Thomas Group Listing Presentation

THE D. A. UDALL FAMILY TRUST

1605 Arch Bay Drive

Newport Beach

Prepared by:

THE THOMAS GROUP

BRIAN THOMAS  JENNIFER THOMAS

949.422.6409  949.422.6407 bthomas@surterreproperties.com · jthomas@surterreproperties.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

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.

The Power of One Equals

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.

The Power of One Equals

BRIAN THOMAS

Brian has developed a strong reputation among his clients and colleagues alike as a premier agent in coastal Southern California. Known for his impeccable work ethic, impressive negotiating skills, well-rounded grasp of the market, and custom marketing approach, Brian is a leader in the industry. His genuine commitment to customer service never falls short of absolute satisfaction. Each client receives an exceptional level of attention, professionalism, and premium resources, which results in transactions completed with the utmost efficiency and incomparable results.

Together with his wife Jennifer, Brian has created a team of extraordinary service. Understanding the significance that buying or selling a home holds in the lives of their clients, The Thomas Group works exceedingly hard in their efforts to meet and exceed their clients’ needs.

With the support of Surterre Properties®, one of Orange County’s leading luxury real estate brokerages, The Thomas Group has access to the most superior amenities the industry has to offer. Surterre’s commitment to incomparable client service means the team is well prepared to exceed clients’ expectations. Together with Surterre and The Thomas Group, Brian offers clients in Orange County the opportunity to experience a new level of quality when it comes to excellent real estate service.

JENNIFER THOMAS

Jennifer Thomas is a standout figure in the luxury real estate industry, leaving an enduring impact on Orange County through her unwavering work ethic and commitment to unparalleled client service. A graduate of University of Southern California’s Marshall School of Business, Jennifer holds a dual degree in Business Administration with an emphasis on Real Estate Finance and Marketing. Her genuinely ethical and friendly nature instills a spirit of trust and integrity in her business transactions and personal dealings. Recognized for her superior dedication to her clients, passion for real estate, impeccable sales techniques, and tireless marketing tactics, Jennifer has become well-known as a reliable, efficient, and successful agent in the industry.

Notably, Jennifer and her esteemed team at The Thomas Group have been honored as America’s Best Real Estate Professionals by RealTrends since 2016, placing them in the elite top 1% of agents nationwide. They have also been consistently named Real Estate All-Stars by Orange Coast Magazine, an accolade awarded only to those achieving an annual sales volume in the top 1% of all agents in Orange County. Jennifer’s passion for connecting with clients is evident in the amount of repeat and referral business The Thomas Group welcomes each year.

DRE#01396350

In addition to her achievements in real estate, Jennifer is devoted to her family, cherishing her role as a loving mother to her triplets. Her ability to gracefully navigate the delicate balance between professional success and the warmth of home life serves as an inspiration to all who know her. Recreationally, Jennifer has excelled on the links — her passion for golf has led to her becoming a fierce competitor! She is also deeply involved in her community and enjoys volunteering with young children at her church. As a member of the Newport Beach Country Club, Jennifer continues to pursue her love of golf while also enriching her connections within coastal Orange County.

