USVI Join the Blue by Schmidt Family of Companies

This is the real estate company that shines like no other. The Coldwell Banker® brand is the North Star of the real estate industry. Guiding people to the homes of their dreams and leading affiliated agents to a successful and fulfilling professional path has been our calling for well over a century. It’s a passion and pursuit we take deep pride in, creating and exceeding impeccable standards in every aspect of the real estate experience. We are a brand devoted to the service of our clients, the success of our network and the remarkable power of home. We’re committed to creating dominant winners in every market we serve. It’s something we call the Coldwell Banker Way. In the following pages, we invite you to learn more about the Coldwell Banker Way. We believe our depth of care, our suite of production-boosting resources and our inspiring culture make this company an extraordinary home for real estate professionals.

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TABLE OF CONTENTS

FOCUS ON THE FIVE

DIVERSITY & INCLUSION

OUR STORY

COACHING TO CONFIDENCE

A CULTURE OF CARING

TECH

24 BY THE NUMBERS

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43 USVI EXCLUSIVES

TABLE OF CONTENTS

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DIGITAL ACCELERATOR

COMMERCIAL

PUBLISHING NETWORK

JOIN THE BLUE

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Empowering your

success in business and in life. At Coldwell Banker® the most important part of our business is our agents and brokers. In fact, our number-one priority is helping you live an exceptional life. How do we do it? With our Focus 5. Focused on the things that drive agent success, this powerful system is the basis of our most unique and effective offerings.

PEOPLE It is the highest honor to provide the service and support needed to achieve the most ambitious goals while providing a culture of success and positivity that empowers and unites.

Brand Blue is daring. Blue is determined. Blue is driven to succeed. Blue is having the courage to dream big and the boldness to let nothing stand in your way.

EDUCATION Top-level proven sales training to develop dominant winners and ensure maximum productivity and effectiveness in every market we serve.

Technology Leveraging the latest industry trends to maintain a leading edge while providing indispensable platforms that are easy to see and deliver the ultimate competitive advantage.

Marketing World-class marketing services that communicate your value proposition and define your personal identity to generate sales opportunities and stand out, even amidst the most intense competition.

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When choosing a real estate company, size definitely matters. The Coldwell Banker® brand is a global network of over 100,000 agents spanning 40 countries, united by what is perhaps the strongest legacy in real estate. As an individual agent, you’ll see some serious advantages from affiliating with one of the industry’s largest names. Advantages such as global referrals, unparalleled brand recognition, advertising campaigns, and advanced tools ensure that our agents have the resources they need to maximize their business. Because when it comes to your real estate business, bigger is most certainly better.

It’s all about you. We provide unparalleled, complimentary support.

We’re here to support you. You have an expansive team of support people behind you every step of the way. We provide unparalleled resources in technology, lead generation, relocation/referrals, and personalized marketing to help our agents reach their sales and revenue goals in an environment that is geared toward success.

WORLD-CLASS SUPPORT IS OUR SPECIALTY President, Marketing

Agent Service Coordinators

Digital Marketing & Technologies Manager

Commission Specialists

Digital Marketing Specialists Continuous Improvement Manager Graphic Designers Print Specialists/Print Shop Commercial Real Estate Marketing Specialists Luxury Ambassadors Regional Marketing Coordinators Sales Managers

Regional Presidents, Vice Presidents, and Directors In-House Attorney President, Commercial Real Estate & Property Management Commercial Coordinators Property Management Specialists Relocation Services Referral Coordinators and MORE!

Regional Service Coordinators

Put your energy into your clients, and let us handle your marketing! Our team of professional designers and digital marketing specialists are here to create totally custom designs for you, whether you need social media marketing graphics or ads, postcards, brochures...the options are endless! Let us help to increase your digital presence, advertise your services and listings, attract buyer and seller lead opportunities, and more!

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Our Schmidt family story. Schmidt Family of Companies is the parent company to its whole Coldwell Banker franchise. We are a fifth generation, full-service brokerage firm founded in 1927 specializing in residential, luxury and commercial real estate, property management, mortgage, and title services. H. F. Schmidt Real Estate, as the firm was originally known, was based on the principles of honesty, integrity, and an unwavering commitment to outstanding service. Harold Schmidt’s adherence to these standards of excellence earned him the trust and confidence of his clients, building a solid foundation for what was to become one of the most respected and largest real estate brokerage firms in the Midwest. Harold’s son, Joseph Schmidt, joined the company in 1946 and under his leadership the company experienced unparalleled growth. His sons, Fred and Ken, entered the company in 1962 and 1968, respectively. Today, Ken’s son, Mike Schmidt, is the Chairman and CEO of the firm, Steve Bell is the President and CFO, and Tom Gray is the COO. The firm joined Coldwell Banker Corporation as a franchisee in 1983. Our Coldwell Banker franchise is the largest in the Coldwell Banker network based on the number of offices and third based on units sold. Coldwell Banker Commercial named us the number one affiliate in North America. Coldwell Banker St. Croix Realty joined the Schmidt Family of Companies in 2018, and we expanded our ability to serve the US Virgin Islands community with the opening of Coldwell Banker St. Thomas Realty in 2021.

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Coldwell banker us virgin islands Coldwell Banker has a diverse group of agents, some of whom have been lucky enough to have lived on island their entire lifetime. Others moved here for a better quality of life. We are ambassadors for St. Croix and St. Thomas and experts in the local real estate markets. With all the tools and marketing assets of the global Coldwell Banker real estate network, the Coldwell Banker St. Croix Realty and Coldwell Banker St. Thomas Realty agents are well positioned to help you sell your island home. Our full-time real estate agents are strategic and diligent in seeing to all aspects of listing and closing your sale. We will provide comparable home sales on St. Croix and St. Thomas, advise you on your home’s value based on market data, make staging suggestions, and write an enticing description with quality photos and videos, all of which will position your USVI real estate listing for optimal visibility — through the MLS, the Coldwell Banker St. Croix Realty and Coldwell Banker St. Thomas Realty website, realtor.com, Zillow, social media and other publications. As your selling agent, we will field inquiries, negotiate offers to optimize your position, confirm that the buyers are qualified and ensure that you understand all of the terms. We are part of the master franchise of Coldwell Banker Island Affiliates connecting all of the Coldwell Banker offices within the Caribbean, which also creates a broader market for your island property.

