Ulnick Group - Listing Presentation

Page 1

Your Partners and Advisors in Real EsTate

2

Who you work with matters.

3

Meet BRYAN & SIOBHAN ULNICK

At the Ulnick Group we are an innovative boutique real estate group founded on local knowledge and personal relationships. We commit our deep local knowledge, global network, marketing and negotiating skills to your success. Having resided and raised their two children in San Clemente, the Ulnick’s have dedicated their careers to helping families achieve their real estate goals in the iconic beach communities of South Orange County.

The Ulnick Group is among the most successful real estate partnership in coastal Orange County with over 28 years of real estate experience. We consistently uphold the highest ethical and professional standards, dedicating ourselves to our clients, our community, and passion for our profession.

The Ulnick Group is committed to providing their clients with a 5-star experience and will blend their experience with innovative technology to help navigate the entire buying and selling process with ease.

Thoughtful, friendly, yet persuasive with unyielding dedication, clients have the advantage of valuable guidance and advocacy in an often-competitive market. The team is proud to provide a seamless sales strategy resulting in financial gain and an exceptional success record helping hundreds of buyers win bidding wars in some of coastal Orange County’s most sophisticated and competitive markets.

MISSION STATEMENT

Our mission is to provide each client with quality and professional real estate services by using our knowledge, expertise and sense of service to center the whole process around the client’s goals and their best interests. With honest consultation and integrity of our actions. We hope to earn your trust and your business for years to come.

6
7

Client SUCCESS STORIES

Absolutely top notch agents, you won’t find better in the business. Their knowledge and expertise in preparing our home for sale, excellent marketing strategy and superb negotiating skills led to a rapid sale at $30K over listing! Attentiveness and attention to detail allowed for a stress free seller experience from listing to close of escrow. We highly recommend Siobhan and Bryan!

Siobhan and Bryan are the ultimate professionals and we highly recommend them! They are a great team. Their photos, videos, and marketing are bar none. Potential buyers that come to their showings are treated to their personal touch and expertise. Buyers are shown all the special things that you have done to your home so they can see how special a home could be to them. We sold our home when open houses were not an option. They set up 8 showings the first weekend. We had 6 offers and sold our home at full price in just 2 days on the MLS! If you are wanting to sell your Orange County home, please make sure you consider the Ulnick Group!!

We have had the good fortune to meet and enlist the resources of Bryan and Siobhan to sell our multi-million dollar home. From their initial sales presentation, listing, negotiation, sale and close, the Ulnick’s delivered, often exceeding our expectations. Siobhan & Bryan made the selling & escrow process of our home painless. Their attention to detail, communication and expertise was excellent. We were so satisfied with our experience we again utilized their real estate expertise on our subsequent purchase of a new home. When needed again, the Ulnick Group will be our first call.

When we first considered selling our home, we were uncertain as to the best time to sell, upgrades that might be needed and, most important, what price to expect. We interviewed several Realtors to gain perspective.

From the beginning, we knew that Bryan and Siobhan Ulnick were for us. It was clear they knew the real estate market, our neighborhood market and our house. They were better prepared for our meeting than anyone else. Their assessment of our situation was specific to our home and they offered recommendations that were different from the others. And they assured us they could get more money for us than the others had suggested. In fact, the asking price they recommended was more than we had hoped for. We signed on with them.

By the third day of the listing, we had 4 offers – at or above the asking price! We were amazed. Siobhan assisted in the selection process and before we knew it, we were in escrow. All of this took place in March – the month the virus came to the US. She had a sense of which buyer was more likely to close on time. And we closed on time. No problems, no delays and no disappointments.

There are a lot of real estate agents in south Orange County. But you will find none finer than Bryan & Siobhan Ulnick. If you want to sell your house for the best possible price, save yourself some time and call them now.

BRIAN & AMANDA K. SELLERS

We are so grateful for Siobhan and Bryan! They listened to what we hoped to get for our home and also what we wanted in a future home. They never pushed us , but answered questions anytime they came up, and then were ready for us when we decided we were officially making the move. They guided us seamlessly through two incredibly fast escrows and we are so happy they got more than $375K over our asking price AND helped us get our new home in such a competitive market! Thank you, thank you!

