The Navigator Marketing Magazine 2024

N VIGATOR THE

SELLING YOUR PROPERTY WITH CHARTER ONE REALTY

2024

EAL LT Y CHARTER ONE REA

#1 Ranked Real Estate Company in The Lowcountry

OUR HISTORY Local Roots Since 1986

Our history is a remarkable journey, with its origins tracing back to the mid-1980s when Charter One Realty was founded. Since our earliest days in the Coastal Lowcountry, we have remained a brokerage leader in the real estate industry by nurturing strong relationships with our clients and the communities we serve.

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Deeply Rooted

in your success With multiple generations of real estate experience as the foundation of our company, Charter One Realty is rooted in the rich history of the Coastal Lowcountry and driven by a vision to be the trusted real estate partner for future generations.

For more than 30 years, Charter One Realty has always placed a strong emphasis on meeting the unique needs of our clients. Our status as an industry leader is the direct result of our unwavering commitment to providing every client with expert guidance, respect, and an exceptional, enjoyable customer experience.

When you choose to work with a nationally recognized company that feels more like a close-knit family, you are in for a memorable experience. Positive outcomes emerge when you infuse personality into exceptional property listings, embrace innovative marketing strategies, and leverage cutting-edge technology.

30

+

Years in the Lowcountry

175

+

Sales Professionals

50

+

Supporting Staff

50K+

Lifetime Transactions

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A History of Success Since 2001

In the heart of the Lowcountry, our brokerage dominates across all price ranges— representing and marketing a higher volume of properties for sellers while attracting a larger pool of buyers. This ensures that you, our valued client, benefit from the guidance of seasoned professionals who excel in connecting buyers and negotiating successful property sales. In 2023, we unleashed this proven expertise in the Coastal Empire, setting the stage for unparalleled success in the region.

19,000+

13,000+

SELLERS REPRESENTED

BUYERS REPRESENTED

More Than 2 Times the #2 Brokerage

More Than 3 Times the #2 Brokerage

We Are

FULL-TIME AGENTS &

THE TRUSTED CHOICE For Your Representation

In the end, we bring more buyers and sellers to the table!

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OUR TRACK RECORD Results That Speak for Themselves

Sales Volume by Company For All Hilton Head Island & Mainland Areas Closed Between 01/01/23 & 12/31/2023

$1.4 Billion+ ($1,478,643,802)

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COMPANY #2

$673M

COMPANY #3

$325M

COMPANY #4

$317M

COMPANY #5

$312M

C H A RT E R O N E R EA LTY.COM

#1 RANKED Real Estate Company in the Lowcountry 2023 REAL ESTATE SALES

Strength in Numbers Buyers & Sellers Work with Charter One Realty.

BROKERAGE

2023 SALES VOLUME

2023 SELLERS REPRESENTED

2023 BUYERS REPRESENTED

CHARTER ONE REALTY

$1.47B

880

753

COMPANY #2

$673M

385

678

COMPANY #3

$325M

512

204

COMPANY #4

$317M

154

148

COMPANY #5

$312M

279

236

Representing All Price Points Regardless of price, clients of Charter One Realty benefit from our firm’s state-of-the-art marketing and professional service.

This information is based on data provided by Resides MLS. Resides MLS does not guarantee and is not in any way responsible for its accuracy. Data provided by Resides MLS may not reflect all real estate activity in the market.

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THE TRUSTED NAME in Luxury

Most of the Lowcountry’s luxury listings share one thing in common: Charter One Realty.

Why It Matters To You: Charter One Realty has earned a reputation as the trusted choice for the Lowcountry’s luxury properties.

Each opportunity fuels a database of new buyer interest, experience, and connections that enable us to perform better than any other local firm for the task at hand.

2023 Market Share of Luxury Sales Charter One Realty 26%

8%

Keller Williams 8% Palmetto Bluff Real Estate 5%

5% 26% 4% 4%

Sea Pines Real Estate Companies Combined 4% Daniel Ravenel Sotheby’s 4%

$1 Million Plus Properties This information is based on data provided by Resides MLS. Resides MLS does not guarantee and is not in any way responsible for its accuracy. Data provided by Resides MLS may not reflect all real estate activity in the market.

