2024 Annual Meeting

SAMCAR Speaker Series

2024

Annual Meeting & special honors Thursday, March 28, 2024 Crystal Springs Golf Course

SPEAKER SERIES SPONSOR

Q1.24

2023 by the numbers membership

3,072

MEMBERS*

40,477

Find a REALTOR®

2,916 156 4,885

Find an Affiliate

home sales single family residential

condominium & townhome

3,292

999

High SFR $1.95M Annual Median Sale Price (Feb/Jun 2023)

*as of 12/31/23

3

Data provided by MLSListings, Inc.

Harmful Measures Defeated

• Millbrae Vacancy Tax • Redwood City Anti-Displacement • Flawed County Tenant Protection

5 Legislator Meetings

government affairs

$63,035

REALTOR® Action Fund Contributions by individual contributors

455

Rep. Kevin Mullin (CA15) • Sen. Josh Becker (SD13) • Assms. Diane Papan (AD21), Marc Berman (AD23), Phil Ting (AD19)

charitable giving

$51,700 GRANTS & DONATIONS

$45k Quarterly Grants Ploshay Memorial $6.7k Judy Holiday Auction

programs & communications Morning Zoom 48 Tuesday Marketing Meetings

15 In-Person Events Professional

Classes 22 (13Development in-person, 8 online)

7 61%

Local activities sponsored with

www.samcarfoundation.org

$5k Half Moon Bay Relief

$1000 Abundant Grace $4000 Coastside Victims Fund

COMMUNITY ENGAGEMENT FUND

Unique Email Open Rate

Schedule TIMELINE 11 a.m. Doors Open & Networking 11:30 a.m. Lunch Buffet Opens 12 p.m. Program & Ceremony 1 p.m. Networking PRESIDENTIAL REMARKS Moisés Pelayo, 2024 SAMCAR President PLEDGE OF ALLEGIANCE David Cline INSPIRATIONAL REMARKS Olivia Edwards, Soaring Now - Life Coaching HONORARY MEMBER KEYNOTE ADDRESS Josephine Moore HONORARY MEMBER CERTIFICATE PRESENTATION Alane Gilbrech, Executive Officer GOVERNMENT AFFAIRS UPDATE Fernando Peña, Government Affairs Director MLSLISTINGS UPDATE Mark Messimer, Director of Industry Outreach Jesse D. Gutierrez, Chairman of the Board

SPECIAL EVENTS COMMITTEE Andrea Bologna, Chair & Jim Enes, Vice Chair Naz Amir Toni Burrows Marlin Handley

Val Hardwick Betcy Jacob Haydee Marshall

Ann Palermo Craig Thorson Michelle Velez

VENUE Fairview Crystal Springs | PHOTOGRAPHER Craig Burleigh

Upcoming Events APRIL S 7 14 21 28

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Events

Holidays (Office Closed)

THU., APR. 11 Professional Headshot Day

MAY 27 Memorial Day

WED., MAY 1 C.A.R. Legislative Day

JUN 19 Juneteenth

THU., MAY 16 YPN Yappy Hour

JUL 4 Independence Day

WED., JUN. 12 YPN Giant’s Game

SEP 2 Labor Day

THU., JUN. 13 Bowl-o-Rama Fundraiser

NOV 11 Veterans Day

THU., AUG. 8 Member Appreciation BBQ

NOV 28 & 29 Thanksgiving

WED., OCT. 2 WICKED (BroadwaySF)

DEC 25 Christmas

THU., OCT. 17 Rock the Vote THU., DEC. 5 Coastal Holiday Mixer TUE., DEC. 10 Judy Ploshay Memorial Holiday Auction

Reminder!

If Monday is a holiday, the tour deadline is the prior Friday at 12 PM.

www.samcar.org/events • www.samcar.org/holidays

C.A.R. Honorary Members-for-Life In order to obtain C.A.R. Honorary Member-for-Life status, a member must have been a California Association of REALTORS® member for 25 continuous years and meet specific age requirements.

Members who have achieved Honorary Member-for-Life status in 2024 are:

Larry Aikins Kathryn Caloca Susan Caton Joseph Chu David Cline Sherry Cottonaro Steven Devere Fredric Graziani

Saeed Kamali Alba Lopez Josephine Moore John Prouty Joseph Rodden Arlene Sullivan David Zigal

Congratulations to all of our Honorary members!

