Montecito Valley | Marketing Deck

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MV

MONTECITO VALLEY

Combining a substantial scope of experience in luxury real estate with an incomparable level of customer service, Montecito Valley is a familyrun real estate team with an impressive history of delivering remarkable results to each of our clients.

Through Montecito Valley, we aim to capture the essence of Montecito’s storied past and weave it into our brand identity to pay homage to the rich history of our cherished community.

We serve the areas of Montecito, Santa Barbara, the Santa Ynez Valley, and Ojai.

1%

RANKED IN THE TOP 1% OF AGENTS NATIONWIDE $450M

OVER $450M IN SALES VOLUME ACROSS MONTECITO, SANTA BARBARA, SANTA YNEZ, AND OJAI #1

COMPASS IS THE #1 BROKERAGE IN TOTAL SALES VOLUME IN THE US $18M

REPRESENTED THE HIGHEST PRICED RESIDENTIAL SALE IN OJAI HISTORY

A SELECTION OF NOTABLE LISTINGS & SALES

REPRESENTED BY MONTECITO VALLEY

$18,000,000

SAN ANTONIO STREET
OJAI

UNDISCLOSED ADDRESS

$9,825,000

$8,750,000

RAMONA LANE
MONTECITO

$6,250,000

$4,350,000

CANADA ESTE ROAD
SANTA YNEZ

CHASE DRIVE SANTA

$3,400,000

BARBARA

THE MONTECITO VALLEY EDGE

With proprietary technology and unparalleled marketing, we provide best-in-class service and a multifaceted, competitive advantage in selling luxury properties.

TAILORED MARKETING CAMPAIGNS

With an in-house dedicated marketing team, we tailor our marketing programs unique to each listing, utilizing compelling and artful creative that sets your property apart and appeals to its most precise demographic. With online marketing expertise and substantial advertising budgets, we leave no stone unturned, tirelessly target marketing to potential purchasers of your home.

HYPER-TARGETED SALES OUTREACH

We utilize Wealth-X, a wealth mapping technology that provides us with a database of comprehensive dossiers on the world’s ultra-high-net-worth individuals, with demographic details such as age, net worth, business, interests and affiliations. This data enables strategic, direct outreach to the most qualified luxury prospects whose personal interests and lifestyle preferences align with a property’s unique characteristics.

A FULL SUITE OF CREATIVE TOUCHPOINTS

With artistic and dynamic property films, architectural and lifestyle photography, and targeted print and digital material, we ensure that your offering gains maximized exposure and engages the most qualified demographic.

CONCIERGE SERVICE

Other firms may claim to offer concierge service but at Montecito Valley we deliver beyond our competition by offering our clients a gateway to an entire real estate lifestyle ecosystem. With “insider” access and relationships, we provide our clients valuable recommendations and introductions to sought-after interior designers, architects, contractors, and a multitude of other service providers.

MEET THE MARKETING TEAM

Montecito Valley consists of some of California’s most talented and innovative creatives, each bringing a unique perspective to the table. We understand that every home has its own story, and we take a personalized approach, treating each property individually to ensure its narrative is told in the most compelling way possible.

RYAN LOWE

CREATIVE DIRECTOR

BOSQUE MARKETING AGENCY

BLAKE BRONSTAD

ARCHITECTURAL & INTERIORS

PHOTOGRAPHY

ALEX NOBLE

DIRECTOR/PRODUCER

VIDEOGRAPHY

OCEAN VIEW MIDCENTURY MODERN

MARKETING & DESIGN

IN-HOUSE MARKETING & DESIGN

Our full-service team of marketing and design professionals expertly craft custom luxury property campaigns strategically deployed to targeted audiences.

SERVICES

Luxury Strategy

Design

Art Direction

Copywriting

Property

Branding

Project Management

Media Planning

Digital Strategy

Creative Production

Public Relations

Social Media

Target & Market Analysis

PROPERTY BRANDING SAMPLE

175 MIRAMAR AVENUE

MONTECITO, CA

Located in the heart of Montecito’s Hedgerow neighborhood, this 1929 French Normandy-style home boasts verdant landscaping, lush gardens, and ample living spaces.

Though largely renowned as the Father of Spanish Colonial Revival-style architecture, this George Washington Smith-designed home represents a unique opportunity to acquire a piece of rare Montecito history.

The property features 4 bedrooms, 4.5 bathrooms, a romantic living room with a gorgeous open-beam ceiling, and a cozy fireplace, perfect for chilly California nights. Entertain guests in the formal dining room or indulge in culinary delights using the charming kitchen, with a butler’s pantry, and lovely garden views. Enjoy the spacious red brick patio and pathways, emerald lawn, expansive gardens, and productive citrus trees.