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Representing More $1 Million Plus Buyers Than Any Other Brokerage In The Lowcountry Shown in Number of Buyer Purchases | January 2023 - December 2023

183 COMPANY #2

89

COMPANY #3

47

COMPANY #4

40

COMPANY #5

39

Representing More $1 Million Plus Sellers Than Any Other Brokerage In The Lowcountry Shown in Number of Seller Transactions | January 2023 - December 2023

269 COMPANY #2

64

COMPANY #3

47

COMPANY #4

41

COMPANY #5

40

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LOCAL RANKINGS Charter One Realty

#1 #1 #1

Ranked Real Estate Brokerage in the Lowcountry for closed sales volume and transactions since 2001 Luxury Brokerage for closed sales volume and transactions of $1 Million+ properties Ranked Real Estate Brokerage Representing Both Buyers AND Sellers in the Lowcountry

Voted Best Real Estate Company Several Years in a Row

Over 175 Sales Associates

And More Than 50 Service Professionals

10 Office Locations Across the Lowcountry & Coastal Empire

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NATIONAL RANKINGS Charter One Realty

Charter One Realty ranks among real estate’s elite brokerages according to several independent organizations that monitor and measure the industry.

TOP

With a total sales volume of over $1.4 billion and completing more than 1,600 transactions in 2023, Charter One Realty placed among the top national brokerages in the U.S. according to the Swanepoel Mega 1000 list, RIS Media Power Broker Survey, and the REAL Trends 500.

1%

With approximately 86,000 real estate brokerages nationwide, Charter One Realty ranks among the top 1% of all U.S. brokerages.

SWANEPOEL MEGA 1000 LIST

#219 RANKED

out of the top 1,000 brokerages in the U.S. based on sales volume.

RIS MEDIA POWER BROKERS

#204 RANKED

out of the top 1,000 brokerages in the U.S. based on sales volume.

TOP

REAL TRENDS 500

500

Ranked in the top 500 Brokerages in the U.S. by sales volume and transaction sides.

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THE MARKETING A Personalized Plan Charter One Realty stands as the premier real estate firm in the Lowcountry, distinguished by its exclusive in-house, full-service Marketing Department and a state-of-the-art Print & Mail Center.

Fueled by a blend of innovation and decades of expertise, our inhouse services provide clients with an unparalleled experience and a product that defies imitation or duplication. The collateral material we deliver is undeniably among the finest in the Lowcountry.

Boasting resources that include award-winning photographers, videographers, and skilled marketing professionals, the Charter One Realty marketing team comprehensively understands the nuances necessary to effectively market properties across all price points, driving sales through meticulously crafted and polished marketing endeavors.

Our robust marketing program strategically showcases Charter One Realty listings, maximizing exposure to a wider audience of potential buyers. Employing cutting-edge technology platforms and time-tested marketing methods, we have crafted a winning formula that consistently delivers tangible results.

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THE JOURNEY Your Property will Make

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THE STORY IS WRITTEN...

It’s All About Sharing It

PRINT PRINT

DIGITAL DIGITAL

EMAIL EMAIL

DIRECT DIRECT MAIL MAIL

At Charter One Realty, we believe that every home has a story to tell. For this reason, we use the most advanced platforms, advertising, and marketing resources to tell the story of your home and properly position your property in the marketplace.

ANNOUNCING YOUR PROPERTY The most significant interest in a property happens within the first few weeks of being on the market - which is why one of our first initiatives will be to announce your property to Real Estate Professionals throughout the Lowcountry, including agents who belong to Hilton Head Island MLS (aka Resides MLS), Beaufort MLS (aka Lowcountry Regional MLS), and Savannah MLS (aka Savannah Multi-List Corporation). Additionally, we will create a compelling marketing campaign, including a high-end property brochure with professional photography.

D I R E C T M A I L & D I G I TA L M A R K E T I N G Charter One Realty showcases your property before the largest pool of homebuyers with both online efforts and direct mail campaigns. Our proven marketing plan is built around exposure - all of which is tailored to address the specific challenges and opportunities of the Lowcountry real estate marketplace.

Our in-house marketing, print house, mail center, and internet marketing departments swiftly produce high-quality marketing materials with new ideas and innovations that set our real estate professionals and clients apart from the competition. From direct mail targeting specific buyers to digital marketing campaigns, the story of your property will be presented to the most qualified buyers.

