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Curriculum Vitae

William Martinez, ASA

Mr. William Martinez, ASA, is the principal and owner of Martinez and Associates, San Rafael, 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.

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 a designated member of the American Society of Appraisers. He is also currently pursuing the MAI and SR/WA designations.

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