Stacy McKellar Listing Presentation

Page 1

MICHELLE GECKELER

10472 Mira Vista Drive North Tustin

Prepared by: STACY MCKELLAR

714.264.2294 stacy4re@gmail.com

table of CONTENTS

Surterre New, Better Breed of Brokerage

Surterre Agent

Surterre International

Surterre Studio

Surterre Community

Surterre Trusted Resources

In 2006, a group of Orange County’s real estate innovators joined forces to create a NEW, BETTER BREED OF BROKERAGE . One powered by trusted experts , working collaboratively with a shared passion and purpose — to bring their clients home .

Today, that brokerage is known as Surterre Properties ®, the region’s leading luxury residential firm, with over 230 agents and 30 staff members serving clients from offices in Dana Point, Laguna Beach, Newport Beach, and Coachella Valley.

At Surterre, we’ve built a successful business by applying equal parts innovation and experience, and — even more importantly — by building long-term relationships with our clients, our team members, our industry colleagues, and the community.

Our relationships are based on results, respect, and trust. Our continued market leadership is due to these relationships. We look forward to establishing a lifelong relationship with you.

Surterre exists to build relationships in perpetuity that support lifestyle growth. These relationships exist between the brokerage and our agents, and between the agents and their clients.

We forge these relationships by applying and living our core values.

OUR CORE VALUES

· Trust Teamwork

· Experience Respect Leading Innovation

At Surterre Properties®, when you work with one of our trusted agents, you get the power of 230 experts working together to achieve your real estate goals.

In fact, Surterre’s founders intentionally designed the firm around a culture of collaboration and the sharing of information. This industry-disrupting model allows Surterre agents to conduct more in-house transactions than any other firm in the market, expediting the home buying and selling processes, providing access to off-market properties, and achieving best-in-market pricing for their clients.

TEAM + SPEED + TIME

The Power of One Equals

= MONEY TEAMSURTERRE

At Surterre Properties,® when you work with one of our trusted agents, you get the power of 230 experts working together to achieve your real estate goals.

In fact, Surterre’s founders intentionally designed the firm around a culture of collaboration and the sharing of information. This industry-disrupting model allows Surterre agents to conduct more in-house transactions than any other firm in the market, expediting the home buying and selling processes, providing access to off-market properties, and achieving best-in-market pricing for their clients.

TEAM + SPEED + TIME = MONEY
TEAMSURTERRE

The Power of One Equals

STACY MCKELLAR

A Southern California native who’s worked in several facets of residential real estate over the years, Stacy McKellar has been a licensed real estate agent since 2004. Throughout the course of her career, she’s established a sterling reputation among her clients and her peers, becoming well known for her unwavering work ethic, her commitment to outstanding client service, and most importantly, her ability to help buyers and sellers alike bring their goals to fruition. Stacy’s strong capabilities as a seasoned real estate professional are most aptly illustrated by her current client base, which is based largely on referrals and repeat business—the ultimate indication of a job that’s consistently well done.

As a part of Surterre Properties®, Stacy augments her invaluable experience and diverse skill set with an array of resources and advantages not found at any other locally based brokerage. Thanks to Surterre’s award-winning marketing studio, its commitment to remaining ahead of the curve in the way of technology, and its unique teamwork-focused corporate culture, she’s in prime position to promise her clients the very best not only when it comes to results, but when it comes to the overall experience of buying or selling a home.

714.264.2294

stacy4re@gmail.com

DRE#01452334

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MARKETING Philosophy

I believe there are three kinds of buyers: AUDITORY , VISUAL , and KINESTHETIC or a combination thereof.

I provide exposure in these three different areas of marketing to reach as many buyers as possible. Some buyers may need to hear someone tell them about a home, some may need to have a photo brochure or web brochure, and some have to drive the neighborhood, then decide to come into the home.

As far as marketing is concerned, I have my opinions and reasons why I prefer some things and why I do not prefer others. Marketing is dynamic; it is ever-changing. Throughout the buying/selling process, I will explain my marketing strategy and help you understand why I chose that specific plan for your unique needs. A combination of personal, regional, and national exposure will be used to give your property the best possible chance to be sold for top dollar. The computer and internet have opened up our industry to buyers from all over the nation and the world.

The most successful marketing is when you have a plan. Sometimes we are not able to accomplish everything we want within our time limits. If we must make adjustments, then we will do so and make those decisions together.

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&BROKER’S PREVIEW Open House

The broker’s preview day varies from area to area.

It is usually from 10:00 a.m. to 1:00 p.m. This gives the agents in the area time to come and preview your home. I generally have snacks of some kind and encourage the agents to relax and get a feel for the home. This is one of the best selling tools, because these agents all have buyers. This gives them the opportunity to view the home first without making an appointment. It also gives the agents the opportunity to ask questions about your particular wants and needs in the selling of your home, i.e., timing, contingencies, easements, etc.

Open houses are added exposure for your home. In the past, it was generally an agent’s benefit to pick up prospective clients; however, that has changed in recent years. With listings available on the internet, buyers are willing to drive around at their leisure with the knowledge of the price of homes and neighborhoods they can afford. They are visiting and walking into open houses and buying. Therefore, it is now very advisable to have open houses at least in the first 30 days to let buyers see, touch, and feel the home before they call their REALTOR ® for an appointment.

I realize this is an inconvenience, but as our industry changes, I feel you should be aware of these changes and make informed decisions about the marketing of your home. Sometimes we may have more than one agent, depending on the size of your home. Also, we may have another agent in our office hold the open house if we are not available. Be advised that your neighbors will come by the open house and look to see what changes you may have made, what they might be able to do, etc. Neighbors too can be our best advocates for buyers; they want to know the new neighbors.

&COMMUNICATION Offers

Within the first few weeks, we will talk quite often, because we will be scheduling all sorts of photographers, inspections, cleaners, etc. After the broker’s preview, we will keep in touch at least once a week, if not more. Anytime there is a showing or two, please keep the cards from it so that I can follow up with the agents and then with you regarding their feedback. You will know before I do when showings will occur, so it is important for you to call me as well as for me to call you. I will be notified via email when your home is shown if the agent uses their lockbox key. If your home is vacant, I will know who sees it and when it is shown. I am able to forward this information to you via email if you like.

When an offer comes in or is received by me, there is some homework that needs to be done before we discuss the offer. I will read over the offer, and if there is missing information, I will call the agent and request it. I will also clarify some of these requests and timelines if the agent has not already done so prior to presentation. My recommendation is to have the agent present his or her buyers and offer to you personally with me present.

This would be a 15-minute presentation that gives the agent a platform to tell us about their client and explain any stipulations in their offer. It benefits the seller to listen to the agents and gives the opportunity for immediate clarification of a request and the reasons why. These 15 minutes can save an incredible amount of time in negotiations. We ask the agent to leave, and then we discuss the offer in private.

Some agents will just email their offer over and do not want to present it in person. This is a disservice to their client, I believe, because I do not know their client and understand where they are coming from. Selling a home involves more than just numbers; it is coordinating groups of people to move to new locations with huge financial implications for all. The stress level gets very high, and the more we can understand each other’s needs, the more likely a smooth transaction will happen.

