Estate Management Media Kit - Carmel Realty Company

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CUSTOMIZED ESTATE MANAGEMENT & SPECIALTY CONCIERGE SERVICES

ESTATE MANAGEMENT TEAM

Having the right team manage your home will make all the difference in the world. This business is about people and always making quality decisions and standing behind them.

Carmel Realty has a tradition reaching back over 100 years. Our longevity is no accident. Our family has been paving new ground in high-end Peninsula Real Estate for over four generations and eight decades. We have built our name on quality and integrity and this is a tradition Carmel Realty will not compromise. Each of the professionals at Carmel Realty has been working with or in the Fortune 1000 companies and their associates for 20+ years. At our top tier, we are graduates of Stanford, Berkeley, USD, Air Force Academy and former executives in Real Estate, Marketing, Advertising and Technology. Our approach to managing this business is unique. It’s a commitment to best practices, efficiencies, great service, and work ethic.

This powerful management team brings with it a valuable network – professional, social, scholastic, philanthropic. This network lives and works directly in our target area of operation. Our network of local and global businesses is unique. We affiliate the Regent level with LuxuryRealEstate.com and Who’s Who in Luxury Real Estate. Our strategic broker referral network provides our clients with access to high net worth individuals and their agents and clientele that can’t be delivered by any other management organization on the Peninsula. Our list of thousands of valued current and previous clients is a resource for both filling vacancies and valuable word-of-mouth references.

Molly Frick

Associate Director of Estate Management Molly@CarmelRealtyCompany.com

831.240.4518 Direct

Molly grew up in Northern Minnesota and has been a California resident for 13 years. With a Bachelors in Psychology from the University of Kansas and a background in Private Aviation and UHNW Estate Management, she brings a wealth of knowledge to the Carmel Realty team. Molly enjoys communicating with clients and the attention to detail, big and small.

Kristi McClure Huckaby

Associate Director of Client Services KHuckaby@CarmelRealtyCompany.com

831.574.5218 Direct DRE#02236201

Kristi brings a wealth of experience in customer service, leadership, management of facility operations, curiosity for lifelong learning and process improvements. Kristi has a welcoming attitude with an engaging client service mindset to deliver memorable experiences to those she encounters.

Estate & Home Services

Operations Manager

Savanna@CarmelRealtyCompany.com

831.620.6166 Direct

After growing up in the rural Southwest, Savanna has called coastal California home for the past 15 years. Her background includes large-scale research proposal analysis in higher education, and several years of nonprofit development. At Carmel Realty Company, she loves working with the Estate Management team to help bring client’s vision to life!

Tracy Hunter

Associate Director of Concierge Services

TracyH@CarmelRealtyCompany.com

831.620.6113 Direct |

831.624.7338 Fax

Tracy grew up in Michigan and made her way to California where she graduated from SF State University with a degree in Broadcast Journalism and Communications. She brings over 20 years of hospitality sales, marketing, and event experience. Her appreciation for all things luxury lends well to her expansion of the concierge services with Carmel Realty Company.

Markus McMahon

Maintenance Services Manager Markus@CarmelRealtyCompany.com

831.238.9022 Cell

Markus grew up in the San Bernardino mountains and attended high school in Carlsbad CA. He moved to the Monterey Peninsula in 2008 to attend CSUMB and studied archeology and outdoor recreation management, ask him about the best local trails! He operated a small nonprofit in the area before joining Carmel Realty Company.

Grant Taylor

Property Management Coordinator Grant@CarmelRealtyCompany.com

831.574.5480 Direct | 831.624.7338 Fax DRE#02235100

Grant was born and raised in Pacific Grove. He attended Pacific Grove High School, followed by MPC and CSUMB, where he received a Bachelor of Science in Business Administration. Grant most recently worked in membership sales for our local chamber of commerce until joining Carmel Realty Company.

