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Curriculum Vitae

William Martinez

           

Mr. Martinez is the principal and owner of Martinez and Associates, Vacaville, California, a real estate appraisal and consulting firm which he has owned and operated since 2005.   Martinez and Associates performs a wide variety of valuation services for properties including undeveloped land and intangible property rights. The firm specializes in valuation services for financing, litigation, arbitration, and dispute resolution; estate, income,  and gift  taxes; ad valorem, and tax valuation.  Martinez and Associates offers services throughout the nine Bay Area Counties, and the Greater Sacramento Region.

                                   

Mr. Martinez has performed a broad range of valuation assignments including: retail properties; mixed-use developments; office buildings: medical, dental, surgery, and veterinary offices; industrial properties including distribution warehouses, flex, heavy industrial and call centers; single and multi-family residential; land: including riparian, levees, agricultural, subdivision developments, mitigation land, open space, and regional parks; partial interests including easements, and subterranean interests.

 

Mr. Martinez is accustomed to doing appraisal assignments with a very high level of complexity requiring an equally high level of certainty.  Clients include banks, attorneys, public agencies, developers, investors, and corporations. Besides estimating the market value of fee simple, leased fee, or leasehold interests, assignments have included rent and sale arbitrations; eminent domain; easement valuation; life estates; valuation of undivided minority interests and limited partnership interests; historic properties; property tax assessment appeals; environmental risk, including floods, and hazardous substance contamination; and appraisal review.  He has reviewed the impact of Phase I & II environmental reports, avigation easements, regularly used retrospective and prospective dates of value, and applied appropriate impact of development potential.  He serves in litigation support and has assisted attorneys in unbiased real property valuation analysis and testimony.

 

EDUCATION

 

Undergraduate:         University of Northwestern -St. Paul, MN, 2000

 

Mr. Martinez is currently working on completing the MAI designation and expects to complete the remainder of the requirements by 2025.

 

STATE CERTIFICATION

State of California - Certified General Appraiser #AG040234

State of California - Real Estate Broker #01840861 (expired)

HONORS AND DISTINCTIONS

Honor Roll, Who's Who Among American Colleges and Universities 2000

Appraisal Institute, San Diego Regional, Bert Thornton Scholarship, 2008

Appraisal Institute, National winner, Minorities and Women Scholarship, 2009, 2011

Appraisal Institute, National winner, AIERF Scholarship, 2021

Appraisal Institute, Northern California Regional, George and Alberta Stauss, 2009, 2010

APPRAISAL INSTITUTE

CERTIFICATES OF SPECIALIZED TRAINING IN:

LITIGATION

  • The Appraiser as an Expert Witness: Preparation and Testimony; Appraisal Institute, 2010

  • Litigation Appraising: Specialized Topics and Application; Appraisal Institute, 2013

  • Condemnation Appraising: Principles and Practice; Appraisal Institute, 2009

VALUATION OF CONSERVATION EASEMENTS

  • Valuation of Conservation Easements; Appraisal Institute, 2012

VALUATION OF THE COMPONENTS OF BUSINESS ENTERPRISE

  • Fundamentals of Separating Real Property, Personal Property; Appraisal Institute, 2012

Mr. Martinez has served the Appraisal Institute in the following capacities:

  • Chapter Representative, North Bay Chapter of the Appraisal Institute (2012-2013)

  • Topic Speaker on “Flipped Classroom” models at the National Appraisal Institute Education Committee Meeting, San Francisco, CA, November, 2015

SKILLS RELATED TO ACQUISITIONS, LITIGATION, NON-CASH CHARITABLE CONTRIBUTIONS:

  • Application of the Unit Rule

  • Defining the “Larger parcel” (California Code of Civil Procedure and Yellow Book)

  • Defining the “Contiguous Parcel” (IRS)

  • Using various definitions of “Market Value” and “Fair Market Value”

  • Using retrospective and prospective dates of value

  • Appraising partial interests in the bundle of rights as well as traditional fee simple, leased fee and leasehold interests

  • Valuation of “Before” and “After” condition for acquisition and eminent domain scenarios

  • Identifying severance damages and benefits to the remainder (California Code of Civil Procedure)

 

SPEAKING ENGAGEMENTS

 

 

Topic:               “Flipped Classroom” models

Venue:              National Appraisal Institute Education Committee Meeting

Location:          San Francisco, CA

Date:                Fall, 2015

TERRITORY COVERED PROFESSIONALLY

 

Various states throughout the United States including:

 

Alabama                   Arizona                           Arkansas

Colorado                  Florida                            Illinois

Indiana                     Iowa                                Michigan

Minnesota                Mississippi                     Nebraska

Nevada                     New Jersey                    New York

North Dakota           North Carolina              Ohio

Pennsylvania            Tennessee                      Texas

Virginia                     West Virginia  

 

CORE APPRAISAL COURSES COMPLETED

 