8
“ “ “ “ “ ” ” ” ” ”
9
10 2902 Canto De Los Ciervos, San Clemente Selling Price $1,550,000 11 Madrigal, San Clemente Selling Price $4,000,000 31081 Coast Highway, Laguna Beach Selling Price $4,126,000 408 East Oceanfront, Newport Beach Selling Price $3,275,000 41 Marbella, San Clemente Selling Price $2,580,000 24536 Santa Clara, Dana Point Selling Price $2,300,000 Successfully REPRESENTED A curated collection of our notable transactions
11
30671 Steeplechase, San Juan Capistrano Selling Price $2,890,000 38 Calle Ameno, San Clemente Selling Price $2,750,000 11 Vaquero Road, Covenant Hills Selling Price $2,225,00 20 Via Torina, San Clemente Selling Price $1,760,000 26181 Calle Roberto, San Juan Capistrano Selling Price $3,175,000 64 Marbella, San Clemente Selling Price $2,455,000

A Curated COLLECTION OF LUXURY HOMES

12
LAGUNA BEACH NEWPORT BEACH SAN JUAN CAPISTRANO SAN JUAN CAPISTRANO $4,126,000 $3,275,000 $3,175,000 $2,890,000 Seller Represented Buyer Represented Buyer Represented Seller Represented SAN JUAN CAPISTRANO SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $2,700,000 $2,650,000 $2,580,000 $2,525,000 Buyer Represented Seller Represented Seller Represented Buyer and Seller Represented SAN JUAN CAPISTRANO SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $2,500,000 $2,455,000 $2,415,000 $2,399,000 Buyer Represented Buyer and Seller Represented Buyer Represented Seller Represented DANA POINT COVENANT HILLS SAN CLEMENTE SAN CLEMENTE $2,399,000 $2,249,000 $2,100,000 $1,925,000 Seller Represented Buyer Represented Seller Represented Seller Represented SAN CLEMENTE LAGUNA BEACH NEWPORT BEACH SAN CLEMENTE $1,900,000 $1,900,000 $1,895,000 $1,887,000 Buyer and Seller Represented Buyer Represented Buyer Represented Seller Represented
SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $1,760,000 $1,725,000 $1,700,000 $1,699,000 Seller Represented Seller Represented Seller Represented Seller Represented DANA POINT SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $1,650,000 $1,565,000 $1,550,000 $1,550,000 Buyer Represented Seller Represented Buyer and Seller Represented Seller Represented SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE LADERA RANCH $1,510,000 $1,510,000 $1,450,000 $1,435,000 Seller Represented Buyer Represented Buyer and Seller Represented Buyer Represented SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $1,420,000 $1,420,000 $1,410,000 $1,402,000 Seller Represented Buyer and Seller Represented Seller Represented Seller Represented SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE SAN CLEMENTE $1,390,000 $1,375,000 $1,325,000 $1,300,000 Buyer Represented Seller Represented Seller Represented Buyer and Seller Represented 13
14

Creative Strategy

15
16

THE ULNICK GROUP BY THE NUMBERS

28+ 500+

Years Real Estate Experience Families Served in Coastal OC

1.5% 11

Top Agents in the Nation Recognized by the WSJ

Average Days on Market

107.8%

Average Sold to List Price

Top Agents in San Clemente and Orange County

Total Sales Volume

1% $535M $2.6M

Average Sales Price

17

MARKETING FOR MAXIMUM EXPOSURE

Just as each property is one of a kind, The Ulnick Group’s strategic promotion of each property they represent is equally as fine-tuned and unique. From generating creative narratives for each property to hosting custom events with key clientele and generating engaging marketing materials, every tactic is executed with a strategic approach to achieve optimal results.

The Ulnick Group remains steadfast in marketing and selling properties at the highest level using clean, minimal, and modern designs, conveying quality and sophistication, while also ensuring transparency with their clients, routinely sharing data insights and valuable feedback.

Harnessing the power of high-end professional photography, videography, enhanced on-line exposure, social media, direct mail and a monthly newsletter, we ensure all our marketing efforts are directed at adding value to your home, to sell for the maximum amount with the least of amount of stress.