Coldwell banker island affiliates Coldwell Banker Island Affiliates was created in 1997 when Coldwell Banker began pursuing their vision of a global real estate company. The vision was, and is today, to grow the presence of the Coldwell Banker franchise brand by carefully selecting and awarding exclusive franchises to the preeminent real estate firms in each country partnering their local expertise with the Coldwell Banker systems and resources. Since 1997 they have successfully expanded to Aruba, Bahamas, Barbados, Bermuda, British Virgin Islands, Cayman Islands, Curacao, Dominican Republic, Jamaica, Freeport/Grand Bahama Island, Grenada, Puerto Rico, Nevis, St. Kitts, St. Croix, St. Thomas, French St. Martin, Dutch St. Maarten and the Turks and Caicos Islands and have 38 office locations.

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Bermuda

The Bahamas

Turks and Caico Islands

Cayman Islands Jamaica

Dominican Republic

Virgin Islands

Dominica St. Lucia

Aruba Curaçao

Grenada

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A culture of caring. We’re proud to say that Coldwell Banker® agents and offices leave their mark on their communities in incredibly positive ways. Our charitable initiatives make it easy and rewarding to get involved and make new connections in your neighborhood. In 2019, Ken and Mike Schmidt founded the Schmidt Community Fund — a place where we can all give to those that need it so much. Our guiding philosophy is to invest in our youth, programs, and initiatives in the communities in which we all live and serve that further the lifework of the Schmidt Family and the purpose of the Schmidt Community Fund, where together, we can do more. The CB Supports St. Jude campaign allows Coldwell Banker affiliated agents to make a donation for every home sale or purchase they complete to support the lifesaving mission of St. Jude Children’s Research Hospital®: Finding cures. Saving children. Since then, our CB Supports St. Jude partnership has gone on to far surpass its goals, donating more than $1.3 million to St. Jude Children’s Research Hospital since the program’s inception in 2020. It’s illustrative of the character of our network that Coldwell Banker agents and offices have countless additional causes that they choose to devote their time, energy, and resources to support. Whether benefiting outstanding local organizations or larger nonprofits that make a big impact, together, our network has donated over $31 million. It’s inspiring to see our network doing good in the world. In 2019, Ken and Mike Schmidt founded the Schmidt Community Fund — a place where we all can give to those that need it so much. Our guiding philosophy is to invest in our youth, programs, and initiatives in the communities in which we all live and serve that further the lifework of the Schmidt Family and the purpose of the Schmidt Community Fund, where together, we can do more.

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Together, we can do more. S c h m i d tC o m m u n i ty F u n d .org

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PHOTO COURTESY OF ANDY FELICIOTTI

Written by Anquanette Gaspard

Coldwell Banker U.S. Virgin Islands specializes in selling the best of the territory, from our beautiful white sand beaches and spectacular views to our average year-round 80-degree weather. While these attributes make the U.S. Virgin Islands a cherished Caribbean gem, they pale in comparison to the warm, friendly people who live and work here. Lending a helping hand to a neighbor in need is at the core of our company’s overall mission and values. As such, our team is committed to supporting the local community in various ways by giving our time, efforts, and financial contributions. The global pandemic highlighted the vulnerability of countries and nations near and far. Now more than ever, our agents are determined to identify organizations and initiatives within the community that would benefit from direct assistance from

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the company. Our franchise owner, Schmidt Family of Companies, invests in youth, programs, and initiatives in our community through their non-profit organization, Schmidt Community Fund. Carrie Skomp, VP of Operations for Schmidt Family of Companies, shared how supporting Coldwell Banker St. Croix Realty with these monetary donations aligns with their philosophy. “We truly believe that together, we can do more,” said Skomp. “Our guiding philosophy is to invest in our youth by supporting programs and initiatives in the communities in which we live and serve that further the lifework of the Schmidt Family, our agents and staff.” In May 2023, Coldwell Banker St. Croix Realty team partnered with St. Croix Christian Church to raise money for a diaper drive for the Women’s Coalition of St. Croix,

a nonprofit organization whose mission is to support and empower people impacted by violence through multiple initiatives like their 24-hour crisis intervention hotline, emergency shelter program, and more. Our agents purchased diapers or donated money for the drive. Thanks to Coldwell Banker Schmidt Family of Companies, the $1200 donation collected by the agents was matched dollar for dollar. Local warehouse retailer Cost U Less sold the diapers at cost, allowing for this donation to have a far-reaching impact on families in need. 2023 saw several initiatives led by our St. Croix and St. Thomas agents that were supported through the Schmidt Community Fund. » In September 2023, St. Croix agents Amy Crespo, Isabel Brady, and Judy Lambert volunteered at the Children’s Museum of St. Croix Worldwide Day of Play. » St. Croix agent Lorine Williams volunteers as a Women’s Coalition Advocate each month and has been a volunteer with this organization for the last 20 years. » Since 2021, our St. Thomas agent Carol Howell has been a member of the New Vibes Sports Club. She provides after-school grassroots soccer training two days a week at the St. Thomas Boys and Girls Club at the Oswald Harris Court Housing Community. » St. Croix agent Christie Powers presented a $500 check from the Schmidt Community Fund to World Ocean School. The school provides students of all backgrounds with immersive opportunities to learn to care for themselves, their crew, and their ship, becoming vessels of change in the world they inherit. » Christie also presented another $500 check from the Schmidt Community Fund to Lion Haven St. Croix Community Center. The center provides a safe place for St. Croix youth to learn, grow, and thrive while meeting the needs of the island community with afterschool tutoring and programs. Since our inception, our agents have cheerfully given back to the U.S. Virgin

“Our guiding philosophy is to invest in our youth by supporting programs and initiatives in the communities in which we live and serve that further the lifework of the Schmidt Family, our agents and staff.” Islands community in several ways, both collectively and individually. These countless contributions extend far beyond the space available to write about each project that has been supported. We are eternally

grateful to be part of this wonderful island community and look forward to continuing our community outreach with the island’s various non-profits, charities, and other organizations.

