Presented by VINCENT MORRIS DRE# 01860044 Prepared for BARRO FAMILY TRUST 1743 Whitehall Road, Encinitas
no one knows encinitas like
SOLD 1784 HAWK VIEW DRIVE
like i do
SOLD 1295 URANIA AVENUE
NOTABLE
565 SOUTHBRIDGE COURT ENCINITAS
1784 HAWK VIEW DRIVE ENCINITAS
4565 SEA BLUFF CARLSBAD
656 CYPRESS ENCINITAS
NOTABLE SALES BLUFF CIRCLE CARLSBAD 688 CRETE
ENCINITAS HILLS DRIVE ENCINITAS
ENCINITAS
COURT
507 TRANQUIL COURT
Vincent Morris is North County’s premier real estate agent. Since 2000, Vincent has consistently ranked among the top real estate agents in the nation. His volume and production of over 820 homes brokered has earned him numerous distinguished honors spanning throughout his real estate career. Year after year, Vincent has been voted a ‘Five Star Real Estate Agent” by San Diego Magazine and has ranked among the top 1.5% of agents nationwide in Wall Street Journal & Real Trends Tom Ferry’s The Thousand. Year after year, he has also been voted a ‘Five Star Real Estate Agent” by San Diego Magazine, Google, Yelp & Zillow.
Vincent is known best for his professionalism, attention to detail, and strong negotiating skills which has earned him a five star rating on both Zillow and Yelp. His extensive experience
DRE# 01860044 | 760.712.6876 | vincent@vincentmorristeam.com
VINCENT
and vast market knowledge makes him a powerful negotiator and advocate for his clients. With his experience in North County residential homes sale, luxury fine home sales and new construction markets, Vincent is a valuable advocate for both his clients and agents alike.
Vincent’s established 30 year career in sales and marketing includes more than 500 commercial leasing and acquisition transactions, serving as a director of sales and marketing, and as a CEO and President of a successful retail chain with over 94 locations. Vincent’s entrepreneurial background, sales and marketing experience, and his love of working with people led him to his successful real estate career for over 22 years.
MORRIS vincent@vincentmorristeam.com | vincentmorristeam.com
Vincent Morris is a very experienced and truthful agent. He did a phenomenal job in the sale of our home in Carlsbad recently. To increase the value of our house, he made several invaluable improvement suggestions. Because I had already moved out the house and live in San Francisco area, he did everything for me: from changing flooring, staging, showing to contract negotiation with the buyers. The results are far better than I expected. I trusted him, relied on him. I would highly recommend Vincent to be your agent.
— Benda Yan | SELLER
WORDS FROM
Vincent is wonderful - honesty, integrity, experience working with him on what been a troublesome property - he sold (over the top price) and smoothly monitored returning calls, watching things, never competent and a real pleasure with strongly for a pleasurable and successful —
My experience with Vincent Morris could not have been better. The level of attention, professionalism, and care that he brings to his work is really too notch. When my mother passed unexpectedly, my brother found was referred to Vincent to help selling her house and it was the best choice we could have made. Vincent helped us navigate getting the house ready for market and assisted in getting repairs and marketing done even though my brother and I lived in different places. At a time when we were dealing with stress and grief, Vincent helped keep
things away people not have
FROM CLIENTS
integrity, and intelligence. What a great what for other agents could have sold it within three days of listing monitored it thru closing, swiftly never a panic nor a crisis - totally whom to work. I recommend successful experience.
— Wayne Chapman | SELLER
I worked with Vincent Morris long distance over the course of several years. He stayed in touch and I told him when we did sell I would use his services. Thank heavens for Vincent! Our house needed almost $30,000 in updates and repairs. He handled everything within a few short weeks and SOLD the house in 6 days from listing it for considerably more than we had originally discussed.My advice, would be to not trust Vincent and his highly professional team.
— Amanda McBreen | SELLER
things on track and we were able to sell within days of listing at more than asking price. Vincent responded right away to any issues, clarified any confusion and saved us money and stress by having really great and affordable people work for him. The other realtors that we met with before Vincent wanted to list the house for less and did not inspire confidence. Beyond being a professional Vincent is a kind, and genuine person and I am grateful to have worked with him!
