Vincent Morris presents 5098 Carlsbad Blvd.

Page 1

Presented by VINCENT MORRIS DRE# 01860044 Prepared for FRANK & ELAINE KELLY 5098 Carlsbad Blvd, Carlsbad
no one knows carlsbad like
SOLD 5430 CARLSBAD BLVD. like i do
SOLD 1522 TURQUOISE DRIVE
NOTABLE 7357 MELODIA TERRACE CARLSBAD 1784 HAWK VIEW DRIVE ENCINITAS 4565 SEA BLUFF CARLSBAD 7211 DAFFODIL CARLSBAD
NOTABLE SALES 7213 WISTERIA WAY CARLSBAD BLUFF CIRCLE CARLSBAD DAFFODIL PLACE CARLSBAD 3255 JAMES DRIVE CARLSBAD

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

VINCENT DRE# 01860044 | 760.712.6876 | vincent@vincentmorristeam.com

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.

vincentmorristeam.com

MORRIS vincent@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.

Vincent is wonderful - honesty, integrity, and intelligence. What a great experience working with him on what for other agents could have been a troublesome property - he sold it within three days of listing (over the top price) and smoothly monitored it thru closing, swiftly returning calls, watching things, never a panic nor a crisis - totally competent and a real pleasure with whom to work. I recommend strongly for a pleasurable and successful experience.

WORDS FROM

CLIENTS

The recent experience of selling our Carlsbad home with Vincent Morris was a great one. The adjectives I would use to describe Vincent are personable, tenacious, patient and always accessible. He made the process as simple as possible as he assisted us with the sale of our property as well as the purchase of our current home. Vincent is simply the best!

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.

FROM

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
4,752 closed transactions in 2021 1,000+ agents $3.81 billion closed sales volume in 2021 GUIDING YOU your local experts

expertsColdwell 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

Ranking among

Coldwell Banker Chairman’s

the top 5 real estate brokerages in San Diego County for units and sales volume*
Circle award, representing the top 11% of affiliates nationwide The #1 Coldwell Banker affiliate company in California The #6 Coldwell Banker affiliate company nationwide Our incredible production in 2021 earned us the following recognitions: accolades TOP 5 TOP 11% #1 #6 *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.

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.

1906 1933 2010 2017 2018 2020 2020

GLOBAL

CONNECTIONS Crossing oceans, continents, and language barriers
100,000+ AGENTS 3,000 OFFICES Andorra Argentina Aruba Bahamas Bermuda Cambodia Canada Cayman Islands Chile China Costa Rica Curaçao Cyprus Dominican Republic Egypt England France Grenada India Indonesia Ireland Italy Jamaica Luxembourg POWER IN The Coldwell Banker® brand is a true global force, with the power to showcase exceptional

United States Uruguay Virgin Islands (British) Virgin Islands (U.S.)

3,000 OFFICES 41 COUNTRIES & TERRITORIES Indonesia Luxembourg Malta Mexico Netherlands Portugal Sint Maarten Singapore Spain St. Kitts and Nevis Thailand Turkey Turks and Caicos United Arab Emirates
NUMBERS exceptional properties and reach affluent buyers around the world and in dozens of languages.
A LEADER IN LUXURY Exceeding expectations and creating exceptional experiences
*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 $168.4 MILLION in sales each day* (16% year-over-year growth) $1.9 MILLION average sales price transaction SUCCESS BY THE The Luxury Property Specialists aligned with the Coldwell Banker Global Luxury® program expectations and creating exceptional experiences for their discerning clients every
Banker franchise system for the calendar year of 2020. USD$. Total volume calculated by multiplying the number of buyer and/or seller sides by sales price. 32,663 SIDES $1 MILLION+ transaction sides* $1.9 MILLION rice of $1 MILLION+ transaction sides* 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:

LANDMARK SALES AND LISTINGS

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

A history of selling distinctive real estate 2014 2016 2017 2018 2019 2020 2021
MARKETING PLAN Bringing luxury to life with seamless representation
5098 Carlsbad Boulevard, Carlsbad • ColdwellBankerLuxury.com • ColdwellBanker.com • Wall Street Journal • Mansion Global • Robb Report ONLINE PROPERTY DISTRIBUTION* • Realtor.com • JamesEdition • Market Watch • Barron’s • Penta • Listhub Global: websites in • Unique Homes • Zillow • Trulia • Homes.com • Homefinder.com 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. * 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 to properties • 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) PRE-MARKETING/HOME PREP OUR COST $400 $850 $295 $175 $0 TBD

Carlsbad

MARKETING

into who is similarities to Diego area,

Global: 90+ 60 countries

|
we properties priced at $2M and up. COST

PRINT

• San Diego Union-Tribune Beaches

• San Diego Union-Tribune

• San Diego Union-Tribune

• San Diego Union-Tribune

Property

Magazine — cover property + 2-page feature inside

spot on CBW back cover ad

House Directory ad

DIGITAL

DIRECT/EMAIL

& ADDITIONAL MARKETING

5098 Carlsbad Boulevard, Carlsbad
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
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
ADVERTISING
Dream Homes — 4-page hardcover insert
Dream Homes — half page on back cover
Premier Magazine — full page
& Beyond
Hot Property — cover property
Hot Property — large
Hot
Open