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ESCROW Officially Open

Once an offer is accepted by all parties in writing, escrow is officially open. In California, we use escrow and title companies to accommodate the closing and transfer of ownership for the sellers and buyers. Escrow is a neutral third party responsible for collecting and dispersing of funds. They use the purchase contract as the guideline. Contingency removals, reports, HOA documents, and title clearance are overseen by the escrow office to ensure that both sides are living up to the contract in the time specified. Buyers will deposit all the funds into escrow prior to closing and inform the title company that the funds are there with a recording of the transfer permitted.

The buyer has the right, and is strongly urged, to do as many inspections and reports necessary to satisfy their investigation of your home. Sellers deliver all the disclosures about the home, and the buyers start learning the details of the home. The buyer’s agent will order the inspections and coordinate

with the seller on the timing of them. On the physical inspection with a contractor, I will be present, as with most other inspections. We will do the termite report and state reports in advance. During escrow, the buyer’s investigations will be accommodated mostly. I generally ask the sellers to attend the last half hour of the physical inspection to answer and clarify any findings of the inspector prior to his written report. Some buyers may want to do in-depth geological, soils, asbestos, pool, mold tests, etc. It is the seller’s obligation to make their home available to the buyer to satisfy their concerns. I will be present at these inspections and keep you informed along the way.

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& LISTING PERIOD COMMISSION Satisfaction

As said in the beginning, the real estate industry is dynamic. It is everchanging, so a listing period will change with the industry. A close look at the comparable sales and the days on the market will help determine a proper marketing time period and listing time frame.

Commission is not set in California. The old adage that you get what you pay for is very true in real estate. For most people, their home is their biggest investment—and with large investments, your risk is large as well. My advice is that you choose a REALTOR ® professional in whom you are confident, comfortable with, and can trust to get the job done. As you can see, there is a lot that goes into selling a home; choosing someone to represent you is the most important choice. I work at buying and selling real estate every day; you may do it once every seven to 20 years. Knowledge and experience are very valuable and that is what clients pay for.

One of the best attributes of Surterre Properties ® is the accessibility of our broker. If we have a problem or concern that is not being addressed to your or my satisfaction, I can call him anytime for advice. He also extends to any of our clients the opportunity to call him directly to ensure your comfort level with my service. His name is Gary Legrand, and he can be reached during regular business hours at 949.717.7100.

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1 %

BUYERS STUDY

51%

29%

10%

5%

ONLINE

THROUGH A REAL ESTATE AGENT

FRIEND, RELATIVE, OR NEIGHBOR

DIRECTLY FROM SELLER/KNEW SELLER

4% HOME BUILDER OR THEIR AGENT

FOR SALE OR OPEN HOUSE SIGN

25% 50% 75%
Source: 2022 National Association of REALTORS® Profile of Home Buyers and Sellers

SURTERRE PRICING STRATEGY

Your Surterre real estate expert is unwaveringly committed to achieving the maximum sales price for your home. To deliver the highest value for your property, your agent first will complete a comprehensive analysis of your home and market conditions, then develop a pricing strategy that includes:

· Current buyer demand for similar properties in your area

· Current inventory levels for comparable properties in your area

· Average days on market for similar properties in your area

· Your desired sales time horizon

· Prevailing market conditions and forecast

· Prevailing mortgage interest rates and near-term forecast

· Your home’s perceived value in the eyes of a mortgage appraiser

To garner highest-dollar offers for your home, your Surterre agent also will:

· Prepare your home for photography and tours, including staging if needed

· Develop a customized luxury home marketing plan working with Surterre’s in-house ad agency, Surterre Studio

· Personally manage all property showings and negotiations for maximum price impact

SURTERRE TECH SUITE

Surterre recognizes that a successful transaction requires much more than an algorithm — and that technology is only as powerful as the people behind it.

That’s why Surterre spent the past two years developing an innovative new tech platform designed to streamline and speed up processes for its agents — from lead generation and market research to marketing and client communication and networking — so that they can perform these critical functions on the go, from their mobile devices. More importantly, Surterre’s technology suite allows our agents to do what they do best — serve clients and sell homes.

SURTERRE’S TECH SUITE ALLOWS AGENTS TO:

· Run their business from any mobile device, leveraging tools including CRM (Customer Relationship Management), DocuSign, Transaction Rooms, Cloud CMA, and Marketing

· Leverage their network of Surterre agent peers to connect active buyers and sellers quickly and access off-market deals

