
UNASSIGNED
Corner of 38t' Ave SE and Desoto Blvd
NAPLE , FLORIDA 34117
Prepared For:
Colliei- County Board of
Commissioners
Attention: Roosevelt Leonard, R/ -
AC, Senior Review Appraiser
Real Property Management
3335 Tami:ami Trail East, Suite 101
Naples, Florida .34112
Prepared By:
11
1919 Courtney Drive, Suit-. 1-4
Fort Myers, FL 33901
(239) 936-1991
www. ca rl so n norris. coM
I
August 12, 2022
Collier County Board of Commissioners
Attention: Roosevelt Leonard, R/W-AC, Senior Review Appraiser
Real Property Management
3335 Tamiami Trail East, Suite 101
Naples, Florida 34112
Re: 1.64 Acres of Vacant Land
Corner of 38'h Ave SE and Desoto Blvd S
Naples, Florida 34117
Our File Number: 22-179-4A
PO #4500217055
Dear Mr. Leonard,
At your request and authorization, Carlson, Norris and Associates, Inc. have prepared an appraisal
presented in an Appraisal Report of the market value for the above referenced real property. Per
the request of the client, we have provided the market value of the subject on an As -Is basis. The
interest appraised includes the fee simple estate of the subject property.
The subject property is vacant land located on the corner of Desoto Blvd S and 38'h Ave SE, north
of I-75 in Naples, Florida. The site is rectangular in shape and contains 1.64 acres or 71,438
square feet. The site is vacant, fully wooded and 100% forested/shrub wetlands with the east 2/3
of the property being hydric slough soils. There are no building improvements. The site will be
more fully described within the body of the attached report.
Data, information, and calculations leading to the value conclusion are incorporated in the report
following this letter. The report, in its entirety, including all assumptions and limiting conditions, is
an integral part of, and inseparable from, this letter. Any special assumptions and limiting
considerations were especially noted in Section 7 of this report. Your attention is directed to these
General Assumptions and Limiting Conditions which are part of this report.
The following appraisal sets forth the most pertinent data gathered, the techniques employed, and
the reasoning leading to the opinion of value. The analyses, opinions and conclusions were
developed based on, and this report has been prepared in conformance with, our interpretation of
the guidelines and recommendations set forth in the Uniform Standards of Professional Appraisal
Practice (USPAP) of the Appraisal Foundation, the requirements of the Code of Professional
Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute, the Financial
Institutions Reform, Recovery, and Enforcement Act of 1989 (FIRREA) and Title XI Regulations
1919 Courtney Drive I Fort Myers, FL 339011 Phone 239.936.1991 1 www.carlsonnorris.com
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
August 12, 2022
Page 2
Carlson, Norris and Associates, Inc. does not authorize the out -of -context quoting from or partial
reprinting of this appraisal report. Further, neither all nor any part of this appraisal report shall be
disseminated to the general public by the use of media for public communication without the prior
written consent of the appraiser signing this report.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
FORTY-FOUR THOUSAND DOLLARS...................................................................... ($44,000.00).
PLEASE NOTE: The Novel Coronavirus (COVID-19) outbreak, declared by the World Health
Organization as a global health emergency on 1-30-2020, is causing heightening uncertainty in
local, national and global markets. This outbreak was identified as a pandemic on 3-11-2020 and
further classified as a National Emergency on 3-13-2020. Worldwide cases of COVID-19 have
been identified and the scope of this crisis has expanded. Travel and "shelter in place" restrictions
have been implemented to "blunt the curve" of infections and stem the scale and longevity of this
outbreak. A prolonged medical and economic crisis may have a significant, yet unquantifiable
impact on real estate markets.
The information provided within this appraisal is based on market data available at this juncture
(date of value and date of the report). However, due to the significant uncertainty in property and
capital markets, as well as the rapid unfolding of this event, it is indeterminable for the appraiser to
quantify and assess the impact that this outbreak has had/or will have on real estate property
values. Values and incomes may change more quickly and significantly than during more typical
market conditions.
It should be emphasized that the results of this appraisal analysis and the value
conclusions reported herein are based on the effective date of the appraisal and the
appraiser makes no representation as to the effect on the subject property of any
unforeseen event subsequent to the effective date.
Please refer to the attached appraisal report, plus exhibits, for documentation of the value
estimates contained herein. It has been a pleasure to assist you in this assignment. If you have
any questions concerning the analysis, or if Carlson, Norris and Associates can be of further
service, please contact us.
Respectfully submitted,
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
SUBJECT AERIAL PHOTOGRAPH
1.64 ACRES OF VACANT LAND
CORNER OF38t" AVE SE AND DESOTO BLVD S
NAPLES, FLORIDA 34117
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
TABLE OF CONTENTS
SUBJECT AERIAL PHOTOGRAPH............................................................................................................1
SECTION 1 - SUMMARY OF SALIENT FACTS........................................................................3
SECTION 2 - PREMISES OF THE APPRAISAL.......................................................................5
INTENDED USE AND USER OF APPRAISAL........................................................................................................ 5
SCOPEOF WORK..............................................................................................................................................
5
SALESHISTORY................................................................................................................................................8
VALUATIONHISTORY........................................................................................................................................9
APPRAISAL ANALYSIS AND REPORT TYPE........................................................................................................9
EXPOSURETIME...............................................................................................................................................9
MARKETINGTIME............................................................................................................................................10
SECTION 3 - DESCRIPTION OF REAL ESTATE APPRAISED................................................12
COLLIER COUNTY AREA ANALYSIS................................................................................................................12
LOCATIONMAP...............................................................................................................................................26
MARKET AREA DESCRIPTION.........................................................................................................................27
LEGALDESCRIPTION......................................................................................................................................30
OWNEROF RECORD.......................................................................................................................................31
ASSESSEDVALUE AND TAXES.......................................................................................................................31
SITEDESCRIPTION..........................................................................................................................................31
SUBJECT PROPERTY PHOTOGRAPHS.............................................................................................................37
SECTION 4 - HIGHEST AND BEST USE ANALYSIS.............................................................39
HIGHEST AND BEST USE AS THOUGH VACANT...............................................................................................39
SECTION 5 - VALUATION OF THE SUBJECT......................................................................41
VALUE ESTIMATE BY THE COST APPROACH..................................................................................................41
VALUE ESTIMATE BY THE INCOME APPROACH..............................................................................................41
VALUE ESTIMATE BY THE SALES COMPARISON APPROACH.........................................................................41
SECTION 6 - RECONCILIATION OF VALUE.........................................................................57
SUMMARY OF VALUE CONCLUSIONS..............................................................................................................57
SECTION 7 - CERTIFICATION AND LIMITING CONDITIONS..................................................58
CERTIFICATION OF MICHAEL JONAS, MAI, AI-GRS, CCIM...........................................................................58
GENERAL ASSUMPTIONS & LIMITING CONDITIONS.........................................................................................60
SECTION 8 -ADDENDA ....................................................................................................65
SUBJECT SPECIAL WARRANTY DEED.....................................................................................66
FDEPMAP....................................................................................................................68
WETLANDSMAP.............................................................................................................................................69
SOILMAP.......................................................................................................................................................70
FLOODMAP....................................................................................................................................................71
APPRAISERLICENSE......................................................................................................................................72
QUALIFICATIONS OF MICHAEL JONAS, MAI, AI-GRS, CCIM.........................................................................73
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 1 - Summary of Salient Facts
Property Reference: 41506760007
Property Type: Vacant Land
Property Address: Unassigned, Corner of 3811 Ave SE and Desoto Blvd S
Naples, Florida 34117
Report Format:
Appraisal Report
Date Of Inspection:
August 1, 2022
Date Of Value:
August 1, 2022
Date Of Report:
August 12, 2022
Real Estate Interest
Appraised:
Fee Simple
Purpose Of Appraisal: The purpose of this appraisal is to provide our estimate of the
"as is" market value of the fee simple interest of the subject
property for our client according to the reporting standards of the
Uniform Standards of Professional Appraisal Practice (USPAP),
and subject to the extraordinary assumptions stated herein.
Use of the Appraisal: The intended use of the appraisal is to assist the user, the
Collier County Board of County Commissioners, in the potential
acquisition of the subject property.
Intended Users: The intended user of this appraisal is the Collier County Board of
County Commissioners.
Appraisal Client: The client for this appraisal assignment is the Collier County
Board of County Commissioners.
Location: The property is located on the corner of 381h Ave SE and Desoto
Blvd S, north of 1-75 in Naples, Florida. The subject property can
be found in Section 33, Township 49, Range 28, in Collier
County, Florida.
Site Description: The site is rectangular in shape, contains 71,438 square feet or
1.64 acres. The site is fully wooded and is made up of 100%
Freshwater Forested/Shrub Wetlands according to the National
Wetlands Inventory map. In addition, the USDA Web Soil
Survey Map shows 42% Brynwood fine sand -urban complex
and 58% Brynwood Cypress Lake fine sands present for the
subject. The FDEP informal wetland determination map
provided by the client indicates the east 2/3 portion of the
property or 67% is hydric slough soils. The property is currently
vacant and unimproved. The site will be more fully described
within the body of the attached report.
K
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Comprehensive Land Use
Plan Designation: Estates Designation
Zoning Classification: E-Estates
Highest And Best Use As The highest and best use for the site would be for low density
Vacant: residential development consistent with the comprehensive land
use plan classification and zoning classification affecting the
property.
Highest And Best Use As The subject property is a vacant unimproved parcel and as such
Improved: an analysis of the site as improved is not appropriate in this
analysis.
Market Value Indications Cost Approach: Not Applicable
"As Is": Income Capitalization Approach: Not Applicable
Sales Comparison Approach: $44,000
Market Value Estimate as
of August 1, 2022:
Appraisal Firm:
Appraisers Completing
Report:
$44,000
Carlson, Norris and Associates, Inc.
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
• I, Michael Jonas, the supervisory appraiser of a registered trainee appraiser who
contributed to the development or communication of this appraisal, hereby accept
complete responsibility for any work performed by the registered trainee appraiser named
in this report as if it were my own work.
• Hannah Dwyer, State -Registered Appraiser Trainee R125089, contributed to the
development of the appraisal report in the form of 45 hours. She assisted on the property
inspection, compiled property information, assisted in the highest and best use,
researched and analyzed comparable sale and contributed in the writing of the appraisal
report.
• As of the date of this report, Michael Jonas has completed the requirements of the
continuing education program if the State of Florida, and for the Designated Members of
the Appraisal Institute. As of the date of this report, Hannah Dwyer has completed the
requirements of the continuing education program of the State of Florida.
4
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 2 - Premise of the Appraisal
Purpose of Appraisal: The purpose of this appraisal is to estimate the market value of the fee
simple interest of the subject property described on an "as is" basis, under the reporting
requirements of the Uniform Standards of Professional Appraisal Practice (USPAP), as defined by
the Appraisal Foundation.
Use of the Appraisal: The intended use of this appraisal is the user, the Collier County Board of
County Commissioners, in the potential acquisition of the subject property.
Intended User of Appraisal: The intended user of the appraisal is the Collier County Board of
County Commissioners.
Client: The client for this report is the Collier County Board of County Commissioners.
Competency of Appraiser: The appraisers' specific qualifications are included within this report.
These qualifications serve as evidence of their competence for the completion of this appraisal
assignment in compliance with the competency provision contained within the Uniform Standards
of Professional Appraisal Practice as promulgated by the Appraisal Standards Board of the
Appraisal Foundation. The appraisers' knowledge and experience, combined with their
professional qualifications, are commensurate with the complexity of this assignment based on the
following:
• Professional experience
• Educational background and training
• Business, professional, academic affiliations and activities
The appraiser has previously provided consultation and value estimates for vacant parcels located
throughout Southwest Florida.
Scope of Work: The Uniform Standards of Professional Appraisal Practice (USPAP) define the
scope of work as: "the type and extent of research and analyses in an assignment". "The scope of
work includes, but is not limited to: the extent to which the property is identified, the extent to which
5
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
tangible property is inspected, the type and extent of market research and the type and extent of
analysis applied to arrive at opinions or conclusions."
The scope of this appraisal has been to collect, confirm, and report data. Other general market
data and conditions have been considered. Consideration has been given the property's zoning
and surrounding improvements and neighborhood. The work performed for this assignment
included but is not limited to the following:
• Extent to which the property was identified
o The property was identified by its STRAP Number, address and legal description.
• Extent to which the property was inspected
o An inspection of the property being appraised as well as the neighborhood in which it
is located was done on August 1, 2022. During the inspection, an inventory of the
property attributes was collected based on visual observation. Please note, the
appraiser was not able to gain full access to the interior portions of the site and
therefore also relied on aerial visuals from the Collier County Property Appraisers
website.
• Type and extent of analysis applied
o The value opinions presented in this report are based upon review and analysis of the
market conditions affecting real property value, including land values and sales data for
similar properties.
o Three approaches were considered to be utilized in determining value. 1) Cost
Approach — either replacement or reproduction cost is used to develop a value
indication for the subject property. 2) Income Approach — valued on the ability of a
property generating a cash stream. 3) Sales Comparison Approach — value indication
is derived by comparing sales of similar properties. It is the most common and
preferred method of land valuation when an appropriate supply of comparable sales is
available.
o As the subject property contains no improvements, the Cost Approach is not
considered to be an applicable appraisal tool.
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
o Vacant land is not generally purchased for its ability to generate a cash stream;
therefore, the Income Approach is not utilized.
o The analyst will utilize the Sales Comparison Approach exclusively in estimating the
market value for the subject property.
o Collection and analysis of comparable land sales in order to perform an opinion of
value for the underlying land.
■ An investigation of comparable land sales and active listings of similar
unimproved properties were utilized. Four sales were considered in order to
make a comparative analysis which would lead to the completion of the Sales
Comparison Approach.
o The value opinion presented in this report is based upon review and analysis of the
market conditions affecting real property value, including land values, the attributes of
competitive properties, and sales data for similar properties.
o Reconciling the value indications from the appropriate approaches to value into a final
value opinion for the subject property; all as of the effective date of this report.
o Preparation of a written report.
To develop the opinion of value, Carlson, Norris and Associates, Inc. performed an appraisal as
defined by the Uniform Standards of Professional Appraisal Practice (USPAP). In this appraisal,
Carlson, Norris and Associates, Inc. used the Sales Comparison Approach to develop a reliable
value indication.
Furthermore, the value conclusion reflects information about the subject and market conditions.
The appraisal of the subject parcel has been presented in the form of an Appraisal Report, which
is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the
USPAP.
Property Rights Appraised: The property ownership rights appraised in this appraisal are those
known as fee simple.
r
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Fee Simple Estate is defined as: "Absolute ownership unencumbered by any other interest or
estate, subject only to the limitations imposed by the governmental powers of taxation, eminent
domain, police power, and escheat."'
Market Value Definition is defined in the Agencies' appraisal regulations as: "The most probable
price that a property should bring in a competitive and open market under all conditions requisite to
a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price
is not affected by undue stimulus. Implicit in this definition are the consummation of a sale as of a
specified date and the passing of title from seller to buyer under conditions whereby:
• Buyer and seller are typically motivated;
• Both parties are well informed or well advised, and acting in what they consider their
own best interests;
• A reasonable time is allowed for exposure in the open market;
• Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements
comparable thereto; and
• The price represents the normal consideration for the property sold unaffected by
special or creative financing or sales concessions granted by anyone associated with
the sale."
(Source: Interagency Appraisal and Evaluation Guidelines; December 10, 2010, Federal
Register, Volume 75, Number 237, Page 77472)
Date of Property Inspection: August 1, 2022
Date of Value Estimate "As Is": August 1, 2022
Date of the Report: August 12, 2022
Sales History: The Uniform Standards of Professional Appraisal Practice requires a statement of
the listings, purchase contracts and sales history of the subject property for the three years prior to
the appraisal date. The subject property has not been sold or transferred within the past 5 years.
The most recent qualified transaction occurred on October 21, 2010 (OR 4620-751) and is
1 Unless otherwise noted, all definitions in italics are taken from The Dictionary of Real Estate Appraisal, Sixth Edition, the Appraisal
Institute, Chicago, Illinois (U.S., 2015)
8
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
recorded as a Special Warranty Deed. A copy of the deed can be found in the addenda of this
report.
Active Listing/Purchase Agreement: The subject is not currently under a purchase agreement
or listed for sale.
Valuation History: The Uniform Standards of Professional Appraisal Practice requires the
appraiser to divulge any services provided on the subject property during the preceding three
years. Carlson, Norris and Associates has not previously appraised the subject in the past three
years, nor have we provided additional services related to the subject property during this time
period.
Appraisal Analysis and Report Type: The Appraisal Standards Board controls the process of
making an appraisal of a parcel of real estate. The Board issues rules and guidelines from which
all appraisals and resulting reports are made. The process of administration of those rules and
guidelines is addressed to the Real Estate Appraiser Commission of each respective state. The
Appraisal Standards Board issues the rules and guidelines in the form of a document update
published each year by The Appraisal Foundation. That document is entitled "The Uniform
Standards of Professional Appraisal Practice" (USPAP).
As of January 1, 2016, the two types of appraisal types are; Appraisal Report and Restricted
Appraisal Report. The following definitions have been adopted for each type of report:
• An Appraisal Report: A written report prepared under Standards Rule 2-2(a).
• Restricted Appraisal Report: A written report prepared under Standards Rule 2-
2(b)
This appraisal is reported in an Appraisal Report format.
Exposure Time: Exposure time is the estimated length of time the property would have been
offered prior to a hypothetical market value sale on the effective date of appraisal. It is a
retrospective estimate based on an analysis of recent past events, assuming a competitive and
open market. It assumes not only adequate, sufficient, and reasonable time but also adequate,
sufficient, and reasonable marketing effort. Exposure time is therefore interrelated with appraisal
conclusion of value.
T
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
An estimate of exposure time is not intended to be a prediction of a date of sale or a simple one -
line statement. Instead, it is an integral part of the appraisal analysis and is based on one or more
of the following:
• statistical information about days on the market
• information gathered through sales verification
• interviews of market participants.
The reasonable exposure period is a function of price, time, and use. It is not an isolated estimate
of time alone. Exposure time is different for various types of real estate and under various market
conditions.
In consideration of these factors, we may have analyzed the following:
• Exposure periods of comparable sales revealed during the course of this appraisal;
• Macroeconomic exposure times for the subject property type across the Subject MSA and
the entire United States as published in multiple articles and websites.
• Knowledgeable real estate professionals.
We have also had numerous discussions with brokers active in the Collier County - Southwest
Florida area. All of these persons have indicated the land market has had varying degrees of
activity dependent on type and location.
We have also had discussions with multiple persons having active listings within the market area.
These properties have been on the market from a few months to a few years. The realtors
indicated that they have received mixed levels of interest in the properties at the list prices.
Based on this information it is our opinion an exposure time of twelve months or less appears to be
reasonable and appropriate. This exposure time assumes the subject parcel would have been
competitively priced and aggressively promoted within the market area.
Marketing Time is defined as: "An opinion of the amount of time it might take to sell a real or
personal property interest at the concluded market value level during the period immediately after
10
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
the effective date of an appraisal. Marketing time differs from exposure time, which is always
presumed to precede the effective date of an appraisal.
Marketing time is the period a prospective investor would forecast to sell the subject property
immediately after the date of value, at the value estimated. The marketing time is an estimate of
the number of months it will require to sell the subject from the date of value, into the future. The
anticipated marketing time is essentially a measure of the perceived level of risk associated with
the marketability, or liquidity, of the subject property. The marketing time estimate is based on the
data used in estimating the reasonable exposure time, in addition to an analysis of the anticipated
changes in market conditions following the date of appraisal. The future price for the subject (at the
end of the marketing time) may or may not equal the appraisal estimate. The future price depends
on unpredictable changes in the physical real estate, demographic and economic trends, real
estate markets in general, supply/demand characteristics for the property type, and many other
factors.
Based on the premise that present market conditions are the best indicators of future performance,
a prudent investor will forecast that, under the conditions described above, the subject will require
a marketing time of twelve months or less.
11
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 3 - Description of Real Estate Appraised
COLLIER COUNTY AREA ANALYSIS
j�90001 C _ ._ _ _ Ihea G
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o-
The subject property is located within Collier County, Florida, some 150 miles south of Tampa and
some 140 miles northwest of Miami. Collier County is located on the extreme southwestern portion
of the state of Florida. Collier County was created in 1923 and was separated out from what was a
larger Lee County. Collier County is named for Barron Collier, a New York City advertising mogul
and real estate developer who had moved to southwest Florida and established himself as
prominent business man and land owner. By the end of the decade railroads and Tamiami Trail
were in -place which opened the area to agricultural and resort development. Florida's first
commercial oil well was drilled in 1943, and the county's pine and cypress logging industry
flourished into the 1950s. The county's economy boomed along with its population shortly after
World War II. In a short span of 30 years the population increased from 6,500 to 86,000 by 1980.
The economy was sustained from agribusiness, tourism and real estate. This turned the county
into one of the fastest growing areas in the country.
12
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
PHYSICAL FACTORS
It is the largest county in the state in terms of land area with 1,998 square miles which includes
821,600 acres of preserves, parks, and refuges. Along with the land area Collier County also has
307 square miles of water to give Collier County a total size of 2,305 square miles. The most
highly developed areas within the county are west of Interstate 75 and along the coastline of the
Gulf of Mexico. Development becomes increasingly sparse the more easterly the location in the
county; and these easterly areas of the county contain a considerable amount of preserved land.
There are three incorporated cities within the county; namely City of Naples, City of Marco Island,
and Everglades City.
The county is famous for its subtropical climate with average high temperatures ranging from 780
F. in January to 920 Fahrenheit in August. The average annual precipitation for the county is 56
inches. This area is also subject to tropical storms and hurricanes. The hurricane season runs
from June through November.
January
65.67:
78.67:
52.63-
February
66.63
79.03-
54.2-
March
67.23
81
53.45-
April
74.63`
87.2`
62.38`
May
76.6`
90.15`
67`
June
81.98:
91.48:
72.EW
July
BY
90.47-
75.48-
August
83.87:
92.43-
75.33-
September-
92.93
91.33:
74.53:
October
77.3-
66.33-
68.2-
November
70.77`
81.63`
59.77`
December
65.98;
77.48;
54.45`
January
0.52Inches
Olnches
February
1.91 Inches
Olnches
March
2.62Inches
Olnches
April
4.32Inches
Olnches
May
4.18Inches
0Inches
June
9.92Inches
Olnches
July
5.74Inches
0Inches
August
6.91 Inches
Olnches
September-
9.04 Inches
0 Inches
October
5.24Inches
OInches
Hoeember-
0.82Inches
Olnches
December-
2.9Inches
Olnches
ECONO C-FINANCIAL FACTORS
There are numerous economic factors that impact the supply and demand for all types of real
estate and housing in any given area. These factors will be considered and discussed in the
following paragraphs. Although these factors are considered individually, they do not act as
independent agents in the marketplace. They interact and effect, one another. Therefore, the
economic -financial factors considered, should be considered in totality, as a part of the economic
framework.
13
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Population: Collier County has 390,774 people living there according to recent 2020 Census
data. making Collier County Florida's 17th most populous county. Collier County had a population
of 322,595 in 2010 and they have experienced a 68,179 person increase over 10 years or 19.37%
growth.
Year .
Population
Growth
Growth Rate
2020
390,774
6,143
1.60%
2019
384,631
6,143
1.62%
2018
378,488
6.143
1.65%
2017
372,345
7.000
1.92%
2016
365,345
9,238
2.59%
2015
356,107
8.781
2.53%
2014
347,326
8,261
2.44%
2013
339,065
6,788
2.04%
2012
332,277
4,645
1.42%
2011
327,632
5.037
1.56%
2010
322,595
170,496
112.10%
Additional population estimates reflect population projections from 2018 to the year 2045 and
compare the three coastal counties in the southwest Florida area. The counties include; Charlotte,
Collier and Lee. The population estimate for the year 2018 for Collier County was 367,000 (actual
was 378,488) and is predicted to increase to around 516,000 in year 2045. This would represent
a 1.064% per year or 26.6% increase in population over the entire period.
Hip.torie and Prujected Pnpulation
Charlotte, Colder, and Lou Counties
12DD
10DO
tW
C
R
3
O
F
IDW
fl16
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Demographics within Collier County are predominately White at 89.3%, followed by Black or
African American at 7.4%, Asian at 1.6%, American Indian and Alaska Native at 0.5%, Native
Hawaiian and Other Pacific Islander at 0.1 % and then two or more races filling out the remaining
1.2%.
e White alone, percent
d 89.3%
Q Black OF African American alone, percent ;a::
d 7.4%
QAmerfcan Indian and Alaska Native alone, percent ra:
d 0.5%
Asian alone, percent ;a;
8 1.6%
Q Native Hawaiian and Other Pacific Islander alone, percent ;a.:
8 0.1 %
0 Two or More Races, percent
Q 12%
Q Hispanic or Latina; percent : L.
C?s 28.2%
White alone, not Hispanic or Latina, percent
p 62.5%
Tourism: Tourism is important business for Naples, Marco Island and the Everglades. As the
leading employer and the primary economic engine for the region, the tourism industry is
responsible for over 38,500 jobs in Collier County. About 2 million visitors in 2019 spent over $1.5
billion dollars, resulting in a total economic impact of over $2.1 billion to Collier County. Collier
County enacts a 5% tax on all hotel, campground and vacation rental stays of less than six
months. The distribution of tourist development tax dollars is set according to Collier County
ordinance. The funds are dispersed as follows; beach related projects with 42.56% of the total
Tourist Tax, tourism promotion with 47.85%, and museums with 9.59. Of the 42.56% for beach
related projects, 3.58% is allocated for beach park facilities and the remaining 39.98% is used for
nourishment, pass & inlet management. Of the 47.85% for tourism promotion, 33.57% is used for
destination promotion and administration and the remaining 14.28% is used for amateur sports
complex/debt. Lastly, of the 9.59% allocated for museums, 7.68% is used for county museum
operations, and the remaining 1.91 % is used for non -county museum grants.
New Development: A relatively new town is developing in the eastern part of Collier County
known as Ave Maria. The town is located on what was once largely agricultural land is centered
around Ave Maria University, the country's newest Catholic University. The university opened its
doors in 2007 and currently has about 1,120 students, including 35 in graduate programs. The
school has plans to keep growing and ultimately incorporate around 5,500 more undergraduate
and graduate students. The town is designed to be a compact, walk -able, self-sustaining town
that reflects the community's rural roots while offering a full range of residential options and
commercial services to its residents. The Ave Maria community totals about 5,000 acres, of which
15
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
nearly 20% has designated as the University Campus. A Town Core anchored by the landmark
oratory that also incorporates retail, commercial, and residential living space provides a central
connection between the town and the university. Business is expanding in Collier County as
evidenced by a surgical device company that recently opened its doors on a site near Ave Maria
University in the form of a $25 million manufacturing plant. This construction brought 500
construction jobs to the area and currently employs around 350 workers, with more being added
all the time. Ave Maria has experienced a sever mosquito problem and as a result they have been
sprayed more than 30 times by very safe pesticides in 2015 making it the most sprayed area in
southwest Florida.
A new town has also been proposed in Eastern Collier County. Collier Enterprises got the
Rivergrass project through the Collier County Commission on January 28t", allowing them to begin
planning to develop a 1,000-acre township in Eastern Collier County. The plans are currently being
stalled as the project's impact on approximately 700 acres of primary panther habitat is being
heavily opposed by wildlife organizations such as the Conservancy among many others.
Employment & Income: The most recently reported median household income for Collier County
is at $70,600. From January 2010 until March 2020, Collier County had experienced downward
trends in unemployment getting as low as almost 3%. Then in April 2020 we began to feel the
effects of COVID-19, and Unemployment jumped to 13.4% from 4% the month prior.
Unemployment continued to hang around 10% for the next few months. Collier County's
unemployment rate rose from 3.0 percent in October 2019 to 5.0 percent in September 2020 and
to 5.1 percent in October 2020. The overall trend of unemployment has been trending downward.
Collier County's largest employment concentrations continue to be in industries that are fueled by
population growth. The Real Estate and Rental and Leasing Industry leads the pack with 25,200
industry jobs. Retail trade is in second with 25,071. Accommodation and Food Services is just
behind with 24,833. The rest of the top ten, in descending order are as follows: 24,318 / 22,261 /
16,044 / 14,710 / 14,636 / 13,049 / 12,934.
16
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Below is a breakdDwn of the iargest industries in Collier County.
Deal Estate aid Rental and
t eN5i1 I[4
PoelM rr;ade
Amwnrnodalion and Food
Sarvioor.
HNIM Care ana 50dal
Assistonce
Administrativo and 5uppairt a...
trtherSerwes[except Public
A cbrniF"ralian}
Government
Professional, $ici31 5 IC. and
T!!d'Inicei 4?rYfOk:4 �
rinenca and Insurar - - W
Major employers in Collier County include NCH Healthcare System with 7,017 employees, Collier
County School District with 5,604 employees, and Collier County Local Government with 5,119
employees. As the Collier County population matures, employment in the healthcare industry will
continue to make up a larger part of overall employment. Collier's top employers are listed below.
Rank
Company Name
Employment
1
NCH Healthcare System**
7,017
2
Collier County School District
5,604
3
Collier County Local Government*
5,119
4
Publix Super Market
3,083
5
Arthrex, Inc.**
2,500
6
Walmart
1,480
7
Ritz Carlton -Naples
1,450
3
City of Naples
1,169
9
Physicians Regional
950
ld
Mooring Park
888
Taxes: Florida is one of the few remaining states without a personal income tax. The absence of
personal income taxes draws many people to Florida. Businesses enjoy additional incentive of
17
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
low corporate income taxes. The Florida's tax rate of 6% is one of the lowest in the U.S. and far
below the 12% levied by some states. The largest share of households in Collier County pay
$3,000+ in property taxes.
The Florida statutes provide for the annual assessment and collection of property taxes on real
and personal property. Property taxes are assessed and collected at the county level as revenue
for counties, municipalities, school districts and special taxing districts. The tax rate is set by the
taxing authority. One mill is equal to $1 per $1,000 of property value. The total just value for all
real estate property types in Collier County for 2018 was $112,272,221,732.
Prices: A price index is a tool that simplifies the measurement of price movements in a numerical
series. Movements are measured with respect to the base period, when the index is set to 100.
Our current cost of living index in Collier County is 113.4 meaning that generally speaking the cost
of living is more expensive in Collier County than the average cost of living throughout the United
States. Furthermore, Groceries are at 107.7, Housing is at 143 which is high, but down from 175 in
December of 2016, and Health is at 101 and below you can see the rest of the table and how it
compares to the United States.
Overall
113.4
102.8
10D
G-ee
107.7
102,8
10D
Health
101
98
100
Housing
143
102,6
100
Median Home Cost
330600
$237,100
$231,20D
Utilities
98.6
1013
100
Transportation
88.6
112,6
100
Miscellaneous
108.3
96 9
100
Banking/Interest Rates/Financing: As of December 21, 2021 the prime rate was reported at
3.25%. Approximately one year ago the prime rate was 3.25%. The federal discount rate is most
recently reported to be 0.25%; a year ago was 0.25%. The federal funds rate is 0.25 %, while a
year ago it was 0.25%. The 15-year refinance fixed-rate mortgage increased to 2.45% down 2
base points over the last week. The benchmark 30-year fixed-rate loans in this week's survey
18
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
included an average of 3.20% down 5 base points over the last week. The five-year adjustable
arm rate was at 2.69%. Please see table below.
Prime rate, federal funds rate, COFI
UPDATEDc 1212112 021
THIS WEEK
MONTH AGO
YEAR AGO
WSJ Prime Rate
3.25
3.25
3.25
Federal Discount Rate
0.25
0.25
0.25
Fed Funds Rate (Current target rate 0.00-025)
0.25
0.25
0.25
11th District Cast of Funds
0.23
0.23
0.50
Financing both commercial and residential properties became difficult during the downturn in the
economy. Financing for vacant land is the most difficult. Vacant land is currently being purchased
by investors with cash and expectation of longer holding periods. Generally financing of improved
properties requires loans of 60%-75% of commercial properties and 90%-95% financing available
for residential properties.
Real Estate and Housing: Collier County was spared from the national economic downturn
(2007-2009). Collier County experienced a significant increase in residential and commercial
property values from 2004 through 2006. Several news publications rated Naples as the most
over -valued area of the country with respect to residential housing values. The decline in
residential property values began in 2006. Inventory levels began to rise as investors and owners
positioned themselves to sell at a significant profit. However, buyers were reluctant to purchase
any property with a sense that the economy as a whole was headed for trouble. Many investors
were not able to meet their carrying costs and properties went into foreclosure. Southwest Florida
became the epicenter for residential property foreclosures with communities such as Golden Gate
at the forefront of the crisis in Collier County.
Residential construction projects in various stages of development were stopped as housing
inventories continued to rise and prices began to fall significantly. Southwest Florida thrived on the
residential construction industry; and with no homes to build, this industry was quickly decimated.
Contractors that supplied this industry typically ran their businesses from various industrial
locations in Collier and Lee Counties. This type of property was the first commercial property to be
adversely affected with retail and office properties following.
19
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
There are 24+/- industrial parks and parks of commerce located throughout Collier County. Each
park is proximate to Interstate-75 for connection to major air transportation and water ports. Collier
County's zoning allows the flexibility of properties of 19 acres or more to be zoned as Research
and Technology Parks, which are based on commerce parks and offer advanced infrastructure to
attract technology -based businesses.
Real estate indicators continued to be a bright spot for the region. Single-family building permits for
the coastal counties improved 64 percent from August 2020 to August 2021. Single-family home
sales slipped 5 percent in August 2021 over August 2020, but median prices for all three counties
rose between 21 to 28 percent during the same period. Realtor® Active listings for the coastal
counties were down in August 2021, falling 67 percent from August 2020. Steady increase in
discretionary spending associated with supply -chain disruptions have create some inflationary
pressure across the country and the region.
Single family permits identify houses under construction and therefore reflect jobs in the
construction industry. The data continue to show that, while the COVID-19 pandemic has had
deleterious effects on the economy of Southwest Florida, there appears to be some optimism for
the future based upon the single-family building permit data of the last few months. In Collier
County, 330 permits were issued in October 2021, a decrease of 22 permits (6 percent) from
October 2020, but up 112 permits (51 percent) from September 2021 (see Chart 15)
chart 15: sinoe-FaFnav Bu>Ilttine Permits tar confer u
50o -
450
400
350
� aoo
� 25a
0
200
150
100
50
0
Single Family Permits Issued -Collier County
2011.2020 Monthly Averages_ Lost Recent 13 Months Data and Trend
----------
,/*--\ A
* Permits
— — — Linear Trend
0 0 0 �N N N 0 0 �0
N �1 ^1 �W �1 ^1 J_ Q T2 ' d S17
Source: Collier County Grm%th Management Department, indudes unintarporated Collier County permits only
20
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Collier County single-family home sales registered 475 units in October 2021, a decrease of 192
units (29 percent) compared to October 2020. The median price in Collier County rose
substantially by $90 thousand from $560,000 in October 2020 to $650,000 in October 2021 (see
Chart 18).
Transportation: The infrastructure of the county continues to see improvements. Interstate 75
has been widened to six lanes from Fort Myers to Golden Gate Parkway in Naples. The County
recently widened several major corridors such as Immokalee Road, Collier Boulevard, Rattlesnake
Hammock Road and Goodlette-Frank Road. East Naples was not overlooked, with road widening
projects along Collier Boulevard, Santa Barbara Boulevard and Radio Road. Major north south
roads are: US 41, Interstate 75, Airport Pulling Road and Livingston Parkway. The Collier County
Government has worked diligently to develop an efficient road system that will accommodate
future growth; and it is likely to continue to develop the necessary road infrastructure in the years
to come.
Southwest Florida International Airport (RSW) in Fort Myers, Florida satisfies the passenger traffic
needs for the fast-growing population of Southwest Florida. RSW is the eighth fastest growing
airport in the nation, servicing more than 8 million passengers a year. More than two dozen
commercial airlines currently serve Southwest Florida Regional Airport with non-stop service to
more than 27 domestic and two international destinations. The Southwest Florida International
Airport also maintains customs clearing facilities for international cargo. RSW is located off
21
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Interstate-75 in South Lee County, an approximate 30-minute drive from most areas of Naples. In
2005 the airport was completely updated and expanded to meet the growing demand of area
businesses and visitors. The $386 million ultra -modern complex includes a two-story terminal with
28 aircraft gates along three concourses, a new taxiway, and new parking options that includes a
three-story parking structure. The facility will allow for incremental expansion up to 65 gates.
Construction was recently completed on a direct access connection between 1-75 and the airport.
Peak seasonal activity usually occurs in February, March, and April, with significantly lower activity
in the summer months. While all three airports continue to improve from the dip in passenger
activity experienced in April 2020, a complete recovery to pre -pandemic levels is not anticipated in
the short-term. After the large decrease in activity observed in March and April 2020, the charts
better reflect the historic seasonal pattern, albeit at a reduced level. Passenger traffic at RSW was
769,524 in October 2021, up 40 percent from September 2021 and 84 percent greater than
October 2020 (see Chart 1).
Chart 1: SW Florida International Passenger Activity
SW Florida International Airport [RSM Passenger Activity
1,fi0D
y, 1.4t10 2019
a a
+.zoo zoz
9 ~ 1.090 G
2d18
m
Sao- 707+ e
WF
aaa
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a
0
Jan Feb Mar .Apr May hm J0 Aug Sep Oct Nov Dec
Source- Loral Airport Authorities
The Naples Municipal Airport is a fully certificated air carrier airport. The airport also provides FBO
services for general aviation including fueling and catering. It is the home to charter airlines,
aircraft maintenance facilities, a restaurant, fire/rescue services, mosquito control, car rental
agencies, the Collier County Sheriff's Aviation Unit, flight schools, the Humane Society, and over
40 additional aviation and non -aviation businesses. The airport encompasses approximately 732
acres of land, approximately two miles northeast of Old Naples with convenient access to major
roads and Interstate-75.
22
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
POLITICAL -GOVERNMENTAL FACTORS
The county government is headed by a Board of Commissioners. There are five commissioners,
each assigned to a specific geographical area within the county. A County Manager coordinates
most of the departments including county services, public services, community
development/environmental services, utilities and transportation. The county is currently
experiencing a decline in revenues which will result in future capital improvement plans being
significantly cut back. Additionally, operating expenses are under increasing pressures due to
legislative mandates from the state, escalating costs of property insurance and health benefits,
and the overall economic downturn.
Collier County has experienced an increase of 1.09% in budget between FY 2019 and FY 2020.
The FY 2020 total net county budget is now $26,249,500.
General Fund Suppurled Capital
Category
F. l6 Budget
Fl17 Budget
FlM Budget
FV 19 Budget
F1 20 Budget
Sheriff Grange Tree Sub -Station
5900,000
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'1,1, I21,111111 =Sim SAP; WLVL replen h rt'ser M 6nla e ri mmur nraml,++nn V 3327k IM fOIIWerc [ tL
Education: The Collier County public school system currently contains a total of 58 schools with
48,000 students and 3,200 teachers. Collier County averages 2,700 graduates per year. The
below chart shows more detail with regards to the public -school system.
_. I millionL
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1
23
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Collier County is home to several colleges and universities. As mentioned, Ave Maria University is
a newly established Catholic University offering liberal arts -oriented baccalaureate degrees as well
as some graduate degree programs. The county is also home to branch campuses of Florida
Southwestern State College and Florida Gulf Coast University.
Collier County has a high level of education attainment compared to other counties in Florida and
compared. Collier County has 32% of their people attain a bachelor's degree of higher compared
to 27% in Florida and 29% in the United States. Only 14% of those within Collier County have less
than a high school education.
Figure 7: Collier County, FL Education Attainment by Level Comparison [Age 25+] U
Ho schooling = Less than High Sohoo. .9 High School orGEO Some oo liege or Associates Deg ree
Bachelors Oeg ree orhgher
i75% ■ � .
I5% —
50% — — — ■
25%
G Ge�cO- G �tO c0 �acN CP' CA �
SOCIOLOGICAL FACTORS
Recreation: Collier County offers a vast variety of natural and historical attractions. Places to visit
include the 52-acre Naples Zoo, Collier County Museum, Big Cypress National Preserve, Museum
of the Everglades, Naples Botanical Gardens and many other reserves, museums, zoos, etc.
Healthcare: Within Collier County there is the Naples Community Hospital, North Collier Hospital,
Regional Heart Institute, NCH Wellness Centers and other various clinics. Being the largest county
in Florida with a total area of 2,305 square miles its medical facilities manage to cover it all.
Helicopter usage cuts critical minutes from transport time. 83.5% of those within Collier County
have health insurance compared to 86.5% throughout Florida and 90.6% throughout the United
States. The highest percentage of those without healthcare coverage from people making $25,000
and less at 25.6% not covered by insurance.
24
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Figure 1: Percent of People with Health Insurance O
Hendry County
Glades County
Morroe County
Collier County
Brow,ard County
Lee County
Compare: Florida
Compare: Orlando -Dell
Daytona Beach
Charlotte County
Compare: United States
0% 50% 100%
Figure S: Percent of People with No Insurance by Income Group
30 %
2C9
10%
0%
Under $25k $50k $75k Over
S25k to to to $100k
$50k $75k $100k
SUMMARY
Collier County is located along the west coast of Florida along the Gulf of Mexico. The climate is
sub -tropical with mild winters that allow for year-round enjoyment of the many attractions this area
offers. Collier County is a desirable destination for residents and non-residents alike. In spite of
the many positives, portions of Collier County were greatly affected by the past housing debacle
which resulted in a significant number of residential foreclosures, trends have been positive in
most recent years though. While the current "improving" economic climate will keep commercial
and residential development at bay in the short term, the availability of commercial vacant land, the
county's numerous natural attractions, and the anticipated future population growth will bode well
for this area over the long term.