— Christopher G. | SELLER
When the prestige of the Coldwell Banker® name aligns with the expertise of today’s leading luxury real estate masters and the reach of an international network in 41 countries and territories, the extraordinary is possible.
BRAND POWER
GLOBAL CONNECTIONS A LUXURY LEADER
MARKETING MASTERS
This is the Coldwell Banker Global Luxury® program at its essence.
EXPERIENCED REPRESENTATION
your local experts
1,000+ agents
4,752 closed transactions in 2021
$3.81 billion closed sales volume in 2021
GUIDING YOU
Coldwell Banker was built on the principles of honesty, integrity and always putting clients first. We changed the industry then and continue to do so today.
We started 15 years ago in one small office in Bonita. We now have over 1,000 agents and 12 offices across San Diego County, and we’re the fastest-growing franchise within the brand nationwide. We are continually growing and expanding, and our reach is limitless.
Our full range of real estate services includes residential, commercial, mortgage, escrow, relocation, and property management. We are here to help you with all of your real estate needs.
YOU HOMe
experts
accolades
Our incredible production in 2021 earned us the following recognitions:
TOP 5
TOP 11% #1 #6
Ranking among the top 5 real estate brokerages in San Diego County for units and sales volume*
Coldwell Banker Chairman’s Circle award, representing the top 11% of affiliates nationwide
The #1 Coldwell Banker affiliate company in California
The #6 Coldwell Banker affiliate company nationwide
*Source: San Diego Business Journal, March 21, 2022 list of largest residential real estate brokerages in San Diego
BRAND POWER
A name that commands instant respect and trust the world over
century to In anticipated
*Data
A CENTURY OF “FIRSTS”
The Coldwell Banker® brand has always lived on the cutting edge of luxury, cemented by more than a century of innovation. This pioneering spirit can be traced from San Francisco’s Financial District in 1906, to Manhattan’s prestigious Madison Avenue in 1933 as luxury real estate marketing was revolutionized by capturing fine estate homes on film, to our worldwide presence today as a trailblazer in video, mobile, social media and smart-home technology.
2020, we unveiled an exciting change to the Coldwell Banker Global Luxury® program – with the muchanticipated debut of a new look. The redesigned Coldwell Banker Global Luxury® logo elegantly reflects the exceptional nature of the program’s Luxury Property Specialists and that of their distinguished clientele.
1906 1933 2010 2017 2018 2020 2020
Two visionaries establish Coldwell Banker on the foundation of ethical business practices in the real estate industry, a first for its time.
For the first time, prized estates are marketed through motion-picture technology.
Coldwell Banker Real Estate becomes the first national real estate company to launch a YouTubeTM channel.
A new era of luxury real estate begins with the Coldwell Banker Global Luxury program.
The Homes & Estates publication wins Gold at the 2018 Astra Awards from New Jersey Communications, Advertising and Marketing Association (NJCAMA).
Coldwell Banker affiliated agents handled 32,663 transaction sides and, on average, $168.4 million in $1 million+ home sales each day*.
Coldwell Banker Global Luxury launches an elegant new logo and design style.
*Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2020. USD$. Total volume calculated by multiplying the number of buyer and/or seller sides by sales price.
GLOBAL CONNECTIONS
Crossing oceans, continents, and language barriers
The Coldwell Banker® brand is a true global force, with the power to showcase exceptional
100,000+ AGENTS
Argentina Aruba Bahamas Bermuda Cambodia Canada
Islands Chile
Rica
Cyprus
Republic Egypt England France Grenada
Indonesia Ireland Italy
3,000 OFFICES Andorra
Cayman
China Costa
Curaçao
Dominican
India
Jamaica Luxembourg POWER IN
NUMBERS
exceptional properties and reach affluent buyers around the world and in dozens of languages.
41
COUNTRIES & TERRITORIES
Malta
Mexico
Netherlands
Portugal
Sint Maarten
Singapore
Spain
St. Kitts and Nevis
Thailand
Turkey
Turks and Caicos
United Arab Emirates
United States
Uruguay
Virgin Islands (British)
Virgin Islands (U.S.)