· Create property flyers online for next-day delivery

· Capture and nurture buyer leads and manage transactions

· Automatically send email blasts to promote homes

· Access up-to-the-minute market insights and reports

MILLION + HOMES SOLD ANAHEIM · 201 East Center Street · BEL AIR · 1050 Moraga Drive · BEVERLY HILLS · 1665 Carla Ridge · 517 North Bedford Drive · 808 North Crescent Drive · 503 North Palm Drive · 508 North Rexford Drive · CORONA DEL MAR · 512 Angelita Drive · 401 Avocado Avenue · 415 Avocado Avenue · 1627 Bayadere Terrace 111 Bayside Place 4549 Brighton Road 4525 Camden Drive 4539 Camden Drive 4607 Camden Drive 1101 Dolphin Terrace 1325 Dolphin Terrace 224 Driftwood Road 230 Driftwood Road 231 Driftwood Road 215 Evening Canyon Road 238 Evening Canyon Road 4527 Fairfield Drive 4633 Fairfield Drive 46007 Gorham Drive 4507 Hampden Road 232 Hazel Drive 248 Hazel Drive 401 Heliotrope Avenue 228 Iris Avenue · 1920 Kewamee Drive · 212 Marigold Avenue · 215 Marigold Avenue · 206 Morning Canyon Road · 262 Morning Canyon Road · 214 Narcissus Avenue · 2495 Ocean Boulevard · 2723 Ocean Boulevard · 2724 Ocean Boulevard · 2808 Ocean Boulevard · 2812 Ocean Boulevard · 2928 Ocean Boulevard 3312 Ocean Boulevard 3317 Ocean Boulevard 3320 Ocean Boulevard 3401 Ocean Boulevard 3619 Ocean Boulevard 3716 Ocean Boulevard 226 Poinsettia Avenue 239 Poppy Avenue 313 Poppy Avenue 9 Rim Ridge 4512 Roxbury Road 4521 Roxbury Road 157 Shorecliff Road 7 Spinnaker 9 Spinnaker 4737 Surrey Drive 1801 Tahuna Terrace COSTA MESA 2591 Irvine Avenue DANA POINT 7 Beach View Avenue 8 Breakers · 33831 Cabrillo Isle · 37 Monarch Bay Drive · 67 Monarch Bay Drive · 4 Monarch Cove · 24366 Santa Clara Avenue · 19 Strand Beach Drive · 5 White Water Lane · IRVINE · 29 Black Hawk · 31 Black Hawk · 8 Blue Heron · 30 Blue Heron · 31 Blue Heron · 34 Blue Heron · 43 Blue Heron · 44 Blue Heron 21 Boulder View 25 Boulder View 27 Boulder View 35 Boulder View 61 Boulder View 23 Cactus 25 Cactus 54 Canyon Creek 56 Canyon Creek 64 Canyon Creek 66 Canyon Creek 67 Canyon Creek 81 Canyon Creek 93 Canyon Creek 95 Canyon Creek 98 Canyon Creek 126 Canyon Creek 127 Canyon Creek 46 Copper Creek 48 Copper Creek 42 Echo Glen 47 Echo Glen 49 Echo Glen 50 Echo Glen 51 Echo Glen 52 Echo Glen · 20 Golden Eagle · 42 Golden Eagle · 44 Golden Eagle · 50 Golden Eagle · 54 Golden Eagle · 60 Golden Eagle · 62 Golden Eagle · 72 Golden Eagle · 76 Golden Eagle · 21 Grandview · 25 Grey Owl · 17 Needle Grass · 23 Needle Grass · 25 Needle Grass · 39 Needle Grass · 21 Redbird · 980 Roosevelt 28 Sage Creek 29 Sage Creek 33 Sage Creek 27 Watercress 28 Watercress 29 Watercress 31 Watercress LAGUNA BEACH 3335 Alta Laguna Boulevard 2506 Altamar Drive 3 Atelier Lane 1 Barranca Way 33 Bay Drive 31885 Circle Drive 1379 Circle Way 887 Cliff Drive 989 Cliff Drive 1009 Cliff Drive 1225 Cliff Drive 31051 Coast Highway 168 Crescent Bay Drive 272 Crescent Bay Drive 650 Diamond Street 12 Emerald Bay · 58 Emerald Bay · 101 Emerald Bay · 168 Emerald Bay · 211 Emerald Bay · 322 Emerald Bay · 540 Emerald Bay · 920 Emerald Bay · 765 Gaviota Drive · 1021 Gaviota Drive · 1061 Gaviota Drive · 1155 Gaviota Drive · 1413 Emerald Bay · 2101 Glenneyre Street · 135 Irvine Cove Court · 11 La Senda Place 21 Lagunita Drive 31401 Mar Vista Avenue 6 Mar Vista Lane 1031 Marine Drive 106 McKnight Drive 136 McKnight Drive 2526 Monaco Drive 2566 Monaco Drive 990 Ocean Front 1275 Ocean Front 475 Panorama Drive 2001 Rim Rock Canyon Road 2526 Riviera Drive 114 Riviera Way 160 Saint Anns Drive 671 Sleepy Hollow Lane 15 Smithcliffs Road 845 South Coast Highway 881 South Coast Highway 2037 South Coast Highway · 2130 South Coast Highway · 31943 South Coast Highway · 4 Torrey Pines Lane · 2655 Victoria Drive · 2661 Victoria Drive · LAGUNA NIGUEL · 8 Old Ranch Road · MALIBU · 28929 Bison Court · NEWPORT BEACH · 5 Bay Island · 2561 Bayshore Drive · 2646 Bayshore Drive · 2692 Bayshore Drive · 22 Beacon Bay 408 Belvue Lane 2242 Channel Road 2254 Channel Road 2672 Circle Drive 5 Collins Island 9 Crestwood 14 Cypress Point 3 Cypress Point Lane 115 East Balboa Boulevard 117 East Balboa Boulevard 1117 East Balboa Boulevard 1408 East Balboa Boulevard 2102 East Balboa Boulevard 2156 East Oceanfront 3 Harbor Island 433 Harbor Island Drive 23 Harbor Island Road 311 Kings Road 1410 Kings Road 34 Linda Isle · 35 Linda Isle · 43 Linda Isle · 78 Linda Isle · 31401 Mar Vista Avenue · 3716 Ocean Boulevard · 23 Pelican Vista Drive · 1991 Port Edwards Circle · 21 Ridgeline Drive · 1500 South Bay Front · 9 South Sur · 37 South Sur · 7 Troon Drive · 224 Via Lido Nord · 626 Via Lido Nord · 708 Via Lido Nord · 940 Via Lido Nord 101 Via Lido Soud 517 Via Lido Soud 815 Via Lido Soud 819 Via Lido Soud 401 Via Piazza Lido 942 West Oceanfront 1004 West Oceanfront NEWPORT COAST 52 Archipelago Drive 7 Avalon Vista 9 Avalon Vista 23 Avalon Vista 5 Beachcrest 7 Beachcrest 9 Beachcrest Corner 3 Canyon Point 22 Canyon Terrace 33 Canyon Terrace 2254 Channel Road 7 Clear Water 9 Clear Water 11 Clear Water 32 Cliffhouse Bluff 18 Coastline 4 Coral Ridge 6 Coral Ridge 8 Coral Ridge 10 Coral Ridge 26 Cruisers Bluff 1 Currents 11 Currents 22 Deep Sea 38 Deep Sea · 40 Deep Sea · 48 Deep Sea · 5 Del Mar · 7 Del Mar · 15 Del Mar · 17 Del Mar · 6 Fair Harbor · 6 Fairway Point · 12 Fairway Point · 20 Fairway Point · 24 Fairway Point 28 Fairway Point 2 Gondoliers Bluff 6 Gondoliers Bluff 26 Gondoliers Bluff 5 Greens Bluff 9 High Water 11 High Water 19 High Water 21 High Water 5 Island Vista 7 Island Vista 21 Island Vista 3 Masters Circle 6 Midsummer 8 MIdsummer 10 Midsummer 12 Midsummer 16 Midsummer 30 Midsummer 32 Midsummer 1 Moon Shell 3 Moon Shell 5 Moon Shell 7 Moon Shell 23 Moon Shell 2 Mystique 8 Mystique 5 Oceancrest 35 Offshore 6 Offshore 5 Offshore 8 Offshore 23 Offshore 27 Offshore 1 Pelican Crest Drive 11 Pelican Crest Drive 15 Pelican Crest Drive · 22 Pelican Crest Drive · 24 Pelican Crest Drive · 50 Pelican Crest Drive · 3 Pelican Hill Circle · 1 Pelican Hill Road North · 11 Pelican Vista Drive 15 Pelican Vista Drive 24 Pelican Point Drive 42 Pelican Point Drive 1 Pelicans Drive 9 Pelicans Drive 1 Pinnacle Point 1 Premiere Point 10 Premiere Point 8 Sail Vista 12 Sail Vista 16 Sail Vista 5 Sailcrest 2 Scenic Bluff 4 Scenic Bluff 6 Scenic Bluff 2 Sea Glass 14 Sea Greens 9 Sea Shell 29 Seawatch 1 Shell Beach 9 Shell Beach 15 Shell Beach 2 Shore Walk 3 Shoreridge 9 Shoreridge 26 Shoreridge 52 Shoreridge 5 Skycrest 6 Skycrest 14 Skycrest 12 Skyridge 33 Skyridge 3 South Sur 9 South Sur 7 South Sur 41 South Sur 6 Sunset Harbor 8 Sunset Harbor · 21 Tide Watch · 22 Tide Watch · 6 Timor Sea · 20 Timor Sea · 42 Timor Sea · 52 Timor Sea · 7 Via Brezza · 2 Via Coralle · 26 Via Diamante · 12 Via Giada · 16 Water Port · 7 Waves End · 9 Waves End · 11 Waves End · 15 Waves End · 17 Waves End · 19 Waves End · 21 Waves End · 23 Waves End · 29 Waves End 31 Waves End 8Whalers Bluff 2 Windemere Court PALM SPRINGS 432 Hermosa Place SAN CLEMENTE 4105 Calle Isabella 4120 Calle Isabella SAN FRANCISCO 2121 Webster Street SAN JUAN CAPISTRANO 31831 Peppertree Bend SANTA MONICA 101 Ocean Avenue