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PROPERTY PROMOTIONS Campaigns Where They Matter Most

Our marketing team employs the power of social media to amplify your property’s presence. Through compelling property photos and videos, we generate an electrifying buzz that resonates across Facebook, Instagram, Twitter, YouTube, and Tik Tok, captivating the audience on CharterOneRealty.com. Our agents harness the full potential of our social media sharing tools, seamlessly promoting clients’ properties and disseminating crucial real estate and local news to an ever-growing consumer base.

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THE EXPOSURE Only with Charter One Realty

10M+ More than 10M unique page views

400

Potential buyer leads generated each month

175

CharterOneRealty.com was visited by international visitors from over 175 countries around the world

D I G I TA L A D VA N TA G E Our online syndication ensures that your property is elegantly showcased to a qualified, world-wide audience. We do not rely solely on the MLS. Your property will have the presence it deserves on more than 900 real estate websites including Realtor.com, Trulia, Zillow, LuxuryRealEstate.com, and more.

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Top 10 Visiting Countries to CharterOneRealty.com United States

France

Canada

Brazil

United Kingdom

India

Australia

Philippines

China

Japan

SEARCH ENGINE MARKETING Our innovative online marketing campaign has placed us in top positions on all search engines - which means when your property is listed with Charter One Realty, it will receive maximum exposure. Charter One Realty has also enlisted the services of a dedicated Search Engine Marketing firm

focused on expanding our digital footprint both locally and globally. We have allocated a six-figure annual budget to promote our properties and take the necessary steps to ensure Charter One Realty listings are seen by engaged and qualified buyers.

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#1VISITED Real Estate Website in the Lowcountry

CharterOneRealty.com

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IT IS NOT ABOUT BEING ONLINE IT IS ABOUT BEING FOUND ONLINE. We continue to push boundaries and learn new techniques to drive the most relevant buyers to CharterOneRealty.com maximizing the potential for your property to be found quickly on the web.

Our innovative online marketing campaigns place us in top positions on all search engines, which means that when your property is listed with Charter One Realty, it will receive maximum exposure ensuring your listing is seen by engaged and qualified buyers.

WEBSITE VISITOR TRAFFIC FROM JANUARY - DECEMBER 2023 Top 10 local brokerage websites as ranked by visitors.*

Our Effective Print & Digital Techniques Produce

BlufftonRealEstates.com

DanielRavenelsir.com

Page #1

of Search Engines

Weichertcp.com

100,000

HiltonHeadRealEstateS.com

150,000

HiltonHeadHomes.com

Found on

200,000

TheAllianceGroupRealty.com

Pageviews in 2023

250,000

LowcountryRealEstate.com

1.8 Million

+

NUMBER OF WEBSITE VISITORS

Website Visitors in 2023

HomesonHiltonHead.com

Nearly 350,000

CharterOneRealty.com

300,000

CollinsGroupRealty.com

350,000

0

*This information is based on data provided by SimilarWeb from January 1, 2023 - December 31, 2023. The content, data, and other information contained and provided on or through the product is for informational purposes only. Such information is believed to be reliable; however, SimilarWeb does not warrant its accuracy, timeliness, or completeness.

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LUXURY AFFILIATES Global Exposure We provide an unmatched level of international exposure to the world’s most affluent homebuyers and a global referral network linking us to the top real estate brokers worldwide through our exclusive luxury partnerships.

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THE LUXURY NETWORK Only with Charter One Realty

LEADING REAL ESTATE COMPANIES OF THE WORLD Selling more homes than any other national real estate organization, the brokers that make up this network excel because of their ability to make referrals to one another with ease and frequency. Leading Real Estate Companies of the World brokers are ranked #1 in more top US markets than any franchise and represent properties in ALL price ranges.

Charter One Realty residential listings are promoted on LeadingRE.com, found from 550 affiliate websites throughout 73 countries, and showcased to more than 138,000 associates worldwide.

LUXURY PORTFOLIO INTERNATIONAL The unified collection of the world’s most experienced, respected and well-known experts in luxury real estate, this powerful network participates in more transactions than any other national franchise or global real estate organization.

