A River Runs Through It

The Agency x A River Runs Through It PRESENTED BY MAURICIO UMANSKY AND JOY VANCE

Table of Contents 01 COMPANY PROFILE 02 CASE STUDIES 03 MARKETING & SALES STRATEGY

01

COMPANY PROFILE

Mauricio Umansky FOUNDER | CEO

Mauricio Umansky is the Founder and CEO of The Agency, a billion-dollar brokerage that utilizes world-class technology and innovative marketing strategies to assist agents and their clients in achieving their real estate goals. Since its inception in 2011, the firm set out to create an industry-disrupting model that would redefine the business and foster a unique culture rooted in the core philosophy of collaboration. In its ten years, The Agency has done that and much more.

Mauricio has achieved nearly $5 billion in real estate sales and holds the distinction of selling the most homes in the country priced above $20M. He has represented some of the world’s most noteworthy properties, including the Playboy Mansion, the first house in L.A. to sell above the $100M mark, Walt Disney Estate, and residences owned by Michael Jackson, Michael Jordan and Prince. Mauricio and The Agency also represent some of the world’s top developers and resort brands, including One&Only, Rosewood, and The Ritz-Carlton. Together with his team, Mauricio is noted as one of the highest producing agents by The Wall Street Journal’s REAL Trends annual list, and has been ranked #69 on Swanepoel’s 2023 Power200, a prestigious list of top real estate executives in the U.S. With solid infrastructure and a renowned brand that is featured on international television shows including Million Dollar Listing Los Angeles, The Real Housewives of Beverly Hills and most recently, Buying Beverly Hills on Netflix, The Agency has grown to over 85 corporately-owned and franchise offices and over 1,500 agents across the U.S., Canada, Mexico, the Caribbean and Europe. Poised for further expansion with like-minded partners in strategic markets, The Agency was recognized by Inman as a top luxury brokerage, noted by Financial Times as one of America’s Fastest Growing Companies and has ranked among Inc. 5000’s list of fastest-growing private companies in the country for five consecutive years.

Mauricio recently published The Dealmaker, now available in bookstores around the country. He is also a proud member of The Young Presidents Organization (YPO),an influential and world-renowned business networking organization. His philanthropic work includes serving as a board member for Giveback Homes, an organization dedicated to building homes for families in need, and supports The Children’s Hospital of Los Angeles and the National Breast Cancer Association.

+ MAURICIO UMANSKY

Career Highlights and Accolades CLOSED NEARLY

CLOSED OVER

$5 Billion

$407 Million

WORTH OF REAL ESTATE

WORTH OF REAL ESTATE IN 2024

SOLD MORE HOMES OVER

$20 Million THAN ANYONE IN THE U.S.

TOP AGENTS IN THE U.S.

TOP 25 AGENTS IN HOLLYWOOD

SHOWBIZ REAL ESTATE ELITE

EY ENTREPRENEUER OF THE YEAR, GREATER LA

SWANEPOEL POWER 200

Joy Vance CEO | FOUNDER | SUPERVISING BROKER JOY.VANCE@THEAGENCYRE.COM | 406.241.1921

As the owner of The Agency Bozeman, The Agency Big Sky, and The Agency Whitefish, Joy Vance is one of Montana’s most respected and accomplished luxury real estate leaders. With a powerful background as a corporate executive for 18 years, Joy transitioned into real estate in 2016, bringing with her a proven track record of leadership, negotiation, and strategic business acumen. She purchased a boutique brokerage in Bozeman in 2019 and, recognizing a need to elevate the region’s luxury offering, partnered with the globally renowned brand The Agency in 2022.

Today, Joy oversees three premier Agency offices across Montana, specializing exclusively in high-end properties and development projects.

She has been consistently recognized in the Top 10 for sales volume statewide, producing over $100M in 2024 and on track to exceed $150M in 2025. Her clientele includes elite investors, developers, and high-net-worth individuals from across the U.S. and internationally.

Joy is proud to represent standout projects such as The Henry and Hotel Bozeman, the latter being the city’s first branded luxury residence.

Her expertise in pre-development planning, market positioning, and lifestyle-driven sales makes her a trusted partner for both developers and discerning buyers.

