Generating Momentum - United Real Estate

Unite�· Reale°state

I I I I I I I I

I

I

I

I

I

I

,

, , ,

, q ,

,

• I

�'

C

--

--

United Real Estate Prestige Denver www.JoinUnitedPrestigeDenver.com Call or Text Us: 720-650-2250

United·� '4,ISZ

Real Estate

Meet United Real Estate. The modern alternative to old-school real estate brokerages. In 2011, we set out with a grand plan to change how traditional real estate brokerages operate - and we are succeeding. By leveraging the company's proprietary cloud-based Bullseye ™ Agent & Broker Productivity Platform, United delivers a more profitable outcome for agents and brokers. Our revolutionary business model has launched us into the Top 10 largest brokerages in America. The industry is taking notice. Come explore our history and watch how we continue to change the real estate landscape.

THE PATHWAY TO THE MODEL OF THE FUTURE

2012

2008

1925

United® Real Estate Group Founded

• • • C�dlffrv

Real Estate Auction Services

Extended Service Offering with Formation of Auction Services Division

• •

Opened2 Company-Owned Real Estate Brokerage Locations in Dallas, Texas & Chicago, Illinois

United·

2011

United· I •1•l 1s,,.,[

G•ou•

Strate gic Client _ Serv1ces,LLC

2016 5

• •

INTERNATIONAL

REAl ESTAH NllWORK

Expanded Company-Owned Real Estate Brokerage to Washington D.C. and Philadelphia, Pennsylvania

Stefan Swanepoel Ranked CEO Dan Duffy & President Rick Haase in Power200

United® Real Estate Offered Franchise Brokerage Solutions

United Real Estate Group Accelerated Growth Plan with McCarthy Capital Investment

Swanepoel TRENDS Report Named United Real Estate the Real Estate Model of the Future ffii\ Swan.eP.oel � Trends Report

2013

Named to the Inc. S000 Fastest Growing Private Companies Inc.

5

2015

2018

Named to the Inc. S000 Fastest Growing Private Companies

Inc.

�.���I:.

Introduced Bullseye Agent Productivity Platform

Stefan Swanepoel Ranked CEO Dan Duffy in Power200

United PRD International Real Estate Network Established

Launched United Strategic Client Services

�stat;

2007

Partnered with PRDnationwide with 12S offices in Australia, Dubai, Oman, South Korea and China

Opened Company-Owned Real Estate Brokerage Location in Houston, Texas

Launched In-House Marketing & Advertising Agency

ENHANCED MarketingSolutions

•

2014

•

Featured on the CBS Emmy Award-Winning Reality Series "Undercover Boss"

•

•

Entrepreneur Franchise S00® Ranked in Top 100 New Franchises, Top Franchise and Top Brands

Launched United Relocation & Referral Network

��r!�!�.d· REFEAAAt NETWORK

Named to the Inc. S000 Fastest Growing Private Companies Inc.

5

Stefan Swanepoel Ranked CEO Dan Duffy & President Rick Haase in Power200

2017

United® Real Estate Merges with Charles Rutenberg Realty - Fort Lauderdale __

,,

__

Fort Lauderdale is just the beginning for us. United will grow alongside exceptional leaders like John Nestor and Cynthia Benchick, giving more agents the opportunity to keep what they earn while providing high-quality service to their customers. - Dan Duffy, CEO

--,, -REGIONS SERVED:

FORT LAUDERDALE AND SOUTH FLORIDA 23 1 1,010 YEARS IN REAL ESTATE:

NUMBER OF OFFICES:

NUMBER OF AGENTS:

2019

C·R.·R.· Charles Rutenberg Realty Fort Lauderdale The Standard of Excellence

Merger joins two innovators of alternative compensation models to better serve the South Florida market

2020 United ® Real Estate I Richmond

GROWS TO LARGEST Ei FASTEST-GROWING OFFICE IN CENTRAL VIRGINIA United ® Real Estate I Louisville

SURPASSES 200 AGENT MILESTONE

United ® Real Estate I East Carolina

OPENS THEIR 3RD LOCATION TO ACCOMMODATE RAPID GROWTH •

•

__

,,

Two Great Names, Now One Company 2020

__

T he addition of VPR reflects our commitment to build United's national footprint. To do so with this market-leading company and quality people is especially rewarding.