Connor Marden

Associate Director of Home Services Connor@CarmelRealtyCompany.com

831.417.7851 Direct

Connor was born and raised in Carmel and is a graduate of Carmel High School. With a bachelor’s degree in psychology, he worked in mental health rehabilitation for foster youth in the Salinas area, and transitioned into hospitality and operation management of a local hotel for several years before joining Carmel Realty Company.

Ariella Resquir Controller Ariella@CarmelRealtyCompany.com

831.574.5478 Direct DRE#01710578

Hailing from a long line of real estate experts, Ariella combines financial acumen with her family’s legacy to excel in all aspects of accounting, real estate, and property management. A seasoned broker for over 15 years, Ariella adds a master’s degree in accounting to bring a legacy of excellence to every transaction.

Rebecca Trimmer

Estate Services Coordinator

RTrimmer@CarmelRealtyCompany.com

559.967.2182 Cell

Rebecca served four years in the U.S. Marine Corps as an Embarkation Specialist. After her service, she gained additional experience working as an administrative assistant and bookkeeper. She spent the last few years as a leasing specialist and assistant community manager for our local military housing before joining Carmel Realty Company.

ESTATE MANAGEMENT SERVICES

CUSTOMIZED MANAGEMENT OVERSIGHT TAILORED TO THE SPECIFIC NEEDS OF OWNERS AND THEIR PROPERTIES

INCLUDED LUXURY ESTATE MANAGEMENT SERVICES

The following comprehensive list is what is included with the management as well as the interior and exterior walk-throughs/inspections frequently as per your agreement.

Landscaping

• Grounds inspection including pool and spa

• Management of landscape contractors

• Bi-annual gutter cleaning/checks

Pest Control Management

• Regular inspection, vendor management and contract supervision

Alarm Response

• 24-hour alarm response, list your Estate Management team to receive the calls

Audio/Visual/Wi-Fi

• Monitoring and servicing of equipment

• Services check after potential power outages

• Coordination with vendors to ensure systems are maintained

Storm Checks/Remediation

• Site visits to assess damage, propose solutions, coordinate vendor appointments, and notify owners immediately

• Secure property

Access to Preferred Vendor Relationships

• Access to Carmel Realty’s extensive list of the Peninsula’s finest bonded and insured vendors

• Timely responses from vendors due to established relationship with Carmel Realty

• Initial set-up of all home vendors

Automobile Starting & Monitoring

• Included in your inspection

Peace of Mind

• Immediate response to leaks, potential break-ins, and natural weather occurrences

• Your own personal house watch, your local eyes and ears on your property/asset

Accounting Services

• Processing of invoices, review for accuracy and high usage of utilities for potential leaks or issues

• Annual 1099 and year-end reporting

• Account reconciliations

• Monthly detailed statements of all charges

• Access to owner portal for real time financials and ease of fund replenishment

In-Home Maintenance Servicing

• Check fireplaces

• Change lightbulbs

• Bring in mail

• Interior plant care

• Check and replace filters (refrigerators, air purifiers)

Housekeeping/

Exterior Cleaning

• Manage schedule including coordinating cleanings prior to owner arrival and after departure

• Maintain owner preferences on cleaning product and procedures

• Coordinate window washing and exterior cleaning

Mechanical Oversight & Regular Servicing

• Plumbing, electrical, HVAC, furnace, garage doors, gates, generators, elevators, water softener monitoring and arrangement of regular service appointments

Concierge Services

• Access to and priority with the best concierge specialty services and event planning

BILLABLE LUXURY ESTATE MANAGEMENT SERVICES

These services are just some of the additional benefits we provide you as requested and are billable per your agreement.