3,000 OFFICES
Indonesia Luxembourg
A LEADER IN LUXURY
Exceeding expectations and creating exceptional experiences
SUCCESS BY THE
The Luxury Property Specialists aligned with the Coldwell Banker Global Luxury® program expectations and creating exceptional experiences for their discerning clients every
$168.4 MILLION in sales each day* (16% year-over-year growth)
$1.9 MILLION average sales price transaction
*Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell
THE NUMBERS
program are masters at their profession, ranking among the best in the world by exceeding every day. In 2020, Coldwell Banker® affiliated agents achieved tremendous results:
$1.9 MILLION
rice of $1 MILLION+ transaction sides*
32,663
SIDES
$1 MILLION+ transaction sides*
Banker franchise system for the calendar year of 2020. USD$. Total volume calculated by multiplying the number of buyer and/or seller sides by sales price.
LANDMARK SALES AND LISTINGS
A history of selling distinctive real estate
PALAZZO D’AMORE
Beverly Hills, California | Listed at $195 million
PLAYBOY MANSION
Holmby Hills, California | Private sale
CAROLWOOD DRIVE ESTATE
Holmby Hills, California | Listed at $150 million
THE MALIBU CASTLE
Malibu, California | Listed at $85 million
VILLA SWALETTINA
Roquebrune Cap-Martin, France | Listed at $84 million
THE BEVERLY HOUSE
Beverly Hills, California | Listed at $135 million
THE ONE
Bel Air, California | Listed at $500 million
THE BUBBLE PALACE
Cannes, France | Listed at $390 million
CHARTWELL MANSION
Los Angeles, California | Listed at $195 million
THE MANOR
Holmby Hills, California | Sold for $120 million
DEL MAR ESTATE
Newport Coast, California | Sold for $61 million
THE PROMONTORY
Beverly Hills, California | Listed at $46.75 million
8 9 STAR ISLAND
Miami Beach, Florida | Listed at $80 million
901 N. ALPINE
Beverly Hills, California | Listed at $73 million
2014 2016 2017 2018 2019 2020 2021
MARKETING PLAN
Bringing luxury to life with seamless representation
1743 Whitehall Road, Encinitas
BUYER PROFILE
Utilizing migration, home and demographic data, our CBX Buyer Locator Report is able to provide insights moving into the 92008 zip code, as well as the best zip codes to target in our advertising efforts, based on 92008’s demographics. The results of this analysis indicate that along with advertising to the local San Diego should target the following areas in our marketing strategy: Culver City, Claremont and Torrance.
• Professional drone/aerial photography with more than 75 images
• Custom drone/aerial, 60-second home feature video
• Matterport 3D virtual property tour
• Custom 2-page color brochure on hard stock
• Multi-page digital property storybook
• Property staging (if needed)
ONLINE PROPERTY DISTRIBUTION*
• ColdwellBankerLuxury.com
• ColdwellBanker.com
• Wall Street Journal
• Mansion Global
• Robb Report
• Realtor.com
• JamesEdition
• Market Watch
• Barron’s
• Penta
• Unique Homes
• Zillow
• Trulia
• Homes.com
• Homefinder.com
• Listhub Global: websites in
PRE-MARKETING/HOME PREP OUR COST $400 $850 $295 $175 $0 TBD
to
* Some websites display properties based on criteria such as price point, type or feature. Not all properties will appear on all sites. ListHub Global applies
properties
into
Diego
who is similarities to
Global: 90+ 60 countries area, we COST
properties priced at $2M and up.
Encinitas | MARKETING
1743 Whitehall Road, Encinitas
PRINT ADVERTISING
• Dream Homes — full-page ad within an eight-page center spread
• Premier Magazine — full-page ad within 16 page center spread
• Dream Homes & Premier Magazine - Both inserts will be mailed to individual past clients and affluent buyers both locally and internationally.
