Builder Presentation

by Terry Wise &

AI Integration

Analytics & Reporting

Content Marketing

Community Involvement

The Maxey Home Team

Fornerette Lending Team

Conclusion

Thank you

Terry Wise & Associates stands as a distinguished real estate brokerage with an unwavering commitment to excellence and innovation in the dynamic realm of new construction marketing. With over 60 years of collective experience, our team specializes in residential, commercial, and investment sectors, placing a unique emphasis on land use and development. We take pride in our holistic approach, working diligently for our builder clients from the initial stages of land acquisition through to the final build and sale of their homes. Our primary focus on residential land development is underpinned by a robust pipeline of over 1,500 residential lots, addressing the pressing housing shortage. What sets us apart is our dedication to utilizing cutting-edge and modern marketing strategies. From engaging virtual tours and 3D renderings to targeted online advertising and compelling content marketing, we ensure each project is uniquely positioned in the market. Terry Wise & Associates is not just a brokerage; we are your strategic partner, navigating the complexities of new construction with innovative solutions and unparalleled expertise.

OUR VISION

Dr. Philip Lindholm CEO at Terry Wise & Associates

Who we are

We are a passionate team of real estate experts committed to serving our clients, our community, and one another. Our organization thrives on a servant spirit, always confronting our shortcomings and growing from them. Recognizing the vulnerability of this process, we choose to treat one another with grace and love every day, in every way.

Whatwebelieve

We believe a house can represent a home, raw land can represent a dream, and land use consulting can be a mechanism for community service and social change. So, we aim to help our clients love their homes, build their dreams, and together create a community of which we can all be proud. We value people over profit, while maintaining a fiduciary to the clients and staff we support to make business decisions that ensure our collective financial success.

Whereweare&Wherewe'reGoing

Ourcompanyhasgrownfromoneprincipalandanassistantintoarobustteamabletoservice anyrealestatetransactioninourcommunity.Wearecreativeprofessionals,andthemarket isrewardinguswithmorebusinessthanwecanhandle.Toservicethisincomingbusinessat thehighestlevel,wedesiretogrowourteamwiththerightpeoplewhowillhelpusbetter serveclients,provideourChairmanwithsupportivepartners,andalignourstaffexclusively withworktheyenjoyandfindmeaningful. Ifwearetoosmall,eachofuswearstoomanyhats andstrugglestomeetdemand. Ifwearetoobig,webecomecogsinamachinewedonotlike norrecognize.Findingthebalanceinvolvesaddingteammemberswhocanlightentheoverall workloadandcontributetoprofitability.Theresultwillbethatweallmakemoremoneyand domoremeaningfulworkwithlesseffort.

OUR SERVICES

Land Acquisition & Development

We are your one-stop shop for all land development needs, offering comprehensive experience and expertise, whether in land acquisition and feasibility studies or throughout the entire development process from dirt to build.

Feasibility

We offer comprehensive feasibility services, including Phase I, II, and III assessments, delving deeply into potential land uses.

Consulting

Handling various land use applications, such as boundary line adjustments, rezones, deviations, vacations, and eminent domain, etc.

Project Management

From the initial stages of site preparation to the final build, we adeptly manage your project, assisting in overcoming various site-related challenges. This includes handling remediation services, mitigation, cost-share agreements, and navigating county regulations & more.

Creative Sales Strategies

We leverage cutting-edge technology and innovative sales strategies, both online and offline, to enhance visibility and awareness for your development site, ultimately driving interest and boosting sales

New Construction Sales

We maintain all of our client's needs regarding the legal administration

With over 60 years of combined experience in land development, our unique expertise enables us to distinguish not just good land but exceptional land. We possess the knowledge and experience to understand not only your preferences as a builder but also your essential requirements. This expertise allows us to streamline the process, saving builders time by presenting only the best-available land that precisely aligns with your project criteria. Our ability to identify irreparable faults in certain sites and recognize potential in others, which less experienced agents may overlook, sets us apart. We excel in solving complex problems, whether they involve deviations, zoning issues, or remediation needs, guiding your project through every step until it reaches completion and, most importantly, gets sold!