A member of REALM, a prestigious global collective of the top 500 luxury agents worldwide, Joy offers her clients unmatched access to an international network of affluent buyers and premier properties. Her global reach, paired with a concierge-level approach to service, sets her apart as a true power player in the world of luxury real estate.

+ JOY VANCE

Career Highlights and Accolades PROJECTED AND PAST SALES

$70 Million

$150 Million

SALES IN 2023

PROJECTED SALES IN 2025

$100 Million SALES IN 2024

TOP 10 AGENT IN MONTANA

TOP 500 AGENT GLOBALLY

TOP 1% AGENT IN BOZEMAN AND BIG SKY

TOP 5% AGENT AT THE AGENCY

100% CLIENT SATISFACTION

REALM Global THE POWER OF BEING A REALM MEMBER REALM is an exclusive, invitation-only real estate community bringing together the world's top luxury advisors, teams, and brokerages across global markets. Connecting distinguished professionals regardless of brand, united by our commitment to outstanding high-net-worth client service, discretion and the role of the trusted advisor.

REALM believes in the power of human connection.

REALM members represent the top 1% of luxury real estate brokers worldwide, and through the integration of every member’s sphere of influence, REALM provides unparalleled access to the most significant high-net-worth and ultra-high-net-worth clients.

REALM also connects our members in real estate to listing-winning Wealth and REALM® Buyer Match Intelligence; in learning through community events and curated experiences, and through dynamic relationships that help them deliver remarkable growth and results that increase through the power of the collective.

400,000 CLIENTS REPRESENTED IN THE REALM NETWORK

$20B AMOUNT OF LISTINGS REPRESENTED IN REALM INTELLIGENCE

600+ MEMBERS AMONG 150+ BRANDS IN 40+ STATES IN 16+ COUNTRIES

REALM Match Load a potential listing into REALM before a meeting with prospective sellers and showcase how REALM activates the sphere of influence of the entire REALM membership. REALM Intelligence matches clients to properties based on lifestyle affinity, desired property attributes, and algorithm intelligence in a totally encrypted environment.

Strategic Wealth Partnerships REALM has partnered with the leading members of wealth management, advisory and reporting in order to provide the most up to date and accurate data on HNWI and UHNWI available. REALM Members have extraordinary access to the latest wealth reports, as well as exclusive access to wealth managers who oversee the largest family offices and assets of wealthiest individuals in the world.

REALM Intelligence REALM enables more informed marketing decisions through the power of technology and the insight offered through expertise.

Activate the REALM Community through REALM Match, connect with feeder market Members, share the listing on Leading Minds, brainstorm with Members, and utilize REALM partnerships to ensure your listing is garnering unparalleled exposure.

Everything is better in red.

LET US SHOW YOU WHY The Agency is a global boutique, real estate brokerage that leverages creative marketing, cutting-edge technology and unforgettable client service experience to position our new development clients at the forefront of the marketplace.

By tapping into The Agency's vast global reach, we provide immeasureable value through every step of the development lifecycle.

Unlike traditional brokerages, The Agency fosters a culture of collaboration. Behind me is the knowledge and resources of an entire global team. By working together, we can offer our clients better representation and a true competitive edge.

After all, more of the same is never an option.

THE POWER OF THE AGENCY

Top Luxury Brokerage CONSISTENTLY RECOGNIZED BY INMAN

7 Years

4 Years

INC. 5000 FASTEST-GROWING PRIVATE COMPANIES

FINANCIAL TIMES: ONE OF THE AMERICAS' FASTESTGROWING COMPANIES

THE AGENCY DIFFERENCE The Agency is revolutionizing the brokerage model with our boutique approach, cutting-edge technology, global reach, and unforgettable service experience.

2.6M+ ON X, FACEBOOK AND INSTAGRAM

1.4M+ VISITS TO THEAGENCYRE.COM PER YEAR

150

$88B+

OFFICES IN 14 COUNTRIES

IN GLOBAL SALES VOLUME

945K+ QUALIFIED RECIPIENTS OF THE AGENCY EDIT NEWSLETTER

Our Reach We’re the industry’s leading boutique global luxury brokerage.

From Aspen to Beverly Hills, the Hamptons to Mallorca, our global Rolodex has some impressive names and locations. We continue to showcase the power of The Agency brand across the world’s most sought-after markets, choosing the best agents in the industry to represent every destination.