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A culture of passion, purpose, and integrity. We know that teams are here to stay — they are the direction of the future. We provide a growth plan for our aspiring agents who are interested in taking their business to the next level. Our collaborative culture supports learning and development at its very core and provides the blueprint for agents who have the desire and leadership to break into this platform.

The business of building a team. Our Team Philosophy focuses on the key skills of hiring, managing and leading a team, and harnessing innate entrepreneurial skills to build and run a business.

Business Planning/Coaching We will guide you through the process and help determine your needs. You will set annual, monthly, and daily goals in alignment with your vision and identify the activities needed to support your team’s financial goals. We’ll help you develop strategies to implement into your business plan.

Define Your Team Team Structure Define and Establish Roles Buyers Agent, Showing Assistant, Listing Agent, Inside Sales Assistant

Compensation/Economic Model Financial Benchmarks Best Practices Value Proposition Agents often see themselves as just sales people rather than business owners. Shifting that mindset requires vision, goal setting, and a solid plan that focuses on the key activities that will get results.

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The difference between

HOME

a house and a

IS LOVE. At Coldwell Banker®, we are guides, mentors, educators, friends, and confidants. But most of all, we are believers in all that home stands for. As brokers of the most significant transactions in our clients’ lives, we approach our profession with the love and appreciation that only home can create.

Why agents love the Coldwell Banker brand. The things that matter to you are the things that matter to us. We’re in constant dialogue with our affiliated agents and brokers across the country and across the world, learning your needs and challenges and supporting you with tools and resources that make a real difference in your market. The Coldwell Banker brand is dedicated to helping our people reach new heights of success.

This includes providing learning resources that are second to none — affiliated agents who took CBUSM Learning Center courses displayed greater improvement in their business during the 12 months following their coursework than the 12 months prior. The average improvement over the prior month period was an impressive 33% for closed volume.1 What’s more, our powerful brand presence pays dividends — we’ve got the most recognized real estate brand logo2 and in countless communities across the world, Coldwell Banker yard signs command their markets. This is an extraordinary brand that’s empowered our network to transact $295 billion in sales volume in 2022.3 Time after time, agents who join our network discover the powerful benefits of being a part of the Coldwell Banker community — we’re ranked #1 in agent trust.4 And we’re proud to be a home where people of diverse backgrounds and experiences thrive. Our way of doing things has made us the premier destination for agents who want results, and it’s earned their loyalty. Every day, our brand delivers at the high standard demanded by the industry’s best agents and brokers.

Closed Units, and Closed Sales Volume (collectively, the “Metrics”) were measured during this Study. To calculate the results, we took a sample of the 4,000 independent sales associates who had been affiliated with the Coldwell Banker® brand for at least a year prior to the study and who participated in CBU Learning Center learning classes and activities between January 2020 and December 2021 (the “Sample Pool”) and entered their activities into REScoreboard. All sales associates included in the study completed one or more learning classes, each ranging in duration from a minimum of three hours up to twenty-two hours. We measured the monthly Metrics generated by the Sample Pool during the 12 months prior to their taking any Coldwell Banker courses and then measured the monthly Metrics generated during the 12 months after the end date of each affiliated agent’s participation in the learning courses. This was not a controlled study; correlation does not equal causation. Past performance does not guarantee future results. Market conditions may influence results and there is no assurance any Coldwell Banker affiliated sales associate will achieve the same or similar results. 2 12/14/2021, Lucidpress, https://www.nar.realtor/magazine/real-estate-news/sales-marketing/the-most-recognizable-real-estate-brands 3 Based on Coldwell Banker Financial Data 01/01/22 - 12/31/2022 4 Coldwell Banker/Quester Agent Research/Brand Personality Perceptions January 2023 1

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The

numbers are in.

Nobody beats the Coldwell Banker® brand. Plenty of real estate companies talk a good game, but when the rubber meets the road, few others stack up to the bona fides at the Coldwell Banker brand. Whether it’s having over $295 billion in sales volume,1 leading the social and digital media environment, contributing to local communities and causes, or activating the power of a global network for referrals, the Coldwell Banker network has the competition’s number. Which means so do our agents.

Based on Coldwell Banker Financial Data 01/01/2022 - 12/31/2022

128 Years

of guiding people home.

We are the

#1 *in the world by number of offices

Coldwell Banker Franchise

S c h m idt Fam ily of C om pa n i es

100,000+ agents Across 40 Countries Coldwell Banker ®

We Clos e d

$295 Billion in sales volume in 2022 Col dwe l l Ban ke r ®

Women’s Choice Award ® Winner 6 years in a row

agents and teams who use products within our technology suite are 3.5x more productive - Based on production of agents and teams that performed an action in at least one of the following products between 10/01/2021 and 09/30/2022: Prospect Square, Listing Concierge, MoxiPresent, HomeSpotter, Exclusive Look, BrandSrv, and Market Quest. Results not guaranteed.

We are the

#3 *in the world by sold transactions

Coldwell Banker Franchise

Schmidt Family of Companies

1,900+ agents Across MI, OH, FL, & USVI S chmi dt Fami ly of Compan i es

We Clos e d

$5 Billion+

in sales volume in 2022 S chmi dt Fami ly of Compan i es

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The industry’s top

advertising.

Eleven years running. When you join the Coldwell Banker® network, your business benefits from being a part of a marketing powerhouse. From the national level, where our advertising has been the #1 rated real estate ad for 11 years in a row,1 to client outreach pieces customized just for you, discover what happens when you’re supported by the best marketing anywhere.

Beautiful Marketing Made Simple Present your business perfectly at every touch point with attention-grabbing marketing pieces and elegant design that’s ready to use. Your business can take full advantage of our market presence and professional branding by accessing a library of beautiful imagery, video, and ad graphics. And we make it seamless to customize your marketing materials across every platform: social media, websites, email marketing, and even video.