THE THOMAS GROUP SALES TRANSACTIONS

28801 San Juan Creek Road San Juan Capistrano $24,000,000

3408 Ocean Boulevard Corona del Mar $13,700,000

1325 Dolphin Terrace Corona del Mar $10,972,500

121 Milford Drive Corona del Mar $10,000,000

4807 Seashore Drive Newport Beach $8,000,000

1933 Galatea Terrace Corona del Mar $8,000,000

231 Larkspur Avenue Corona del Mar $7,998,000

4 Torrey Pines Lane Newport Beach $7,375,500

4 Torrey Pines Lane Newport Beach $7,150,000

2506 Altamar Drive Laguna Beach $6,675,000

238 Evening Canyon Road Corona del Mar $6,300,000

512 Angelita Drive Corona del Mar $5,950,000

206 Morning Canyon Road Corona del Mar $5,575,000

9 Cherry Hills Lane Newport Beach $5,250,000

306 Orchid Avenue Corona del Mar $5,220,000

121 Milford Drive Corona del Mar $4,900,000

4 Cape Danbury Newport Beach $4,800,000

130 Shorecliff Road Corona del Mar $4,750,000

22 Blue Grass Irvine $4,750,000

2515 Blackthorn Street Newport Beach $4,600,000

36 Via Burrone Newport Coast $4,500,000

22 Blue Grass Irvine $4,500,000

1311 Santa Barbara Drive Newport Beach $4,395,000

222 Goldenrod Avenue Corona del Mar $4,200,000

3 Hermitage Lane Newport Beach $4,200,000

1026 Sandcastle Drive Corona del Mar $4,195,000

121 Milford Drive Corona del Mar $4,150,000

59 Boulder Irvine $4,125,000

344 Harold Drive Laguna Beach $4,050,000

27 Monaco Newport Beach $3,900,000

248 Evening Canyon Road Corona del Mar $3,850,000

1966 Port Claridge Place Newport Beach $3,400,000

9 Spanish Bay Drive Newport Beach $3,400,000

3601 Catamaran Drive Corona del Mar $3,275,000

212 Marguerite Avenue Corona del Mar $3,000,000

1603 Arch Bay Drive Newport Beach $3,000,000

125

4 Vintage Drive Newport Beach $2,800,000

9 Landport Newport Beach $2,800,000

1030 Sandcastle Drive Corona del Mar $2,750,000

41 Montpellier Newport Beach $2,750,000

1441

24

5508

5

2

607

616

500.5

409

31176

4 Vintage

24

29

1403

1275

2506

229

1405 High

431.5

1402

1603

1616

55 Windwalker Way Tustin $1,420,000

2 Fayette Circle Ladera Ranch $1,400,000

1618 Arch Bay Drive Newport Beach $1,399,999

1620 Arch Bay Drive Newport Beach $1,377,500

306 Orchid Avenue Corona del Mar $1,365,000

212.5 Marguerite Avenue Corona del Mar $1,360,000

2 Fayette Circle Ladera Ranch $1,360,000

1430 High Bluff Drive Newport Beach $1,353,000

1420 Sea Ridge Drive Newport Beach $1,350,000

3068 Corte Portofino Newport Beach $1,320,000

1435 Sea Ridge Drive Newport Beach $1,310,000

375 Vista Baya Newport Beach $1,290,000

4 Kane Lane Ladera Ranch $1,290,000

508 West Bay Avenue Newport Beach $1,250,000

6121 Sierra Bravo Road Irvine $1,250,000

1442 Sea Ridge Drive Newport Beach $1,200,000

1435 Sea Ridge Drive Newport Beach $1,185,000

2634 Vista Del Oro Newport Beach $1,175,000

120 East Bay Avenue Newport Beach $1,175,000

33791 Brandon Lane San Juan Capistrano $1,160,000

14 Saint Pierre Newport Coast $1,150,000

1612 Arch Bay Drive Newport Beach $1,125,000

1442 Sea Ridge Drive Newport Beach $1,125,000

1436 Newporter Way Newport Beach $1,120,000

5110 East Glen Arran Lane Orange $1,090,000

1602 Arch Bay Drive Newport Beach $1,050,000

1605 Arch Bay Drive Newport Beach $1,039,375

21 Seabrook, 71 Newport Beach $980,000

1618 Arch Bay Drive Newport Beach $959,000

1425 Sea Ridge Drive Newport Beach $950,000

4

What you get with

THE THOMAS GROUP

1) We Will Save You Time & Make This Process As Easy & Stress-Free As Possible

Not only do we handle all the photography and typical real estate-related responsibilities like Open Houses, we do so much more than that. We know your time is valuable, and by managing things like painting, flooring, minor renovations, and other contract work, we will get your home in prime selling condition while also relieving you of the burden of having to do it yourself.

2) We Will Provide Industry-Leading Marketing Strategies to Sell Your Home Faster

In addition to professionally designed print marketing materials like flyers and brochures, ads will be placed in the Daily Pilot, Coastal Real Estate Guide, and LA Times Home of the Week Online. Your property will be featured on Surterre’s mobile app and will be on a Direct Mail Campaign distributed to Orange County CEOs and VIPs interested in high-end listings. On the digital front, your home will be featured on LuxuryRealEstate.com, ListGlobally.com, Juwai.com, and Juwai Luxe, and Facebook ads will be run both on Surterre’s Facebook and Instagram pages in addition to TheThomasGroupOC Facebook and Instagram pages.