Elk Plain Project - Spanaway, WA

Terry Wise & Associates (TWA) is at the helm of a significant project, overseeing the development of a 450-lot subdivision and a 5-acre commercial area to address the pressing demand for single-family homes and townhouses. This comprehensive endeavor involves navigating rezoning, securing preliminary and final plat approvals, obtaining engineering approvals, and collaborating on environmental remediation with the State Department of Ecology. TWA leads a diverse development team, including land use attorneys, traffic engineers, civil engineers, environmental consultants, contractors, and a national builder. The collaboration involves coordinating a 2-mile public sewer extension, featuring a shared cost agreement with other developers along the extension corridor to alleviate our client's sewer extension expenses. The project also encompasses offsite road and intersection enhancements, as well as the implementation of a 2-lane roundabout on a State highway. Negotiations involve reimbursement agreements with the county to offset sewer extension costs and offsite street and intersection improvements. Agreements with the Washington State Department of Transportation (WSDOT) optimize cost efficiency for the roundabout, while shared cost savings agreements with the builder ensure our client benefits from savings related to both sewer and traffic offsite improvements.

With final plat approval on the horizon, we are ready to embark on a slated commercial development, envisioned as a 3-story mini-storage facility. This phase may necessitate a partnership agreement, including a buy/sell agreement. The proposed commercial development will also integrate a national healthcare facility and a drive-thru restaurant, adding further complexity and impact to the project's scope.

53 lot residential single-family subdivision

176th St Project – Pierce County

34-unit Townhome project and a 5-lot residential single family short plat

Veterans Drive Project – Lakewood, WA

4 lot residential single family short plat

Buckley Assemblage – Buckley, WA

Assembling multiple properties for a large residential subdivision

Involved Exempt Segregation to add a lot without subdividing; a BLA to create a better lot layout to maximize value; a vacation of a public right of way

Copper Ridge Project – Pierce County

SOMEOFOUR PROJECTS

Austin Summers · Bellanca Homes · Benjamin Ryan · Cascadia Homes

Cedar Creek · Builders · DR Horton · Fox Custom Homes · Gallardo Homes

Genusis Homes · JK Monarch · Legend Development · LGI Homes · Louis Rudolph

Homes · Lubbesmeyer Construction, Inc · Michael E Allen Construction

North Bay Homes · Paul Brian Contracting · Soundbuilt Homes

Stennes Homes · The Rush Companies

Magnolia Project – Pierce County

Pierce County BLA

60 lot residential single-family subdivision including a rezone

YOUR PRODUCTS

Magnolia

LOT COUNT: 52

LOT SIZES:

5,000-7,000 SQ FT

PLANNED PRODUCTS:

3/4 BEDROOM

2.5/3 BATHROOM

2500-2900 SQ FT

Hagen

LOT COUNT: 46

LOT SIZES:

5,000-8,200 SQ FT

PLANNED PRODUCTS:

3/4 BEDROOM

2.5/3 BATHROOM

2500-2900 SQ FT

LOCAL DEMOGRAPHICS

Area of Growth 29.08%

Unemployment 4.8%

Military Housing

35,000 - 38,000 Active Duty living off base. 1 in 10 households in Pierce County are active duty serving military memebers.

Household Income $89,743

Average Ages 36.1 Years Old

Thisdemographicdatasuggeststhattheareais moderatelydenseandgrowing.Thecommunityhas agoodmixofeducationalattainmentlevels,andthe unemploymentrateisrelativelylow.Themedianage indicatesamixofyoungandmiddle-agedresidents. Thehousingmarketisactive,witharangeof propertyvalues,andtherentalmarketseemsrobus

Under

PRIMARY BUILDERS: DR.Horton, Sager

TOTAL SALES: 43

AVERAGE DAYS ON MARKET: 22

BEDROOM COUNT: 3/4

AVERAGE SQ FT: 1,706

AVERAGE PRICE PER SQ FT: $287.22

FINANCING: 81.08% Conventional 21.625 Had Seller Concessions

$500-600k

PRIMARY BUILDERS:

Sager, D.R. Horton, Soundbuilt, Rush

TOTAL SALES: 111

AVERAGE DAYS ON MARKET: 33

BEDROOM COUNT: 3/4

AVERAGE SQ FT: 2,082

AVERAGE PRICE PER SQ FT: $272.09

FINANCING:

64.86% Conventional 24.32% Had Seller Concessions

$600-700k

PRIMARY BUILDERS:

D.R. Horton, Soundbuilt Rush

TOTAL SALES: 82

AVERAGE DAYS ON MARKET: 91

BEDROOM COUNT:

Mostly 4/5

AVERAGE SQ FT: 2,745

AVERAGE PRICE PER SQ FT: $236.46

FINANCING: 56.52% Conventional 17.39% FHA 27.17% Had Seller Concessions

$700-800k

PRIMARY BUILDERS:

Presidential Homes, Rush, Northridge Contractors

TOTAL SALES: 19

AVERAGE DAYS ON MARKET: 119

BEDROOM COUNT:

Mostly 3/4

AVERAGE SQ FT: 2,770

AVERAGE PRICE PER SQ FT: $288.27

FINANCING:

65% Conventional 25% VA Cash 10%

PRIMARY BUILDERS:

Rush, HCH Development, Hunter Homes

TOTAL SALES: 10

AVERAGE DAYS ON MARKET: 53

BEDROOM COUNT:

Mostly 3/4

AVERAGE SQ FT: 2,951

AVERAGE PRICE PER SQ FT: $304.82

FINANCING:

40% Cash

30% Conventional

0 Had Seller Concessions

Built-In’s (lockers/mudroom, dining room & home office)

Green/eco-friendly finishes

Smart-home technology

Unique lighting fixtures

Grey is OUT! Beige/ivory (warm tones) are in.

Color drenching & accent walls

Quartz is on it’s way out, granite and natural

stone is in

High end millwork & ceiling features

Design Trends for 2024

Warm tone flooring

White & black

Neutral tile with a vintage style

Weareactivelyengagedwith 250,000+ onsocialmedia

PEOPLE SPEND AN AVERAGE 2 hours

ON SOCIAL MEDIA PER DAY

70% OF U.S. ADULTS USE AT LEAST ON SOCIAL MEDIA PLATFORM

82% DigitalPresence

In the contemporary landscape of real estate, establishing a robust digital presence is paramount for enhancing new construction sales. A strong online footprint not only expands the reach of your new construction projects but also offers an immersive and accessible experience for potential buyers. Through engaging websites, virtual tours, and interactive content, you can showcase the unique features and amenities of your properties, capturing the attention and interest of a broader audience. Leveraging social media platforms and targeted online advertising allows you to strategically reach potential buyers, creating awareness and driving traffic to your development site. A well-crafted digital presence not only elevates brand visibility but also builds trust and credibility among prospective homeowners, ultimately translating into increased inquiries, higher lead conversions, and successful new construction sales.

Active buyers start their home search online or from an App.

theDigitalEra!

TargetAudience

Identifying the ideal target audience involves leveraging digital tools to analyze demographics, behaviors, and local market trends for effective new construction home marketing

In modern digital marketing for new construction homes, identifying the target audience is crucial for effective outreach. We begin by leveraging online tools and analytics to understand the demographics, interests, and behaviors of potential buyers. Utilizing social media platforms and websites to engage with users who have shown interest in similar properties. We will employ targeted advertising campaigns to reach individuals in specific geographic locations or within certain age groups. Additionally, we conduct market research to identify trends and preferences within the local community. Regularly analyzing data and feedback from previous campaigns to refine and optimize our strategies. By combining digital tools with market insights, we can precisely target and engage with the most likely buyers for your new construction homes.