Project Management/ Vendor Appointments

• Tree removal

• Termite fumigation coordination and oversight

• Audio visual/Wi-Fi upgrades

• Working with insurance providers to meet compliance

• Fence repair/roof and leak repairs

• BBQ maintenance and cleaning

• Construction or special project oversight

• Art curator and installation

• Mold remediation and disaster clean-up

• Upgrades to remote accessibility

• Moving services

• Car lift installations

• Carpet and upholstery cleaning

• Furniture refinishing

In-Home Services

• Weekly garbage bin service and excess removal as needed

• Maintain all cleaning supplies, paper products and delivery to the house

Pre

&

Post Arrival Services

• Turn on heat, lights and open home prior to owner or guests arrival

• Put out cushions on outdoor furniture prior to arrival and remove & store after departure

• Firewood replenishment

• Guest arrival familiarization walkthrough And Much More…

SPECIALTY CONCIERGE BILLABLE SERVICES

Entertainment

• Restaurant reservations

• Exclusive wine tours and private tastings

• Tee times/private golf instruction

• Horseback riding

• Private aquarium tours

• Sailing/whale watching

Event Planning/Event Design

• Private chefs

• Event planning and management

• Live music

• Guest gift baskets or welcome amenities

• Detailed guest itineraries

• Luxury beach picnics

Health & Beauty Services

• Massage appointments

• Hair stylist/make up artist

• Spa treatments

Transportation Automotive/Aviation

• Private chauffeur service

• Classic car rental

• Private jet arrangements

• Airport pick up/drop off

Home Organization/ Home Services

• Personalized grocery shopping and specialty items

• Furniture delivery and coordination

• Closet/pantry organization/stocking household supplies

• Wine cellar set-up and consultation

• Mail and package shipping and retrieval

• Creation of home information guest book

• Interior design consultation and working with designers

Pet Services

• Pet sitting/training

• Grooming appointments

Gym/Personal Training Arrangements

• In-home personal trainers

• Home equipment servicing

• Private yoga sessions

Personal Shopping/ Executive Assistance

• Floral arrangements

• Travel arrangements

• Dry cleaning/errands/groceries

• Gift buying

Holiday Services

• Exterior lighting

• Tree decorating

• Package shipping

• Design and decorating

RECOMMENDED ANNUAL SERVICES

Pest Control

• Termite Inspection: Treatment as needed with annual service agreement

• Mice/Mole/Vole: Treatment as needed

• Spiders/Ants: Treatment as needed with service agreement twice yearly or monthly

• Tick Spray: Treatment as needed

Housekeeping

• Recommended weekly: Hours dependent upon owners’ lifestyle and needs

• An absolute minimum of a monthly 5 hour clean is recommended for unoccupied homes

Alarm system

• Annual agreement with preferred vendor

Plumbing/ septic

• Annual preventative service agreement

Landscaping

• Dependent upon property size, amount and complexity of flower beds and trees planted and landscape desires

• Spring clean-up, blow out all beds and lawn, weeding and edging of beds, mulch beds, weekly grass cut, weed whacking, deck blowing, power washing of stone walkways and decks, and driveway maintenance

• Lawn care – fertilizer, crabgrass prevention, insecticide and weed control

Pool/Spa

• Pool and spa opening and closing, drain and pressure wash as needed

• Weekly pool and spa maintenance

Irrigation

• Monthly maintenance

HVAC

• Recommended year-round management agreement

Technology

• A yearly agreement to service audio/visual equipment including an annual system check providing recommendations for updating and optimizing equipment

Fireplace

• Contract for once yearly servicing and cleaning

Additional as Needed Services

• Upholstery / carpet cleaning

• Paint touch-up

• Deck re-finishing

• Roof inspection for missing tiles

• Back-up generator maintenance and servicing

• Window and gutter cleaning

• Ocean spray corrosion and rust maintenance

• Additional garbage removal

BRINGING A HOME TO MARKET FROM REPAIRS TO STAGING

CUSTOMIZED HOME SERVICES

Allow us to take the overwhelming task of preparing a home for sale off your shoulders. While your agent focuses on selling your home, our team and licensed vendors take care of everything; from junk removal and hiring movers to window washing and landscaping, we take the stress out of the home sale preparation process.