200 luxury affiliates | 55 countries | LuxuryPortfolio.com | For listings $1 Million and up Charter One Realty's $1M+ residential listings are posted on LuxuryPortfolio.com and displayed on key websites worldwide, including The Wall Street Journal, Mansion Global, MarketWatch, Barron’s, Penta online, Juwai, YouTube, WeChat, Country Life, JamesEdition, Expansion, and Bloomberg Property Listings.

WHO’S WHO IN LUXURY REAL ESTATE For over 36 years, Who’s Who in Luxury Real Estate has represented the world’s top high-end real estate professionals from both independent and franchised companies and provided them with the best possible marketing tools and connections to the best luxury real estate professionals around the world. For listings $500,000 and up.

Charter One Realty residential listings ($500K+) are promoted on LuxuryRealEstate. com and found from 450+ affiliate websites throughout 50 countries and showcased to more than 130,000 associates worldwide.

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AN EXCLUSIVE NETWORK Reaching High-Net-Worth Buyers Around the World

g LUXURY PORTFOLIO & LEADINGRE g LEADINGRE

YOUR ASSURANCE OF QUALITY The quality of the professional you retain and the company for which they work should be unquestionable.

Companies that apply for membership in Leading Real Estate Companies of the World® must meet a standard of quality and performance to be accepted and remain in the network. Furthermore, even fewer firms qualify for entry into Luxury Portfolio International.® These brands truly are a mark of excellence.

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ONLY 20%

of brokerages qualify for membership

© 2021 Luxury Portfolio International® | Each firm independently owned and operated. Equal Housing Opportunity.

When Your Property is Listed with Charter One Realty it is Posted on LuxuryPortfolio.com* More than 3 million affluent consumers visit the flagship website, LuxuryPortfolio.com, every year to browse in a setting dedicated solely to significant properties and a discerning lifestyle.

And Displayed on Key Websites Around The World wsj.com

ons & Websites

propertylistings.ft.com

mansionglobal.com

jamesedition.com

barrons.com and Penta online

juwai.com

leadingre.com

countrylife.co.uk

expansion.mx

marketwatch.com

WeChat

romotion

all properties automatically n additional

o find your listing and your marketing plan our seller.

luxuryportfolio.com to sync on all websites; see pricing

*For qualifying properties.

CH ARTERO NERE A LTY. CO M 29 LUXU RY P O R T FO L I O I N T ER NAT I O NA L® M ED IA K I T 2023 | 24

#1 LUXURY WEBSITE In The World

LuxuryRealEstate.com The Webby Award-Winning Luxury Real Estate Website with the Most Multi-Million Dollar Properties LUXURYREALESTATE.COM

25,126

SOTHEBY’S

22,320 21,247

CHRISTIE’S

20,495

LUXURY PORTFOLIO

11,778

SAVILLS

10,879

KNIGHT FRANK CB GLOBAL LUXURY

8,683

When your Property is Listed with Charter One Realty, it is Showcased on the #1 Portal for Luxury Properties

A GLOBAL COMMUNITY of Local Experts For over 36 years, Who’s Who in Luxury Real Estate (LRE®) has represented the world’s top high-end real estate professionals from both independent and franchised companies and provided them with the best possible marketing tools and connections to the best luxury real estate professionals around the world.

The global relationships cultivated through members of Who’s Who in Luxury Real Estate provide unmatched promotion for your luxury real estate and connections to local real estate professionals around the world.

This hand-selected group with properties in more than 60 countries collectively sells over $300 billion of real estate annually making it the most elite and comprehensive luxury real estate network in the world.

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Charter One Realty: 175+ Sales Professionals 10 Offices Who’s Who of Luxury Real Estate: 130,000+ Sales Professionals Member Offices in 35+ Countries

GLOBAL LUXURY SEARCH Who’s Who in Luxury Real Estate members around the world display the Global Luxury Search link on their websites allowing visitors to view the entire LuxuryRealEstate.com collection of properties from their local real estate websites providing both local and global promotion of your luxury real estate.

Your property can be found from

450+ Affiliate Sites in 40+ countries

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THE REFERRAL NETWORK The Largest Global Network of Independently Owned Real Estate Companies

Only with Charter One Realty

550

4,900

70+

138,000

companies

offices

Maximizing the exposure of your property to motivated buyers looking to relocate.