Benefit from National Advertising Our award-winning commercials appear across media where home buyers and sellers spend the most time, making for consumer brand recognition and influence of the highest tier—consumers who watched our advertising were 3x more likely to work with a Coldwell Banker affiliated agent.2 Our advertising campaigns are a rallying point for the network and a great occasion for client outreach. We make it easy to customize national campaigns to suit your local needs. In addition to powerful national advertising, our agents benefit from brand-led search engine marketing and social media lead generation campaigns for every listing on coldwellbanker.com, at no additional cost.

Experience Powerful PR The Coldwell Banker brand is a news maker in the real estate industry and beyond, earning over 21,000 PR hits last year. In 2022, we made over 33.5 billion impressions and created $100 million in publicity value for our global network.3 Our leadership team and network of agents are consistently called upon by the likes of CNBC, The New York Times, The Wall Street Journal, Cheddar, Fox Business, and Yahoo Finance as the authoritative voice in real estate.

1 2 3

Ace Metrix Scores 2012-2022. Real Estate Category. COLDWELL BANKER/QUESTER REAL ESTATE Consumer RESEARCH, June 2022. Cision, a media monitoring company, 2022.

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Supporting diversity and inclusion. The Coldwell Banker brand has long been committed to being a leader in diversity and inclusion, not just in the real estate industry but in the world at large. We’re proud to be a company where people of diverse backgrounds and experiences succeed and grow together.

Inclusive Ownership Program The Inclusive Ownership Program is designed for the important purpose of increasing the presence and power of underrepresented communities within the real estate industry. The program waives the initial franchise fee on the Main Office for people of color, women, LGBTQ+ people and veterans, and provides additional financial incentives and business support to help these entrepreneurs thrive. All of this is combined with one-on-one mentoring with our senior executives. Since its debut in 2020, we’ve welcomed 34 companies to the Coldwell Banker community through the Inclusive Ownership Program.

Fair Housing for All Our affiliated agents are proud to take the Fair Housing Pledge, a commitment to providing every client, regardless of race, gender or orientation, the same level of respect and excellence. What’s more, the Coldwell Banker brand has reimagined our Fair Housing Act workbook, making it one of the most current and comprehensive guides in understanding and abiding by this legislation.

Empowering Women The Coldwell Banker brand is deeply invested in fostering leadership and entrepreneurship opportunities for women. We host informative, fun, and inspiring events like our What Moves Her® series, championing the perspectives and talent of women in real estate. And we’re honored to be a winner of the Women’s Choice Award® for six years in a row — a recognition designated by 9 out of 10 female customers highly recommending the brand.

A Network of Belonging We’re deeply committed to our partnerships with industry associations like NAHREP®, NAREB®, AAREA, and the LGBTQ+ Real Estate Alliance that represent and support agents from diverse backgrounds. Our Agents of Change Mastermind events are another powerful opportunity for Coldwell Banker affiliated agents to network and learn together while celebrating diversity.

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Success is cause for

celebration.

The Generation Blue Experience® is a gathering unlike any other. Here, thousands of affiliated agents come together to share knowledge, have fun, and get fired up to be the best. Whether united virtually from every corner of the globe, or brought together in the most prestigious venues of amazing cities like Los Angeles, Miami, Las Vegas, Chicago, New York, and Atlanta, we gather to celebrate who we are and what we can become. Incredible speakers share knowledge, insight and wisdom. Informative classes teach new skills and the latest technology. Dozens of businessbuilding vendors are there to connect with you. Amazing social events featuring some of the world’s top entertainers let agents connect professionally as colleagues and personally as friends — many times creating friendships that last a lifetime. At the Generation Blue Experience, it’s easy to see that being part of the Coldwell Banker® brand means being part of something truly special. There’s a powerful spirit that runs through the Gen Blue community, through every agent, office and broker. We wake up inspired. Inspired to have fun. Inspired to care. Inspired to be an indispensable part of our neighborhoods. Inspired to create something amazing for our clients and our business. Across 40 countries and more than 100,000 people, we are united by our passion, by our joy, and by our desire to do great things in real estate.

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Help grow your skills and business with

exceptional education. CBUSM Learning Center CBU Learning Center is a remarkably powerful resource where Coldwell Banker® affiliated agents develop and sharpen their skills. Affiliated agents who took CBU Learning Center courses displayed greater improvement in their business during the 12 months following their coursework than in the 12 months prior. The average improvement over the prior 12 month period was 33% for closed volume and 11% for closed units.1 Discover powerful in-person and virtual programs designed to help you throughout your career, covering topics like maximized productivity, negotiating skills, listing presentations, team-building, and more.

Luxury Property Specialist Certification This powerful and elite course provides the foundation for a successful business representing exceptional properties and an affluent clientele. It’s a remarkable opportunity to learn from top luxury specialists at the Coldwell Banker brand and superstar agents from across the industry. Affiliated agents with Luxury Property Specialist Certification sell properties with a $200K higher average sales price.2

Sales and Business Coaching We offer learning opportunities designed for individual and team-building success, provided by internal and external coaches who know our systems and programs.

Commercial Training Schmidt Family of Companies is the # 1 Coldwell Banker Commercial franchisee in the company! Our commitment to excellence is reflected in the monthly custom training sessions and access to ongoing corporate commercial training.

Marketing Training Our marketing department provides bi-weekly training sessions, guiding you on the seamless integration of the diverse array of tools at your disposal. Learn now to effortlessly incorporate these tools into your daily workflow, empowering you to enhance and expand your real estate business.

Closed Units and Closed Sales Volume (collectively, the “Metrics”) were measured during this Study. To calculate the results, we took a sample of the 4,000 independent sales associates who had been affiliated with the Coldwell Banker® brand for at least a year prior to the study and who participated in CBU Learning Center learning classes and activities between January 2020 and December 2021 (the “Sample Pool”) and entered their activities into REScoreboard. All sales associates included in the study completed one or more learning classes, each ranging in duration from a minimum of three hours up to twenty-two hours. We measured the monthly Metrics generated by the Sample Pool during the 12 months prior to their taking any Coldwell Banker courses and then measured the monthly Metrics generated during the 12 months after the end date of each affiliated agent’s participation in the learning courses. This was not a controlled study; correlation does not equal causation. Past performance does not guarantee future results. Market conditions may influence results and there is no assurance any Coldwell Banker-affiliated sales associate will achieve the same or similar results. 2 Based on 2022 U.S. closed transactions reported by Coldwell Banker®. Results not guaranteed. https://bit.ly/cbglcert 1

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Say hello to a

world-class

technology suite.