• San Diego Union-Tribune Hot Property — cover property
• San Diego Union-Tribune Hot Property — large spot on CBW back cover ad
• San Diego Union-Tribune Hot Property Open House Directory ad
DIGITAL ADVERTISING/SOCIAL MEDIA
• Inclusion in CBW’s monthly Home Simplicity and Luxury Living eMagazines
• Targeted social media advertising on Google, Facebook & Instagram
• Posts to agent’s social media audience
• Wall Street Journal/Mansion Global website “Featured Home”
• Digital listing brochure distribution to local agents
DIRECT/EMAIL MARKETING & ADDITIONAL MARKETING
• Email campaign to past clients and contacts
• Optional 3-day open house event (promoted with oversized postcards and 25+ open house signs)
• Personally promote listing at local market pitch sessions
• Promote your home by contacting top producing agents directly in Encinitas and coastal North County
Encinitas | MARKETING
1,000 CBW agents to send to their client lists 20,000-40,000
DATE OUR COST Monthly Launch Weekly November Launch $0 $350-$550 $0 $78 per month $650 REACH
impressions
Launch TBD Launch Launch $0 $1,750 $0 $0 1,300 contacts 4,500 homes 45-60 agents per city 25-35 agents DATE OUR COST Nov-Jan Dec-Jan Launch Launch Launch Launch $900 $900$600 $275 $135-$194 CIRCULATION 15,000 25,000 10,000 reprints 360,000 360,000 360,000
OUR COST REACH
20,000-40,000 impressions 20,000-40,000 impressions 12.000 agents
DATE
360 O MARKETING
The Coldwell Banker Global Luxury® program offers an impressive global stage property specialists are truly borderless and come armed with a complete audience at all times, no matter where
MARKETING APPROACH
stage from which to showcase your home. Coldwell Banker Global Luxury complete suite of tools designed to share the beauty of your home with an affluent where they happen to be in the world.
MULTI-FACETED PROPERTY
Our goal is to reach the largest pool of potential buyers for your property, a multi-faceted marketing approach that
“Exclusive Look” platform for showcasing your property to CB agents in the local area and across the country
Professional photography
Just Listed postcards and social media posts
Single-property website
Online exposure through hundreds of real estate websites
Digital property storybook
PROPERTY MARKETING
property, thereby maximizing your selling price. To accomplish this, we utilize that maximizes exposure for your home.
Targeted online advertising utilizing our exclusive Buyer Locator report
Seller update reports showing online activity
photography and Matterport
property storybook
After Before
Live and virtual staging
-
Print advertising
STRATEGIC ADVERTISING
To complement the extensive online exposure your property will bring your property to the attention of affluent
DREAM HOMES
MAGAZINE
Monthly Circulation:
14,000+
Print distribution reaches the million-dollar home buyer market in upscale San Diego neighborhoods; each issue is also distributed in Beverly Hills
UNION-TRIBUNE’S SUNDAY REAL ESTATE
Sunday Circulation:
300,000+
Runs in all zones throughout San Diego
SUNDAY JUNE6,2021 METRO SDUNIONTRIBUNE.COM/REALESTATE Open Sun. 3p.m. - age Opportun y rp gA pect - yH y’ for for
ADVERTISING PARTNERS
will receive, we leverage relationships with print media partners to buyers in the San Diego market and beyond.
PREMIER MAGAZINE
Monthly Circulation: 25,000
Circulation includes 4,000 copies distributed in Los Angeles, Orange County, Temecula and Palm Springs
BEACHES & BEYOND (formerly Coastal Magazine)
Monthly Print Circulation: 30,000+
Monthly Digital Circulation: 25,000
Targets San Diego’s most affluent coastal (and some inland) residents
HOMES & ESTATES
Quarterly Print Circulation: 125,000 | Quarterly Digital Circulation: 100,000+
This proprietary publication of the Coldwell Banker Global Luxury® program is distributed four times a year and paired with two leading publications: Unique Homes and The Wall Street Journal. With every issue, your ad reaches affluent buyers in top high-net-worth ZIP codes across the U.S. and in more than 50 countries around the world through a comprehensive distribution strategy.
