CONTACTS
SUBJECTS
Real Estate Propety Living Quarters Landlord Wants Son and Girlfrien
5103 -
5103 - ..
5104 - Summary/Objective
5105 -
510501 - Follow up ref SDS J8 0000. ref SDS J6 0000.
510502 -
510503 -
510504 -
510505 -
510506 -
510508 - ..
5106 -
5107 -
5108 - Background
5109 -
510901 - Background reported on 101201 1044. ref SDS 14 X65H
510903 - ..
510904 - Lease agreement reported on 101002 0800. ref SDS 9 C54G
510906 - ..
510907 - Agreement was amended extending lease for 2 years, and increased to
510908 - $1,125 per month, reported on 120223 1651. ref SDS 33 FE5U
510910 - ..
510911 - On 130815 called Gerry and revised lease agreement for property at
510912 - 1158 St Matthew PL #103, Concord, CA 94518. ref SDS 54 PQ4S Gerry
510913 - advised markets rates for monthly lease are approximately $2000 per
510914 - month. ref SDS 54 5P6H He proposed raising current rate from $1170 to
510915 - $1,500. ref SDS 54 6T6O Offered instead to pay 1 year advance rent and
510916 - increase the monthly rental to only $1,200 and to extend the lease
510917 - period another 3 years. Gerry agreed to accept payment of 1 year rent
510918 - in advance and increase monthly rental to $1,250 for the next 3 years.
510919 - ref SDS 54 6T75
510921 - ..
510922 - On 140909 agreed to revise lease contract for 1158 St Matthew PL #103
510923 - Concord CA 94518, principal residence. ref SDS 57 X74N Monthly lease
510924 - is reduced by $25 per month, rhetroactive to last year. ref SDS 57
510925 - AV9J Extended lease contract another year to the end of September
510926 - 2017. Will pay another year in advance and will issue payment today
510927 - in the amount of $14400. ref SDS 57 7P7L
510929 - ..
510930 - On 140910 0651 letter to Gerry confirming revised agreement extending
510931 - lease at 1158 St Matthew PL #103 Concord CA to October 2017, and
510932 - reducing rental rate to $1225 per month, retroactive to 2014, and
510933 - further notifying payment was submitted in the amount of $14.400 on
510934 - 140909. ref SDS 59 X74N
510936 - ..
510937 - On 150124 0856 telecon with Gerry Fernandez schedule meeting on 150127
510938 - 1100 for loan officer inspection to refinance property at 1158 St
510939 - Matthew PL #103, because borrowing rates have come down again.
510940 - ref SDS 60 X74N
510942 - ..
510943 - On 150531 1351 called Gerry and advised have received 8 letters in the
510944 - mail for Gerry the past few months here at 1158 St Matthew PL in
510945 - Concord. ref SDS 61 X74N Submitted letter confirming telephone
510946 - message. ref SDS 61 CH6F
510948 - ..
510949 - On 150604 1647 Gerry called and advised mail addressed to him at 1158
510950 - St Matthew PL, should be thrown out as advertisements. ref SDS 62 X74N
510951 - Gerry indicated continuing cash flow issues. ref SDS 62 SV6H
510953 - ..
510954 - On 150903 0838 called Gerry and discussed lease payment, and
510955 - possibility of buying property. ref SDS 63 JM5M After the call issued
510956 - payment to Gerry in the amount of $14,700 for lease period 2015-10-01
510957 - to 2016-10-01. ref SDS 63 HL8F Sent letter notifying payment issued
510958 - and should be received OB 150911. ref SDS 63 TE8L
510960 - ..
510961 - On 160822 1452 called and discussed revising lease agreement. Letter
510962 - to Gerry confirms revised lease agreement on 1158 St Matthew PL #103,
510963 - Concord CA, increasing monthly rate beginning October 2017, and
510964 - continuing for 3 years to October 2020. ref SDS 67 V74G On 160822
510965 - 14522 letter to Gerry confirms new lease terms of $1400 per month
510966 - through October 2020. This is as the rate of $16,800. ref SDS 67 E862
510968 - ..
510969 - On 170106 2103 Gerry agreed to pay for plumbing repairs the amount of
510970 - $490, to be deducted from amount owed for next rental period beginning
510971 - October 2017. ref SDS 68 J658
510973 - ..
510974 - On 171002 0104 paid $910, for October lease. ref SDS 69 HL8F Sent
510975 - letter notifying Gerry rent payment was ordered from Wells Fargo.
510976 - ref SDS 69 SV7H
510978 - ..
510979 - On 171102 1516 paid $1400, for November lease. ref SDS 70 HL8F
510981 - ..
510982 - On 171108 1724 received telephone message from Gerry asking when rent
510983 - payment was submitted. Submitted letter notifying that lease payment
510984 - was ordered on 171102, and is scheduled for delivery to Gerry on
510985 - 171109. ref SDS 71 HL8F
510987 - ..
510988 - On 180816 0821 letter to Gerry notifying of product specs and
510989 - installation invoices for repairs totalling $1,299.50; will deduct
510990 - from lease payment for next month. ref SDS 87 ZG9J
510992 - ..
510993 - On 180902 0755 letter to Gerry reminding no payment for September to
510994 - offset repair expenses. ref SDS 88 ZG9J
510996 - ..
510997 - On 200905 0813 Gerry called and left message about renewing lease;
510998 - sent letter explaining circumstances with VA pension, and planning to
510999 - continue current lease at 1158 St Matthew PL in Concord. ref SDS B3
511000 - ZG9J
511002 - ..
511003 - On 200912 1229 Gerry called about renewing lease past November; he
511004 - seems to want current lease agreement to continue. ref SDS B4 ZG9J
511006 - ..