1.2 $586 BILLION MILLION Total Annual Home Sales Volume

Global Transactions Annually

More Sales Volume than Any Other Real Estate Network, National Brand, or Franchise 32 C H A RT E R O N E R EA LTY.COM

countries

sales associates

Sourced from REAL Trends 500 for 2023, realtrends.com.

GLOBAL PARTNERSHIPS Global Network In our local community, Charter One Realty attracts top-tier talent, both in sales and support, who are dedicated to achieving your desired results when selling your home. With a wealth of experience spanning thousands of transactions, we understand that your property’s potential buyer may not necessarily hail from the Lowcountry.

leading cities across the nation and around the globe. This extensive network represents the most substantial pool of potential buyers, offering your property increased visibility in markets with a history of relocating to the Lowcountry.

And if the sale of your home marks the beginning of your next adventure, rest assured that our worldThis understanding has led us to form strategic class associates stand ready to help you find your partnerships with reputable professionals in next residence, making it feel like home once more.

$18

$12

$12

REALTY ONE GROUP

ERA

BETTER HOMES AND GARDENS

$24 CORCORAN

$21

$30 HOMESMART INTERNATIONAL

UNITED REAL ESTATE

$32 CENTURY 21

$97

$120 BERKSHIRE HATHAWAY HOMESERVICES

RE/MAX

$124 SOTHEBY’S INTERNATIONAL REALTY

COLDWELL BANKER

$233

$312 KELLER WILLIAMS

LEADINGRE

CHARTER ONE’S REAL ESTATE NETWORK

$353

2023 U.S. Home Sales Volume Among Top 500 U.S. Real Estate Firms

NETWORKS, FRANCHISES AND COMPANIES

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When Your Property is Listed with Charter One Realty it is Promoted on LeadingRE.com

Found on

550

Affiliate Websites

Throughout

73

Countries

Presented to

138,000

Associates Worldwide

WELL-CONNECTED Our network connects us, and you, to luxury experts and buyers in 800+ major cities from Bangkok to Barcelona — not just within one brand or company, but among the finest, most wellknown leaders in each market. These relationships generate thousands of client introductions and billions in sales each year. *Reserved for Properties Listed at $500,000 and above.

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THE FULL EXPERIENCE Our Commercial Division

The brokers of the Charter One Realty Commercial Division have over 60 years combined experience with education levels ranging from degrees in finance, real estate and urban analysis, business law, civil engineering and an MBA. Our brokers are dedicated to their craft with accreditations including Certified Commercial Investment Members, serving on local advisory boards, and keeping current with the local County and Town activities in our area. They have the relationships here locally to accomplish any goals you may have as an investor or a company. They accomplish your goals with integrity, discipline, and trust within our local area. It is their local connections and expertise that make them resourceful and efficient in accomplishing your goals in a timely manner.

As a full-service commercial and residential real estate brokerage conducting the lion’s share of transactions in the Lowcountry, our client base is a wealth of referrals who want to invest in commercial real estate, buy land and develop, or simply learn more about how they can become involved in commercial real estate.

This fact alone sets us apart from any other commercial real estate company in our service area. Our sales professionals embody our brand which conveys integrity, strength, and trust.

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THE COMMUNITY COMMITMENT Being Good Neighbors

Charter One Realty Leads by Example in Supporting the Coastal Empire and Lowcountry Communities

By Hannah Massen When it comes to real estate in the Lowcountry, Charter One Realty has been an established leader for more than three decades – with the agency’s depth of market knowledge, negotiation skills and years of experience inspiring trust and confidence from their many clients.

However, along with the team’s passion for real estate, the agents at Charter One Realty are also driven by another passion that is helping them lead the way, and truly “lead by example” in the Coastal Empire and Lowcountry: their passion for giving back -and for being a good neighbor by giving their time, energy and donations to those less fortunate in the community.

company’s DNA. Every year, we donate 10% of our profits to support area non-profit organizations whose missions align with our goals for benefiting the community. We recognize that these organizations are enriching the lives along with the quality of life for all of the citizens in our community. The way that we look at it, we are simply doing our part. We view it as both a privilege and a responsibility.