MODERN LEAD NUTURE MODERN LEAD NUTURE

Voice Text

Our cutting-edge digital marketing systems empower us to Our cutting-edge digital marketing systems empower us to strategically geo-target, retarget, and capture leads with strategically geo-target, retarget, and capture leads with precision. Geo-targeting enables us to tailor our marketing precision. Geo-targeting enables us to tailor our marketing efforts to specific geographic locations, ensuring that our efforts to specific geographic locations, ensuring that our messages reach the right audience at the right time. messages reach the right audience at the right time. Through retargeting, we engage with users who have Through retargeting, we engage with users who have previously interacted with our content, keeping our brand previously interacted with our content, keeping our brand top of mind as they continue their online journey. These top of mind as they continue their online journey. These methods seamlessly integrate with our lead capture methods seamlessly integrate with our lead capture processes, enabling us to identify and nurture potential processes, enabling us to identify and nurture potential clients effectively. Leveraging AI technology, we automate clients effectively. Leveraging AI technology, we automate lead capture, nurture, and follow-up processes, ensuring lead capture, nurture, and follow-up processes, ensuring that no lead goes unanswered. Our AI algorithms analyze that no lead goes unanswered. Our AI algorithms analyze consumer behavior, allowing us to deliver personalized consumer behavior, allowing us to deliver personalized messaging and offers tailored to individual preferences. messaging and offers tailored to individual preferences. Moreover, real-time notifications alert our team when Moreover, real-time notifications alert our team when human intervention is needed, guaranteeing a timely and human intervention is needed, guaranteeing a timely and personalized response to every lead. This comprehensive personalized response to every lead. This comprehensive approach not only enhances lead nurture but also approach not only enhances lead nurture but also strengthens our relationship with you, the builder, by strengthens our relationship with you, the builder, by keeping your brand prominently positioned in the minds of keeping your brand prominently positioned in the minds of potential buyers. potential buyers.

Providing Value Providing Value

Content marketing is a strategic approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a targeted audience. By providing informative, entertaining, or educational materials, businesses aim to establish trust, credibility, and authority within their industry.

Effective content marketing goes beyond traditional advertising, serving to engage and resonate with potential customers. Whether through blog posts, videos, social media updates, or podcasts, content marketing endeavors to build lasting relationships with audiences, fostering brand loyalty and driving long-term success. Becoming a

STREAMING ON SPOTIFY, APPLE & YOUTUBE

DR. PHILIP LINDHOLM DISCUSSES THE BIGGEST PROBLEMS OF OUR TIMEE WITH THE EXPERTS AND VISIONARIES TRYING TO SOLVE THEM.

Join us on our podcast as we feature an eclectic array of guests, ranging from influential senators and mayors to esteemed Olympians and savvy investment bankers

COMMUNITY INVOLVEMENT

By actively engaging with the local community and forming partnerships with other businesses, we can increase project visibility, build a strong local network, and ultimately attract more business opportunities & SALES

COLLABORATE WITH LOCAL BUSINESSES

COMMUNITY SPONSORSHIPS & EVENTS

JOINT MARKETING CAMPAIGNS

NETWORKING WITH LOCAL

PROFESSIONALS

CREATING LOCAL CONTENT

SUPPORT LOCAL CHARITABLE ORGANIZATIONS PARTICIPATE IN LOCAL REAL ESTATE ASSOCIATIONS

COMMUNICATION IS KEY

Our comprehensive lead generation and nurturing system boasts robust follow-up capabilities alongside sophisticated customer metrics and data analysis. This empowers us to precisely gauge the reach of our advertisements, identify top-performing ads, and pinpoint the content that elicits the highest engagement rates.

Upon consumer engagement, our system meticulously tracks their behaviors, promptly alerting us to any interactions necessitating immediate follow-up. This granular level of analysis enables us to furnish our builders with detailed reporting, offering firsthand insight into our client-centric approach and the efficacy of our services

Can be custom tailored to your desired metrics

15.364

Shawn Maxey is not only a highly esteemed figure in the real estate industry but also a dedicated coach and mentor for his team. As the Owner of the Maxey Home Team, consistently ranked among the top teams in the Pacific Northwest for more than 12 consecutive years, Shawn has earned widespread recognition for his outstanding contributions. With licenses in both Washington and Oregon and boasting 19 years of experience, Shawn has amassed extensive knowledge across various facets of the real estate sector. Shawn's commitment to integrity and professionalism shines through in his dedication to teamwork, ensuring a seamless and successful experience for all parties involved. He leads by example, fostering a culture of collaboration and excellence within his team. The Maxey Home Team is proud to have assembled a very successful team and the best New Construction team in the business.