175 Miramar provides easy access to the Rosewood Miramar, San Ysidro Ranch, Montecito’s Upper and Lower Villages, beaches, hiking, and more. This exquisite estate offers a rare opportunity to experience luxurious coastal living at its finest.

STORYBOOK TUDOR IN MONTECITO’S HEDGEROW $6,250,000

PROPERTY PAGE

ADVERTISING

Our advertising tactics effectively reach key luxury sectors and audiences through targeted editorial, digital, and experiential campaigns. Our property listings can be featured in:

REGIONAL PUBLICATIONS

• Santa Barbara Magazine

• Montecito Journal

• Santa Barbara Life & Style Magazine

• Hope Ranch Stroll Magazine

• Santa Barbara Polo Magazine

• Rosewood Miramar Experiences

• The Malibu Beach Inn Experiences

• Los Angeles Business Journal

• Los Angeles Times

• The New York Times

• San Franciso Chronicle

• SFGate

FINANCE & BUSINESS

• LA Business Journal ‘Wealthiest Angelenos’ issue

• The Wall Street Journal

• Financial Times

• Yahoo

• Fox Business

• The Real Deal

LUXURY LIFESTYLE

• Variety

• Architectural Digest

• Angeleno Magazine

• The Hollywood Reporter

• Dujour

• Dwell

• Dirt.com

• Mansion Global

• People

• American Luxury

• Just Luxe

PUBLIC RELATIONS

As one of the top teams in sales volume on the central coast of California, Compass provides us with a topnotch PR team for our significant property listings that secures premium placements and media coverage in some of the most viewed national and international media and magazine publications.

30.9B+

SOUTHERN CALIFORNIA MEDIA IMPRESSIONS YEAR TO DATE

100 523 360%

INTERNATIONAL MEDIA PLACEMENTS FOR SOUTHERN CALIFORNIA

YEAR TO DATE

AVERAGE MONTHLY SOUTHERN CALIFORNIA MEDIA PLACEMENTS

YEAR-OVER-YEAR INCREASE IN AVERAGE MONTHLY SOUTHERN CALIFORNIA MEDIA PLACEMENTS

PROPERTY VIDEOS

Montecito Valley is where California’s top creatives come together, blending their talents to craft property videos that are as unique as the homes themselves. We take a personalized approach, treating each property individually to ensure its story is told with the creativity and precision it deserves.

CLICK ON THE PLAY BUTTONS TO VIEW VIDEOS

VISIT OUR YOUTUBE CHANNEL TO VIEW ALL OF OUR PROPERTY VIDEOS YOUTUBE CHANNEL

MIRAMAR
MIRAMAR AVENUE RAMONA LANE

WEALTH MAPPING

Proprietary wealth-mapping technology (Wealth-X) provides a database of comprehensive dossiers on the world’s ultra-highnet-worth individuals, with demographic details such as age, net worth, business, interests and affiliations. This data enables strategic, direct outreach to the most qualified luxury prospects whose personal interests and lifestyle preferences align with a property’s unique characteristics.

DEFINING A BUYER

Analysis of information from wealth-mapping technology powers our ability to develop data-driven buyer profiles to which property sales and marketing efforts are tailored for maximum return and efficiency.

45K 182+ 29K

TOTAL HIGH-NETWORTH DOSSIERS

TOTAL DOSSIERS ON INDIVIDUALS WITH $30M+ NET WORTH

TOTAL COUNTRIES REPRESENTED

EXAMPLE & SAMPLE DOSSIER

The buyer exists in a pool of fewer than 5,000 ultrahigh-net-worth individuals worldwide with a net worth of at least $200 million.

Due to the price point and market conditions, the buyer will almost certainly be an end user.

ADDITIONAL PROFILE DETAILS

• Values status and elite recognition

• Potential affinity for architecture/architecturally significant homes

• High likelihood of international

• If not international, most likely local to L.A.

• Emotional purchase as a legacy investment (versus a development opportunity)

• Affinity for Italian culture and Italian Renaissance architecture

BUYER OBJECTIVES

• Keep all parcels intact to utilize as one large family compound

• Retain main residence and lot, sell additional parcels to recoup investment

• Low likelihood of development

SAMPLE DOSSIER

PIER LUIGI

LORO PIANA

PRIMARY COMPANY

Loro Piana Group

ESTIMATED NET WORTH

$1.8B

ESTIMATED LIQUID ASSETS

$1.3B

AGE & DATE OF BIRTH

67 | December 11, 1951

RESIDENCES

New York, New York | U.S.