3) We Will Give Your Home Maximum Listing Exposure Through Our Exclusive Affiliates

We will promote your home with digital advertising and a targeting package that will expose your home online and receive up to 50,000 views from six top websites including: LATimes.com, OCRegister.com, NYTimes.com, Bloomberg.com, People.com, and many more. In addition, your listing will have a property website and will be featured on SurterreProperties.com in the Luxury Home Page section and have global exposure with listing syndications appearing on over 100 syndication websites including: Realtor.com, Trulia, Zillow, OC Register, RightMove Overseas, and Homes.com. No avenue will be left unturned in getting your home the most exposure possible.

Client Testimonials

“We had an offer the first week on the market–closed 45 days later and all went smoothly through the whole process. Brian and Jen were brilliant and effective in putting together the sales strategy, collateral, and all photo/video materials. They were both genuinely great communicators throughout the whole transaction.”

~Satisfied Client

“Jennifer knows the area like the back of her hand. She really took time to understand our needs as a family with four kids. She helped us find the perfect place for our transition. Her professional relationships even allowed us to see homes that were not on the market. Jennifer really knows how to provide a personal touch. We couldn’t have had a better experience.”

~Satisfied Client

“Outstanding. Brian and Jennifer have represented us on several occasions, on purchases and sales, and I have had nothing but extremely positive results. They are skilled, responsive, accommodating, and conscientious. I would, without hesitation, recommend them to anyone looking to purchase or sell a residence in Orange County, especially if they are working within a higher price range.”

~Satisfied Client

BUYERS STUDY

51%

ONLINE

29%

THROUGH A REAL ESTATE AGENT

10%

FRIEND, RELATIVE, OR NEIGHBOR

5%

DIRECTLY FROM SELLER/KNEW SELLER

FOR SALE OR OPEN HOUSE SIGN 4%

HOME BUILDER OR THEIR AGENT 1 %

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

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

MILLION + HOMES SOLD

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

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.

UNITED KINGDOM

SWEDEN

AUSTRIA

GERMANY

IRELAND

CANADA

NETHERLANDS

BELGIUM

LUXEMBOURG

UNITED STATES

BAHAMAS

TURKS & CAICOS

SAINT MAARTEN

SAINT BARTHELEMY

DOMINICAN REPUBLIC

MEXICO

CAYMAN ISLANDS

COSTA RICA

FRANCE

SPAIN

PORTUGAL

MONACO

SWITZERLAND

FINLAND

LATVIA

INDIA

UNITED ARAB EMIRATES

MAURITIUS

SINGAPORE

ISRAEL

TURKEY

CROATIA

GREECE

ITALY

6 Continents

40+ Countries

3,800+ Offices

130,000+ Advisors

AUSTRALIA

CHINA

NEW ZEALAND

FINLAND

LATVIA

CHINA

INDIA

UNITED ARAB EMIRATES

MAURITIUS

SINGAPORE

SWEDEN

AUSTRIA

GERMANY

UNITED KINGDOM

IRELAND

CANADA

NETHERLANDS

BELGIUM LUXEMBOURG

UNITED STATES BAHAMAS

TURKS & CAICOS

SAINT MAARTEN

SAINT BARTHELEMY

DOMINICAN REPUBLIC

REACHING GLOBAL BUYERS

ISRAEL

TURKEY

GREECE

CROATIA

MONACO

AUSTRALIA

MEXICO

CAYMAN ISLANDS

COSTA RICA

FRANCE

SPAIN

PORTUGAL

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

ZEALAND

NEW

SWITZERLAND

ITALY

Which means you get the highest price for your home.

6 Continents

40+ Countries

3,800+ Offices

130,000+ Advisors

China (+400 cities in China)

Thailand United States AustraliaCanada

New Zealand

UnitedVietnamKingdom

Malaysia

Japan

And 48 Other Countries Globally

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.

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

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

SURTERRE STUDIO

SURTERRE STUDIO

Southern California’s Best Real Estate AD AGENCY

· 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 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.

“With over $28 billion in overall sales, we know how to market your home.”