Shawn Maxey

TheMaxeyHomeTeam.com

Weriseby Weriseby lliftingothers. iftingothers.

-IreneRosenfeld

FULL SERVICE

Dedicated Site Trained Agents

Dedicated buyer’s Agents

Professional Transaction

Coordination

Two Expert Marketing Teams (TWA + MHT)

Dedicated Lending Team

MHT’s full time Administrative team to assist on site activity

At the Maxey Team, we prioritize the training of all our agents to the highest level, ensuring that they are well-equipped to serve as knowledgeable site agents. By investing in comprehensive training, we empower our agents to effectively showcase our builder's properties, address buyer inquiries with confidence, and navigate the intricacies of new construction transactions. We go a step beyond most by also training them on your competitors products and programs to fully equip our agents and team to handle all inquiries. This commitment to excellence not only enhances the quality of service we provide to our clients but also reinforces our reputation as a trusted partner in the new construction market.

SITE TRAINED AGENTS

Tailored Solutions, Seamless Integration:

Tailored Solutions, Seamless Integration:

Your Needs, Our Expertise. Your Needs, Our Expertise.

LISTING ACTIVITY INSIGHTS

In complement to the marketing reports

In complement to the marketing reports illustrating our efforts in elevating project illustrating our efforts in elevating project awareness and brand recognition, our awareness and brand recognition, our administrative team will furnish you, the administrative team will furnish you, the builder, with comprehensive Site Activity builder, with comprehensive Site Activity Reports. These reports will meticulously Reports. These reports will meticulously outline the number of showings, outline the number of showings, applications, leads, and feedback applications, leads, and feedback received, ensuring you are fully informed received, ensuring you are fully informed and engaged throughout the entire and engaged throughout the entire process. process.

Wearedelightedtocustomizethis report,aswellasanyothers,to incorporatethespecificdetails thatareimportanttoyou

“THE MAXEY HOME TEAM IS DEFINITELY A TEAM THAT YOU WANT SELLING YOUR HOUSE. THEY ARE AVAILABLE AT ALL HOURS TO ANSWER ANY QUESTIONS YOU MAY HAVE. WE WILL NEVER USE ANOTHER TEAM TO SELL ONE OF OUR HOUSES OR TO BUY. THE MAXEY HOME TEAM HAS GREAT CUSTOMER SERVICE AND ALWAYS PUTS YOU FIRST!”

The Lowe Family

2023: 2023: 2022: 2022: 2021: 2021: 2020: 2020:

Recognitions and Rave Reviews

Millionaire Millionaire Team Team Award Award

85% Capture Rate

Mellisa Hays

PRODUCTION PARTNER

At Fairway Independent Mortgage Corporation, our seasoned mortgage professionals are ready to assist you whether you're buying, building, or refinancing your home. With a range of loan options, we prioritize speed and service to facilitate your homeownership journey. Our commitment extends to securing the right loan with favorable rates, terms, and costs tailored to your needs. Trust us to guide you through the entire loan process, from application to closing and beyond, as we eagerly put our mortgage service to work for you.

Michael Fornerette

PRODUCING BRANCH MANAG

With over 25 years as a Loan Office Manager in the greater Seattle area, providing exceptional service. Comm fluctuating real estate markets, I attribute my success to hard work, honesty, and prioritizing my clients' best interests. Beyond work, I cherish family time and indulge in the diverse offerings of the beautiful Northwest, from golfing and sports to relishing delicious food. Whether you're buying your first home, moving up, or refinancing, I'm eager to contribute to your home story.