Partnered with Compass, the team is excited to leverage new industry leading technology, innovative tools, and added support staff to elevate their client’s real estate experience locally, nationally and internationally. With over 28+ years of real estate experience and over 500 homes sold throughout coastal Orange County, the team remains eager to apply their industry-leading approach for each one of their clients whether they be in the market to sell, purchase or invest.

18
19
20

SELLING A LIFESTYLE

LOCALS THAT KNOW THE NEIGHBORHOOD

According to real estate convention, the three most important criteria to consider when buying a property are location, location, location. In fact, buyers are often attracted to a general location, a neighborhood, or even a certain street well before settling on a specific home.

Understanding your location’s positives and negatives is important to know when determining price, but is actually very significant in the marketing of your home. Misconceptions, preconceptions, and knowing the nuances of your home can make a significant difference in how a home is marketed, when it’s shown, and how it is positioned.

Having resided and raised their two children, Keelan and McKenna, in San Clemente for 30+ years, Bryan & Siobhan Ulnick are both heavily ingrained in the renowned community they’re so grateful to call home.

While knowledgeable in neighborhoods and locales throughout Orange County, the Ulnick Group specializes in the Coastal communities of South Orange County, including the communities of San Clemente, Dana Point, San Juan Capistrano, Laguna Beach, Laguna Niguel and Rancho Mission Viejo.

21

10 STEPS TO SELL YOUR HOME

with the ulnick group

22
23 Negotiate The Offer Price Your Property Show The Home Define Your Goals Close The Deal Get Feedback Prepare Your Home Market The Home Remove Contingencies Meet with The Ulnick Group Turn Over Possession Start Your New Journey!

MARKETING ROADMAP

Each property’s customized marketing campaign starts with a common framework that’s proven to deliver.

Photography & Videography

Copywriting and Property Descriptions

Finalize Marketing

Deliverables Schedule

Print Collateral Production

Print and Digital Campaign Strategy

PR Strategy Development

Development of Buyer Profiles

Launch as a Compass

Coming Soon

Installation of Signage

Initial Media Placements

Deploy Email Marketing Campaign

Launch Print & Digital Ad Campaign

Launch Social Media Campaign

Broker’s Open

Distribution of Collateral

24
Launch Prelaunch

Ongoing

Print and Digital Campaign

Paid Social Media Campaign

Ongoing Press Opportunities

Promotion on Internal Compass Agent Channels

Promotion on Compass-Owned Media Channels

Ongoing Promotion Through Local and National Agent Network

We have created a collaborative and creative environment that empowers us to take the best possible care of our clients. We are among the Top 1% Listing & Selling Agents in Orange County.

With over 28 years real estate experience, we have a proven track record of success.

We create a custom sales and marketing plan that will make your home stand out this strategy includes:

We have a proven track record of results. More importantly, we care about promoting your home in the absolute best light and getting you the best price.

25
26 Sphere of Influence Ulnick Group Local Agent Network Past Clients Office Meeting California Properties 26,000 + Compass Agent Network Luxury Division Top SoCal Realtors® Board of Realtors® Broker Preview Open House Property Flyer/Brochure Print Postcards Community Information Market Reports ORANGE COUNTY PUBLICATIONS LA Times Coastal Real Estate Guide Laguna Beach Independent Newport Beach Independant Orange County Business Journal Irvine World News San Clemente Times In Person Print Compass Mobile App Homes.com App Homefinder.com App Homesnap App Realtor.com App Trulia.com App Zillow.com App Mobile
MARKETING CHANNELS

Social Media

Ulnick Group Facebook

Ulnick Group Instagram

Ulnick Group LinkedIn

Ulnick Group YouTube

Ulnick Group Twitter

Compass Instagram

California Properties Blog

eNewsletter

Property & Community

Lifestyle Video

Digital

Professional Photography

Aerial & Lifestyle Photography

Professional Videography

eCards

Ulnickgroup.com

Compass.com

Google Ads

Custom Property Blog/Website

Realtor.com Advantage Pro

Membership Trulia.com

Zillow.com

Plus 300 additional websites

27

THE SELLER EXPERIENCE

YOUR PROPERTY IS UNIQUE

We know there are many reasons you fell in love with your home. Our job is to tell this story and make buyers fall in love too.

