Alex S. Hale, Certified General Appraiser, Building & Engineering Contractor, Inspector & Real Estate Agent
I’m State of California Licensed Certified General Real Estate Appraiser with over 5,000 hours of commercial and residential experience in Monterey County. I have been a county resident for over 45 years and have a good sense of neighborhood. My license allows me to prepare appraisals on any residential, commercial, industrial or agricultural property without dollar limit and regardless of the size or complexity of the assignment.
I have over 30 years of quantity survey construction cost estimating and accounting experience in the general building and general engineering construction disciplines. I retired as manager of a large local construction company in Monterey county but continue to be a California State Licensed General Building and General Engineering Contractor Lic # 287082.
I’ve been accepted by the court as an expert witness in matters of civil engineering and general building construction. My first hand knowledge and experience in these areas allows me to recognize quality differences in design, craftsmanship, material usage and topographies. I personally do all the field investigations and research necessary to provide each of my valued clients with a credible, fair, impartial and supportable opinion of market value.
I completed the education and formal training required for the Certified General License Exam and passed it on the first try. I received an “A” in all college courses taken to qualify for my license. I am up to date with the continuing education requirements of the Appraisal Institute.
I have done all the work necessary to formulate complete narrative summary appraisals on the following types of properties:
Single Family Dwellings, Schools, Apartment Buildings, Retail Shops, Restaurants, Condominium Conversions, Mixed Use Buildings, Fraternal Organization Recreation Centers, Commercial Office Buildings, Vacant Land Zoned for Mixed Use, Industrial Buildings, Vacant Land Zoned Commercial, Finished Residential Lots, Food Processing Plants, New Residential Subdivisions, Vacant Land Zoned Industrial, Subdividable Residential Land and Agricultural Land with Houses and Outbuildings.
A partial list of clients for whom I’ve worked include: Ayco-Goldman Sachs, Wachovia, Wells Fargo, Home Savings, Bank of America, First National Bank, New Century Bank, Washington Mutual Bank, Diversified Lending, Ventana Funding, Universal Mortgage, YMCA, Salvation Army, Cal-American Water Company, Pacific Grove School District, Home Builders, Various Attorneys, Family Trusts and Individuals.
Qualifications
Education | 1956 – 1958 | Santa Monica CC | Santa Monica, CA | |
1958 – 1961 | UCLA | Westwood, CA | ||
1965 – 2007 | Monterey Peninsula College | Monterey, CA | ||
Military | 1961 – 1963 | US Army Active Duty (Medic) | Various | |
Professional Experience | 1964 – 1993 | Granite Construction Co. (Mgr) | Mtry/Salinas, CA | |
1993 – 2005 | Writer / Producer | Carmel, CA | ||
2005 – 2009 | Certified General Real Estate Appraiser | Carmel, CA | ||
Active Licenses | Certified General Real Estate Appraiser | California License # AG 036863 | ||
General Engineering Contractor | California License # 287082 | |||
General Building Contractor | California License # 287082 | |||
Preferred Appraisal Assignments | I enjoy the tougher assignments; those involving special purpose buidlings like schools, fraternal organizations and feasibility studies for new residential, commercial, industrial and agricultural subdivisions. I also enjoy appraising heavy industrial buildings, storage facilities and food processing plants. I appraise commercial buildings, high-end estate-sized SFD’s, condominiums, apartments, apartment to condominium conversions and mixed use properties. | |||
First Hand Construction Experience | SFD’s Custom Estates Industrial Subdivisions Residential Subdivisions Professional Office Parks Commercial Shopping Centers Conc Foundations & Tilt ups Soil Stabilization, Base and Paving |
Demolition Clearing Earthwork Sanitary Sewer Systems Storm Drainage Systems Water Distribution Systems Structural Excavation and Backfill Concrete Curbs, Gutter, Walks & Drives. |
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Public Work Experience | I have estimated the cost of and managed the construction of public works projects such as streets, roads, parking lots, freeways, waste water treatment plants, sewage pumping stations, concrete box culverts, pedestrian, railroad & auto bridges, military tank firing ranges, hazardous waste remediation projects, trunk sewer mains, play fields, tennis court complexes, piers, tunnels, breakwater structures and parks. I have experience with the cities of Monterey, Carmel, Pacific Grove, Seaside, Del Rey Oaks, Marina, Salinas, Gonzales, Soledad, Greenfield, King City and the county areas of Pebble Beach, Carmel Highlands, Carmel Valley, Castroville, Prunedale and Moss Landing. | |||