Before

Before After

VIRTUAL STAGING

Home staging can increase the speed and price at which a property sells. Moreover, 81% of buyers’ agents say that staging makes it easier for their buyers to visualize the house as a future home.

Staging can increase the speed and price for which a home sells.

Surterre goes beyond exposing our listings to the most viable prospects and actually helps these buyers envision themselves living in your home thanks to our partnership with a virtual staging solution. With this technology, the design experts can showcase your home in the most appealing way that compels buyers to contact you for a tour. This enables you, the seller, to avoid the inconvenience and expense of traditional staging.

Our services include virtually staging vacant rooms as well as removing existing furniture and replacing with modern versions for an updated look.

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.

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%

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?

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

Facebook

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.

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

SURTERRE COMMUNITY

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.

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.

SURTERRE TRUSTED RESOURCES

At Surterre Properties ®, our team is dedicated to ensuring all aspects of your real estate transaction are seamless and hassle-free. In order to provide you with the best service, we offer the assistance of our valued and trusted resources: Blue Water Escrow, Sandstone Financial, Ticor Title, and First American Home Warranty .

Working with these industry professionals is sure to provide you with the most pleasurable experience before, during, and after your home purchase or sale.

ESCROW

Selecting an escrow company to handle the closing of your real estate transaction —whether you’re buying, selling, or refinancing— is one of the most important decisions you’ll ever make. It is vital that the escrow company meets certain criteria—and all organizations are not created equal.

At Blue Water Escrow, our team of highly experienced professionals possesses knowledge, experience, and integrity. They are vetted and certified according to the strictest requirements. All of our employees, including officers, directors, and managers, have passed mandatory background checks and fingerprinting conducted by the Department of Justice to ensure your transaction is handled professionally and securely.

Additionally, our Blue Water Escrow office is headed by a seasoned Branch Manager to ensure clients receive the greatest level of discretion and care with their sensitive information. A trusted choice of Orange County’s savviest real estate agents and brokers, Blue Water Escrow is also preferred by the market’s most discerning buyers, sellers, and property investors.

FINANCIAL

When it comes to purchasing a home or refinancing an existing mortgage, we believe clients deserve the confidence that comes with knowing the industry’s most knowledgeable professionals are hard at work to turn dreams into reality.

Comprised of the mortgage industry’s most prominently established professionals, Sandstone Financial Group is a boutique firm designed to offer clients a comprehensive set of options to satisfy their most discriminating needs. Focused on outstanding, personalized service, Sandstone’s seasoned loan officers are characterized by their ability to procure results in any economic condition.

An affiliate of luxury real estate firm Surterre Properties® , Sandstone upholds the highest standards not only when it comes to lending practices and customer service, but when it comes to conducting operations in an eco-friendly manner.

HOME WARRANTY

Protecting your household budget is no small task. With a homeowner warranty from First American, you don’t have to worry about huge, unexpected repair or replacement bills or finding a qualified contractor when a covered home system or appliance breaks.

Our home warranty coverage includes unlimited requests for service. In fact, the average First American Home Warranty customer needs service at least once per year. You can contact our Service Department 24 hours a day, 365 days a year, simply by placing your service request online or by calling us.

First American Home Warranty Corporation has been an industry leader in home warranty for more than 35 years. We have the experience, integrity, and stability to honor our commitment to you.

TITLE

Ticor Title is one of the nation’s premier real estate service companies, providing title insurance and other real estate-related products and services. Our employees are committed to providing our customers with a level of satisfaction that is unparalleled in the title insurance industry. Based on our experience and expertise, we are confident that you’ll see the difference.

Security of our policyholders is always our main priority at Ticor Title, which is why we have an A+ claims rating—and that means peace of mind to our customers.

Our Value-Added Title Services Include:

Residential Title Policies & Endorsements

· Reinsurance & Coinsurance

National Default Services (Trustee Sale Guarantees)

· Plotted Easements

Variance Reports

Residential Parcel Map & Subdivision Guarantees

· National Recordation Services

Accessible & Capable Team Members

Preliminary Reports/Title Commitments

· Centralized Title Production

Centralized Underwriting

Online Ordering & Electronic Product Delivery

· Transaction Tracking & Real-Time Status