Staging & Property Prep

Professional Photography

Virtual 3-D Tours

Innovative Films

Local & National Networking

There’s a lot of preparation that goes into getting your home ready for sale. The average Realtor can enter information into the MLS system, click a button, put up a for sale sign, and put your home on the market. We don’t do average. We go above and beyond your expectations when it comes to marketing your home.

Customized Digital Marketing Campaign

Dedicated Social Media Campaigns

Direct Mail Campaigns

Print Collateral

Global Exposure to over 130 Countries

28
GREAT MARKETING SELLS HOMES. WE MAKE YOUR HOME STAND OUT
29

PRE-LISTING MARKETING

DRIVING INTEREST BEFORE YOUR HOME HITS THE MLS

The average Realtor waits until a home is listed in the MLS to start marketing. They also tend to wait for buyers to come to them. We do things differently. Before your home is even listed, we launch a marketing campaign to get potential buyers and buyer agents just as excited about your home as we are.

Pre-listing marketing campaigns can get 100s of potential homebuyers interested in your home before it even hits the market.

30

PROPERTY WALK THROUGH STORY

TELLING YOUR UNIQUE PROPERTY STORY

Your home is special, and we want buyers to know why. That’s why each listing has a unique property story that immerses buyers into your home with detailed descriptions.

Your house is not a 4 Bed | 4.5 Bath w / views. It’s “A Spanish Mediterranean design with stunning architecture, thoughtfully designed floor plan, ocean views, designer touches, and state-of-theart details around every corner.”

The patio is not just an outdoor patio; it’s where you “Enjoy sparkling ocean views on a sunny afternoon, or relax and watch the sunset by the fire-pit on a cool evening.”

We want buyers to hear firsthand what they will love about your home. We’ll tell them that story.

31

BREATHTAKING PHOTOGRAPHY

SHOWCASING YOUR HOME AT ITS VERY BEST

We team up with top photographers and videographers to showcase your property to the world using high-resolution day and twilight photos. Our professional photographers use state of the art camera equipment to take stunning HD photos and video of your home.

32

3D VIRTUAL TOURS PROPERTY & LIFESTYLE VIDEOS

CREATING A CAPTIVATING AND IMMERSIVE EXPERIENCE SHARING UNIQUE PERSPECTIVES AND CINEMATIC ANGLES

The Ulnick Group is one of the few luxury real estate teams to offer their clients aerial images. The Ulnicks have partnered with a photographer who uses an Aerial Image Maker that offers highquality aerial videos and photography services that command the viewer’s attention with unique cinematic angles never seen before.

Before putting your house on the market, we have a professional tour designer create an advanced 3D Interactive Walkthrough tour of your property. These designers create a visually captivating and truly immersive 3D tour experience. We transport buyers into your property. They are able to walk through and look around as if they are there!

33

OUR WEBSITE

PROMOTING WHAT WE LOVE MOST ABOUT YOUR HOME

The biggest reason we’re able to make your home stand out is because we control the presentation of it on our website ulnickgroup.com

We will showcase your home the way we envision it and let buyers know exactly what we love about your home.

Our website is user friendly, beautiful, and captures 100s of leads each month.

34

SOCIAL MEDIA MARKETING

REACHING AN EVER GROWING DATABASE OF POTENTIAL BUYERS

It’s been said that Facebook is now bigger than Google!

We know people don’t go to Facebook to buy a home. But we also know the people who are buying homes are on Facebook. With over 1.8 Billion people on Facebook per day, we use Facebook’s advanced targeting technology to strategically place your home in front of thousands of people who we think would be the most likely candidates to buy it. We craft a demographic profile of your potential buyer and run custom online ads to target them using hyper-focused campaigns.

These leads are then captured by our proprietary, mobile-friendly website and added to our ever-growing database for us to follow up with. We have invested in cutting-edge digital marketing technology, and utilize all of the up-to-date social media outlets that consumers use today to target, track, and convert buyers.

We also share your property on Instagram. Visual storytelling is crucial. Instagram is the fastest-growing social media platform globally, reaching over 500 million active monthly users. We include both photo and video promotion for our listings.