Extensive lending options to fit any borrower’s needs and profile

Standard product offerings with extended lock options*

FHA

• VA USDA

• Conventional

Jumbo loans up to $5,000,000

Extended locks available for 120 to 360 days

Float down to current rate options available within 30 days of closing

Up-front refundable fee of 1% required

Extensions available

Lock, Shop and Go** program, which offers locks before the borrower has found a property

Builder Spec Lock Program

Allows the builder to lock in rates on spec homes before a buyer is in place

Closings Closingsstrategies

Build and Save

Allows the builder to contribute funds to cover the borrower’s payment for up to three months on a newly constructed home in the form of an

Interested Party Contribution (IPC)

Forward Commitment Program

Allows the builder to buy down the interest rate before a home is built and advertise that lower rate to potential buyers on their newly constructed homes

Futuregoals

We differentiate ourselves by extending our efforts beyond conventional lender practices, actively engaging with clients considered less favorable. We meticulously maintain their profiles in our database, offering personalized one-on-one consultations. During these sessions, we assess buyers' financial needs and goals, providing a step-by-step coaching approach to enhance their credit, reduce debt-to-income ratios, and establish enduring financial objectives.

Feedback

We conduct targeted focus groups to gain insights into your builder offerings. Through strategic surveys, we identify buyer pain points, address hesitations, and explore incentives for accelerated purchasing decisions

New buyers & Realtors

Existing Buyers

Focus groups play a crucial role for new buyers, providing valuable insights that illuminate preferences, concerns, and motivations, ultimately shaping more informed and buyercentric strategies.

Online Polls

Even for existing clients who have already purchased their homes, focus groups remain vital, offering ongoing feedback to enhance customer satisfaction, address evolving needs, and strengthen long-term relationships

Extending the benefits of client feedback, leveraging online polls broadens our reach costeffectively, ensuring a diverse perspective from existing homeowners. This approach facilitates continuous improvement, catering to a larger audience while maintaining efficiency.

Education

Offering home buying classes to new construction buyers is of paramount importance, as it equips them with essential knowledge and confidence throughout the purchasing process. These classes not only educate buyers on the intricacies of the home buying journey but also provide insights into the unique aspects of new construction. By fostering informed decision-making, these classes empower buyers to navigate the complexities of the market, resulting in more satisfied homeowners and a smoother overall experience.

Unlock wealth-building strategies, assess market opportunities, overcome barriers, navigate affordable homeownership, and grasp winning strategies in today's dynamic market.

Home buyer seminar

Empowering Your Journey to Homeownership: Join Our Seminar for Expert Insights and Invaluable Guidance

Down Payment Assistance Class

Elevating Decisions: Your Trusted Resource for Down Payment Assistance Programs.

Custom Tailored Builder Classes

Want to offer your prospects additional resources and knowledge? we will create custom courses specific to your products and way of business

SMOOTH CLOSINGS, SWIFT HOMEOWNERSHIP

Fine-tuned processes ensure an exemplary customer experience

Customized Service Level Agreement

Fairway is dedicated to timely disclosures and funding on time!

Fairway provides reliable and quick Fairway Advantage® Pre-Approval* for “to be determined” properties.

Firm pre-approvals for customers to feel comfortable with their buying power

Pre-approvals reviewed by underwriters and loan is conditionally approved

Fairway offers builder panel of appraisers. AMC supports a subpanel for specialized appraisers in construction. Appraiser will need to apply on FLS site.

Fairway offers appraisals based on plans and specifications before the home is started.

By joining forces with Terry Wise & Associates and The By joining forces with Terry Wise & Associates and The Maxey Home Team, we offer you unparalleled advantages Maxey Home Team, we offer you unparalleled advantages in the real estate market. With exclusive access to prime in the real estate market. With exclusive access to prime land opportunities, a vast database of active buyers and land opportunities, a vast database of active buyers and sellers, and a dedicated team of industry-leading experts, sellers, and a dedicated team of industry-leading experts, we provide tailored marketing strategies and experienced we provide tailored marketing strategies and experienced guidance every step of the way, from land acquisition to the guidance every step of the way, from land acquisition to the final keys in hand. Together, we are committed to ensuring final keys in hand. Together, we are committed to ensuring your success as a builder and exceeding your expectations your success as a builder and exceeding your expectations in every aspect of your real estate endeavors. in every aspect of your real estate endeavors.

THANK YOU

"Alone we can do so little; we can do so much."

- Helen Keller together