United® Real Estate Merges with Atlanta's Largest Residential Brokerage

--,, -- Rick Haase, President

REGIONS SERVED:

ATLANTA, GEORGIA YEARS IN REAL ESTATE:

23

NUMBER OF OFFICES:

14

NUMBER OF AGENTS:

3,700

''

VPR's alliance with United Real Estate turbocharges our 21-year mission of progressive growth.

- Steve Wagner, Co-Founder

ff

--

)

I

2020

I

Another Great Company Joins United! !

Benchmark

,,

_......,_____ REALTYLLC

________

________

Benchmark and United share similar cultures; improving the lives of others is one of our primary beliefs. Our values inform our affiliate and client-based decision making.

Phillip Cantrell Founder

As a part of United, we will offer more marketing/productivity tools, education for our affiliates and more client services in the months ahead.

REGION SERVED: NASHVILLE, TENNESSEE

YEARS IN REAL ESTATE:

23

NUMBER OF OFFICES:

7

NUMBER OF AGENTS:

1,300

,,

;� Bullseye

� AGENT PRODUCTIVITY PLATFORM

2020

Bullseye's Agent Productivity Platform Brings Integrated

Technology Solution & Efficiencies to Network

__ __ THE SEAMLESS INTEGRATION INTO OUR PROPRIETARY BULLSEYE™ LISTING DATA WAREHOUSE ALLOWS US TO PROVIDE THE AGENTS A WAY TO QUICKLY EXPOSE LISTINGS TO THE MARKET IN AN AUTOMATED FASHION. THESE EFFICIENCIES SAVE OUR AGENTS TIME AND ALLOW THEM TO IMMEDIATELY MAKE A MARKET IMPACT FOR THEIR SELLERS. - DAVID DICKEY, CTO

--,, --

''

How one DFW-based real estate firm doubled its size to 10,500 agents in a single year. - Dallas Business Journal

_______________

.___

,,

2020

DOUBLED IN SIZE EXCEEDED 10,500 AGENTS Ei S 10 BILLION IN SALES VOLUME

9

•

REALTRENDS PODCAST WITH DAN DUFFY

RISMEDIA CEO ft LEADERSHIP EXCHANGE WITH RICK HAASE

''

"...I think that having a two-pronged strategy for growth allows you not to be overly dependent on either one. Our organic growth is strong, north of 20%, and that's solid organic growth - agent count, transaction count. But equally important, we see opportunities with entrepreneurs that have done amazing things in their geographic area, where we don't have a presence and they have similar models to ours."

REALTRENDS GATHERING OF EAGLES CONFERENCE WITH DAN DUFFY RECOGNIZED AND FEATURED BY

GC2019

GAMECHANGERS

l�POWER200

AS SEEN ON

inmanNEWS R E A L TRENDS F I V E

H U N D R E D

Inc.

®CBS � � Swanepoel \� Trends Report

RISMEDIAr

REALTRENDS THE TRUSTED SOURCE

� RISMedia

REAL ESTATE NEWSMAKERS

REALTOR® M

A

G

A

Z

I

N

E

POWER BRAKER REPORT

2021

''

3 United® Real Estate Leaders Named

As leaders, our paramount responsibility is not to rest on our laurels, but to engage in a constant quest to understand how to integrate new technologies, new structures and new strategies into our businesses, or we will surely face the consequences of failing to satisfy consumer demand... - Phillip Cantrell

''

,,---...._

RISMedia

REAL ESTATE NEWSMAKERS Dan Duffy

Chief Executive Officer

Our aim is to continuously improve how real estate brokerage is conducted across America. We are achieving this by delivering an unparalleled business model, brokerage support services and systems. Our innovation energy originates from None of Us are as Smart or as Strong as All of Us. - Rick Haase

Rick Haase

President

Phillip Cantrell

Founder Benchmark Realty

UNITED GIVES BACK AGENT COMMISSION DOLLARS NORMALLY RETAINED BY TRADITIONAL BROKERAGES THROUGH ITS 100% COMMISSION, TRANSACTION-BASED MODEL.