511007 - On 201002 1000 at 1235 Gerry called and we agreed on new lease terms
511008 - of $1,700 per month. He wants to increase this $50 per month for
511009 - following year, and then again and again, based on annual COLA
511010 - increase in pension payments. ref SDS B5 J17O Submitted letter to
511011 - Gerry confirming these understandings and citing current estimates
511012 - expecting 1% increase in COLA for 2021, which is only $33. ref SDS B5
511013 - CG53
511014 -
511015 -
511016 -
511017 -
511019 - ..
5111 -
5112 -
5113 - Progress
5114 -
511401 - On Sunday, Enrique asked for a letter to Gerry notifying of pending
511402 - work to complete their scope of upgrading condominium at 1158 St
511403 - Matthew PL #103, Concord 94518, reported on 250629 1208. ref SDS K2
511404 - 7JSK
511405 -
511406 - 1. Subject: Work Pending Schedule Complete Punch List
511407 - Date: 2025-07-01, 09:02
511412 - ..
511413 - 2. Dear Gerry and Pam,
511415 - ..
511416 - 3. Enrique asked to let you know their work on your Condominium is
511417 - substantially complete ready for inspection. Copies to Enrique
511418 - and to Jose for Leo.
511420 - ..
511421 - 4. Punch list issues...
511422 -
511423 - Cover plates electric wall outlets/switches - restore
511424 - Door stops verify all restored
511425 - Kitchen cabinets backsplash
511426 - Kitchen window blinds/curtain?
511427 - Dining room blinds sliding glass door exit to backyard
511428 - Dining room AC ceiling register restore
511429 - Living room Window blinds/curtains
511430 - Living room AC ceiling register restore
511431 - Bathrooms upstairs toilet paper holders restore
511432 - Shower safety handles - need 2 - only have 1
511433 - Showers Glass doors prevent splatter during use
511434 - Guest bathroom Towel rack vanity counter
511435 - Guest bathroom install electrical outlet - just wires now
511436 - Bathroom cabinets drawer handles
511437 - Master bedroom bathroom "bathrobe hook" on door - restore
511438 - Master bedroom Armoire restore level so left door closes
511439 - Office AC ceiling register restore
511440 - Office network cable restore fastenings at closet door casing
511441 - Office telephone landline connection may need restoration
511442 - Caulking floor to wall joints mostly done - inspect
511443 - Backyard remove debris and equipment - restore original condition
511444 - Garage remove debris and equipment - restore original condition
511445 - Mirrors removed/replaced - move offsite
511446 - Demobe move out
511448 - ..
511449 - After letter was submitted noticed additional items...
511450 -
511451 - Hall upstairs smoke alarm
511452 - Hall upstairs ceiling light cover - could be globe
511453 - Pantry downstairs remove ceiling protection tape and paint splatters on cabinet doors
511454 - Banister sand and re-paint
511455 - Handrail from 2nd floor to landing, sand and re-paint
511456 -
511458 - ..
511459 - 5. Additional Considerations Not in Original Scope
511460 -
511461 - Doorbell make operational - has never worked so not essential
511462 - Front porch overhead light - has never worked so not essential
511463 - Front door handle replace
511464 - Towel rack guest bathroom
511465 - Door and shelf beneath vanity counter guest bathroom
511466 - Bathrobe/towel hook inside door guest bathroom
511468 - ..
511469 - 6. Best,
511471 - ..
511472 - 7. Rod
511473 - 925 787 5641
511474 -
511475 -
511477 - ..
5115 -
5116 -
5117 - 1034
5118 -
511801 - Called Gerry
511802 -
511803 - Left message submitted letter with punch list, per above. ref SDS 0
511804 - ZG9J
511805 -
511807 - ..
5119 -
5120 -
5121 - 1045
5122 -
512201 - Gerry called back.
512202 -
512203 - He has not seen the letter submitted earlier this morning, per above.
512204 - ref SDS 0 ZG9J
512206 - ..
512207 - Gerry said he talked to Enrique and understood there are a few things
512208 - still needed. He asked what's left to do?
512210 - ..
512211 - Started reading the list above. ref SDS 0 ZG9J
512213 - ..
512214 - About 25% through the list, Gerry said the contruction crew has to
512215 - return. He will call Enrique to plan next steps.
512217 - ..
512218 - Gerry said Pam has a cold, so they cannot visit this week to inspect
512219 - the work. Maybe next weekend or following week. If they come on the
512220 - weekend, may be able to discuss final scope with Enrique and Leo,
512221 - since they have been working here on weekends.
512223 - ..
512224 - Gerry asked about follow up with Sharon, the property manager at
512225 - Cowell Terrace, set out in the letter on 250620 1338? ref SDS K0 PRQS
512233 - ..
512234 - Explained have not heard further from Sharon, since she advised of
512235 - having called the tenant who left Cowell Terrace and moved back with
512236 - her parents. Sharon said the woman is not happy living with her
512237 - parents. Asked Sharon to let the former tenant know about opportunity
512238 - of sharing a condominium at half-price, which would be cheaper than
512239 - renting at Cowell Terrace apartments. Have not heard further on this
512240 - lead.
512242 - ..
512243 - Gerry said he will check with other property managers to be on the
512244 - lookout for similar situations, and request referrals.
512246 - ..
512247 - Reported garage door opener failed completely on 250623 1521.
512248 - ref SDS K1 9QDI Paid Go Pro Garage Door Repair $101.97 for repairs,
512249 - also reported on 250623 1521. ref SDS K1 GSTZ
512251 - ..
512252 - Gerry said to deduct from rent payment tomorrow.
512253 -
512254 -
512255 -
512256 -
512257 -
512258 -
512259 -
512260 -
512261 -
512262 -
512263 -
512264 -
512265 -
512266 -
5123 -