Listing Presentation for Jerry & Sue Embree

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Listing Presentation for Jerry & Sue Embree 102 Umeke St

Contact Info

Tom Tezak

Content

Our Mission Statement

Listings We Will Preview

Meet the Team

Join Us for a Nickel Tour

Why Choose Lifestyle Maui Real Estate Team?

Questions to Consider When Buying on Maui

How We Help You Buy Your Maui Property

Financing vs. Cash

Thou Shalt Not

What to Expect From Your Home Inspection

What to Expect at Closing

Maui Market Statistics

Frequently Asked Questions

Team Testimonials

Maui Tax Rates

Purchase & Sale

Home Inspections

Settlement & Closing

Affiliate Team

Moving Tips

Glossary

Giving Back

Already an Owner?

Our Affiliations

Michelle Rodriguez

Our Mission Statement

Our Mission is to help you live the Maui Lifestyle. We love sharing the passion and joy that comes from living on Maui, with our clients. We understand that selling a property can be stressful and challenging. We want to be your guides and advocates throughout the entire process by assisting you with not only the big details, but the small ones as well.

Listing Proposal

Listing Term to be 180 days, with a cancellation agreement clause After 30 days the seller or broker will have the right to cancel the agreement with 30 day written notice

Projected Value: Depending on current comparables and the current market, my recommended price would be based on several factors; inside condition, view, overall condition, any needed repairs, market competition and market climate at the time property is put up for sale. At this time I would recommend a list price of $TBD

Showings: I will be present at every showing to assure the utmost in care and safety Also to assure that your home is presented at its best

Service: I will provide unequaled representation for all parties involved and provide updates on a regular basis

Marketing: Your property will be advertised in the Maui MLS, Maui MLS online, lifestylemauiteam com, Zillow com, Trulia com, Realtor com, Hawaiilife com, Facebook, Google, instagram, and LinkedIn

Digital Imagery: A virtual tour video will be produced and featured on YouTube as well as various Real Estate web sites. A digital photo display will be available online and on compact disc for clients and fellow agents

Highlights: A home highlight flyer will be produced to show the features of the home to prospective buyers and fellow Realtors

Lifestyle Maui Team's Credentials

The Lifestyle Maui Team has sold 70 properties, with a total of over $130 Million in 2020

Tom Tezak has Sold & Closed over $900 Million of Real Estate in his career

Former Owner/Parter of Wailea Realty

Over $100 Million in closed sales in 2021 with over $44M pending/closed in the first quarter of 2022

Selected as one of the "Top 100 Realtors" in Hawaii by Hawaii Business Magazine 12 times

Honored by Fidelity National Title for Top 3% of production on Maui every year

Top 2% of all agents on Maui for the past 20 years

Best Selling Author of "The Essential Guide to Buying and Selling Luxury Real Estate"

Team Leader for Lifestyle Maui Team

Host of "Selling the Dream" Podcast

Curator of 2nd Home Agents com

2021 Best Video Marketing Award, Presented by Who's Who in Luxury Real Estate

Meet The Lifestyle Maui Team

Meet the Team

Tom Tezak

T E A M L E A D E R , B R O K E R

Tom Tezak’s business slogan boldly reads “life is precious, make it count,” and this personal belief wholly resonates throughout his daily life and career. Tom has managed to not only become one of the most successful Brokers in Hawaii - but he also understands the importance of being a loving husband and father It’s Tom’s dedication to this delicate balance of business and family that keeps him firmly grounded And what better place to have your feet grounded than in the beautiful paradise that is Maui

Tom learned the value of a strong work ethic early on while growing up in Joliet, Illinois. His father, an active member of the community with a sharp sense of humor and strong values, instilled in him the importance of doing the right thing in all situations “Do the right thing for people,” he would tell Tom, “and everything else will follow ” Tom’s persistence is seen in everything he does, which is why he’s been one of the top Real Estate Professionals in Hawaii for the past decade and has sold over $500 Million in Maui Real Estate. He has been recognized as one of Hawaii’s “Top 100 Realtors” ten times.

Tom specializes in living the Maui lifestyle; he can direct you to the most lavish properties and the best locations, whether you ’ re searching for that unique oceanfront property or exclusive condominium com-munity or a simple getaway When you ’ re ready to buy in South Maui, give Tom Tezak a call Whether you ’ re looking for oceanfront property, a second home, or a hidden gem, call a REALTOR® who can help you maximize your investment and knows the value of enjoying life by making every moment count

Michele Gibson

Michele is our transaction coordinator, and will upload files to an online management program, create a transaction timeline indicating contact information, dates, and deadlines, and communicate with clients, escrow, and other third parties

Meet the Team

Michelle Collatos-Ruml

Michelle Colatos Ruml is a dynamic individual who has found her paradise on the serene island of Maui since 2010. Born and raised in Santa Monica, California, and having lived on Cape Cod, Michelle's diverse background has shaped her love for coastal living, outdoor activities like pickleball and running, and her dedication to environmental conservation through her involvement with the Hawaii Wildlife Foundation. She serves as the aid station coordinator for the Maui Marathon, showcasing her organizational skills and commitment to community wellness Michelle's professional journey has transitioned from retail management to stay-at-home mom, and now, she's crushibg it in real estate, bringing her keen eye for detail and genuine desire to help others find their dream home in paradise.

Michelle Rodriguez

Michelle is the team’s Coordinator and ensures that each and every client is satisfied Michelle grew up in Long Island, New York and moved to Maui after living in Orlando for seven years She has a Bachelor’s degree in Hospitality and an extensive resume that will ensure our clients are guided through the Maui real estate process with care and ease. Additionally, Michelle manages a portion of the Team’s marketing, ensuring that your property is marketed to as many potential buyers and real estate agents as possible Michelle will utilize direct mail marketing, newsletters, email blasts, and social media to gain maximum exposure on your listing. Outside of work, Michelle enjoys hiking, swimming and dancing

Hawai‘i Life In-House Marketing Team

Hawaii Life takes immense pride in our specialized in-house creative and marketing team based in Hawaii. Under the guidance of our Creative Director, our exceptional team consists of Marketing Advisors, Copywriters, Digital Media Specialists, Graphic Designers, Technologists and more We are committed to providing comprehensive and tailored marketing strategies that effectively promote our client’s properties.