•

I I I I I

,, , ,,

/

2021

l LARGEST

th

I I I I

I

I I

I

I I I

\ \ \ \ \ \ \

\

\

REAL ESTATE BROKERAGE IN THE NATION •

\ \ \ \

\

\

\

\

''

''

RISMedia Power Broker Ranking #139 to #8 in 2021: United made the most impressive advance within the large company rankings this year.

The organization soared into the Top 10 brokerage ranking, moving up 131 positions from #139 to # 8 in sales transactions and to #14 in closed sales volume.

''

The kudos for achieving our 8th largest real estate brokerage in the nation milestone truly belongs to our agents, principal brokers and our supporting cast of employees. They collaborate, innovate and execute daily around our mission and vision which has created our unparalleled growth.

We are in the fast-moving waters of the real estate brokerage business, but it's the people of United Real Estate who continue to get it done.

We are very proud of Team United!

''

- Rick Haase, President

• #

FASTEST-GROWING REAL ESTATE BROKERAGE IN THE NATION

-

REALTRENDS T

F I V E

H

E

H U N D R E D

LISTED AS

X FASTEST-GROWING

OUTPACES GROWTH OF 99.95% OF ALL PRIVATE U.S. COMPANIES

Inc.

--.....0�

•

-

TOP0.01% OF REAL ESTATE BROKERAGES •

2021 •

AGENT GROWTH REACHES

Ranked #1 in the Greater Nashville Market Featured in Nashville Business Journal

•••

Benchmark

-.

�-------REALTY

LLC

6

IN TRANSACTION COUNT 6 TOTAL VOLUME __

,,

__

As industry leaders, we must continually innovate by offering new technologies, new structures and new strategies to delight customers. Our new alliance with United Real Estate allows us to do those things in a much bigger way than before, which will have a big impact on our success.

- Phillip Cantrell, Founder, Benchmark Realty

'' VPR has created a culture of success by adapting quickly to the changing real estate landscape.

From humble beginnings, these trailblazers built a wildly successful brokerage through a deep commitment to agent training and offering 100% agent commission ... ,__________ - Rick Haase, President

2021 •

Featured in RISMedia

A BROKERAGE PARTNERSHIP THAT WORKS Charles Rutenberg Realty Fort Lauderdale Toe Standard of Excellence

United· -.. �

Rea I Estate

2021 •

Featured in RISMedia

CHAMPIONING DIVERSITY

THE CULTURE AND THE LEVEL OF CARE WE PROVIDE TO OUR AGENTS REALLY MAKES US STAND OUT

,,

HOW DOES DIVERSITY PLAY A ROLE IN YOUR OFFICES? __

NICK BRISTOW Area Vice President & Principal Broker United Real Estate Dallas and Frisco, Texas UnitedRealEstateDallas.com UnitedRealEstateFrisco.com

REGIONS SERVED: DALLAS-FORT WORTH METROPLEX

"Dallas is a diverse city and our office and leadership embrace and take great pride in our diversity. Over 40 languages are spoken by agents in our Dallas office. United is one of the most diverse real estate companies in America. We focus on the effort to on-board agents who are keenly interested in delivering exceptional client experiences and then we help them change the financial trajectory of their careers and sometimes even their lives. When I have an interview on Zoom or in person, I'm genuinely excited to hear their story. One of the most inspiring stories I've heard and am proud to be a part of is that of Helen and Helena Homavand, sisters from Iran who have found their freedom in America and at United."