Get to know Moxi. In this day and age, if you’re not leading, you’re at a major disadvantage. That’s why at Coldwell Banker®, our finger rests firmly on the pulse of technology. We leverage the latest trends and developments to keep our agents in the lead, turning Silicon Valley tech into indispensable tools that are simple to use and understand. Start with Moxi, our all-in-one platform. We want you to be successful, and we’re giving you the tools to get you there!

MoxiEngage MoxiEngage® is a powerful CRM and business planner which allows you to manage your entire book of business, create marketing campaigns, set your sales goals, and get datadriven insights that help you achieve them.

MoxiPresent MoxiPresent® creates sleek, customizable, showstopping CMAs, luxury presentations, open house flyers and neighborhood tours. Agents and teams who used MoxiPresent to create a seller presentation had 1.5x more list-side units.1

MoxiWebsites MoxiWebsites® gives you (or your team) the opportunity to create a professional, custom website in minutes, using its easy to use and versatile content management system and collection of branded web page templates.

MoxiImpress MoxiImpress® helps you promote your listings by allowing you to automatically create and distribute print, digital and social media advertising materials in a matter of minutes.

Based on average commission amount of active agents and teams with production that created a seller presentation in MoxiPresent between Oct 1st, 2021 and Sept 30th, 2022. Results are not guaranteed. 1

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Welcome to

CB Desk.

Welcome to Desk, a state-of-the-art platform with one mission: to make connecting with the Coldwell Banker brand easier than ever. With Desk, you only need one login to access all the products and programs the Coldwell Banker brand has to offer. And it combines everything you love about an intranet, news site and search engine into one easy-to-use application.

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Listings to Leads. Listings To Leads (L2L) is a technology that allows agents to automate their property marketing. Every tool provided in this program is designed to generate leads while your properties are marketed. L2L includes unlimited customizable single property landing pages, seller lead generation pages, home buyer/seller guides, and more. All of these are ready to go wherever you want to share them — social media, email campaigns, print marketing, you name it. Automated YouTube video creation, Craigslist posting tool, eFlyers, and short codes (text messaging) for every listing. Show buyers that your property is worth the investment with a single-property website. Unlike listing sites where your home is forced to compete for attention with similar properties, ads, and other distractions, a single-property website keeps the focus on your property.

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Change the game with

e-marketing. Exclusive Look Leverage the strength of your Coldwell Banker network and promote your listing before it goes live on the market. Agents and teams who used Exclusive Look earned $59.5K more.1

Prospect Square Nurturing your sphere of influence is an important way to grow your business. Staying connected with your existing sphere and expanding your contact list leads to new opportunities and new clients. The challenge is consistently generating content that your friends and family will actually appreciate receiving. Stay in touch with your contacts with automated, customizable reports and an e-marketing center. Agents and teams who used Prospect Square earned $64K more.2

Based on average commission amount of active agents and teams with production that performed an action in Exclusive Look between Oct 1st, 2021 and Sept 30th, 2022. Results are not guaranteed. 2 Based on average commission amount of active agents and teams with production that per-formed an action through Prospect Square between Oct 1st, 2021 and Sept 30th, 2022. Results are not guaranteed. 1

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Drone Photography. We understand the power of visuals and that’s why we provide our agents with complementary access to a high-quality DJI drone. Capture breathtaking aerial images and videos that offer potential users a unique perspective of the surrounding area and captivating views. This isn’t just about showing casing the property; it’s about painting a vivid picture of the entire environment, giving clients a real sense of what their dream home encompasses. Our DJI drone isn’t just a tool for property listings; it’s your ticket to capture the essence of our island paradise. Whether it’s for digital or print advertising, these aerial shots provide an unparalleled showcase of the beauty that defines our real estate market. Best of all, this incredible resource is absolutely free for our agents to use. We believe in arming our team with the tools they need to excel and the DJI drone is a game-changer in creating stunning, immersive content.

AirDNA. In our thriving market, a significant segment involves buyers investing in shortterm rental homes and condos. To empower our agents and elevate their advisory role, we integrate AirDNA into our toolkit. AirDNA provides an indepth analysis of the real estate market, offering valuable insights into potential revenue, occupancy rates and nightly rates. With this powerful tool at their disposal, our agents become well-informed advisors, guiding clients through the intricacies of short-term rental investments with confidence and expertise.

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Matterport 3D Virtual Tours In today’s digital age, the majority of potential buyers explore real estate options online before committing to an in-person viewing. Recognizing the significance of this trend, we equip our agents with the tools they need to stand out in the virtual realm. As part of our commitment to your success, we provide access to cutting-edge technology, including the Ricoh Theta 360-degree camera. This state-of-the art device empowered you to capture immersive visuals that go beyond traditional photography, allowing prospective buyers to experience a property in a whole new way. We also offer a complementary Matterport account, giving you the capability to create captivating virtual walk-throughs of your listing free of charge. These dynamic, interactive experiences bring properties to life and engage potential buyers on a deeper level. By embracing these tools, you not only enhance your listings but also cater to the evolving preferences of today’s buyers. Stay ahead of the curve with our technology support and let your properties shine in the digital space.

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Grow your business through

happy customers. Testimonial Tree is the leading online reputation management company. This testimonial software makes it easy for you to collect authentic testimonials from your happy customers and automatically share the best stories online to attract new customers. Schmidt Family of Companies provides this service to our agents complimentary, as a means of empowering our professionals. With Testimonial Tree, you decide when a testimonial request goes out to your client and which responses get posted online – automatically. Let your best clients do your marketing by posting happy reviews on their third party accounts and their social networks. This program will automatically generate social media graphics with clients’ testimonials for you to share on your social media channels. With custom surveys, you can improve operations and customer satisfaction. Gain insight into what matters most to your customers.