What truly sets us apart is that we are the only firm in Hawaii with a dedicated, Hawaii-based real estate marketing team Unlike other brokerages that outsource their marketing efforts overseas or to corporate mainland headquarters, we rely on a team deeply rooted in Hawaii Real Estate marketing This unique approach enables us to deliver unparalleled support to our agents and clients, offering highly targeted and effective marketing strategies that cater to the distinctive demands of the Hawaii real estate market

The Hawaii Life marketing team collaborates with Tom Tezak and his team to deliver comprehensive and impactful marketing campaigns across all platforms We develop customized strategies that encompass captivating descriptions and visually appealing materials, ensuring that Tom's properties stand out amidst Hawaii's competitive real estate market Through collateral creation, search engine optimization, social media advertising, publicity, and leveraging our extensive network and affiliations, we amplify Tom's marketing and reach a broad range of potential clients Together, we strive for remarkable marketing results that drive exceptional success for Tom Tezak and his team

Anthony Arnold, Creative Director: Oversees and guides the creative direction and vision of projects.

Kirstin Lau, Marketing Advisor: Provides strategic guidance and expertise in marketing campaigns and initiatives.

Sara Stover, Copywriter: Creates compelling and persuasive written content for various marketing materials.

Mike Pooley, Digital Media Specialist: Manages and implements digital media strategies to enhance brand presence & engagement.

Liza Pierce, Digital Media Specialist: Executes digital media campaigns and monitors their performance.

Cliff Mello, Digital Media Specialist: Develops and implements digital video and media campaigns.

Jennifer Stetts, Marketing and Distribution Specialist: Executes marketing initiatives, distribution, and analyzes their effectiveness.

Ginger Mudlin, Graphic Designer: Designs custom collateral, visual elements, and graphics for marketing materials.

Jon Dunning, Graphic Designer: Creates visual designs and layouts for various marketing materials.

Brian Baldwin, Graphic Designer: Creates visually appealing designs for marketing collateral.

Ken Elkins, Web Producer: Develops and manages web content and ensures its functionality and usability.

Chris Gamby, SEO Specialist: Optimizes websites and content for search engines to improve organic visibility.

Scott Conrad, Technical Lead: Provides technical leadership, engineering, and expertise in guiding technical development.

To learn more about our marketing services, explore our Smarketing website at Smarket.hawaiilife.com

Why Choose The Lifestyle Maui Team

We have an extensive amount of experience, with nearly 40 years and $900 Million in sales between Tom & his team.

We have the depth and understanding to anticipate, negotiate, and facilitate the smoothest transaction possible. Having a team provides you with support and multi-faceted skills that you may not get when using an individual agent. We work together as a unit and can rely on each other's skills and talents to make sure we are successful in achieving your goals With this combined knowledge and skill set, we can help you through the process from the beginning stages of searching, all the way to closing day and beyond.

We know what it takes to be successful in buying and selling real estate, in all areas of Maui with all the various types of real estate available. Searches includes vacation homes, second homes, rental properties, and full-time residential properties This kind of knowledge is a result of almost 40 years of combined experience in the Maui market...we've pretty much seen and experienced it all!

Listing Services

Services To Expect

SERVICE: I am available seven days a week

DIRECT CONTACT: Call/Text or email. Direct contact almost anytime you wish to speak to me.

FULL TIME REALTOR BROKER: Real Estate isn't just my job, it is my career

FREQUENT ACTIVITY UPDATES: I make sure sure to provide my clients with activity reports, which keep you up to date on all the activities (Showings, Marketing, Caravans, etc) concerning your listing.

SHOWINGS: All showings to be set up by myselff or my team to provide the utmost in service, safety, and follow through. I also will make sure that myself or one of my team members will be present at every showing in an effort to prepare the property to show at its best and assist all showing agents with any questions they may have.

UNPARRALLELED RESULTS: Selling a property every 10 to 12 days in the past several years speaks for itself.

UNEQUALED DEDICATION: Referrals & Letters of recommendation available for review

HAWAII LIFE EXPOSURE: #1 Real estate Website in Hawaii with an average of 200K monthly visitors.

COMMUNICATION: Clear, concise communication to keep you abreast of the entire process.

STRATEGIC CONSULTING: With 30+ years of experience, we can provide you with options to best enhance your negotiating position

TRANSACTION COORDINATOR: Full time transaction coordinator to ensure your transaction runs smoothly

CUSTOMER CARE LIASON: To ensure your satisfaction and keep you updated throughout the process.

Marketing Your Property

BROKERS OPEN HOUSE/CARAVAN: All my listings will be featured at a broker’s open house or broker’s caravan. This allows my fellow agents both within Hawaii Life and all other Maui Real Estate companies to have the opportunity to preview the property.

PROFESSIONAL PHOTOS AND VIDEO SHOOT to be used for Internet imagery, printed publications, marketing brochures, and additional MLS photo input. This allows me to show your property at its best.

SOCIAL MEDIA: Property to be featured on Youtube, Vimeo, Instagram, Facebook, and LinkedIn posts. Property will also be highlighted in our team's weekly Facebook Live Talk show.

OPEN HOUSE on properties listed for sale if appropriate and desired by the seller.

MAUI MLS: All properties listed for exposure to all other Maui Real Estate Agents and their clients worldwide. Maui MLS is also available to the public through my web site for even greater property exposure.

DIRECT MAIL MARKETING: All neighbors are sent a notice to let them know your property is for sale, in an effort to find a buyer that may be interested in stepping up to a new property or investing in more Maui real estate.

HAWAII LIFE WAILEA OFFICE: Our office will feature a flyer of your property that will be on display along with our other listings out on a busy walkway which hundreds of people walk by daily.

WEBSITE: Listing to be featured on Tomtezak com and HawaiiLife com

NEWSLETTER: Listing Link and Video to be featured on Lifestyle Maui Newsletter with an audience of 5000+

Contract & Negotiation

Emotion & Insulation: As I see it one of my most important roles in selling your property is to insulate you from the buyer and keep your emotions in check. Both of these points can be a seller’s greatest enemy when it comes to negotiating. I keep you at a comfortable distance from the buyer allowing you to make well thought out and rational decisions to increase your benefits in the sale.

Contract Review: I will review with you all Purchase Contracts and all the intricate details so that you understand all your legal rights and obligations laid out in our standard sale agreement.

The Negotiation Process: I will explain your options in the negotiating process and assist you in making a plan to achieve your sales goal; whether it be the highest price, the quickest sale, the easiest transition, or whatever is most important to you - just let me know.