ANAHEIM · 201 East Center Street · BEL AIR · 1050 Moraga Drive · BEVERLY HILLS · 1665 Carla Ridge · 517 North Bedford Drive · 808 North Crescent Drive · 503 North Palm Drive · 508 North Rexford Drive · CORONA DEL MAR · 512 Angelita Drive · 401 Avocado Avenue · 415 Avocado Avenue · 1627 Bayadere Terrace 111 Bayside Place 4549 Brighton Road 4525 Camden Drive 4539 Camden Drive 4607 Camden Drive 1101 Dolphin Terrace 1325 Dolphin Terrace 224 Driftwood Road 230 Driftwood Road 231 Driftwood Road 215 Evening Canyon Road 238 Evening Canyon Road 4527 Fairfield Drive 4633 Fairfield Drive 46007 Gorham Drive 4507 Hampden Road 232 Hazel Drive 248 Hazel Drive 401 Heliotrope Avenue 228 Iris Avenue · 1920 Kewamee Drive · 212 Marigold Avenue · 215 Marigold Avenue · 206 Morning Canyon Road · 262 Morning Canyon Road · 214 Narcissus Avenue · 2495 Ocean Boulevard · 2723 Ocean Boulevard · 2724 Ocean Boulevard · 2808 Ocean Boulevard · 2812 Ocean Boulevard · 2928 Ocean Boulevard 3312 Ocean Boulevard 3317 Ocean Boulevard 3320 Ocean Boulevard 3401 Ocean Boulevard 3619 Ocean Boulevard 3716 Ocean Boulevard 226 Poinsettia Avenue 239 Poppy Avenue 313 Poppy Avenue 9 Rim Ridge 4512 Roxbury Road 4521 Roxbury Road 157 Shorecliff Road 7 Spinnaker 9 Spinnaker 4737 Surrey Drive 1801 Tahuna Terrace COSTA MESA 2591 Irvine Avenue DANA POINT 7 Beach View Avenue 8 Breakers · 33831 Cabrillo Isle · 37 Monarch Bay Drive · 67 Monarch Bay Drive · 4 Monarch Cove · 24366 Santa Clara Avenue · 19 Strand Beach Drive · 5 White Water Lane · IRVINE · 29 Black Hawk · 31 Black Hawk · 8 Blue Heron · 30 Blue Heron · 31 Blue Heron · 34 Blue Heron · 43 Blue Heron · 44 Blue Heron 21 Boulder View 25 Boulder View 27 Boulder View 35 Boulder View 61 Boulder View 23 Cactus 25 Cactus 54 Canyon Creek 56 Canyon Creek 64 Canyon Creek 66 Canyon Creek 67 Canyon Creek 81 Canyon Creek 93 Canyon Creek 95 Canyon Creek 98 Canyon Creek 126 Canyon Creek 127 Canyon Creek 46 Copper Creek 48 Copper Creek 42 Echo Glen 47 Echo Glen 49 Echo Glen 50 Echo Glen 51 Echo Glen 52 Echo Glen · 20 Golden Eagle · 42 Golden Eagle · 44 Golden Eagle · 50 Golden Eagle · 54 Golden Eagle · 60 Golden Eagle · 62 Golden Eagle · 72 Golden Eagle · 76 Golden Eagle · 21 Grandview · 25 Grey Owl · 17 Needle Grass · 23 Needle Grass · 25 Needle Grass · 39 Needle Grass · 21 Redbird · 980 Roosevelt 28 Sage Creek 29 Sage Creek 33 Sage Creek 27 Watercress 28 Watercress 29 Watercress 31 Watercress LAGUNA BEACH 3335 Alta Laguna Boulevard 2506 Altamar Drive 3 Atelier Lane 1 Barranca Way 33 Bay Drive 31885 Circle Drive 1379 Circle Way 887 Cliff Drive 989 Cliff Drive 1009 Cliff Drive 1225 Cliff Drive 31051 Coast Highway 168 Crescent Bay Drive 272 Crescent Bay Drive 650 Diamond Street 12 Emerald Bay · 58 Emerald Bay · 101 Emerald Bay · 168 Emerald Bay · 211 Emerald Bay · 322 Emerald Bay · 540 Emerald Bay · 920 Emerald Bay · 765 Gaviota Drive · 1021 Gaviota Drive · 1061 Gaviota Drive · 1155 Gaviota Drive · 1413 Emerald Bay · 2101 Glenneyre Street · 135 Irvine Cove Court · 11 La Senda Place 21 Lagunita Drive 31401 Mar Vista Avenue 6 Mar Vista Lane 1031 Marine Drive 106 McKnight Drive 136 McKnight Drive 2526 Monaco Drive 2566 Monaco Drive 990 Ocean Front 1275 Ocean Front 475 Panorama Drive 2001 Rim Rock Canyon Road 2526 Riviera Drive 114 Riviera Way 160 Saint Anns Drive 671 Sleepy Hollow Lane 15 Smithcliffs Road 845 South Coast Highway 881 South Coast Highway 2037 South Coast Highway · 2130 South Coast Highway · 31943 South Coast Highway · 4 Torrey Pines Lane · 2655 Victoria Drive · 2661 Victoria Drive · LAGUNA NIGUEL · 8 Old Ranch Road · MALIBU · 28929 Bison Court · NEWPORT BEACH · 5 Bay Island · 2561 Bayshore Drive · 2646 Bayshore Drive · 2692 Bayshore Drive · 22 Beacon Bay 408 Belvue Lane 2242 Channel Road 2254 Channel Road 2672 Circle Drive 5 Collins Island 9 Crestwood 14 Cypress Point 3 Cypress Point Lane 115 East Balboa Boulevard 117 East Balboa Boulevard 1117 East Balboa Boulevard 1408 East Balboa Boulevard 2102 East Balboa Boulevard 2156 East Oceanfront 3 Harbor Island 433 Harbor Island Drive 23 Harbor Island Road 311 Kings Road 1410 Kings Road 34 Linda Isle · 35 Linda Isle · 43 Linda Isle · 78 Linda Isle · 31401 Mar Vista Avenue · 3716 Ocean Boulevard · 23 Pelican Vista Drive · 1991 Port Edwards Circle · 21 Ridgeline Drive · 1500 South Bay Front · 9 South Sur · 37 South Sur · 7 Troon Drive · 224 Via Lido Nord · 626 Via Lido Nord · 708 Via Lido Nord · 940 Via Lido Nord 101 Via Lido Soud 517 Via Lido Soud 815 Via Lido Soud 819 Via Lido Soud 401 Via Piazza Lido 942 West Oceanfront 1004 West Oceanfront NEWPORT COAST 52 Archipelago Drive 7 Avalon Vista 9 Avalon Vista 23 Avalon Vista 5 Beachcrest 7 Beachcrest 9 Beachcrest Corner 3 Canyon Point 22 Canyon Terrace 33 Canyon Terrace 2254 Channel Road 7 Clear Water 9 Clear Water 11 Clear Water 32 Cliffhouse Bluff 18 Coastline 4 Coral Ridge 6 Coral Ridge 8 Coral Ridge 10 Coral Ridge 26 Cruisers Bluff 1 Currents 11 Currents 22 Deep Sea 38 Deep Sea · 40 Deep Sea · 48 Deep Sea · 5 Del Mar · 7 Del Mar · 15 Del Mar · 17 Del Mar · 6 Fair Harbor · 6 Fairway Point · 12 Fairway Point · 20 Fairway Point · 24 Fairway Point 28 Fairway Point 2 Gondoliers Bluff 6 Gondoliers Bluff 26 Gondoliers Bluff 5 Greens Bluff 9 High Water 11 High Water 19 High Water 21 High Water 5 Island Vista 7 Island Vista 21 Island Vista 3 Masters Circle 6 Midsummer 8 MIdsummer 10 Midsummer 12 Midsummer 16 Midsummer 30 Midsummer 32 Midsummer 1 Moon Shell 3 Moon Shell 5 Moon Shell 7 Moon Shell 23 Moon Shell 2 Mystique 8 Mystique 5 Oceancrest 35 Offshore 6 Offshore 5 Offshore 8 Offshore 23 Offshore 27 Offshore 1 Pelican Crest Drive 11 Pelican Crest Drive 15 Pelican Crest Drive · 22 Pelican Crest Drive · 24 Pelican Crest Drive · 50 Pelican Crest Drive · 3 Pelican Hill Circle · 1 Pelican Hill Road North · 11 Pelican Vista Drive 15 Pelican Vista Drive 24 Pelican Point Drive 42 Pelican Point Drive 1 Pelicans Drive 9 Pelicans Drive 1 Pinnacle Point 1 Premiere Point 10 Premiere Point 8 Sail Vista 12 Sail Vista 16 Sail Vista 5 Sailcrest 2 Scenic Bluff 4 Scenic Bluff 6 Scenic Bluff 2 Sea Glass 14 Sea Greens 9 Sea Shell 29 Seawatch 1 Shell Beach 9 Shell Beach 15 Shell Beach 2 Shore Walk 3 Shoreridge 9 Shoreridge 26 Shoreridge 52 Shoreridge 5 Skycrest 6 Skycrest 14 Skycrest 12 Skyridge 33 Skyridge 3 South Sur 9 South Sur 7 South Sur 41 South Sur 6 Sunset Harbor 8 Sunset Harbor · 21 Tide Watch · 22 Tide Watch · 6 Timor Sea · 20 Timor Sea · 42 Timor Sea · 52 Timor Sea · 7 Via Brezza · 2 Via Coralle · 26 Via Diamante · 12 Via Giada · 16 Water Port · 7 Waves End · 9 Waves End · 11 Waves End · 15 Waves End · 17 Waves End · 19 Waves End · 21 Waves End · 23 Waves End · 29 Waves End 31 Waves End 8Whalers Bluff 2 Windemere Court PALM SPRINGS 432 Hermosa Place SAN CLEMENTE 4105 Calle Isabella 4120 Calle Isabella SAN FRANCISCO 2121 Webster Street SAN JUAN CAPISTRANO 31831 Peppertree Bend SANTA MONICA 101 Ocean Avenue