EXPANSIVE ONLINE
Finding a discerning buyer for a one-of-a-kind property takes ingenuity — and an expert mastered the art of digital marketing, ensuring your property is seen by the widest possible will enjoy immediate syndication through a comprehensive network of prominent real estate UniqueHomes.com and international
coldwellbankerluxury.com
Coldwell Banker automatically listings to hundreds of web partners, the real estate industry’s most
* Mansion Global, Barron’s, Penta and MarketWatch display at $1M+ only. ListHub Global displays properties
ONLINE SYNDICATION
expert command of today’s online arena. The Coldwell Banker Global Luxury® program has possible audience of qualified buyers. Luxury properties that are marketed through the program estate websites, including WSJ.com, NYTimes.com, JamesEdition.com, RobbReport.com, international websites through ListHub Global.
coldwellbankerluxury.com
automatically syndicates partners, including most visited sites. display properties priced properties priced at $2.5M+ only.
ELITE INTERNATIONAL
The Coldwell Banker Global Luxury® program has partnered with real estate websites to maximize the
92+ PORTALS
60+ COUNTRIES
161.37 MIL LION POTENTIAL BUYERS
16 LANGUAGE TRANSLATIONS
INTERNATIONAL SYNDICATION
with some of the world’s most exclusive and high-performance global exposure of your luxury home.
THE LARGEST INTERNATIONAL REAL ESTATE ADVERTISING NETWORK
ListHub Global automatically publishes $2 million+ property listings to leading real estate sites around the world, such as China’s Anjuke, the United Kingdom’s Properstar UK, and India’s 99acres.
COLDWELLBANKERLUXURY.COM
The Coldwell Banker Global Luxury® website connects an affluent audience to some of the world’s lifestyle search allows potential buyers to select properties according to their passions. Multiple language experience. A built-in referral network for Luxury Property Specialists’ exclusive use
• One in 10 visitors to the Coldwell Banker Global Luxury website is international1
• Mobile-friendly, optimized for use on all devices
• 25,000+ luxury property listings around the globe2
1. Google Analytics 2020.
COLDWELLBANKERLUXURY.COM
world’s finest homes. From golf course properties to wine country estates, the website’s cutting-edge language translations and currency conversion tools allow international buyers to tailor their user use links us to other high-end real estate professionals locally and around the world.
• $43 billion+ in listing dollar volume2
• Opportunities to host high-resolution photography, 3-D videos, home tours, content, floor plans, and more. The listings include a beautifully developed digital marketing package and can be “followed” by other agents, increasing visibility.
2020. 2. Collabra 2020.
COLDWELL GLOBAL LUXURY
The Coldwell Banker Global Luxury® blog offers an international of some of today’s leading voices,
1. Google Analytics 2020.
BANKER LUXURY BLOG
international look into luxury and style through the eyes voices, visionaries, and style-setters.
250
THOUSAND+ PAGE VIEWS IN 2020 1
100
THOUSAND+ AFFLUENT SUBSCRIBERS TO GLOBAL LUXURY CURATED NEWSLETTER 2
COLDWELL
2020. 2. Zeta 2020.
MOBILE MARKETING
The Coldwell Banker® brand has long regarded mobile marketing as the future of luxury. designed to give us the ability to respond immediately to online leads
All Coldwell Banker websites feature responsive design, fully optimized for mobile.
MARKETING
luxury. Expertise in the mobile space has led to the creation of a unique suite of products leads and maintain relationships with affluent clients who are on the go.
Coldwell Banker Mobile
Delivers rich media and video integration, attracting affluent buyers seeking exceptional properties.
SOCIAL
The social media landscape is yet another global stage where the beauty of your home may be the Coldwell Banker Global Luxury® banner are among the most widely used sites today,
166 MILLION Impressions
100 MILLION+
Lifetime video views
1. Source: Instagram, 2. Source: Facebook, 3. Source:
MEDIA
be put on display. Powered by a dedicated and expert social content team, the networks under today, delivering a unique perspective on fine living and fine homes all over the world.
4.8 MILLION
Engagements
6.3 MILLION
Link clicks from social to a Coldwell Banker website
Source: Twitter, 4. Source: Facebook, YouTubeTM
COLDWELL BUYER LOCATOR
The Coldwell Banker Buyer Locator is an integral part of our technology suite, intended is located within. Big data and demographics power this cutting-edge tool that It also provides insight into how to target those
BANKER LOCATOR TOOL
intended to provide market research information about the zip code your property enables us to determine where likely buyers for your property are coming from. those buyers and strategically market the property.