Collier County is considered to be a wonderful place to live. There are tremendous opportunities
as far as employment is concerned in many different industries. The diversity of job opportunities
spans a significant range from low-income persons to jobs of very high -income people as well.
There are tremendous recreational facilities with numerous golf course, beaches and recreational
parks, not to mention the significant amount of land that is federally held in conservation in the
eastern portions of the county. The public -school system is good and provides for a well-rounded
public education for the students that reside within the county.
We invite your attention to the location map, which shows the relative location of the subject
property in Naples.
25
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Location Map
Por', Charlotte
(ED Punta Gorda
Babcock
Ranch
Preserve
Boca Grande La Bellt
t"
Lt�
Fort Myers Lehigh Acres O
Cape Coral CV
Captiva, (!sr Felda
Fort Myers
Beach Estero
Indiantown
a
Lakeport
P•:. r: P.Aayaca
Palmdale
iS
JW Corbett r
Jupiter
WrWVe
Canal Point
Mar7agefrrenf
Palm Seach
Moore Haven
]a
Pahokee
Area
Gardens
C Clewiston
West Palm
Montura
_
071 Belle Glade
Beach
Imnnokaiee
Bonita Springs Ave Maria
2
North Naples
Y
Maples SUBJECT V
CID Big Cypress
Naliorlal
Preserve
Marco Island
Everglades
City
26
cl;
Everglades
and Trarrci s
S. Taylor
Wildlife...
Yn�n
�yy� Beach
Delray Beach
Boca Raton
C Pompano
Beach
Fort
iV Lauderdale
Hialeah
Miami
c
m
Biscayne
Homestead
Na€ional Park
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Market Area Map
�3RKSCRL'A'
f
Harker
Ave Maria
i
Ira _
eyards
SUBJECT
Golden ate
V.
Lely
Lely Re rt
Copeland
Marco Island
�-� Gaadland
S.
J:
f: wr
Market Area Description: Market area is defined as "The geographic or locational delineation of
the market for a specific category of real estate, i.e., the area in which alternative, similar
properties effectively compete with the subject property in the minds of probable, potential
purchasers and users."
27
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Market Area:
Boundaries: Northern Immokalee Road
Southern US 41
Eastern SR 29
Western Interstate Highway 75
Life Stage: "Because market areas are perceived, organized, constructed, and used
by people, each has a dynamic quality. Appraisers describe this quality
as a market area's life cycle. The complimentary land uses that make up
neighborhoods and homogeneous land uses within districts typically
evolve through four stages:
• Growth — a period during which the market area gains public
favor and acceptance
• Stability — a period of equilibrium without marked gains or losses
• Decline — a period of diminishing demand
• Revitalization — a period of renewal, redevelopment,
modernization and increasing demand" 2
It is our opinion that the subject market area is currently in the growth
cycle. Recently the market has shown increased activity. Sales and
permit activity for commercial and residential construction have been
increasing.
Public Transportation:
Public transportation is provided by Collier Transit
Maintenance/Condition:
The majority of improvements are well maintained and in good condition.
Property Compatibility:
There is an established retail, commercial, retail and office area along
Airport Pulling Road, Immokalee Road, Pine Ridge Road, Vanderbilt
Beach Road, and Tamiami Trail (US-41). Due to the high traffic counts in
this area, retail uses include shopping centers, restaurants, and various
other single -tenant retailers. Supporting residential abounds along
secondary roadways and land uses are primarily single-family residential
or multifamily. Generally speaking, agricultural and rural residential use is
located east of Interstate Highway 75.
Appeal/Appearance:
This area has strong appeal. Appearance ranges from mostly newer
construction and some older structures with generally good to average
appearance.
Neighborhood Access:
Good access exists from major north -south corridors including Collier
Boulevard, Goodlette Frank Road, Livingstone Road, Airport Pulling
Road, US-41 (Tamiami Trail), and 1-75.
The major east -west corridors include Golden Gate Boulevard,
Vanderbilt Beach Road, Pine Ridge Road, and Immokalee Road.
Police/Fire:
Police: Collier County Sheriff / Fire -rescue: Collier County
2 The Appraisal of Real Estate, Fourteenth Edition, , The Appraisal Institute, Chicago, Illinois (U.S., 2014)
28
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Development Potential: There is residential, agricultural, and commercial zoned vacant land
available in the market area. Most exists is to the east portion of the
market area. Future commercial development will be seen mainly along
US-41, Airport -Pulling Road, Vanderbilt Beach Road, Immokalee Road
and Collier Boulevard. Agricultural properties being subdivided into
smaller rural residential parcels.
Development Trend: Residential and commercial properties have had decreasing vacancies
and increasing lease rates. Brokers estimate continued improvement in
this area that could lead to new development in the near future.
Characteristics of Land Immediate properties in the subject market are mostly agricultural and
Usage: residential uses.
Supply of Vacant Tracts: Vacant land is available in the market.
Demand for Vacant Tracts: The supply appears to be in balance with demand at this time.
Neighboring Property Uses: Residential, both single and multi -family, general business, office, retail
and agricultural uses.
Allowable Uses in the Residential both single and multi -family, general business, office, retail,
District: agricultural and governmental uses.
Vacancy rates: Commercial/Agricultural: 2% - 5%
Single Family: 3% - 8%
Naples Economy Q3-2021 (Costar Summary)
While the pandemic caused significant economic disruption in Naples, the market saw
employment rebound sharply beginning in late 2020. While the pace of rehiring has slowed in
2021, the total workforce has improved to nearly 96% of pre -pandemic levels. Prior to the
coronavirus outbreak, Naples had strong economic momentum and appears poised to quickly
recapture that prior momentum once the virus is contained.
Tourism drives much of the Naples metropolitan area's economy, with leisure and hospitality
composing almost 20% of the workforce. This sector, along with retail trade, has been more
exposed to impacts from the ongoing crisis. Naples has nearly 35% of its entire workforce in these
high -risk sectors, the third -highest proportion in Florida. Prior to the pandemic, the market enjoyed
accelerating tourism. In 2019, the Naples metropolitan region's visitor count was up nearly 6%
annually, while 2018 saw tourism grow by nearly 3% over the prior year. While 2020 saw tourism
ultimately downshift, 2021 should enjoy numbers more in line with the prior trend.
The Naples metropolitan area includes the entirety of Collier County with significant population
nodes in Naples, Immokalee, and Marco Island. The market has experienced among the nation's
29
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
strongest population and job growth rates over the past five years. While the overall rate of jobs
added over the year prior to the pandemic had slowed to under 3%, Naples still posted growth
rates of roughly double the national average.
The employment slowdown was divided across most sectors, though the overall losses were also
weighed down by somewhat deeper job losses than the national average in information, finance
and insurance, and management. Naples has also seen significant cooling growth rates, though
still net positive job additions, in both sectors of transportation and warehousing, and construction.
These two industries were among the two strongest employment sectors for the market over the
prior year.
Office -using employment had also slowed to under 2% annual growth, though remained one of
Naples' better -performing areas. In particular, real estate hiring posted an exceptionally strong
prior year, growing over 10%. The real estate sector, by itself, was strong enough to offset the
losses in information, finance, and management.
The unemployment rate had slightly risen in the months leading up to the coronavirus pandemic.
However, unemployment was still tight from a national perspective and had remained well below
the national average, which before the crisis sat at a 50-year-low. The slightly loosening market
was likely more a reflection of the limited available jobs to meet labor force growth.
Naples is one of the older markets in the nation, reflecting its status as a premier retiree
destination. This skews demand for senior housing, assisted living, and medical office space much
higher than a typical U.S. market. The older demographic also drives up the region's affluence and
median incomes, both of which are among the highest in Florida.
Interview with market participants: The appraiser was able to speak via phone conversations
with real estate brokers who are knowledgeable of the market area. These individuals were
contacted to verify sales prices and asking prices of surrounding properties similar to the subject.
Specific names and phone numbers of the individuals contacted were found by using the services
of LoopNet and CoStar and MLS. For the benefit of the reader, we have listed the names, contact
information on the sales exhibits found later in this report.
Legal Description: The legal description of the subject was obtained from the most recent deed
on file with Collier County Property Appraiser's Office (OR 6006-2072) and displayed as follows:
The West 105 feet of Track 94, Unit 91, Golden Cate Estates, according W the plat thereof
recorded in Plat Book 5, Page 30, of the Public Records of Collier County, Florida
30
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Owner of Record: According to information obtained from the Collier County Property
Appraiser's office and the Collier County Tax Collector's office, the current owner of record for the
subject property is listed as follows:
Craparo, Stephen
3451 7th Ave NW
Naples, Florida 34120-1605
Assessed Value and Taxes: According to the Collier County Tax Collector's Office the subject
property is identified by its Parcel Number 41506760007. For the tax year of 2021 the subject
property had combined assessed values of $8,261 at a millage rate of 11.4183 resulting in an
annual tax burden of $128.11. Please note the 2019-2021 tax analysis in tabular form that follows.
The tax summary chart represents resents a summary of the assessed values, taxable values, ad
valorem taxes, non -ad valorem taxes and millage rates.
Assessed Value and Tax Summary
41506760007
Market
Year
Taxable Value
Millage Rate
Tax Liability
Total
Assessed Value
Ad Valorem
Non -Ad Valorem Tax Liability
2021 $8,261
$8,261
11.4183
$128.11
$0.00
$128.11
2020 $7,510
$7,510
11.3084
$117.20
$0.00
$117.20
2019 $6,827
$6,827
11.3901
$107.65
$0.00
$107.65
Delinquent Taxes: According to information obtained from the Collier County Tax Collector's
office there are no delinquent or outstanding taxes on the subject property.
Site Description: We invite your attention to the following aerial plat map which shows the relative
size, configuration and location of the subject property. This will be followed by a plat map which
also shows the same information. This will be followed by general site information and data as
well as information on the physical characteristics and economic factors that affect this property.
31
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Subject Aerial Map
Plat Map
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32
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
General Site Information
Address: Unassigned, corner of 3811 Ave SE and Desoto Blvd S, Naples,
Parcel Number: Florida 34117
41506760007
Physical Characteristics of the Site
Frontage: The subject has 680 feet along 38' Ave SE and 105 feet along
Desoto Blvd S (per County).
Total Site Area: 1.64 acres or 71,438 square feet per the Collier County Property
Appraiser records. We were not provided with a site survey.
Shape of Tract: Rectangular
Access: The subject has access from 38' Ave SE and Desoto Blvd S, both
are two-lane paved roads. Desoto Blvd S is a dead end going
south of the subject and 381" Ave SE is a dead end going east and
west of the subject.
Corner Influence: This property is on the corner of 38' Ave SE and Desoto Blvd S.
Utilities to Site: No utilities were observed at the time of inspection.
Flood Designation: Flood Zone Code AH, Flood Zone Panel 120067-12021 C0445H,
Dated May 16, 2012. See Flood Map in addenda.
Easements: Typical utility easements are assumed to exist. Road easements
along Desoto Blvd S and 381" Ave SE.
Site Improvements: The site has no improvements.
Topography: The subject parcel is fully wooded with brush ground covering.
According to the National Wetlands Inventory Map the site is 100%
Forested/Shrub Wetlands. Additionally, an FDEP informal wetland
determination map that was provided by the client indicates the
east 2/3 of the site or 67% is slough soils. The USDA Web Soil
Survey Map shows 42% Brynwood fine sand -urban land complex
and 58% Brynwood Cypress Lake fine sands present for the
subject. It is assumed there are no unusual conditions existing on
the site which would adversely affect the value of the property.
Economic Factors Affecting the Site
Supply of Vacant Tracts: There is an adequate number of vacant residential/agricultural
zoned and residential/agricultural permissible sites located within
the immediate and general vicinity of the subject property.
Demand for Vacant Tracts: Supply and demand appear to be in -line with each other, although
demand has been improving recently.
33
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Neighboring Property Uses: Properties located along 38' Ave SE and Desoto Blvd S generally
consist of limited semi- rural residential uses. Zoning allows for a
maximum of one development unit per 2.25 gross acres
Land Use Designation: Estates
Zoning Classification: E-Estates
Allowable Uses in the Allowable uses in the district will be discussed in detail in the
District: following comprehensive land use plan classification discussion
and zoning discussion. In addition, they will be considered in the
highest and best use analysis for the property.
National Wetlands Inventory: The subject is located in a Freshwater Forested/Shrub Wetland
habitat classified as PF01 Cd. Map is displayed below.
System Palustrine (P): The Palustrine System includes all nontidal wetlands dominated
by trees, shrubs, persistent emergents, emergent mosses or lichens, and all such
wetlands that occur in tidal areas where salinity due to ocean -derived salts is below 0.5
ppt. It also includes wetlands lacking such vegetation, but with all of the following four
characteristics: (1) area less than 8 ha (20 acres); (2) active wave -formed or bedrock
shoreline features lacking; (3) water depth in the deepest part of basin less than 2.5 m (8.2
ft) at low water; and (4) salinity due to ocean -derived salts less than 0.5 ppt.
Class Forested (FO): Characterized by woody vegetation that is 6 m tall or taller.
Split Subclass Broad -Leaved Deciduous (1) : Woody angiosperms (trees or shrubs)
with relatively wide, flat leaves that are shed during the cold or dry season; e.g., black
ash (Fraxinus nigra).
34
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Water Regime Seasonally Flooded (C) : Surface water is present for extended
periods especially early in the growing season, but is absent by the end of the growing
season in most years. The water table after flooding ceases is variable, extending
from saturated to the surface to a water table well below the ground surface.
Special Modifier Partially Drained/Ditched (d) : A partly drained wetland has been
altered hydrologically, but soil moisture is still sufficient to support hydrophytes.
Drained areas that can no longer support hydrophytes are not considered wetland.
This Modifier is also used to identify wetlands containing, or connected to, ditches.
The Partly Drained/Ditched Modifier can be applied even if the ditches are too small to
delineate. The Excavated Modifier should be used to identify ditches that are large
enough to delineate as separate features; however, the Partly Drained/Ditched
Modifier also should be applied to the wetland area affected by the ditching.
Comprehensive Land Use Plan Classification: According to information obtained from the
Collier County Planning Development department, the subject site has a comprehensive land
use plan classification known as Estates.
ESTATES DESIGNATION
The Estates Land Use Designation is characterized by low density semi -rural residential lots with
limited opportunities for other land uses. Typical lots are 2.25 acres in size. However, there are
some legal non -conforming lots as small as 1.14 acres. Residential density is limited to a
maximum of one unit per 2.25 gross acres, or one unit per legal non -conforming lot of record,
exclusive of guesthouses. Multiple family dwelling units, duplexes, and other structures containing
two or more principal dwellings, are prohibited in all Districts and Subdistricts in this Designation.
Generally, the Estates Designation also accommodates future non-residential uses, including:
• Conditional uses and essential services as defined in the Land Development Code, except as
prohibited in the Neighborhood Center Subdistrict. Also, refer to the Conditional Uses Subdistrict.
• Parks, open space and recreational uses.
• Group Housing shall be permitted subject to the definitions and regulations as outlined in the
Collier County Land Development Code (Ordinance No. 04-41, adopted June 22, 2004, effective
October 18, 2004) and consistent with locational requirements in Florida Statutes (Chapter
419.001 F.S.).
35
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
• Schools and school facilities in the Estates Designation north of 1-75, and where feasible and
mutually acceptable, co -locate schools with other public facilities, such as parks, libraries and
community centers to the extent possible.
Group Housing includes the following type facilities:
• Family Care Facility if occupied by not more than six (6) persons shall be permitted in
residential areas.
• Group Care Facility,
• Care Units,
• Adult Congregate Living Facilities, and
• Nursing Homes.
All of the above uses shall be consistent with all of the Goals, Objectives and Policies of the
Golden Gate Area Master Plan.
Zoning Classification: Estates District (E).
The purpose and intent of the Estates Zoning District (E)* is to provide lands for low density
residential development in a semi -rural to rural environment, with limited agricultural activities.
In addition to low density residential density with limited agricultural activities, the E district is
also designed to accommodate as Conditional Uses, Development that provides services for
and is compatible with the low density residential, semi -rural and rural character of the E
district. The E district corresponds to and implements the estate land use designation on the
future land use map of the Collier County GMP, although, in limited instances, it may occur
outside of the estates land use designation. The maximum density permissible in the E
district shall be consistent with and not exceed the density permissible or permitted under the
estates district of the future land use element of the Collier County GMP or as provided under
the Golden Gate Master Plan. Permitted uses include:
1.Single-family dwelling.
2.Family care facilities, subject to section 5.05.04.
3.Essential services, as set forth in section 2.01.03.
4.Educational plants, as an essential service.
36
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Subject Property Photographs
View: Looking
west along 38th Ave
SE. Subject to the
right.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
View: Looking
south at Desoto
Blvd S. Subject on
the left.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
37
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Subject Property Photographs
Y:
F
�
Y'�
38
View: Looking
southeast at the
corner of the
subject property
from 38th Ave SE
and Desoto Blvd S
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
View: Looking
southeast at the
subject property
frontage on 38th Ave
SE.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Section 4 -Highest and Best Use Analysis
The principal of highest and best use is defined as: "The reasonably probable use of property
that results in the highest value. The four criteria that the highest and best use must meet are
legal permissibility, physical possibility, financial feasibility, and maximum productivity."
The four criteria the highest and best use must meet are legal permissibility, physical possibility,
financial feasibility, and maximum profitability.
• Permissible Use (Legal) - what uses are permitted by zoning and deed restrictions on the
site in question?
• Possible Use- to what uses is it physically possible to put the site in question?
• Feasible Use-, which possible and permissible uses will produce any net return to the
owner of the site?
• Highest and best Use- among the feasible uses, which use will produce the highest net
return or the highest present worth?
HIGHEST AND BEST USE AS VACANT
Legally Permissible Use: Factors that impact the legally permissible uses for the subject property
include such things as the comprehensive land use plan classification, zoning classification, deed
restrictions and government regulations. No specific deed restrictions are known relating to the
property. The subject has a comprehensive land use plan classification of Estates and is zoned (E)
Estates. Some of the uses permitted include; Low -density residential with limited agriculture,
including, but not limited to: single-family dwelling; fruit and vegetable growth for personal
consumption ; keeping fowl or poultry (max 25); educational plants as an essential service;
keeping horses and livestock (2/acre); recreational facilities that are an integral part of residential
development. Residential use is not to exceed 1-DU per/2.25-acres.
Physically Possible Uses: The physical aspects of the subject impact legally permissible
development. The site has a rectangular configuration containing a total of 71,438 square feet
or 1.64 acres of site area, more or less. The property has good frontage of 680 feet along 38tn
Ave SE and 105 feet along Desoto Blvd S. There are wetlands present on site and the property
is fully wooded with brush covering. This impacts developability and value for properties of this
nature. Currently, no utilities were present on site. The size of the parcel is sufficient to support
low density residential use.
39
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Economically and Financially Feasible Uses: Typically, the highest and best use analysis is a
process to eliminate potential uses. In other words, once the uses that are legally permissible
have been determined, consideration of uses which are physically possible will tend to reduce
the legally permissible uses or reinforce them. Likewise, consideration of the economical and
financial aspects of a given property will tend to further refine the uses which have been
previously described as legally permissible and physically possible.
The physical characteristics of this property include vacant low density residential along 38t" Ave
SE and Desoto Blvd S. There is an abundance of Estate zoned vacant land in the immediate area.
The most economic and financially feasible uses of the property would be for development of the
site as limited agriculture under the permitted uses or low density residential development.
Maximally Productive Uses: At this point in the highest and best use analysis, the analyst has
considered which uses are reasonably considered to be legal, physically possible as well as
economically and financially supported. The zoning and land use allow for a range of uses
including agricultural such as fruit and vegetable growth for personal consumption and low density
horse and livestock as well as low density residential.
Considering the near -by low density properties, it is our opinion that low density residential use has
the most development potential given the location of the property.
40
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 5 - Valuation of the Subject
VALUE ESTIMATE BY THE COST APPROACH
Cost Approach is defined as: "A set of procedures through which a value indication is derived for
the fee simple estate by estimating the current cost to construct a reproduction of (or replacement
for) the existing structure, including an entrepreneurial incentive or profit; deducting depreciation
from the total cost; and adding the estimated land value. Adjustments may then be made to the
indicated value of the fee simple estate in the subject property to reflect the value of the property
interest being appraised."
Since there are no improvements to consider, the cost approach will not be used in this appraisal.
VALUE ESTIMATE BY THE INCOME APPROACH
The Income Approach is defined as "A set of procedures through which an appraiser derives a
value indication for an income -producing property by converting its anticipated benefits (cash flows
and reversion) into property value. This conversion can be accomplished in two ways. One year's
income expectancy can be capitalized at a market -derived capitalization rate or at a capitalization
rate that reflects a specified income pattern, return on investment, and change in the value of the
investment. Alternatively, the annual cash flows for the holding period and the reversion can be
discounted at a specified yield rate."
The Income Approach is widely applied in appraising income -producing properties. Anticipated
future income and/or reversions are discounted to a present worth figure through the capitalization
process. Since vacant agricultural zoned land is typically not purchased for its ability to generate a
positive cash stream, the income approach is not used in this appraisal.
VALUE ESTIMATE BY THE SALES COMPARISON APPROACH
Sales Comparison Approach is defined as: 'A set of procedures in which a value indication is
derived by comparing the property being appraised to similar properties that have been sold
recently, then applying appropriate units of comparison and making adjustments to the sale prices
of the comparables based on the elements of comparison. The sales comparison approach may
be used to value improved properties, vacant land, or land being considered as though vacant; it is
41
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
the most common and preferred method of land valuation when an adequate supply of
comparable sales are available."
The Sales Comparison Approach involves the direct comparison of sales of similar properties,
adjustments for variances, and correlation of the results into a property value indication.
Adjustments to the sale prices of competitive properties selected for comparison are considered as
they relate to the subject property and to the various dissimilar investment features.
The application of this approach produces an estimate of value for a property by comparing it with
similar properties which have been sold or are currently offered for sale in the same or competing
areas.
The valuation of the subject site involves research, analysis, and comparison of sales of similar
properties to the subject. There are several units of comparison applicable for appraisal purposes.
Due to the nature of the subject property and comparable sales, it is our opinion the sales price per
square foot would be the most appropriate for utilization. This unit is calculated by dividing the
sale price of the comparable sales by the number of the square feet contained within the sale.
The subject site is being valued based on highest and best use; and as such, data selection
begins by limiting the sales considered to include only those sites with a highest and best use
similar to that of the subject. From these sales, only the most similar to the subject in terms of
physical and locational characteristics were selected. The appraiser's research uncovered
multiple sales of sites considered appropriate for comparison purposes. These transactions were
included in the analysis process.
In the analysis process, the analyst will utilize a quantitative procedure. In the initial step the
appraiser will utilize a cumulative adjustment for each of the sale properties considering property
rights, financing, conditions of sale, expenditures immediately after the sale and market conditions
(commonly known as time). As the adjustments are cumulative in nature, they must be performed
in the order in which they occur.
Next the analyst will utilize a quantitative procedure by considering physical characteristics
including location, site size, land use/zoning classification, utilities, access and site
condition/topography. After completion of the analysis and adjustment process, the appraiser will
estimate an appropriate value per square foot and multiply this by the number of square feet
42
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
contained within the property in order to estimate the market value for the site. This value estimate
will then be rounded to an appropriate figure for appraisal purposes
We now invite your attention to a land sales location map which follows. This map shows the
relative location of each of the comparables to that of the subject property. Following this will be a
land sales exhibit which will contain land sales data sheets for each transaction utilized in the
analysis process showing the relative size, configuration and location of the site as well as the
relative information for each individual sales transaction. Following the land sales exhibit will be a
summary chart showing the relevant information for the subject and each of the comparable sales
as well as the adjustments and factors which were considered in providing an overall rating for
each of the comparable properties.
The comparable sales map is displayed below.
COMPARABLE SALES MAP
43
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 1
Property Reference:
Property Type:
Residential Acreage Vacant Land
Address:
26th Ave SE
Naples, FL 34117
County:
Collier
Location:
North side of 26th Ave SE
STRAP/ID:
41443640002
Grantor:
Charles Maldonado
Grantee:
Buchy Investments LLC
Legal Data:
Sale Date:
November 22, 2021
Sale Price:
$40,000
Sale Price per Sq. Ft.:
$0.58
Sale Price per Acre:
$25,157
Recording:
I nstr.#6165401
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data # 2511
44
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
658' x 103'
69,260 square feet, 1.590 acres
Rectangular
Appears Level and fully wooded
No
None
From 26th Ave SE
Wetlands 100%
None Adverse Apparent
$40,000
Cash to Seller
$0.58
$25,157
David Huff, 239-649-1990
Hannah Dwyer, August 08, 2022
No sales in prior 3 years.
Comments:
This is the sale of a 1.59 acre vacant land parcel located off 26th Ave SE in Naples. The
parcel is fully wooded and contains no improvements. There are no utilities to the site. An
FDEP wetlands map indicated this parcel is 100% wetlands and would require a ERP permit
in order to develop the land. Zoning allows for low density residential and agricultural uses.
The listing agent stated that this was an arm's length transaction.
CNA Data #
2511
45
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 2
Property Reference:
Property Type:
Residential Acreage Vacant Land
Address:
40th Ave SE
Naples, FL 34117
County:
Collier
Location:
South side of 40`h Ave SE
STRAP/ID:
41660440001
Grantor:
Richard M Pedigo
Grantee:
Coastland Homes LLC
Legal Data:
Sale Date:
November 09, 2021
Sale Price:
$33,000
Sale Price per Sq. Ft.:
$0.48
Sale Price per Acre:
$20,755
Recording:
Instr.#6166927
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data # 2512
46
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
105' x 659'
69,260 square feet, 1.590 acres
Rectangular
Appears Level and Fully Wooded
No
None
From 40th Ave SE
100% Slough
None Adverse Apparent
$33,000
Cash to Seller
$0.48
$20,755
Rob Goldsmith -Listing Agent, 239-292-1368
Hannah Dwyer, August 07, 2022
No sales in prior 3 years.
Comments:
This is the sale of a vacant land parcel located off 40th Ave SE in Naples. The parcel was
originally listed for $45,000 before selling at $39,500, however, a corrected deed the dated
the same day was recorded to reflect a sale price change to $33,000. An FDEP wetlands
map indicated that this parcel will need a site plan to determine impacts. The soils are 100%
hydric slough. Attempts to verify this transaction with the buyer or seller parties were
unsuccessful and therefore we have relied on public record.
CNA Data #
2512
47
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 3
Property Reference:
Property Type:
Residential Acreage Vacant Land
Address:
3790 Desoto Blvd S
Naples, FL 34117
County:
Collier
Location:
Corner of Desoto Blvd S and 38' Ave SE
STRAP/ID:
41506560003
Grantor:
Daniel Brunet
Grantee:
Brangus Cattle LLC
Legal Data:
Sale Date:
April 15, 2021
Sale Price:
$45,000
Sale Price per Sq. Ft.:
$0.63
Sale Price per Acre:
$27,439
Recording:
Instr.#6071731
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture use
CNA Data # 2516
48
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Site Data:
Site Dimensions: 105' x 680'
Site Size: 71,438 square feet, 1.640 acres
Shape: Rectangular
Topography: Appears Level and Fully Wooded
Corner/Visibility Influence: Yes
Utilities: None
Access: Corner of Desoto Blvd S and 38th Ave SE
Wetlands/Uplands: Wetlands 45% Uplands 55%
Soils: None Adverse Apparent
Sale Analvsis:
Sale Price: $45,000
Financing: Cash to Seller
Price per SF: $0.63
Price per Acre: $27,439
Sale Confirmation:
Verification: Ayli Medina- Listing Agent, 239-919-9932
Verifying Appraiser: Hannah Dwyer, August 08, 2022
Sale History: No sales in prior 3 years.
Comments:
This is the sale of a vacant land parcel located on the corner of Desoto Blvd S and 38th Ave
SE in Naples. The site was part of multi -parcel purchase of for $110,000 of which $45,000
was attributed to this parcel. A wetlands determination report indicated wetlands on about
45% of the property, which will need an ERP permit to develop on. The listing agent stated
that this was an arm's length transaction.
CNA Data #
2516
49
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
COMPARABLE 4
PrODerty Reference:
Property Type:
Residential Acreage Vacant Land
Address:
38th Ave SE Desoto Blvd S
Naples, FL 34117
County:
Collier
Location:
Corner of 381h Ave SE and Desoto Blvd S
STRAP/ID:
41504760009
Grantor:
Sai Yu Wang
Grantee:
Kenneth Cedeno
Legal Data:
Sale Date:
March 01, 2021
Sale Price:
$35,000
Sale Price per Sq. Ft.:
$0.29
Sale Price per Acre:
$12,456
Recording:
I nstr.#6010876
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data # 2515
50
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Site Data:
Site Dimensions:
181' x 679'
Site Size:
122,404 square feet, 2.810 acres
Shape:
Rectangular
Topography:
Appears level and fully wooded
Corner/Visibility Influence:
Yes
Utilities:
None
Access:
Corner of 38th Ave SE and Desoto Blvd S
Wetlands/Uplands:
50% Depressional Soil
Soils:
None Adverse Apparent
Sale Analvsis:
Sale Price:
$35,000
Financing:
Cash to Seller
Price per SF:
$0.29
Price per Acre:
$12,456
Sale Confirmation:
Verification:
Ilens Sanchez -Listing Agent, 239-825-6487
Verifying Appraiser:
Hannah Dwyer, August 08, 2022
Sale History:
12/13/17-$35,000
Comments:
This is a 2.25 acre vacant land parcel located on the corner of 38th Ave SE and Desoto Blvd
S in Naples. The property has no utilities available and is completely wooded. The zoning
allows for ldu/2.25ac. There is o formal wetlands determination but an informal FDEP
wetlands determination map indicates that this parcel is made up of about 50% depressional
soils on the western portion with the rest being uplands. The sales was arm's length.
CNA Data #
2515
Please note the land sale adjustment grid that follows.
51
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COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Adjustment Analysis: The sales and active listings were compared to each other individually and
collectively as well as being compared to the subject property in order to assist in the adjustment
process.
Property Rights: "An element of comparison in the sales comparison approach; comparable
sales can be adjusted for the effect of differences in the real property rights (fee simple, leased fee,
leasehold, easements, or other encumbrances, etc.) involved in the transactions being compared."
In this analysis all property rights conveyed were fee simple and leased fee, no adjustments were
necessary.
Financing: "The manner in which a transaction was financed; an element of comparison in the
sales comparison approach whereby comparable properties can be adjusted for the influence of
differences between a transaction's financing terms and those assumed in the valuation of a
subject property." In this analysis all of the transactions were cash to the seller, no adjustments
were necessary.
Conditions of Sales: 'An element of comparison in the sales comparison approach; comparable
properties can be adjusted for differences in the motivations of either the buyer or a seller in a
transaction." In this analysis, the four sales are all "arm's length" transactions including no
conditions of sale.
Expenditures Immediately After Sale: "An element of comparison in the sales comparison
approach; comparable properties can be adjusted for any additional investment (e.g., curing
deferred maintenance) that the buyer needed to make immediately after purchase for the
properties to have similar utility to the subject property being valued." None of the four
comparables required expenditures immediately after sale; no adjustment for this factor was
required.
Market Conditions: "An element of comparison in the sales comparison approach; comparable
properties can be adjusted for differences in the points in the real estate cycle at which the
transactions occur. Sometimes called a time adjustment because the differences in dates of sale
are often compared, although the usage can be misleading because property values do not
change merely as the result of the passage of time."
The sales transactions occurred between March 2021 (Sale Four) and November 2021 (Sale
One). Realtors familiar with this market area confirmed that both land and improved property
values had been increasing, especially in the subjects immediate neighborhood towards the end of
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
2021 through early 2022, but have leveled off in recent months. All of the sales occurred 8 months
to a year and 5 months ago and therefore a market conditions adjustment of 8% was applied to
each of the sales
Physical Characteristics: Next the sales were considered and compared with one another and
the subject for physical characteristics. These include location, parcel size, land use classification,
zoning classification, utilities, access and site condition. The analyst will utilize a quantitative
procedure by considering percentage adjustments for physical differences in the sales properties
when compared to the subject. These adjustments will be made on a percentage basis with a net
adjustment being calculated and this being multiplied by the value per square foot to arrive at an
adjusted value per square foot.
Location Adjustment: The subject property is located on the corner of 38' Ave SE and Desoto
Blvd S in Naples. All of the sales are located within the same immediate neighborhood as the
subject and in close proximity. None of the sales required an adjustment in this category.
Size: The subject property contains 1.64 acres or 71,438 square feet. Sale Three is the same size
as the subject and did not require any adjustments in this category. Sale One and Two are slightly
smaller than the subject at 1.59 acres, which tend to sell for more per square foot in the subjects
immediate neighborhood and therefore a downward adjustment of 5% was applied to these sales.
Sale Four is larger than the subject at 2.81 acres which tend to sell for less per square foot and
therefore an upwards adjustment of 25% was applied to this sale.
Land Use Classification: The subject property has a land use classification of Estates
Designation. All of the sales have the same land use designation as the subject and did not
require an adjustment.
Zoning Classification: The subject property is zoned (E) Estates District. All of the sales have
the same zoning as the subject and did not require an adjustment.
Utilities: The subject site currently has no utilities. This is the same for all of the comparables and
therefore no adjustments were made in this category.
Access: The subject property is accessible from frontage along 38' Ave SE and Desoto Blvd S.
Sales One and Two do not benefit from corner access and were adjusted upwards 5%. The
remaining sales both have corner access similar to the subject and were not adjusted.
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
Topography/Site Condition: The subject is vacant, fully wooded with ground brush covering. All
of the sales are considered similar to the subject in this category
Wetlands: The subject is 64% Hydric Slough soils according to an FDEP informal wetlands
determination map. Sales One is 100% wetlands and therefore required an upwards adjustment of
10%. Sale Two is determined to be 100% slough soils and received an upward adjustment of 5%.
Sale Three has 45% wetlands present and received a downward adjustment of 5%. Sale Four is
50% depressional soils and was considered similar to the subject.
Permit Required: The subject is 67% slough soils although an official determination of whether a
permit is needed to develop on the land has not been done. The remaining portion of the subject
site is uplands which would not require a permit. Sale One will need a permit to develop due to
being 100% wetlands and was adjusted upwards 5%. Sale Three was adjusted downwards 5% for
only needing a permit to develop on the wetlands portion of 45%. The remaining sales are
considered similar to the subject and required no adjustments.
Land Sales Discussion: Following will be a brief discussion of each of the four sales utilized in
this analysis to estimate the market value for the subject property.
Land Sale One is the November 22, 2021 purchase of the vacant site located off 26nd Ave SE in
Naples, Florida. The site contains 1.59 acres and was acquired for $40,000 or $0.58 per square
foot. Overall, this sale is rated slightly inferior to the subject due to having the wetland
determination and not being located on a corner. After adjustments the final price per square foot
is $0.70 per square foot.
Land Sale Two is the November 2, 2021 purchase of the vacant site located off 40th Ave SE in
Naples, Florida. The site contains 1.59 acres and was acquired for $33,000 or $0.48 per square
foot. Overall, this sale is rated slightly inferior to the subject due to being 100% slough soils as well
as not having corner access. The final adjusted price for this sale is $0.53 per square foot.
Land Sale Three is the April 15, 2021 purchase of the vacant site located at 3970 Desoto Blvd S
in Naples, Florida. The site contains 1.64 acres and was acquired for $45,000 or $0.63 per square
foot. Overall, this sale is rated as slightly superior to the subject in the wetlands category and
required permit. The final adjusted price for this sale is $0.63 per square foot.
Land Sale Four is the March 1, 2021 purchase of the vacant site located on the corner of 38th Ave
SE and Desoto Blvd S in Naples, Florida. The site contains 2.81 acres and was acquired for
55
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
$35,000 or $0.29 per square foot. Overall, this sale is rated inferior to the subject for its size. The
final adjusted price after market conditions is $0.40 per square foot.
Reconciliation of Sales Comparison Approach
Range of Values
Adj. Sales Price Per SF
Maximum
$0.70
Minimum
$0.40
Mean
$0.56
Median
$0.58
Final Per Sq. Ft. Estimate
$0.61
Please note the statistical data for the final adjusted sale prices.
Final Analysis: Four sales were utilized in the analysis process. The value indicators show an
adjusted range from a low of $0.40 per square foot (Sale Four) to a high of $0.70 per square foot
(Sale One). The mean and median value indications are $0.56 and $0.58 per square foot,
respectively.
Although no one sale is considered most similar to the subject and as such all of the sales are
good representations of vacant land in the subject market. Sales One and Two are the most
recent, and Sales Three and Four are the oldest. All sales are similar in size, with the exception of
Sale Four being bigger -inferior. Sales Three and Four have corner accessibility while Sales One
and Two have access from frontage along one roadway.
The four sales utilized in this report were considered the best available for comparison purposes.
Based on all the preceding information it is our opinion the subject property warrants a value of
$0.61 per square foot, which is slightly above the mean -median values indicated above.
Multiplying this by the 71,438 square feet contained within the subject site provides a value
indication of $43,577 or $44,000, rounded.
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Section 6 - Reconciliation of Value
Summary of Value Conclusions "As -Is"
Cost Approach
Income Approach
Sales Comparison Approach
Not Applied
Not Applied
$44,000
The Cost Approach is based upon the principle of substitution, which states that a prudent
purchaser would not pay more for a property than the amount required to purchase a similar site
and construct similar improvements without undue delay, producing a property of equal desirability
and utility. Since there are no improvements to consider, the cost approach was not used in this
appraisal.
The Income Approach compares rentals of similar properties to the subject. The derived market
rental rates are capitalized at a rate which considers available market financing and investor equity
return requirements. Vacant land is typically not purchased for its ability to generate a positive
cash stream. Therefore, the income approach was not used in this appraisal.
The Sales Comparison Approach references sales of similar properties located in competitive
areas in the market area as researched. The four sales analyzed provide a range of value
indications which supports the final value conclusion. The sales utilized in this analysis provide a
range of actual purchase prices for properties considered to be similar to the subject. The
appraiser properly considered each of the sales studied and analyzed each of these properties in
relationship to the subject in order to arrive at a value estimate for the subject property.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
FORTY-FOUR THOUSAND DOLLARS...................................................................... ($44,000.00).
Respectfully submitted,
�&rA__9_
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Section 7 - Certification and Limiting Conditions
Certification of Michael Jonas, MAI, AI-GRS, CCIM
I certify to the best of my knowledge and belief:
• The statements of fact contained in this report are true and correct.
• The reported analyses, opinions, and conclusions are limited only by the reported
assumptions and limiting conditions and is our personal, impartial and unbiased
professional analyses, opinions, and conclusions.
• 1 have no present or prospective interest in or bias with respect to the property that is the
subject of this report and have no personal interest in or bias with respect to the parties
involved with this assignment.
My engagement in this assignment was not contingent upon developing or reporting
predetermined results.
• My compensation for completing this assignment is not contingent upon the development
or reporting of a predetermined value or direction in value that favors the cause of the
client, the amount of the value opinion, the attainment of a stipulated result, or the
occurrence of a subsequent event directly related to the intended use of this appraisal.
This appraisal assignment was not based upon a requested minimum valuation, a specific
valuation, or the approval of a loan.
• My analyses, opinions, and conclusions were developed, and this report has been
prepared, in conformity with the Uniform Standards of Professional Appraisal Practice of
The Appraisal Foundation and the requirements of the Code of Professional Ethics and the
Standards of Professional Appraisal Practice of the Appraisal Institute, as well as the
requirements of the State of Florida relating to review by its duly authorized
representatives. This report also conforms to the requirements of the Financial Institutions
Reform, Recovery, and Enforcement Act of 1989 (FIRREA).
• The use of this report is subject to the requirements of the Appraisal Institute relating to
review by its duly authorized representatives.
• Michael Jonas has completed the requirements of the continuing education program of the
Appraisal Institute.
• Michael Jonas has made an inspection of the property that is the subject of this report.
• Hannah Dwyer, State -Registered Appraiser Trainee R125089, contributed to the
development of the appraisal report in the form of 45 hours. No additional persons
contributed significant real property appraisal assistance to the signors of this report.
• Michael Jonas has extensive experience in the appraisal/review of similar property types.
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
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• Michael Jonas is currently certified in the state where the subject is located and has
completed the continuing education requirements set forth with the State of Florida.
Certification is current until November 30, 2022.
• Although other appraisers may be contacted as a part of our routine market research
investigations, absolute client confidentiality and privacy are maintained at all times with
regard to this assignment without conflict of interest.
• Michael Jonas is in compliance with the Competency Provision in the USPAP as adopted
in FIRREA 1989 and has sufficient education and experience to perform the appraisal of
the subject property.
• Michael Jonas has not previously appraised the subject property; nor has he performed
any other services related to the subject property in the past three years.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
FORTY-FOUR THOUSAND DOLLARS...................................................................... ($44,000.00).
Respectfully submitted,
CARLSON, NORRIS & ASSOCIATES
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
59
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
General Assumptions & Limiting Conditions
Information Used: No responsibility is assumed for accuracy of information furnished by others
or from others, including the client, its officers and employees, or public records. We are not liable
for such information or for the work of contractors, subcontractors and engineers. The comparable
data relied upon in this appraisal has been confirmed with one or more parties familiar with the
transaction unless otherwise noted; all are considered appropriate for inclusion to the best of my
factual judgment and knowledge.
Certain information upon which the opinions and values are based may have been gathered by
research staff working with the appraiser. Names, professional qualifications and extent of their
participation can be furnished to the client upon request.