35

NEWSLETTERS

PROPERTY BROCHURES

POSTCARDS

36
Gorgeous brochures that leave a lasting impression on buyers. Providing your home with community exposure. Providing your home with exposure across San Clemente. We distribute hundreds of custom newsletters every month promoting our listings.

CUSTOM DESIGNED PRINT MARKETING

PUTTING HIGH-END MATERIALS IN THE HANDS OF POTENTIAL BUYERS

Even though we live in the digital age, we want your home to be seen everywhere. That’s why we utilize all channels and create beautiful high-end custom property brochures, just listed/sold flyers, and newsletters that can be found in our local newspaper and magazines. We work with professional graphic designers and copywriters to create a clean and modern style for all of our print materials.

37
your home local, national, and global exposure.
Offering
PRINT ADS

OPEN HOUSES

STRATEGICALLY PLANNED SHOWINGS FOR THE MOST QUALIFIED BUYERS

We hold open houses that are strategically planned based on your unique property. We make sure to effectively market the open house well in advance to ensure we get your home in front of the most qualified buyers. We also reach out to our network of Realtors and buyers that we believe need to see your home! We create an environment that draws buyers in and makes them feel at home.

38

PERSONAL CUSTOMER SERVICE

COMMUNICATING WITH OUR CLIENTS EVERY STEP OF THE WAY

We keep you in the loop at all times. When your home is in our hands, we provide you with weekly progress reports on the number of showings, and the results from our digital and print advertising efforts.

The most motivated buyers are eagerly searching for the latest properties that hit the market at different hours of the day. We communicate with potential buyers in a way that works best for them. Whether that’s via text, email, or calling them directly. We are available and always keep buyers happy and interested in your property.

39
With the solutions-driven mindset of a startup and the sophistication of a luxury brand, Compass empowers agents to create the future of real estate.

CALIFORNIA BY THE NUMBERS

140+ Total Employees Total Agents Total Agents

1,800+ $43.4B+ 280+ $3.1B+ $6.5B+ 20%+

6,600+ SOUTHERN CALIFORNIA GREATER LOS ANGELES CALIFORNIA Total Sales Volume Since Inception Total Employees Total Sales Volume Year to Date Total Sales Volume Year to Date Market Share of $3M+ Sales in Los Angeles Year to Date

500+

42 42 About Compass
Within two years of our arrival in the Golden State, Compass has become one of the top brokerages in the region. Total Offices Total Agents
3,200+

Orange County

San Diego

Santa Barbara/Montecito

Central

43
Greater Los Angeles
San Francisco Bay Area
Coast CALIFORNIA MARKETS

COAST TO COAST

Founded in 2012, Compass pairs best-in-class agents with cutting-edge technology and unparalleled marketing and has become the country’s largest independent brokerage in six years. This innovative approach has secured $1.5 billion in capital from some of the world’s most prominent investors,

including SoftBank, Fidelity, and Ken Chenault, CEO of American Express, allowing for the development of transformative tools and recruitment of top talent across every discipline to build a once-in-a-generation company.

44 44 About Compass
Total Capital Raised Total Employees Agents Total Sales Volume for Q1 & Q2 2019 Offices Nationwide Brokerage in the Nation by Sales Volume City Markets Independent Brokerage in the US $1.5B 13,000+ 250+ 100+ $36.9B+ #1 3,000+ #3
45 45

INTERNATIONAL REACH

Through leading technology and razor-sharp marketing, Compass listings are positioned for maximum exposure on the international marketplace.