Multiple Offers: In the event of multiple offers, I will guide you on your choices and advise you on how to take the greatest advantage of an active market.

The Paperwork: I will prepare and fill out any and all counter offers on the industry accepted forms in response to any Purchase Contract on your behalf.

Professional Guidance: I will advise you on negotiating strategies that may work, as well as the possible pitfalls to each strategy. Together we can make a decision on the best path to take for your negotiations

Facilitating The Sale: I will coordinate with my fellow agent and/or buyer to facilitate the quickest response to complete the negotiations as promptly as possible.

Closing The Deal

More Paperwork: I will see to it that after we have come to terms with the buyer, all documents are fully executed and copies are provided to all parties requesting them.

Opening Escrow: I will take care of setting up and opening the Escrow account and coordinating transfer of all documents to the appropriate title officer.

Scheduling Details: I will coordinate and schedule all inspections on your property and be available to meet them at a mutually agreed time so you do not have to worry about scheduling these inspections or being present. This would include, but not be limited to, home inspectors, appraisers, buyers final walk through, termite inspectors, as well as any other parties that may need to be escorted through your property.

Sellers Obligations: I will see to it that all your obligations in the contract are met by having all documents, surveys, disclosures completed and delivered to the buyer in a timely fashion.

Buyers Obligations: I will keep the buyer in check to make sure they are performing according to the timeframes in the contract regarding review of documents as well as the inspection periods.

Financing Obligations: In the event the buyer is financing the purchase of your property, I will verify the buyer’s ability and progress throughout the transaction to facilitate a smooth sale.

Communication: I will keep you abreast of all developments in the transaction in a timely matter whether they are positive or negative

Closing The Deal

Problems: I strive for a problem-free transaction and will always attempt to perform in a proactive fashion - however, occasionally problems do develop. It is my belief that part of my job is to facilitate solutions and not be an alarmist. I will advise you on your options in the event of problems during the transaction and guide you in making the best decision for the situation.

Keys to the Property: I will take care of transferring all keys and gate/door openers as directed. Transfer of Possession: I will coordinate with you, escrow, the selling agent, and the buyers to assure a smooth finish and transition from seller to the new buyer as well as assisting in coordinating any moving details.

The Next Step: If you are taking the proceeds from this sale and moving towards purchasing a new property, I can help you coordinate timing as well as assist you in finding the perfect new home.

Investment Property: In the event this is an investment property, you may want to consider doing a 1031 Tax Deferred Exchange. I have a good working knowledge of this tax benefit and can answer most of your questions or put you in touch with an expert in the field.

Moving off Island: Need a Realtor in another community? I can help! I have a great network of exceptional agents across the US and Canada that I would be happy to refer you to - just let me know where you plan to make your next purchase and I will put you in touch with a top agent in that area.

Internet Marketing

With Internet Marketing, it's Important to be the Haystack, NOT the Needle

Internet Marketing has become one of the most important parts of the real estate business on Maui. Over the past 20 years, the Internet has taken over our world & the information age has gone into hyperdrive The Internet is now so prolific that it is not enough to just let the MLS feeds be the only source of Internet exposure for your listing.

With that in mind, we have embraced the Internet in a global fashion We currently operate two independent websites as well as subscribe to numerous paid & unpaid listing input services. As you know, there is now so much information on the Internet that buyers can search for property and find 10 different locations to find the same information That is why we believe it is so important to have our listings in as many locations as possible.

We spend thousands of dollars every month to provide the greatest exposure possible as well as listing enhancements for your property. We have included several samples of the many places you will see your listing on the Internet if you list with Lifestyle Maui. Please feel free to ask any questions about Internet Marketing that you may have

Here are some of the websites I utilize:

Maui MLS System LifestyleMauiTeam com

Internet Marketing

Here are some samples of the videos we create for listings. Scan The QR code to watch:

4478 Makena Rd 1452 Hihimanu St Condos, Castles, & Cottages! 12 Pohuehue Pl Narrated Walkthrough Video

To see more videos, Visit Youtube com/LifestyleMaui

Photoshoot Checklist

The photoshoot will take several hours.

Both the inside and outside of your home/condo will be photographed.

All of the major rooms will be photographed.

We normally do not photograph the garage unless it has special features

If you have special features of your home that are not obvious please let me or the photographer know about these so they are included in the shoot

Contain pets in the garage or out of sight. Remove photos, notes and papers from the refrigerator.

Turn on all interior lights

De-clutter rooms which may be excessively furnished They do not photograph well.

Make all beds and tidy bedrooms

Clothes hung, or folded and put away. Remove piles of newspaper and magazines.

Tuck trash cans out of view in a closet or cupboard.

Remove all vehicles from driveways and do not park directly in front of the house Move garbage cans out of sight.

Remove all garden tools including hoses and sprinklers.

Mow and rake yard

Sweep driveways, sidewalks and patios.

Clear off counter tops in kitchen and bathrooms

Let me know if your home contains valuable works of art. I can have the photos edited to make these items unrecognizable or make sure they are not in the photographs if you prefer.

If you have an ocean or mountain view, let me know what time of day the view is best.

We can attempt to schedule to maximize the outdoor pictures. Keep in mind, however, that when the light is good for the view it may not not be good for the natural lighting inside

Preparation

Repair & Cleaning Checklist

Exterior:

Remove peeling and chipped paint; replace with a fresh coat

Fix loose trim and fencing

Clear cutters and downspouts

Make sure there is good exterior lighting & all walkway lights /front-lanterns work

Clean and repair the roof as needed

Clear garage of clutter and tidy shelves

Yard:

Mow and trim grass; re-seed and fertilize where necessary

Prune all overgrown trees and shrubs

Weed flower beds Remove or replace dead or diseased plants, shrubs, and trees

·Clean grease and oil stains from driveway

Front Door:

Polish or replace the door hardware so it shines

Add a fresh coat of paint to get rid of nicks

Clean the glass on the storm door; make certain the screen is secure

Make sure the doorbell operates properly and there are no squeaks when the door opens and closes

Windows:

Clean all windows inside and out

If indeed, add a fresh coat of paint to the window

trims and sills

Make sure all windows open and close easily

Replace cracked windowpanes and those with broken seals

Make sure window screens are clean and secure; replace any screens with holes or tears

Entry:

Clean entryway floors and area rugs

Downsize clutter in the entry and entry closet to give the appearance of spaciousness

Double-check entry lighting is working

Throughout:

Clean all floors, carpets, walls, and trim

Replace burned-out light bulbs

Empty trash

Remove family photos, valuables, prescription drugs

Kitchen:

Make sure countertops, grout, and sinks are clean and stain-free Replace grout as needed

Fix dripping faucets

Organize pantry and cupboards so they appear clean, neat, and spacious

Make sure refrigerator and freezer are defrosted and odor-free

Clean the oven and cook-top thoroughly

Set the table

Preparation

Repair & Cleaning Checklist

Living/Family/Dining Room:

Give rooms a fresh coat of paint as needed

Repair cracks and holes in ceiling and walls

Make sure all wallpaper is secure

Repaint woodwork that is worn or chipped

Clean or replace draperies and blinds; open them to maximize light

Make sure drapes and blinds open and close

Steam-clean carpets Clean rugs and wood flooring, and remove any stains or odors

Position the furniture to showcase the size and space of the room

Remove and replace any attached items you wish to move with you, such as chandeliers and drapes.

Put away toys and hobby supplies; remove extra magazines and books from tables

Bathrooms:

Make sure sinks, tubs, showers, and countertops are clean and free of stains

Repair any leaky faucets

Remove grout and soap stains from title

Replace any missing or cracked tiles or grout

Make sure all joints are caulked

Make sure all fixtures are operating, including heat lamps and exhaust fans

Install a new shower curtain and buy matching towels

Store all supplies, such as toilet paper, shampoo bottles and cleansers out of sight

Bedrooms:

Repair cracks in ceiling and walls

Apply a fresh coat of paint if necessary

Make sure wallpaper is secure

Clean drapes and blinds; open to maximize light

Put away toys, clothes, and clutter

Neatly make up the beds

Basement:

Check for water penetration or dampness; call for professional repairs if necessary

Get rid of musty odors

Clean hot water heater and drains

Make sure light fixtures work

Arrange storage area in a neat, organized manner

Make sure stairway handrail is secure

Tidy Extras:

Use air fresheners or bake treats for a nice aroma

Plant flowers to brighten a walkway and enrich the entry

Remove any indoor houseplants that are turning brown or losing their leaves

Remove all “fixer” cars, campers, and boats from property

Discard the clutter of magazines on the coffee and end tables

Tidy and declutter all closets

Hide or get rid of worn-out throw pillows

Store pet supplies

At night, turn on the porch light and outdoor lighting. Buyers often drive by homes they are considering at various times of day

Showing Your Home

Once your home is ready to show, as your agent, I will begin marketing it to potential buyers and other sales associates. If possible, leave the home when buyers are present so they feel comfortable asking their agent candid questions Other Helpful Tips include:

Remove pets Take them with you or keep them penned in the yard or garage

Open shades and curtains to let in light

Turn on enough lights so the home is well-lit

Remove clutter from tables and bookshelves. Neatness makes rooms seem larger

Put away items in the yard such as garden tools, bicycles and toys

Grind up part of a lemon in the disposal to add fresh smell to the kitchen

Keep radios and TVs off, or on low volume

Keep money and other valuables, as well as prescription drugs, locked up.

Purchase and Sale

Purchase and Sale Agreement

Once we have found a buyer for your home, we will work with you through the purchase and sale agreement. This is the contract in which you and the buyer outline the details of your property transfer The purchase and sale agreement usually consists of the following:

Earnest money receipts

Financing addendum

Inspection addendum

Conditions/disclosure addendum

Contingency addendum, when appropriate

Addendum outlining special conditions

Lead-based paint notification, when appropriate

Agency disclosure form

Property disclosure form

Home Inspections

The Second Negotiation

Once a buyer has decided to make an offer on your home, it will usually be contingent upon a professional inspection of the entire property- including improvements. The home inspector looks beyond the cosmetics to make sure that the home’s general systems operate properly The inspector will also look for large repairs that are needed and report on the condition of the home.

The standard home inspector's report will review the conditions of the home’s heating and cooling systems; interior plumbing and electrical systems; the roof, attic and visible insulation; walls, ceilings, floors, windows and doors; foundation, basement and visible structure. The inspector will also look for cracks in cement walls, water stains that indicate leakage, and any indication of wood rot.

A home inspection also points out the positive aspects of a home, as well as the maintenance that will be necessary to keep it in good shape.

Remember, no home is perfect. If major problems are found, I will help you negotiate through the process. Often, buyers will attempt to request repairs and/or credits as a result of the inspection

Settlement and Closing

During the negotiation stage of the transaction, a mutually agreed-upon date for closing is determined “Closing” is when you and the seller sign all the paperwork and pay your share of the settlement fees, and the documents are recorded Prior to closing, the agent will complete a detailed settlement statement for both buyer and seller. As your agent, I can help you understand which of the following typical statement fees apply to you

The Seller Receives:

Utility deposits held by gas, electric, cable, telephone, and other companies

Prorated portion of pre-paid property taxes

Prorated mortgage interest from payments made during the current month

Fuel rebate for oil or propane remaining in storage tank

Net proceeds after seller’s share of expenses is paid

The Seller Pays:

Brokerage commission (the sum or percentage of the sale price previously agreed upon by the seller and real estate agent)

One-half of escrows paid to the escrow company for preparing the closing

Document preparation fees, if applicable

Recording and notary fees, if applicable

Title search and title insurance, typically 60% by seller, 40% by buyer in Hawaii

Local conveyance taxes

State taxes, general excise tax (sales tax) on commission amount: 4 17%

Repairs or inspections, if any seller has agreed to pay for HARPTA/FIRPTA for non-Hawaii residents and foreign nationals

Points We Negotiate on Your Behalf

As a Certified Negotiation Expert (CNE) Part 1 of 3

Purchase Price: Negotiating the purchase price is crucial in getting the best deal for your property. We leverage market insights, property condition, and other factors to negotiate the most favorable price on your behalf

Counter Offers: When a buyer presents an offer that you find unacceptable or wish to modify, we may issue a counter offer. As your representative, we assist in evaluating counter offers and strategize the best response. This includes negotiating terms such as price adjustments, closing dates, contingencies, and other contractual conditions to reach a mutually beneficial agreement We leverage our negotiation skills and market expertise to advocate for your interests while maintaining effective communication between all parties involved in the transaction.