Legal, Engineering, Financial, Structural or Mechanical Nature, Hidden Components, Soil:
No responsibility is assumed for matters legal in character or nature nor matters of survey, nor of
any architectural, structural, mechanical or engineering nature. No opinion is rendered as to the
legal nature or condition of the title to the property, which is presumed to be good and marketable.
The property is appraised assuming it is free and clear of all mortgages, liens or encumbrances,
unless otherwise stated in particular parts of this report.
The legal description is presumed to be correct, but I have not confirmed it by survey or otherwise.
I assume no responsibility for the survey, any encroachments or overlapping or other
discrepancies that might be revealed thereby.
I have inspected, as far as possible by observation, the land thereon; however, it was not possible
to personally observe conditions beneath the soil or hidden; as a result, no representation is made
herein as to such matters unless otherwise specifically stated. The estimated market value
assumes that no such conditions exist that would cause a loss of value. I do not warrant against
the occurrence of problems arising from any of these conditions. It is assumed that there are no
hidden or unapparent conditions to the property, soil, subsoil or structures, which would render
them more or less valuable. No responsibility is assumed for any such conditions or for any
expense or engineering to discover them.
Information relating to the location or existence of public utilities has been obtained through inquiry
to the appropriate utility authority, or has been ascertained from visual evidence. No warranty has
been made regarding the exact location or capacities of public utility systems. Subsurface oil, gas
or mineral rights were not considered in this report unless otherwise stated.
Legality of Use: The appraisal is based on the premise that there is or will be full compliance with
all applicable Federal, State and local environmental regulations and laws, unless otherwise stated
in the report; and that all appropriate zoning, building and use regulations and restrictions of all
types have been or will be complied with and required licenses, consent, permits or other authority,
whether local, State, Federal and/or private, have been or can be obtained or renewed for the use
intended and considered in the value estimate.
Component Values: The distribution of the total valuation of this report between land and
improvements applies only under the proposed program of utilization. The separate valuations of
land and buildings must not be used in conjunction with any other appraisal, and are invalid if so
used.
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
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A report related to an estate that is less than the whole fee simple estate applies only to the
fractional interest involved. The value of this fractional interest, plus the value of all other fractional
interests, may or may not equal the value of the entire fee simple estate considered as a whole.
A report relating to the geographic portion of a larger property applies only to such geographic
portion and should not be considered as applying with equal validity to other portions of the larger
property or tract. The value for such geographic portions, plus the value of all other geographic
portions, may or may not equal the value of the entire property or tract considered as a single
entity.
All valuations in the report are applicable only under the estimated program of the highest and best
use and are not necessarily appropriate under other programs of use.
Auxiliary and Related Studies: No environmental or impact studies, special market study or
analysis, highest and best use analysis study or feasibility study has been requested or made by
us unless otherwise specified in this report or in my agreement for services. I reserve the unlimited
right to alter, amend, revise or rescind any of these statements, findings, opinions, values,
estimates or conclusions upon any subsequent study or analysis or previous study or analysis that
subsequently becomes available to us.
Dollar Values, Purchasing Power: The value estimates and the costs used herein are as of the
date of the estimate of value. All dollar amounts are based on the purchasing power and price of
the United States dollar as of the date of value estimate.
Inclusions: Furnishings and equipment or business operations, except as otherwise specifically
indicated, have been disregarded, with only the real estate being considered.
Proposed Improvements Conditioned Value: For the purpose of this appraisal, on- or off -site
improvements proposed, if any, as well as any repairs required, are considered to be completed in
a good and workmanlike manner according to information submitted and/or considered by us. In
cases of proposed construction, the report is subject to change upon inspection of the property
after construction is complete. The estimate of value, as proposed, is as of the date shown, as if
completed and operating at levels shown and projected.
Value Change, Dynamic Market Influences: The estimated value is subject to change with
market changes over time. Value is highly related to interest rates, exposure, time, promotional
effort, supply and demand, terms of sale, motivation and conditions surrounding the offering. The
value estimate considers the productivity and relative attractiveness of the property both physically
and economically in the marketplace.
The estimate of value in this report is not based in whole or in part upon race, color or national
origin of the present owners or occupants of the properties in the vicinity of the property appraised.
In the event this appraisal includes the capitalization of income, the estimate of value is a reflection
of such benefits and my interpretation of income and yields and other factors which were derived
from general and specific market information. Such estimates are made as of the date of the
estimate of value. As a result, they are subject to change, as the market is dynamic and may
naturally change over time. The date upon which the value estimate applies is only as of the date
of valuation, as stated in the letter of transmittal. The appraisal assumes no responsibility for
economic or physical factors occurring at some later date which may affect the opinion stated
herein.
An appraisal is the product of a professionally trained person, but nevertheless is an opinion only,
and not a provable fact. As a personal opinion, a valuation may vary between appraisers based
61
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
upon the same facts. Thus, the appraiser warrants only that the value conclusions are his best
estimate as of the date of valuation. There are no guaranties, either written or implied, that the
property would sell for the expressed estimate of value.
Title Review: Unless otherwise stated, the appraiser has not reviewed an abstract of title relating
to the subject property. No title search has been made, and the reader should consult an attorney
or title company for information and data relative to the property ownership and legal description.
It is assumed that the subject title is marketable, but the title should be reviewed by legal counsel.
Any information given by the appraiser as to a sales history is information that the appraiser has
researched; to the best of my knowledge, this information is accurate, but not warranted.
Management of the Property: It is assumed that the property which is the subject of this report
will be under prudent and competent ownership and management over the entire life of the
property. If prudent and competent management and ownership are not provided, this would have
an adverse effect upon the value of the property appraised.
Confidentiality: We are not entitled to divulge the material (evaluation or valuation) content of this
report and analytical findings or conclusions, or give a copy of this report to anyone other than the
client or his designee, as specified in writing, except as may be required by the Appraisal Institute,
as they may request in confidence for ethic enforcement, or by a court of law with the power of
subpoena.
All conclusions and opinions concerning the analyses as set forth herein are prepared by the
appraisers whose signatures appear. No change of any item in the report shall be made by
anyone other than the appraiser, and the firm shall have no responsibility if any such unauthorized
change is made.
Whenever our opinion herein with respect to the existence or absence of fact is qualified by the
phrase or phrases "to the best of our knowledge", "it appears" or "indicated", it is intended to
indicate that, during the course of our review and investigation of the property, no information has
come to our attention which would give us actual knowledge of the existence or absence of such
facts.
The client shall notify the appraiser of any error, omission or invalid data herein within 10 days of
receipt and return of the report, along with all copies, to the appraiser for corrections prior to any
use whatsoever. Neither our name nor this report may be used in connection with any financing
plans which would be classified as a public offering under State or Federal Security Laws.
Copies, Publication, Distribution, Use of Report: Possession of this report, or any copy thereof,
does not carry with it the right of publication, nor may it be used for other than its intended use.
The physical report remains the property of the firm for the use of the client, with the fee being for
the analytical services only. This report may not be used for any purpose by any person or
corporation other than the client or the party to whom the report is addressed. Additional copies
may not be made without the written consent of an officer of the firm, and then only in its entirety.
Neither all nor any part of the contents of this report shall be conveyed to the public through
advertising, public relations effort, news, sales or other media without my prior written consent and
approval of the client.
It has been assumed that the client or representative thereof, if soliciting funds for his project, has
furnished to the user of this report complete plans, specifications, surveys and photographs of land
and improvements, along with all other information which might be deemed necessary to correctly
analyze and appraise the subject property.
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M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Authentic Copies: Any copy that does not have original signatures of the appraiser is
unauthorized and may have been altered and, therefore, is considered invalid.
Testimony, Consultation, Completion of Contract for Appraisal Services: A contract for
appraisal, consultation or analytical services is fulfilled and the total fee payable upon completion
of the report. The appraisers or those assisting in the preparation of the report will not be asked or
required to give testimony in court or hearing because of having made the appraisal in full or in
part, nor will they be asked or required to engage in post appraisal consultation with client or third
parties except under separate and special arrangement and at an additional fee.
Any subsequent copies of this appraisal report will be furnished on a cost-plus expenses' basis, to
be negotiated at the time of request.
Limit of Liability: Liability of the firm and the associates is limited to the fee collected for
preparation of the appraisal. There is no accountability or liability to any third party.
Fee: The fee for this appraisal or study is for the service rendered, and not for time spent on the
physical report. The acceptance of the report by the client takes with it the agreement and
acknowledgement that the client will pay the negotiated fee, whether said agreement was verbal
or written. The fee is in no way contingent on the value estimated.
Special Limiting Conditions: The Americans with Disabilities Act became effective January 26,
1992. Notwithstanding any discussion of possible readily achievable barrier removable
construction items in this report, Carlson, Norris and Associates, has not made a specific
compliance survey and analysis of this property to determine whether it is in conformance with the
various detailed requirements of the A.D.A. It is possible that a compliance survey of the property
together with a detailed analysis of the requirements of the A.D.A. could reveal that the property is
not in compliance with one or more of the requirements of the A.D.A.; If so, this fact could have a
negative effect on the value estimated herein. Since Carlson, Norris and Associates has no
specific information relating to this issue, nor is Carlson, Norris and Associates qualified to make
such an assessment, the effect of any possible noncompliance with the requirements of the A.D.A.
was not considered in estimating the value of the subject property.
This analysis is made in conformity with the requirements with the Uniform Standards of
Professional Appraisal Practice and the Standards of Professional Conduct of the Appraisal
Institute.
Extraordinary Assumption is defined as: "An assumption, directly related to a specific
assignment, as of the effective date of the assignment results, which, if found to be false, could
alter the appraiser's opinions or conclusions. Extraordinary assumptions presume as fact
otherwise uncertain information about physical, legal, or economic characteristics of the subject
property, or about conditions external to the property, such as market conditions or trends; or
about the integrity of data used in an analysis." An extraordinary assumption may be used in an
assignment only if:
• It is required to properly develop credible opinions and conclusions.
• The appraiser has a reasonable basis for the extraordinary assumption.
• Use of the extraordinary assumption results in a credible analysis; and
63
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
The appraiser complies with the disclosure requirements set forth in USPAP for
extraordinary assumptions.
Please note the following extraordinary assumptions:
• A soil analysis for the site has not been provided for the preparation of this appraisal. In the
absence of a soil report, it is a specific assumption that the site has adequate soils to
support the highest and best use. The analyst is not an expert in area of soils, and would
recommend that an expert be consulted.
• It is assumed that there are no hidden or unapparent conditions to the property, soil, or
subsoil, which would render them more or less valuable. Subsurface oil, gas or mineral
rights were not considered in this report unless otherwise stated. The analyst is not an
expert with respect to subsurface conditions, and would recommend that an expert be
consulted.
• It is assumed that there are no hazardous materials either at ground level or subsurface.
None were noted during the property inspection. The analyst is not an expert in the
evaluation of site contamination, and would recommend that an expert be consulted.
• The appraisers were not provided with a survey of the subject parcel. We relied on the
information found on the Collier County Property Appraiser's website. It is assumed the
subject's land size noted is accurate.
64
M V B BANK AND SMALL BUSINESS ADMINISTRATION
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Section 8 - Addenda
65
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
SUBJECT SPECIAL WARRANTY DEED
IHSTR 44919T9 OR 4620 PG 751 RECORDED 11/3/2010 12;13 PN PAGES 2
DWIGHT E. &ROCK, COLLIER COUNTY CLERK OF THE CIRCUIT COURT
ooCG.70 541,30 REC 51R.50
CONS C5,900.00
Prepmd by Keren'k'vuner
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Minn wda, Miiuwwu 55343
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1541 fdayley Lame Suhe 161
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+ SPF.CIAX, WARRANTY DEED
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County nF{'AANCT
THIS SPECIAL WARRANTY 1}E]Eb is elude this 1(�J -2, fD . bcthvuen Wells Fargo
Bank N.A. as successor by merger to Utchovia Bank, N.A. }laving a business address an 8480
Swgecoach Ircie, Frederick, MD 217W'` raritor' ), and Stephen Craparo, a
�� having a man ling address af_ , 3rR4 f t it, +tlL[!, Ajat3�, FL
VIWITMESSETH, that the said Grantor, for and inpmv deration of the sum of TEN AND
1N01100 DOLLARS ($10,00) and other valuable considergiions, receipt and sufficiency of which
is hereby acknowledged, has gramcd, bargained, re leased, conveyed and
confirmed unto said "Grantee", its succcasors acid assigns, forever, the following demriioed land,
situate, lyilig and being in the County of Collier, Slate offlod&.
The North 103 fact of the North 180 feet of Tract 75, GOLDEN GATE ESTATES [SNIT NO.
91. according to the map or plat then -of, as recotdcd in Plat Booklf Pave 30, of the Public
Records of Collier Colimy, Florida.
Commonly known as- 3820 3$TFI AVE SE, NAPLES, FL 14117 �
Tax Parcel Identification Number. 41506160007 f'
SUR.1FC1', however, to all rewrvatiuns, covenants, conditions, restrictions Sited casements of
record end to al applicable zoning ordinances arWor restrictions or requirements imposed by
govemmentul authorities, if any.
TOGETHER with all Mr; [encmr:nts, hpreditumnts and appurtenances thereto belonging or in
anywise appertaining.
TO HAVE AND TO HOLD the same in fee simple foremr,
66
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
AND Grantor bueby oavoa,an;a with said Guam= i1w Granwr is lawfully s67e4 of s.?id land in
Ire simple:;hat 3t his gaud right u.J lawfu l w0mity 0 sell and convey said land-, and that Said
land i,, frre Of fill enoumbran".1,cmept taxes accruing subSequenl to 2010. That it hvrvby fully
wurann the title to said land end wil l -drfmd the sarna ugarns;;he laWNI claims ofali perwrls
claiming by,;hmugh or under Crpnlur, bu; ppinst none other.
Lu Witacm Whcreol.j* grantor has hereunto rsGt their head(s) and scal{S}the day and ycir Iirsi
above written.
Wells F Bank as ces.Wby mcrgcr W WKIII(Yvia Bank, lti.A.
IF
By --T —
S��mssr�, se+pfed�rnd der'n+erefd ire oarP'pr�serrat:: f.
irreaa Signa;ur* � - 4gnaturo
Print Nampa Print frmc
State or "
County of ) I( u
T c Foreg 'ng lnatrerRVP1 Vl M AFkh0felAged hefaro mo an io by
the VF of wells Forger Balk 14.Nas 9uc.aessorby
rnerger to Waohovia Beads, N.A. whu irate perwmlly Iumvmto roe or who l5is4.Ave produced a
valid driver's li"nse as id ailicetlon-
—
MYMK,tCH
CamJ— Baal— %Tall
N T'ARY PUBLIC
M11carr"am BE
Notary Prim Name
My Commission Expirw
1�1
l A7F6
de
P1F:uf2
+
�M
67
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
FDEP Informal Wetland Determination Map
ia 37'
III P1 pilaf.
101, '1 II 93 100 109
i i.. 1A
54
53
99 'I B 'i' SUBJECT ' 5
78
Im
_
V Legend _ r
i4- i 4 I . - ; • . !1 A 7 3/y I33 ,' y /ti Ftl EP informal WeSlend tletem+inatlona
6J 7. a R fJw "lT�Tii7 uem end I or Flold LocdkNaca Indicate Uplands
1 •� .r f• f - uaW old I or Field Condit laha Indic ate Site Plan 4 Headed to Dst@rmin Impec is
- t � Data and r ar Fiakd Candktlana Indicate Wetlands and Po rmlt Necrssary
111111 Oats rod f yr Field CondlSl pns lndlcale nitcnes and Permit Necessary
The-Ua[eftnlnaslons" m 1his Sigum are lmm Informal pm,appllcadm
T
r¢ 6A I A f, i A wetland d.trrmfnufons pursuant to Section 373 4210). Fs., and
I V 62a12-04N?p, F.A-C. It does not bind the Departmenl, ita agents
12
of araployces, ow does it convey any IogaI rig Ms. e:preaaed or
ImPlled.
42NV
ES-E-
Hydric Solh Modek
a
I1 l{I 1 � - . SInLpM1 „� vaeur a.eew+•
11
68
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
NATIONAL WETLANDS MAP
_ L' "U.S. Fish and Wildlife Service
National Wetlands Inventorywetlands
Au list J, 2022 This rtap is for gene 1 reference �Iy. The US Fim and Mldufe
g Service is not respmswle fmthe at—Gey orun mess of the
w�aanas base data shown on [his map. PJI weffinds related data shadd
Freshwater Emerge nt Wetl and Lake be used in aecondance with the layer meradaw found m the
44eHends Mapper ..bit..
Estuarine and Marine Deepwater . Freshwater ForestedlShrub Wetland ❑ Other
❑ Estuarine and Marine Wetland Freshwater Pond ® Riverine
Hari —I WelI—I-1,y4 Wl]
TAis pe¢was prod,-d by d,e NWI Wper
69
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
USDA SOIL MAP
Soil Wp--Coder county Area. F1mW8
Map Unit Legend
Usp Unit Symbd
Yap Unit Mama
Acres In AOI
Percem of AOI
110
Bryrnwood fine sand-Lkhen
Q-B
41-7%
Im)d complex, 0 to 2 percent
slopes
111
Bryrnwood-Cypress Lake fine
1-0
5&3%
sends -Urban land
aswcros on, 0 la 2 percent
elopes
Totals for Area of Interest
1-9
100-0%
70
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
FLOOD MAP
National Flood Hazard Layer FIRMette UH]_.h1:'r. Legend
SEE FIE REEOaI FOP OETrvriP cEGE]1PM� CGEa MY FOR FlRM PAH4 �51VLT
W� Bmp: Flood Ekrabon LBFEI
SPECIAL FL9[111 W kh BFE « Ge'pth rr,. u. m Ay u. a•
HAZARDAREAS Re$do"le—dwaT
Q2%Anyway Chance Flood Itazatl. Areas
of 1% annual emnce hood wa —age
deptll Ieaa Clan one trot or win drail
areas W nbs i nan one sauarr roft
v,. Future C—dffi a I%Annual
dunce "I"" ]lased
les .
Awdh Reduced Floyd Rek due to
OTHER AREAS GF I.—Sce Hotel. _.::.
"OO HAZARD Area with Flood RI>tr due m Leree:. .
xpaaun Area of Minimal Fltnd named .
Eff,e vve LOMRs
6iMERAREA3 AH tlndetermined Flood Namrd:
GENERAL rea • • dlanrleL Lulven. ee S"" Serer
STRUCT1RRES t I- r I i r L.— Ikkr. or {fiwQnall
s Cp— Seebans wM 1% A —I donee
— Water Surface Etenallon
— — — Coastal Transrct
__--- Base FF Eleralron Lne (BFEI
— Limrc of Study
Turlsdielson 63unda
-�-._ taastal Tralrsect Basebne
UiY�7F
Profile 9aseline
FFXi1�F5
nvdropwoncFeaeure
Rlpta oa>s.wanane
1
noaiptal flat,, Arallable
'•1AI' PyP,: LLS
Lnmapped
The pm dispt" m RIenalrpsan appaaumaie
poly selYM by Cu usrr and does not repteSerM1
an authonta4re p rttI fin.
This ma campbes worn FEMAs.=ndaras for one use of
III&aF flood maps If r is rat rnd as deacnbed below.
the basernap slum enmPlies nnn FEIAaS basemap
accuracy slanaalds
The hood namrd IHosrnalim usderraa nnecW fmon tnr
aultron6be AFHL web se mess pnrnJ b)FOAAA Thus map
s etpo m S - 10_22 u'. 5.21 PM and does rut
re flem ena nit- or a mend menu futlseni uent: I lea do to and
byre. The RrP. any effenlre rdi—um maf change a
become superseded by new data —time.
Tbu map image Is wild d the one w —e od the folmil map
eternenKdorootappeap 6asennapalsa"Jllw .—labels,
le*rld_-__k bar. map creaiirnda�_oommunrtFlden[ibers.
FIRM panetnurrber. and FIRM wHerthe dal. Map Imags for
wwnatPed and onmeeem aed areas raadurw be fined for
rqu latomr mmio-
&esemap: uses fvatkuxw MAy_ ormofmagery: aata relresned dctnnx 2020
71
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
APPRAISER LICENSE
License of Michael P. Jonas, MAI, AI-GRS, CCIM
Ran Gesartis, Gwerrw
dbiar
STATE OF F LORI DA
# r. DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
Halsey 9e4xxs S.eortry
FLORIDA REAL MATE APPRAISAL BD
THE CERTIFIED GENERALAPPRAkSER HERE] N15 CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 475, FLOTUDA STATUTES
1919 COURTNEY DRIVE STE 14 ,
fin' l -:FORT MYERS --- — FL 34109
i
* r*
EXPIRATION DATE P1`DVENE ER 30, 2022
Nwa}T verify licenses online at MyFloridal-icense.corn
Do not alter this document in any form.
This is your license_ lit is unlawful for anyon-e other than the licensee to use this document.
72
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
QUALIFICATIONS OF MICHAEL P. JOHAS, MAI. AI-GRS. CCIM
STATE -CERTIFIED GENERAL REAL ESTATE APPRAISER RZ2623
EDUCATION:
University of Central Florida - 1999 BSBA — Finance
PROFESSIONAL EDUCATION:
Appraisal Institute: National USPAP Update Course, 2012, 2014, 2016, 2020
Appraisal Institute: 2018 Legislative VALUEvent , 2C16
Appraisal Institute: Advanced Income Capitalization, 2003
Appraisal Institute: Advancing the Appraisal Profession, 2019
Appraisal Institute: Analyzing Distressed Real Estate, 2007
Appraisal Institute: Appraisal Laws and Rules, 2000, 2002, 2004, 2020
Appraisal Institute: Appraisal Report Writing, 2005
Appraisal Institute: Artificial Intelligence, AVMS, 2019
Appraisal Institute: Business Practice and Ethics, 2012, 2016, 2019, 2020
Appraisal Institute: Desktop Appraisals 2020
Appraisal Institute: FL State Lawfor Real Estate Appraisers, 2004
Appraisal Institute: Florida Appraisal Laws and Rules, 2012, 2014, 2016
Appraisal Institute: Florida Real Estate Valuation, 2011
Appraisal Institute= Florida State Law for Real Estate Appraisers, 2006
Appraisal Institute= Fundamentals of Separating Real Estate, 2012
Appraisal Institute: Insurance Appraisal, 2011
Appraisal Institute: National US PAP Update Course, 2000, 2002, 2004, 2008, 2008, 201C, 2012
Appraisal Institute: Real Estate Damages, 2011
Appraisal Institute: Reappraising, Readdressing, Reassigning, 2007
Appraisal Institute: Review Theory— General, 2014
Appraisal Institute: Roles]ResponsibilitiesSupervisor/Trainee. 2006, 2009
Appraisal Institute: Specialty Appraisal Continued Education, 2000, 2002, 2004, 2006, 2008,
2012, 2014, 2016
Appraisal Institute: State Law for Real Estate Appraisers, 2008, 2010, 2012
Appraisal Institute: The Appraiser as an Expert Witness, 2C16
Appraisal Institute: Trial Components, 2018
Appraisal Institute: Uniform Appraisal Standards for Federal, 2007
Bert Rodgers: Continuing Education, 2004
Bert Rogers: Real Estate CE, 2006
Bob Hogue: GE for Florida Real Estate Professionals, 2016
CCIM Institute: Financial Analysis Commercial Investment, 2008
CCIM Institute: Financial Analysis for Commercial, 2008
CCIM Institute: Investment Analysis Commercial Investment, 2009
CCIM Institute: Investment Analysis Commercial, 2009
CCIM Institute: Market Analysis Commercial Investment, 2008
CCIM Institute: User Decision Analysis Commercial Industrial, 2009
CLE International: Eminent Domain, 2006
Cooke: CE for Real Estate Professionals, 2015
DPBR: FREAB Board Meeting, 2007
FREE Board Meeting, 2007
Larson Educational Services: Core Law, 2010
M cKi ssock: S upervi sor —Tra inee Course for Florida, 2019
73
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
NABOR Ethics Training: 2004, 2008, 2012, 2016
Southern Real Estate Academy: Broker License, 2DD7
Trans Equity Inc: Care Law, 2012
EXPERIENCE:
1999-200D
Clayton, Roper 8, Marshall
Orlando, FL
2000 —2001
Chapman 8, Associates
Sarasota, FL
2001 —2008
Coast Engineering Consultants, Inc
Naples, FL
2008 — 2009
Orion Bank.
Naples, FL
20D9-2D11
Iberia Bank
Naples, FL
2011 —2014
Integra Realty Resources
Naples, FL
2014 — 2016
Capstone Valuation Advisors, LLC
Naples, FL
2016-2D19
MPJ Real Estate Services, Inc_
Naples, FL
2019 — Present
Carlson, Norris 8, Associates
Fort Myers 8. Naples, FL
PROFESSIONAL MEMBERSHIP:
Appraisal Institute, Member (MAI f AI-GRB) No_ 124H
Certified Commercial Investment Member, CCIM No. 18275 Certification,
State Certified General Appraiser RZ2623 Member, Naples Area Board of Realtors
State of Florida, Registered Real Estate Broker BK700992
Properties appraised include: subdivisions, retail centers, motels, commercial buildings, industrial
buildings, warehouses. mobile home parks, professional offioes, medical offices, ofFceANarehouse
condominiums, single family homes, duplexes, apartment projects, individual condominium projects,
residential lots, acreage, wetlands, special use properties, ranches, conservation easements hotels,
marinas, mixed -use subdivisions, regional malls, gas stations, self --storage facilities and eminent
domain eases_
Appraisal clients include: banks, savings and loan associations, attorneys, corporations, builders,
developers, mortgage companies, insurance companies, home transfer companies, private
individuals, and local, state and federal government agencies_
Qualified as an expertwitness in Monroe and Collier County Circuit Court_
74
orris
1_64 ACRES OF VACANT LAND
UNASSIGNED
Desoto Blvd S
Prepared Far:
Collier County Board of
Commissioners
Attention: Ro-osevelt Leonard, R/VV-
AC, Senior Review Appraiser
Real Property Man a q ement
3335 Tamiam! Trail East, Suite 101
Naples, Florida 34112
Prepared By:
1919 Courtney Drive. Suite 14
Fort Myers, FL 33901
(239) 936-1991
ww.carisonnoms.com
August 12, 2022
Collier County Board of Commissioners
Attention: Roosevelt Leonard, R/W-AC, Senior Review Appraiser
Real Property Management
3335 Tamiami Trail East, Suite 101
Naples, Florida 34112
Re: 1.64 Acres of Vacant Land
Desoto Blvd S
Naples, Florida 34117
Our File Number: 22-179-5A
PO #4500217055
Dear Mr. Leonard,
At your request and authorization, Carlson, Norris and Associates, Inc. have prepared an appraisal
presented in an Appraisal Report of the market value for the above referenced real property. Per
the request of the client, we have provided the market value of the subject on an As -Is basis. The
interest appraised includes the fee simple estate of the subject property.
The subject property is vacant land located east side of Desoto Blvd S, north of 1-75 in Naples,
Florida. The site is rectangular in shape and contains 1.64 acres or 71,438 square feet. The site is
vacant, fully wooded and 100% forested/shrub wetlands. The property contains 100% hydric
slough and depressional soils with the majority being hydric slough. There are no building
improvements. The site will be more fully described within the body of the attached report.
Data, information, and calculations leading to the value conclusion are incorporated in the report
following this letter. The report, in its entirety, including all assumptions and limiting conditions, is
an integral part of, and inseparable from, this letter. Any special assumptions and limiting
considerations were especially noted in Section 7 of this report. Your attention is directed to these
General Assumptions and Limiting Conditions which are part of this report.
The following appraisal sets forth the most pertinent data gathered, the techniques employed, and
the reasoning leading to the opinion of value. The analyses, opinions and conclusions were
developed based on, and this report has been prepared in conformance with, our interpretation of
the guidelines and recommendations set forth in the Uniform Standards of Professional Appraisal
Practice (USPAP) of the Appraisal Foundation, the requirements of the Code of Professional
Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute, the Financial
Institutions Reform, Recovery, and Enforcement Act of 1989 (FIRREA) and Title XI Regulations
1919 Courtney Drive I Fort Myers, FL 339011 Phone 239.936.1991 1 www.carlsonnorris.com
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
August 12, 2022
Page 2
Carlson, Norris and Associates, Inc. does not authorize the out -of -context quoting from or partial
reprinting of this appraisal report. Further, neither all nor any part of this appraisal report shall be
disseminated to the general public by the use of media for public communication without the prior
written consent of the appraiser signing this report.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
THIRTY-NINE THOUSAND DOLLARS....................................................................... ($39,000.00).
PLEASE NOTE: The Novel Coronavirus (COVID-19) outbreak, declared by the World Health
Organization as a global health emergency on 1-30-2020, is causing heightening uncertainty in
local, national and global markets. This outbreak was identified as a pandemic on 3-11-2020 and
further classified as a National Emergency on 3-13-2020. Worldwide cases of COVID-19 have
been identified and the scope of this crisis has expanded. Travel and "shelter in place" restrictions
have been implemented to "blunt the curve" of infections and stem the scale and longevity of this
outbreak. A prolonged medical and economic crisis may have a significant, yet unquantifiable
impact on real estate markets.
The information provided within this appraisal is based on market data available at this juncture
(date of value and date of the report). However, due to the significant uncertainty in property and
capital markets, as well as the rapid unfolding of this event, it is indeterminable for the appraiser to
quantify and assess the impact that this outbreak has had/or will have on real estate property
values. Values and incomes may change more quickly and significantly than during more typical
market conditions.
It should be emphasized that the results of this appraisal analysis and the value
conclusions reported herein are based on the effective date of the appraisal and the
appraiser makes no representation as to the effect on the subject property of any
unforeseen event subsequent to the effective date.
Please refer to the attached appraisal report, plus exhibits, for documentation of the value
estimates contained herein. It has been a pleasure to assist you in this assignment. If you have
any questions concerning the analysis, or if Carlson, Norris and Associates can be of further
service, please contact us.
Respectfully submitted,
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
` _may' i°5 - ,fi ,+ t �c _ - `•. +3w��
e. ., +*'.
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
TABLE OF CONTENTS
SUBJECT AERIAL PHOTOGRAPH............................................................................................................1
SECTION 1 - SUMMARY OF SALIENT FACTS........................................................................3
SECTION 2 - PREMISES OF THE APPRAISAL.......................................................................5
INTENDED USE AND USER OF APPRAISAL........................................................................................................ 5
SCOPEOF WORK..............................................................................................................................................
5
SALESHISTORY................................................................................................................................................8
VALUATIONHISTORY........................................................................................................................................9
APPRAISAL ANALYSIS AND REPORT TYPE........................................................................................................9
EXPOSURETIME...............................................................................................................................................9
MARKETINGTIME............................................................................................................................................10
SECTION 3 - DESCRIPTION OF REAL ESTATE APPRAISED................................................12
COLLIER COUNTY AREA ANALYSIS................................................................................................................12
LOCATIONMAP...............................................................................................................................................26
MARKET AREA DESCRIPTION.........................................................................................................................27
LEGALDESCRIPTION......................................................................................................................................30
OWNEROF RECORD.......................................................................................................................................31
ASSESSEDVALUE AND TAXES.......................................................................................................................31
SITEDESCRIPTION..........................................................................................................................................31
SUBJECT PROPERTY PHOTOGRAPHS.............................................................................................................37
SECTION 4 - HIGHEST AND BEST USE ANALYSIS.............................................................39
HIGHEST AND BEST USE AS THOUGH VACANT...............................................................................................39
SECTION 5 - VALUATION OF THE SUBJECT......................................................................41
VALUE ESTIMATE BY THE COST APPROACH..................................................................................................41
VALUE ESTIMATE BY THE INCOME APPROACH..............................................................................................41
VALUE ESTIMATE BY THE SALES COMPARISON APPROACH.........................................................................41
SECTION 6 - RECONCILIATION OF VALUE.........................................................................59
SUMMARY OF VALUE CONCLUSIONS..............................................................................................................59
SECTION 7 - CERTIFICATION AND LIMITING CONDITIONS..................................................60
CERTIFICATION OF MICHAEL JONAS, MAI, AI-GRS, CCIM...........................................................................60
GENERAL ASSUMPTIONS & LIMITING CONDITIONS.........................................................................................62
SECTION 8 -ADDENDA ....................................................................................................67
SUBJECT QUIT CLAIM DEED.................................................................................................68
FDEPMAP....................................................................................................................69
WETLANDSMAP.............................................................................................................................................70
SOILMAP.......................................................................................................................................................71
FLOODMAP....................................................................................................................................................72
APPRAISERLICENSE......................................................................................................................................73
QUALIFICATIONS OF MICHAEL JONAS, MAI, AI-GRS, CCIM.........................................................................74
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Section 1 -Summary of Salient Facts
Property Reference: 41507000009
Property Type: Vacant Land
Property Address: Unassigned, Desoto Blvd S
Naples, Florida 34117
Report Format:
Appraisal Report
Date Of Inspection:
August 1, 2022
Date Of Value:
August 1, 2022
Date Of Report:
August 12, 2022
Real Estate Interest
Appraised:
Fee Simple
Purpose Of Appraisal: The purpose of this appraisal is to provide our estimate of the
"as is" market value of the fee simple interest of the subject
property for our client according to the reporting standards of the
Uniform Standards of Professional Appraisal Practice (USPAP),
and subject to the extraordinary assumptions stated herein.
Use of the Appraisal: The intended use of the appraisal is to assist the user, the
Collier County Board of County Commissioners, in the potential
acquisition of the subject property.
Intended Users: The intended user of this appraisal is the Collier County Board of
County Commissioners.
Appraisal Client: The client for this appraisal assignment is the Collier County
Board of County Commissioners.
Location: The property is located off Desoto Blvd S, north of 1-75 in
Naples, Florida. The subject property can be found in Section
33, Township 49, Range 28, in Collier County, Florida.
Site Description: The site is rectangular in shape, contains 71,438 square feet or
1.64 acres. The site is fully wooded and is made up of 100%
Freshwater Forested/Shrub Wetlands according to the National
Wetlands Inventory map. In addition, the USDA Web Soil
Survey Map shows 71 % Brynwood Cypress Lake fine sand and
29% Cypress Lake Riviera Copeland fine sands present for the
subject. The FDEP informal wetland determination map
provided by the client indicates the site is 100% hydric
depressional and slough soils with the majority being slough.
The property is currently vacant and unimproved. The site will be
more fully described within the body of the attached report.
3
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Comprehensive Land Use
Plan Designation: Estates Designation
Zoning Classification: E-Estates
Highest And Best Use As The highest and best use for the site would be for low density
Vacant: residential development consistent with the comprehensive land
use plan classification and zoning classification affecting the
property.
Highest And Best Use As The subject property is a vacant unimproved parcel and as such
Improved: an analysis of the site as improved is not appropriate in this
analysis.
Market Value Indications
"As Is":
Market Value Estimate as
of August 1, 2022:
Appraisal Firm:
Appraisers Completing
Report:
Cost Approach: Not Applicable
Income Capitalization Approach: Not Applicable
Sales Comparison Approach: $39,000
$39,000
Carlson, Norris and Associates, Inc.
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
• I, Michael Jonas, the supervisory appraiser of a registered trainee appraiser who
contributed to the development or communication of this appraisal, hereby accept
complete responsibility for any work performed by the registered trainee appraiser named
in this report as if it were my own work.
• Hannah Dwyer, State -Registered Appraiser Trainee R125089, contributed to the
development of the appraisal report in the form of 45 hours. She assisted on the property
inspection, compiled property information, assisted in the highest and best use,
researched and analyzed comparable sale and contributed in the writing of the appraisal
report.
• As of the date of this report, Michael Jonas has completed the requirements of the
continuing education program if the State of Florida, and for the Designated Members of
the Appraisal Institute. As of the date of this report, Hannah Dwyer has completed the
requirements of the continuing education program of the State of Florida.
4
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Section 2 -Premise of the Appraisal
Purpose of Appraisal: The purpose of this appraisal is to estimate the market value of the fee
simple interest of the subject property described on an "as is" basis, under the reporting
requirements of the Uniform Standards of Professional Appraisal Practice (USPAP), as defined by
the Appraisal Foundation.
Use of the Appraisal: The intended use of this appraisal is the user, the Collier County Board of
County Commissioners, in the potential acquisition of the subject property.
Intended User of Appraisal: The intended user of the appraisal is the Collier County Board of
County Commissioners.
Client: The client for this report is the Collier County Board of County Commissioners.
Competency of Appraiser: The appraisers' specific qualifications are included within this report.
These qualifications serve as evidence of their competence for the completion of this appraisal
assignment in compliance with the competency provision contained within the Uniform Standards
of Professional Appraisal Practice as promulgated by the Appraisal Standards Board of the
Appraisal Foundation. The appraisers' knowledge and experience, combined with their
professional qualifications, are commensurate with the complexity of this assignment based on the
following:
• Professional experience
• Educational background and training
Business, professional, academic affiliations and activities
The appraiser has previously provided consultation and value estimates for vacant parcels located
throughout Southwest Florida.
Scope of Work: The Uniform Standards of Professional Appraisal Practice (USPAP) define the
scope of work as: "the type and extent of research and analyses in an assignment". "The scope of
work includes, but is not limited to: the extent to which the property is identified, the extent to which
5
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
tangible property is inspected, the type and extent of market research and the type and extent of
analysis applied to arrive at opinions or conclusions."
The scope of this appraisal has been to collect, confirm, and report data. Other general market
data and conditions have been considered. Consideration has been given the property's zoning
and surrounding improvements and neighborhood. The work performed for this assignment
included but is not limited to the following:
• Extent to which the property was identified
o The property was identified by its STRAP Number, address and legal description.
• Extent to which the property was inspected
o An inspection of the property being appraised as well as the neighborhood in which it
is located was done on August 1, 2022. During the inspection, an inventory of the
property attributes was collected based on visual observation. Please note, the
appraiser was not able to gain full access to the interior portions of the site and
therefore also relied on aerial visuals from the Collier County Property Appraisers
website.
• Type and extent of analysis applied
o The value opinions presented in this report are based upon review and analysis of the
market conditions affecting real property value, including land values and sales data for
similar properties.
o Three approaches were considered to be utilized in determining value. 1) Cost
Approach — either replacement or reproduction cost is used to develop a value
indication for the subject property. 2) Income Approach — valued on the ability of a
property generating a cash stream. 3) Sales Comparison Approach — value indication
is derived by comparing sales of similar properties. It is the most common and
preferred method of land valuation when an appropriate supply of comparable sales is
available.
o As the subject property contains no improvements, the Cost Approach is not
considered to be an applicable appraisal tool.
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
o Vacant land is not generally purchased for its ability to generate a cash stream;
therefore, the Income Approach is not utilized.
o The analyst will utilize the Sales Comparison Approach exclusively in estimating the
market value for the subject property.
o Collection and analysis of comparable land sales in order to perform an opinion of
value for the underlying land.
■ An investigation of comparable land sales and active listings of similar
unimproved properties were utilized. Five sales were considered in order to
make a comparative analysis which would lead to the completion of the Sales
Comparison Approach.
o The value opinion presented in this report is based upon review and analysis of the
market conditions affecting real property value, including land values, the attributes of
competitive properties, and sales data for similar properties.
o Reconciling the value indications from the appropriate approaches to value into a final
value opinion for the subject property; all as of the effective date of this report.
o Preparation of a written report.
To develop the opinion of value, Carlson, Norris and Associates, Inc. performed an appraisal as
defined by the Uniform Standards of Professional Appraisal Practice (USPAP). In this appraisal,
Carlson, Norris and Associates, Inc. used the Sales Comparison Approach to develop a reliable
value indication.
Furthermore, the value conclusion reflects information about the subject and market conditions.
The appraisal of the subject parcel has been presented in the form of an Appraisal Report, which
is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the
USPAP.
Property Rights Appraised: The property ownership rights appraised in this appraisal are those
known as fee simple.
r
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Fee Simple Estate is defined as: "Absolute ownership unencumbered by any other interest or
estate, subject only to the limitations imposed by the governmental powers of taxation, eminent
domain, police power, and escheat.",
Market Value Definition is defined in the Agencies' appraisal regulations as: "The most probable
price that a property should bring in a competitive and open market under all conditions requisite to
a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price
is not affected by undue stimulus. Implicit in this definition are the consummation of a sale as of a
specified date and the passing of title from seller to buyer under conditions whereby:
• Buyer and seller are typically motivated;
• Both parties are well informed or well advised, and acting in what they consider their
own best interests;
• A reasonable time is allowed for exposure in the open market;
• Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements
comparable thereto; and
• The price represents the normal consideration for the property sold unaffected by
special or creative financing or sales concessions granted by anyone associated with
the sale."
(Source: Interagency Appraisal and Evaluation Guidelines; December 10, 2010, Federal
Register, Volume 75, Number 237, Page 77472)
Date of Property Inspection: August 1, 2022
Date of Value Estimate "As Is": August 1, 2022
Date of the Report: August 12, 2022
Sales History: The Uniform Standards of Professional Appraisal Practice requires a statement of
the listings, purchase contracts and sales history of the subject property for the three years prior to
the appraisal date. The subject property has not been sold or transferred within the past 5 years.
The most recent transfer of the property occurred on June 27, 2014 (OR 5056-481) and was
recorded as a Quit Claim Deed. The Grantor is shown as Jewel B. Passed and the Grantee is
1 Unless otherwise noted, all definitions in italics are taken from The Dictionary of Real Estate Appraisal, Sixth Edition, the Appraisal
Institute, Chicago, Illinois (U.S., 2015)
8
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
shown as Albert N. Fleming and Linda M. Fleming. A copy of the quit claim deed can be found in
the addenda of this report.