-Nick Bristow

YEARS IN REAL ESTATE:

15

NUMBER OF OFFICES:

2

NUMBER OF AGENT S:

760

Success Follows Training, Support and the Right Business Model Featured in RISMedia

REGIONS SERVED: GREATER RICHMOND 6 VIRGINIA BEACH, VIRGINIA JOHNBrokers/Owners AND JEFF FINN

United Real Estate I Richmond Richmond, Virginia UnitedRealEstateRichmond.com

,,

HOW DOES UNITED SUPPORT YOU IN YOUR DAV-TO-DAV OPERATIONS AND THE EVOLUTION OF YOUR BROKERAGE?

__

__

We don't have to reinvent the wheel. They have great support staff in place for branding, website development, tech support, marketing, etc. They take care of all the little things, which is a big thing, and that allows us to go out and grow our business.

- John Finn

YEARS IN REAL ESTATE:

JOHN 44 JEFF 17

NUMBER OF OFFICES:

2

NUMBER OF AGENTS:

240

/Ill/II/Ill

2021 •

Featured in RISMedia

SUCCEEDING WITH A VALUE-DRIVEN BROKERAGE MODEL

''

Louis and Christine Parrish BROKERS/OWNERS

What attracted you to United Real Estate?

We left no stone unturned when shopping for a franchise that would give us the freedom to work our business in a way that would fit our market. With United, we did the right thing in that we focused on the alignment of values prior to looking at their tech/marketing stack and other tools they offered. And while United's tools are fantastic, one of the main reasons we joined is because we finally found our people. - Louis Parrish

United Real Estate I Specialists - Southern Arizona UnitedRealEstateSouthernArizona.com United Real Estate I Specialists - Scottsdale UnitedRealEstateSpecialists.com

REGIONS SERVED: METRO TUSCON 6 SCOTTSDALE YEARS IN REAL ESTATE:

ff

LOUIS 26 CHRISTINE 13

NUMBER OF OFFICES:

2

NUMBER OF AGENTS:

75

2021 •

Featured in RISMedia

Maintaining Balance and Momentum With a True Agent-Focused Model Chris and Valerie Scherrer OWNERS

United Real Estate I Indianapolis Indianapolis, Indiana UnitedRealEstatelndy.com

REGIONS SERVED: CENTRAL INDIANA CHRIS 28 VALERIE 12 1

140

''

"The Scherrers' success in building their brokerage and changing their agents' financial trajectories is what a full-service, 100-percent commission, transaction-fee model is all about. Chris and Valerie are true servant leaders and carry a wonderfully positive stance through life. United's mission is to deliver an economically efficient array of brokerage services and support -which, in turn, enables higher income for their agents."

- Rick Haase, President

"FIND YOUR FREEDOM ® "

tagline is more than just a "United's tagline. In fact, it is living and breathing in the way our agents do their business. That being said, we want our agents to find their freedom so that they can run their business the way it needs to be run in order to reach both their financial and personal goals:• - Valerie Scherrer

SUSTAINING GROWTH Featured in RISMedia

2021 •

Jeff Bailey

COO/OWNER

Todd Bailey CFO/OWNER

•

Anthony Laurita BROKER/OWNER

United Real Estate I North Jersey Fair Lawn, New Jersey UnitedRealEstateNorthJersey .com

UNITED WAS HEAD AND SHOULDERS ABOVE THE COMPETITION, SPECIFICALLY WHEN IT CAME TO THEIR TECHNOLOGY, SUPPORT AND LEADERSHIP...

- JEFF BAILEY Ill

REGIONS SERVED: NORTHERN/CENTRAL NEW JERSEY 6 NEW YORK YEARS IN REAL ESTATE:

JEFF 23 TODD 23 ANTHONY 38

NUMBER OF OFFICES:

5,SOON TO BE 6

NUMBER OF AGENTS:

NEAR 500

2021 •

Featured in RISMedia

Brenda Cole Principal Broker United Real Estate I DFW Properties Grapevine, Texas UnitedRealEstateDFWProperties.com

REGIONS SERVED: DALLAS-FORT WORTH METROPLEX

32 1

42

Making a Difference in the Lives of Others How have your agents benefitted from aligning with United Real Estate?