After all, those agents’ clients could be your buyer. It’s the power of having a truly global collaborative network behind your listing.

14 COUNTRIES | 150 OFFICES 1 CONNECTED GLOBAL NETWORK UNITED STATES MEXICO CANADA TURKS & CAICOS CAYMAN ISLANDS BAHAMAS DOMINICAN REPUBLIC THE NETHERLANDS PORTUGAL SPAIN PANAMA JAMAICA

An Activated Global Community We don't just pay close attention to the trends of our local market, we continuously tap into the collective knowledge of our international network. The economy and the real estate market are global. It's important that your sales team can access global networks, too.

NUMBER OF AGENTS IN BOZEMAN'S FEEDER MARKETS:

210+

611+

NEW YORK

LOS ANGELES

41+

22+

SAN DIEGO

SEATTLE

241+

181+

CANADA

INTERNATIONAL MARKETS

02

CASE STUDIES

+ NOTABLE CASE STUDIES

5 Ranges Ranch Drummond, Montana

OFFERED AT $25,000,000 4,880 ACRE RANCH Published in 35+ publications such as the Miami Herald, Sacramento Bee and Mansion Global.

+ NOTABLE CASE STUDIES

Spanish Peaks 45 Wildridge Fork | Big Sky, Montana

OFFERED AT $12,500,000 This property was closed within two weeks with an accepted all-cash offer.

03

MARKETING & SALES STRATEGY

We've Got You Covered Through this partnership, you can expect:

CUSTOM-TAILORED SALES, PR, AND MARKETING STRATEGIES CREATIVE BRANDING AND ELEVATED TOUCHPOINTS ACCESS TO BUYER TARGETING AND WEALTH MAPPING TECHNOLOGY THE POWER OF A GLOBAL, INTERNATIONAL BRAND EVERY STEP OF THE WAY CONSISTENT, CLEAR COMMUNICATION

Your Move.

+ MARKETING

Our Method

No. 1 Kick-Off • PRICING STRATEGY • BRAND CREATION • HOME STAGING & ART CURATION • NARRATIVE CREATION • PHOTOGRAPHY & VIDEOGRAPHY • COLLATERAL CREATION FOR PRINT & DIGITAL • PRESENT LISTING TO INTERNAL TEAM AT THE AGENCY

No. 2 Pre-Market WHILE OFF-MARKET, OUR STRATEGY TARGETS EXCLUSIVE OUTREACH TO REPUTABLE BROKERS AND LEVERAGING NOTABLE RELATIONSHIPS. SERVICES MAY INCLUDE: • DEPLOY TEASER EBLAST TO CURATED BROKER LIST • DIRECT OUTREACH TO SPHERE OF INFLUENCE • STRATEGIC INVITE-ONLY LUXURY EVENT ACTIVATION • EXCLUSIVE PREVIEWS TO SELECT QUALIFIED BUYERS AND BROKERS • PRIVATE OPEN HOUSES FOR QUALIFIED BUYERS - APPOINTMENT OR VIRTUALLY

+ MARKETING

Our Method

No. 3 Launch & Ongoing WHEN THE PROPERTY GOES TO MARKET, WE WORK TO DRIVE VALUE, GAIN INTERNATIONAL ATTENTION AND QUALIFIED TRAFFIC AMONG BUYERS. AFTER THE INITIAL LAUNCH, WE WORK TO CAPITALIZE ON THE MOMENTUM GENERATED BY CONTINUING OUR OUTREACH, AMPLIFYING OUR MARKETING EFFORTS AND MAINTAINING AN ACTIVE OUTREACH STRATEGY. SERVICES MAY INCLUDE: • LISTING LIVE ON THEAGENCYRE.COM AND 40+ REAL ESTATE PLATFORMS • LAUNCH FULL SCOPE MARKETING CAMPAIGN: • CUSTOM PROPERTY EBLAST TO CURATED BROKER & CLIENT LIST • TARGETED DIGITAL AND SOCIAL ADVERTISING • PRINT ADS IN LOCAL MAGAZINES AND THE AGENCY MAGAZINE • PUBLIC RELATIONS - LEVERAGING ESTABLISHED LUXURY MEDIAS