• Median age
• Average education level
• Homes with children
• Average family size
• Median commute time
• Average household income
• Median mortgage debt
• Increase in resident’s income
COLDWELL
Created
619.123.4567 Each Office Is Independently Owned And Operated. 619.123.4567 JaneAgentHomes.net DRE# 01234567 Jane Agent 1234 Address Avenue, San Diego, CA SOCIAL
AD
in conjunction with experts from Facebook, Social Ad Engine allows us to generate and Instagram. The platform also provides in-depth analytics and
AD ENGINE
generate quality traffic for your property through custom, targeted campaigns on Facebook and reporting to keep you informed of your property’s exposure.
EXCLUSIVE
Coldwell Banker’s Exclusive Look is a powerful platform for agents to share listings with be shared with all agents in Coldwell Banker West for a specified time period before Banker nationwide network one business
EXCLUSIVE LOOK
with other CB agents before being placed in the MLS. Private, exclusive listings can before the property hits the MLS. Sneak Peek listings can be shared with the Coldwell business day before they hit the MLS.
The Coldwell Banker Global Luxury® program enables us to identify and target the right affluent access to the largest database of high-net-worth individuals in existence, elevating direct interests, the precise audience of affluent buyers most
WEALTH
ENGINE
affluent clientele for your exceptional home. Our partnership with WealthEngine gives us marketing for luxury properties to a new level. By curating the data based on lifestyle and most likely to purchase your home can be targeted.
REALVITALIZE: NOTHING
With a home in top condition, you can maximize your selling price. The to prep your home for sale. We cover your up-front costs and get paid markups. The results speak for themselves — on average,
Fix it Up with Nothing Up front
With a home in top condition, maximize your selling price — with no payment until closing.
• Painting
• Staging
• Room Renovations
The RealVitalizeSM program helps with home improvements and repairs to prep your home for sale. We cover your up-front costs and get paid back when your home sells. No hidden fees, interest charges or markups. The results are remarkable – on average, RealVitalize properties sell at or above list price
• Flooring and Carpentry
• Cleaning
• Handyman Services
Use the RealVitalize program to help with: Painting Staging Room Renovations Flooring and Carpentry Cleaning
• Electrical
• Plumbing
• Landscaping/Curb Appeal
• And much more!
Use the program to help with: after
Handyman Services
Electrical Plumbing Landscaping/Curb Appeal And much more!
To learn more, visit realvitalize.com.
*Based on program data from Aug. 2019-Jan. 2021.
“We used RealVitalize to restore this seller’s home. We cleaned, painted, installed new floors, updated the kitchen and bathrooms, landscaped and staged. When we listed, we received multiple offers and were under contract in 5 days. I sold this home at 30% more than my client’s previous list price with a prior agent. The seller was thrilled!”
-
*Based on program data from
Katherine B., Agent, Topanga, CA
before
FIX IT UP WITH UP FRONT
The RealVitalizeSM program helps with home improvements and repairs paid back when your home sells. No hidden fees, interest charges or average, RealVitalize properties sell at or above list price.*
“We used RealVitalize to restore this seller’s home. We cleaned, painted, installed new floors, updated the kitchen and bathrooms, landscaped and staged. When we listed, we received multiple offers and were under contract in 5 days. I sold this home at 30% more than my client’s previous list price with a prior agent. The seller was thrilled!”
- Katherine B., Agent, Topanga, CA
from Aug. 2019-Jan. 2021. After
Before
COMPARABLE HOME SALES
MARKET EVALUATION
MARKET EVALUATION
The best price obtainable for your home will ultimately be determined by the dynamics of the market, including factors such as:
1. Location
2. Buyer Demand
3. Financing
If the asking price of a property increases beyond fair market value, the pool of potential buyers decreases the number of showings and the percentage of qualified buyers viewing your home.
OF
MARKET THE PROPERTY APPEALS TO 15% over market value 10% over market value Fair market value 10% under market value 80% 60% 40% 20%
PERCENTAGE
THE
©2022 Coldwell Banker Real Estate LLC. All Rights Reserved. Coldwell Banker® and the Coldwell Banker Logo are registered service marks owned by Coldwell Banker Real Estate LLC. Coldwell Banker Real Estate LLC fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. Each office is independently owned and operated. DRE #01481919