Earnest Money Deposit: The earnest money deposit shows the buyer’s commitment to purchasing the property We negotiate the amount of this deposit to ensure it aligns with industry standards while protecting your interests.

Days Until Close of Escrow: Negotiating the timeline for closing the escrow period, considering factors such as loan approval, inspections, and your readiness to move. This negotiation ensures a realistic and feasible closing timeline that meets your needs

Pest Inspection Report: Negotiating the terms around the pest inspection report involves ensuring any issues discovered are addressed by you. We aim to negotiate repairs or treatment costs if significant issues are found.

Home Inspection Report: We negotiate based on the findings of the home inspection report, advocating for the minimum repairs or concessions Negotiating an inspection contingency allows you to negotiate repairs if significant issues are discovered during inspections by the buyer or to refuse to do repairs or offer credit.

Other Inspection Reports (i.e., Roof, Sewer/Septic, mold, solar, pool). Beyond the general home inspection, we negotiate terms related to any specialized inspections Any issues uncovered in these reports are addressed in negotiations

Appraisal Contingency: We negotiate an appraisal contingency to protect you in case the property appraises for less than the agreed-upon purchase price, giving you options to renegotiate or walk away from the deal.

Seller Occupancy After Closing: Negotiating seller rent-back agreements allows you to remain in the property for a specified period after closing If you request this, We negotiate terms such as rental duration, rental rate, and any associated liabilities to ensure a smooth transition.

Points We Negotiate on Your Behalf

As a Certified Negotiation Expert (CNE) | Part 2 of 3

As-Is Addendums: In some cases, you may choose to sell the property "as-is," meaning you are not willing to make any repairs or modifications before the sale. In such instances, we carefully review the as-is addendum to understand the implications and ensure your interests are protected. We negotiate terms within the addendum to address any concerns regarding property condition and disclosures, striving to achieve a fair and transparent transaction for you.

1031 exchange terms-We negotiate on behalf of sellers in 1031 exchange transactions to identify suitable replacement properties within the designated timeframes and ensuring compliance with IRS regulations, maximizing tax deferral benefits and facilitating a seamless exchange process.

Vacation Rental Property Terms: We negotiate the terms for vacation rental properties including any pre-existing bookings, on behalf of the seller

Final Walk-Through Issues: Negotiating final walk-through involves addressing any discrepancies or damages discovered during the final inspection before closing, ensuring they are rectified or compensated for appropriately

Inclusions: Negotiating inventory and inclusions involves determining which items will remain with the property after closing, such as appliances, fixtures, furnishings, and other personal property. We negotiate to ensure that the inventory list accurately reflects the items you expect to be included in the sale and advocate for any items you desire to keep. Additionally, we negotiate the condition of these items to ensure they are in working order or as is and satisfactory condition at the time of transfer

Closing Date Extensions: We negotiate on your behalf if an extension to the closing date is needed for any reason, such as a delay in receiving documents.

Assesments - We negotiate for sellers when assessments arise during the contract period of the sale by thoroughly reviewing the nature and scope of the assessments, advocating for fair resolutions with the buyer or relevant authorities, and ensuring that any financial obligations related to the assessments are appropriately addressed within the terms of the contract, safeguarding our client's interests and minimizing potential financial impacts.

Occupancy: Negotiating occupancy terms involves determining when you can deliver possession of the property, ensuring a smooth transition

Points We Negotiate on Your Behalf

As a Certified Negotiation Expert (CNE) |Part 3 of 3

Terms of Financing: We negotiate the terms of financing on behalf of our sellers by collaborating closely with buyers to secure favorable loan terms and conditions that align with our client's financial objectives, and ensure that financing terms are transparent. Additionally we negotiate the amount of earnest money the buyer will deposit.

Seller remedies regarding Seller's Disclosure: If discrepancies or issues arise from the seller's disclosures, we negotiate on behalf of our sellers to seek appropriate remedies This may involve requesting additional information or documentation, renegotiating the terms of the sale to reflect any newly disclosed information, or pursuing legal recourse if necessary to protect our client's interests and uphold their rights as sellers.

Issues Arising from the Survey: If discrepancies or concerns arise from the property survey, we negotiate with relevant parties, such as the neighbors or surveyor, to resolve these issues satisfactorily. This may involve clarifying property boundaries, resolving encroachments, or addressing any other survey-related issues to ensure the buyer's confidence in the property's legal and physical integrity.

Negotiating access for properties in Active vacation rentals: When dealing with properties currently in vacation rentals, we negotiate access to facilitate property viewings and inspections without disrupting rental operations. We work to accommodate both the seller's rental commitments and the buyer's needs, negotiating access schedules that minimize inconvenience while allowing the buyers to thoroughly assess the property

Termination of the Contract if Needed: If it becomes evident that the contract is not in the seller’s best interest due to unforeseen circumstances or issues that cannot be resolved satisfactorily, we negotiate the termination of the contract on behalf of our seller This may involve invoking contractual contingencies, negotiating terms for contract termination, and ensuring that earnest money deposit is retained or returned in accordance with contractual agreements and legal guidelines.

By skillfully negotiating these aspects on your behalf, we aim to secure the best possible terms and conditions for your real estate transaction, ensuring your interests are protected every step of the way.

HARPTA and FIRPTA

HARPTA - Hawaii Real Property Tax Act

The Hawaii Real Property Tax Act (HARPTA) requires the buyer who purchases real property from a non-resident of Hawaii to withhold 7.25%+ of the amount realized (generally the sales price) and remit it to the Department of Taxation within 20 days of closing unless an exemption applies

The 7.25% withholding represents an estimate of the Hawaii capital gains tax that may be owed by the non-resident when selling real property in Hawaii

The standard Hawaii Association of Realtors Purchase Contract provides that escrow is to withhold and remit the HARPTA amount to the Department of Taxation unless the seller provides the buyer with a certificate of exemption or waiver from HARPTA

It is the seller’s burden to prove that an exemption / waiver applies and for the buyer to acknowledge and approve the seller’s exemption / waiver prior to closing Under Hawaii law, it is the buyer’s responsibility to determine if the seller is a non-resident of Hawaii and that the proper withholding amount is remitted to the Department of Taxation on a timely basis.