MILLION + HOMES SOLD

SURTERRE CELEBRITY CLIENTS

NAME PROFESSION

Albert Pujols Professional Baseball Player

Barry Enright Professional Baseball Player

Bobby Crosby Professional Baseball Player

Brad May Professional Hockey Player

Brandon Jennings Professional Basketball Player

Damon Berryhill Professional Baseball Player

Demond ‘Bob’ Sanders Professional Football Player

Eva Longoria Actress

Fred Couples Professional Golfer

Gary DiSarcina Professional Baseball Coach

Gary Matthews Jr. Professional Baseball Player

Jim Edmonds Professional Baseball Player

Jim Rome Sports Radio Talk Show Host

Kobe Bryant Professional Basketball Player

Leonardo DiCaprio Actor

Lindsay Davenport Professional Tennis Player

Mark Teixeira Professional Baseball Player

Nancy Sinatra Singer

Nicolas Cage Actor

Pete Fox Professional Baseball Player

Rob Niedermayer Professional Hockey Player

Rupert Murdoch CEO of News Corporation

Scott Boras Sports Agent

Serena Williams Professional Tennis Player

Tiger Woods Professional Golfer

Tim Belcher Professional Baseball Player

Todd Bertuzzi Professional Hockey Player

Torii Hunter Professional Baseball Player

Vince Vaughn Actor

William Wang CEO of Vizio

*This is only a partial list due to confidentiality agreements in place.
SURTERRE INTERNATIONAL
SURTERRE INTERNATIONAL

REACHING GLOBAL BUYERS

Surterre Properties® will market your home to potential buyers in more than 40 countries across six continents through strategic partnerships. These proprietary relationships ensure that Surterre listings gain attention and offers among global buyers — with a focus on China

Which means you get the highest price for your home.

6 Continents

40+ Countries

3,800+ Offices

Advisors

39
MEXICO AUSTRALIA AUSTRIA
BELGIUM LUXEMBOURG
ISLANDS COSTA RICA CROATIA
REPUBLIC FINLAND LATVIA SWEDEN IRELAND UNITED KINGDOM
TURKS & CAICOS UNITED ARAB EMIRATES NEW ZEALAND SINGAPORE CHINA PORTUGAL SPAIN FRANCE ITALY MONACO SWITZERLAND GERMANY GREECE TURKEY ISRAEL MAURITIUS
INDIA
130,000+
UNITED STATES BAHAMAS
CANADA
CAYMAN
DOMINICAN
NETHERLANDS
SAINT MAARTEN SAINT BARTHELEMY

LATVIA

FINLAND

SWEDEN

AUSTRIA

UNITED KINGDOM

GERMANY

IRELAND

CANADA

NETHERLANDS

BELGIUM LUXEMBOURG

UNITED STATES BAHAMAS

TURKS & CAICOS

CHINA

SAINT MAARTEN

SAINT BARTHELEMY

DOMINICAN REPUBLIC

MEXICO

INDIA

UNITED ARAB EMIRATES

MAURITIUS

SINGAPORE

REACHING GLOBAL BUYERS

ISRAEL

TURKEY

MONACO

FRANCE

CAYMAN ISLANDS

COSTA RICA

CROATIA

SPAIN

PORTUGAL

AUSTRALIA

GREECE

ITALY

SWITZERLAND

Surterre Properties® will market your home to potential buyers in more than 40 countries across six continents through strategic partnerships. These proprietary relationships ensure that Surterre listings gain attention and offers among global buyers — with a focus on China

NEW ZEALAND

Which means you get the highest price for your home.

36

6 Continents

40+ Countries

3,800+ Offices

130,000+ Advisors

China (+400 cities in China) Thailand United States AustraliaCanada New Zealand UnitedVietnamKingdom Malaysia And 48 Other Countries Globally Japan

SURTERRE INTERNATIONAL

As international buyers continue to exert powerful influence on our region’s luxury real estate market, Surterre leads the sector in targeting international homebuyers through its partnership with Juwai.com, Wall Street Journal, and Mansion Global.

Surterre properties reach an average monthly audience of more than 2.6 million consumers.

