Title: We'll take a look at wealthy zip and real estate resource
1CARA SOUTHERN CALIFORNIA SPRING 2005 SEMINAR
DAYFriday, April 29, 2005Lifestyles of the Zip
and Famous
- Presented by
- Nancy Ellis Taylor
- Assoc. Dir., Communications Research Services
- University of Southern California
- netaylor_at_usc.edu
2 Overview
- Well take a look at wealthy zip and real estate
resources and how to use them identify major gift
prospects in your database.
3Wealthy Zip Codes You Quick Tips
- 1. Its an art, not a science.
- 2. The further you go, the less you know.
- 3. Think bulk.
- 4. Think quick.
- 5. Go residential. Commercial properties are
another presentation.
4Wealthy Zip Codes You Basic Uses
- 1. Database screening
- 2. Quick comps
- 3. Qualifying individual major gift prospects
5Wealthy Zip Codes Resources
- THE First Stop on the Zip Code Tour of Wealth
- Forbes
- The Most Expensive
- Zip Codes
- http//www.forbes.com/lifestyle/bestlife/2003/07/1
1/cx_bs_0711home.html
6Wealthy Zip Codes Resources Comps
- 1. Ave. Home Price MelissaData Zip, City, Phone
Lookup - http//www.melissadata.com/lookups/zipcityphone.a
sp - 2. Whats My Home Worth Yahoo! Real Estate
- http//realestate.yahoo.com/
- 3. Never Heard of It Google
- http//www.google.com/
- 4. Dataquick S. Calif. Home Sale Activity
- http//www.dqnews.com/ZIPLAT.shtm
- 5. Dataquick Orange Co. Home Sale Activity
- http//www.dqnews.com/ZIPOCR2004.shtm
7Wealthy Zip Codes Resources Income
- 1. 2000 Census Data The Rite Site
- http//www.easidemographics.com/
- 2. Mortgage Calculator Homes on latimes.com
- http//www.homefinder.com/latimes/index_search.jh
tml?custom1
8Wealthy Zip Codes Resources Zip Lists
- 1. L.A. Communities by Zip
- http//www.losangelesalmanac.com/topics/Communica
tions/cm02a90001-90899.htm - 2. O.C. Communities by Zip
- http//www.ocalmanac.com/Communications/cm02_zip
s.htm - 3. Top 25 California Zip CodesRanked by the
number of million-dollar homes sold in
2004http//www.dqnews.com/CHMDH0205.shtm
9Wealthy Zip Codes Resources Other
- 1. Wealthy Zip Codes from USC
- http//www.usc.edu/dept/source/zipcode/index.htm
- 2. Wealthy Zip Codes You Decide
- http//www.usc.edu/dept/source/zipcode/SuggestedZ
ips.htm - 3. American Demographics Exploring Americas
Richest Zip Codes - http//www.adage.com/
10Wealthy Zip Codes Resources Just for Fun
- 1. Donor Zip Look Up FEC Info
- http//www.tray.com/fecinfo/
- 2. Bankrate.com Fun Stuff (celeb homes)
- http//www.bankrate.com/brm/news/real-estate/fun-
stuff.asp - 3. NYC Real Estate Curbed
- http//www.curbed.com/archives/2005/03/18/celebri
ty_real_estate_wrap_britney_slashes.php
11Real Estate Wealth Quick Tips
- 1. Location is just the beginning.
- 2. The more properties the merrier.
- 3. Apartments/retail complexes can mean extra
income. - 4 . Remember assessment quirks.
- 5. Read L.A. Times Sunday Real Estate WSJ
Friday Real Estate, etc.
12Real Estate Wealth Resources Assessed Value
- 1. Nationwide SearchSytsems
- http//www.searchsystems.net/
- 2. L.A. County L.A. Co. Assessor
- http//assessormap.lacountyassessor.com/mapping/v
iewer.asp
13Real Estate Wealth Resources Pay-per-View
- 1. LexisNexis Assets
- http//www.nexis.com/research
- 2. Dataquick
- http//www.dataquick.com/
14Real Estate Wealth The Formulas Net Worth
- 1. Net worth 2x total real estate value
(regular guy rate) - 2. Net worth 5x total real estate value
(holdings above 400,000--UV study)http//www.usc
.edu/dept/source/NetWorth2.htm - 3. Net worth 3x total real estate value
(holdings below 400,000--UV study)http//www.usc
.edu/dept/source/NetWorth2.htm
15Real Estate Wealth The Formulas Gift Potential
- 1. Net worth 5x total real estate value (UV
study)5 of estimated net worth estimated
giving capability - http//www.usc.edu/dept/source/NetWorth2.htm
- 2. Net worth 3x total real estate value (UV
study)3 of estimated net worth estimated
giving capability - http//www.usc.edu/dept/source/NetWorth2.htm
16In Closing (note real estate pun)
- Real estate is the most common wealth indicator
available to researchers. Wealthy zip codes and
property values are a key to discovering gift
potential among prospects. Just remember, these
are analysis tools and not absolute guarantees
and youre on your way to cultivating major gifts
from the Zip and Famous! - And now for QA and your tips, too!