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The Marketing Group. The Schmidt Family of Companies is proud to offer the expertise of 18 full-time marketing professionals dedicated to designing and creating customized content for you, absolutely free of charge. Whether it’s crafting social media content, customized listing presentations, revamping your bio, managing QR codes on your signs or bringing any creative vision to life - our team is here for you. Additionally, you have exclusive access to The Print Shop, our in-house printing company, which is ready to produce a wide range of items such as business cards, signs, custom booklets, and postcards, all at very affordable prices.

Tri-Fold Brochure

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Please scan the QR code if you prefer to fill out your info rmation electron ically

Name: Phone Numb er: Email: 340-200-0100 Info@Coldwel lBankerVI.com 6200 Smith Bay

Ste 5 | St. Tho

mas, USVI 008

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Social Media Graphic

WHY TEAM LORINE? • PROVEN TRACK RECORD • LOCAL REAL ESTATE MARKET SPECIALISTS • SKILLED NEGOTIATORS • EFFECTIVE COMMUNICATORS • TRANSPARENT AND EFFICIENT • TRANSPARENT AND HONEST • WE OFFER TAILORED SOLUTIONS

LORINE R. WILLIAMS JUDY LAMBERT

REALTOR® ASSOCIATE, ACCREDITED BUYER REPRESENTATIVE, REAL ESTATE NEGOTIATION EXPERT

340.643.1837

JUDY@LORINEWILLIAMS.COM ST. CROIX BOARD OF REALTOR’S “GOOD NEIGHBOR” AWARD WINNER CHARITY: JERICHO ROAD BACKPACK PROGRAM

BROKER ASSOCIATE, CERTIFIED RESIDENTIAL SPECIALIST, GRADUATE REALTOR INSTITUTE, AT HOME WITH DIVERSITY, REAL ESTATE NEGOTIATION EXPERT, VIRGIN ISLANDS REALTOR® OF THE YEAR, GLOBAL LUXURY SPECIALIST

340.690.9628

LORINE@LORINEWILLIAMS.COM ST. CROIX BOARD OF REALTOR’S “GOOD NEIGHBOR” AWARD WINNER CHARITY: WOMEN’S COALITION OF STX

JAILEENE “JAI” CINTRON

REALTOR® ASSOCIATE, AT HOME WITH DIVERSITY, REAL ESTATE NEGOTIATION EXPERT, GLOBAL LUXURY SPECIALIST, ACCREDITED BUYER REPRESENTATIVE

340.277.6681

JAILEENE@LORINEWILLIAMS.COM SE HABLA ESPAÑOL

Rack Card

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US Virgin Islands

Newsletter.

Every month, we produce a complimentary newsletter specifically for our agents. This valuable resource includes unique content, current market data, and highlighted property listings. To make it easier for you, we have seamlessly integrated it into Moxi so you can effortlessly distribute it to your network. Enhance your communication and stay ahead in the real estate industry with our carefully designed, personalized monthly newsletter.

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US Virgin Islands

Magazine.

Every year, we produce a US Virgin Islands real estate magazine that highlights all available properties in different categories, including luxury residences, residential properties, condos, land, commercial properties, and rentals. The best part? It is completely free for our agents. What makes this opportunity even more exciting is the chance to personalize your own magazine cover with your unique branding, allowing you to make a lasting impression on clients. Our distribution strategy ensures maximum exposure, with the magazines reaching offices, airports, and various businesses across the island. Additionally, we make the magazine available online and promote it extensively through our social media platforms. This magazine goes beyond a simple collection of listings; it is a powerful tool to impress potential sellers. By presenting this professionally curated publication, you not only showcase the diversity of our property offerings but also demonstrate an additional way your clients’ properties can be effectively marketed. It’s a win-win situation for both our agents and the clients we serve.

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Level up with

Digital Accelerator. DAP is meant to do two main things: increase your digital presence across social and digital platforms AND take the stress of doing it away from you. Our in-house Digital Marketing Specialists are here to create, schedule, and advertise custom content that shares your unique value proposition with your current Sphere of Influence while also adding new clients to your Sphere - that’s our value proposition.

IGNITE Ignite creates, sets up, or refreshes your digital presence across the web for $250 - When you join as a new agent, your Virgin Islands Coldwell Banker Schmidt Family of Companies office covers the cost of this expense. This program includes: »

Set Up OR Refresh Business Facebook

Set Up OR Refresh Instagram

Set Up Google Business Listing

Set Up Testimonial Tree

Company Website Homepage

Custom Domain Connection for website

LIsting2Leads Configuration

BombBomb Overview

HomeHub Overview

Marketing Tip & Tricks

Once you’re ready to go, it’s time to choose a DAP package. When leveraging digital marketing at this level, it’s vital you know how to actively market as well - this means write contracts, nurture leads, engage with your sphere, etc. Each DAP package has a minimum annual volume requirement - this is to ensure you’re ready for DAP and to serve the clients and business that could come from it as a result.

After successfully completing the setup process via the Ignite program, individuals have the opportunity to invest in an additional DAP program at their own expense.

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Expansive Online

exposure.

We take pride in ensuring that your property is showcased across various online platforms, effectively reaching potential buyers wherever they might be searching. A couple of notable illustrations specific to Coldwell Banker US Virgin Islands include:

ColdwellBanker.com ColdwellBankerVI.com ColdwellBankerInternational.com ColdwellBankerIslands.com Our syndication distributes to over 150 websites in 60 countries exposing your listings to over 71 million interested buyers.

Displayed logos are service marks of their respective owners. Use of these logos does not imply any affiliation with or endorsement by the service mark owners.

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Global Luxury

syndication.

Finding a discerning buyer for a one-of-a-kind property takes ingenuity—and an expert command of today's online arena. The Coldwell Banker Global Luxury® program has mastered the art of digital marketing, ensuring your property is seen by the widest possible audience of qualified buyers. Luxury properties that are marketed through the program will enjoy immediate syndication through a comprehensive network of prominent real estate websites, including WSJ.com, JamesEdition.com, RobbReport.com, UniqueHomes.com, and international websites through ListHub Global* and Hamptons International.com

JamesEdition Typeface Logo

Logo Clear Space

coldwellbankerluxury.com Coldwell Banker ® automatically syndicates listings to hundreds of the real estate industry's most visited websites.