Sidney Bridge

Leading Sites

AdWerx.com

AgentDesks.com

ApartmentList.com

BackAtYouMedia.com

BeeKee.com

DigiPropz.com

DreamHomeList.com

Equator.com

FindAPlace4Me by VisualTour.com

Flipcomp.com

Foreclosure.com

GCHomeSearch.com

GlobalNetwork.com

HarmonHomes.com

Home2.me

HomeBidz.com

HomePriceTrends.com

Homes&Land.com

Homes.com

HomeSpotter.com

HomeSteps.com

HomeWinks.com

HouseHunt.com

Houses.net

HousesForSale.com

HouseValueStore.com

IdealEstate.com

Juwai.com

Kahping.com

LandsOfAmerica.com

LandWatch.com

LearnMoreNow.com/FindHomes

ListReports.com

LotNetwork.com

LuxuryRealEstate.com

Mashvisor.com

MHBay.com

MyRentToOwn.com

Nestigator.com

NestReady.com

NewHomeSource.com

NextDoor.com

Nobbas.com

Obeo.com

ParkBench.com

PNC.com

Point2Homes.com

PreOpenToClose.com

PropertiesOnline.com

PropertyShark.com

DIGITAL DOMESTIC

PropertyPath.com

PropStream.com

RateMyAgent.com

REA Group.com

Real-Buzz.com

RealFirstImpressions.com

RealQuestExpress.com

Realtor.com

RealtyStore.com

RealtyTrac.com

Rent.com

Rentberry.com

RentRange.com

SearchALLProperties.com

SoCalHomes.com

Sprynamics.com

SurterreProperties.com

TheRealEstateBook.com

TotalExpert.com

Trulia.com

USHUD.com

VisualShows.com

Vscreen.com

Waijule.com

WikiRealty.com

Ylopo.com

Zillow.com

Zonda.com

Zumper.com

network affiliates SURTERRE
SURTERRE STUDIO

SURTERRE STUDIO

· Strategic Marketing Consultations

· Graphic Design - Ads & Marketing Materials

· Media Planning, Buying & Trafficking

· Agent Websites

· Video Management

· Online Marketing & Email Marketing

· Social Media

· Public Relations

· Digital On-Site Printing Press

· Print & Vendor Management

· Copywriting & Proofing

· Photo Processing & Enhancement

SURTERRE STUDIO

Surterre Properties® is one of the only Southern California luxury brokerages with its own in-house advertising agency whose one and only mission is to power its agents and promote its properties. This agency, Surterre Studio, is staffed by advertising and marketing experts ranging from digital multimedia specialists to graphic designers.

The Studio team collaborates with your Surterre agent to create a custom marketing plan designed to achieve the highest sales price for your home.

In addition to the proven results of their campaigns, The Studio’s groundbreaking work has been recognized with more than 80 industry awards.

Southern California’s Best Real Estate AD AGENCY
“With over $28 billion in overall sales, we know how to market your home.”
Show Your Home to Anyone, Anywhere, Anytime with a 3D Virtual Tour

3D VIRTUAL TOUR

State-of-the-art 3D virtual tours duplicate the experience of visiting a property in person, making it possible to welcome prospective buyers from around the globe into your home — without ever opening the front door.

Did You Know:

· Prospective buyers are 95% more likely to call about homes that offer 3D virtual tours

· 20% of all offers are made without an in-person home visit

· Homes that offer virtual tours spend 26% less time on the market

With 3D virtual tours, potential buyers get an authentic feel for your home, exploring the square footage, floor plan, amenities, and more at the click of a button from anywhere in the world.

SURTERRE DIGITAL MARKETING

Digital marketing is a critical component in selling your home. In fact, this past year, 51% of buyers purchased a home they found online* This is why Surterre seeks out and invests in emerging digital marketing technologies, staying steps ahead of the market when it comes to promoting its homes across digital platforms. And, it’s why Surterre’s website — SurterreProperties.com — remains the premier gateway for homebuyers seeking homes throughout Southern California.

Websites • Email Marketing • Organic & Paid Search • Video • Social Media *2022 National Association of REALTORS® Profile of Home Buyers and Sellers

TOP SOCIAL MEDIA NETWORKS USED BY REALTORS ®

Did you know the TOP lead-generating tech tool for REALTORS ® is social media?

Facebook has nearly 3 billion worldwide active users — which equates to 37% of all the people on Earth today. It also happens to be the most widely used REALTOR® social media platform; 90% currently use Facebook for business purposes

Facebook 90% Instagram 52% LinkedIn 48% YouTube 24% Twitter 19% Other 10% Pinterest 8% TikTok 5% Snapchat 5%

60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 Ages 13-17 6.8 M 39.4 M Ages 18-24 58.3 M Ages 25-34 42.4 M Ages 35-44 35.4 M Ages 45-54 26.5 M Ages 55-64 21.1 M Ages 65+ 0 Number of Facebook Users Statista.com 2021 National Association of REALTORS® Real Estate in a Digital Age Report 2021 National Association of REALTORS® Technology Survey DataReportal.com

SURTERRE

SOCIAL MEDIA

Connecting with Buyers Where they Scroll

In today’s media landscape, consumers are powerfully influenced by what they see on social media. The Studio’s dedicated social media team is on the forefront of utilizing all platforms to connect with buyers and sellers. Whether they’re on Facebook, Instagram, LinkedIn, Twitter, or YouTube, consumers engaged with social media will experience your home in this immediate and relational way that can, increasingly, lead to a sale.

Did you know Facebook users spend 33 minutes per day on the site?

Detailed Reports

AGENT NAME 949 555 5555 DRE#0123456 P R O P E R T Y A D S AGENT NAME 949 555 5555 DRE#0123456
100 I M P R E S S I O N S R E A C H C L I C K S 50 50 A D P E R F O R M A N C E AD DATES C L I C K T H R O U G H R A T E Shared on Facebook & Instagram @SurterreProperties
1,234

SURTERRE DIGITAL SOCIAL ADS

Surterre is leveraging the power of social media through advertisements on Facebook, Instagram, and LinkedIn.

Social media is a great resource because ads are shareable, trackable, and measurable. We engage in specific targeting towards CEOs, business owners, vice presidents, and anyone we feel could be a potential buyer for your property.

At the end of the ad’s life cycle, we provide a detailed report of the impressions, reach, and clicks your property received as well as details about who actually viewed your property ad.

This information is important because it allows us to see who is really interested in your property—and then position and retarget that audience to make sure your home stays top of mind.

SURTERRE WORKPLACE by

Surterre also expertly integrates Workplace, a sophisticated internal communications and collaboration network that enables agents to easily sell more homes faster, share information on preferred vendors, offer solutions to trending challenges in the current market, provide information on pocket listings (not listed on MLS) where many of the brokerage’s homes are sold, attend meetings VIRTUALLY, and watch technology training and coaching videos at their convenience. Thanks to this supercharged teamwork, Surterre has been nominated by Facebook as one of only approximately 20 companies in the country for the Transform America Award

The Power of Advertising & Publicity

SURTERRE ADVERTISING + PR

In addition to targeted, aggressive digital marketing tactics, The Studio leverages the power of print advertising and editorial earned through PR efforts to gain maximum exposure for Surterre’s homes. Following is a partial list of publications in which Surterre listings are featured in advertising and editorial coverage.