''

... they've continued to move in a positive direction financially. I enjoy seeing those with children have more time to spend with their kids because they're making more money with United's low-fee transaction model, and I take pride in the fact that the United model has enabled agents to make a living selling real estate full-time.

- Brenda Cole

•

2021

Featured in Ingram's Magazine, Written by Dan Duffy, CEO, United Real Estate

There Are Fast Growth Firms, and Then There are EHGOs

Growth at the highest possible level will never come from someone else's game plan.

There are literally thousands of books that have been written about starting, managing, improving, preserving and growing businesses, in all types of organizations. Truly insightful ones, those with original thought, are very rare. Rarer still are works on how to create an exceptionally high growth organization (EHGO). There is a reason this is the case.

EHGOs come into existence by not following what others have done before them, which makes it challenging to capture the tangible attributes, let alone the ethereal intangible ones, of these organizations within the pages of a book.

THERE'S A CERTAIN EXHILARATION THAT COMES FROM DOING THINGS NO ONE HAS DONE BEFORE, OR IN A WAY NO ONE HAS THOUGHT OF BEFORE.

IIIIIIIIIII

Featured in RISMedia, Written by Rick Haase, President, United Real Estate

THE SECRETS OF HIGH GROWTH REAL ESTATE BROKERAGES

The organizations that achieve exceptionally high growth have an invigorating and energizing story that makes stakeholders want to get out of bed in the morning and make it happen. United Real Estate's mission is to change the financial trajectory of our agents' and brokerage owners' careers and sometimes even their lives. That's what gets us out of bed in the morning. We succeed in achieving our mission frequently.

I 02 EXPLOSIVE GROWTH

DRIVEN BY TECH, LOW-FEE + BROKERAGE MODEL

l

ON THE HEELS OF THEIR 02 EARNINGS REPORT THAT SHOWED TOTAL REVENUES INCREASING 472% YEAR TO DATE AND THE NUMBER OF AGENTS ALMOST DOUBLING

II REALTRENDS

United topped the ranking as No. 1 Fastest-Growing in both unit percentage (42.1 % increase from the year prior) and sales percentage {126.8% increase from the year prior).

s

TEEN COMPANY

by Investment Banking Group, D • A . D av1"dson

2021

CELEBRATING

I

��B u IIseye � CLOUD-BASED PRODUCTIVITY PLATFORM

..

2022 •

United Real Estate Leaders Recognized for Advancing the Industry Leading the charge in technology innovation, expansion of national network and triple-digit growth in sales ,,,,---......_

, '' Recognition by our colleagues for the work we are doing is extremely validating. We are continuing to innovate and increase value for brokerages, agents and their clients. As a result, we are rapidly growing and attracting regionally dominant brokerages and, in turn, becoming collectively stronger;· says Duffy. "Without the effort of our leaders, staff, brokers and agents we would not be where we are today. They deserve the praise."

L

Dan Duffy

Chief Executive Officer

LUMINARY: the founders and leaders who've built and grown their companies to achieve enormous success.

S TH

TIME ON THE LIST

Rick Haase

President

INFLUENCER: those who inspire leadership, innovation, creativity and success in their businesses and industry.

5 TH TIME ON THE LIST

David Dickey

RISMedia

Chief Technology Officer

REAL ESTATE NEWSMAKERS

TRAILBLAZER: the agents of change who are keeping pace with innovation, moving the industry forward and improving agent-client relationships.