Active Listing/Purchase Agreement: The subject is not currently under a purchase agreement
or listed for sale.
Valuation History: The Uniform Standards of Professional Appraisal Practice requires the
appraiser to divulge any services provided on the subject property during the preceding three
years. Carlson, Norris and Associates has not previously appraised the subject in the past three
years, nor have we provided additional services related to the subject property during this time
period.
Appraisal Analysis and Report Type: The Appraisal Standards Board controls the process of
making an appraisal of a parcel of real estate. The Board issues rules and guidelines from which
all appraisals and resulting reports are made. The process of administration of those rules and
guidelines is addressed to the Real Estate Appraiser Commission of each respective state. The
Appraisal Standards Board issues the rules and guidelines in the form of a document update
published each year by The Appraisal Foundation. That document is entitled "The Uniform
Standards of Professional Appraisal Practice" (USPAP).
As of January 1, 2016, the two types of appraisal types are; Appraisal Report and Restricted
Appraisal Report. The following definitions have been adopted for each type of report:
• An Appraisal Report: A written report prepared under Standards Rule 2-2(a).
• Restricted Appraisal Report: A written report prepared under Standards Rule 2-
2(b)
This appraisal is reported in an Appraisal Report format.
Exposure Time: Exposure time is the estimated length of time the property would have been
offered prior to a hypothetical market value sale on the effective date of appraisal. It is a
retrospective estimate based on an analysis of recent past events, assuming a competitive and
open market. It assumes not only adequate, sufficient, and reasonable time but also adequate,
sufficient, and reasonable marketing effort. Exposure time is therefore interrelated with appraisal
conclusion of value.
T
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
An estimate of exposure time is not intended to be a prediction of a date of sale or a simple one -
line statement. Instead, it is an integral part of the appraisal analysis and is based on one or more
of the following:
• statistical information about days on the market
• information gathered through sales verification
• interviews of market participants.
The reasonable exposure period is a function of price, time, and use. It is not an isolated estimate
of time alone. Exposure time is different for various types of real estate and under various market
conditions.
In consideration of these factors, we may have analyzed the following:
• Exposure periods of comparable sales revealed during the course of this appraisal;
• Macroeconomic exposure times for the subject property type across the Subject MSA and
the entire United States as published in multiple articles and websites.
• Knowledgeable real estate professionals.
We have also had numerous discussions with brokers active in the Collier County - Southwest
Florida area. All of these persons have indicated the land market has had varying degrees of
activity dependent on type and location.
We have also had discussions with multiple persons having active listings within the market area.
These properties have been on the market from a few months to a few years. The realtors
indicated that they have received mixed levels of interest in the properties at the list prices.
Based on this information it is our opinion an exposure time of twelve months or less appears to be
reasonable and appropriate. This exposure time assumes the subject parcel would have been
competitively priced and aggressively promoted within the market area.
Marketing Time is defined as: "An opinion of the amount of time it might take to sell a real or
personal property interest at the concluded market value level during the period immediately after
10
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
the effective date of an appraisal. Marketing time differs from exposure time, which is always
presumed to precede the effective date of an appraisal. "
Marketing time is the period a prospective investor would forecast to sell the subject property
immediately after the date of value, at the value estimated. The marketing time is an estimate of
the number of months it will require to sell the subject from the date of value, into the future. The
anticipated marketing time is essentially a measure of the perceived level of risk associated with
the marketability, or liquidity, of the subject property. The marketing time estimate is based on the
data used in estimating the reasonable exposure time, in addition to an analysis of the anticipated
changes in market conditions following the date of appraisal. The future price for the subject (at the
end of the marketing time) may or may not equal the appraisal estimate. The future price depends
on unpredictable changes in the physical real estate, demographic and economic trends, real
estate markets in general, supply/demand characteristics for the property type, and many other
factors.
Based on the premise that present market conditions are the best indicators of future performance,
a prudent investor will forecast that, under the conditions described above, the subject will require
a marketing time of twelve months or less.
11
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 3 - Description of Real Estate Appraised
COLLIER COUNTY AREA ANALYSIS
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The subject property is located within Collier County, Florida, some 150 miles south of Tampa and
some 140 miles northwest of Miami. Collier County is located on the extreme southwestern portion
of the state of Florida. Collier County was created in 1923 and was separated out from what was a
larger Lee County. Collier County is named for Barron Collier, a New York City advertising mogul
and real estate developer who had moved to southwest Florida and established himself as
prominent business man and land owner. By the end of the decade railroads and Tamiami Trail
were in -place which opened the area to agricultural and resort development. Florida's first
commercial oil well was drilled in 1943, and the county's pine and cypress logging industry
flourished into the 1950s. The county's economy boomed along with its population shortly after
World War II. In a short span of 30 years the population increased from 6,500 to 86,000 by 1980.
The economy was sustained from agribusiness, tourism and real estate. This turned the county
into one of the fastest growing areas in the country.
PHYSICAL FACTORS
12
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
It is the largest county in the state in terms of land area with 1,998 square miles which includes
821,600 acres of preserves, parks, and refuges. Along with the land area Collier County also has
307 square miles of water to give Collier County a total size of 2,305 square miles. The most
highly developed areas within the county are west of Interstate 75 and along the coastline of the
Gulf of Mexico. Development becomes increasingly sparse the more easterly the location in the
county; and these easterly areas of the county contain a considerable amount of preserved land.
There are three incorporated cities within the county; namely City of Naples, City of Marco Island,
and Everglades City.
The county is famous for its subtropical climate with average high temperatures ranging from 780
F. in January to 920 Fahrenheit in August. The average annual precipitation for the county is 56
inches. This area is also subject to tropical storms and hurricanes. The hurricane season runs
from June through November.
January
65.67:
78.67`
52.6Y
February
66.63
79.03`
54.2-
March
67.23
61
53.45:
April
74.63
67.2-
62.36-
May
76.6`
90.15`
67`
June
81.98:
91.48`
72.54:
July
BY
90.47-
75.48:
August
63.67-
92.43-
75.33-
September-
62.93
91.33-
74.53-
October
77.3-
66.33-
66.2-
November
70.TT
81.63`
59.77`
December
65.98`
77.48`
54.45`
Collier County,
January
FL Rainfall and Srxywfall
0.52Inches
Average
0Inches
February
1.91 Inches
Olnches
March
2.62Inches
Olnches
April
4.32Inches
Olnches
May
4.18Inches
Olnches
June
9.92Inches
Olnches
July
5.74Inches
0Inches
August
6.91 Inches
0Inches
September-
9.04Inches
0Inches
October
5.24Inches
0Inches
11overnber-
0.82Inches
0Inches
December-
2.9Inches
Olnches
ECONOMIC -FINANCIAL FACTORS
There are numerous economic factors that impact the supply and demand for all types of real
estate and housing in any given area. These factors will be considered and discussed in the
following paragraphs. Although these factors are considered individually, they do not act as
independent agents in the marketplace. They interact and effect, one another. Therefore, the
economic -financial factors considered, should be considered in totality, as a part of the economic
framework.
13
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Population: Collier County has 390,774 people living there according to recent 2020 Census
data. making Collier County Florida's 17th most populous county. Collier County had a population
of 322,595 in 2010 and they have experienced a 68,179 person increase over 10 years or 19.37%
growth.
Year .
Population
Growth
Growth Rate
2020
390,774
6,143
1.60%
2019
384,631
6,143
1.62%
2018
378,488
6,143
1.65%
2017
372,345
7,000
1.92%
2016
365,345
9,238
2.59%
2015
356,107
8,781
2.53%
2014
347,326
8,261
2.44%
2013
339,065
6,788
2.04%
2012
332,277
4,645
1.42%
2011
327,632
5,037
1.56%
2010
322,595
170,496
112.10%
Additional population estimates reflect population projections from 2018 to the year 2045 and
compare the three coastal counties in the southwest Florida area. The counties include; Charlotte,
Collier and Lee. The population estimate for the year 2018 for Collier County was 367,000 (actual
was 378,488) and is predicted to increase to around 516,000 in year 2045. This would represent
a 1.064% per year or 26.6% increase in population over the entire period.
Hlatorle and Prujected Pnpulation
Charlotte, Colder, and Lou Counties
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i11
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Demographics within Collier County are predominately White at 89.3%, followed by Black or
African American at 7.4%, Asian at 1.6%, American Indian and Alaska Native at 0.5%, Native
Hawaiian and Other Pacific Islander at 0.1 % and then two or more races filling out the remaining
1.2%.
e White alone, percent
d 89.3%
Q Black OF African American alone, percent ;a::
d 7.4%
QAmerfcan Indian and Alaska Native alone, percent ra:
d 0.5%
Asian alone, percent ;a;
8 1.6%
Q Native Hawaiian and Other Pacific Islander alone, percent ;a.:
8 0.1 %
0 Two or More Races, percent
Q 12%
Q Hispanic or Latina; percent : L.
C?s 28.2%
White alone, not Hispanic or Latina, percent
p 62.5%
Tourism: Tourism is important business for Naples, Marco Island and the Everglades. As the
leading employer and the primary economic engine for the region, the tourism industry is
responsible for over 38,500 jobs in Collier County. About 2 million visitors in 2019 spent over $1.5
billion dollars, resulting in a total economic impact of over $2.1 billion to Collier County. Collier
County enacts a 5% tax on all hotel, campground and vacation rental stays of less than six
months. The distribution of tourist development tax dollars is set according to Collier County
ordinance. The funds are dispersed as follows; beach related projects with 42.56% of the total
Tourist Tax, tourism promotion with 47.85%, and museums with 9.59. Of the 42.56% for beach
related projects, 3.58% is allocated for beach park facilities and the remaining 39.98% is used for
nourishment, pass & inlet management. Of the 47.85% for tourism promotion, 33.57% is used for
destination promotion and administration and the remaining 14.28% is used for amateur sports
complex/debt. Lastly, of the 9.59% allocated for museums, 7.68% is used for county museum
operations, and the remaining 1.91 % is used for non -county museum grants.
New Development: A relatively new town is developing in the eastern part of Collier County
known as Ave Maria. The town is located on what was once largely agricultural land is centered
around Ave Maria University, the country's newest Catholic University. The university opened its
doors in 2007 and currently has about 1,120 students, including 35 in graduate programs. The
school has plans to keep growing and ultimately incorporate around 5,500 more undergraduate
and graduate students. The town is designed to be a compact, walk -able, self-sustaining town
that reflects the community's rural roots while offering a full range of residential options and
commercial services to its residents. The Ave Maria community totals about 5,000 acres, of which
15
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
nearly 20% has designated as the University Campus. A Town Core anchored by the landmark
oratory that also incorporates retail, commercial, and residential living space provides a central
connection between the town and the university. Business is expanding in Collier County as
evidenced by a surgical device company that recently opened its doors on a site near Ave Maria
University in the form of a $25 million manufacturing plant. This construction brought 500
construction jobs to the area and currently employs around 350 workers, with more being added
all the time. Ave Maria has experienced a sever mosquito problem and as a result they have been
sprayed more than 30 times by very safe pesticides in 2015 making it the most sprayed area in
southwest Florida.
A new town has also been proposed in Eastern Collier County. Collier Enterprises got the
Rivergrass project through the Collier County Commission on January 28t", allowing them to begin
planning to develop a 1,000-acre township in Eastern Collier County. The plans are currently being
stalled as the project's impact on approximately 700 acres of primary panther habitat is being
heavily opposed by wildlife organizations such as the Conservancy among many others.
Employment & Income: The most recently reported median household income for Collier County
is at $70,600. From January 2010 until March 2020, Collier County had experienced downward
trends in unemployment getting as low as almost 3%. Then in April 2020 we began to feel the
effects of COVID-19, and Unemployment jumped to 13.4% from 4% the month prior.
Unemployment continued to hang around 10% for the next few months. Collier County's
unemployment rate rose from 3.0 percent in October 2019 to 5.0 percent in September 2020 and
to 5.1 percent in October 2020. The overall trend of unemployment has been trending downward.
Collier County's largest employment concentrations continue to be in industries that are fueled by
population growth. The Real Estate and Rental and Leasing Industry leads the pack with 25,200
industry jobs. Retail trade is in second with 25,071. Accommodation and Food Services is just
behind with 24,833. The rest of the top ten, in descending order are as follows: 24,318 / 22,261 /
16,044 / 14,710 / 14,636 / 13,049 / 12,934.
16
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Below is a breakdDwn of the iargest industries in Collier County.
Deal Estate aid Rental and
t eN5i1 I[4
PoelM rr;ade
Amwnrnodalion and Food
Sarvioor.
HNIM Care ana 50dal
Assistonce
Administrativo and 5uppairt a...
trtherSerwes[except Public
A cbrniF"ralian}
Government
Professional, $ici31 5 IC. and
T!!d'Inicei 4?rYfOk:4 �
rinenca and Insurar - - W
Major employers in Collier County include NCH Healthcare System with 7,017 employees, Collier
County School District with 5,604 employees, and Collier County Local Government with 5,119
employees. As the Collier County population matures, employment in the healthcare industry will
continue to make up a larger part of overall employment. Collier's top employers are listed below.
Rank
Company Name
Employment
1
NCH Healthcare System**
7,017
2
Collier County School District
5,604
3
Collier County Local Government*
5,119
4
Publix Super Market
3,083
5
Arthrex, Inc.**
2,500
6
Walmart
1,480
7
Ritz Carlton -Naples
1,450
3
City of Naples
1,169
9
Physicians Regional
950
ld
Mooring Park
888
Taxes: Florida is one of the few remaining states without a personal income tax. The absence of
personal income taxes draws many people to Florida. Businesses enjoy additional incentive of
17
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
low corporate income taxes. The Florida's tax rate of 6% is one of the lowest in the U.S. and far
below the 12% levied by some states. The largest share of households in Collier County pay
$3,000+ in property taxes.
The Florida statutes provide for the annual assessment and collection of property taxes on real
and personal property. Property taxes are assessed and collected at the county level as revenue
for counties, municipalities, school districts and special taxing districts. The tax rate is set by the
taxing authority. One mill is equal to $1 per $1,000 of property value. The total just value for all
real estate property types in Collier County for 2018 was $112,272,221,732.
Prices: A price index is a tool that simplifies the measurement of price movements in a numerical
series. Movements are measured with respect to the base period, when the index is set to 100.
Our current cost of living index in Collier County is 113.4 meaning that generally speaking the cost
of living is more expensive in Collier County than the average cost of living throughout the United
States. Furthermore, Groceries are at 107.7, Housing is at 143 which is high, but down from 175 in
December of 2016, and Health is at 101 and below you can see the rest of the table and how it
compares to the United States.
Overall
113.4
102.8
10D
G-ee
107.7
102,8
10D
Health
101
98
100
Housing
143
102,6
100
Median Home Cost
330600
$237,100
$231,20D
Utilities
98.6
1013
100
Transportation
88.6
112,6
100
Miscellaneous
108.3
96 9
100
Banking/Interest Rates/Financing: As of December 21, 2021 the prime rate was reported at
3.25%. Approximately one year ago the prime rate was 3.25%. The federal discount rate is most
recently reported to be 0.25%; a year ago was 0.25%. The federal funds rate is 0.25 %, while a
year ago it was 0.25%. The 15-year refinance fixed-rate mortgage increased to 2.45% down 2
base points over the last week. The benchmark 30-year fixed-rate loans in this week's survey
18
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
included an average of 3.20% down 5 base points over the last week. The five-year adjustable
arm rate was at 2.69%. Please see table below.
Prime rate, federal funds rate, COFI
UPDATEDc 1212112 021
THIS WEEK
MONTH AGO
YEAR AGO
WSJ Prime Rate
3.25
3.25
3.25
Federal Discount Rate
0.25
0.25
0.25
Fed Funds Rate (Current target rate 0.00-025)
0.25
0.25
0.25
11th District Cast of Funds
0.23
0.23
0.50
Financing both commercial and residential properties became difficult during the downturn in the
economy. Financing for vacant land is the most difficult. Vacant land is currently being purchased
by investors with cash and expectation of longer holding periods. Generally financing of improved
properties requires loans of 60%-75% of commercial properties and 90%-95% financing available
for residential properties.
Real Estate and Housing: Collier County was spared from the national economic downturn
(2007-2009). Collier County experienced a significant increase in residential and commercial
property values from 2004 through 2006. Several news publications rated Naples as the most
over -valued area of the country with respect to residential housing values. The decline in
residential property values began in 2006. Inventory levels began to rise as investors and owners
positioned themselves to sell at a significant profit. However, buyers were reluctant to purchase
any property with a sense that the economy as a whole was headed for trouble. Many investors
were not able to meet their carrying costs and properties went into foreclosure. Southwest Florida
became the epicenter for residential property foreclosures with communities such as Golden Gate
at the forefront of the crisis in Collier County.
Residential construction projects in various stages of development were stopped as housing
inventories continued to rise and prices began to fall significantly. Southwest Florida thrived on the
residential construction industry; and with no homes to build, this industry was quickly decimated.
Contractors that supplied this industry typically ran their businesses from various industrial
locations in Collier and Lee Counties. This type of property was the first commercial property to be
adversely affected with retail and office properties following.
19
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
There are 24+/- industrial parks and parks of commerce located throughout Collier County. Each
park is proximate to Interstate-75 for connection to major air transportation and water ports. Collier
County's zoning allows the flexibility of properties of 19 acres or more to be zoned as Research
and Technology Parks, which are based on commerce parks and offer advanced infrastructure to
attract technology -based businesses.
Real estate indicators continued to be a bright spot for the region. Single-family building permits for
the coastal counties improved 64 percent from August 2020 to August 2021. Single-family home
sales slipped 5 percent in August 2021 over August 2020, but median prices for all three counties
rose between 21 to 28 percent during the same period. Realtor® Active listings for the coastal
counties were down in August 2021, falling 67 percent from August 2020. Steady increase in
discretionary spending associated with supply -chain disruptions have create some inflationary
pressure across the country and the region.
Single family permits identify houses under construction and therefore reflect jobs in the
construction industry. The data continue to show that, while the COVID-19 pandemic has had
deleterious effects on the economy of Southwest Florida, there appears to be some optimism for
the future based upon the single-family building permit data of the last few months. In Collier
County, 330 permits were issued in October 2021, a decrease of 22 permits (6 percent) from
October 2020, but up 112 permits (51 percent) from September 2021 (see Chart 15)
chart 15: sinoe-FaFnav Bu>Iltline Permits tar confer u
50o -
450
400
350
� aoo
� 250
0
200
150
100
50
0
Single Family Permits Issued -Collier County
2011.2020 Monthly Averages_ Lost Recent 13 Months Data and Trend
----------
* Permits
— — — Linear Trend
0 0 0 �N N N 0 0 �0
N �1 ^1 �W �1 ^1 J_ Q T2 ' d S17
Source: Collier County Grm%th Management Department, indudes unintarporated Collier County permits only
20
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Collier County single-family home sales registered 475 units in October 2021, a decrease of 192
units (29 percent) compared to October 2020. The median price in Collier County rose
substantially by $90 thousand from $560,000 in October 2020 to $650,000 in October 2021 (see
Chart 18).
Transportation: The infrastructure of the county continues to see improvements. Interstate 75
has been widened to six lanes from Fort Myers to Golden Gate Parkway in Naples. The County
recently widened several major corridors such as Immokalee Road, Collier Boulevard, Rattlesnake
Hammock Road and Goodlette-Frank Road. East Naples was not overlooked, with road widening
projects along Collier Boulevard, Santa Barbara Boulevard and Radio Road. Major north south
roads are: US 41, Interstate 75, Airport Pulling Road and Livingston Parkway. The Collier County
Government has worked diligently to develop an efficient road system that will accommodate
future growth; and it is likely to continue to develop the necessary road infrastructure in the years
to come.
Southwest Florida International Airport (RSW) in Fort Myers, Florida satisfies the passenger traffic
needs for the fast-growing population of Southwest Florida. RSW is the eighth fastest growing
airport in the nation, servicing more than 8 million passengers a year. More than two dozen
commercial airlines currently serve Southwest Florida Regional Airport with non-stop service to
more than 27 domestic and two international destinations. The Southwest Florida International
Airport also maintains customs clearing facilities for international cargo. RSW is located off
21
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Interstate-75 in South Lee County, an approximate 30-minute drive from most areas of Naples. In
2005 the airport was completely updated and expanded to meet the growing demand of area
businesses and visitors. The $386 million ultra -modern complex includes a two-story terminal with
28 aircraft gates along three concourses, a new taxiway, and new parking options that includes a
three-story parking structure. The facility will allow for incremental expansion up to 65 gates.
Construction was recently completed on a direct access connection between 1-75 and the airport.
Peak seasonal activity usually occurs in February, March, and April, with significantly lower activity
in the summer months. While all three airports continue to improve from the dip in passenger
activity experienced in April 2020, a complete recovery to pre -pandemic levels is not anticipated in
the short-term. After the large decrease in activity observed in March and April 2020, the charts
better reflect the historic seasonal pattern, albeit at a reduced level. Passenger traffic at RSW was
769,524 in October 2021, up 40 percent from September 2021 and 84 percent greater than
October 2020 (see Chart 1).
Chart 1: SW Florida International Passenger Activity
SW Florida International Airport [RSM Passenger Activity
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The Naples Municipal Airport is a fully certificated air carrier airport. The airport also provides FBO
services for general aviation including fueling and catering. It is the home to charter airlines,
aircraft maintenance facilities, a restaurant, fire/rescue services, mosquito control, car rental
agencies, the Collier County Sheriff's Aviation Unit, flight schools, the Humane Society, and over
40 additional aviation and non -aviation businesses. The airport encompasses approximately 732
acres of land, approximately two miles northeast of Old Naples with convenient access to major
roads and Interstate-75.
22
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
POLITICAL -GOVERNMENTAL FACTORS
The county government is headed by a Board of Commissioners. There are five commissioners,
each assigned to a specific geographical area within the county. A County Manager coordinates
most of the departments including county services, public services, community
development/environmental services, utilities and transportation. The county is currently
experiencing a decline in revenues which will result in future capital improvement plans being
significantly cut back. Additionally, operating expenses are under increasing pressures due to
legislative mandates from the state, escalating costs of property insurance and health benefits,
and the overall economic downturn.
Collier County has experienced an increase of 1.09% in budget between FY 2019 and FY 2020.
The FY 2020 total net county budget is now $26,249,500.
General Fund Supported Capical
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Education: The Collier County public school system currently contains a total of 58 schools with
48,000 students and 3,200 teachers. Collier County averages 2,700 graduates per year. The
below chart shows more detail with regards to the public -school system.
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23
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Collier County is home to several colleges and universities. As mentioned, Ave Maria University is
a newly established Catholic University offering liberal arts -oriented baccalaureate degrees as well
as some graduate degree programs. The county is also home to branch campuses of Florida
Southwestern State College and Florida Gulf Coast University.
Collier County has a high level of education attainment compared to other counties in Florida and
compared. Collier County has 32% of their people attain a bachelor's degree of higher compared
to 27% in Florida and 29% in the United States. Only 14% of those within Collier County have less
than a high school education.
Figure 7: Collier County, FL Education Attainment by Level Comparison [Age 25+] U
Ho schooling = Less than High Sohoo. .9 High School orGEO Some oo liege or Associates Deg ree
Bachelors Oeg ree orhgher
i75% ■ � .
I5% —
50% — — — ■
25%
G Ge�cO- G �tO c0 �acN CP' CA �
SOCIOLOGICAL FACTORS
Recreation: Collier County offers a vast variety of natural and historical attractions. Places to visit
include the 52-acre Naples Zoo, Collier County Museum, Big Cypress National Preserve, Museum
of the Everglades, Naples Botanical Gardens and many other reserves, museums, zoos, etc.
Healthcare: Within Collier County there is the Naples Community Hospital, North Collier Hospital,
Regional Heart Institute, NCH Wellness Centers and other various clinics. Being the largest county
in Florida with a total area of 2,305 square miles its medical facilities manage to cover it all.
Helicopter usage cuts critical minutes from transport time. 83.5% of those within Collier County
have health insurance compared to 86.5% throughout Florida and 90.6% throughout the United
States. The highest percentage of those without healthcare coverage from people making $25,000
and less at 25.6% not covered by insurance.
24
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Figure 1: Percent of People with Health Insurance 14,
Hendry County
Glades County
Morroe County
Collier County
Brow,ard County
Lee County
Compare: Florida
Compare: Orlando -Dell
Daytona Beach
Charlotte County
Compare: United States
1l
o% 50% icolo
Figure S: Percent of People with No Insurance by Income Group
2C%
iC%
0%
Under $25k $50k $75k Over
S25k to to to $100k
$50k $75k $100k
SUMMARY
Collier County is located along the west coast of Florida along the Gulf of Mexico. The climate is
sub -tropical with mild winters that allow for year-round enjoyment of the many attractions this area
offers. Collier County is a desirable destination for residents and non-residents alike. In spite of
the many positives, portions of Collier County were greatly affected by the past housing debacle
which resulted in a significant number of residential foreclosures, trends have been positive in
most recent years though. While the current "improving" economic climate will keep commercial
and residential development at bay in the short term, the availability of commercial vacant land, the
county's numerous natural attractions, and the anticipated future population growth will bode well
for this area over the long term.
Collier County is considered to be a wonderful place to live. There are tremendous opportunities
as far as employment is concerned in many different industries. The diversity of job opportunities
spans a significant range from low-income persons to jobs of very high -income people as well.
There are tremendous recreational facilities with numerous golf course, beaches and recreational
parks, not to mention the significant amount of land that is federally held in conservation in the
eastern portions of the county. The public -school system is good and provides for a well-rounded
public education for the students that reside within the county.
We invite your attention to the location map, which shows the relative location of the subject
property in Naples.
25
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Location Map
Por', Charlotte
(ED Punta Gorda
Babcock
Ranch
Preserve
Boca Grande La Bellt
t"
Lt�
Fort Myers Lehigh Acres O
Cape Coral CV
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Fort Myers
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a
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]a
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071 Belle Glade
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Bonita Springs Ave Maria
2
North Naples
Y
Maples SUBJECT V
CID Big Cypress
Naliorlal
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Everglades
City
26
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Delray Beach
Boca Raton
C Pompano
Beach
Fort
iV Lauderdale
Hialeah
Miami
c
m
Biscayne
Homestead
Na€ional Park
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Market Area Map
C 3RKSCR[IV
f
Harker
Ave Maria
eyards 5 U E J E CT
Golden ate
V.
&Ergladm Pkwy - ;J
Lely
Lely Re rt
Copeland
Marco Island
�-� Goodland {�
Market Area Description: Market area is defined as "The geographic or locational delineation of
the market for a specific category of real estate, i.e., the area in which alternative, similar
properties effectively compete with the subject property in the minds of probable, potential
purchasers and users."
27
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Market Area:
Boundaries: Northern Immokalee Road
Southern US 41
Eastern SR 29
Western Interstate Highway 75
Life Stage: "Because market areas are perceived, organized, constructed, and used
by people, each has a dynamic quality. Appraisers describe this quality
as a market area's life cycle. The complimentary land uses that make up
neighborhoods and homogeneous land uses within districts typically
evolve through four stages:
• Growth — a period during which the market area gains public
favor and acceptance
• Stability — a period of equilibrium without marked gains or losses
• Decline — a period of diminishing demand
• Revitalization — a period of renewal, redevelopment,
modernization and increasing demand" 2
It is our opinion that the subject market area is currently in the growth
cycle. Recently the market has shown increased activity. Sales and
permit activity for commercial and residential construction have been
increasing.
Public Transportation:
Public transportation is provided by Collier Transit
Maintenance/Condition:
The majority of improvements are well maintained and in good condition.
Property Compatibility:
There is an established retail, commercial, retail and office area along
Airport Pulling Road, Immokalee Road, Pine Ridge Road, Vanderbilt
Beach Road, and Tamiami Trail (US-41). Due to the high traffic counts in
this area, retail uses include shopping centers, restaurants, and various
other single -tenant retailers. Supporting residential abounds along
secondary roadways and land uses are primarily single-family residential
or multifamily. Generally speaking, agricultural and rural residential use is
located east of Interstate Highway 75.
Appeal/Appearance:
This area has strong appeal. Appearance ranges from mostly newer
construction and some older structures with generally good to average
appearance.
Neighborhood Access:
Good access exists from major north -south corridors including Collier
Boulevard, Goodlette Frank Road, Livingstone Road, Airport Pulling
Road, US-41 (Tamiami Trail), and 1-75.
The major east -west corridors include Golden Gate Boulevard,
Vanderbilt Beach Road, Pine Ridge Road, and Immokalee Road.
Police/Fire:
Police: Collier County Sheriff / Fire -rescue: Collier County
2 The Appraisal of Real Estate, Fourteenth Edition, , The Appraisal Institute, Chicago, Illinois (U.S., 2014)
28
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Development Potential: There is residential, agricultural, and commercial zoned vacant land
available in the market area. Most exists is to the east portion of the
market area. Future commercial development will be seen mainly along
US-41, Airport -Pulling Road, Vanderbilt Beach Road, Immokalee Road
and Collier Boulevard. Agricultural properties being subdivided into
smaller rural residential parcels.
Development Trend: Residential and commercial properties have had decreasing vacancies
and increasing lease rates. Brokers estimate continued improvement in
this area that could lead to new development in the near future.
Characteristics of Land Immediate properties in the subject market are mostly agricultural and
Usage: residential uses.
Supply of Vacant Tracts: Vacant land is available in the market.
Demand for Vacant Tracts: The supply appears to be in balance with demand at this time.
Neighboring Property Uses: Residential, both single and multi -family, general business, office, retail
and agricultural uses.
Allowable Uses in the Residential both single and multi -family, general business, office, retail,
District: agricultural and governmental uses.
Vacancy rates: Commercial/Agricultural: 2% - 5%
Single Family: 3% - 8%
Naples Economy Q3-2021 (Costar Summary)
While the pandemic caused significant economic disruption in Naples, the market saw
employment rebound sharply beginning in late 2020. While the pace of rehiring has slowed in
2021, the total workforce has improved to nearly 96% of pre -pandemic levels. Prior to the
coronavirus outbreak, Naples had strong economic momentum and appears poised to quickly
recapture that prior momentum once the virus is contained.
Tourism drives much of the Naples metropolitan area's economy, with leisure and hospitality
composing almost 20% of the workforce. This sector, along with retail trade, has been more
exposed to impacts from the ongoing crisis. Naples has nearly 35% of its entire workforce in these
high -risk sectors, the third -highest proportion in Florida. Prior to the pandemic, the market enjoyed
accelerating tourism. In 2019, the Naples metropolitan region's visitor count was up nearly 6%
annually, while 2018 saw tourism grow by nearly 3% over the prior year. While 2020 saw tourism
ultimately downshift, 2021 should enjoy numbers more in line with the prior trend.
The Naples metropolitan area includes the entirety of Collier County with significant population
nodes in Naples, Immokalee, and Marco Island. The market has experienced among the nation's
29
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
strongest population and job growth rates over the past five years. While the overall rate of jobs
added over the year prior to the pandemic had slowed to under 3%, Naples still posted growth
rates of roughly double the national average.
The employment slowdown was divided across most sectors, though the overall losses were also
weighed down by somewhat deeper job losses than the national average in information, finance
and insurance, and management. Naples has also seen significant cooling growth rates, though
still net positive job additions, in both sectors of transportation and warehousing, and construction.
These two industries were among the two strongest employment sectors for the market over the
prior year.
Office -using employment had also slowed to under 2% annual growth, though remained one of
Naples' better -performing areas. In particular, real estate hiring posted an exceptionally strong
prior year, growing over 10%. The real estate sector, by itself, was strong enough to offset the
losses in information, finance, and management.
The unemployment rate had slightly risen in the months leading up to the coronavirus pandemic.
However, unemployment was still tight from a national perspective and had remained well below
the national average, which before the crisis sat at a 50-year-low. The slightly loosening market
was likely more a reflection of the limited available jobs to meet labor force growth.
Naples is one of the older markets in the nation, reflecting its status as a premier retiree
destination. This skews demand for senior housing, assisted living, and medical office space much
higher than a typical U.S. market. The older demographic also drives up the region's affluence and
median incomes, both of which are among the highest in Florida.
Interview with market participants: The appraiser was able to speak via phone conversations
with real estate brokers who are knowledgeable of the market area. These individuals were
contacted to verify sales prices and asking prices of surrounding properties similar to the subject.
Specific names and phone numbers of the individuals contacted were found by using the services
of LoopNet and CoStar and MLS. For the benefit of the reader, we have listed the names, contact
information on the sales exhibits found later in this report.
Legal Description: The legal description of the subject was obtained from the most recent deed
on file with Collier County Property Appraiser's Office (OR 5056-481) and displayed as follows:
30
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
1A 1e,---
Owner of Record: According to information obtained from the Collier County Property
Appraiser's office and the Collier County Tax Collector's office, the current owner of record for the
subject property is listed as follows:
Fleming, Albert N=& Linda M
478 Shubutta-EU Cutta Rd.
Shubuta, Mississippi 39360
Assessed Value and Taxes: According to the Collier County Tax Collector's Office the subject
property is identified by its Parcel Number 41507000009. For the tax year of 2021 the subject
property had combined assessed values of $11,688 at a millage rate of 11.4183 resulting in an
annual tax burden of $150.46. Please note the 2019-2021 tax analysis in tabular form that follows.
The tax summary chart represents resents a summary of the assessed values, taxable values, ad
valorem taxes, non -ad valorem taxes and millage rates.
Assessed Value and Tax Summary
41507000009
Market
Year
Taxable Value
Millage Rate
Tax Liability
Total
Assessed Value
Ad Valorem
Non -Ad Valorem Tax Liability
2021 $11, 688
$11, 688
11.4183
$150.46
$0.00
$150.46
2020 $10,625
$10,625
11.3084
$136.78
$0.00
$136.78
2019 $9,659
$9,659
11.3901
$125.51
$0.00
$125.51
Delinquent Taxes: According to information obtained from the Collier County Tax Collector's
office there are no delinquent or outstanding taxes on the subject property.
Site Description: We invite your attention to the following aerial plat map which shows the relative
size, configuration and location of the subject property. This will be followed by a plat map which
also shows the same information. This will be followed by general site information and data as
well as information on the physical characteristics and economic factors that affect this property.
31
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Subject Aerial Map
Plat Map
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32
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
General Site Information
Address: Unassigned, Desoto Blvd S, Naples, Florida 34117
Parcel Number: 41507000009
Physical Characteristics of the Site
Frontage: The subject has 105 feet along Desoto Blvd S (per County).
Total Site Area: 1.59 acres or 69,260 square feet per the Collier County Property
Appraiser records. We were not provided with a site survey.
Shape of Tract: Rectangular
Access: The subject has access from Desoto Blvd S, a two-lane paved
road. Desoto Blvd S is a dead end going south of the subject.
Corner Influence: This property not located on a corner.
Utilities to Site: No utilities were observed at the time of inspection.
Flood Designation: Flood Zone Code AH, Flood Zone Panel 120067-12021 C0445H,
Dated May 16, 2012. See Flood Map in addenda.
Easements: Typical utility easements are assumed to exist. Road easement
along Desoto Blvd S.
Site Improvements: The site has no improvements.
Topography: The subject parcel is fully wooded with brush ground covering.
According to the National Wetlands Inventory Map the site is 100%
Forested/Shrub Wetlands. Additionally, an FDEP informal wetland
determination map that was provided by the client indicates the
property is 100% hydric depressional and slough soils with the
majority being slough. The USDA Web Soil Survey Map shows
71 % Brynwood Cypress Lake fine sands and 29% Cypress Lake
Riviera Copeland fine sands present for the subject. Due to the
wetlands indicated on the subject property, an Environmental
Resource Permit from the Florida Department of Environmental
Protection would be required for any activities involving the
altercation of surface water flows, however, an official
determination has not been made.
Economic Factors Affecting the Site
Supply of Vacant Tracts: There is an adequate number of vacant residential/agricultural
zoned and residential/agricultural permissible sites located within
the immediate and general vicinity of the subject property.
Demand for Vacant Tracts: Supply and demand appear to be in -line with each other, although
demand has been improving recently.
33
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Neighboring Property Uses: Properties located along Desoto Blvd S generally consist of limited
semi- rural residential uses. Zoning allows for a maximum of one
development unit per 2.25 gross acres
Land Use Designation: Estates
Zoning Classification: E-Estates
Allowable Uses in the Allowable uses in the district will be discussed in detail in the
District: following comprehensive land use plan classification discussion
and zoning discussion. In addition, they will be considered in the
highest and best use analysis for the property.
National Wetlands Inventory: The subject is located in a Freshwater Forested/Shrub Wetland
habitat classified as PF01 Cd. Map is displayed below.
System Palustrine (P): The Palustrine System includes all nontidal wetlands dominated
by trees, shrubs, persistent emergents, emergent mosses or lichens, and all such
wetlands that occur in tidal areas where salinity due to ocean -derived salts is below 0.5
ppt. It also includes wetlands lacking such vegetation, but with all of the following four
characteristics: (1) area less than 8 ha (20 acres); (2) active wave -formed or bedrock
shoreline features lacking; (3) water depth in the deepest part of basin less than 2.5 m (8.2
ft) at low water; and (4) salinity due to ocean -derived salts less than 0.5 ppt.
Class Forested (FO): Characterized by woody vegetation that is 6 m tall or taller.
Split Subclass Broad -Leaved Deciduous (1) : Woody angiosperms (trees or shrubs)
with relatively wide, flat leaves that are shed during the cold or dry season; e.g., black
ash (Fraxinus nigra).
34
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Water Regime Seasonally Flooded (C) : Surface water is present for extended
periods especially early in the growing season, but is absent by the end of the growing
season in most years. The water table after flooding ceases is variable, extending
from saturated to the surface to a water table well below the ground surface.
Special Modifier Partially Drained/Ditched (d) : A partly drained wetland has been
altered hydrologically, but soil moisture is still sufficient to support hydrophytes.
Drained areas that can no longer support hydrophytes are not considered wetland.
This Modifier is also used to identify wetlands containing, or connected to, ditches.
The Partly Drained/Ditched Modifier can be applied even if the ditches are too small to
delineate. The Excavated Modifier should be used to identify ditches that are large
enough to delineate as separate features; however, the Partly Drained/Ditched
Modifier also should be applied to the wetland area affected by the ditching.
Comprehensive Land Use Plan Classification: According to information obtained from the
Collier County Planning Development department, the subject site has a comprehensive land
use plan classification known as Estates.
ESTATES DESIGNATION
The Estates Land Use Designation is characterized by low density semi -rural residential lots with
limited opportunities for other land uses. Typical lots are 2.25 acres in size. However, there are
some legal non -conforming lots as small as 1.14 acres. Residential density is limited to a
maximum of one unit per 2.25 gross acres, or one unit per legal non -conforming lot of record,
exclusive of guesthouses. Multiple family dwelling units, duplexes, and other structures containing
two or more principal dwellings, are prohibited in all Districts and Subdistricts in this Designation.
Generally, the Estates Designation also accommodates future non-residential uses, including:
• Conditional uses and essential services as defined in the Land Development Code, except as
prohibited in the Neighborhood Center Subdistrict. Also, refer to the Conditional Uses Subdistrict.
• Parks, open space and recreational uses.
• Group Housing shall be permitted subject to the definitions and regulations as outlined in the
Collier County Land Development Code (Ordinance No. 04-41, adopted June 22, 2004, effective
October 18, 2004) and consistent with locational requirements in Florida Statutes (Chapter
419.001 F.S.).
35
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
• Schools and school facilities in the Estates Designation north of 1-75, and where feasible and
mutually acceptable, co -locate schools with other public facilities, such as parks, libraries and
community centers to the extent possible.
Group Housing includes the following type facilities:
• Family Care Facility if occupied by not more than six (6) persons shall be permitted in
residential areas.
• Group Care Facility,
• Care Units,
• Adult Congregate Living Facilities, and
• Nursing Homes.
All of the above uses shall be consistent with all of the Goals, Objectives and Policies of the
Golden Gate Area Master Plan.
Zoning Classification: Estates District (E).
The purpose and intent of the Estates Zoning District (E)* is to provide lands for low density
residential development in a semi -rural to rural environment, with limited agricultural activities.
In addition to low density residential density with limited agricultural activities, the E district is
also designed to accommodate as Conditional Uses, Development that provides services for
and is compatible with the low density residential, semi -rural and rural character of the E
district. The E district corresponds to and implements the estate land use designation on the
future land use map of the Collier County GMP, although, in limited instances, it may occur
outside of the estates land use designation. The maximum density permissible in the E
district shall be consistent with and not exceed the density permissible or permitted under the
estates district of the future land use element of the Collier County GMP or as provided under
the Golden Gate Master Plan. Permitted uses include:
1.Single-family dwelling.
2.Family care facilities, subject to section 5.05.04.
3.Essential services, as set forth in section 2.01.03.
4.Educational plants, as an essential service.
36
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Subject Property Photographs
View: Looking
north along Desoto
Blvd S. Subject to
the right.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
View: Looking
south at Desoto
Blvd S. Subject on
the left.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
37
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Subject Property Photographs
View: Looking east
at property frontage
along Desoto Blvd
S.
Photograph date:
August 1, 2022
Taken by: Hannah
Dwyer
38
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Section 4 -Highest and Best Use Analysis
The principal of highest and best use is defined as: "The reasonably probable use of property
that results in the highest value. The four criteria that the highest and best use must meet are
legal permissibility, physical possibility, financial feasibility, and maximum productivity."
The four criteria the highest and best use must meet are legal permissibility, physical possibility,
financial feasibility, and maximum profitability.
• Permissible Use (Legal) - what uses are permitted by zoning and deed restrictions on the
site in question?
• Possible Use- to what uses is it physically possible to put the site in question?
• Feasible Use-, which possible and permissible uses will produce any net return to the
owner of the site?