APPRAISAL TRAINING CLASSES TAKEN BY ALEX HALE | |||||
NAME OF CLASS | HOURS | SCHOOL | INSTRUCTOR | DATE | RESULT |
Principles of Real Estate | 54 | Monterey Peninsula College | Becky Jones | Fall 2003 | A |
Legal Aspects of Real Estate | 54 | Monterey Peninsula College | Becky Jones | Fall 2003 | A |
USPAP 15 Hour Training | 15 | Allied Real Estate School | Lee R. Hess | 2/19/2004 | A |
Real Estate Economics | 54 | Monterey Peninsula College | Chris Daniel, SRA | Spring 2004 | A |
Central CA Market Update | 4 | Appraisal Institute | Panelists | 4/14/2004 | Complete |
Role of Appraiser and USPAP | 2 | Appraisal Institute | Stephanie Coleman MAI, SRA | 4/22/2004 | Complete |
Real Estate Appraisal | 54 | Monterey Peninsula College | Chris Daniel, SRA | Fall 2004 | A |
Beat The Clock | 3 | Appraisal Institute | Karen J. Mann, SRA | 8/19/2004 | Complete |
Gen App Income Approach | 30 | Appraisal Institute | Gary De Weese, MAI | 9/26-29/2004 | Complete |
USPAP 7 Hour Training | 7 | Appraisal Institute | Stephanie Coleman MAI, SRA | 6/3/2005 | Complete |
Prof Guide to the URAR | 7 | Appraisal Institute | Dean Zantow, SRA | 7/11/2005 | Complete |
Subdivision Valuation | 7 | Appraisal Institute | Frank Harrison, MAI, SRA | 1/27/2006 | Complete |
Seven Hour USPAP Course | 7 | The Appraisal Foundation | Stephanie Coleman, SRA | 3/12/2006 | Complete |
2006 Monterey Bay Market | 2 | Appraisal Institute | Panelists | 10/26/2006 | Complete |
The Cost Approach | 3 | Appraisal Institute | Arlen Mills, MAI, SRA | 12/8/2006 | Complete |
Mtry Bay Appraisal Seminar | 7 | OREA 07148C103 | Page, Weigand,Gaglione, Harding | 4/28/2007 | Complete |
USPAP 7 Hour Training | 7 | Alliled Real Estate School | Roy Bottger | 4/1/2009 | A |
FHA Appraising | 7 | Appraisal Institute | Dawn Molitar-Gennrich, SRA | 4/7/2009 | Complete |
California Real Estate Principle | 45 | Allied Real Estate School | George Achenbach | 4/8/2009 | A |
National USPAP Update | 54 | Allied Real Estate School | George E. Achenbach | 4/26/2009 | Complete |
Real Estate Economics | 4 | Monterey Peninsula College | Chris Daniel, SRA | Spring 2004 | A |
Total Hours to Date | 369 |
BASIC APPRAISAL TOPICS COVERED IN RECENT COLLEGE CLASSES |
Influences on Real Estate Value |
Legal Influences in Appraisal |
Types of Values |
Economic Principles |
The Valuation Process |
Property Description |
Highest and Best Use Analysis |
Appraisal Statistical Concepts |
The Sales Comparison Approach |
Subdivision Valuation |
Site Value |
Sales Comparison Approach to Value |
The Cost Approach |
The Income Approach |
Gross Rent Multiplier Analysis |
Estimation of Income and Expenses |
Operating Expense Ratios |
Direct Capitalization |
Cash Flow Estimates |
Measures of Cash Flow |
Discounted Cash Flow Analysis |
Valuation of Partial Interests |
Narrative Report Writing |
ASSOCIATE OF ARTS DEGREE – GEN ED – TOTAL 142 SEMESTER UNITS
COLLEGE COURSES TAKEN AT SANTA MONICA CITY COLLEGE | ||
Santa Monica City College | 3 | Biology |
Santa Monica City College | 5 | Botany I |
Santa Monica City College | 3 | Chemistry 2A |
Santa Monica City College | 2 | Chem. Lab |
Santa Monica City College | 3 | Geology 2 |
Santa Monica City College | 3 | Philosophy 20A |
Santa Monica City College | 3 | Political Science I |
Santa Monica City College | 3 | History 1A |
Santa Monica City College | 3 | History 1B |
Santa Monica City College | 3 | History 7A |
Santa Monica City College | 3 | Psychology 1A |
Santa Monica City College | 3 | Psychology 1B |
Santa Monica City College | 3 | English 1A |
Santa Monica City College | 3 | English 1B |
Santa Monica City College | 3 | World Literature |
Santa Monica City College | 4 | German I |
Santa Monica City College | 2 | Art 1A |
Santa Monica City College | 2 | Music 30A |
Santa Monica City College | 3 | PE I (Football) |
Santa Monica City College | 2 | PE II |
Santa Monica City College | 3 | Speech 1A |
Santa Monica City College | 3 | Speech 1B |
COLLEGE COURSES TAKEN AT UCLA | ||
UCLA | 4 | Elementary German |
UCLA | 4 | Elementary Italian |
UCLA | 4 | Italian II |
UCLA | 3 | General Physics |
UCLA | 3 | History of Modern Philosophy |
UCLA | 3 | Economic Principles |
UCLA | 3 | United States History |
UCLA | 3 | Survey of English Literature |
UCLA | 3 | Psychology of Learning |
UCLA | 3 | Fundamentals of Education |
UCLA | 2 | Contemporary Psychology |
UCLA | 3 | Mental Measurements |
UCLA | 2 | Social Psychology |
UCLA | 3 | Child Psychology |
UCLA | 3 | Abnormal Psychology |
COLLEGE COURSES TAKEN AT MPC | |||
Name of College | Units | Course | |
Monterey Peninsula College | 4 | Engineering 191L | Land Surveying |
Monterey Peninsula College | 3 | Real Estate 52 | Real Estate Law |
Monterey Peninsula College | 3 | Real Estate 50 | Principles of Real Estate |
Monterey Peninsula College | 3 | Real Estate 53 | Real Estate Economics |
Monterey Peninsula College | 3 | Real Estate 57A | Real Estate Appraisal |
Monterey Peninsula College | 1 | Business 119A | Microsoft Excel |