• SOCIAL MEDIA PLACEMENT • BROKER’S PREVIEWS • DETAILED FEEDBACK ON ALL SHOWINGS • REAL-TIME DATA ON MARKETING INITIATIVES • DOCUMENT MEDIA COVERAGE • COHESIVE UPDATES ON MARKET ACTIVITY & ANALYTICS • MAINTAIN ADVERTISING SCHEDULE & ANALYTICS

No. 4 Sales Process ONCE AN OFFER IS ACCEPTED, WE REMAIN BY YOUR SIDE THROUGH EVERY STEP OF THE TRANSACTION PROCESS, ENSURING A SMOOTH AND SEAMLESS TRANSITION. • NEGOTIATE ON YOUR BEHALF • STAY IN CONSTANT COMMUNICATION • WORK TIRELESSLY TO REACH THE CLOSE OF ESCROW

Reach, Connections and Marketing Acumen EVENT ACTIVATION The Agency Bozeman & The Henry has hosted 4 major events. Each event attracted managing partners and agents from around the world, who attended the events, toured The Henry project, met with the development team, and experienced Bozeman and Big Sky's lifestyle. Each event was celebrated with over 200 attendees and leaders both in the global real estate industry but prominent members of the local community.

Reach, Connections and Marketing Acumen PRINT & DIGITAL COLLATERAL Say goodbye to the one-size-fits-all marketing standard. The Agency’s full suite of print materials and digital assets allows your property’s individual character and personality to shine. We create tangible touchpoints that leave a lasting impact long after a prospect’s first interaction with a property.

WHAT'S INCLUDED? • Feature on the homepage of TheAgencyRE.com. With 4.8M visits per year, the website created a new benchmark for website design in the real estate industry. Our new development clients benefit from our global reach and powerful search engine optimization, which drives leads and referrals to the properties we represent.

• Promoted to 2,500+ agents via APT, our internal CRM. • Feature on The Agency Journal, promoted through The Agency Edit weekly eBlast with a distribution list of 700K+ high-net-worth individuals.

• Feature in The Agency Magazine • Custom marketing strategy utilizing print, digital, email and direct mail advertising.

Our owned platforms amplify your listing impressions.

Brand Marketing The Agency excels in the art of marketing new development real estate, having positioned some of the world’s most iconic properties. Our team provides specialized guidance, creative mandates, and a seamless workflow that produces best-in-class marketing campaigns to drive sales results. The Agency’s expertise in brand marketing gives our new development team an incredible advantage when advising our clients through the process.

Syndicated Patterns If further syndication is required, we will make it happen. Period.

Lead Targetting and Buyer Vetting We can cast as wide a net as necessary depending on the product being sold, but we always favor quality over quantity, ensuring that the avenues we pursue target the most motivated buyer pool. As we move through the sales cycle, our active CRM and attentiveness in the sales process will allow us to retarget past leads with compelling opportunities, ensure personalized attention for the buyer, and keep a quality flow of traffic in place. Simply put, we can access higher-quality leads that translate to real opportunities.

Wealth Mapping It’s all about who we know. The Agency’s wealth intelligence software discovers buyers based on a property’s attributes.

Utilizing this software, we will curate a list of potential buyers by targeting individuals based on global location, high-net-worth status, and specific interests related to this property.

GLOBAL BRAND PRESENCE

Public Relations Reach THE POWER OF THE MEDIA IS IN THE PALM OF OUR HANDS. Our in-house, bi-coastal Public Relations team keeps everyone talking about The Agency and our properties. They hold long-standing relationships with some of the world’s most influential journalists, prominent influencers and tastemakers. They ensure we’re always part of the conversation.

A BI-COASTAL TEAM BASED IN MAJOR U.S. METROS 2,000 PRESS PLACEMENTS ANNUALLY

Hundreds of articles in The Wall Street Journal, The New York Times, Los Angeles Times, Architectural Digest, Robb Report, Mansion Global, San Francisco Chronicle and more.

OUR FOLLOWING

One of the World’s Most-Followed Residential Brokerage on Social Media

Social Media Prominence Being the world’s most-followed residential brokerage certainly has its perks.

Our agents leverage our strategy to promote their properties and engage with buyers worldwide. Social media has evolved into a driving force of global real estate sales. Our dedicated social media strategists study trends and algorithms to enhance content performance and drive our digital strategy.