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Social Media statistics. The social media landscape serves as a platform to showcase the beauty of homes on a global scale. With the support of a knowledgeable and skilled social content team, Coldwell Banker’s social media networks are highly utilized and offer a distinctive insight into luxurious living and exceptional homes worldwide. In 2022, Coldwell Banker’s social media channels achieved remarkable engagement and reach.

623

33.8

718

M IL LIO N+

M I LLI ON+

THOUS A ND +

Impressions 1 across all media

Engagements 2

Followers 3 on Coldwell Banker ® social media channels

99.5

5.7

MILLION+

M I LLI ON+

Total video views 1

Link clicks 3

Coldwell Banker US Virgin Islands RDMP Report 2023

158,717

12,819

88,700

FACEBOOK/INSTAGRAM REACH

FACEBOOK/INSTAGRAM LINK CLICKS

FACEBOOK/INSTAGRAM ENGAGEMENT

1,974,861

55,395

GOOGLE AD IMPRESSIONS

GOOGLE AD CLICKS

1. Media Agency and Sprout Social Reporting, 2022. 2. Sprout Social. 3. Media Agency Reporting, 2022.

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A LEADER IN LUXURY REAL ESTATE THE COLDWELL BANKER GLOBAL LUXURY® PROGRAM

A LEADER IN LUXURY

SUCCESS BY THE NUMBERS The Property Specialists aligned with the Coldwell Banker Global Luxury® program are masters at their profession, ranking among the best in the world by exceeding expectations and creating exceptional experiences for their discerning clients every day. In 2022, Coldwell Banker® affiliated agents achieved tremendous results:

COLDWELL BANKER ® WORLDWIDE

$288

$2.2

M I LLI O N

48,444

M I LLI O N

In $1 MILLION+ Sales Each Day*

SI D ES

Average Sales Price of $1 MILLION+ $1 MILLION+ Transaction Sides* GLOBAL CONNECTIONS Transaction Sides*

POWER IN NUMBERS

SCHMIDT FAMILY OF COMPANIES

The Coldwell Banker® brand is a true global force, with the power to showcase exceptional properties and reach affluent buyers around the world. Through a master franchise network located in 40 countries, we offer unmatched services in their local languages.

15,524 SI D ES

FRANCHISE NATIONALLY

2022 Sales Volume

2022 Closed Transactions

Based on Sales Volume

B I LLI O N +

Schmidt Family of Companies is the parent to its Coldwell Banker franchise. We are a fifth generation, full-service brokerage firm founded in 1927 specializing in residential, luxury, and commercial real estate, property management, mortgage, and title services.

*Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022. USD$. ®

COLDWELL BANKER WORLDWIDE

100,000+

2,900+

AGENTS

OFFICES

COUNTRIES & TERRITORIES

SCHMIDT FAMILY OF COMPANIES

1,900+

90+

OFFICES

FRANCHISE NATIONALLY

Michigan | Ohio | Florida | U.S. Virgin Islands

Based on Number of Offices

MARKETING MASTERS

AGENTS

GET INTERNATIONAL. ADVERTISE GLOBALLY. Andorra

Chile

Grenada

Monaco

Turks & Caicos

British Virgin Islands Cambodia Canada Cayman Islands

Dominican Republic Egypt England France

Jamaica Luxembourg Malta Mexico

Sint Maarten Spain St. Kitts & Nevis Turkey

(St. Croix & St. Thomas)

® Argentina Costa Rica India Netherlands The Coldwell Banker Global Luxury program has partnered with some of the world's United Arab Emirates Paraguay United States Aruba Curaçao Indonesia most exclusive and Bahamas high-performance real Portugal the global Uruguay Cyprusestate syndication Irelandwebsites to maximize Italy Singapore U.S. Virgin Islands Bermuda Dominica exposure of your luxury home.

75+ P O RTA LS

51+ C O U N T R I ES

74.55 M I LLI O N

LISTGLOBALLY HELPS YOU TO INCREASE YOUR LEADS AND SALES ListGlobally helps real estate professionals to promote their listings worldwide. Through a network of 100+ property portals in 60+ countries we provide you global exposure, we help you to get more leads and we help you to improve your sales.

P O T EN T I A L B U YER S*

Working with international real estate buyers

40 LA N GU A GE T R A N SLAT I O N S

has never been so easy and you don’t even have to be a language geek. We translate your listings and we make sure your property features are ready to rock and seduce your customers.

The global standard in

luxury real estate.

Coldwell Banker Global Luxury® Certification For agents seeking to develop and enhance their luxury skillset, a Coldwell Banker Global Luxury® certification is a fantastic way to open new doors. Presented by the esteemed Coldwell Banker Global Luxury Ambassadors in association with the Institute for Luxury Home Marketing®, the course is designed to help affiliated agents win luxury listings, market luxury properties, and grow your business. Agents with Luxury Property Specialist Certification sell properties with a $200K higher average sales price.1 Upon completion of the luxury certification course, agents can gain two esteemed designations: Luxury Property Specialist (LPS) and Certified Luxury Home Marketing Specialist (CLHMS). Additional luxury mentorship and prestigious speaker series are invaluable occasions to learn firsthand from some of the industry’s most successful figures.

World-Class Luxury Marketing Discover the countless ways you’ll be supported by the Coldwell Banker Global Luxury® program. Enjoy expansive online syndication on high-traffic websites such as The Wall Street Journal, ListHub Global, Unique Homes, Robb Report, JamesEdition, Mansion Global, MarketWatch, Penta and Barron’s.2 We create real influence through dedicated platforms like the elegant coldwellbankerluxury.com website, Homes & Estates magazine, the Curated blog, industry-leading market reports and our branded content partnership with Modern Luxury. Bespoke marketing assets and a refined identity empower agents even amidst the most intense competition. This is luxury real estate with the power of the Coldwell Banker® brand.

1 2

Based on 2022 U.S. closed transactions reported by Coldwell Banker. Results not guaranteed. https://bit.ly/cbglcert JamesEdition, Barron’s, Mansion Global, and Penta display properties priced at $1M+. ListHub Global displays properties priced at $2M+.