3.8B

$20M+ INTERNATIONAL BUYERS LOS ANGELES 2019

78

Annual International Impressions on compass.com International Syndication Portals

1.7M 51

Annual Unique International compass.com Users

Countries to Which Compass Syndicates Listings

40% 50%

Share of $20M+ Sales in Los Angeles with International Buyers

Share of $20M+ Sales to International Buyers Represented by Compass

46 46 About Compass
47 47

COMPASS CONCIERGE

Compass Concierge program is the latest in a suite of services designed to prepare homes for market by covering the cost of cosmetic improvements. From deep-cleaning to painting and staging, Concierge helps sell homes faster and for more money with customized enhancements to maximize their value, free of hidden fees and interest.

compass.com/concierge

FEATURED SERVICES

Fresh Paint

Strategic Staging

Cosmetic Renovations

Decluttering

Landscaping Improvements

Custom Closets

Moving Support

Storage Support

Roofing Repair

Upgraded Electric

Updated HVAC

Structural Fencing

Updated Plumbing

48
BEFORE AFTER
*Gross Transaction Value is the sum of all closing sale prices for homes transacted by agents on the Compass platform. We include the value of a single transaction **Agents are defined as all licensed agents on the Compass platform as of 3/31/21.
49 transaction twice when our agents serve both the home buyer and home seller in the transaction. This metric excludes rental transactions.
50

COMPASS COMING SOON

Compass Coming Soon affords prospective buyers a glimpse of your home before it officially comes on the market.

16% 1.74% $5.5B+

Average Decrease in Days on Market for Coming Soon Listings

Average Close Premium for Coming Soon Listings

Total Coming Soon Sales Volume

51

SELL YOUR HOME, keep your privacy

A private exclusive listing is an off-market home that can be shared by a Compass agent directly with their colleagues and their buyers. Property details aren’t disseminated widely and won’t appear on public home search websites.

compass.com/private-exclusives

DISCRETION

Privacy is the ultimate commodity and the decision to sell your home is a personal one.

QUALITY

Retain exposure to Compass agents, including premium placement on our agent facing platform.

FLEXIBILITY VALUE

Decide when to share details about your home, including price, more broadly on your own timing.

Get the best offer by testing the market privately to gather key insights without your listing getting stale.

52
53
54

Targeted BUYER PROFILES

Developing a small set of buyer profiles is key to guiding the tailored sales and marketing efforts of each property.

The following example archeatypes represent the demographics to whom sales and marketing strategies will be targeted.

THE GROWING FAMILY

Profile

30–50 years old; dual household income.

Drawn to High bedroom counts; top-ranked school districts.

Tactics

Advertise in local luxury publications; run social media campaigns targeting affluent couples showing “likely to move” criteria; emphasize open houses; target in-district parents through school initiatives.

THE HIGH–NET-WORTH EXECUTIVE THE BUSINESS MANAGER

Profile

50–80 years old; C-level executive or retired professional; possibly a multiple home owner.

Drawn to Desirable locations; novelty amenities such as helipads, motor courts, or equestrian facilities.

Tactics

Utilize proprietary wealth mapping software to identify contacts and direct-mail premium property presentations; run digital campaigns IP-targeting Fortune 500 companies; run mobile advertising at private FBOs entertaining-ready.

Profile 20–60 years old; C-level executive or retired professional; possibly a multiple home owner.

Drawn to Exclusivity and privacy in the most desirable neighborhoods.

Tactics

Direct-mail high-end property presentations to business managers and celebrity agents; network at targeted industry events; advertise in entertainment publications.

55

CONTRACT TO CLOSE

step-by-step

56

REJECTED

ESCROW

CONTINGENCIES

DISCLOSURE INSPECTIONS APPRAISAL REQUEST FOR REPAIRS

ACCEPTED CASH ALL CONTINGENCIES REMOVED

LEGAL RECORDING CLOSING

FUNDING

NEW OWNER POSSESSION

57
OFFER REJECTED
COUNTER OFFER LENDER LOAN UNDERWRITING LOAN REJECTED LOAN
APPROVAL
for Client by The Ulnick Group Compass Dana Point 33222 Niguel Road Dana Point, CA 92629 Bryan & Siobhan Ulnick Info@UlnickGroup.com 949.370.7140 ulnickgroup.com DRE 01017771 & DRE 01232092
Prepared

Thank You

We’d like to thank you for giving us the opportunity to present this preview of the marketing services we can offer you and your property.

We would be honored to partner with you in the sale of your present home and the purchase of your next home and the next one, because we are not just providing a service, we’re building a relationship. Please let us know when we can be of service.

Call us before you make any important real estate decisions - You’ll be glad you did

Bryan & Siobhan Ulnick

COASTAL LUXURY REAL ESTATE

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.