If you meet these requirements and would like to apply for Honorary Member-for-Life status, please contact SAMCAR Staff.

www.samcar.org/honorary-membership

2024 Committees Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience.

LOCAL CANDIDATE RECOMMENDATIONS (LCRC)*

This committee interviews Federal, State and Local candidates for elected office in San Mateo County and makes recommendations to the SAMCAR Board for endorsement. It also recommends funds and support for the campaigns of said officials. The committee also reviews and decides on positions relative to ballot measures in San Mateo County.

Jesse Gutierrez, Chair Paul Beaudreau, Vice Chair

GOVERNMENT AFFAIRS

Local area Government Affairs Committees review issues and provide feedback to the Government Affairs Director on current legislative issues.

Provides an audience for council members and staff. Holds forums for local elections.

Members meet monthly at the local level and as neeeded at the regional level.

Paul Beaudreau, Chair (Peninsula) Mitch Speigle, Vice Chair (Peninsula) Barbara LaVey, Chair (Coastside) Frank Vella, Chair (Pacifica)

DIVERSITY EQUITY INCLUSION / FAIR HOUSING

On Wednesday, January 26, 2022, the SAMCAR Board of Directors approved the motion to create a Diversity Equity Inclusion / Fair Housing Committee.

Linda Crose-Andersen, Chair Michelle Velez, Vice Chair

ELECTIONS*

Qualifies the candidates for each place to be filled on the Board of Directors to ascertain that they are eligible to hold elective office based on the qualifications stated in the Bylaws and in the Policy and Procedures Manual. Also selects annual award winners.

Robert Pedro, Chair Jessica Eva, Vice Chair

FINANCE*

Reviews the monthly financial reports of SAMCAR’s operation, assists in preparation of annual budget. Monitors financial health and investment direction of the Association.

Diane Viviani, Chair Suzan Wallace, Vice Chair

FOUNDATION COUNCIL

This council is tasked with appropriating grant requests as well as recommending newer allocations for Foundation funds.

Alfredo Mendoza, Chair Kirsten Hagen, Vice Chair

GRIEVANCE*

Conducts a preliminary review of disciplinary complaints to determine whether the complaint should be forwarded to a Hearing Panel of the Professional Standards Committee (training required to serve on this committee).

Kirsten Hagen, Chair Debbie Wong, Vice Chair * = Closed committee

www.samcar.org/committees

2024 Committees Be a leader in your association! Join a SAMCAR committee and take part in the planning of association activities and programs all while networking with your colleagues and gaining valuable leadership experience.

MARKETING MEETINGS

Assists district marketing meeting committees with meeting format, speaker/topic selection, and related arrangements.

Steve Cresci, Chair David Zigal, Vice Chair

MEMBERSHIP

Plans New Member Orientation. Suggests and plans strategies for retaining members and attracting new members.

Diana Nemirovsky, Chair Mary Murphy, Vice Chair

POLICIES & PROCEDURES*

Members of this committee are tasked to write/update Association’s Policies and Procedures which are then approved by the Board of Directors.

Moisés Pelayo, Chair Diane Wilson, Vice Chair

PROFESSIONAL DEVELOPMENT

Recommends course topics that are pertinent to the industry and current trends for members’ knowledge and growth in professionalism and success.

Jean Joh, Chair Shokoofeh Nowbakht, Vice Chair

PROFESSIONAL STANDARDS*

Committee members act as panelists for disciplinary and arbitration hearings (training is required to serve on this committee).

Lee Ginsburg, Chair Joan Cattermole, Vice Chair

SPECIAL EVENTS

Plans and promotes social and charitable fundraising events.

Andrea Bologna, Chair Jim Enes, Vice Chair

YOUNG PROFESSIONALS NETWORK (YPN)

The SAMCAR Young Professionals Network group is the local chapter of the Young Professionals Network (YPN) of the National Association of REALTORS® (NAR). SAMCAR YPN develops programs for education, networking, mentoring, leadership development, community service, sharing ideas and information.

Our motto is “Young at Mind, Young at Heart no I.D. required.” YPN groups nationwide are a dynamic entry point for real estate professionals striving to become more successful in their careers and gain leadership experience.