Portofino, Liguria | Italy

Borgosesia, Piedmont | Italy

INTERESTS, HOBBIES & PASSIONS

Fan of quality Italian food.  Two favorites are Lasagna at Tripoli in Portofino and Zuchini

Pasta at Maria Gratzia in Nerano.

Enjoys sailing on 70-meter yacht, named My Song. Enjoys skiing. Loves Jazz music – named his yacht after favorite jazz song, My Song by Kieth Jarrett.

KNOWN ASSOCIATES

Bernard Arnault

Antoine Arnault

Claus-Peter Offen

Paolo Zegna

Massimo Mossiello

Thomas Bscher

THE COMPASS LUXURY ADVANTAGE

A

FOOTPRINT

Demonstrating impressive digital reach and strategic networking capabilities, Compass positions its listings for maximum exposure on the international marketplace.

ACCESS A PREMIER NETWORK OF TOP AGENTS

When represented by a Compass agent, listings are positioned to reach the largest in-house network of top-performing real estate professionals in key luxury markets across the country. Access to the nation’s greatest population of agents representing luxury clientele, all under one roof, powers an unrivaled Compass advantage.

REACH QUALIFIED INTERNATIONAL AUDIENCES

INTERNATIONAL SYNDICATION:

Our global network of trusted partner sites ensures Compass listings reach millions of wealthqualified international buyers. Once listed, Compass properties syndicate to the top real estate portals domestically and in more than 50 countries worldwide for maximum exposure.

307M+ 50+ 96+

International Syndication*

Number of International Listing Syndication Portals* *

Number of Countries Reached via Syndication Portals*

CHINA CONCIERGE PROGRAM

Overcoming the challenge of reaching high-net-worth Chinese nationals, Compass has established a dedicated website, compassrechina.com, accessible beyond the Chinese firewall. This platform showcases top listings and offers in-language advertising, newsletters, and social media engagement through our exclusive China Concierge program.

ACHIEVE GLOBAL REACH WITH COMPASS LUXURY

Compass Luxury has created an expansive multi-channel platform with an exclusive focus on presenting our premier listings. Across print and digital, sophisticated tone, content, and materials are tailored to craft an elevated experience that resonates with the target audience.

65K+

100K+

COMPASS LUXURY NEWSLETTERS

Over 65,000 high-net-worth individuals and leading brokers worldwide receive Compass Luxury’s newsletters featuring curated selections of prestigious properties, luxury insights, and top luxury destinations each month.*

211K+

CURATED MAGAZINE

Compass Luxury’s bi-annual periodical of luxury properties, Curated Magazine, reaches an elite international audience of more than 100,000 luxury consumers and qualified buyers.*

228K+

LUXURY SOCIAL CHANNELS

Delivering an artful stream of compelling content on leading social platforms such as Instagram and YouTube places Compass’s luxury listings directly into the hands of over 211,000 qualified, on-the-go clientele, no matter where they are.**

LUXURY DIVISION WEBSITE

Compass Luxury’s website, LuxuryatCompass.com, drives an average of nearly 230,000 visits from luxury consumers and brokers each year.***

COMPASS LUXURY

NEWSLETTERS: THE GLOBAL STAGE FOR YOUR

LISTING

Compass Luxury deploys three newsletters each month, offering a highly qualified international subscriber base a selection of luxury listing highlights from coast to coast, editorialized luxury insights and trends, and market spotlights.

Direct recipients of our monthly Compass Luxury newsletters 65K+

AUDIENCE INCLUDES:

• Forbes Recognized Industry Leaders

• Luxury Lifestyle Consumers

• Wine, Art, and/or Car Collectors

• Yacht Owners

• Equestrian Enthusiasts

• Tech Leaders

• Global Wealth Markets

• All Compass Agents

• Leading Global Brokers

• Luxury Brand Partners

• BARNES International Realty Group

LUXURY TRENDS

LUXURY MARKET INSIDER

CURATED MAGAZINE

Featuring Compass’ most prestigious properties throughout the country, this bi-annual publication is shared both digitally and via print with an audience of over 100,000 global luxury brokers and high-net-worth individuals.

100K+

350K

Total print and digital distribution of Curated Magazine, ranging from global high-networth consumers in the world’s top wealth markets to international brand partners and luxury agents.

100

Estimated number of passengers reached with Curated Magazine’s exclusive placement in 25 private airports across the U.S.

Maximum number of listings featured in each issue, ensuring visibility of each amongst an elite selection of prestigious properties.