• Highest and best Use- among the feasible uses, which use will produce the highest net
return or the highest present worth?
HIGHEST AND BEST USE AS VACANT
Legally Permissible Use: Factors that impact the legally permissible uses for the subject property
include such things as the comprehensive land use plan classification, zoning classification, deed
restrictions and government regulations. No specific deed restrictions are known relating to the
property. The subject has a comprehensive land use plan classification of Estates and is zoned (E)
Estates. Some of the uses permitted include; Low -density residential with limited agriculture,
including, but not limited to: single-family dwelling; fruit and vegetable growth for personal
consumption ; keeping fowl or poultry (max 25); educational plants as an essential service;
keeping horses and livestock (2/acre); recreational facilities that are an integral part of residential
development. Residential use is not to exceed 1-DU per/2.25-acres. Due to the wetlands indicated
on the subject property, an Environmental Resource Permit from the Florida Department of
Environmental Protection would be required for any activities involving the altercation of surface
water flows, however, an official determination has not been made.
Physically Possible Uses: The physical aspects of the subject impact legally permissible
development. The site has a rectangular configuration containing a total of 71,438 square feet
or 1.59 acres of site area, more or less. The property has good frontage of 105 feet on 38t" Ave
SE. There are wetlands present on site and the property is fully wooded with brush covering.
39
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
This impacts developability and value for properties of this nature. Currently, no utilities were
present on site. The size of the parcel is sufficient to support low density residential use
Economically and Financially Feasible Uses: Typically, the highest and best use analysis is a
process to eliminate potential uses. In other words, once the uses that are legally permissible
have been determined, consideration of uses which are physically possible will tend to reduce
the legally permissible uses or reinforce them. Likewise, consideration of the economical and
financial aspects of a given property will tend to further refine the uses which have been
previously described as legally permissible and physically possible.
The physical characteristics of this property include vacant low density residential along 38t" Ave
SE. There is an abundance of Estate zoned vacant land in the immediate area. The most
economic and financially feasible uses of the property would be for development of the site as
limited agriculture under the permitted uses or low density residential development.
Maximally Productive Uses: At this point in the highest and best use analysis, the analyst has
considered which uses are reasonably considered to be legal, physically possible as well as
economically and financially supported. The zoning and land use allow for a range of uses
including agricultural such as fruit and vegetable growth for personal consumption and low density
horse and livestock as well as low density residential.
Considering the near -by low density properties, it is our opinion that low density residential use has
the most development potential given the location of the property.
40
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Section 5 - Valuation of the Subject
VALUE ESTIMATE BY THE COST APPROACH
Cost Approach is defined as: "A set of procedures through which a value indication is derived for
the fee simple estate by estimating the current cost to construct a reproduction of (or replacement
for) the existing structure, including an entrepreneurial incentive or profit; deducting depreciation
from the total cost; and adding the estimated land value. Adjustments may then be made to the
indicated value of the fee simple estate in the subject property to reflect the value of the property
interest being appraised."
Since there are no improvements to consider, the cost approach will not be used in this appraisal.
VALUE ESTIMATE BY THE INCOME APPROACH
The Income Approach is defined as "A set of procedures through which an appraiser derives a
value indication for an income -producing property by converting its anticipated benefits (cash flows
and reversion) into property value. This conversion can be accomplished in two ways. One year's
income expectancy can be capitalized at a market -derived capitalization rate or at a capitalization
rate that reflects a specified income pattern, return on investment, and change in the value of the
investment. Alternatively, the annual cash flows for the holding period and the reversion can be
discounted at a specified yield rate."
The Income Approach is widely applied in appraising income -producing properties. Anticipated
future income and/or reversions are discounted to a present worth figure through the capitalization
process. Since vacant agricultural zoned land is typically not purchased for its ability to generate a
positive cash stream, the income approach is not used in this appraisal.
VALUE ESTIMATE BY THE SALES COMPARISON APPROACH
Sales Comparison Approach is defined as: 'A set of procedures in which a value indication is
derived by comparing the property being appraised to similar properties that have been sold
recently, then applying appropriate units of comparison and making adjustments to the sale prices
of the comparables based on the elements of comparison. The sales comparison approach may
be used to value improved properties, vacant land, or land being considered as though vacant; it is
41
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
the most common and preferred method of land valuation when an adequate supply of
comparable sales are available."
The Sales Comparison Approach involves the direct comparison of sales of similar properties,
adjustments for variances, and correlation of the results into a property value indication.
Adjustments to the sale prices of competitive properties selected for comparison are considered as
they relate to the subject property and to the various dissimilar investment features.
The application of this approach produces an estimate of value for a property by comparing it with
similar properties which have been sold or are currently offered for sale in the same or competing
areas.
The valuation of the subject site involves research, analysis, and comparison of sales of similar
properties to the subject. There are several units of comparison applicable for appraisal purposes.
Due to the nature of the subject property and comparable sales, it is our opinion the sales price per
square foot would be the most appropriate for utilization. This unit is calculated by dividing the
sale price of the comparable sales by the number of the square feet contained within the sale.
The subject site is being valued based on highest and best use; and as such, data selection
begins by limiting the sales considered to include only those sites with a highest and best use
similar to that of the subject. From these sales, only the most similar to the subject in terms of
physical and locational characteristics were selected. The appraiser's research uncovered
multiple sales of sites considered appropriate for comparison purposes. These transactions were
included in the analysis process.
In the analysis process, the analyst will utilize a quantitative procedure. In the initial step the
appraiser will utilize a cumulative adjustment for each of the sale properties considering property
rights, financing, conditions of sale, expenditures immediately after the sale and market conditions
(commonly known as time). As the adjustments are cumulative in nature, they must be performed
in the order in which they occur.
Next the analyst will utilize a quantitative procedure by considering physical characteristics
including location, site size, land use/zoning classification, utilities, access and site
condition/topography. After completion of the analysis and adjustment process, the appraiser will
estimate an appropriate value per square foot and multiply this by the number of square feet
42
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
contained within the property in order to estimate the market value for the site. This value estimate
will then be rounded to an appropriate figure for appraisal purposes
We now invite your attention to a land sales location map which follows. This map shows the
relative location of each of the comparables to that of the subject property. Following this will be a
land sales exhibit which will contain land sales data sheets for each transaction utilized in the
analysis process showing the relative size, configuration and location of the site as well as the
relative information for each individual sales transaction. Following the land sales exhibit will be a
summary chart showing the relevant information for the subject and each of the comparable sales
as well as the adjustments and factors which were considered in providing an overall rating for
each of the comparable properties.
The comparable sales map is displayed below.
COMPARABLE SALES MAP
43
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
COMPARABLE1
PrODerty Reference:
Property Type: Residential Acreage Vacant Land
Address: 38th Ave SE
Naples, FL 34117
County: Collier
Location: South side of 38th Ave SE
STRAP/ID:
41508800004
Grantor:
Albert Vazquez -Fonseca
Grantee:
Calisha Vaughn
Legal Data:
Sale Date:
February 03, 2022
Sale Price:
$45,000
Sale Price per Sq. Ft.:
$0.46
Sale Price per Acre:
$19,824
Recording:
I nstr.#6204925
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data #
2517
44
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
147' x 660'
98,881 square feet, 2.270 acres
Rectangular
Appears level and fully wooded
No
None
From 38th Ave SE
100% Wetlands
None Adverse Apparent
$45,000
Cash to Seller
$0.46
$19,824
Nina Llorca-Listing Agent, 239-287-7819
Hannah Dwyer, August 09, 2022
No sales in prior 3 years.
Comments:
This is the sale of vacant land parcel located off the southern side of 38th Ave SE in Naples.
The parcel is fully wooded with no improvements or utilities. The property was listed originally
for $50,000 before selling for $45,000 after about 7 months on the market. A FDEP wetlands
determination indicates this site is 100% wetlands and hydric slough soils. The property will
need an ERP permit in order to develop. The listing agent stated that this was an arm's length
transaction.
CNA Data #
2517
45
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
COMPARABLE 2
Property Reference:
Property Type: Residential Acreage Vacant Land
Address: 26th Ave SE
Naples, FL 34117
County: Collier
Location: North side of 26t" Ave SE
STRAP/ID:
41443640002
Grantor:
Charles Maldonado
Grantee:
Buchy Investments LLC
Legal Data:
Sale Date:
November 22, 2021
Sale Price:
$40,000
Sale Price per Sq. Ft.:
$0.58
Sale Price per Acre:
$25,157
Recording:
I nstr.#6165401
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data #
2511
46
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
658' x 103'
69,260 square feet, 1.590 acres
Rectangular
Appears Level and fully wooded
No
None
From 26th Ave SE
Wetlands 100%
None Adverse Apparent
$40,000
Cash to Seller
$0.58
$25,157
David Huff, 239-649-1990
Hannah Dwyer, August 08, 2022
No sales in prior 3 years.
Comments:
This is the sale of a 1.59 acre vacant land parcel located off 26th Ave SE in Naples. The
parcel is fully wooded and contains no improvements. There are no utilities to the site. An
FDEP wetlands map indicated this parcel is 100% wetlands and would require a ERP permit
in order to develop the land. Zoning allows for low density residential and agricultural uses.
The listing agent stated that this was an arm's length transaction.
CNA Data #
2511
47
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 3
- v,
Property Reference:
Property Type: Residential Acreage Vacant Land
Address: 40th Ave SE
Naples, FL 34117
County: Collier
Location: South side of 401" Ave SE
STRAP/ID:
41660440001
Grantor:
Richard M Pedigo
Grantee:
Coastland Homes LLC
Legal Data:
Sale Date:
November 09, 2021
Sale Price:
$33,000
Sale Price per Sq. Ft.:
$0.48
Sale Price per Acre:
$20,755
Recording:
Instr.#6166927
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data #
2512
48
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
105' x 659'
69,260 square feet, 1.590 acres
Rectangular
Appears Level and Fully Wooded
No
None
From 40th Ave SE
100% Slough
None Adverse Apparent
$33,000
Cash to Seller
$0.48
$20,755
Rob Goldsmith -Listing Agent, 239-292-1368
Hannah Dwyer, August 07, 2022
No sales in prior 3 years.
Comments:
This is the sale of a vacant land parcel located off 40th Ave SE in Naples. The parcel was
originally listed for $45,000 before selling at $39,500, however, a corrected deed the dated
the same day was recorded to reflect a sale price change to $33,000. An FDEP wetlands
map indicated that this parcel will need a site plan to determine impacts. The soils are 100%
hydric slough. Attempts to verify this transaction with the buyer or seller parties were
unsuccessful and therefore we have relied on public record.
CNA Data #
2512
49
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 4
Property Reference:
Property Type: Residential Acreage Vacant Land
Address: 38th Ave SE
Naples, FL 34117
County: Collier
Location: North side of 38' Ave SE
STRAP/ID:
41508760005
Grantor:
Norman Lee Fleet, Indv. and Trustee
Grantee:
Martin and Angela Rosario
Legal Data:
Sale Date:
October 12, 2021
Sale Price:
$31,900
Sale Price per Sq. Ft.:
$0.46
Sale Price per Acre:
$20,063
Recording:
I nstr.#6144468
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data #
2513
50
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
105' x 660'
69,260 square feet, 1.590 acres
Rectangular
Appears Level and Fully wooded
No
Cable, Phone
From 38th Ave SE
100% Slough
None Adverse Apparent
$31,900
Cash to Seller
$0.46
$20,063
David Huff -Listing Agent, 239-649-1990
Hannah Dwyer, August 08, 2022
No qualified sales in prior 3 years
Comments:
This is a fully wooded vacant land parcel located off 38th Ave SE in Naples. The lot of fully
wooded and unimproved. There is cable and phone line available to the site. An FDEP
informal wetlands determination map indicates that this parcel is 100% hydric slough soils.
This was an arm's length transaction.
CNA Data #
2513
51
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, NORRIS & ASSOCIATES
COMPARABLE 5
Property Reference:
Property Type: Residential Acreage Vacant Land
Address: 3890 Desoto Blvd S
Naples, FL 34117
County: Collier
Location: East side of Desoto Blvd S
STRAP/ID: 41506840008
Grantor: Juan Carlos Perez
Grantee: Alejandro and Rosa Vargas, Omar De Jesus Zamora
Legal Data:
Sale Date:
August 09, 2021
Sale Price:
$30,000
Sale Price per Sq. Ft.:
$0.43
Sale Price per Acre:
$18,868
Recording:
Instr.#6111278
Interest Conveyed:
Fee Simple
Deed Conveyed:
Warranty Deed
Land Use:
Estates Designation
Zoning:
E
Highest and Best Use:
Low density residential/agriculture
CNA Data # 2514
52
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Site Data:
Site Dimensions:
Site Size:
Shape:
Topography:
Corner/Visibility Influence:
Utilities:
Access:
Wetlands/Uplands:
Soils:
Sale Analysis:
Sale Price:
Financing:
Price per SF:
Price per Acre:
Sale Confirmation:
Verification:
Verifying Appraiser:
Sale History:
105' x 679'
69,260 square feet, 1.590 acres
Rectangular
Appears level and fully wooded
No
None
From Desoto Blvd S
95% Slough
None Adverse apparent
$30,000
Cash to Seller
$0.43
$18,868
Yulian Gonzalez -Listing Agent, 239-682-6657
Hannah Dwyer, August 08, 2022
No sales in prior 3 years
Comments:
This is a vacant land parcel located on the east side of Desoto Blvd S in Naples. The parcel
is fully wooded with ground brush covering. An FDEP wetlands map indicates this parcel is
95% hydric slough soils and 5% uplands. Zoning will allow for low density residential or
agricultural use. There are no utilities available to the site. This was an arm's length
transaction.
CNA Data #
2514
Please note the land sale adjustment grid that follows.
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In
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
Adjustment Analysis: The sales were compared to each other individually and collectively as
well as being compared to the subject property in order to assist in the adjustment process.
Property Rights: "An element of comparison in the sales comparison approach; comparable
sales can be adjusted for the effect of differences in the real property rights (fee simple, leased fee,
leasehold, easements, or other encumbrances, etc.) involved in the transactions being compared."
In this analysis all property rights conveyed were fee simple, no adjustments were necessary.
Financing: "The manner in which a transaction was financed; an element of comparison in the
sales comparison approach whereby comparable properties can be adjusted for the influence of
differences between a transaction's financing terms and those assumed in the valuation of a
subject property." In this analysis all of the transactions were cash to the seller, no adjustments
were necessary.
Conditions of Sales: 'An element of comparison in the sales comparison approach; comparable
properties can be adjusted for differences in the motivations of either the buyer or a seller in a
transaction." In this analysis, the five sales are all "arm's length" transactions including no
conditions of sale.
Expenditures Immediately After Sale: "An element of comparison in the sales comparison
approach; comparable properties can be adjusted for any additional investment (e.g., curing
deferred maintenance) that the buyer needed to make immediately after purchase for the
properties to have similar utility to the subject property being valued." None of the five
comparables required expenditures immediately after sale; no adjustment for this factor was
required.
Market Conditions: "An element of comparison in the sales comparison approach; comparable
properties can be adjusted for differences in the points in the real estate cycle at which the
transactions occur. Sometimes called a time adjustment because the differences in dates of sale
are often compared, although the usage can be misleading because property values do not
change merely as the result of the passage of time."
The sales transactions occurred between August 2021 (Sale 5) and February 2022 (Sale One).
Realtors familiar with this market area confirmed that both land and improved property values had
been increasing, especially in the subjects immediate neighborhood, but have leveled off in recent
months. Sales Two through Five occurred 6 months or longer ago from the date of value and
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
therefore a market conditions adjustment of 8% was applied to these sales. Sale One occurred 6
months ago and did not require an adjustment in this category.
Physical Characteristics: Next the sales were considered and compared with one another and
the subject for physical characteristics. These include location, parcel size, land use classification,
zoning classification, utilities, access and site condition. The analyst will utilize a quantitative
procedure by considering percentage adjustments for physical differences in the sales properties
when compared to the subject. These adjustments will be made on a percentage basis with a net
adjustment being calculated and this being multiplied by the value per square foot to arrive at an
adjusted value per square foot.
Location Adjustment: The subject property is located along the east side of Desoto Blvd S in
Naples. All of the sales are located within the same immediate neighborhood as the subject and in
close proximity. None of the sales required an adjustment in this category.
Size: The subject property contains 1.64 acres or 71,438 square feet. Sale One required an
upward adjustment for being bigger (inferior) at 2.27 acres, as bigger properties tend to sell for less
per square foot. Sales Two through Five received a downward adjustment of 5% for being slightly
smaller than the subject at 1.59 acres each.
Land Use Classification: The subject property has a land use classification of Estates
Designation. All of the sales have the same land use designation as the subject and did not
require an adjustment.
Zoning Classification: The subject property is zoned (E) Estates District. All of the sales have
the same zoning as the subject and did not require an adjustment.
Utilities: The subject site currently has no utilities. This is the same for all of the comparables
aside from Sale Four which has cable and phone available. However, this does not warrant an
adjustment and therefore none of the comparable sales were adjusted for this factor.
Access: The subject property is accessible from frontage along Desoto Blvd S. All of the sales
are considered similar to the subject with access through frontage along nearby roadways.
Topography/Site Condition: The subject is vacant, fully wooded with ground brush covering. All
of the sales are considered similar to the subject in this category.
56
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
Wetlands: The subject is 100% Hydric Slough and Depressional soils. Sales Three, Four and
Five are considered similar to the subject in this category. Sales One and Two have been
designated 100% wetlands and received an upwards adjustment of 5%
Permit Required: The subject is 100% freshwater forested wetlands with an FDEP wetlands
determination map also indicating the site is 100% slough and depressional soils. Sales One and
Two are required to obtain a permit and the remaining sales are undetermined. No adjustments
were made in this category due to the subject not having any indicated upland soils to develop on
which is the same for the comparables.
Land Sales Discussion: Following will be a brief discussion of each of the five sales utilized in
this analysis to estimate the market value for the subject property.
Land Sale One is the February 3, 2022 purchase of the vacant site located off 38nd Ave SE,
Naples, Florida. The site contains 2.27 acres and was acquired for $45,000 or $0.46 per square
foot. Overall, this sale is rated slightly inferior to the subject due to its larger size. The final adjusted
price for this sale is $0.57 per square foot.
Land Sale Two is the November22, 2021 purchase of the vacant site located off 261h Ave SE in
Naples, Florida. The site contains 1.59 acres and was acquired for $40,000 or $0.58 per square
foot. Overall, this sale is rated similar to the subject. The final adjusted price for this sale is $0.61
per square foot
Land Sale Three is the November 9, 2021 purchase of the vacant site located off 40th Ave SE in
Naples, Florida. The site contains 1.59 acres and was acquired for $33,000 or $0.48 per square
foot. Overall, this sale is rated as similar to the subject. The final adjusted price for this sale is
$0.48 per square foot.
Land Sale Four is the October 12, 2021 purchase of the vacant site located off 38th Ave SE in
Naples, Florida. The site contains 1.59 acres and was acquired for $31,900 or $0.46 per square
foot. Overall, this sale is rated similar to the subject. The final adjusted price for this sale is $0.47
per square foot.
Land Sale Five is the August 9, 2021 purchase of the vacant site located at 3890 Desoto Blvd S
in Naples, Florida. The site contains 1.59 acres and was acquired for $30,000 or $0.43 per square
foot. Overall, this sale is rated as similar to the subject. The final adjusted price for this sale is
$0.44 per square foot.
57
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
Please note the statistical data from the final adjusted sale prices presented below.
Reconciliation of Sales Comparison Approach
Range of Values
Adj. Sales Price Per SF
Maximum
$0.61
Minimum
$0.44
Mean
$0.51
Median
$0.48
Final Per Sq. Ft. Estimate
$0.55
Final Analysis: Five sales were utilized in the analysis process. The value indicators show an
adjusted range from a low of $0.44 per square foot (Sale Five) to a high of $0.61 per square foot
(Sale Two). The mean and median value indications are $0.51 and $0.48 per square foot,
respectively.
No one sale is considered most similar to the subject and as such all of the sales are good
representations of vacant land in the subject market. Sale One is the most recent sale, and Sale
Five is the oldest. All five sales are of the same, topography, zoning and land use classification.
Sale One was adjusted upward for inferior size (bigger) and wetlands determination while Sale
Two was adjusted downwards for superior size (smaller) and adjusted upwards for wetlands
determination. The remaining sales were adjusted downward for smaller size. All of the
comparable sales are in close proximity to the subject.
The five sales utilized in this report were considered the best available for comparison purposes.
Based on all the preceding information it is our opinion the subject property warrants a value of
$0.55 per square foot which slightly above the mean -median values indicated above. Multiplying
this by the 71,438 square feet contained within the subject site provides a value indication of
$39,291 or $39,000 rounded.
58
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Section 6 - Reconciliation of Value
Summary of Value Conclusions "As -Is"
Cost Approach
Income Approach
Sales Comparison Approach
Not Applied
Not Applied
$39,000
The Cost Approach is based upon the principle of substitution, which states that a prudent
purchaser would not pay more for a property than the amount required to purchase a similar site
and construct similar improvements without undue delay, producing a property of equal desirability
and utility. Since there are no improvements to consider, the cost approach was not used in this
appraisal.
The Income Approach compares rentals of similar properties to the subject. The derived market
rental rates are capitalized at a rate which considers available market financing and investor equity
return requirements. Vacant land is typically not purchased for its ability to generate a positive
cash stream. Therefore, the income approach was not used in this appraisal.
The Sales Comparison Approach references sales of similar properties located in competitive
areas in the market area as researched. The five sales analyzed provide a range of value
indications which supports the final value conclusion. The sales utilized in this analysis provide a
range of actual purchase prices for properties considered to be similar to the subject. The
appraiser properly considered each of the sales studied and analyzed each of these properties in
relationship to the subject in order to arrive at a value estimate for the subject property.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
THIRTY-NINE THOUSAND DOLLARS....................................................................... ($39,000.00).
Respectfully submitted,
;��r)71�
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
59
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Section 7 - Certification and Limiting Conditions
Certification of Michael Jonas, MAI, AI-GRS, CCIM
I certify to the best of my knowledge and belief:
• The statements of fact contained in this report are true and correct.
• The reported analyses, opinions, and conclusions are limited only by the reported
assumptions and limiting conditions and is our personal, impartial and unbiased
professional analyses, opinions, and conclusions.
• 1 have no present or prospective interest in or bias with respect to the property that is the
subject of this report and have no personal interest in or bias with respect to the parties
involved with this assignment.
My engagement in this assignment was not contingent upon developing or reporting
predetermined results.
• My compensation for completing this assignment is not contingent upon the development
or reporting of a predetermined value or direction in value that favors the cause of the
client, the amount of the value opinion, the attainment of a stipulated result, or the
occurrence of a subsequent event directly related to the intended use of this appraisal.
This appraisal assignment was not based upon a requested minimum valuation, a specific
valuation, or the approval of a loan.
• My analyses, opinions, and conclusions were developed, and this report has been
prepared, in conformity with the Uniform Standards of Professional Appraisal Practice of
The Appraisal Foundation and the requirements of the Code of Professional Ethics and the
Standards of Professional Appraisal Practice of the Appraisal Institute, as well as the
requirements of the State of Florida relating to review by its duly authorized
representatives. This report also conforms to the requirements of the Financial Institutions
Reform, Recovery, and Enforcement Act of 1989 (FIRREA).
• The use of this report is subject to the requirements of the Appraisal Institute relating to
review by its duly authorized representatives.
• Michael Jonas has completed the requirements of the continuing education program of the
Appraisal Institute.
• Michael Jonas has made an inspection of the property that is the subject of this report.
• Hannah Dwyer, State -Registered Appraiser Trainee R125089, contributed to the
development of the appraisal report in the form of 45 hours. No additional persons
contributed significant real property appraisal assistance to the signors of this report.
• Michael Jonas has extensive experience in the appraisal/review of similar property types.
60
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
• Michael Jonas is currently certified in the state where the subject is located and has
completed the continuing education requirements set forth with the State of Florida.
Certification is current until November 30, 2022.
• Although other appraisers may be contacted as a part of our routine market research
investigations, absolute client confidentiality and privacy are maintained at all times with
regard to this assignment without conflict of interest.
• Michael Jonas is in compliance with the Competency Provision in the USPAP as adopted
in FIRREA 1989 and has sufficient education and experience to perform the appraisal of
the subject property.
• Michael Jonas has not previously appraised the subject property; nor has he performed
any other services related to the subject property in the past three years.
Based on market conditions existing as of the effective date of appraisal, and in consideration of
the property as it existed on this date, it is our opinion the subject property, under the extraordinary
assumptions as discussed in this report, warranted a market value in its "as is" condition in fee
simple ownership on August 1, 2022 of:
THIRTY-NINE THOUSAND DOLLARS....................................................................... ($39,000.00).
Respectfully submitted,
CARLSON, NORRIS & ASSOCIATES
Michael Jonas, MAI, AI-GRS, CCIM
State -certified general real estate appraiser RZ2623
61
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
General Assumptions & Limiting Conditions
Information Used: No responsibility is assumed for accuracy of information furnished by others
or from others, including the client, its officers and employees, or public records. We are not liable
for such information or for the work of contractors, subcontractors and engineers. The comparable
data relied upon in this appraisal has been confirmed with one or more parties familiar with the
transaction unless otherwise noted; all are considered appropriate for inclusion to the best of my
factual judgment and knowledge.
Certain information upon which the opinions and values are based may have been gathered by
research staff working with the appraiser. Names, professional qualifications and extent of their
participation can be furnished to the client upon request.
Legal, Engineering, Financial, Structural or Mechanical Nature, Hidden Components, Soil:
No responsibility is assumed for matters legal in character or nature nor matters of survey, nor of
any architectural, structural, mechanical or engineering nature. No opinion is rendered as to the
legal nature or condition of the title to the property, which is presumed to be good and marketable.
The property is appraised assuming it is free and clear of all mortgages, liens or encumbrances,
unless otherwise stated in particular parts of this report.
The legal description is presumed to be correct, but I have not confirmed it by survey or otherwise.
I assume no responsibility for the survey, any encroachments or overlapping or other
discrepancies that might be revealed thereby.
I have inspected, as far as possible by observation, the land thereon; however, it was not possible
to personally observe conditions beneath the soil or hidden; as a result, no representation is made
herein as to such matters unless otherwise specifically stated. The estimated market value
assumes that no such conditions exist that would cause a loss of value. I do not warrant against
the occurrence of problems arising from any of these conditions. It is assumed that there are no
hidden or unapparent conditions to the property, soil, subsoil or structures, which would render
them more or less valuable. No responsibility is assumed for any such conditions or for any
expense or engineering to discover them.
Information relating to the location or existence of public utilities has been obtained through inquiry
to the appropriate utility authority, or has been ascertained from visual evidence. No warranty has
been made regarding the exact location or capacities of public utility systems. Subsurface oil, gas
or mineral rights were not considered in this report unless otherwise stated.
Legality of Use: The appraisal is based on the premise that there is or will be full compliance with
all applicable Federal, State and local environmental regulations and laws, unless otherwise stated
in the report; and that all appropriate zoning, building and use regulations and restrictions of all
types have been or will be complied with and required licenses, consent, permits or other authority,
whether local, State, Federal and/or private, have been or can be obtained or renewed for the use
intended and considered in the value estimate.
Component Values: The distribution of the total valuation of this report between land and
improvements applies only under the proposed program of utilization. The separate valuations of
land and buildings must not be used in conjunction with any other appraisal, and are invalid if so
used.
62
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
A report related to an estate that is less than the whole fee simple estate applies only to the
fractional interest involved. The value of this fractional interest, plus the value of all other fractional
interests, may or may not equal the value of the entire fee simple estate considered as a whole.
A report relating to the geographic portion of a larger property applies only to such geographic
portion and should not be considered as applying with equal validity to other portions of the larger
property or tract. The value for such geographic portions, plus the value of all other geographic
portions, may or may not equal the value of the entire property or tract considered as a single
entity.
All valuations in the report are applicable only under the estimated program of the highest and best
use and are not necessarily appropriate under other programs of use.
Auxiliary and Related Studies: No environmental or impact studies, special market study or
analysis, highest and best use analysis study or feasibility study has been requested or made by
us unless otherwise specified in this report or in my agreement for services. I reserve the unlimited
right to alter, amend, revise or rescind any of these statements, findings, opinions, values,
estimates or conclusions upon any subsequent study or analysis or previous study or analysis that
subsequently becomes available to us.
Dollar Values, Purchasing Power: The value estimates and the costs used herein are as of the
date of the estimate of value. All dollar amounts are based on the purchasing power and price of
the United States dollar as of the date of value estimate.
Inclusions: Furnishings and equipment or business operations, except as otherwise specifically
indicated, have been disregarded, with only the real estate being considered.
Proposed Improvements Conditioned Value: For the purpose of this appraisal, on- or off -site
improvements proposed, if any, as well as any repairs required, are considered to be completed in
a good and workmanlike manner according to information submitted and/or considered by us. In
cases of proposed construction, the report is subject to change upon inspection of the property
after construction is complete. The estimate of value, as proposed, is as of the date shown, as if
completed and operating at levels shown and projected.
Value Change, Dynamic Market Influences: The estimated value is subject to change with
market changes over time. Value is highly related to interest rates, exposure, time, promotional
effort, supply and demand, terms of sale, motivation and conditions surrounding the offering. The
value estimate considers the productivity and relative attractiveness of the property both physically
and economically in the marketplace.
The estimate of value in this report is not based in whole or in part upon race, color or national
origin of the present owners or occupants of the properties in the vicinity of the property appraised.
In the event this appraisal includes the capitalization of income, the estimate of value is a reflection
of such benefits and my interpretation of income and yields and other factors which were derived
from general and specific market information. Such estimates are made as of the date of the
estimate of value. As a result, they are subject to change, as the market is dynamic and may
naturally change over time. The date upon which the value estimate applies is only as of the date
of valuation, as stated in the letter of transmittal. The appraisal assumes no responsibility for
economic or physical factors occurring at some later date which may affect the opinion stated
herein.
An appraisal is the product of a professionally trained person, but nevertheless is an opinion only,
and not a provable fact. As a personal opinion, a valuation may vary between appraisers based
63
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
upon the same facts. Thus, the appraiser warrants only that the value conclusions are his best
estimate as of the date of valuation. There are no guaranties, either written or implied, that the
property would sell for the expressed estimate of value.
Title Review: Unless otherwise stated, the appraiser has not reviewed an abstract of title relating
to the subject property. No title search has been made, and the reader should consult an attorney
or title company for information and data relative to the property ownership and legal description.
It is assumed that the subject title is marketable, but the title should be reviewed by legal counsel.
Any information given by the appraiser as to a sales history is information that the appraiser has
researched; to the best of my knowledge, this information is accurate, but not warranted.
Management of the Property: It is assumed that the property which is the subject of this report
will be under prudent and competent ownership and management over the entire life of the
property. If prudent and competent management and ownership are not provided, this would have
an adverse effect upon the value of the property appraised.
Confidentiality: We are not entitled to divulge the material (evaluation or valuation) content of this
report and analytical findings or conclusions, or give a copy of this report to anyone other than the
client or his designee, as specified in writing, except as may be required by the Appraisal Institute,
as they may request in confidence for ethic enforcement, or by a court of law with the power of
subpoena.
All conclusions and opinions concerning the analyses as set forth herein are prepared by the
appraisers whose signatures appear. No change of any item in the report shall be made by
anyone other than the appraiser, and the firm shall have no responsibility if any such unauthorized
change is made.
Whenever our opinion herein with respect to the existence or absence of fact is qualified by the
phrase or phrases "to the best of our knowledge", "it appears" or "indicated", it is intended to
indicate that, during the course of our review and investigation of the property, no information has
come to our attention which would give us actual knowledge of the existence or absence of such
facts.
The client shall notify the appraiser of any error, omission or invalid data herein within 10 days of
receipt and return of the report, along with all copies, to the appraiser for corrections prior to any
use whatsoever. Neither our name nor this report may be used in connection with any financing
plans which would be classified as a public offering under State or Federal Security Laws.
Copies, Publication, Distribution, Use of Report: Possession of this report, or any copy thereof,
does not carry with it the right of publication, nor may it be used for other than its intended use.
The physical report remains the property of the firm for the use of the client, with the fee being for
the analytical services only. This report may not be used for any purpose by any person or
corporation other than the client or the party to whom the report is addressed. Additional copies
may not be made without the written consent of an officer of the firm, and then only in its entirety.
Neither all nor any part of the contents of this report shall be conveyed to the public through
advertising, public relations effort, news, sales or other media without my prior written consent and
approval of the client.
It has been assumed that the client or representative thereof, if soliciting funds for his project, has
furnished to the user of this report complete plans, specifications, surveys and photographs of land
and improvements, along with all other information which might be deemed necessary to correctly
analyze and appraise the subject property.
64
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Authentic Copies: Any copy that does not have original signatures of the appraiser is
unauthorized and may have been altered and, therefore, is considered invalid.
Testimony, Consultation, Completion of Contract for Appraisal Services: A contract for
appraisal, consultation or analytical services is fulfilled and the total fee payable upon completion
of the report. The appraisers or those assisting in the preparation of the report will not be asked or
required to give testimony in court or hearing because of having made the appraisal in full or in
part, nor will they be asked or required to engage in post appraisal consultation with client or third
parties except under separate and special arrangement and at an additional fee.
Any subsequent copies of this appraisal report will be furnished on a cost-plus expenses' basis, to
be negotiated at the time of request.
Limit of Liability: Liability of the firm and the associates is limited to the fee collected for
preparation of the appraisal. There is no accountability or liability to any third party.
Fee: The fee for this appraisal or study is for the service rendered, and not for time spent on the
physical report. The acceptance of the report by the client takes with it the agreement and
acknowledgement that the client will pay the negotiated fee, whether said agreement was verbal
or written. The fee is in no way contingent on the value estimated.
Special Limiting Conditions: The Americans with Disabilities Act became effective January 26,
1992. Notwithstanding any discussion of possible readily achievable barrier removable
construction items in this report, Carlson, Norris and Associates, has not made a specific
compliance survey and analysis of this property to determine whether it is in conformance with the
various detailed requirements of the A.D.A. It is possible that a compliance survey of the property
together with a detailed analysis of the requirements of the A.D.A. could reveal that the property is
not in compliance with one or more of the requirements of the A.D.A.; If so, this fact could have a
negative effect on the value estimated herein. Since Carlson, Norris and Associates has no
specific information relating to this issue, nor is Carlson, Norris and Associates qualified to make
such an assessment, the effect of any possible noncompliance with the requirements of the A.D.A.
was not considered in estimating the value of the subject property.
This analysis is made in conformity with the requirements with the Uniform Standards of
Professional Appraisal Practice and the Standards of Professional Conduct of the Appraisal
Institute.
Extraordinary Assumption is defined as: "An assumption, directly related to a specific
assignment, as of the effective date of the assignment results, which, if found to be false, could
alter the appraiser's opinions or conclusions. Extraordinary assumptions presume as fact
otherwise uncertain information about physical, legal, or economic characteristics of the subject
property, or about conditions external to the property, such as market conditions or trends; or
about the integrity of data used in an analysis." An extraordinary assumption may be used in an
assignment only if:
• It is required to properly develop credible opinions and conclusions.
• The appraiser has a reasonable basis for the extraordinary assumption.
• Use of the extraordinary assumption results in a credible analysis; and
65
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
The appraiser complies with the disclosure requirements set forth in USPAP for
extraordinary assumptions.
Please note the following extraordinary assumptions:
• A soil analysis for the site has not been provided for the preparation of this appraisal. In the
absence of a soil report, it is a specific assumption that the site has adequate soils to
support the highest and best use. The analyst is not an expert in area of soils, and would
recommend that an expert be consulted.
• It is assumed that there are no hidden or unapparent conditions to the property, soil, or
subsoil, which would render them more or less valuable. Subsurface oil, gas or mineral
rights were not considered in this report unless otherwise stated. The analyst is not an
expert with respect to subsurface conditions, and would recommend that an expert be
consulted.
• It is assumed that there are no hazardous materials either at ground level or subsurface.
None were noted during the property inspection. The analyst is not an expert in the
evaluation of site contamination, and would recommend that an expert be consulted.
• The appraisers were not provided with a survey of the subject parcel. We relied on the
information found on the Collier County Property Appraiser's website. It is assumed the
subject's land size noted is accurate.
66
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
Section 8 - Addenda
67
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
SUBJECT QUIT CLAIM DEED
**� INSTR SW5315 OR 5016 FG 481 RECORQEU 7f912014 2:GA Pm FAGEs I *r<a
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68
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
FDEP Informal Wetland Determination Map
luo
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3.
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r @ 1121 ' 2 " -18 1' 52 �
78
SUBJECT
Ik J ■ 2 ■ 4 /� . I . A ' ' !16 :A , 331' �y ! - r A/• - FdEP Informal Wetland oeeaminotlona
Gr�7 1'II7. 4• 3 F 4 i•8 eels end 1 or Fbld C—fi ane Indicate Uplands
1 Oa W aed + or Field Condillah& ntliE ata 5{[e plan Is Needed to DaIBI mine ImpBCL9
' �J t Oat, and!or Field G-11 lane Indicale Welland& and Nrmlt Mecessary
144
Data and t yr Fiem CandHlons Indlcale nitchea and Parma Necessary
•� � � � i ]-he "Dale rminatlons" on lhia Tigure era Nam Inlarmat pra ppllmtlon
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- 61-111.00017},F.A-t:.Itdo—not ai nd the Dep.hmeal, its Y.M.a
qw.1 or amployees, not does it coney sw bpgal riglhu. expnrssed or
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69
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
NATIONAL WETLANDS MAP
_ L' "U.S. Fish and Wildlife Service
National Wetlands Inventorywetlands
Au list J, 2022 This —p is for gene 1 reference orgy. TT,e US Fish and Mica fe
g Service is not respmswle fwthe at—acy or —lees of the
w�aanas base data ahown on [his map-Adl wetlands related data shcWd
Freshwater Emergent Wetl and Lake be used in &—dance with the layer n Leda i found an the
44eflends Mapper web site.
Estuarine and Marine Deepwater . Freshwater ForestedlShrub Wetland ❑ 0ther
❑ Estuarine and Marine Wetland Freshwater Pond Riverine
4126 � I WM ISMS M—Iay INWI]
TTis pe¢wa M.&-d by he NYVI mapper
70
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
USDA SOIL MAP
rr9�n W ere�r 4iL�7
XN93N � � �L :aXtl:
Map Unit Legend
Sail Map --Collier County Area, Florida
C wl]P .49W 4mm Ww
s
R
44M 448M 4am P80 4.M x� sin
R
3P T3ZN
wLla] x.�w m�'C efBsi• bfPHw
Map Unit Symbol
Map Unli Nam@
Acres In AOI
Parcani of A01
143
Cypress Lake -Riviera-
0.5
29.0%
Copeland fine sands,
frequently paneled -Urban
land association, 0 to i
percent slopes
111
Brynwood-Cypress Lake fine
1.1
71_0%
sands -Urban land
association, 0 to 2 percent
slopes
Totals for Area of Iritarest
f .6
j 100.0%
71
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
FLOOD MAP
National Flood Hazard Layer FIRMette FEMA
0 250 S00 1,000 1500 2000 I,u,uuu
8asamapf GSGS Na7dnal Map: Orfhdlmagary.• Data Wfi ashdd Gc&fb it 2020
Legend
��W Ilbwd base F7ooA Flet®uen (9FE]
Zw�rR 4. A39
SPECIAL FLOOD Willi EWE er Depm mne ale Alf.�ua re. ae
HAZARD AREAS RegutatAty Roedlray
0.2% Annuat Chance Flood Heaerd. Vass
of 1%annual chanoe flood with average
Oeptn less [hen oFle foot W loth square
areas of less than one square mile 2,
Nture Condlhons 1%Alwtal
`� Chance Flood Hazard —�
Area Win Reduced Flees Risk due to
OTHER AREAS OF Lem' See HeI-' - -
FLOOD HAZARD Area wI,h Flood Rls tl- 0 Levee-- �
H Aea of MI ltlmal Rood Hazard =. .
Eitfive WMAa
OTHER AREAS Area of undelnmwed Flood Harare
GENERAL — --' Channel. Mu - or Slom n Sewer
STRUCTURES i t l l t t Levee. Dike. or Flootlwalt
2 Crass Seellols myth 1%Annual Chanoe
Watem 5umface Elevaitun
— — Coealal Transect
^-- H—e flood Elerallon Ule 18FE1
umtt m Stud'
jM15"'41- B.lndk rg
—••— Coaslal Trans baseline
OTHER _ Phni le baseline
FEATURE` H]Orpgfa9lMc Mail—
wgrcal Data Arallabie K.
Ro Dlgllal Calla Avalt e
MAP PANELS
unmapped
The pin Olsp]ayed pn the mep Ic an apprexlmate
print selected by t.e-er and does nni represent
art euM.tlaLve property I..13oeL
TIYs map epmplles with FEMAs standards for toe lse of
dlgyfal Hood maps H n is nptww as desn♦De6 below.
Tie basentap shown camplles loth FEMAs Lasm eep
attuecy standards
The flood hazard informelbn M dedvetl dHe Tlyr Me
aumprllative NFHIL wgs e"i-lopmpNded by FEMA m"s map
exponetl an 8'3 2622 at 5.25 PM and
[Imdoes not
en tebangeaoe r;;ndmenlssubsequeni foals date and
e. The NFHL and etteclhre Information may dwtge or
become superseded by new data over I. —
TM map Image Is veld II tin one or mote Mthe loilowing imp
element ido not appear- basemap Imagery, flood zone la .
legend. scale"'
cale Let_ map creation community idewle-
FIRM panel -,I,,and FIRM ett Ive date Map Images for
mapped m add unpdemzed area ls canhet be HH used
egulatory purposes.