PRINT

A Womans Nation AAUW Laguna Beach Foundation AIDS/Lifecycle AK Apparel Alzheimer’s Association American Cancer Society, Inc. American Heart Association Andersen DEANS Foundation Andersen PTA Arroyo Elementary PTA Autism Speaks Avon Foundation for Women Bahia Sail Racing Association Be The Match Beckman High School Super Boosters Beckman Wrestling Boosters Beckstrand Cancer Foundation Big Brothers & Big Sisters of OC Big Brothers Orange County Big Canyon Spyglass Hill Philharmonic Boys & Girls Club of Laguna Beach Boys & Girls Club of the South Coast Area · Camp Kesem · Capistrano Unified School District · Carden Academy · Casa Teresa · Cash · Chang Family Foundation · Chapman University · Charity Golf International · Children First Foundation · Children’s Organ Transplant List · CHOC Children’s Foundation · City of Hope · City of San Clemente Common Ground Cornelia Connelly School Corona del Mar Baseball Corona del Mar Baseball Corona del Mar Basketball Boosters, Inc. Corona del Mar Boys Lacrosse Boosters Corona del Mar Chamber of Commerce Corona del Mar Foundation Corona del Mar Girls Volleyball Foundation Corona del Mar Girls Water Polo Foundation Corona del Mar High School - PTA Corona del Mar Lacrosse Booster Club Corona del Mar Middle School Corona del Mar PTA Corona del Mar School Boosters Corona del Mar Touchdown Club Coto for the Cure Court Appointed Special Advocates CSF Philanthropic Foundation, Inc. · Cycle for Survival · Cystic Fibrosis Foundation · Dana Hills Girls Water Polo · Dana Hills High School · Dana Point Chamber of Commerce · Dana Running Foundation · Dana-Farber Cancer Institute, Inc. · DEANs Foundation · Delta Gamma Foundation · Dioces of Orange - Saint Joachim Catholic Disabled American Veterans Dolphin Nation Donategames.org Earthbase Recovery Earthroots Eastbluff PTA Elephant Cooperation Enviornmental Nature Center Environmental Nature Center Epilepsy Foundation of Arizona Families Forward FHS Pep Boosters Foothill Baseball Boosters Foothill High School Pep Boosters Forster Ranch Education Foundation Friends of the Sea Lion, Inc. Friendship Shelter, Inc Furnishing Hope, Inc. Girl Talk, Inc. Girls Incorporated of Orange County Global Expeditions Global Outreach Group GoFundMe GreaterGood.org Habitat for Humanity of Orange County · Harbor Day School · Harbor View Dads · Harbor View Elementary Parent Faculty Organization · Heartfelt Cardiac Connections · Heritage Christian Fellowship · Hewes Middle School PTA · Hoag Charity Sports · Hoag Hospital Foundation · Home For A Home · HomeAid Orange County · Homeword ·

Humane Society Humane Society of Western Montana Illumination Foundation Imprint.com International Justice Mission International Orthodox Christian Church JDRF Jessie Rees Foundation Jewish Community Center OC John Wayne Cancer Foundation Kappa Alpha Theta Foundation

Kathy’s House Inc Komen, Susan G. - 3-Day for the Cure Kure It, Inc. LA Times Family Fund and KTLA Ladera Ranch Elementary School PTA Laguna Beach Boosters Club, Inc. Laguna Beach Food Pantry Laguna Beach High School Laguna Beach High School Scholarship Foundation · Laguna Beach Parents Club · Laguna Beach Rotary Club · Laguna Board of Realtors · Laguna Board of REALTORS®

Charitable Assistance Fund · Laguna Board Rltrs Charitable Asst Fund · Laguna Canyon Foundation · Laguna Playhouse · Leukemia & Lymphoma Society Life is Beautiful Charitable Foundation Lionel’s Legacy Inc. Living Sucess Center Loyola Marymount University Make-A-Wish America Make-A-Wish Orange County MAKO Educational Foundation March of Dimes Marine Raider Foundation Mariners Church Mater Dei High School Minds Matter Boston Miocean Foundation Miracles for Kids

Mission Hospital Moulton Elementary PTA Movember NAMI National Charity League, Juniors National MS Society New Vista School · Newport Bay Naturalists and Friends · Newport Beach Association of Realtors · Newport Beach Little League ·

Newport Beach Police Association · Newport Center United Methodist Preschool · Newport Center United Methodist Preschool

Newport Coast Elementary School Fundation Newport Harbor Educational Foundation Newport Harbor Football Boosters

Newport Harbor Girls Volleyball Program Newport-Mesa Spirit Run, Inc. Northwestern University OC Child Abuse Prevention Center OC Ride for AIDS OC Women2Women Oceana Oceana c/o SeaChange Oceana, Inc. Olive Crest Operation Help A Hero Orange Coast Assoc of Realtors, Inc. Orange County Bar Foundation, Inc. Orange County Boy Scouts of America Orange County Coast Keeper · Orange County Community Foundation · Orange County Performing Arts Center · Orange County Shoot for the Cure · Orange County Youth Sports · Orange County Youth Sports Foundation · Oso Grande Elementry PTA · Our Lady Queen of Angels Church Our Lady Queen of Angels School Ovarian Cancer Orange County Alliance Pacific Crest Trail Association Pacific Symphony PB·J Foods, Inc. Pedal the Cause San Diego Pediatric Cancer Research Foundation Pepperdine University

Pet Project Foundation Petsmart Charities Physical Therapy For All PhysiciansCommitteeforResponsibleMedicine PierPride

San Clemente Project Hope Alliance Prostate Cancer Foundation Red Cross Rise and Shine Fundraising Ronald McDonald

House Charities · Ronald McDonald House Charity · S.O.L.G. & St. Joseph · Saddleback Church · Saint Joachim Catholic School

· San Clemente Boys’ Volleyball · San Clemente Educational Fund · San Clemente Garden Club · San Clemente High School

Educational Foundation San Clemente High School Girls Soccer San Clemente Triton Lacrosse Sand Dollar Guild School

Power Seabreeze Church SEEDS Segerstrom Center for the Arts Shady Canyon Golf Club Shatterproof Shea Center

Soldiers’ Angels South County Outreach Spirit Run Splash Foundation St. Jude Children’s Research Hospital St. Margaret’s Episcopal School Stars & Stripes Children’s Foundation STEP PTSA Stupid Cancer, Inc. Surfrider Foundation The Arthritis Foundation · The Breast Cancer Research Foundation · The Greater Houston Community Foundation · The Laguna Playhouse ·

The Leukemia & Lymphoma Society · The Maddie James Foundation · The Mom’s Club of Newport Coast · The Pegasus School

· The Project HOPE School Foundation · The Shea Center · The Women of Chapman · The Wooden Floor · Top of World School Triton Booster Club Turtle Rock Preschool Tustin Public Schools Foundation Tustin Western Little League UCI Foundation United Way University of Southern California US Green Building Council USO / DFW Vanguard University of Southern CA Vista Del Mar Educational Foundation Vista Verde Foundation Vocational Visions’ Voice Church of Orange County Inc · W.I.N. Foundation · With My Own Two Hands Foundation · Women’s Club of Laguna Beach · ZeroTrash, Inc.

SURTERRE COMMUNITY

A Womans Nation AAUW Laguna Beach Foundation AIDS/Lifecycle AK Apparel Alzheimer’s Association American Cancer Society, Inc. American Heart Association Andersen DEANS Foundation Andersen PTA Arroyo Elementary PTA Autism Speaks Avon Foundation for Women Bahia Sail

Racing Association Be The Match

Beckman High School Super Boosters Beckman Wrestling Boosters Beckstrand Cancer Foundation Big Brothers & Big Sisters of OC Big Brothers Orange County Big Canyon Spyglass Hill Philharmonic Boys & Girls Club of Laguna Beach Boys & Girls Club of the South Coast Area · Camp Kesem · Capistrano Unified School District · Carden Academy · Casa Teresa · Cash · Chang Family Foundation · Chapman University ·

Charity Golf International · Children First Foundation · Children’s Organ Transplant List · CHOC Children’s Foundation · City of Hope · City of San Clemente

Corona del Mar Boys Lacrosse Boosters Corona del Mar Chamber of Commerce Corona del Mar Foundation Corona del Mar Girls Volleyball Foundation Corona del Mar Girls Water Polo Foundation Corona del Mar High School - PTA Corona del Mar Lacrosse Booster Club Corona del Mar Middle School

Common Ground Cornelia Connelly School Corona del Mar Baseball Corona del Mar Baseball Corona del Mar Basketball Boosters, Inc.