FIRPTA - Foreign Investment Real Property Tax Act

The Foreign Investment in Real Property Tax Act (FIRPTA) requires the buyer who purchases real property from a foreign seller to withhold 10% or 15% of the amount realized (generally the sales price) and remit it to the IRS within 20 days of closing unless an exemption applies The withholding percentage will depend upon the sales price and whether the buyer or buyer’s family member intends to use the real property as a residence.*

The withholding percentage represents an estimate of the federal capital gains tax that may be owed by the foreign seller when selling real property in the United States.

The standard Hawaii Association of REALTORS® Purchase Contract provides that escrow is to withhold and remit the FIRPTA amount to the IRS unless the seller provides the buyer with a certificate of exemption or waiver from HARPTA.

It is the seller’s burden to prove that an exemption / waiver applies and for the buyer to acknowledge and approve the seller’s exemption / waiver prior to closing. Under federal law, it is the buyer’s responsibility to determine if the seller is a foreigner subject to FIRPTA withholding and that the proper withholding amount is remitted to the IRS on a timely basis

Conveyance Tax

The State of Hawai’i imposes a tax on the conveyances or transfers of real property and interests in real property by deed, lease, sublease, an assignment of lease, or other document unless an exemption applies (HRS §247-1)

The tax imposed in the State of Hawai’i by section 247-1 shall be based on the actual and full consideration "total sales price"(whether cash or otherwise, including any promise, act, forbearance, property interest, value, gain, advantage, benefit, or profit), paid or to be paid for all sales of realty or any interest therein, that shall include any liens or encumbrances thereon at the time of sale, lease, sublease, assignment, transfer, or conveyance, and shall be at the following rates:

Scale #1

Applies to all transfers or conveyance of realty or any interest therein, for properties with homeowners exemption (increments of $100 of sale price will be added proportionately to tax)

$0 > $600,000 = 10¢

$600,000 > $1 Million = 20¢

$1 Million > $2 Million = 30¢

$2 Million > $4 Million = 50¢

$4 Million > $6 Million = 70¢

$6 Million > $10 Million = 90¢

10 Million and Above = $1.00

Scale #2

Applies to sales of condominium or singlefamily residence where the purchaser does not have a county homeowner's exemption (increments of $100 of sale price will be added proportionately to tax)

$0 > $600,000 = 15¢

$600,000 > $1 Million = 25¢

$1 Million > $2 Million = 40¢

$2 Million > $4 Million = 60¢

$4 Million > $6 Million = 85¢

$6 Million > $10 Million = $1 10

10 Million and Above = $1.25

In Maui, the conveyance tax responsibility is typically paid by the seller

Affiliate Team

The Lifestyle Maui Real Estate Team is hardworking, but we'll admit, we can't do it all on our own We need a full team! In addition to our marketing and coordination teams, and even our sales team, we still need the right people helping us in the background!

Lenders:

Dan Bardenhagen, Northpointe Bank

Eric Miyajima, American Savings Bank

Keli Pali Creative Financial

Rebecca Ross, Elite Lending

Brady Spangler, Guaranteed Rate

Home Inspectors:

Beau Petrone, ASM Home Inspectors

Chris Hamman, Hawaii Home Inspections

Nathan Liles, All Valley Home Inspections

Matt Fellman, Island Local Home Insp.

Insurance Agents:

Ivy Costa , Mutual Underwriters

Kit Okazaki , State Farm

Mark Zion, State Farm

Movers:

Alan Bernie, Smooth Moves

Electricians:

Darren Wifley, Platinum Electric

Handyman:

Matt Carlson, Home Perfect Maui

Joe Koch

(808) 280-6168

(808)280-6444

(808) 891-9292

(808) 891-2005

(808) 339-3921

(808) 870-0593

(808) 879-6000

(808) 866-8367

(808) 757-7200

(808) 853-7760

(808) 242-8440

(808) 793-3203

(808) 269-8373

(808) 280-4741

(808) 283-5288

(808) 264-3188

Termite Inspectors:

Bowman

Mid Pacific Pest Control Bugman

Attorneys:

Ross Uehara-Tilton

Tom Cole

Paul Mancini

Plumber:

Robert Nash Painter: Ty Westphal

Property Managers:

Ali'i Resorts

Hawai'i Life Cleaners:

Beatty Ortiz

CSI Carpet Cleaners

(808) 870-0593

(808) 875-2888

(808) 871-1283

(808) 531-8031

(808) 242-6854

(808) 871-8351

(808) 357-2690

(808) 740-3040

(808) 879-6284

(855) 447-3685

(808) 357-3908

(808) 205-3237

Air Conditioning Service:

Des Tobin

(808)242-9275

1031 Tax Exchange Services:

Julie Tumbaga Braxton (808) 265-5854

Moving Tips

Moving Day: Old Home

Pick up the truck as early as possible if you are moving yourself

Make a list of every item and box loaded on the truck

Let the mover know how to reach you

Double-check closets, cupboards, attic, basement and garage for any left behind items

Moving Day: New Home

Be on hand at the new home to answer questions and give instructions to the mover

Check off boxes and items as they come off the truck

Install new locks

Confirm that the utilities have been turned on and are ready for use

Unpack your “first day” box (see list for suggested contents)

Unpack children’s toys and find a safe place for them to play

Moving Essentials

Furniture pads, hand truck or dolly, packing tape, bubble wrap, newspapers or packing paper, scissors, utility knife, labels, felt-tip markers, cornstarch packing peanuts, plenty of boxes

First Day Essentials

Scissors, utility knife, local phone book, coffee cups, teakettle, instant coffee or tea, pencil and paper, soap, bath towels, trash bags, shelf liner, paper plates, snacks, toilet paper, children’s toys

Moving Tips

Six to Eight Weeks Before

Use up to things that may be difficult to move, such as frozen food

Get estimates from professional movers or from truck rental companies if you ' re moving yourself

Once you ’ ve selected a mover, discuss insurance, packing, loading and delivery, and the claims procedure

Record serial numbers on electronic equipment, take photos (or video) of all of your belongings and create an inventory list

Change your utilities including phone, power and water, from your old address to your new address

Obtain a change of address packet from post office and send to creditors, magazine subscription offices, and catalog vendors

Discuss tax-deductible moving expenses with your accountant and begin keeping accurate records

Two

or

Three Days Before

Defrost your refrigerator and freezer

Have movers pack your belongings

Label each box with the contents and room where you want it to be delivered

Arrange to have payment ready for the moving company

Two to Four Weeks Before

If you ’ re moving to a new community, contact the Chamber of Commerce and school district and request information about services

Make reservations with airlines, hotels and car rental agencies if needed

If you are moving yourself, use your inventory list to determine how many boxes you will need

Begin packing nonessential items

Arrange for storage, if needed

If you have items you don’t want to pack and move, hold a yard sale

Get a license, registration and insurance in order

Transfer your bank accounts to new branch location. Cancel any direct deposit or automatic payments from your accounts if changing banks

Make special arrangements to move pets, and consult your veterinarian about ways to make travel comfortable for them

Have your car checked and serviced for the trip

Collect items from safe-deposit box if changing banks

Set aside legal documents and valuables that you do not want packed

Pack clothing and toiletries, along with extra clothes in case the moving company is delayed

Give your travel itinerary to a close friend or relative so they can reach you as needed

Discuss tax-deductible moving expenses with your accountant and begin keeping accurate records.