  • Principals and Procedures of Appraisal, 2005

  • National USPAP, 15 Hour, 2005

  • National USPAP-7 Hour Renewal, 2008, 2010, 2012, 2014, 2016, 2020, 2022

  • General Market Analysis and Highest and Best Use, 2007

  • General Appraiser Sales Comparison Approach, 2008

  • Real Estate Finance, Statistics, and Valuation Modeling, 2008

  • General Appraiser Site Valuation and Cost Approach, 2008

  • General Appraiser Income Approach/ Part 1, 2008

  • General Appraiser Income Approach/ Part 2, 2008

  • General Appraiser Report Writing and Case Studies, 2008

  • Report Writing and Valuation Analysis, 2008

  • Advanced Sales Comparison and Cost Approach, 2009

  • Advanced Income Capitalization Approach, 2010

  • Advanced Applications, 2011

  • Advanced Income Capitalization, 2015

  • Quantitative Analysis, 2021

 

 

COURSES AREAS OF SPECIALIZATION

  • Condemnation Appraising: Principles and Practice; Appraisal Institute, 2009

  • The Appraiser as an Expert Witness: Preparation and Testimony; Appraisal Institute, 2010

  • Valuation of Conservation Easements; Appraisal Institute, 2012

  • Fundamentals of Separating Real, Personal Property, and Intangible Business Assets, 2012

  • Litigation Appraising: Specialized Topics and Application; Appraisal Institute, 2013

 

 

 

REAL ESTATE OR RELATED COURSES COMPLETED

  • Calculus, 1996

  • Advanced Real Estate Appraisal, 2008

  • Business Appraisal, 2008

  • Real Estate Principles, 2007

  • Real Estate Practice, 2007

  • Real Estate Finance, 2007

  • Real Estate Economics, 2007

  • Real Estate Office Administration, 2008

  • Real Estate Law, 2007

  • Home Inspection Principles & Procedures, 2006

  • Property Management, 2008

  • Escrow, 2008

  • Valuation of Partial Interests: A Federal Agency Update; Appraisal Institute, 2009

  • East Bay Market Update; Appraisal Institute, 2009

  • East Bay Commercial Real Estate Review and 2010 Predictions; Appraisal Institute, 2010

  • Deriving Valuation Metrics from the REIT Market; Appraisal Institute, 2010

  • 2010-2011 National USPAP Update Equivalent; McKissock, 2010

  • Bay Area Residential Market Conditions; Appraisal Institute, 2010

  • The State of the Bay Area (Un)Employment Market; Appraisal Institute, 2010

  • Double-Dip, Foreclosures, and The Uncertain Residential Market; Appraisal Institute, 2010

  • Central Valley Residential Market Conditions; Appraisal Institute, 2010

  • High Speed Rail; Appraisal Institute, 2010

  • Bay Area Residential Market Conditions; Appraisal Institute, 2010

  • Self-Storage Market Conditions; Appraisal Institute, 2010

  • Port City Industrial Market; Appraisal Institute, 2010

  • Retail Challenges and 2010 Outlook; Appraisal Institute, 2010

  • The Entitlement Process; Appraisal Institute, 2010

  • Investment and Leasing Market Conditions; Appraisal Institute, 2010

  • Green Construction; Appraisal Institute, 2010

  • San Mateo County Market Update; Appraisal Institute, 2010

  • Appraising Partial Interests; Appraisal Institute, 2010

  • San Joaquin & Stanislaus Counties - Office & Retail Market Update; Appraisal Institute, 2010

  • Go Green - From the Tenants perspective; Appraisal Institute, 2010

  • From the Street - Market Insight from Commercial Specialist; Appraisal Institute, 2010

  • Green Building Valuation Workshop; Appraisal Institute, 2010

  • Business Practices and Ethics; Appraisal Institute, 2011, 2021

  • The Death of Redevelopment in California; Appraisal Institute, 2012

  • Valuation of Basements; Appraisal Institute, 2012

  • 2012 Annual Spring Litigation Conference; Appraisal Institute

  • Fundamentals of Separating Real, Personal Property, and Intangible Business Assets, 2012

  • AI Excel Diagnostic Examination, 2012

  • What's Up with North Bay Real Estate, 2014

  • Liability, Lawsuits & Damages: Appraiser Risks and Opportunities, 2015

  • What's Up with North Bay Real Estate 2015

  • AI Excel Diagnostic Examination, 2012

  • What's Up with North Bay Real Estate, 2014

  • Liability, Lawsuits & Damages: Appraiser Risks and Opportunities, 2015

  • What's Up with North Bay Real Estate 2015

  • 7-Hour National USPAP Update Course, 2016

  • Certified Luxury Home Appraiser Application, 2020

  • Focus on FHA Minimum Property Requirements, 2020

  • A Review of Disciplinary Cases, 2020

  • California Rent Control - New Changes for Residential Income Analysis, 2020

  • Year End Wrap Up – The Impact of 2020 - Sacramento Sierra Chapter, 2020

  • 2021 Annual Spring Conference, 2021

  • 2021 Real Estate Market Update and Outlook, 2021

  • 2021 Spring Litigation Conference, 2021

  • 2021 Annual Fall Conference: Real Estate and Appraisal Symposium