20%

Average percentage of featured listings in contract or sold within one month of publishing Curated Magazine.

PROPERTY MARKETING ROADMAP

MARKETING PLAN

Each property’s customized marketing campaign starts with a common framework that has proven to deliver exceptional results.

PRELAUNCH

Photography & Videography

Copywriting and Property Descriptions

Finalize Marketing

Deliverables Schedule

Print Collateral Production

Print and Digital Campaign Strategy

PR Strategy Development

Development of Buyer Profiles

LAUNCH

Initial Media Placements

Deploy Email Marketing Campaign to database of clients and luxury agents locally and nationally

Launch Print & Digital Ad Campaign

Launch Social Media Campaign

Broker’s Open

Distribution of Collateral

ONGOING

Print and Digital Campaign

Paid Social Media Advertisements

Ongoing Press Opportunities

Promotion on Internal Compass Agent Channels

Promotion on Compass-Owned Media Channels

TARGET ANALYSIS

Developing a small set of buyer profiles is key to guiding the tailored sales and marketing efforts of each property.

The following archetypes represent example demographics to whom sales and marketing strategies will be targeted.

THE GROWING FAMILY THE HIGH-NET-WORTH EXECUTIVE THE BUSINESS MANAGER

PROFILE

30–50 years old; dual household income.

DRAWN TO

High bedroom counts; top-ranked school districts.

TACTICS

Advertise in local luxury publications; run social media campaigns targeting affluent couples showing “likely to move” criteria; emphasize open houses; target in-district parents through school initiatives.

PROFILE

50–80 years old; C-level executive or retired professional; possibly a multiple home owner.

DRAWN TO

Desirable locations; novelty amenities such as helipads, motor courts, or equestrian facilities.

TACTICS

Utilize proprietary wealth mapping software to identify contacts and directmail premium property presentations; run digital campaigns IP-targeting Fortune 500 companies; run mobile advertising at private FBOs entertaining-ready.

PROFILE

20–60 years old; C-level executive or retired professional; possibly a multiple home owner.

DRAWN TO

Exclusivity and privacy in the most desirable neighborhoods.

TACTICS

Direct-mail high-end property presentations to business managers and celebrity agents; network at targeted industry events; advertise in entertainment publications.

PR STRATEGY

Timed to the property launch, the public relations strategy will be driven by opportunities to secure exclusive coverage after we’ve established a brand narrative and determined the story we want to tell.

Our proposed strategy would focus on outreach to luxury lifestyle, real estate and design outlets. By creating assets with design-forward content highlighting quality of materials, and noted designer finishes and architecture, the property will be more appealing for editorial coverage in real estatefocused and design outlets.

With an emphasis on design and real estate publications, we’ve compiled a list of target media outlets based on their affluent readership, interests and location.

LUXURY LIFESTYLE & REAL ESTATE PUBLICATIONS WE’VE FEATURED IN PITCH ANGLES & OUTREACH STRATEGY Architectural Digest

PR STRATEGY TIMELINE

PR STRATEGY BUILD OUT

4 WEEKS BEFORE LIVE ON MLS

• Obtain all assests & highlights

• Pick key outlets

• Finalize timeline

EXCLUSIVE PITCHING

2 WEEKS BEFORE LIVE ON MLS

• Pitch to exclusive outlets

• Relay feedback from outlets

• Secure exclusive coverage

• Coordinate interview opportunities (if applicable)

EXCLUSIVE RUNS

POST LIVE DATA

• Listing goes live

• Exclusive article runs

• Listing is pitched to all secondary outlets

• All coverage is relayed

WIDE PITCHING

SHOULD THERE BE NO EXCLUSIVE COVERAGE, POST LIVE DATA

• Listing goes live on MLS

• Listing is pitched to all secondary outlets

• All coverage is relayed

CLIENT TESTIMONIALS

“Montecito Valley was a pleasure to work with! Incredibly professional and responsive. I can’t recommend them enough. They were extremely knowledgeable and made our selling process seem less daunting. Great service! “

- Jason

“Montecito Valley are experienced professionals through and through. They have amazing energy, tenacity, attention to detail, and they are genuinely interested in catering to all of your needs. The entire team was such a pleasure to work with, and we couldn’t be happier entrusting them with our real estate needs!”

- Laurence

“Tyler was the most knowledgeable, hardworking and thoughtful agent we’ve ever worked with. He made the process as enjoyable and easy as possible. He is an invaluable resource and truly has gone above and beyond to help us, even long after the sale. I absolutely don’t know what we would have done without him! I cannot recommend working with Tyler enough.”

- Leigh Ann

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