Monterey Peninsula College | 1 | Business 120 | PowerPoint |
Monterey Peninsula College | 3 | English 115/515 | Writing Novels into Films |
Monterey Peninsula College | 3 | Photo 271 | Film Production |
Monterey Peninsula College | 3 | Drama 172 | Film Survey |
Monterey Peninsula College | 3 | Cinema | Film Production I |
Monterey Peninsula College | 3 | Cinema | Film Production II |
Subtotal Semester Units | 33 |
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CLIENTS FOR WHOM I’VE DONE APPRAISALS |
Ayco-Goldman Sachs |
Wachovia |
Wells Fargo |
Home Savings |
Bank of America |
First National Bank |
New Century Bank |
Washington Mutual |
Diversified Lending |
Universal Mortgage |
Blue Adobe Mortgage |
YMCA Salinas |
Salvation Army Seaside |
Cal American Water Company |
Pacific Grove Unified School District |
Various Private Trusts and Individuals |
EXPERT IN THE FOLLOWING TYPES OF APPRAISALS | |
COMMERCIAL | AGRICULTURAL |
Special Purpose Buildings | Food Processing Plants |
Mixed Use Buildings | Farms With Outbuildings & Greenhouses |
Retail Buildings | Subdividable Agricultural Land |
Office Buildings | Non-Subdividable Agricultural Land |
Subdividable Commercial Land | |
Finished Commercial Lots | RESIDENTIAL |
Restaurants | Proposed Residential Subdivisions |
Finished Subdivision Lots (Wholesale & Retail) | |
INDUSTRIAL | Subdividable Residential Land |
Heavy Industrial Buildings and Complexes | Apartment to Condominium Conversions |
Industrial Subdivisions | Apartment Buildings |
Subdividable Industrial Land | High-End Estate-Sized Residential Properties |
Finished Industrial Lots | Conventional Single Family Dwellings |
Condominiums and Planned Unit Developments |
WHO IS ALEX HALE?
After being honorably discharged from the US Army at Fort Ord in 1963 I refused to return to my home town in Culver City California. While stationed at Fort Ord I had fallen in love with the Monterey Peninsula and Big Sur. After five years of college, a stint as an associate editor of a southern California weekly newspaper and service to my country I took a job as a construction company dispatcher on the Monterey Peninsula to be able to stay in this area. I lived in a cabin behind the Carmelite Monastery at Point Lobos for seven years then was able to move into the Carmel Valley. I worked for Granite Construction Company for 30 years and retired in 1993 as manager of their Monterey County Branch. As a result of my extensive construction experience in all areas of Monterey County I gained a heightened sense of neighborhood. I know all the back roads, the soil conditions and demographics and have watched neighborhoods go through periods of growth, stagnation, decline, and renewal. In my retirement I focused on making a documentary film “Monterey Memories” which became (and still is) the most popular and best selling souvenir visitor information video and DVD ever produced on the central California coast. It is updated periodically and available for sale at such places as the Lake El Estero Visitor Center, Carmel Drug Store, Rocky Point Inn, Big Sur River Inn, Nepenthe Gift Shop, The Aquarium, various shops in Cannery Row and on Fishermans Wharf. I mention this documentary DVD for two legitimate reasons. First of all, it demonstrates that as a 48 year resident of Carmel and Carmel Valley, I’m still very much enthused and grateful to be able to live here on the central coast. Secondly it serves to demonstrate the width and depth of my personal firsthand knowledge concerning the economic forces driving our county. In my dealings with virtually every city and county agency involved in land planning, taxation, construction development and the building permit process, I’ve learned how to extract the public information I need to formulate substantiated opinions of current property values. Although not born in Monterey County I permanently adopted this area as my home and I have raised seven wonderful children in it. In 2003 I returned to college to learn how to determine the value of real estate properties. My instructor Chris Daniel asked me if I’d like to work for him in his appraisal business. I worked for Chris as an employee until the summer of 2006 when I became an independent contractor. Chris is an extremely good but demanding teacher of real estate appraisal at Monterey Peninsula College. He is currently one the judges sitting on the county panel hearing and settling property tax disputes between the county appraiser and property owners. He has over 25 years of appraisal experience, is a past director of the Sierra Chapter of the Appraisal Institute, holds a prestigious SRA designation and has developed a reputation as being one of the most thorough, astute, knowledgable and constantly accurate appraisers in the tri-county area. I mention these facts because Chris has been my teacher, my mentor and my advisor for well over six years. I have learned and continue to learn a very great deal from Chris.
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