Carlsbad

DATE

December

15,000 25,000 30,000 print/93,500 digital 360,000 360,000 360,000

DATE

$0 $350-$550

$0

per

1,000 CBW agents to send to their client lists 20,000-40,000 impressions 20,000-40,000 impressions 20,000-40,000 impressions 12.000 agents

1,300

4,500

45-60 agents per city

| MARKETING
OUR COST Monthly Launch Weekly December Launch
$78
month $650 REACH
Launch TBD Launch $0 $1,750 $0
contacts
homes
OUR COST
December December Launch Launch Launch Launch $2,400 $450 $800 $1,500 $600 $275 $135-$194 CIRCULATION 15,000
DATEOUR COST REACH

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

360 O MARKETING

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

“Exclusive Look”

for showcasing

to CB agents in the local area

across the country

Online

hundreds

platform
your property
and
Professional photography Single-property website Digital
property
storybook Just
Listed postcards and social media posts
exposure through
of real estate websites
marketing approach that
photography and Matterport
property storybook Targeted online advertising utilizing our exclusive Buyer Locator report Seller update reports showing online activity Live and virtual staging BeforeAfter PROPERTY MARKETING property, thereby maximizing your selling price. To accomplish this, we utilize that maximizes exposure for your home. Print advertising

STRATEGIC ADVERTISING

DREAM HOMES

Print distribution reaches the

home buyer

in upscale San Diego neighborhoods; each issue is

distributed in Beverly Hills

UNION-TRIBUNE’S

ESTATE

MAGAZINE Monthly Circulation: 14,000+
million-dollar
market
also
SUNDAY REAL
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
To complement the extensive online exposure your property will bring your property to the attention of affluent

PARTNERS

will receive, we leverage relationships with print media partners to buyers in the San Diego market and beyond.

PREMIER MAGAZINE

Monthly Circulation:

Circulation includes 4,000 copies distributed in Los Angeles, Orange County, Temecula and Palm Springs

BEACHES & BEYOND (formerly Coastal Magazine)

Monthly Print Circulation:

Monthly Digital Circulation:

Targets San Diego’s most affluent coastal (and some inland) residents

HOMES & ESTATES

Quarterly Print Circulation:

Digital Circulation:

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.

25,000
30,000+
25,000
ADVERTISING
125,000 | Quarterly
100,000+

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

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

coldwellbankerluxury.com

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.

92+ PORTALS 60+ COUNTRIES 161.37 MIL LION POTENTIAL BUYERS 16 LANGUAGE TRANSLATIONS ELITE INTERNATIONAL The Coldwell Banker Global Luxury® program has partnered with real estate websites to maximize the

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.

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

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.

COLDWELL BANKER LUXURY BLOG

international

into luxury and style

visionaries, and style-setters.

the eyes

THOUSAND+

2020.

THOUSAND+

250
PAGE VIEWS IN 2020 1 100
AFFLUENT SUBSCRIBERS TO GLOBAL LUXURY CURATED NEWSLETTER 2
2. Zeta 2020.
look
through
voices,

MOBILE

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

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.

1. Source: Instagram, 2. Source: Facebook, 3. Source: 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, 100 MILLION+ Lifetime video views 166 MILLION Impressions

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.

from social

a Coldwell Banker

Source:

Twitter, 4. Source: Facebook, YouTubeTM MEDIA
4.8 MILLION Engagements 6.3 MILLION Link clicks
to
website

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

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 BANKER

Created in conjunction with experts from

Social Ad Engine allows us to generate and Instagram. The platform also provides in-depth analytics and

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
Facebook,

generate quality traffic for your property through custom, targeted campaigns on Facebook and reporting to keep you informed of your property’s exposure.

AD ENGINE

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

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.

speak

themselves

B., Agent, Topanga,

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
for
— on average, *Based on program data from • Painting • Staging • Room Renovations • Flooring and Carpentry • Cleaning • Handyman Services • Electrical • Plumbing • Landscaping/Curb Appeal • And much more! Use the program to help with: after *Based on program data from Aug. 2019-Jan. 2021. To learn more, visit realvitalize.com. Use the RealVitalize program to help with: Painting Staging Room Renovations Flooring and Carpentry Cleaning Handyman Services Electrical Plumbing Landscaping/Curb Appeal And much more! Fix it Up with Nothing Up front With a home in top condition, maximize your selling price — with no payment until closing. 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 “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
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.*

After

from Aug. 2019-Jan. 2021.

Before

“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!”

COMPARABLE HOME SALES

EVALUATION

MARKET

MARKET EVALUATION

best price obtainable for

home will ultimately be determined by the dynamics of the market, including factors such as:

Location

Buyer Demand

Financing

the asking price of a property increases

market value, the pool of potential

decreases the number of showings and the percentage of qualified buyers viewing your home.

The
your
1.
2.
3.
If
beyond fair
buyers
PERCENTAGE OF THE MARKET THE PROPERTY APPEALS TO 15% over market value 10% over market value Fair market value 10% under market value 80% 60% 40% 20%
©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

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