72
COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS
C A R L S O N, N O R R I S & ASSOCIATES
APPRAISER LICENSE
License of Michael P. Jonas, MAI, AI-GRS, CCIM
Ran Gesartis, Gwerrw
dbiar
STATE OF F LORI DA
# r. DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
Halsey 9e4xxs S.eortry
FLORIDA REAL MATE APPRAISAL BD
THE CERTIFIED GENERALAPPRAkSER HERE] N15 CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 475, FLOTUDA STATUTES
1919 COURTNEY DRIVE STE 14 ,
fin' l -:FORT MYERS --- — FL 34109
i
* r*
EXPIRATION DATE P1`DVENE ER 30, 2022
Nwa}T verify licenses online at MyFloridal-icense.corn
Do not alter this document in any form.
This is your license_ lit is unlawful for anyon-e other than the licensee to use this document.
73
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, NORRIS & ASSOCIATES
QUALIFICATIONS OF MICHAEL P. JOHAS, MAI. AI-GRS. CCIM
STATE -CERTIFIED GENERAL REAL ESTATE APPRAISER RZ2623
EDUCATION:
University of Central Florida - 1999 BSBA — Finance
PROFESSIONAL EDUCATION:
Appraisal Institute: National USPAP Update Course, 2012, 2014, 2016, 2020
Appraisal Institute: 2018 Legislative VALUEvent , 2C16
Appraisal Institute: Advanced Income Capitalization, 2003
Appraisal Institute: Advancing the Appraisal Profession, 2019
Appraisal Institute: Analyzing Distressed Real Estate, 2007
Appraisal Institute: Appraisal Laws and Rules, 2000, 2002, 2004, 2020
Appraisal Institute: Appraisal Report Writing, 2005
Appraisal Institute: Artificial Intelligence, AVMS, 2019
Appraisal Institute: Business Practice and Ethics, 2012, 2016, 2019, 2020
Appraisal Institute: Desktop Appraisals 2020
Appraisal Institute: FL State Lawfor Real Estate Appraisers, 2004
Appraisal Institute: Florida Appraisal Laws and Rules, 2012, 2014, 2016
Appraisal Institute: Florida Real Estate Valuation, 2011
Appraisal Institute= Florida State Law for Real Estate Appraisers, 2006
Appraisal Institute= Fundamentals of Separating Real Estate, 2012
Appraisal Institute: Insurance Appraisal, 2011
Appraisal Institute: National US PAP Update Course, 2000, 2002, 2004, 2008, 2008, 201C, 2012
Appraisal Institute: Real Estate Damages, 2011
Appraisal Institute: Reappraising, Readdressing, Reassigning, 2007
Appraisal Institute: Review Theory— General, 2014
Appraisal Institute: Roles]ResponsibilitiesSupervisor/Trainee. 2006, 2009
Appraisal Institute: Specialty Appraisal Continued Education, 2000, 2002, 2004, 2006, 2008,
2012, 2014, 2016
Appraisal Institute: State Law for Real Estate Appraisers, 2008, 2010, 2012
Appraisal Institute: The Appraiser as an Expert Witness, 2C16
Appraisal Institute: Trial Components, 2018
Appraisal Institute: Uniform Appraisal Standards for Federal, 2007
Bert Rodgers: Continuing Education, 2004
Bert Rogers: Real Estate CE, 2006
Bob Hogue: GE for Florida Real Estate Professionals, 2016
CCIM Institute: Financial Analysis Commercial Investment, 2008
CCIM Institute: Financial Analysis for Commercial, 2008
CCIM Institute: Investment Analysis Commercial Investment, 2009
CCIM Institute: Investment Analysis Commercial, 2009
CCIM Institute: Market Analysis Commercial Investment, 2008
CCIM Institute: User Decision Analysis Commercial Industrial, 2009
CLE International: Eminent Domain, 2006
Cooke: CE for Real Estate Professionals, 2015
DPBR: FREAB Board Meeting, 2007
FREE Board Meeting, 2007
Larson Educational Services: Core Law, 2010
M cKi ssock: S upervi sor —Tra inee Course for Florida, 2019
74
M V B BANK AND SMALL BUSINESS ADMINISTRATION
C A R L S O N, N O R R I S & ASSOCIATES
NABOR Ethics Training: 2004, 2008, 2012, 2016
Southern Real Estate Academy: Broker License, 2DD7
Trans Equity Inc: Care Law, 2012
EXPERIENCE:
1999-200D
Clayton, Roper 8, Marshall
Orlando, FL
2000 —2001
Chapman 8, Associates
Sarasota, FL
2001 —2008
Coast Engineering Consultants, Inc
Naples, FL
2008 — 2009
Orion Bank.
Naples, FL
20D9-2D11
Iberia Bank
Naples, FL
2011 —2014
Integra Realty Resources
Naples, FL
2014 — 2016
Capstone Valuation Advisors, LLC
Naples, FL
2016-2D19
MPJ Real Estate Services, Inc_
Naples, FL
2019 — Present
Carlson, Norris 8, Associates
Fort Myers 8. Naples, FL
PROFESSIONAL MEMBERSHIP:
Appraisal Institute, Member (MAI f AI-GRB) No_ 124H
Certified Commercial Investment Member, CCIM No. 18275 Certification,
State Certified General Appraiser RZ2623 Member, Naples Area Board of Realtors
State of Florida, Registered Real Estate Broker BK700992
Properties appraised include: subdivisions, retail centers, motels, commercial buildings, industrial
buildings, warehouses. mobile home parks, professional offioes, medical offices, ofFceANarehouse
condominiums, single family homes, duplexes, apartment projects, individual condominium projects,
residential lots, acreage, wetlands, special use properties, ranches, conservation easements hotels,
marinas, mixed -use subdivisions, regional malls, gas stations, self --storage facilities and eminent
domain eases_
Appraisal clients include: banks, savings and loan associations, attorneys, corporations, builders,
developers, mortgage companies, insurance companies, home transfer companies, private
individuals, and local, state and federal government agencies_
Qualified as an expertwitness in Monroe and Collier County Circuit Court_
75
RKL
APPRAISAL AND CON SUITING
REAL ESTATE APPRAISAL REPORT
WINCHESTER HEAD
Residential Land
Generally within Golden Gate Estates Unit 65
Naples, Collier County, Florida, 34120
ACHEL M. ZUCCH1, MAI, CCIM
C. LOWRY, MAI, CPA
OUIS C. BOBBITT, MAI
PREPARED FOR:
Mr. Roosevelt Leonard, RAV-AC
Real Property Management
Collier County
3335 Tamiami Trail East, Suite 101
Naples, FL 34112
Client File: PO Number 4500216604
EFFECTIVE DATE OF THE APPRAISAL:
August 13, 2022
DATE OF THE REPORT:
August 20, 2022
REPORT FORMAT:
Appraisal Report
PREPARED BY:
RKL Appraisal and Consulting, PLC
RKL File Number: 2022-196
4500 Executive Drive, Suite 230
Naples, FL 34119-8908
Phone: 239-596-0800
www.rklac.com
0.5
Miles
Subject Parcels
Winchester Head
Generally within Golden Gate Estates Unit 65
Naples, Florida
RKL
APPRAISAL AND CONSUMNG
August 20, 2022
Mr. Roosevelt Leonard, R/W-AC
Collier County
3335 Tamiami Trail East, Suite 101
Naples, FL 34112
Re: Real Estate Appraisal
Winchester Head
Generally within Golden Gate Estates Unit 65, Naples,
Collier County, Florida, 34120
Client File: PO Number 4500216604
RKL File Number: 2022-196
Dear Mr. Leonard:
At your request, RKL Appraisal and Consulting, PLC has prepared the accompanying
appraisal for the above referenced property. The purpose of the appraisal is to estimate
the market value on a price per acre basis within the area identified as Winchester Head.
Tier values are developed consisting of. up to 25% wetlands; 26-50% wetlands; 51-75%
wetlands; and 76-100% wetlands. The intended users for the assignment are Collier
County Real Property Management (Conservation Collier Program), and the intended use
of the appraisal is to assist Collier County in its determination of market value for the
potential acquisition through the Conservation Collier Program. We use the appraisal
report option of Standards Rule 2-2 of USPAP to report the assignment results.
Please reference the appraisal scope section of this report for important information
regarding the scope of research and analysis for this appraisal, including property
identification, inspection, highest and best use analysis, and valuation methodology.
The accompanying appraisal conforms with the Uniform Standards of Professional
Appraisal Practice (USPAP), the Code of Professional Ethics and Standards of
Professional Appraisal Practice of the Appraisal Institute, and the appraisal guidelines of
Collier County. The appraisal also conforms with the appraisal regulations issued in
connection with the Financial Institutions Reform, Recovery and Enforcement Act
(FIRREA).
The subject market area is identified by Conservation Collier as Winchester Head. The
Winchester Head targeted area contains 45 parcels totaling 62.14 acres within Golden
Gate Estates Unit 65. The per acre values reported in this market study will be offered to
property owners with 1.0 to 3.0 acre parcels. The market area is designated as wetlands
on the FDEP Informal Wetland Determinations March 2016 map and is located within
the Estates zoning designation which allows for low density residential development with
limited aizricultural uses.
kCH.ELM. ZUCCHI, MAI. CCIM 4500 Executive Drive, Suite 230
Naples, FL 34119-8908
LowRY, MAI, CPA Phone: 239-596-0800
OUIS C. BOBBITT, MAI www.rklac.com
Mr. Roosevelt Leonard, R/W-AC
Collier County
August 20, 2022
Page 2
Based on the appraisal described in the accompanying report, subject to the Limiting
Conditions and Assumptions, Extraordinary Assumptions and Hypothetical Conditions
(if any), I have made the following value conclusion(s):
Appraisal Premise
Market Value, As Is
VALUE CONCLUSIONS
Interest Appraised
Fee Simple
Date of Value
August 13, 2022
Area Winchester Head
Typical Parcel Size
Indicated Value per Acre
0 - 25% wetlands
1.0-3.0acres
$55,000
26 - 50% wetlands $42,500
51 - 75% wetlands $30,000
76 - 100% wetlands $25,000
The value conclusion(s) are subject to the following hypothetical conditions and extraordinary
conditions. These conditions may affect the assignment results.
Hypothetical Conditions:
None.
Extraordinary Ass um tions:
None.
Respectfully submitted,
RKL APPRAISAL AND CONSULTING, PLC
Rachel M. Zucchi, MAI, CCIM
Florida State -Certified General Real Estate Appraiser RZ2984
rzucchi@rklac.com; Phone 239-596-0801
ACHI L M. ZUCCHI, MAI. CCIM 4500 Executive Drive, Suite 230
Naples, FL 34119-8908
c. LOwRY, MAI. CPA Phone: 239-596-0800
OUIS C. BOBBITT, MAI www.rklac.com
WINCHESTER HEAD
TABLE OF CONTENTS
TABLE OF CONTENTS
Summary of Important Facts and Conclusions................................................................... 1
Introduction Information.....................................................................................................
2
Subject Identification......................................................................................................
2
Current Ownership and Property History.......................................................................
2
AppraisalScope..............................................................................................................
2
Client, Intended User, and Intended Use........................................................................
3
Definition of Market Value.............................................................................................
3
Definition of Property Rights Appraised........................................................................
3
Purpose of Appraisal, Property Rights Appraised, and Dates ........................................
3
Scopeof Work................................................................................................................
4
EconomicAnalysis.............................................................................................................
5
National Economic Analysis...........................................................................................
5
Florida Economic Analysis.............................................................................................
8
Collier County Area Analysis.........................................................................................
9
Property Description and Analysis...................................................................................
25
SiteAnalysis.................................................................................................................
25
Highestand Best Use....................................................................................................
36
ValuationMethodology....................................................................................................
38
AnalysesApplied..........................................................................................................
39
Sales Comparison Approach — Winchester Head Wetlands .........................................
40
Sales Comparison Approach — Winchester Head Uplands ...........................................
47
Reconciliation...............................................................................................................
52
Final Value Conclusion.................................................................................................
52
Certification......................................................................................................................
53
Assumptions and Limiting Conditions.............................................................................
55
Addenda
Appraiser Qualifications.......................................................................................Addendum A
Property Information............................................................................................ Addendum B
Comparable Data.................................................................................................. Addendum C
WINCHESTER HEAD SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
GENERAL
Subject:
Winchester Head
Generally within Golden Gate Estates Unit 65, Naples,
Collier County, Florida, 34120
Owner:
Multiple
Legal Description:
Multiple parcels generally located within Golden Gate Estate
Unit 65
Tax Identification:
Multiple parcels generally located within Golden Gate Estates
Unit 65
Intended Use:
The intended use is to assist Collier County in its determination
of market value for the potential acquisition through the
Conservation Collier Program.
Intended User(s):
Collier County Real Property Management (Conservation Collier
Program)
PROPERTY
Market Areas
Parcel ID
Gross Land Area Typical Parcel Size Zoning FDEP Informal Wetland
(Acres) (Acres) Determination
Winchester Head
62.14 1.14 - 2.73 E - Estates 0% to 100% Wetlands
Highest and Best Use
As Vacant
Conservation and/or single-family development
Exposure Time
12 months
Marketing Period
12 months
VALUE INDICATIONS
Effective Date(s)
August 13, 2022
Property Rights
Fee Simple
Area Winchester Head
Typical Parcel Size 1.0 - 3.0 acres
Indicated Value per Acre
0 - 25% wetlands $55,000
26 - 50% wetlands $42,500
51 - 75% wetlands $30,000
76 - 100% wetlands $25,000
The value conclusion(s) are subject to the following hypothetical conditions and extraordinary
conditions. These conditions may affect the assignment results.
Hypothetical Conditions:
None.
Extraordinary Ass um tions:
None.
Page 1
WINCHESTER HEAD INTRODUCTION INFORMATION
INTRODUCTION INFORMATION
SUBJECT IDENTIFICATION
Subject: Winchester Head
Generally within Golden Gate Estates Unit 65, Naples,
Collier County, Florida, 34120
Legal Description: Multiple parcels generally located within Golden Gate
Estate Unit 65
Tax Identification: Multiple parcels generally located within Golden Gate
Estates Unit 65
The subject market area is identified by Conservation Collier as Winchester Head. The
Winchester Head targeted area contains 45 parcels totaling 62.14 acres within Golden
Gate Estates Unit 65. The per acre values reported in this market study will be offered to
property owners with 1.0 to 3.0 acre parcels. The market area is designated as wetlands
on the FDEP Informal Wetland Determinations March 2016 map and is located within
the Estates zoning designation which allows for low density residential development with
limited agricultural uses.
CURRENT OWNERSHIP AND PROPERTY HISTORY
Owner
There are multiple owners.
APPRAISAL SCOPE
According to the Uniform Standards of Professional Appraisal Practice, it is the
appraiser's responsibility to develop and report a scope of work that results in credible
results that are appropriate for the appraisal problem and intended user(s). Therefore, the
appraiser must identify and consider:
• the client and any other intended users;
• the intended use of the appraiser's opinions and conclusions;
• the type and definition of value;
• the effective date of the appraiser's opinions and conclusions;
• subject of the assignment and its relevant characteristics
• assignment conditions
• the expectations of parties who are regularly intended users for similar
assignments; and
• what an appraiser's peer's actions would be in performing the same or a similar
assignment.
Page 2
WINCHESTER HEAD INTRODUCTION INFORMATION
CLIENT, INTENDED USER, AND INTENDED USE
The client and the intended user of the appraisal are Collier County Real Property
Management (Conservation Collier Program). The intended use is to assist Collier
County in its determination of market value for the potential acquisition through the
Conservation Collier Program. The appraisal is not intended for any other use or user.
DEFINITION OF MARKET VALUE
Market value definition used by agencies that regulate federally insured financial
institutions in the United States is defined by The Dictionary of Real Estate Appraisal,
7th ed. (Chicago: Appraisal Institute, 2022) as:
The most probable price that a property should bring in a competitive and open market
under all conditions requisite to a fair sale, the buyer and seller each acting prudently
and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit
in this definition is the consummation of a sale as of a specified date and the passing
of title from seller to buyer under conditions whereby:
■ Buyer and seller are typically motivated;
■ Both parties are well informed or well advised, and acting in what they consider
their best interests;
■ A reasonable time is allowed for exposure in the open market;
■ Payment is made in terms of cash in United States dollars or in terms of
financial arrangements comparable thereto; and
■ The price represents the normal consideration for the property sold unaffected
by special or creative financing or sales concessions granted by anyone
associated with the sale." (Source: 12 C.F.R. Part 34.42(g); 55 Federal Register
34696, August 24, 1990, as amended at 57 Federal Register 12202, April 9,
1992; 59 Federal Register 29499, June 7, 1994)
DEFINITION OF PROPERTY RIGHTS APPRAISED
Fee simple estate is defined as an: "Absolute ownership unencumbered by any other
interest or estate, subject only to the limitations imposed by the governmental powers of
taxation, eminent domain, police power, and escheat." (Source: The Dictionary of Real
Estate Appraisal, 7th ed. (Chicago: Appraisal Institute, 2022)
PURPOSE OF APPRAISAL, PROPERTY RIGHTS APPRAISED, AND DATES
The purpose of the appraisal is to estimate the market value on a price per acre basis
within the area identified as Winchester Head. Tier values are developed consisting of: up
to 25% wetlands; 26-50% wetlands; 51-75% wetlands; and 76-100% wetlands. The
effective date of the subject appraisal is August 13, 2022. The date of inspection was
August 13, 2022. The date of the report is August 20, 2022.
Page 3
WINCHESTER HEAD
INTRODUCTION INFORMATION
SCOPE OF WORK
The problem to be solved is to estimate the market value on a price per acre basis within
the area identified as Winchester Head. Tier values are developed consisting of. up to
25% wetlands; 26-50% wetlands; 51-75% wetlands; and 76-100% wetlands.
SCOPE OF WORK
Report Type: This is an Appraisal Report as defined by Uniform
Standards of Professional Appraisal Practice under
Standards Rule 2-2(a). This format provides a summary or
description of the appraisal process, subject and market
data and valuation analyses.
Property Identification: The subject area is identified generally as the wetland
parcels within Winchester Head. An aerial shows the
approximate border of Winchester Head.
Inspection: A limited on site inspection was made and photographs
were taken.
Market Area and Analysis of A complete analysis of market conditions has been made.
Market Conditions: The appraiser maintains and has access to comprehensive
databases for this market area and has reviewed the market
for sales and listings relevant to this analysis.
Highest and Best Use Analysis: A complete as vacant highest and best use analysis has been
made. Physically possible, legally permissible, and
financially feasible uses were considered, and the
maximally productive use was concluded.
Valuation Anal
Cost Approach: A cost approach was not applied as there are no
improvements that contribute value to the property.
Sales Comparison Approach: A sales approach was applied as typically this is the most
appropriate approach for the valuation of vacant land. This
approach is applicable to the subject because there is an
active market for similar properties and sufficient sales data
is available for analysis.
Income Approach: An income approach was not applied as the subject is not
likely to generate rental income as vacant land.
Hypothetical Conditions: None.
Extraordinary Assumptions: None.
Comments
The individual sections of the report detail the additional research, confirmation, and
analysis of relevant data.
Page 4
WINCHESTER HEAD NATIONAL ECONOMIC ANALYSIS
ECONOMIC ANALYSIS
NATIONAL ECONOMIC ANALYSIS
The Federal Reserve Open Market Committee (FOMC) released the following statement
on July 27, 2022. Recent indicators of spending and production have softened.
Nonetheless, job gains have been robust in recent months, and the unemployment rate has
remained low. Inflation remains elevated, reflecting supply and demand imbalances
related to the pandemic, higher food and energy prices, and broader price pressures.
Russia's war against Ukraine is causing tremendous human and economic hardship. The
war and related events are creating additional upward pressure on inflation and are
weighing on global economic activity. The Committee is highly attentive to inflation
risks.
The Committee seeks to achieve maximum employment and inflation at the rate of 2
percent over the longer run. In support of these goals, the Committee decided to raise the
target range for the federal funds rate to 2-1/4 to 2-1/2 percent and anticipates that
ongoing increases in the target range will be appropriate. In addition, the Committee will
continue reducing its holdings of Treasury securities and agency debt and agency
mortgage -backed securities, as described in the Plans for Reducing the Size of the
Federal Reserve's Balance Sheet that were issued in May. The Committee is strongly
committed to returning inflation to its 2 percent objective.
In assessing the appropriate stance of monetary policy, the Committee will continue to
monitor the implications of incoming information for the economic outlook. The
Committee would be prepared to adjust the stance of monetary policy as appropriate if
risks emerge that could impede the attainment of the Committee's goals. The Committee's
assessments will take into account a wide range of information, including readings on
public health, labor market conditions, inflation pressures and inflation expectations, and
financial and international developments.
The following table details the economic forecasts of Federal Reserve Board members
and Federal Reserve Bank presidents as of June 2022. Real GDP is projected to grow at a
rate of 1.7% in 2022, a decline from the previous March projection of 2.8%. The
unemployment projection for 2022 increased from 3.5% to 3.7%. The Core PCE inflation
projection was increased to 4.3% in 2022.
Page 5
WINCHESTER HEAD NATIONAL ECONOMIC ANALYSIS
Table 1. Economic projections of Federal Reserve Board members and Federal Reserve Bank presidents,
under their individual assumptions of projected appropriate monetary policy, June 2022
P-t.
Median'
Central Tendency=
Rx
,6 3
Variable
2022
202:3
2024
Longer
21Yd2
1 2023
2024
Longer
2022
2023
2024
Lori r
run
nm
Mn
Change. in mal GDP
1.7
1-7
1-9
1-8
15-1.9
1-3-2.0
1-5-2-0
1&-2-0
10-2.0
0-8-2-5
10-22
1-6-22
March projection
2.8
2.2
2.0
1.8
2.5-3.0
2.1-2.5
1.8-2.0
' 1.8-2.0
2.13.3
2.0-2.9
1.5-2.5
1.6-2.2
unewpluyr-A rate
3.7
3.9
4.1
4.0
3.6 3.8
3.8 4.1
3.9 4.1
3.5 4.2
3.2 4.0
3.2 4.5
3.2 4.3
3.5 4.3
March projrction
3-5
3-5
3-6
4.0
3-4-3-6
3-" 6
3 2-3-7
3-5-42
3-" 0
3-1-4 0
3-1-4 0
3-54 3
PCP, inti ti-
5.2
2.6
2.2
2.0
5.05.3
2-4-3-0
2.0-2.5
2.0
4-"-2
23-4.0
2.0-3.0
2.0
March projection
4.3
2.7
3.3
2.0
4.1-4.7
2.3-3.0
2.1-2.4
3.0
3.7 5.5
2.".5
2A"A
2.0
Core PCE lullatia 4
4.3
2.7
2.3
4.2 4.5
2.5 12
2.1 2.5
4.1 5.0
2.5 3.5
2.0 2.8
March prnjrloon
4.1
2.6
2.3
3_9--4.4
2.43.0
2.12.4
3.6-4-5
2.1-3.5
2.0-3.0
Menu: P iecied
appropriate policy path
R,icral funds rate
34
3-8
34
2.5
3-13_B
3-B-41
29-3-6
� 2-3-2.5
3-1-3-9
2.9-4-4
2.1-41
2.0-3-0
March projection
1.9
2.8
2.8
2.4
1.12.4
2.4-3.1
2.4-3.4
P 2.3-2.5
1.4 3.1
2.13.6
2.13.6
2.0-3.0
According to Freddie Mac Chief Economist Sam Khater, despite some obvious
headwinds, the housing market remains strong as the economy grows. "Even as mortgage
rates are expected to increase and home prices continue to rise, homebuyer demand
remains steady as inventory issues have slightly improved.
According to a January Washington Post article, the story of 2021 was how quickly home
prices accelerated. The national median home price hit $362,800 in June, an all-time
high, according to the National Association of Realtors. The Case-Shiller home price
index peaked in August, when prices rose 19.8 percent year -over -year that month. The
housing market was doing well at the turn of the year and may normalize, said Lawrence
Yun, chief economist at the National Association of Realtors, a trade association for real
estate agents. "All markets are seeing strong conditions, and home sales are the best they
have been in 15 years," Yun said. "The housing sector's success will continue, but I don't
expect 2022's performance to exceed 2021's." He said sales may decline this year but
predicts that they will exceed pre -pandemic levels. His forecast is based on an
expectation of more inventory in the coming months. The increased supply will be
generated, in part, from new housing construction as well as from the end of forbearance
for struggling mortgage payers, a situation that will cause some homeowners to sell.
According to the National Association of Real Estate Investment Trusts' (NAREIT) 2022
Outlook, 2022 is likely to see significant further improvement in overall economic
conditions, with rising GDP, job growth, and higher incomes, in a supportive financial
market environment where inflation pressures gradually subside and long-term interest
rates remain well below their historical norms. The emergence of the new Omicron
variant of COVID-19 in late November 2021 serves as a reminder that the threat of new
waves of infection looms over all aspects of the global economy. Increasing vaccination
rates and natural immunity due to prior infection may help contain these risks. Some
sectors remain below pre -pandemic levels, including lodging/resorts, office, diversified,
and health care REITs. Other sectors, however, have had double-digit returns. Some
sectors have delivered exceptional returns, including industrial REITs, with total returns
of 57% through November 2021, and self -storage REITs-which have had a surge of
demand due to strong housing markets and home sales, plus additional need for space
during the pandemic -with investment returns exceeding 70%. Macroeconomic
fundamentals are sound, and except for a few significant obstacles in the near term,
Page 6
WINCHESTER HEAD NATIONAL ECONOMIC ANALYSIS
growth is likely to continue at above -trend pace in 2022. Job growth has been impressive,
averaging 555,000 per month in 2021 through November, reducing the unemployment
rate to 4.2%. With total payroll employment still 7 million below the pre -pandemic trend,
the job market and the overall economy have considerable running room ahead.
The 2022 CBRE U.S. Real Estate Market Outlook projects a positive outlook for the
economy and commercial real estate in 2022, despite uncertainty over potential impacts
of the COVID omicron variant and other risks. There may be other bumps along the way,
notably from the ripple effects of an economic slowdown in China and rising oil prices,
but the factors that held back growth in 2021—labor shortages, supply disruptions,
inflation and other COVID variants —will ease. Monetary policy will tighten to keep
longer -term inflation pressures in check, which may trigger some short -run volatility in
the stock market, but it will not be enough to dampen investor demand for real estate.
CBRE projects a record year for commercial real estate investment, enabled by high
levels of low-cost debt availability and new players drawn to real estate debt's attractive
risk -adjusted returns. Commercial real estate values will rise, particularly for sought-after
industrial and multifamily assets. Investors will sharpen their focus on emerging
opportunities in the office and retail sectors in search of better returns.
According to the Deloitte Center for Financial Services annual Commercial Real Estate
Outlook for 2022, Eighty percent of respondents expect their institution's revenues in
2022 to be slightly or significantly better than 2021 levels. In 2022, many real estate
companies are not expected to be out of the woods yet, but the solid fundamentals that
buoyed the sector pre -pandemic could help in the short term. The tight labor market is
bringing workforce issues to the forefront, such as well-being, ESG, and adopting a more
individualized approach to where work gets done (remote/office/hybrid). Our survey
indicates CRE employees want their firms to be more purpose -driven.
According to the PwC Emerging Trends in Real Estate 2022, confounding initial
expectations of a protracted recession and then recovery spanning several years, the
economy began to bounce back almost as quickly as it shut down. The recession ended
up lasting only two months —the shortest on record —according to the official arbiters of
business cycles. Economic output is already back above pre-COVID levels, and jobs may
recover to previous levels by early 2022. The economic outlook certainly looked much
better in mid-2021 than could reasonably have been hoped for a year earlier. Not only has
economic output already recovered to pre-COVID levels, but growth is forecast to be at
its highest rate in decades during 2021 and 2022.
According to J.P. Morgan Chase 2022 commercial real estate outlook, the commercial
real estate industry has a positive outlook heading into 2022. Although there were some
surprises and overly negative forecasts surrounding retail and office commercial real
estate markets, industrial continues to perform well. Overall, the future of multifamily
looks bright, with a couple notable exceptions. The year ahead looks positive, with retail
and multifamily asset classes rebounding and industrial continuing to thrive. Commercial
real estate has also found innovative ways to increase the affordable and workforce
Page 7
WINCHESTER HEAD FLORIDA ECONOMIC ANALYSIS
housing supply. The public and private sectors must work together to prioritize
infrastructure to help the economy grow.
FLORIDA ECONOMIC ANALYSIS
According to the U.S. Census Bureau, Florida trailed only Texas in population increases
from 2020 to 2021, while the nation had the slowest growth rate in its history. Florida's
grew by 211,196 residents from July 1, 2020, to July 1, 2021, to a population of
21,781,128, the census estimates show. Texas grew by an estimated 310,288 residents to
a population of 29,527,941. The Bureau of Economic and Business Research at the
University of Florida projects the state's population, which surpassed 20 million in mid
2015, to rise to 24.42 million by 2030 and 26.36 million by 2040.
According to the Fall 2021 Florida Forecast prepared by the Institute for Economic
Competitiveness at the University of Central Florida, Florida's economy, as measured by
real Gross State Product, will expand at an average annual rate of 2.4% from 2021 to
2024. After contracting by 2.8% in 2020, real Gross State Product will rise by 5.1 % in
2021. Payroll job growth in Florida will continue to outpace national job growth as the
labor market climbs out of a deep hole. Average job growth over the 2021-2024 period
will be 0.1 percentage points faster than the national economy.
Housing starts will pick up going forward, but not nearly fast enough to offset the large
shortage of single-family housing in the short run. House price appreciation will
decelerate over this period as supply catches up with strong demand and as affordability
gets further out of reach for many.
Page 8
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Labor force growth in Florida is projected to average 2.2% from 2021-2024. After a
sharp contraction of 2.1% in 2020, strong payroll job creation will boost Florida's labor
market recovery. The prospects of finding a job and higher wages will bring more
Floridians back to the hunt for employment, particularly those who dropped out of the
labor market as a result of the lockdowns and recession.
7able 1. Annual Summary of the University of Central Florida's Forecast for Florida
2016
2017
2018
2019
2020
2021
2022
2023
2024
Personal
Income and GSP
Personal Income (Bil. S)
954.1
1023.1
1087.2
1139.8
1210.0
1297.3
1297.0
1349.1
1410.1
Florida.(%Ch Year ago)
3.7
7.2
6.3
4.8
6.2
7.2
0.0
4.0
4.5
U.S.(%Ch Year ago)
2.6
4.7
5.1
4.1
6.5
6.5
1.0
5.0
5.3
Personal Income (Bil. 2012$)
919.1
966.1
1001.0
1031.5
1082.6
1121.0
10B9.8
1113.2
1140.6
Florida.(%Ch Year ago)
2.3
5.1
3.6
3.0
5.0
3.5
-2.8
2.1
2.5
U.S.(%Ch Year ago)
1.6
2.8
2.9
2.5
5.3
2.8
-2.0
3.0
3.1
Disp. Income (1311. 2012$)
825.7
852.0
896.2
922.3
976.1
1006.4
975.5
996.0
1020.7
Florida.(%ChYear ago)
3.5
3.2
5.2
3.0
5.8
3.1
-3.1
2.1
2.5
U.S.(%Ch Year ago)
1.8
2.8
3.4
2.3
6.2
1.7
-3.0
2.9
3.1
GSP (Bil. $)
953.4
1002.6
1057.9
1116.4
1106.0
1204.5
1265.5
1313.3
1372.1
(%Ch Year ago)
4.9
5.2
5.5
5.5
-0.9
8.9
5.1
3.8
4.5
GSP (1311. 2012$)
881.5
913.0
943.5
971.6
944.0
992.5
1006.6
1020.5
1039.2
(%Ch Year ago)
3.4
3.6
3.3
3.0
-2.8
5.1
1.4
1.4
1.8
Employment and Labor Force (Household Survey % Change Year Ago)
Employment
3.4
2.2
2.5
2.1
-5.2
2.5
4.3
2.1
1.2
Labor Force
2.1
1.9
1.3
1.6
-2.1
3.0
4.1
1.1
0.7
FL Unemployment Rate (%)
4.9
4.3
3.6
3.3
7.9
5.0
4.6
4.1
4.0
U.S. Unemployment Rate (%)
4.9
4.4
3.9
3.7
9.1
5.4
3.8
3.5
3.6
COVID-19
Governor Ron DeSantis issued a "safer -at-home" order on April 3, 2020 in an effort to
limit the spread of coronavirus. Governor DeSantis announced on April 29, 2020 that he
would lift the "safer -at-home" order on May 4, 2020. Retailers and restaurants are
allowed to reopen in limited capacities while movie theaters, gyms, bars, and face-to-face
personal service providers (such as barbers and nail salons) will remain closed. Phase
One of the three-phase "Safe. Smart. Step -by -Step" plan excludes Miami -Dade, Broward,
and Palm Beach counties.
As of September 25, 2020 Governor DeSantis announced Florida would be entering
Phase 3 in reopening the state, meaning restaurants, bars, salons and other businesses will
be allowed to reopen under full capacity. On May 3, 2021, Governor DeSantis signed an
executive order that immediately suspended the state's remaining COVID-19 public
health restrictions. As of November 29, 2021, Governor DeSantis again announced the
state will not be issuing any lockdowns or restrictions.
COLLIER COUNTY AREA ANALYSIS
Collier County has long been an attractive place to retire and it continues to be an area
that experiences a great deal of seasonal population increases. According to the Collier
County Comprehensive Planning Department, Collier County's population increases up
to 25% between November and April due to seasonal residents and short-term
Page 9
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
agricultural workers in the Immokalee area. The population increase creates a high
degree of seasonality within the retail, service, and hospitality sectors of Collier County's
economy.
Collier County is located less than 150 miles from Fort Myers, Fort Lauderdale, Miami,
Sarasota, and West Palm Beach as shown in the following table.
Metro Area
Distance to Other Major Markets
Miles
Fort Myers
44
Jacksonville
378
Fort Lauderdale
107
Tallahassee
435
Miami
128
Atlanta
616
Sarasota
120
New York
1,311
West Palm Beach
150
Dallas
1,315
Tampa
169
Chicago
1,335
Orlando
238
Population
The Bureau of Economic and Business Research, University of Florida released the
following population statistics for Southwest Florida. As shown, total population
increased in five of the six Southwest Florida counties with the greatest growth (2010-
2020) in Lee County and the second highest in Collier County. Lee County maintained
the highest growth rate of the six counties from 2020 to 2021.
Table 3. Population and Population Change for Counties in Florida, 2000 to 2021
Percent Change
State and Population 2020 2010 2000
County 2021 2020 2010 2000 to 2021 to 2020 to 2010
FLORIDA
21,898,945
21,538,187
18,801,332
15,982,824
1.7
14.6
17.6
Charlotte
190,570
186,847
159,978
141,627
2.0
16.8
13.0
Collier
382,680
375,752
321,520
251,377
1.8
16.9
27.9
Glades
12,130
12,126
12,884
10,576
0.0
-5.9
21.8
Hendry
40,540
39,619
39,140
36,210
2.3
1.2
8.1
Lee
782,579
760,822
618,754
440,888
2.9
23.0
40.3
Sarasota
441,508
434,006
379,448
325,961
1.7
14.4
16.4
Sources: US Census Bureau (2020, 2010, and 2000 Census) and Universityof Florida, Bureau of Economic and
Business Research (2021 Estimates).
Page 10
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
The following table shows the projected population through 2045. As shown, Lee County
also has the highest projected growth rates with Collier County as a close second.
Projections of Florida Population by County, 2020-2045, with Estimates for 2020
Percent Change
Population 2020 2025 2030 2035 2040
2020 2025 2030 2035 2040 2045 to 2025 to 2030 to 2035 to 2040 to 2045
Southwest Florida
1,819,225
1,985,168
2,120,232
2,233,319
2,332,233
2,420,791
9.12%
6.80%
5.33%
4.43%
3.80%
Charlotte
187,904
203,016
215,478
225,562
234,391
242,460
8.04%
6.14%
4.68%
3.91%
3.44%
Collier
387,450
423,564
452,806
477,771
499,729
518,956
9.32%
6.90%
5.51%
4.60%
3.85%
Glades
13,609
14,272
14,811
15,222
15,560
15,851
4.87%
3.78%
2.77%
2.22%
1.87%
Hendry
40,953
42,898
44,380
45,554
46,570
47,468
4.75%
3.45%
2.65%
2.23%
1.93%
Lee
750,493
829,303
894,597
948,834
996,0861,038,511
10.50%
7.875fo
6.06%
4.985fo
4.26%
Sarasota
438,816
472,115
498,160
520,376
539,897
557,545
7.59%
5.52%
4.46%
3.75%
3.27%
Source: University of Florida, Bureau of Economic and Business Research, Florida Population Studies, Bulletin 190,June 2021
U.S. News & World Report, the global authority in rankings and consumer advice
evaluated the country's 150 most populous metropolitan areas based on affordability, job
prospects and desirability. The 2020-2021 25 Best Places to Retire is dominated by
Florida metro areas, largely due to affordable homes, low taxes and high ratings for
happiness and desirability. Increases in Desirability and Job Market scores lifted Sarasota
from No. 2 last year to overtake Fort Myers for the No. 1 spot for 2020-2021. Naples was
No. 4 on the list behind Port St. Lucie. However, Naples dropped to 12th overall in the
2022-2023 Best Places to Live report released by U.S. News & World Report in May
2022. Cape Coral -Fort Myers fell from No. 43 to No. 100 while Sarasota -Bradenton
maintained its No. 9 ranking. Collier County has become the most expensive place to buy
a home in the eastern U.S. according to data released by the National Association of
Realtors in May 2022.
Employment
The local economy is largely dependent on the real estate market. Covid-19 negatively
impacted overall employment and the service and leisure and hospitality sectors in
particular; however, jobs continue to return as the market improves. Tourism drives much
of the Collier County area's economy, with leisure and hospitality composing almost 20%
of the workforce. When lumped in with retail trade, Collier County has nearly 35% of its
entire workforce in these sectors, the third -highest proportion in Florida.
Collier County has experienced among the nation's strongest population and job growth
rates over the past five years. While the overall rate of jobs added over the year prior to
the pandemic had slowed to under 3%, Collier County still posted growth rates of
roughly double the national average.
Page 11
WINCHESTER HEAD
COLLIER COUNTY AREA ANALYSIS
NAPLE5 EMPLOYMENT BY INDUSTRY IN THOUSANDS 2Q 2022
CURRENTJOBS CURRENT GRCWTH
I YR HISTORICAL
5YR FORECAST
Industry
Jabs
LQ Market us
Market us
Market us
Manufacturing
5
0.4 I 6.37% 3.97%
7.32% 0.69%
0.68% 0.19%
Trade, Transportation and Utilities
30
1.0 2.17% 3.81%
2.B2% 1.23%
0.92% 0.14%
Retail Trade
22
1.3 2.67% 2.72%
2.09% 0.63%
1.11% 0.11%
Financial Activities
10
1.0 1.83% 224% 1
3.68% 1.41%
0.69% 024%
Government
13
1 0.6 0.15% 1.21% '
-0.04% 0.15% 1.96% 055%
Natural Resources, Mining and Construction
19
2.2 7.49% 424%
7.44% 2.50%
1 1.42% 0.40%
Education and Health Services
24
0.9 1.10% 2.70%
2.95% 1.5B%
122% 0.72%
Professional and Business Services
20
0.8 6.91%
3.95% 2.15%
1.40% 0.45%_
Information
1
_5.42%
OA 9.17% 5.41%
-0.67% 1.03%
0.07% 0.51%
Leisure and Hospitality
30
1.8 7.12% 112.56%
2.46% 1.37%
1.62% L 1.71 %
Other Services
9
1.5 -0.66% 5.25%
1.87% 0.52°2,
0.76% I 0.77%
Total Employment
��14.34%
3.16% 1.26%
1.26% 0.569E
Source: Oxford Economics
LQ = Location Quotient
JOB GROWTH (YOY)
Forecast
1
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
■ Naples t United States
Source- Oxford Economics
Page 12
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
The following table shows employment projections through 2029 by the Florida
Department of Economic Opportunity. As shown, agricultural employment is projected to
decline while the leisure and hospitality industry has the largest projected growth rate of
19.1% followed by Professional and Business Services (16.4%).
JOBS BY INDUSTRY
CHARLOTTE, COLLIER, GLADES, HENDRY, AND LEE COUNTIES
Employment
Percent
NAICS Title 2021 2029 Growth Growth
Total, All Industries
538,465
611,699
73,234
13.6
Agriculture, Forestry, Fishing & Hunting
8,270
7,193
-1,077
-13.0
Mining
399
434
35
8.8
Construction
56,144
63,917
7,773
13.8
Manufacturing
12,859
13,736
877
6.8
Trade, Transportation and Utilities
95,808
106,868
11,060
11.5
Information
4,357
4,641
284
6.5
Financial Activities
25,107
28,402
3,295
13.1
Professional and Business Services
62,254
72,464
10,210
16.4
Education and Health Services
107,269
123,960
16,691
15.6
Leisure and Hospitality
78,490
93,510
15,020
19.1
Other Services, Ex. Public Admin
20,192
22,669
2,477
12.3
Government
65,398
72,624
7,226
11.0
Self Employed and Unpaid Family Workers, All Jobs
40,799
44,548
3,749
9.2
Florida Department of Economic Opportunity
Collier County unemployment peaked in August 2010 at 13.0% and had generally been
declining until the Covid-19 pandemic with unemployment peaking again at 13.5% in
April 2020. The preliminary reported unemployment rate in February 2022 was only
2.6%.