8M

AVERAGE GLOBAL IMPRESSIONS PER POST

51%

INCREASE IN DIRECT-REFERRAL TRAFFIC ON INSTAGRAM YEAR OVER YEAR

Followed by Verified, High Profile Clientele including C-Suite Execs, Athletes, Celebrities and Influencers

Digital Reach We use powerful analytics and data science to guide our digital campaigns and ensure we reach the right buyers at the right time. Today’s buyers are the most knowledgeable and tech-savvy in history. Your brokerage should be too.

Email Strategy DEPLOY A TAILORED EBLAST TO TARGETED RECIPIENTS AND CLIENTS IN THE AREA AND FROM A CAREFULLY IDENTIFIED PROSPECT LIST. DEPLOY A SERIES OF TARGETED “JUST LISTED” EBLASTS TO MY DATABASES, WHICH INCLUDE BROKERS, ACTIVE CLIENTS AND TRUSTED REFERRAL NETWORKS. REACH BROKERS WHO HAVE HAD RECENT TRANSACTIONS IN THE AREA AND COMPARABLE PRICE POINTS. TARGET BROKERS WHO SERVICE OUR FEEDER MARKETS. REACH POTENTIAL BUYERS FROM OUR NETWORK OF IN-MARKET CONTACTS. CONTACT PREVIOUS CLIENTS ACTIVE IN MY REFERRAL NETWORK.

Social Media Strategy Targeted, thoughtful, strategic.

We use powerful analytics and data science to guide our digital campaigns and ensure we reach the right buyers at the right time. Today’s buyers are the most knowledgeable and tech-savvy in history. Your brokerage and your agent should be too.

In addition to leveraging The Agency’s regional social media channels, I’ll work to gain exposure on The Agency’s global account, leveraging our position as one of the most-followed brokerages in the world to put your listing centerstage. Based on your target buyer, I’ll determine the proper platform, tactic and timing to showcase your home, creating exceptional content around your property and strategically sharing it in accordance with industry best practices.

Magazine Designed and directed by our in-house creative and public relations team, The Agency Magazine is our inspired perspective on life and luxury, showcasing our properties to a global audience.

Print Distribution In addition to being mailed directly or hand-delivered to our clients and list of Ultra-High-Net-Worth (UHNW) individuals, the piece is on display in and distributed from The Agency’s 145+ Offices in the world’s most affluent markets.

Private Jet Distribution This exclusive publication is carried in the private planes of Hera Flight, a renowned leader in private aircraft charter services.

Digital Distribution Featured on the home page of The Agency’s website (TheAgencyRE.com), which has an average of 5.8M+ visitors per year — and growing. It is also directly emailed to a highly targeted list of The Agency clientele and featured in our weekly newsletters, which reach an affluent audience of 925K.

Social Media The digital edition is heavily promoted on social media, where The Agency is one of the world’s most-followed residential brokerages, with 705,000+ Instagram followers.

Activation & Experiential The Agency partners and hosts numerous VIP agent and client events throughout the year where our magazine is on display and shared with guests. Past events have included the Hampton Classic, The Agency’s Global Forum, F1 VIP activations, The Real Deal showcase and more. It’s handdelivered to clients by our agents, who are among the top-producing real estate professionals in the country and each issue is placed within our offices and office storefronts in some of the world’s most affluent destinations.

The Good Kind of Traffic

THEAGENCYRE.COM A GLOBAL PLATFORM

Real estate marketing is all about the digital footprint—and that’s our specialty.

TheAgencyRE.com, receives 4.8M+ visits per year. Savvy buyers world- wide can easily shop our listings and connect with our team from the comfort of their smartphones—bringing properties fingertip close. Mobile and global, as promised.

The Agency Journal The Agency’s blog is the heartbeat of the website, with intentionally crafted content to celebrate the lifestyle our clients experience every day. From the latest design trends and the hottest properties on the market to interviews with tastemakers and our latest and greatest press highlights, we send out curated content to 800K readers weekly.

Mauricio Umansky Founder & CEO MUmansky@TheAgencyRE.com 424.230.3701 | LIC. #01222825

Joy Vance Managing Partner Joy.Vance@TheAgencyRE.com 406.241.1921 | LIC. #RRE-BRO-LIC-72103

Thank You. THEAGENCYRE.COM