United Real Estate Leadership Among Top 100 Most Influential in the Nation #50 Dan Duffy

Chief Executive Officer

T3 60

#90 Rick Haase

' Swanepoel

President

POWER

"To be recognized objectively by our industry as doing good work and making a difference in the real estate landscape is quite a tribute to our company and our people. It's an honor and a privilege to be carrying the flag for sure, and the real credit goes to our agents and employees." - Rick Haase, President

2022

________

___,

UNITED IS LEADING THE CHARGE IN REAL ESTATE INNOVATION NAMED A TECH 100 REAL ESTATE COMPANY

BY HOUSINGWIRE """TECmlOO

..... REAL ESTATE

�e�· �@'Bullseye � I Estate Rea

ctnuo-BASEO PRODUCTIVITY PLATFORM

The real estate industry has been a technology, laggard compared to other industries in the past but now all of that is changing, and fast!

L

-

--,,-------------United Real Estate set out to change how traditional real estate brokerages operate. Since then, the company's business model has launched them into the top 10 largest brokerages in America. By upending the traditional brokerage model, United Real Estate created cost-efficiencies to return more dollars to Agents, their families, clients and communities." - HousingWire

'' United Real Estate's comprehensive agent services and programs delivered via Bullseye Agent Productivity Platform are a tremendous competitive advantage.

''

2022 !

United® Real Estate Expands Houston Operations with Texas United Realty Merger Texas

- Rick Rogers, Principal Broker

HOUSTON 1 750

�

United Realty F'I

Rick Rogers

Principal Broker

Jeannie Rogers

,, We are thrilled our merger dramatically strengthens Texas United Realty's current agent offerings, mentorship program and full-service brokerage support we' ve built over the years. ff

Founder

Ill/Ill/Ill

While Texas United's size, growth and market share were appealing, we were also attracted to the alignment of our cultures and their unique mentorship program which makes them a standout in the Houston marketplace.

- Dan Duffy, CEO

2022 !

United Real Estate Enters Alabama with

Leading Edge Real Estate Group Merger LEADING EDGE

r

•

! LEADING

�

LEADING EDGE ® REAL ESTATE GROUP

'' Leading Edge Real Estate has always monitored what to provide for the best agent and customer results. We are absolutely certain United Real Estate is the answer to how we and our agents grow best in the future. tt Danny Sullivan, Founder

r:,e are pleased to grow our national network with high-quality professionals with a strong regional reputation. What's most fulfilling is that our proprietary Bullseye ™ Cloud-Based Productivity Platform will fuel their growth in the Greater Huntsville and Birmingham markets and beyond.

- Rick Haase, President

''

We built our company for our agents. With United's resources, Leading Edge Real Estate Group will expand rapidly by providing superior buying and selling experiences with our tech-enabled agent base.

''

- Charlene Sullivan, Founder

NORTH ALABAMA & SOUTHERN TENNESSEE 13 200

''

''

MAKING BIG WAVES IN THE FAST-MOVING WATERS!

''

''

''

''

''

\ \ \ \ \ \ \ \ \

2022

th

We are now the 7th largest brokerage operation in America all because of you.

Thank YOU, United Nation!

\ \ \

l

/ / , / /

LARGEST

''

....

.... ...... .. .. .. ..........

-------------------- ----

,' , , ,

,,'

,

,,, , ,

,,

, ,'

I

I

I

I

! / I I

I

,

I

I

I

,

(

I I

I

,

,,

, I I I I I I

I

�

,/ "

,

I I I I I

REAL ESTATE BROKERAGE IN THE NATION •

55.5 °/o FROM 10,000 TO 16,000+ IN A SINGLE YEAR!

''

[,. ,/ >' I I

I

\ \ \ \ \

\

\

\\

\ \

\\

\

\

\

\

\

'

,,

,/

,

®

United........ �

Real Estate

C·R.·R.· Charles Rutenberg Realty Fort Lauderdale The Standard of Excellence

Benchmark

LEADING EDGE®

------REALTYLLC

•••

YEl.l

REAL ESTATE GROUP

Texas �

United Realty

STAY TUNED...