Danielle Shapiro, Chair Gianna Archini, Vice Chair

* = Closed committee

www.samcar.org/committees

2023-2025 Strategic Plan The SAMCAR Board of Directors approved a motion to adopt the 2023-2025 Strategic Plan on December 15, 2022.

Area 1 - Advocacy & Government Affairs

SAMCAR is a credible voice for San Mateo County real estate professionals and effective champion for property owners.

1.1 - Cultivate stakeholder (member, homeowner, housing provider) involvement 1.2 - Articulate policy positions 1.3 - Foster collaborative relationships with local elected officials 1.4 - Increase REALTOR® Action Fund contributions

Area 2 - Consumer Outreach & Community Involvement SAMCAR and its members are respected leaders who foster thriving San Mateo County Communities.

2.1 - Increase public awareness of SAMCAR value and community contributions 2.2 - Deliver valuable services and information to community

Area 3 - Member Engagement

SAMCAR is a supportive and welcoming group, motivating members to connect.

3.1 - Members are aware of the value proposition and connect with association 3.2 - Support members to stay in business by overcoming challenges 3.3 - Reinforce member affinity through social activities

Area 4 - Governance & Finance

SAMCAR is an inclusive and resilient organization.

4.1 - Prepared and representative leadership 4.2 - Increase dues revenue 4.3 - Expand non-dues revenue sources

Area 5 - Professional Development

SAMCAR is a trusted provider of tools, services and education to promote professionalism and help members succeed.

5.1 - Understand member needs and goals 5.2 - Support members to stay in business and succeed professionally

www.samcar.org/StrategicPlan

Aspirational

Strategic Framework Vision

The Voice for Real Estate Professionals and Property Owners in San Mateo County.

Mission

Actionable

SAMCAR is a trade association organized to ensure professionalism, protect property rights, promote the ownership of real property, and help members achieve success.

Bylaws Policies & Procedures NAR Core Standards Strategic Plan Annual Budget Operations The Strategic Plan is among the guiding documents for the association. It is informed by the aspirational vision and mission statements, governed by the bylaws, policies & procedures and National Association of REALTORS® Core Standards, and directs the annual budget and operations to align with strategic priorities.

Strategic Priorities Reputation

SAMCAR and its members are perceived as respected leaders in our community.

Impact

Continued efficacy with regard to local policy, which requires a collaborative relationship with local policymakers and motivated stakeholders (members, homeowners, housing providers).

Engagement

Help members succeed professionally to support full participation.

Leadership

Cultivate prepared and representative association leaders through mentorship and support.

www.samcar.org/StrategicPlan

NAR Settlement On Friday, March 15, 2024, the National Association of REALTORS® (NAR) announced an agreement that would end litigation of claims brought on behalf of home sellers related to broker commissions.

Facts.Realtor Website For additional information on the proposed settlement, including answers to Frequently Asked Questions and video statements, please visit NAR’s Facts.Realtor website

https://Facts.Realtor

C.A.R. Legal Hotline Realtor members are also encouraged to contact the C.A.R. Legal Hotline with questions:

(213) 739-8282

https://facts.realtor • C.A.R. Legal Hotline (213) 739-8282

C.A.R. Legislative Day Legislative Day will bring more than 2,000 REALTORS® together to discuss real estate issues directly with state legislators and staff. You’ll hear from California’s most dynamic political leaders, meet with and urge legislature to support creating opportunities for homeownership, enjoy great entertainment and network with REALTORS® from across the state.

Wednesday, May 1, 2024 Sacramento, California

Registration Required before April 17, 2024.

www.samcar.org/LegDay24

2024 corporate sponsors PLATINUM

DIAMOND

GOLD

SILVER AMS Bekins Fidelity National Home Warranty Steven Cresci Insurance Agency BRONZE ADUNOW.HOUSE (Karim Sarraf) Discount Plumbing Rooter Inc. • Eagle One Services LLC (Jeff Frishof) Girouard Properties • HomeGuard Inc. (Marlin Handley) Home Warranty of America (Toni Burrows) Law Office of Eric T. Hartnett • Let’s Stage It / Herline Home Staging The Michelle Velez Team, Mortgage Dynamics Group Polaris Capital Partners (Ray Avanzino)

www.samcar.org/sponsors

SAMCAR is a trade association organized to ensure professionalism, protect property rights, and promote the ownership of real property.

850 Woodside Way, San Mateo, California • (650) 696-8200 • www.samcar.org