• Finding the best licensed and qualified vendors

• Furniture inventory

• Maintenance

• Staging

• Mechanical repairs and servicing

• Moving services

• Junk and donation removal

• Painting

• Landscaping and tree work, clean up, fence repairs

• Pest control

• Roof and construction oversight

• Mold remediation and disaster cleanup

• Event planning

• Open house events And so much more…

Home Services Success Story –The Matthams Group

The Matthams Group of Carmel Realty Company enlisted the help of the Home Services team to prepare a new listing for sale. The following items were completed by the Home Services Team, resulting in a quick sale!

• Sourcing of multiple insured, licensed vendors

• Organizers to help sort items in home

• Movers to ship and store items divided between family

• Deep house cleaning

• Window washing

• Pest control

• Yard clean up

• Towing of vehicle

• Remediation

• Staging

OTHER CARMEL REALTY SERVICES

Luxury Vacation Rentals and Management

Specializing in the largest selection of luxury Vacation Rentals in Pebble Beach, Carmel, and Carmel Valley.

For More Information Contact: Katie McAlister

kmcalister@carmelrealtycompany.com

831.622.1000

Long Term Rentals

Specialized placement and full management throughout the Monterey Peninsula.

For More Information Contact: Greg Antognoli

grega@carmelrealtycompany.com

831.622.1000

Commercial Real Estate Sales and Leasing

Representing premier real estate and businesses in downtown Carmel-by-the-Sea.

For More Information Contact: Andrea Splendorio andrea@carmelrealtycompany.com 831.622.1000

Real Estate Sales

For over one hundred years, Carmel Realty Company has proven to be the luxury real estate leader in Carmel, Pebble Beach and beyond.

For More Information Contact: Carmel Realty Company info@carmelrealtycompany.com 831.622.1000

FOUR GENERATIONS OF LUXURY REAL ESTATE

Authentic Market Leaders & True Industry Experts

Carmel Realty Company was founded in 1913 predating the incorporation of the City of Carmel. For four generations since, The Mitchell Family has been a leader in the Real Estate market in Carmel, Pebble Beach and surrounding Monterey Peninsula. In August 2005, Dan and Shelly Mitchell Lynch purchased Carmel Realty Company in order to continue its century of quality and rich tradition as local, authentic, luxury real estate experts. The goal was to remain local business owners and to maintain the family’s impeccable position in the local real estate market.

Carmel Realty Company is the oldest real estate company in Carmel with a rich history and heritage of being family-owned. Our longevity is no accident, it is an incredible brand and brand name. Since 1913, Carmel Realty Company operates upon the principles of integrity, authenticity, work ethic, teamwork, collaboration, communication and exemplary customer service. We are very excited and proud of the company, the vision and our team of professionals who have been handpicked, proven and benchmarked as the best in the business.

In the last two decades the company has brought in new leadership, updated processes, built

a significant internet position, embraced new advertising campaigns and selected an experienced network of our most trusted and accomplished professionals. Our staff has increased to accommodate and exceed our recent growth to provide hands-on care that is often overlooked. We have attracted committed leaders and professionals who are proud to be a part of a locally owned and proven boutique luxury firm. The company is committed to remaining the clear leader when it comes to representing Buyers, Sellers, Owners and Tenants for an unmatched experience. There is no other company on the Peninsula that can compare to our experience, our network, our collaborative and team-selling/team management structure, or our inventory of high-end rental homes and listings. The company is dedicated to matching these premier homes with world-class customer service.

In over 100 years of service, we have established trusted relationships with homeowners, visitors, Buyers, Sellers, Tenants, and the trades required to be excellent in our field. We leverage our experience and network to make connections between Buyers and Sellers that no other company on the Peninsula can match.

We Are Proud and Honored to Be Recognized as the Top Performing and Locally Owned Brokerage

Best Property Management Company

Monterey Herald Readers’ Choice Awards 2016-2019, 2022

Carmel Pine Cone Golden Pine Cone 2023 Best Real Estate Company Monterey Herald Readers’ Choice Awards 2018-2024

Carmel Pine Cone Golden Pine Cone 2011-2015, 2017-2022 & 2024

Monterey County Weekly Best Of 2019-2024

Best Company For Giving Back Monterey Herald Readers’ Choice Awards 2020-2022

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