Why Tom Tezak & Hawai‘i Life?

Tom specializes in luxury homes and is committed to o ering his insight on the most lavish properties and the best locations in South Maui, from special oceanfront properties to exclusive condominium communities.

Tom is a member of Hawaii Life One (HL1), a special division of Hawai‘i Life focused specifically on select properties that require discretion and thoughtful presentation to the right potential buyers.

Smart Marketing means we promote your property in ways that are responsive to changing markets and home buyer trends for maximum results.

Hawaii’s Real Estate Brokerage

Hawai‘i Life is Hawai‘i’s statewide, 100% locally owned and operated real estate brokerage. We operate Hawai‘i’s #1 real estate website and over 340 expert, local agents are here to provide uncompromising personal service.

Design and Marketing

Hawai‘i Life’s in-house design and marketing experts ensure that your property is presented e ectively to a large audience across multiple channels. We combine quality content with e ective design and maximum exposure.

Exposure

Our marketing channels ensure that your property is seen by potential buyers. We actively market your listing through our web database, social media, statewide and

Solid Representation ensures that Hawai‘i Life principals look after your interests without compromise.

international networks, o ce locations, PR partners, our Forbes Global Properties membership, Luxury Portfolio, direct mail, events, Zillow, and more. Our objective is to present and market your property to qualified potential buyers.

Results

In just 14 years, Hawai‘i Life has evolved from an idea to Hawai‘i’s top-performing real estate brokerage. Statistics and results show that Hawai‘i Life is a company focused on results. We consistently outperform the competition across various market segments, price points and locations.

People. Representation.

Hawai‘i Life is a team of dedicated, expert professionals. We are here to represent you. People put the “life” in Hawai‘i Life.

Notable Achievements

• Hawai‘i Life was founded in June of 2008 in Hanalei, Kauai.

• Hawai‘i Life was nominated as Most Innovative in Brokerage and Technology for 2010 & 2011 by Inman News.

• Named Third (#3) Fastest Growing Hawai‘i Company by Pacific Business News, 2012.

• HawaiiLife.com is Hawai‘i’s most-tra cked real estate search engine. (Source: SEMRush)

• As of 2014, Hawai‘i Life became the top listing residential real estate brokerage in the State of Hawai‘i, by both volume and units.

• From 2012 to present, Hawai‘i Life represented more sales of properties listed at $3m+ than any other brokerage in Hawai‘i. (Source: MLS)

• In 2012, Hawai‘i Life became a founding member of the Hawaii Land Trust (HILT).

• In 2013, we launched the Hawai‘i Life Charitable Fund in partnership with the Hawaii Community Foundation.

• On January 1, 2013, HGTV (Home & Garden Television Network) launched the “Hawai‘i Life” television program, a 13-episode lifestyle and real estate series exclusively featuring the company’s agents and clients. The show’s 14th season aired in 2020 to its devoted audience of more than 22 million viewers per episode nationwide.

• Hawai‘i Life’s annual conference, The Worthshop Series, has attracted thousands of agents from Hawai‘i and the continental U.S.

• In 2021, Hawaii Life co-founded Forbes Global Properties in a partnership with Forbes Media to form a truly global luxury real estate sales network.

Sales Statistics

Sales Volume by Year (approximate):

2022 - $2.631 Billion

2021 - $3.69 Billion

2020 - $2.17 Billion

2019 - $1.616 Billion

2018 - $1.739 Billion

2017 - $1.123 Billion

2016 - $1.135 Billion

2015 - $955M

2014 - $990M*

2013 - $655M

2012 - $520M

2011 - $344M

2010 - $155M

2009 - $52M

2008 - $4.7M

Hawai‘i Life Luxury Market Report

Hawai‘i Life Market Share

Hawai‘i Life continues to be the market leader, representing 147 of the 1,304 sides of business above $3M in 2022. Hawai‘i Life agents lead in both listings and sales volume in the state’s luxury market.

Source: MLS Data, 2022

Hawai‘i

Statewide Sales Over $3M

• Hawai‘i Life was the market leader (again): representing 147 of the 1,304 sides of business in that segment (11.3% of total).

• Compass represented 121 sides.

• Coldwell Banker Island Properties represented 104 sides.

• All other brokerages combined represented 932 sides.

Hawai‘i Life: 147 Compass: 121

Coldwell Banker Island Properties: 104

All Others: 932

Hawai‘i Life’s market share increases as sales price goes up.

Source: MLS Data, 2016-2023

1,993

Hawaii Life One

Hawai‘i Life One (aka HL1) is a special division of Hawai‘i Life focused specifically on the luxury market. HL1 is a curated collection of exceptional properties around Hawai‘i. It is a natural evolution in representation. HL1 is design, quality, and total service.

Password Protected Website Featuring Listed and OMarket Properties
HL1 Magazine & Luxury Market Report
Listing Book

Luxury Portfolio International

Luxury Portfolio International® is the luxury face of Leading Real Estate Companies of the World® (LeadingRE), the largest global network of premier locally branded companies dominated by many of the world’s most powerful independent luxury brokerages

Membership Advantages

Network of 550 companies, 4,600 offices

150,000 associates in over 70 countries, who collectively produce over $296 billion in annual home sales last year.

Digital marketing campaigns and follow-up detailed exposure and tracking reports using LuxeAnalytics

Global targeted advertising programs that reach over 55 million affluent consumers annually through publications with high-net-worth readers.