The annual Collier County rate peaked in 2010 at 11.6% and had declined steadily since
until the spike from the Covid-19 pandemic in April 2020. However, unemployment
numbers have steadily decreased as the economy continues to improve. The 2020 annual
rate was 7.5% and the 2021 annual rate declined to 3.7%.
Page 13
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Series Id: LAUCN120210000000003
Not Seasonally Adjusted
Area: Collier County, FL
Area Type: Countiesand equivalents
State/Region/Division: Florida
Measure: u nemployment rate
12.
2.
41I12 01/13 01114 01/15 01/16 01117 01/18 01/19 01/20 01121 01/22
M0 nt 1)
As of February 2022, the unemployment rate for the State of Florida was 3.1 %, down
from the peak in May 2020 of 13.9%. On a national level, the unemployment rate in
February 2022 was 3.8%, a decrease from the peak in April 2020 of 14.7%. Collier
County currently has a lower February rate, at 2.6%, than state and national levels.
The local economy is largely dependent on the real estate market. The following table
from the U.S. Department of Labor shows Naples/Immokalee/Marco Island employment
from 2012 through March 2022. As shown, unemployment from the Covid-19 pandemic
affected the service and leisure and hospitality sectors the most. Both the leisure and
hospitality and service sectors have regained all lost jobs and have exceeded 2019 levels.
Naples - Immokalee - Marco Island
service-
%
Goods
%
Mining, Logging, &
%
Leisure and
%
All Employees,
%
Year
Providing
Change
Producing
Change
Const.
Change
Hospitality
Change
Total Nonfarm
Change
2012
106,600
3.1%
12,100
5.2%
9,400
4.49/o
23,600
4.4%
118,700
3.3%
2013
109,700
2.9%
13,500
11.6%
10,500
11.7%
24,400
3.49/o
123,300
3.9%
2014
114,500
4.49/o
15,400
14.1%
12,100
15.2%
25,500
4.5%
129,900
5.49/o
2015
119,100
4.0%
17,000
10.4%
13,600
12.49/o
26,500
3.9%
136,100
4.8%
2016
124,000
4.1%
18,700
10.0%
14,900
9.6%
27,500
3.8%
142,600
4.8%
2017
126,300
1.9%
19,400
3.7%
15,400
3.49/o
28,300
2.9%
145,600
2.1%
2018
129,600
2.69%
21,500
10.8%
17,200
11.7%
29,100
2.8%
151,000
3.7%
2019
133,200
2.8%
22,400
4.2%
17,700
2.9%
30,000
3.1%
155,600
3.0%
2020
126,300
-5.2%
22,100
-1.3%
17,200
-2.8%
25,600
-14.7%
148,400
-4.69/o
2021
132,400
4.89/o
23,100
4.5%
18,000
4.7%
28,000
9.4%
155,500
4.8%
2022*
138,200
4.5%
24,000
6.49/o
18,700
6.9%
31,300
11.0%
162,200
4.8%
"Through March
2022; percentage increase
in comparison to March 2021 YTD
Source: U.S.
Department of
Labor
Page 14
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Collier County and the entire Southwest Florida Region is substantially dependent on the
real estate and construction sectors. Therefore, the area has been and should be more
susceptible to cyclical fluctuations that have occurred in other areas dominated by a
single industry. The Southwest Florida Economic Development Alliance reports key
employers in Southwest Florida (Collier, Lee and Charlotte County) from Biofuels,
healthcare, technology, apparel design, to sugar production are a driving force behind the
region's success. The table below provides a few examples of some key employers in
Southwest Florida.
• Industrial Biotechnology, Algenol Biofuels — Global Headquarters
■ Medical Devices, Arthrex Inc. — Global Headquarters
• Women's Specialty Apparel Retailer, Chicds FAS — Global Headquarters
• Specialty Electronics Manufacturer, Fox Electronics — Global Corporate Headquarters
• Global IT Research and Advising, Gartner, Inc.
• Vehicle Rentals and Sales, Hertz Inc. — Global Headquarters
• Subsidiary Pittsburgh Glass Works, Lynx Services LLC — Customers Service Center
• Manufacturing Fluid Management, Shaw Development — Global Headquarters
• Agricultural and Food Manufacturer, U.S. Sugar Ccrporation — Headquarters
• Healthcare, 21stCentury Oncology— Global Headquarters
The following table shows the Top 25 Employers as reported by the Florida Gulf Coast
University Regional Economic Research Institute on July 27, 2021.
Rank
Company
SWFL Employees
Industry
County
1
Lee Health
14,028
Healthcare and Social Assistance
Lee
2
Lee County School District
11,003
Educational Services
Lee
3
Publix Super Market
9,768
Retail Trade
Charlotte, Collier, Lee
4
Lee County Local Government
9,142
Public Administration
Lee
5
NCH Healthcare System
8,159
Healthcare and Social Assistance
Collier
6
Walmart
7,286
Retail Trade
Charlotte, Collier, Hendry, Lee
7
Collier County School District
5,756
Educational Services
Collier
8
Collier County Local Government
5,173
Public Administration
Collier
9
Arthrex
4,087
Manufacturing
Collier
10
Marriott International, Inc.
3,620
Accommodation and Food Services
Collier, Lee
11
Bayfront Health
2,801
Healthcare and Social Assistance
Charlotte
12
Charlotte County Local Government
2,614
Public Administration
Charlotte
13
McDonald's
2,613
Accommodation and Food Services
Charlotte, Collier, Hendry, Lee
14
Home Depot
2,497
Retail Trade
Charlotte, Collier, Lee
15
Charlotte County School District
2,152
Educational Services
Charlotte
16
Winn -Dixie
1,899
Retail Trade
Charlotte, Collier, Hendry, Lee
17
Hope Hospice
1,838
Healthcare and Social Assistance
Collier, Lee
18
Chico's Fas Inc.
1,552
Retail Trade
Collier, Lee
19
Florida Gulf Coast University
1,519
Educational Services
Lee
20
Bloomin' Brands, Inc.
1,395
Accommodation and Food Services
Charlotte, Collier, Lee
21
Realogy Holdings Corp.
1,381
Real Estate and Rental and Leasing
Charlotte, Collier, Lee
22
Darden Restaurants
1,380
Accommodation and Food Services
Charlotte, Collier, Lee
23
Target
1,300
Retail Trade
Charlotte, Collier, Lee
24
Walgreens
1,170
Retail Trade
Charlotte, Collier, Hendry, Lee
25
Yum! Brands, Inc.
1,141
Accommodation and Food Services
Charlotte, Collier, Hendry, Lee
Source: Florida Gulf Coast University Regional Economic Research Institute; July 27, 2021
Page 15
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Tourist Tax Revenues
The following graph from the Southwest Florida Regional Economic Indicators March
2022 report prepared by Florida Gulf Coast University shows Collier County's tourist tax
revenues. As shown, after an 123% increase in July 2021 compared to July 2020,
seasonally adjusted tourist tax revenues continued to drop for the fourth consecutive
month. Despite the month -to -month decline, revenues remained 75% above November
2020.
Chart 5: Coastal County Tourist Tax Revenues
County Tourist Tax Revenue - 2016 to present
7.0 - -----------------------
6.5
N
0 6.0
5.5
60- 5.0
4.5
C
a 4.0
m
3.5
M
F- 3.0
N
2.5
H 2.0
a
1.5
C
1.0
0.5
--- All Data Seasonally Adjusted V)
--- -r-- ----
i
--------------------------,---- ---
Lee - T -
- - - - - - - - -' , - - - - - - - - - - r - - - - - - `
Collier----T---
------ ----
Charlotte
0.0
Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21
Source: Local County Tourism, Tax, and Economic Development Reports and seasonal adjustment by RERI
Development
Growth continues to shift east with Ave Maria becoming the top -selling single-family
residential community in Collier County and was recently ranked as one of the Top 25
Selling Master -Planned Communities in the United States. It has maintained the top
ranking in the Naples -Fort Myers market for the past seven years and reported a record
breaking 646 new home sales in 2021, a 28% increase from 2020. There are currently
four residential builders in Ave Maria, CC Homes, Del Webb Naples, Lennar and Pulte
Homes. The grand opening of The National Golf and Country Club at Ave Maria, a
bundled golf community by Lennar, was held on January 7, 2021. The Immokalee Road
corridor between Naples and Ave Maria is projected to see thousands of new homes
developed in the next few years.
In January 2020, in what has been described as one of the most important votes for the
future of growth in Collier County, commissioners approved Rivergrass Village. The
Page 16
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
village is the first of three planned 1,000-acre villages stretching from just north of Oil
Well Road to east of Golden Gate Boulevard East. Rivergrass Village will allow for up to
2,500 homes; 100,000 square feet of retail and office uses and a minium of 25,000 square
feet for civic government, and institutional buildings. Longwater Village will allow for
up to 2,600 homes; 65,000 square feet of retail and office space and 25,000 square feet
for civic government, and institutional buildings and Bellmar Village will allow for up to
2,750 homes; 85,000 square feet of retail and office space and 27,500 square feet for
civic government, and institutional buildings. In a near unanimous decision, the Collier
County Planning Commission agreed to recommend approval of Longwater in March
2021. The project has sparked controversy because the property sits in the
environmentally sensitive Rural Lands Stewardship Area, or RLSA. Commissioners
voted to approve the Longwater and Bellmar Villages on June 8, 2021.
There are more than $1 billion in new luxury high-rise developments near the coast
including One Naples at the northeast corner of Vanderbilt Beach Road and Gulf Shore
Drive as well as Pelican Bay (Mystique completed in 2019) and Kalea Bay (Towers 100
and 200 are complete, Tower 300 is expected to be open in October 2022) in North
Naples. New commercial development is very active at the intersections of Collier
Boulevard and US 41 East as well as Collier Boulevard and Immokalee Road.
In its 1st Quarter 2022 report, the Office of Federal Housing Enterprise Oversight
(OFHEO) found that the Naples- Marco Island MSA had a 34.19% increase in home
prices (all -transactions including purchase and refinance mortgage) over the trailing 12
months. Homes prices in the state of Florida increased 29.78% over the past year (1Q
2021 - 1 Q 2022) which was 1 st in the nation.
The continuing care retirement community, Moorings Park, teamed with London Bay
Homes to develop an independent living development with 275 residences in 17
buildings. All of the buildings are six stories over parking. Grande Lake, will be built on
55 acres off Golden Gate Parkway, between Airport -Pulling and Livingston Roads.
Entrance fees start at $1.5 million and are 70% refundable. Construction on the first 47
units in three buildings commenced in December 2018 with completion in May 2020.
Arthrex, a medical device manufacturer and one of the county's largest employers,
completed construction of its latest expansion plan at its headquarters along Goodlette-
Frank Road in early 2020. The development includes a 300,000 square -foot, six -story
office complex with an auditorium, a four-story Innovation Hotel with approximately 160
rooms, a two-story wellness center, and a 3-acre park. The hotel hosts orthopedic
surgeons from the U.S. and around the world for medical education on the company's
devices and instruments. Arthrex has contracted with a Tampa -based company, Mainsail,
to manage all elements of the hotel operation, including employees.
The first regional store for Phoenix -based Sprouts Farmers Market anchors The Landings
at Logan, a new 18-acre retail center at the southeast corner of Immokalee Road and
Logan Boulevard in North Naples. NCH Healthcare Northeast located at the northeast
quadrant of Immokalee Road and Collier Blvd (CR 951) opened in late 2015 and is the
first free standing ER facility in Collier County. The two-story building consists of
approximately 41,500± square feet.
Page 17
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Barron Collier Companies and Metro Development Group broke ground on Founders
Square, a 55-acre mixed -use development located on the southeast corner of Immokalee
Road and Collier Boulevard in January 2020. The development is anchored by The
Pointe, a collection of 10 separate restaurants and other retail tenants. It also includes a
400-unit Class A apartment community, known as The Haldeman; a 35,000 square foot
medical office building leased by Physicians Regional Medical Healthcare; and
StorQuest a 110,000 square foot self -storage facility.
Seed to Table, a new Oakes Farm grocery store at the northeast corner of Livingston and
Immokalee Roads in North Naples opened in December 2019. The former Albertson's
was completely gutted and consists of 77,000+ square foot store with sit-down dining, a
full -service bar, three bars for beer and wine, wine room with samples on tap, a wood -
fired brick oven for pizza, a raw bar, sushi bar, grilling area, coffee bar and stations
preparing fresh pasta, guacamole, cheese, cut vegetables, sandwiches, smoothies and
even homemade ice cream with indoor -outdoor seating.
Paradise Coast Sports Complex, is Collier County's partially completed $100 million
Amateur Sports Complex. The county hopes to become a destination for traveling youth
sports teams and amateur athletes. While the focus of the complex is athletics, there will
be 20 fields between soccer, baseball and softball, plus a 10,000-person championship
stadium, the goal is to get people to stay after the game is over with The Cove and The
Factory. The Cove is a bar and food truck area for patrons to relax, listed to live music
and play a variety of yard games (bag toss, oversized Connect Four and Jenga, plus ping
pong). The Factory is an outdoor workout facility focusing on functional fitness (similar
to CrossFit) which is available on a monthly membership basis. Additionally, the man-
made lake next to The Cove includes a 2/3 mile jogging loop with three workout stations.
There is a climbing wall for public use and a beach volleyball court.
Collier County Commissioners approved a $15 million economic development agreement
on June 22, 2021 for The Great Wolf Lodge. The land was purchased for $9,100,000 in
July 2021 and construction commenced in July 2022. The Lodge will be built on 20 acres
of land along City Gate Boulevard North and will feature a 100,000 square foot indoor
water park, 500-room hotel, and 62,000 square feet of amenities and attractions. The
resort is expected to open in the summer of 2024. It will bring in more than 200
construction jobs, plus an additional 600 full-time and part-time jobs once open.
Investment Trends
The following CoStar data shows Collier County trends in the Multi -Family, Retail,
Office, and Industrial sectors as of second quarter 2022.
Collier County may not see many trades, but investor sentiment remains evident in price
appreciation that continues well into 2022. Confirmed cap rates average 4.5% over the
past 12 months. The market cap rate has fallen over the past year, and the rate in the
metro is structurally lower than those across the country. Annual sales volume has
averaged $198 million over the past five years, and the 12-month high in investment
Page 18
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
volume hit $359 million over that stretch. In the past 12 months specifically, $356 million
worth of multifamily assets sold.
Capital Markets Overview
Asset Value 12 Mo Sales Volume Market Cap Rate Mkt Sale PricelUnit Chg (YOY)
$4.9B $359.3M 4.1% 17.4%
EL CEIMMEEIr ■
Market Sale Price/Unit Market Cap Rate
$350,000
$300,000
$250,000
$200,000
$10,000
$100,000
$50, 000
$0
12 13 14 15 16 17 18 19 20 21 22
Sales Volume
$400 M
$350M
$300M
$250 M
$200 M
$150M
$100M
$50M
$0M
12 13 14 15 16 17 18 19 20 21 22
8.0%
7.0%
6.0%
5.0%
4.0%
3.0%
2.0%
1.0%
0.0% 1
12 13 14 15 16 17 18 19 20 21 22
12 Mo Sales Vol Growth
600%
500%
400%
300%
200%
100%
0% �■-
-100%
-200%
12 13 14 15 16 17 18 19 20 21 22
Retail demand surged in Collier County over the past 12 months. Annual sales volume
has averaged $254 million over the past five years, and the 12-month high in investment
volume hit $532 million over that stretch. In the past 12 months specifically, $514 million
worth of retail assets sold.
The market cap rate has fallen over the past year to 5.7%, and the rate in the metro is
structurally lower than those across the country.
Page 19
WINCHESTER HEAD
COLLIER COUNTY AREA ANALYSIS
Capital Markets Overview
Asset Value 12 Mo Sales Volume Market Cap Rate Mkt Sale Prlce)SF Chg (YOY)
$7.2B $527.7M 5.7%
Retail IL
Market Sale Price/SF
$350
$300
$250
$200
$150
$100
$50
$0
12 13 14 15 16 17 18 19 20 21 22
8.3%
7.0% Market Cap Rate
6.8%
6.6%
6.4%
6.2%
6.0%
5.8%
5.6%
5.4%
5.2%
5.0% 1--ii
12 13 14 15 16 17 18 19 20 21 22
$600M Sales Volume 200% 12 Mo Sales Vol Growth
$500 M 150%
$400 M
— ■ 100%
$300 M
$200 M 50%
$10o M 0%
$OM -50%
12 13 14 15 16 17 18 19 20 21 22 12 13 14 15 16 17 18 19 20 21 22
Annual office sales volume averaged $116 million over the past five years in Collier
County, and the 12-month high in investment volume hit $237 million over that stretch.
In the past 12 months specifically, $203 million worth of office assets sold.
The market cap rate has fallen over the past year to 6.9% and is close to the country's
average. The current rate is the lowest cap rate seen in Collier County during the past five
years.
Page 20
WINCHESTER HEAD
COLLIER COUNTY AREA ANALYSIS
Asset Value 12 Mo Sales Volume
$2.6B $201 M
Market Sale Price/SF
$300
$250
$200
$150
$100
$50
$0 ,
12 13 14 15 16 17 18 19 20 21 22
$250 M
$200 M
$150M
$100M
$50M
$0M
Sales Volume
12 13 14 15 16 17 18 19 20 21 22
Market Cap Rate Mkt Sale Price1SF Chg IYOY]
6.9% 8.9%
8.0% Market Cap Rate
7.8%
7.6%
7.4%
7.2%
7.0%
6.8%
6.6%
6.4%
6.2% 1i
12 13 14 15 16 17 18 19 20 21 22
12 Mo Sales Vol Growth
600%
500%
400%
300%
200%
100% ■ .■
-100%
12 13 14 15 16 17 18 19 20 21 22
Collier County had an unusually large number of deals close over the past 12 months,
which was among the best of its peers, with 110 transactions. That was comfortably
above average transaction volume here over the past five years. Annual sales volume has
averaged $80.2 million over the past five years, and the 12-month high in investment
volume hit $164 million over that stretch. In the past 12 months specifically, $115 million
worth of industrial assets sold. Logistics facilities drove recent sales volume, accounting
for $68.7 million in confirmed transactions
Market prices rose by more than 10% and is above the country's average. The market cap
rate has dropped since last year. It is the lowest cap rate, at 6.5%, that has been seen in
Naples during the past five years, but it's still higher than the country's average yield.
Page 21
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Asset Value
12 Mo Sales Volume
Market Cap Rate
Mkt Sale Price/SF Chg (YOY)
$2.3B
$113.8M
6.5%
17.0%
I�
I
■
Market Sale PricerSF
Market Cap Rate
$100
9.0%
$160
3.0%
$140
7.0%
3120
6.0%
$100
5.0%
$86
4.0%
$ 60
3.0%
$ 40
2.0%
$ 20
1.0%
$0
0.0%
12 13 14 15
16 17 18 19 20 21 22
12 13 14 15 16
17 18 19 20 21 22
Sales Volume
s 160M
S140M
S120M
S100M
$80M
$60M
$40M
$20 M
$OM
12 13 14 15 16 17 18 19 20 21 22
Income
12 Mo Sales Vol Growth
200%
150%
100%
50%
0% ■�
-50%
12 13 14 15 16 17 18 19 20 21 22
Personal income is a significant factor in determining the real estate demand in a given
market. The following table shows Collier County households by income from the
CCIM Site to do Business. Overall, Collier County has an average household income of
$127,724 and a per capita income of $53,839.
2022
2027
Households by Income
Number
Percent
Number
Percent
<$15,000
11,127
6.8 %
7,976
4.7 %
$15,000 - $24,999
7,648
4.7 %
5,439
3.2 %
$25,000 - $34,999
12,047
7.4 %
9,389
5.5 %
$35,000 - $49,999
15,640
9.6 %
13,416
7.8 9%
$50,000 - $74,999
24,586
15.1 %
23,755
13.9 %
$75,000 - $99,999
22,121
13. 6%
23,445
13.7 %
$100,000 - $149,999
31,277
19.2 %
37,671
22.0
$150,000 - $199,999
14,206
8.7 %
19,735
11.5 %
$200,000+
24,489
15.0 %
30,079
17.6 %
Median Household Income
$85,162
$101,707
Average Household Income
$127,724
$148,920
Per Capita Income
$53,839
$63,006
Page 22
WINCHESTER HEAD COLLIER COUNTY AREA ANALYSIS
Conclusion
The long term economic outlook for Collier County is positive. The area lures people
from all over the country for tourism as well as retirement, with the beaches and weather
considered major demand drivers.
The projected growth in population and employment provide an economic base that
supports demand for real estate in the subject neighborhood and for the subject property.
These conditions have resulted in increasing property values and should stimulate
continued increases within the foreseeable future. Prior to the coronavirus pandemic, the
residential market had stabilized after several years of an expansion period, with
sustained growth in demand and increasing construction. Since the coronavirus
pandemic, residential demand increased significantly with record sales in 2020 and
continued high demand but limited inventory in 2021. Inventory shortages are expected
to continue in 2022 with no surplus expected. New home builders are facing similar
obstacles with a lack of building supplies creating a backlog of newly constructed homes.
Prices continue to increase; however, the extended shortages and surging construction
prices may begin to temper demand.
According to Porch.com, a home services platform, Naples -Marco Island had the most
home sales per 10,000 residents in the nation in 2021. According to the Naples Area
Board of Realtors (NABOR), there was a record $18.2 billion in sales in Collier County
during 2020. Demand eclipsed all expectations in 2021 with a 25.8% increase in overall
sales in 2021 and a 20.3% increase in median closed price (year over year). The February
2022 Market Report released by NABOR shows overall closed sales have declined by
33.8% in February 2022 YTD. Overall median closed price for single family and
condominium units increased 37.6% in 2022 Year-to-date as compared to 2021 Year-to-
date. According to Inspection Support Network, an organization that provides industry
software and other resources, Collier County was fourth in the nation in rising home
prices for midsized counties (population of 350,000-749,999) with a 31% increase in
median prices. Lee County was third in the nation for large counties (750,000+) with an
increase of 32%.
Generally, the commercial market lags the residential market. Aside from some signs of
an upcoming decline, characterized by positive but falling demand with increasing
vacancy, the overall commercial market was projected to continue to increase at a
stabilized rate prior to the coronavirus outbreak. The significant residential demand since
the pandemic has generally stabilized the commercial market overall with an increased
demand for the industrial sector and select retail and office properties.
Page 23
WINCHESTER HEAD
Collier County Area Map
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----------------- - - - - -- ----
Page 24
WINCHESTER HEAD SITE ANALYSIS
PROPERTY DESCRIPTION AND ANALYSIS
SITE ANALYSIS
The following description is based on our property inspection and public records.
Market Areas
Parcel ID Gross Land Area Typical Parcel Size Zoning FDEP Informal Wetland
(Acres) (Acres) Determination
Wmchester Head 62.14 1.14 - 2.73 E - Estates 0% to 100% Wetlands
The Winchester Head targeted area contains 45 parcels totaling 62.14 acres within
Golden Gate Estates Unit 65. According to Collier County, the typical parcel sizes to be
acquired range from 1.14 to 2.73 acres in size.
MARKET AREA
Location: Winchester Head is located east of Everglades Boulevard North
between 35th Avenue NE and 41st Avenue NE. It is surrounded by
single-family residential sites and homes.
Current Use of the Property: Vacant wetlands with some single-family development.
Road Frontage/Access: Access to parcels within the Winchester Head is provided by:
• 37th Avenue NE (paved road): runs east/west along northern
border.
• 39th Avenue NE (paved road): runs north/south along eastern
border.
• 41 st Avenue NE (paved road): runs east/west through market
area.
Topography: According to the Initial Criteria Screening Report prepared in March
2018 by Collier County's Conservation Collier Program, the area is
wetlands with a mix of Wetland Hardwoods, Cypress, Pine, Cabbage
Palm, and Freshwater Marsh. Brazilian pepper, melaleuca, and old
world climbing fern were also observed.
Soil Conditions: We were not provided with a soils report for the purpose of this
appraisal. We are not experts in soils analysis; however, the soil
conditions observed at the subject appear to be typical of the region
and adequate to support development.
Utilities: Electricity: FP&L
Sewer: None; Private septic systems service surrounding homes
Water: None; Private wells service surrounding homes
Environmental Issues: According to the Initial Criteria Screening Report prepared in March
2018 by Collier County's Conservation Collier Program Winchester
Head is comprised entirely of depressional cypress and marsh
wetlands and therefore, provides habitat for wetland dependent
species. It is designated on the FDEP Informal Wetland
Determinations March 2016 map as Wetlands. Permits from FDEP
are required prior to development.
Encumbrance / Easements: There are sixty -foot (60') platted right-of-way and utility easements
along 37th Ave NE, 39th Ave NE, and 41st Ave NE. A current title
Page 25
WINCHESTER HEAD
SITE ANALYSIS
report was not provided for the purpose of this appraisal. We are not
aware of any easement, restrictions, or encumbrances that would
adversely affect value. Therefore, our valuation assumes the subject
has a clear and marketable title with no adverse easement,
restrictions, or encumbrances.
ZONING
Zoning Code E
Zoning Authority Collier County
Zoning Description Estates
Permitted Uses Includes single-family dwellings, family care facilities
(subject to section 5.05.04), essential services (as set
forth in section 2.01.03), and schools, public, including
educational plants.
Minimum Lot Area (SF)
2.25 acres
Minimum Floor Area (SF)
1,000
Minimum Street Frontage (Feet)
150
Front Set Back Distance (Feet)
75
Rear Set Back Distance (Feet)
75
Side Yard Distance (Feet)
30 feet; 37.5 feet for corner lots along longest side
Maximum Density/FAR
One dwelling units per 2.25 acres
Maximum Building Height (Feet)
30
Page 26
WINCHESTER HEAD
SITE ANALYSIS
Winchester Head Market Study Parcels Aerial
os
Miles
Page 27
WINCHESTER HEAD SITE ANALYSIS
Winchester Head Market Study Parcels — FDEP Informal Wetland Determinations
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1
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Page 28
I;
is
J
WINCHESTER HEAD
SITE ANALYSIS
Flood Map
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Page 30
WINCHESTER HEAD
SITE ANALYSIS
Site Photographs
37th Avenue NE (paved road) - Easterly
37th Avenue NE (paved road) — Westerly
(Photo Taken on August 13, 2022)
Page 31
WINCHESTER HEAD
SITE ANALYSIS
Site Photographs
39th Avenue NE (paved road) — Easterly
(Photo Taken on August 13, 2022)
39th Avenue NE (paved road) — Westerly
(Photo Taken on August 13, 2022)
Page 32
WINCHESTER HEAD
SITE ANALYSIS
Site Photographs
Typical Parcel view from 37th Avenue NE (paved road) — Northerly
Typical Parcel view from 37th Avenue NE (paved road) — Northwesterly
(Photo Taken on August 13, 2022)
Page 33
WINCHESTER HEAD
SITE ANALYSIS
Site Photographs
Typical Parcel view from 39th Avenue NE (paved road) — Southerly
Typical Parcel view from 39th Avenue NE (paved road) — Southeasterly
(Photo Taken on August 13, 2022)
Page 34
WINCHESTER HEAD
SITE ANALYSIS
Site Photographs
Typical Parcel view from 39th Avenue NE (paved road) — Northerly
Typical Parcel view from 39th Avenue NE (paved road) — Northwesterly
(Photo Taken on August 13, 2022)
Page 35
WINCHESTER HEAD HIGHEST AND BEST USE
HIGHEST AND BEST USE
Highest and best use may be defined as:
The reasonably probable use of property that results in the highest value. The four
criteria the highest and best use must meet are legal permissibility, physical
possibility, financial feasibility, and maximum productivity. 1
■ Physically possible for the land to accommodate the size and shape of the
ideal improvement.
■ Legally permissible under the zoning regulations, building codes,
environmental regulations, and other restrictions that apply to the site. A
property use that is either currently allowed or most probably allowable.
■ Financially feasible to generate sufficient income to support the use.
■ Maximally productive, or capable of producing the highest value from
among the permissible, possible, and financially feasible uses.
Highest and Best Use As Vacant
Physically Possible
The subject consists of parcels ranging in size from 1.14 to 2.73 acres located within the
previously defined Winchester Head areas. Access through Winchester Head is provided
by paved roads. The physical characteristics of the parcels should reasonably
accommodate any use that is not restricted by its size. However, development on the
parcels may be limited due to wetland coverage.
Legally Permissible
The subject sites are zoned Estates (E), which permits uses including low density
residential with limited agricultural uses. The FDEP Informal Wetland Determinations
March 2016 map designates the parcels as Wetlands. Permits from FDEP are required
prior to development.
Financially Feasible
Financial feasibility is an analysis of the ability of a property to generate sufficient
income to support the use, or a reasonable probability of producing a positive income
stream net of operating expenses, financial costs, and capital amortization.
Prior to the coronavirus pandemic, the residential market had stabilized after several
years of an expansion period, with sustained growth in demand and increasing
construction. Since the coronavirus pandemic, residential demand increased significantly
with record sales in 2020 and continued high demand but limited inventory in 2021.
Inventory shortages are expected to continue in 2022 with no surplus expected. New
home builders are facing similar obstacles with a lack of building supplies creating a
1 The Dictionary of Real Estate Appraisal 7' ed. (Chicago: Appraisal Institute, 2022)
Page 36
WINCHESTER HEAD HIGHEST AND BEST USE
backlog of newly constructed homes. Prices continue to increase; however, the extended
shortages and surging construction prices may begin to temper demand.
A well -designed single-family home that is appropriately marketed and priced, should be
received favorably by the market.
The substantial costs associated with permitting and fill typically results in a lower price
per acre than upland parcels in order to make development financially feasible. If the
costs make development financially unfeasible or permitting is not achievable;
conservation use becomes the only financially feasible use.
Maximally Productive
The maximally productive land use yields the highest value of the possible uses.
Conservation and/or single-family development is the only use that meets the tests of
physically possible, legally permissible, and financially feasible.
The permitting process for parcels with significant coverage of active wetlands will likely
be very difficult, if not impossible.
Therefore, conservation and/or single-family development is concluded to be the
maximally productive and highest and best use of the site.
Highest and Best Use as Improved
No improvements are situated on the site. Therefore, a highest and best analysis as
improved is not applicable.
Most Probable Buyer
Considering the size and location of the property, the most probable buyer of an
individual parcel is an owner -user or builder for single-family development or wetland
mitigation. Conservation Collier is also a probable buyer as a multi -parcel conservation
project.
Page 37
WINCHESTER HEAD VALUATION METHODOLOGY
VALUATION METHODOLOGY
Three basic approaches may be used to arrive at an estimate of market value. They are:
1. The Cost Approach
2. The Sales Comparison Approach
3. The Income Approach
Cost Approach
The Cost Approach estimates the current cost to construct the existing structure including
an entrepreneurial incentive, depreciation, and the estimated land value. This approach is
particularly applicable when the improvements represent the highest and best use of the
land and are relatively new. It is also applicable when the property has unique or
specialized improvements for which there is little or no sales data from comparable
properties.
Sales Comparison Approach
The Sales Comparison Approach compares sales of similar properties with the subject
property. Each comparable sale is adjusted for its inferior or superior characteristics. The
values derived from the adjusted comparable sales form a range of value for the subject.
By process of correlation and analysis, a final indicated value is derived. This approach is
most reliable in an active market, and is least reliable when valuing a property for which
no direct comparable sales data is available.
Income Approach
The Income Approach converts the anticipated flow of future benefits (cash flows and
reversion) to a present value estimate through a capitalization and or a discounting
process. This approach generally reflects a typical investor's perception of the
relationship between the potential income of a property and its market value.
Final Reconciliation
The appraisal process concludes with the Final Reconciliation of the values derived from
the approaches applied for a single estimate of market value. The reconciliation of the
approaches is based on an evaluation of the quantity and quality of the available data in
each approach. Furthermore, different properties require different means of analysis and
lend themselves to one approach over the others.
Page 38
WINCHESTER HEAD
VALUATION METHODOLOGY
ANALYSES APPLIED
A cost analysis was considered and was not developed because there are no
improvements that contribute value to the property.
A sales comparison analysis was considered and was developed because typically this is
the most appropriate approach for the valuation of vacant land. This approach is
applicable to the subject because there is an active market for similar properties and
sufficient sales data is available for analysis.
An income analysis was considered and was not developed because the subject is not
likely to generate rental income as vacant land.
Page 3 ,
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD WETLANDS
SALES COMPARISON APPROACH — WINCHESTER HEAD WETLANDS
The Sales Comparison Approach is based on the premise that a buyer would pay no more
for a specific property than the cost of obtaining a property with the same quality, utility,
and perceived benefits of ownership. It is based on the principles of supply and demand,
balance, substitution and externalities. The following steps describe the applied process
of the Sales Comparison Approach.
• The market in which the subject property competes is investigated; comparable
sales, contracts for sale and current offerings are reviewed.
• The most pertinent data is further analyzed and the quality of the transaction is
determined.
• The most meaningful unit of value for the subject property is determined.
• Each comparable sale is analyzed and where appropriate, adjusted to equate with
the subject property.
• The value indication of each comparable sale is analyzed and the data reconciled
for a final indication of value via the Sales Comparison Approach.
Land Comparables
I have researched five comparables for this analysis; these are documented on the
following pages followed by a location map and analysis grid. All sales have been
researched through numerous sources, inspected and verified by a party to the
transaction. For this analysis, we use the price per acre as the appropriate unit of
comparison because market participants typically compare sale prices and property
values on this basis.
Comp
Address
Date
Price
City
Acres
Price Per Acre
Comments
Subject
Generally within Golden Gate Estates
8/13/2022
Winchester Head Wetlands
Unit 65
Naples
1.0 - 3.0 acres
1
37th Ave NE
7/14/2022
$35,000
75' x660' heavily treed lot located along north side of 37th Avenue NE Informal
wetland determination dated November 2021 shows 1.12 acres ofwetlands with a small
Naples
1.14
$30,702
portion ofuplands along 37th Ave NE Listed in May 2022 for $35,000.
2
332066th Ave NE
7/14/2022
$52,000
189 x660'heavily treed lot located along south side of66th Avenue NE Informal
wetland determination dated November 2021 shows 2.65 acres ofwetlands with a small
Naples
2.73
$19,067
portion ofuplands along 66th Ave NE Listed in May 2022 for $52,000.
3
50th Ave NE
6/16/2022
$37,000
75' x660' heavily treed lot located along north side of 50th Avenue NE. Wetland
detemmination dated 3/17/22 shows 0.73 acres of jurisdictional wetlands located in the
Naples
1.14
$32,456
center ofthe site. listed in April 2022 for $75,000 and decreased to $40,000 in May
2022. Lot was purchased in April 2022 with 5 other lots.
4
54th Ave NE
5/31/2022
$74,000
159 x660'treed lot located along south side of 54th Avenue NE Informal wetland
determination dated 4/18/2022 shows 1.93 acres ofwetiands with uplands located in
Naples
2.27
$32,560
the front ofthe site near 54th Ave NE Listed in April 2022 for $79,900.
g
70th Ave NE
6/28/2022
$147,900
33Y x660' heavily treed lot located along south side of 70th Avenue NE Informal
wetland determination dated 11/2021 shows 2.95 acres ofwetlands with uplands
Naples
5.00
$29,580
located in the rear southwest portion ofthe site. listed 6/7/2022 for $149,900.
Page 40
WINCHESTER HEAD
SALES COMPARISON APPROACH — WINCHESTER HEAD WETLANDS
Comparables Map
Audubon
Corkscrew Swamp
SanclOiy-C N LIME
TICKETS. --
Big Corkscrew
Island Rc-gional Park
T�
Subject
�rang�tre�_
Page 41
Efl
Ma p data @2022 -Goggle
WINCHESTER HEAD
SALES COMPARISON APPROACH - WINCHESTER HEAD WETLANDS
Analysis Grid
The above sales have been analyzed and compared with the subject property. I have
considered adjustments in the areas of:
Effective Sale Price This takes into consideration unusual conditions involved in the
sale that could affect the sales price, such as excess land, non -
realty components, commissions, or other similar factors.
Usually the sale price is adjusted for this prior to comparison to
the subject.
Real Property Rights Property rights dissimilar to the subject which affect value.
Financing Terms Favorable or unfavorable seller financing, or assumption of
existing financing.
Conditions of Sale Circumstances that atypically motivate the buyer or seller, such
as 1031 exchange transaction, assemblage, or forced sale.
Market Conditions Inflation or deflation since sale date due to economic influences
Location Market or submarket area influences on sale price; surrounding
land use influences.
Physical Characteristics Attributes such as size, shape, utilities, frontage, zoning, etc.
On the following page is a sales comparison grid displaying the subject property, the
comparables and the adjustments applied.
Page 42
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD WETLANDS
Land Analysis Grid
Comp 1
Comp 2
Comp 3
Comp 4
Comp 5
Name
Winchester Head Wetlands
NS 37th Ave NE
3320 66th Ave NE
NS 50th Ave NE
3230 54th Ave NE
SS 70th Ave NE
Address
Generally within Golden Cate
37th Ave NE
332066th Ave NE
50th Ave NE
54th Ave NE
70th Ave NE
Estates Unit 65
City
Naples
Naples
Naples
Naples
Naples
Naples
Date
8/13/2022
7/14/2022
7/14/2022
6/16/2022
5/31/2022
6/28/2022
Price
$35,000
$52,000
$37,000
$74,000
$147,900
Acres
1.0-3.0 acres
1.14
2.73
1.14
2.27
5.00
Acre Unit Price
$30,702
$19,067
$32,456
$32,560
$29,580
Transaction Adjustments
Property Rights
Fee Simple
Fee Simple 0.0%
Fee Simple 0.0%
Fee Simple 0.00/6
Fee Simple 0.00/.
Fee Simple 0.01/.
Financing
Cash to seller 0.00/o
Cash to seller 0.0%
Cash to seller 0.0%
Cash to seller 0.0%
Cash to seller 0.0%
Conditions of Sale
Antis Length 0.0%
Anns Length 0.0%
Ands Length 0.00/
Atm's Length 0.00/
Atm's Length 0.00%
Adjusted Acre Unit Price
$30,702
$19,067
$32,456
$32,560
$29,580
Market Trends Through
8/13/2022 20.01/.
1.5%
1.5%
2.90/
3.81/.
2.3%
Adjusted Acre Unit Price
$31,165
$19,355
$33,410
$33,786
$30,268
Location
Average
Similar
Similar
Sitnilar
Sinular
Similar
%Adjustment
00/
00/
00/
00/
00/
$Adjustment
1.0 - 3.0 acres
$0
1.14
$o
2.73
$0
1.14
$0
2.27
$0
5.00
Acres
%Adjustment
0%
5%
0%
5%
5%
$Adjustment
51%-1000/ Wetlands
$0
98%wetlands
$968
97%wetlands
$0
64% wetlands (Center)
$1,689
85%wetlands (Rear)
$1,513
590/wetlands (Front)
Environmental Issues
%Adjustment
0%
01/.
-100/
-200/
-10%
$Adjustment
$0
$o
-$3,341
-$6,757
-$3,027
Shape
Rectangular
Rectangular
Rectangular
Rectangular
Rectangular
Rectangular
Adjustment
0%
00/0
01/.
01/.
0%
$Adjustment
Residential
$0
Residential
$0
Residential
$0
Residential
$0
Residential
$0
Residential
Zoning
Adjustment
00/
00/
0%
0%
00/
$Adjustment
$0
$o
$0
$0
$0
Adjusted Acre Unit Price
$31,165
$20,323
$30,069
$28,718
$28,754
Net Adjustments
0.0%
5.0"/0
-10.0%
-15.001.
-5.001.
Gross Adjustments
0.00/
5.00/
10.0%
25.00/
15.00/
Page 43
WINCHESTER HEAD SALES COMPARISON APPROACH — WINCHESTER HEAD WETLANDS
Comparable Land Sale Adjustments
Property Rights
All of the comparables transferred in fee simple interest; therefore, no adjustments for
property rights are required.
Financing
All of the comparable sales had market orientated financing or were cash transactions;
therefore, no adjustments for financing are required.
Conditions of Sale
All the comparable sales were arm's length transactions; therefore, no adjustment for
conditions of sale is required.
Economic Trends
The following graph shows comparable residential land sales within the surrounding
market area over the past year.
Residential Land Sales Trend Analysis
$120,000
$100,000
•
$80,000
•
•
•
•
$w,000
•
• • •
•
• •
•
• • •
• •
•
• ••
...........
. w...! .........................
$40,000
.A•.......A
��....,.j..
•� •I
••
•
• •
• •
• • • •
•
• • ••
$20,000
• •
• •
• 69• •
• • •
• �•
•
•
$0
7/23/2021 9/11/2021 10/31/2021 12/20/2021 2/8/2022 3/30/2022 5/19/2022 7/8/2022 8/27/2022 10/16/2022
The graph indicates an upward trend in sales prices from mid 2021 through the current
date. However, it is noted this is unadjusted raw data and does not relate directly to the
subject.
Page 44
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD WETLANDS
The analyses and value opinion in this appraisal are based on the data available to the
appraiser at the time of the assignment and apply only as of the effective date indicated.
No analyses or opinions contained in this appraisal should be construed as predictions of
future market conditions or value.
Based on the previous analysis and considering the increased demand for residential
property in Southwest Florida, as well as the recent interest rate increases by the federal
reserve, we have applied a 20.0% annual adjustment.
Location
The comparable sales are located within the immediate vicinity of Winchester Head and
Horsepen Strand. No adjustments for location could be supported; therefore, none are
applied.
Size
For this analysis, Comparables 1 and 3 are smaller parcels. No adjustments could be
supported; therefore, none are made. Comparables 2, 4 and 5 are larger parcels and are
adjusted upward accordingly as size and price per acre are typically inversely related.