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Covering the spectrum of

luxury homes. Our ability to market extraordinary homes is a testament to our unending commitment to excellence. From our exclusive video series to best-in-class editorial and social media coverage, our portfolio of tools is as vast as the range of homes they help sell. The “Home of the Week” video series is featured on the top-ranked Coldwell Banker® YouTube channel, posted to our Global Luxury blog, and shared with social advertising targeted specifically at high net-worth individuals. The Global Luxury Listing Presentation is artfully designed and written to highlight the spectrum of tools, platforms, and media partners that elevate our luxury marketing to an art form. Representing the country’s most expensive homes, Coldwell Banker® Luxury Property Specialists listed two of the top five most expensive properties in the U.S.

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Proven results. Our affiliated agents are a remarkable force in the arena of high-end real estate, transacting $288 million in daily luxury sales in 2022, with over 48,000 transactions of $1 million+ properties.1 We’re also proud to be a leader in the ultra-luxury space, having closed more than 350 transactions over $10 million last year.2

Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022. USD$. 2 Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $10 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022. USD$. 1

COLDWELL BANKER GLOBAL

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GLOBAL LUXURY MAGAZINE ColdwellBankerLuxuryMagazine.com

Total Annual Reach & Distribution of our Luxury Magazine

PRINT •

40,000 to 50,000 printed

•

Direct mailed to home value OVER $500,000 throughout the state of Michigan, greater Cleveland, Ohio area, targeted markets on both coasts of Florida, Chicago area and northern Indiana.

•

EMAIL •

Emailed monthly to proprietary high net-worth email database of over 12,000 addresses.

DIGITAL •

Updated monthly to act as the current version of the magazine.

•

Distributed across all brokerage social media sites and websites.

•

Robust digital advertising campaign monthly to promote the current version. The 12 month digital edition of LUXURY reaches 7-10 million impressions, with over half directly clicking through to the magazine.

•

Over 1,900 Realtors and Brokers: may distribute in email signatures, private client email distributions, social media sites, and websites.

Distributed at Coldwell Banker Schmidt offices in Michigan, Ohio, Florida, and U.S. Virgin Islands.

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The Coldwell Banker Commercial presence. Local Expertise Coldwell Banker Commercial® professionals are active members of the communities they serve. They have an in-depth understanding of urban, suburban and rural local market dynamics and are passionate about the areas where they work and live. Masters of their trade, they provide valuable advice and guidance to help clients make well-informed real estate decisions.

Accredited Professionals Coldwell Banker Commercial has the third highest number of Certified Commercial Investment Member (CCIM)* accredited professionals in the industry, a highly respected designation within the commercial real estate industry. Only 6% of the estimated 150,000 commercial real estate practitioners nationwide have achieved this certification. CCIM professionals complete a rigorous program of advanced coursework and training in financial and market analysis, and demonstrate extensive experience in commercial real estate. You can rely on the knowledge and expertise of our exceptional commercial real estate professionals to offer top-tier guidance, insights and business solutions.

Strong Connections Coldwell Banker Commercial professionals recognize economic opportunities, pitfalls and make deals happen. They have access to the extensive Coldwell Banker® network of agents, including Coldwell Banker Global Luxury® certified Luxury Property Specialists, serving affluent clients with network connections at Fortune 500 companies around the globe. With deep industry ties, our broker professionals share referrals with residential agents across the globe, opening new avenues of leads for commercial deals and providing additional services to benefit your business. And our professionals are backed by the power of Anywhere Real Estate, the largest full-service residential real estate company, that serves more aspects of the real estate transaction than any competitor.

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Global power. Coldwell Banker Commercial® is one of the most recognized and well-respected names in real estate1, commanding a global geographical footprint with representation in primary, secondary and tertiary markets in North America and around the globe.

39 Countries/ Territories

500+ MarketS2

3,100+ Affiliated ProfessionalS3

Coldwell Banker Commercial is: »

One of the top 20 firms in the U.S. for sales transaction market share in

2022 by MSCI Real Capital Analytics »

One of the top 15 firms in the U.S. based on transaction volume during the

first half of 2023 by Green Street Advisors »

In the top 15 on the Lipsey Company’s “Top 25 Commercial Real Estate

Brands” in 2023 In the top 15 on the Lipsey Company’s “Top 25 Commercial Real Estate Brands” in 2023 »

Ranked third in number of Certified Commercial Investment Member (CCIM)

company designees in 2022, CCIM Preferred Education Partner

1. Source: CBC Consumer Research 2021. 2. Marketing with a population over 100,000 with a local Coldwell Banker Commercial affiliated office. 3. Based upon sales professionals appearing on CBCWORLDWIDE.COM as of December 31, 2022.

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The #1 Most-Visited residential real estate brand Online* Home buyers are online, and more of them are visiting Coldwell Banker® sites than any other real estate brand, which means your property gains better exposure and more qualified buyers.

184.2M*

Site visits to Coldwell Banker websites

Coldwell Banker

184.2M

RE/MAX

132.7M

Compass

36.9M

*Reflects total website visits for 2022. Comscore 2022 Media Trends.

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Century 21

26.2M

Keller Williams

23.0M

eXp Realty

11.8M

It’s time to

join the blue. The Coldwell Banker brand is home to affiliated agents and brokers with drive and vision, talent and compassion. They work every day to redefine the standards of what it means to serve their clients and guide them to the homes of their dreams. They create successful and fulfilling lives for themselves and their families with the strength and support of the Coldwell Banker brand. That’s the power of the Coldwell Banker Way. It’s our highest honor to provide our affiliated agents and brokers the resources they use to achieve their most ambitious goals. Tools and programs that grow and strengthen their businesses. A culture of success and positivity that empowers and unites. And a commitment to industry leadership that’s remained steadfast for well over a century. If you’ve found yourself inspired, energized and ready to take the next step in your career after learning all about our company, we welcome you to the Coldwell Banker brand, your new home.

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©2023 Coldwell Banker Real Estate LLC. All Rights Reserved. Coldwell Banker® and the Coldwell Banker Logo are registered service marks owned by Coldwell Banker Real Estate LLC. Coldwell Banker Real Estate LLC fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. Each office is independently owned and operated.