Corona del Mar PTA Corona del Mar School Boosters Corona del Mar Touchdown Club Coto for the Cure Court Appointed Special Advocates

CSF Philanthropic Foundation, Inc. · Cycle for Survival · Cystic Fibrosis Foundation · Dana Hills Girls Water Polo · Dana Hills High School · Dana Point Chamber of Commerce · Dana Running Foundation · Dana-Farber Cancer Institute, Inc. · DEANs Foundation · Delta Gamma Foundation · Dioces of Orange - Saint Joachim Catholic Disabled American Veterans Dolphin Nation Donategames.org Earthbase Recovery Earthroots Eastbluff PTA Elephant Cooperation Enviornmental

Nature Center Environmental Nature Center Epilepsy Foundation of Arizona Families Forward FHS Pep Boosters Foothill Baseball Boosters Foothill High School Pep Boosters Forster Ranch Education Foundation Friends of the Sea Lion, Inc. Friendship Shelter, Inc Furnishing Hope, Inc. Girl Talk, Inc. Girls Incorporated of Orange County Global Expeditions Global Outreach Group GoFundMe GreaterGood.org Habitat for Humanity of Orange County · Harbor Day School · Harbor View Dads · Harbor View Elementary Parent Faculty Organization · Heartfelt Cardiac Connections · Heritage Christian Fellowship · Hewes Middle School PTA · Hoag Charity Sports · Hoag Hospital Foundation · Home For A Home · HomeAid Orange County · Homeword ·

Humane Society Humane Society of Western Montana Illumination Foundation Imprint.com International Justice Mission International Orthodox Christian Church JDRF Jessie Rees Foundation Jewish Community Center OC John Wayne Cancer Foundation Kappa Alpha Theta Foundation

Kathy’s House Inc Komen, Susan G. - 3-Day for the Cure Kure It, Inc. LA Times Family Fund and KTLA Ladera Ranch Elementary School PTA Laguna Beach Boosters Club, Inc. Laguna Beach Food Pantry Laguna Beach High School Laguna Beach High School Scholarship Foundation · Laguna Beach Parents Club · Laguna Beach Rotary Club · Laguna Board of Realtors · Laguna Board of ®REALTORS

Charitable Assistance Fund · Laguna Board Rltrs Charitable Asst Fund · Laguna Canyon Foundation · Laguna Playhouse · Leukemia & Lymphoma Society Life is Beautiful Charitable Foundation Lionel’s Legacy Inc. Living Sucess Center Loyola Marymount University Make-A-Wish America Make-A-Wish Orange County MAKO Educational Foundation March of Dimes Marine

Raider Foundation Mariners Church Mater Dei High School Minds Matter Boston Miocean Foundation Miracles for Kids

Mission Hospital Moulton Elementary PTA Movember NAMI National Charity League, Juniors National MS Society New Vista School · Newport Bay Naturalists and Friends · Newport Beach Association of Realtors · Newport Beach Little League ·

Newport Beach Police Association · Newport Center United Methodist Preschool · Newport Center United Methodist Preschool

Newport Coast Elementary School Fundation Newport Harbor Educational Foundation Newport Harbor Football Boosters

Newport Harbor Girls Volleyball Program Newport-Mesa Spirit Run, Inc. Northwestern University OC Child Abuse Prevention

Center OC Ride for AIDS OC Women2Women Oceana Oceana c/o SeaChange Oceana, Inc. Olive Crest Operation Help A

Hero Orange Coast Assoc of Realtors, Inc. Orange County Bar Foundation, Inc. Orange County Boy Scouts of America Orange

County Coast Keeper · Orange County Community Foundation · Orange County Performing Arts Center · Orange County Shoot for the Cure · Orange County Youth Sports · Orange County Youth Sports Foundation · Oso Grande Elementry PTA · Our Lady Queen of Angels Church Our Lady Queen of Angels School Ovarian Cancer Orange County Alliance Pacific Crest Trail Association Pacific Symphony PB·J Foods, Inc. Pedal the Cause San Diego Pediatric Cancer Research Foundation Pepperdine University

PierPride

Physical Therapy For All PhysiciansCommitteeforResponsibleMedicine

Pet Project Foundation Petsmart Charities

San Clemente Project Hope Alliance Prostate Cancer Foundation Red Cross Rise and Shine Fundraising Ronald McDonald

House Charities · Ronald McDonald House Charity · S.O.L.G. & St. Joseph · Saddleback Church · Saint Joachim Catholic School

· San Clemente Boys’ Volleyball · San Clemente Educational Fund · San Clemente Garden Club · San Clemente High School

Educational Foundation San Clemente High School Girls Soccer San Clemente Triton Lacrosse Sand Dollar Guild School

Power Seabreeze Church SEEDS Segerstrom Center for the Arts Shady Canyon Golf Club Shatterproof Shea Center

Soldiers’ Angels South County Outreach Spirit Run Splash Foundation St. Jude Children’s Research Hospital St. Margaret’s

Episcopal School Stars & Stripes Children’s Foundation

· The Breast Cancer Research Foundation · The Greater Houston Community Foundation · The Laguna Playhouse ·

STEP PTSA Stupid Cancer, Inc. Surfrider Foundation The Arthritis Foundation

The Leukemia & Lymphoma Society · The Maddie James Foundation · The Mom’s Club of Newport Coast · The Pegasus School

· The Project HOPE School Foundation · The Shea Center · The Women of Chapman · The Wooden Floor · Top of World

Tustin Public Schools Foundation Tustin

School Triton Booster Club Turtle Rock Preschool

Western Little League UCI Foundation United Way University of Southern California US Green Building Council USO / DFW Vanguard University of Southern CA Vista Del Mar Educational Foundation

Vista Verde Foundation Vocational Visions’ Voice Church of Orange County Inc · W.I.N. Foundation · With My Own Two Hands Foundation · Women’s Club of Laguna Beach · ZeroTrash, Inc.

SURTERRE COMMUNITY

Together, we will continue making Orange County one of the best places in the world to call home.

SURTERRE SUPPORTING WHERE YOU LIVE

Surterre is a company where colleagues are family, and where the communities we serve are our neighborhoods. Our agents and staff are dedicated to giving back to our local communities in many ways.

To do our part to preserve our natural environment for generations to come, Surterre is a U.S. Green Building Council member and has appointed our offices with furniture crafted from reclaimed and recycled materials. Additionally, we only use recycled paper for everything we do.

To engage our community, Surterre hosts and participates in a number of philanthropic events throughout the year. This includes a toy drive for children during the holidays, partnering with the American Red Cross to hold blood drives, and volunteering our time to various local charities and organizations, including Miracles for Kids and Second Harvest Food Bank. We also offer a donationmatching program to put financial support behind the special causes in the local communities our agents are passionate about. Together, we will continue making Orange County one of the best places in the world to call home.

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