Environmental Issues
The subject parcels are located within Winchester Head which is comprised entirely of
depressional cypress and marsh wetlands and therefore, provides habitat for wetland
dependent species. It is designated on the FDEP Informal Wetland Determinations March
2016 as Wetlands. Permits from FDEP are required prior to development.
The comparable properties are all impacted by wetlands. Comparables 1 and 2 are
effectively 100% wetlands with the only upland areas located near the road right of way.
Therefore, no adjustments are required for Comparables 1 and 2.
An Informal Wetland Determination of Comparable 3 indicates 64% wetlands generally
located in the middle of the site. An Informal Wetland Determination of Comparable 4
indicates 85% wetlands generally located in the rear of the site. An Informal Wetland
Determination of Comparable 5 indicates 59% wetlands generally located in the front of
the site. All three comparables are adjusted downward accordingly.
Configuration
All of the comparables are relatively similar in terms of configuration; therefore, no
adjustments are required.
Zoning
All of the comparables are similar in terms of zoning; therefore, no adjustments are
required.
Page 45
WINCHESTER HEAD SALES COMPARISON APPROACH — WINCHESTER HEAD WETLANDS
Sales Comparison Approach Conclusion
All of the value indications have been considered. Based on the preceding analysis, and
considering the significant wetland coverage in Winchester Head, I conclude toward the
low end of the range and arrive at my final reconciled per acre values as follows.
Area Winchester Head
Typical Parcel Size 1.0 - 3.0 acres
Indicated Value per Acre
51 - 75% wetlands $30,000
76 - 100% wetlands. $25,000
Page 46
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD UPLANDS
SALES COMPARISON APPROACH — WINCHESTER HEAD UPLANDS
Land Comparables
I have researched five comparables for this analysis; these are documented on the
following pages followed by a location map and analysis grid. All sales have been
researched through numerous sources, inspected and verified by a party to the
transaction. For this analysis, we use the price per acre as the appropriate unit of
comparison because market participants typically compare sale prices and property
values on this basis.
Comp
Address
Date
Price
City
Acres
Price Per Acre
Comments
Subject
Generally within Golden Cate
8/13/2022
Winchester Head Uplands
Estates Unit 65
Naples
1.0 - 3.0 acres
1
3361 45th Ave NE
8/16/2022
$56,000
75' x 660' heavily treed lot located along north side of 45th Avenue NE. Informal
wetland detemilnation dated 7/2022 shows 0.46 acres ofwetlands generally in the
Naples
1.14
$49,123
middle to rear ofthe site with some wetlands in the front. Listed in 7/2022 for $60,000.
2
45th Ave NE
8/12/2022
$75,000
105' x 660' heavily treed lot located along north side of 45th Avenue NE Informal
wetland detemination dated 4/2022 shows 0.3 acres ofwetlands located in the front of
Naples
1.59
$47,170
the site along 45th Ave NE. Lot was purchased in April 2022 for $20,000 and listed in
May 2022 for $115,0M. Price was reduced to $99,900 and then $79,000 on 7/30/22.
3
3515 47th Ave NE
6/22/2022
$95,000
105' x 669 heavily treed lot located along north side of 47th Avenue NE listing agent
reported as 1000/,uplands. Property was originally purchased in 4/2022 for $24,200.
Naples
1.59
$59,748
Listed in 5/2022 for $125,000 and decreased to $115,000 on 5/22/22.
4
54th Ave NE
6/9/2022
$110,000
105' x 680' partially treed lot located along south side of 54th Avenue NE Wetlands
detemilnation reports the site has no jurisdictional wetlands. Property was originally
Naples
1.64
$67,073
purchased in 5/2022 for $6Q000. Listed in 5/2022 for $114,900.
5
3487 66th Ave NE
7/7/2022
$150,000
18Y x 66Y heavily treed lot located along north side of 66th Avenue NE. Wetlands
determination reports the site has no jurisdictional wetlands. Listed in 4/2022 for
Naples
2.73
$55,006
$165,500.
Page 47
WINCHESTER HEAD
SALES COMPARISON APPROACH — WINCHESTER HEAD UPLANDS
Comparables Map
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Page 48
Efl
Map data @2022-Googly
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD UPLANDS
Land Analysis Grid
Comp 1
Comp 2
Comp 3
Comp 4
Comp 5
Name
Winchester Head Uplands
336145th Ave NE
NS 45th Ave NE
3515 45th Ave NE
54th Ave NE
3487 66th Ave NE
Address
Generally within Golden Cate
336145th Ave NE
45th Ave NE
3515 47th Ave NE
54th Ave NE
3487 66th Ave NE
Estates Unit 65
City
Naples
Naples
Naples
Naples
Naples
Naples
Date
8/13/2022
8/16/2022
9/12/2022
6/22/2022
6/9/2022
7/7/2022
Price
$56,000
$75,000
$95,000
$110,000
$150,000
Acres
1.0 - 3.0 acres
1.14
1.59
1.59
1.64
2.73
Acre Unit Price
$49,123
$47,170
$59,748
$67,073
$55,006
Transaction Adjustments
Property Rights
Fee Sin ple
Fee Simple 0.0%
Fee Simple 0.0%
Fee Simple 0.00/6
Fee Simple 0.00/.
Fee Simple 0.0"/0
Financing
Cash to seller 0.0"/o
Cash to seller 0.0%
Cash to seller 0.0%
Cash to seller 0.0%
Cash to seller 0.0%
Conditions of Sale
Antis Length 0.0%
Arms Length 0.0%
Ands Length 0.00/.
Ands Length 0.00/.
Ands Length 0.00%
Adjusted Acre Unit Price
$49,123
$47,170
$59,748
$67,073
$55,006
Market Trends Through
8/13/2022 20.01/.
0.0%
0.0%
2.61/.
3.3%
1.9%
Adjusted Acre Unit Price
$49,123
$47,193
$61,321
$69,287
$56,032
Location
Average
Similar
Similar
Similar
Similar
Similar
%Adjustment
0%
01/
01/.
01/.
01/
$Adjustment
1.0 - 3.0 acres
$0
1.14
$0
1.59
$0
1.59
$0
1.64
$0
2.73
Acres
%Adjustment
o%
0%
0"/0
01/.
5%
$Adjustment
0°/-50%Wetlands
$0
40% wetlands
$o
19%wetlands (Front)
$0
0°/ wetlands
$0
0%wetlands
$2,802
0% wetlands
Environmental Issues
(Generally middle)
%Adjustment
-5%
-10%
0%
0%
01/.
$Adjustment
-$2,456
-54,719
$0
$0
$0
Shape
Rectangular
Rectangular
Rectangular
Rectangular
Rectangular
Rectangular
Adjustment
0"/0
0"/0
0"/0
0"/0
00/6
$Adjustment
Residential
$0
Residential
$0
Residential
$0
Residential
$0
Residential
$0
Residential
Zoning
%Adjustment
0%
00/
0%
0%
00/
$Adjustment
$0
$o
$0
$0
$0
Adjusted Acre Unit Price
$46,667
$42,474
$61,321
$69,287
$58,833
Net Adjustments
-5.0%
-10.0%
0.0%
0.0%
5.001.
Gross Adjustments
5.0°/
10.0%
0.0%
0.0%
5.011.
Page 49
WINCHESTER HEAD SALES COMPARISON APPROACH - WINCHESTER HEAD UPLANDS
Comparable Land Sale Adjustments
Property Rights
All of the comparables transferred in fee simple interest; therefore, no adjustments for
property rights are required.
Financing
All of the comparable sales had market orientated financing or were cash transactions;
therefore, no adjustments for financing are required.
Conditions of Sale
All the comparable sales were arm's length transactions; therefore, no adjustment for
conditions of sale is required.
Economic Trends
Based on the analysis in the previous section and considering the increased demand for
residential property in Southwest Florida, as well as the recent interest rate increases by
the federal reserve, we have applied a 20.0% annual adjustment.
Location
The comparable sales are located within the immediate vicinity of Winchester Head and
Horsepen Strand. No adjustments for location could be supported; therefore, none are
applied.
Size
For this analysis, Comparables 1, 2, 3, and 4 are smaller parcels. No adjustments could be
supported; therefore, none are made. Comparable 5 is a larger parcel and is adjusted
upward accordingly as size and price per acre are typically inversely related.
Environmental Issues
The subject parcels are located within Winchester Head which is comprised almost
entirely of depressional cypress and marsh wetlands and therefore, provides habitat for
wetland dependent species. It is designated on the FDEP Informal Wetland
Determinations March 2016 as Wetlands. Permits from FDEP are required prior to
development.
An Informal Wetland Determination of Comparable 1 indicates 40% wetlands generally
located in the middle of the site. An Informal Wetland Determination of Comparable 2
indicates 19% wetlands generally located in the front of the site. Both comparables are
adjusted downward accordingly.
Comparables 3, 4, and 5 are all 100% uplands with no wetlands. Overall, no adjustments
are made in the grid; however, the 100% uplands is considered in the final reconciliation.
Page 50
WINCHESTER HEAD SALES COMPARISON APPROACH — WINCHESTER HEAD UPLANDS
Configuration
All of the comparables are relatively similar in terms of configuration; therefore, no
adjustments are required.
Zoning
All of the comparables are similar in terms of zoning; therefore, no adjustments are
required.
Sales Comparison Approach Conclusion
All of the value indications have been considered. Based on the preceding analysis, and
considering the significant wetland coverage in Winchester Head, I conclude toward the
low and of the range and arrive at my final reconciled per acre values as follows.
Area nchester Head
Typical Parcel Size 1.0 - 3.0 acres
Indicated Value per Acre
0 - 25% wetlands $55,000
26 - 50% wetlands $42,500
Page 51
WINCHESTER HEAD RECONCILIATION
RECONCILIATION
The process of reconciliation involves the analysis of each approach to value. The
quantity and quality of data applied the significance of each approach as it relates to
market behavior and defensibility of each approach are considered and weighed. Finally,
each is considered separately and comparatively with each other. As discussed
previously, we use only the sales comparison approach in developing an opinion of value
for the subject. The cost and income approaches are not applicable, and are not used.
FINAL VALUE CONCLUSION
Based on the data and analyses developed in this appraisal, I have reconciled to the
following value conclusion(s), as of August 13, 2022, subject to the Limiting Conditions
and Assumptions of this appraisal.
VALUE CONCLUSIONS
Appraisal Premise Interest Appraised Date of Value
Market Value, As Is Fee Simple August 13, 2022
Area Winchester Head
Typical Parcel Size 1.0 - 3.0 acres
Indicated Value per Acre
0 - 25% wetlands
$55,000
26 - 50% wetlands
$42,500
51 - 75% wetlands
$30,000
76 - 100% wetlands
$25,000
The value conclusion(s) are subject to the following hypothetical conditions and extraordinary
conditions. These conditions may affect the assignment results.
Hypothetical Conditions: None.
Extraordinary Assumptions: None.
Exposure and Marketing Times
Exposure time is always presumed to precede the effective date of the appraisal and is the
length of time the subject property would have been exposed for sale in the market had it
sold on the effective valuation date at the concluded market value. Marketing time is an
estimate of the amount of time it might take to sell a property at the estimated market
value immediately following the effective date of value.
Based on our review of recent sales transactions for similar properties and our analysis of
supply and demand in the local market it is our opinion that the probable marketing and
exposure time for the property is 12 months.
Page 52
WINCHESTER HEAD
CERTIFICATION
CERTIFICATION
I certify that, to the best of my knowledge and belief:
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions and conclusions are limited only by the reported
assumptions and limiting conditions, and are my personal, unbiased professional
analyses, opinions and conclusions.
3. I have no present or prospective interest in the property that is the subject of this
report, and have no personal interest with respect to the parties involved.
4. I have no bias with respect to the property that is the subject of this report or to the
parties involved with this assignment.
5. Our engagement in this assignment was not contingent upon developing or
reporting predetermined results.
6. Our compensation for completing this assignment is not contingent upon the
development or reporting of a predetermined value or direction in value that favors
the cause of the client, the amount of the value opinion, the attainment of a
stipulated result, or the occurrence of a subsequent event directly related to the
intended use of this appraisal.
7. The reported analyses, opinions, and conclusions were developed, and this report
has been prepared, in conformity with the requirements of the Code of Professional
Ethics & Standards of Professional Appraisal Practice of the Appraisal Institute.
8. My reported analyses, opinions, and conclusions were developed, and this report
has been prepared, in conformity with the Uniform Standards of Professional
Appraisal Practice
9. The use of this report is subject to the requirements of the Appraisal Institute
relating to review by its duly authorized representatives.
10. Rachel M. Zucchi, MAI, CCIM has made an inspection of the subject property.
11. No one provided significant real property appraisal assistance to the person signing
this certification.
12. We have experience in appraising properties similar to the subject and are in
compliance with the Competency Rule of USPAP.
Page 53
WINCHESTER HEAD
13. This appraisal is not based on a requested minimum valuation, a specific valuation,
or the approval of a loan.
14. We have not relied on unsupported conclusions relating to characteristics such as
race, color, religion, national origin, gender, marital status, familial status, age,
receipt of public assistance income, handicap, or an unsupported conclusion that
homogeneity of such characteristics is necessary to maximize value.
15. Rachel M. Zucchi, MAI, CCIM has appraised this property in the three years prior
to accepting this assignment. I appraised the property on June 12, 2021 for Collier
County.
16. As of the date of this report, Rachel M. Zucchi, MAI, CCIM has completed the
continuing education program for Designated Members of the Appraisal Institute.
Rachel M. Zucchi, MAI, CCIM
Florida State -Certified General Real Estate Appraiser RZ2984
rzucchi@rklac.com; Phone 239-596-0801
Page 54
WINCHESTER HEAD
ASSUMPTIONS AND LIMITING CONDITIONS
ASSUMPTIONS AND LIMITING CONDITIONS
This appraisal is based on the following assumptions, except as otherwise noted in the
report.
1. The title is marketable and free and clear of all liens, encumbrances,
encroachments, easements and restrictions. The property is under responsible
ownership and competent management and is available for its highest and best
use.
2. There are no existing judgments or pending or threatened litigation that could
affect the value of the property.
3. There are no hidden or undisclosed conditions of the land or of the improvements
that would render the property more or less valuable. Furthermore, there is no
asbestos in the property.
4. The revenue stamps placed on any deed referenced herein to indicate the sale
price are in correct relation to the actual dollar amount of the transaction.
5. The property is in compliance with all applicable building, environmental, zoning,
and other federal, state and local laws, regulations and codes.
6. The information furnished by others is believed to be reliable, but no warranty is
given for its accuracy.
This appraisal is subject to the following limiting conditions, except as otherwise
noted in the report.
1. An appraisal is inherently subjective and represents our opinion as to the value of
the property appraised.
2. The conclusions stated in our appraisal apply only as of the effective date of the
appraisal, and no representation is made as to the effect of subsequent events.
3. No changes in any federal, state or local laws, regulations or codes (including,
without limitation, the Internal Revenue Code) are anticipated.
4. No environmental impact studies were either requested or made in conjunction
with this appraisal, and we reserve the right to revise or rescind any of the value
opinions based upon any subsequent environmental impact studies. If any
environmental impact statement is required by law, the appraisal assumes that
such statement will be favorable and will be approved by the appropriate
regulatory bodies.
5. Unless otherwise agreed to in writing, we are not required to give testimony,
respond to any subpoena or attend any court, governmental or other hearing with
reference to the property without compensation relative to such additional
employment.
6. We have made no survey of the property and assume no responsibility in
connection with such matters. Any sketch or survey of the property included in
this report is for illustrative purposes only and should not be considered to be
Page 55
WINCHESTER HEAD
ASSUMPTIONS AND LIMITING CONDITIONS
scaled accurately for size. The appraisal covers the property as described in this
report, and the areas and dimensions set forth are assumed to be correct.
7. No opinion is expressed as to the value of subsurface oil, gas or mineral rights, if
any, and we have assumed that the property is not subject to surface entry for the
exploration or removal of such materials, unless otherwise noted in our appraisal.
8. We accept no responsibility for considerations requiring expertise in other fields.
Such considerations include, but are not limited to, legal descriptions and other
legal matters such as legal title, geologic considerations such as soils and seismic
stability, and civil, mechanical, electrical, structural and other engineering and
environmental matters.
9. The distribution of the total valuation in the report between land and
improvements applies only under the reported highest and best use of the
property. The allocations of value for land and improvements must not be used in
conjunction with any other appraisal and are invalid if so used. The appraisal
report shall be considered only in its entirety. No part of the appraisal report shall
be utilized separately or out of context.
10. Neither all nor any part of the contents of this report (especially any conclusions
as to value, the identity of the appraisers, or any reference to the Appraisal
Institute) shall be disseminated through advertising media, public relations media,
news media or any other means of communication (including without limitation
prospectuses, private offering memoranda and other offering material provided to
prospective investors) without the prior written consent of the person signing the
report.
11. Information, estimates and opinions contained in the report, obtained from third -
party sources are assumed to be reliable and have not been independently verified.
12. Any income and expense estimates contained in the appraisal report are used only
for the purpose of estimating value and do not constitute predictions of future
operating results.
13. If the property is subject to one or more leases, any estimate of residual value
contained in the appraisal may be particularly affected by significant changes in
the condition of the economy, of the real estate industry, or of the appraised
property at the time these leases expire or otherwise terminate.
14. No consideration has been given to personal property located on the premises or
to the cost of moving or relocating such personal property; only the real property
has been considered.
15. The current purchasing power of the dollar is the basis for the value stated in our
appraisal; we have assumed that no extreme fluctuations in economic cycles will
occur.
16. The value found herein is subject to these and to any other assumptions or
conditions set forth in the body of this report but which may have been omitted
from this list of Assumptions and Limiting Conditions.
Page 56
WINCHESTER HEAD
ASSUMPTIONS AND LIMITING CONDITIONS
17. The analyses contained in the report necessarily incorporate numerous estimates
and assumptions regarding property performance, general and local business and
economic conditions, the absence of material changes in the competitive
environment and other matters. Some estimates or assumptions, however,
inevitably will not materialize, and unanticipated events and circumstances may
occur; therefore, actual results achieved during the period covered by our analysis
will vary from our estimates, and the variations may be material.
18. The Americans with Disabilities Act (ADA) became effective January 26, 1992.
We have not made a specific survey or analysis of any property to determine
whether the physical aspects of the improvements meet the ADA accessibility
guidelines. In as much as compliance matches each owner's financial ability with
the cost to cure the non -conforming physical characteristics of a property, we
cannot comment on compliance to ADA. Given that compliance can change with
each owner's financial ability to cure non -accessibility, the value of the subject
does not consider possible non-compliance. A specific study of both the owner's
financial ability and the cost to cure any deficiencies would be needed for the
Department of Justice to determine compliance.
19. The appraisal report is prepared for the exclusive benefit of the Client, its
subsidiaries and/or affiliates. It may not be used or relied upon by any other party.
All parties who use or rely upon any information in the report without our written
consent do so at their own risk.
20. No studies have been provided to us indicating the presence or absence of
hazardous materials on the subject property or in the improvements, and our
valuation is predicated upon the assumption that the subject property is free and
clear of any environment hazards including, without limitation, hazardous wastes,
toxic substances and mold. No representations or warranties are made regarding
the environmental condition of the subject property and the person signing the
report shall not be responsible for any such environmental conditions that do exist
or for any engineering or testing that might be required to discover whether such
conditions exist. Because we are not experts in the field of environmental
conditions, the appraisal report cannot be considered as an environmental
assessment of the subject property.
21. The person signing the report may have reviewed available flood maps and may
have noted in the appraisal report whether the subject property is located in an
identified Special Flood Hazard Area. We are not qualified to detect such areas
and therefore do not guarantee such determinations. The presence of flood plain
areas and/or wetlands may affect the value of the property, and the value
conclusion is predicated on the assumption that wetlands are non-existent or
minimal.
22. RKL Appraisal and Consulting, PLC is not a building or environmental inspector.
RKL Appraisal and Consulting, PLC does not guarantee that the subject property
is free of defects or environmental problems. Mold may be present in the subject
property and a professional inspection is recommended.
Page 57
WINCHESTER HEAD ASSUMPTIONS AND LIMITING CONDITIONS
23. The appraisal report and value conclusion for an appraisal assumes the
satisfactory completion of construction, repairs or alterations in a workmanlike
manner.
24. The intended use of the appraisal is stated in the General Information section of
the report. The use of the appraisal report by anyone other than the Client is
prohibited except as otherwise provided. Accordingly, the appraisal report is
addressed to and shall be solely for the Client's use and benefit unless we provide
our prior written consent. We expressly reserve the unrestricted right to withhold
our consent to your disclosure of the appraisal report (or any part thereof
including, without limitation, conclusions of value and our identity), to any third
parties. Stated again for clarification, unless our prior written consent is obtained,
no third party may rely on the appraisal report (even if their reliance was
foreseeable).
25. All prospective value estimates presented in this report are estimates and forecasts
which are prospective in nature and are subject to considerable risk and
uncertainty. In addition to the contingencies noted in the preceding paragraph,
several events may occur that could substantially alter the outcome of our
estimates such as, but not limited to changes in the economy, interest rates, and
capitalization rates, behavior of consumers, investors and lenders, fire and other
physical destruction, changes in title or conveyances of easements and deed
restrictions, etc. It is assumed that conditions reasonably foreseeable at the present
time are consistent or similar with the future.
Page 58
WINCHESTER HEAD ADDENDA - APPRAISER QUALIFICATIONS
ADDENDA
*Rn
WINCHESTER HEAD ADDENDUM A - APPRAISER QUALIFICATIONS
ADDENDUM A
APPRAISER QUALIFICATIONS
*Rn
WINCHESTER HEAD ADDENDUM A - APPRAISER QUALIFICATIONS
APPRAISAL AND CONSULTING
RKL Appraisal and Consulting, PLC
COMPANY PROFILE:
RKL Appraisal and Consulting, PLC was founded in 2009 by three designated Members
of the Appraisal Institute. It is our mission to maximize our combined appraisal
experience to provide our clients with the highest quality of Real Estate Appraisal and
Consulting Services.
Rachel M. Zucchi, MAI, CCIM K.C. Lowry, MAI, CPA Louis C. Bobbitt, MAI
Partner / Managing Director Partner Senior Partner (Retired)
rzucchi@rklac.com klowry@rklac.com lbobbitt@rklac.com
BUSINESS FOCUS:
Practice is focused on community/neighborhood shopping centers, retail and office
buildings, industrial warehouse/distribution buildings, residential and commercial
condominium and subdivision projects, hotels and motels, vacant land and special
purpose properties. Specialized services include appraisal review, business valuations,
market feasibility studies, acquisition/disposition counseling, and litigation support in
connection with real estate transactions including bankruptcy, eminent domain, estate
valuations, and matrimonial and equitable distribution. Clients served include banks and
financial institutions, developers and investors, law firms, government, and property
owners.
%ACHCIL M,ZUCCH1, nw, CCIM 4500 Executive Drive, Suite 230
Naples, FL 34119-8908
LOWRY, MAI, CPA Phone: 239-596-0800
UIS C. BOBBITT, MAI www.rklac.com
WINCHESTER HEAD ADDENDUM A - APPRAISER QUALIFICATIONS
PROFESSIONAL QUALIFICATIONS OF
Rachel M. Zucchi, MAI, CCIM
EXPERIENCE:
Partner / Managing Director of RKL Appraisal and Consulting, PLC
Naples, FL (2009 — Present)
President of D&R Realty Group, Inc.
Naples, FL (2009 — Present)
Senior Real Estate Analyst, Integra Realty Resources — Southwest Florida
Naples, FL (2003 — 2009)
Research Associate, Integra Realty Resources — Southwest Florida
Naples, FL (2002-2003)
PROFESSIONAL
Member: Appraisal Institute — MAI Certificate Number 451177
ACTIVITIES:
President: Appraisal Institute Florida Gulf Coast Chapter (2020)
VP/Secretary/Treasurer: Appraisal Institute Florida Gulf Coast Chapter (2017 - 2019)
Region X Representative: Appraisal Institute Florida Gulf Coast Chapter (2017 - 2021)
Board of Directors: Appraisal Institute Florida Gulf Coast Chapter (2015 - 2021)
Gov. Relations Committee: Appraisal Institute National (2022)
LDAC Attendee: Leadership Development & Advisory Council
Appraisal Institute - Washington, D.C. (2016, 2017, 2018)
Member: CCIM Institute - CCIM Designation Pin Number 21042
Member: Naples Area Board of REALTORS
Licensed: Florida State Certified General Real Estate Appraiser
License No. RZ 2984
Licensed: Real Estate Broker (Florida)
License No. BK3077672
EXPERT WITNESS:
Qualified as an expert witness in the Twentieth Judicial Circuit Court of Collier County
and Lee County
EDUCATION:
Bachelor of Arts, Major in Economics
Florida Gulf Coast University, 2002
Graduated Magna Cum Laude
Presented at Eastern Economic Association Conference
Successfully completed real estate and valuation courses and seminars sponsored by the
Appraisal Institute and others.
BUSINESS FOCUS:
Actively engaged in real estate valuation and consulting since 2003. Practice is focused on
community/neighborhood shopping centers, retail and office buildings, industrial
warehouse/distribution, multi -family and single-family subdivisions, condominium
developments, hotels/motels, vacant land and special purpose properties. Specialized
services include market feasibility studies and litigation support in connection with real
estate transactions. Clients served include banks and financial institutions, developers and
investors, law firms, government, and property owners. Valuations have been performed for
eminent domain, bankruptcy, estate, matrimonial/equitable distribution, financing, and due
diligence support.
*Rn
WINCHESTER HEAD ADDENDUM A - APPRAISER QUALIFICATIONS
Ron DeSantis, Governor
db'pr
STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
Julie I. Brown, Secretary
FLORIDA REAL ESTATE APPRAISAL BD
THE CERTIFIED GENERAL APPRAISER HEREIN IS CERTIFIED UNDER THE
PROVISIONS OF CHAPTER 475, FLORIDA STATUTES
,. ZUCCHI, RACHEL M
4500 EXECUTIVE DRIVE SUITE 2:
%vo NAPLES FL 34119
LICENSE NUMBER: RZ2984
EXPIRATION DATE: NOVEMBER 30, 2022
Always verify licenses online at MyFloridaLicense.com
Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.
WINCHESTER HEAD
ADDENDUM B - PROPERTY INFORMATION
ADDENDUM B
PROPERTY INFORMATION
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Name
5tra Number
Acres
NNEher
FLU
Name
Sira Number
Acres
Number
397769SM04
39775920003
ARNDT, LINDAL
GOMEZ, MARINA [
144"57 13D17
14,1800 57 23D17
1.14
1.59
1
2
3995690'17r12
005
KRINCE LIVING TRUST
HIGDON TR GAREY D
3457005013D17
1.14
22
345700 51 131117 159
34
39778920001
AVIDANO, STEPHANIE
344800 72 13D17
1.14
4
0006
ZHUANG,JOSEPH
3AS700 51 33D17
1.14
35
N77SWO001
PENA, MARCIA
344800 72 23D17
1.14
3
008
FELIX SR, GERALD D
3457W 52 3D17
L59
40
39951520008
THOMPSON, MARIA V
U5700 1E 13D17
1.14
17
0000
FELIX SR, GERALD D
345700 52 13D17
1.14
41
39951600009
ROTAS, RAULA=&ELVIA
345700 18 33D17
1.14
15
r3�99%�4XO8
0009
VICTOR. NADIA IEAN
345700 52 23D17
2.27
42
3995315W00
BRUNA, JUAN M=& BLANCA
345700 30 3017
1.14
29
0W9
PHRAK, AILEEN K
345700 61 13D17
1.14
43
39953240001
GORMAN JR, HERNIAN F=&ALICEM
3457003023D17
1.14
30
0W0
PERONA, MICHAEL=&BARBARAE
3457006133D17
1.59
44
39953480007
THOMPSON, MARIA V
345700 32 03D17
1.14
5
O09
GARCIA, ROGERIOI
345700 62 03D17
IS9
36
3995372000D
MOON EY, ISOBEL H MOON EY
34570033 23D17
1.59
6
0002
TESSER. WAN
34570063 3D11
7.77
23
3995375WO2
CASASIERRA REALTY LLC
345700 33 33D17
1.14
7
39957560004
ZENAIDA GATTANrtOTA REV TRUSJ
345700 63 13017
2.73
24
3MSZ880005
SILVA JR, RICHARD
345700 34 23D17
1.14
18
3995764000S
MC DERMOTT, ROBERT L
3457005413V17
1.14
13
39953920004
THREE BROTHERS PROPERTY LLC
145700 34 33017
1.14
19
399575�07
FORTILUS, CHARLES=&COLETTE
345700 64 23017
1.59
14
39954000004
CALVO, JORGEA
34570039 13D17
1.14
32
39957880001
TALAVERA. JOSEL
34570066 3D17
1.14
25
39954C80008
M& P TORO REV IOINTTRUST
24570035 23D17
1.59
31
399580OX00
1&D INVEST LLC
34570067 03D17
1.14
37
3995536W02
FERNANDEZ, ERIK C
3457004803D17
159
33
39958080004
WILSON, REBECCA A
3457006723D17
1.14
38
1111111OW01
39955640007
3995568W09
39955720008
3995575W00
A l& N L RUBEN REV TRUST
BERRY, CHRISTOPHER W
AuST, MARGARET
EDMONDS, WILLIAM=& GERTRLIOE
TREMBLAY, SERGE
34170/41 M1111
14570049 OID17
345700 48 13D17
345700 4& 23D17
4457W 48 RID11
1,11
1.14
1.14
1.59
1.14
20
9
10
11
8
39958160W5
39959560002
39959607001
3995980M05
399E008Wo5
FARINAS, VICTOR
W E & M E WILSONTRUST EST
KRAMER. ELWANDA H
MARVIN ANDRE HANKS &
POftCO, TROY=&CHRISTINE
3411116803D11
1,14
45
34570079 03D17 1.59
27
345700 79 13D17 1..
26
345700 80 23D17 1.14
15
3457006223017 1.14
28
0.5
Miles
Legend
FDEP Informal Wetland Determinations
Data and I or Field Conditions Indicate Uplands
i a
Data and I or Field Conditions Indicate Site Plan is Needed to Determine Impacts a
_ Data and I or Field Conditions Indicate Wetlands and Permit Necessary
_ Data and I or Field Conditions Indicate Ditches and Permit Necessary
The "Determinations" on this figure are from informal pre -application
wetland determinations pursuant to Section 373.421(6), F.S., and 1 1 2
62-312.040(7), F.A.C. It does not bind the Department, its agents
or employees, nor does it convey any legal rights, expressed or
implied.
NRCS Hydric Soils Model, II
Depressional Soioie scarce:
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121 F
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46 1,151- 2
31,321 33 34 35 36
M
41 W42 1431 144
T
I I I I I CON ATION
LLIER
Q Market Study Parcels 0 0.075 0.15�:
CoiLier County
Miles
WINCHESTER HEAD
ADDENDUM C - COMPARABLE DATA
ADDENDUM C
COMPARABLE DATA
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Land Comparable 1 - Winchester Head Wetland Comps
Transaction
ID
6440
Date
7/14/2022
Address
37th Ave NE
Price
$35,000
City
Naples
Price per Acre
$30,702
State
Florida
Financing
Cash to seller
Tax ID
39960280009
Property Rights
Fee Simple
Grantor
SRS05 LLC
Days on Market
1-2 Months
Grantee Walna Jeannot Verification Source Carol Sabatino; Keller
Williams Realty
Legal Description Golden Crate Estates Unit No. 65, E 75' of Tract 83
Site
Acres
1.14
Utilities
Well, Septic
Land SF
49,500
Topography
Heavily Treed
Road Frontage
75
Zoning
Residential
Depth
660
Zoning Type
E - Estates
Shape
Rectangular
Environmental Issues
98% wetlands
Comments
75' x660' heavily treed lot
located along north side of 37th Avenue NE. Informal
wetland determination dated
November 2021 shows 1.12
acres of wetlands with a small portion of uplands along 37th Ave NE. Listed in
May 2022 for $35,000.
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Transaction
ID
6439
Date
7/14/2022
Address
3320 66th Ave NE
Price
$52,000
City
Naples
Price per Acre
$19,067
State
Florida
Financing
Cash to seller
Tax ID
39084360009
Property Rights
Fee Simple
Grantor
SRS05 LLC
Days on Market
1 Month
Grantee
Brian and Kimchi Nguyen Verification Source
Carol Sabatino; Keller
Williams Realtv
Legal Description
Golden Crate Estates
Unit No. 46, W 180' ofTract 40
Site
Acres
2.73
Utilities
Well, Septic
Land SF
118,800
Topography
Heavily Treed
Road Prontage
180
Zoning
Residential
Depth
660
Zoning Type
E - Estates
Shape
Rectangular
Environmental Issues
97% wetlands
Comments
180' x660' heavily treed lot located along south side of 66th Avenue NE. hiformal wetland detemvnation
dated November 2021 shows 2.65 acres of wetlands with a small portion of uplands
along 66th Ave NE.
Listed in May 2022 for
$52,000.
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Transaction
ID
6441 Date
6/ 16/2022
Address
50th Ave NE Price
$37,000
City
Naples Price per Acre
$32,456
State
Florida Financing
Cash to seller
Tax ID
38663360007 Property Rights
Fee Simple
Grantor
B&GLandholdings, LLC Days on Market
1-2 Months
Grantee
William Escobar Verification Source
Lisa Ann Lagergren;
Caine Luxury Team
Legal Description
Golden Gate Estates Unit No. 39, E 75' of W 180' Tract 39
Site
Acres
1.14 Utilities
Well, Septic
Land SF
49,500 Topography
Heavily Treed
Road Prontage
75 Zoning
Residential
Depth
660 Zoning Type
E - Estates
Shape
Rectangular Environmental Issues
64% wetlands (Center)
Comments
75' x 660' heavily treed lot located along north side of 50th Avenue NE. Wetland determination dated 3/17/22
shows 0.73 acres of jurisdictional wetlands located in the center of the site. Listed in April 2022 for $75,000
and decreased to $40,000 in May 2022. Lot was purchased in April 2022 with 5 other lots.
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Transaction
ID
6442
Date
5/31/2022
Address
54th Ave NE
Price
$74,000
City
Naples
Price per Acre
$32,560
State
Florida
Financing
Cash to seller
Tax ID
38661440000
Property Rights
Fee Simple
Grantor
ELAH Holdings,
LLC Days on Market
1-2 Months
Grantee
Sognare, LLC
Verification Source
Erik Mogelvang; Florida
Prime Realty
Legal Description
Golden Crate Estates Unit No. 39, E 150' Tract 20
Site
Acres
2.27
Utilities
Well, Septic
Land SF
99,000
Topography
Treed
Road Frontage
150
Zoning
Residential
Depth
660
Zoning Type
E - Estates
Shape
Rectangular
IOnvironmental Issues
85% wetlands (Rear)
Comments
150' x660' treed lot located along south side
of 54th Avenue NE. Informal wetland determination dated
4/18/2022 shows 1.93 acres of wetlands with
uplands located in the front of the
site near 54th Ave NE.
Listed in April 2022 for
$79,900.
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Transaction
ID
6443
Date
6/28/2022
Address
70th Ave NE
Price
$147,900
City
Naples
Price per Acre
$29,580
State
Florida
Financing
Cash to seller
Tax ID
39084840008
Property Rights
Fee Simple
Grantor
Warach Family LP
Days on Market
4 Days
Grantee Maria Mijares and Maria Verification Source Richard Parlante;
de los Angeles Fernandez Downing Frye Realty
Cardona
Legal Description Golden Crate Estates Unit No. 46, Tract 45
Site
Acres 5.00 Utilities Well, Septic
Land SF 217,800 Topography Heavily Treed
Road Frontage 330 Zoning Residential
Depth 660 Zoning Type E - Estates
Shape Rectangular Environmental Issues 59% wetlands (Front)
Comments
330' x660' heavily treed lot located along south side of 70th Avenue NE. Informal wetland determination
dated 11/2021 shows 2.95 acres of wetlands with uplands located in the rear southwest portion of the site.
Listed 6/7/2022 for $149,900.
*Rn
WINCHESTER HEAD ADDENDUM C - COMPARABLE DATA
Land Comparable 1 - Winchester Head Upland Comps
ID
Address
City
State
Tax ID
Grantor
Grantee
Legal Description
Trans action
6444 Date
336145th Ave NE Price
Naples Price per Acre
Florida Financing
39774200000 Property Rights
Nancy Denise Woodward Days on Market
Phony Pichardo and Verification Source
Fernan Nunez
Golden Crate Estates Unit No. 62, E 75' of Tract 35
8/16/2022
$56,000
$49,123
Cash to seller
Fee Simple
14 Days
Mike Shoaff; ReMaxBlue
Skies
Site
Acres
1.14
Utilities
Well, Septic
Land SF
49,500
Topography
Heavily Treed
RoadFYontage
75
Zoning
Residential
Depth
660
Zoning Type
E - Estates
Shape
Rectangular
En-Aronmental Issues
40% wetlands (Generally
middle)
Comments
75' x 660' heavily treed lot located along north side of 45th Avenue NE. Informal
wetland determination dated
7/2022 shows 0.46 acres of wetlands generally
in the middle to rear of the site with some wetlands in the
front. Listed in
7/2022 for $60,000.
WINCHESTER HEAD ADDENDUM C - COMPARABIJ: DATA
i rans action
ID
6445
Date
8/12/2022
Address
45th Ave NE
Price
$75,000
City
Naples
Price per Acre
$47,170
State
Florida
Financing
Cash to seller
Tax ID
39782080005
Property Rights
Fee Simple
Grantor
Haven Real Estate
Days on Market
3-4 Months
Solutions, LLC
Grantee
Lisa Marie Schwartz
and Verification Source
Rebecca Jasmine Oros;
Steven Robert Schwartz Jr
MVP Realtv Associates
Legal Description
Golden Gate Estates
Unit No. 62, E 105' of Tract 94
Site
Acres
1.59
Utilities
Well, Septic
Land SF
69,300
Topography
Heavily Treed
Road Prontage
105
Zoning
Residential
Depth
660
Zoning Type
E - Estates
Shape
Rectangular
En-Aronmental Issues
19%wetlands (Front)
Comments
105' x 660' heavily treed lot located along north side of 45th Avenue NE. Informal wetland determination
dated 4/2022 shows 0.3 acres of wetlands located in the front of the site along 45th Ave NE. Lot was
purchased in April 2022 for $20,000 and listed in May 2022 for $115,000. Price was reduced to $99,900 and
then $79,000 on 7/30/22.
WINCHESTER HEAD ADDENDUM C - COMPARARLI: DATA
Land Comparable 3
Transaction
ID
6446 Date
6/22/2022
Addres s
3515 47th Ave NE Price
$95,000
City
Naples Price per Acre
$59,748
State
Florida Financing
Cash to seller
Tax ID
39777960004 Property Rights
Fee Simple
Grantor
Sycamore Land Company, Days on Market
1 Month
LLC
Grantee
Construction 2018 Corp Verification Source
Ralph Harvey; List with
Freedom
Legal Description
Golden Gate Estates Unit No. 62, W 105' of Tract 65
Site
Acres
1.59 Utilities
Well, Septic
Land SF
69,300 Topography
Heavily Treed
RoadFYontage
105 Zoning
Residential
Depth
660 Zoning Type
E - Estates
Shape
Rectangular FhvironmentalIssues
0%wetlands
Comments
105' x660' heavily treed lot located along north side of47th Avenue NE. Listing agent reported as 100%
uplands. Property was originally purchased in 4/2022 for $24,200. Listed in 5/2022 for $125,000 and
decreased to $115,000 on 5/22/22.
WINCHESTER HEAD ADDENDUM C - COMPARABIJ: DATA
Land Comparable 4
ID
Address
City
State
Tax ID
Grantor
Grantee
Legal Description
6447
54th Ave NE
Naples
Florida
38970040007
A&M American
Investment, LLC
Transaction
Date
Price
Price per Acre
Financing
Property Rights
Days on Market
Estevez Renovation, LLC Verification Source
Golden Crate Estates Unit No. 44, W 105' of Tract 101
6/9/2022
$110,000
$67,073
Cash to seller
Fee Simple
1-2 Months
Nicolas Villamizar; Starlink
Realty Inc
Site
Acres
1.64
Utilities
Well, Septic
Land SF
71,400
Topography
Partially Treed
RoadFrontage
105
Zoning
Residential
Depth
680
Zoning Type
E - Estates
Shape
Rectangular
FnvironmentalIssues
0%wetlands
Comments
105' x680' partially treed lot located along south side of 54th Avenue NE. Wetlands determination reports
the site has no jurisdictional wetlands. Property was originally purchased in 5/2022 for $60,000. Listed in
5/2022 for $114,900.
WTNCHESTER HEAD ADDENDUM C - COMPARABLI: DATA
trans action
ID
6448 Date
7/7/2022
Address
3487 66th Ave NE Price
$150,000
City
Naples Price per Acre
$55,006
State
Florida Financing
Cash to seller
Tax ID
39086400006 Property Rights
Fee Simple
Grantor
Y&E Realty Investment Days on Market
1-2 Months
Coro
Grantee
Boca Holdings, LLC Verification Source
Yuni Ebanks; Marzucco
Real Estate
Legal Description
Golden Gate Estates Unit No. 46, E 180' of Tract 58
Site
Acres
2.73 Utilities
Well, Septic
Land SF
118,800 Topography
Heavily Treed
RoadPYontage
180 Zoning
Residential
Depth
660 Zoning Type
E - Estates
Shape
Rectangular En-Aronmental Issues
0%wetlands
Comments
180' x660' heavily treed lot located along north side of 66th Avenue NE. Wetlands deterrmnation reports the
site has no jurisdictional wetlands. Listed in 4/2022 for $165,500.