Our community supports us and we owe it to the community to reciprocate.”

“We value the strength of the relationships we have built with those neighbors, and the community we are all building together.”

“All of us here in Charter One Realty recognize that we have been blessed with success due to the support for our business from our community,” said Tom Reed, Broker-in-Charge, who among other philanthropic activities serves as Chairman of the Board of Osprey Village, a nonprofit organization developing housing options and support services for local adults with developmental disabilities. “Giving back to our community as a way of saying ‘thank you’ is in our 38 C H A RT E R O N E R EA LTY.COM

Since its inception, Charter One Realty (which has ten offices throughout the Coastal Empire and Lowcountry) has supported the Hilton Head Symphony Orchestra and watched it grow into one of the most renowned small-town symphonies in the world. They also support the Arts Center of Coastal Carolina as they elevate the Lowcountry’s thriving arts scene through producing plays, hosting art classes, and holding gallery shows for local artists.

The real estate firm does not only support arts and culture organizations – they are proud to lead efforts to

help support a number of other established and important community organizations throughout the Coastal Empire and Lowcountry, including Deep Well, Hilton Head Heroes, First Presbyterian Day School, and the RBC Heritage Presented by Boeing. Charter One was named a Diamond Sponsor by Volunteers in Medicine and was proud to present VIM with a check for $20,000 last year. The firm is also leading the way and setting an example for others by providing financial support to help local organizations make much-needed purchases, helping to purchase two box trucks for Osprey Village and three box trucks for Hilton Head Regional Habitat for Humanity.

In addition, not only do the agents at Charter One Realty lead the way in helping people buy and sell their homes, but they are leaders in helping to give of their time and talents in helping to build homes for an important cause, as well.

Many of the agency’s volunteers help Hilton Head Regional Habitat for Humanity build houses for families in need on and off the island.

A proven leader in so many ways, the charitable arm of Charter One Realty donates a significant portion of its profits to local organizations every year – but notes that their dedication to helping the Coastal Empire and Lowcountry thrive, and their love for their community, goes far beyond the numbers.

“The Coastal Empire and Lowcountry are our home and the people behind these organizations, and those they serve, are our neighbors,” said Reed. “We value the strength of the relationships we have built with those neighbors, and the community we are all building together.”

That’s what leadership and being a good neighbor are all about.

3

takeaways

FOR CREATING A COMPANY CULTURE THAT “GIVES BACK”

1 2 3

Attract those whose personal values align with your company’s values. “At Charter One Realty, our vision and mission statements are founded on the principles of Integrity, Professional Service and Leadership, with leadership in the communities in which we work and live a key factor for our charitable arm.”

Foster a culture that lends itself to a desire to serve -- and hold each other accountable to deliver when needed.

When it comes to volunteering, do it together!

Working together, celebrating the big wins together and laughing together as often as you can makes it fun - and it’s awesome to be part of such a great work family.

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CHARTER ONE REALTY 11 & 5 Park Lane, Hilton Head 843-785-4460 CHARTER ONE REALTY BEACH MARKET 2 N Forest Beach Drive, Suite 119, Hilton Head 843-785-1115 CHARTER ONE REALTY NORTH 200 Merchant Street, Hilton Head 843-681-3307 CHARTER ONE REALTY PROMENADE 1 Promenade Street, Suite 101, Bluffton 843-815-0055 CHARTER ONE REALTY COMMERCIAL 1 Promenade Street, Suite 101, Bluffton 843-815-0055 CHARTER ONE REALTY BELFAIR 2 Belfair Oaks Boulevard, Bluffton 843-757-7710 CHARTER ONE REALTY BERKELEY HALL 1024 Berkeley Hall Boulevard, Bluffton 843-815-8400 CHARTER ONE REALTY SUN CITY 10 William Pope Drive, Bluffton 843-705-2830 CHARTER ONE REALTY BEAUFORT 203A Carteret Street, Beaufort 843-379-4460 CHARTER ONE REALTY SAVANNAH QUARTERS 100 Blue Moon Xing #114, Pooler, GA 31322 912-450-2300

CharterOneRealty.com Ranked Among the Top 500 Brokerages in the U.S.