Source: Leadingre com /

Forbes Global Properties

Membership Advantages

Connection to 133 million unique monthly visitors to Forbes’ digital platform, 45 million+ social media followers, 44 global print editions in 28 languages that reach 6 3M+ readers

Showcase listings on an exclusive new digital marketing platform with powerful consumer analytics and tools to pinpoint, engage and target prospective home buyers

State-of-the-art agent tools, premier advertising opportunities, global PR campaigns and innovative marketing services to promote the most unique properties.

Our founding membership connects our clients to a global network of established leaders in luxury property sales in their respective markets, with clients and offices across the U.S., Asia, Europe, and Australia Forbes Global Properties leverages the audience and worldwide reach of Forbes, one of the most trusted media companies for the last 100 years, to engage, inform, and delight buyers and sellers of luxury properties. Source: Forbes *Sept

The Shops at Wailea, 3750 Wailea Alanui B-16, Wailea, HI 96753

HawaiiLife.com SEO

The Best Search Engine Marketing in Hawai’i. HawaiiLife.com receives vastly more traffic with longer visits than the competition.

Expert In-House Web Marketing

Expert In-House Web Marketing

We know how to drive massive web traffic to our network of websites With ongoing promotion to stay at the top of all rankings by our in-house Search Engine Marketing team, HawaiiLife com offers unparalleled global exposure for our listings.

Organic!

Organic search engine placement is simply the most effective website lead-generator. We do invest in Pay Per Clicks and sponsored advertising, but statistically organic placement yields more (and better) traffic HawaiiLife com is actively promoted and optimized for an ever-increasing list of organic search results.

Design Driven Direct Marketing

At Hawai’i Life, our in-house marketing team collaborates to produce high-quality targeted marketing, or “Smarketing,” utilizing an integrated approach that combines our expertise with powerful platforms and a liates. This enables us to e ectively communicate with potential and existing clients and consistently deliver exceptional results. Smart Marketing has been integral to our success.

Find The Buyers

Where are buyers looking? Hawai‘i Life marketing directly addresses these key exposure points.

Where did buyers find their home they purchased in 2022?

29% Real Estate Agent

10% Friend/Relative

5% Directly from Seller

4% Yard Sign/Open House Sign

1% Home Builder <1% Print Ad

51% Internet

96%

Of buyers in 2021 used the internet in some form to search for a home.

Buyers use the Internet as their first step in the home search process. 47% of buyers looked online for properties for sale as their first step

Source: NAR Profile of Home Buyers and Sellers, 2022

Products & Systems

We make products to market your home. We track e ectiveness. We maintain a large customer database. We employ a full-time team of over 20 technology, media, design and marketing experts. We are a unique combination of ad agency and real estate brokerage.

Representing

HAWAI‘I LOVE

Hawai‘i Life Charitable Fund

Working to preserve Hawaii’s beauty and culture by supporting its people. The Hawai‘i Life Charitable Fund (HLCF) was created to answer a need for flexible, responsive and innovative giving opportunities for our agents, brokers, employees and clients. The Hawai‘i Life Charitable Fund is a donor-advised fund at the Hawai‘i Community Foundation and is supported primarily through agent, broker and client donations, though anyone can donate to the HLCF. We support local charities and causes throughout the state that are aligned with our mission, primarily through grant funding provided through the Hawai‘i Love program. Each year, Hawai‘i Life agents and brokers collectively choose a giving focus. In 2023, our giving focus is, Caring for our Keiki, elevating Hawaii’s children and at-risk youth with improved early development, education, and health care for their brighter futures.

Give.HawaiiLife.com

• Donations can happen at anytime for any amount

• Donations at the close of escrow can be as small as $100, and as large as you’re able to give.

• Donations are “o the top,” or before commissions are divided, so Hawai‘i Life contributes a portion of the donation, regardless of the amount. If the agent wants to contribute more than $100, Hawai‘i Life will continue to share in that amount.

• Visit Give.HawaiiLife.com to learn more

Through the fundraising e orts of the HLCF Board of Directors and the generous contributions of Hawai‘i Life agents and clients, HLCF has donated more than $250,000 to Hawai‘i-based 501(c)(3) charitable nonprofits serving the Hawaiian Islands. Funds raised supported the acute needs of Hawai‘i residents facing extraordinary natural disasters, as well the ongoing needs of many Hawai‘i charities.

HLC F 100 % CLUB

Statewide Resources

With o ces around Hawai’i and committed, local agents, we are a solid, connected ‘ohana. The team at Hawai‘i Life includes 55 employees in Creative, Agent Services, Property Management, Accounting, and Inside Sales. There are 350 licensed real estate brokers and salespeople across the island chain.

• There are 13 Brokers-in-Charge across the State of Hawai‘i.

• The Creative Team employs 11 full-time designers, copywriters, and marketing coordinators for all forms of media.

• The Customer Experience Team includes two Salesforce administrators and a sta of four Inside Sales Specialists.

• The Agent Services Team employs eight full-time employees, including Transaction Managers and Listing/Relocation Specialists.

• Hawai‘i Life Vacations employs five full-time bookkeepers, as well as four reservationists and support sta , including

• 15+ property managers who are independent contractors.

Statewide Locations

Oahu

Kaimuki

Kahala - The CHOI Group

Diamond Head

Hawai‘i Kai

Ewa Beach

Haleiwa

Kailua

Maui

The Shops at Wailea

Kihei

Lahaina Kapalua

Makawao

Hawai‘i Island

Kailua-Kona - HL1

Waikoloa Beach Resort

Hamakua

Hilo

Waimea

Kauai

Kilauea - Company HQ

Princeville

Kapaa, Shido Building

Poipu, Kukui‘ula

Hanalei

Kapa‘a
Princeville
Kilauea
Kahala Hawaii Kai Kailua
Ewa Beach Kaimuki
Poipu-Koloa
Kapalua Paia
Wailea Kihei
Kohala Coast Waimea Hilo
Kailua-Kona
Lahaina
Haleiwa
Diamond Head
Hamakua Coast
Hanalei
The Shops at Wailea

Hawai‘i Life Publicity

Hawai‘i Life o ers high-end publicity services targeted for our luxury clientele. We are connected with the most high-profile outlets across the globe including The Wall Street Journal, Forbes, The New York Times, Architectural Digest, Mansion Global, Robb Report, MSN, MarketWatch, and more. We execute successful story placement in high-value print, digital, and broadcast media. Our team strategically accesses feeder-markets through customized story angles while maintaining privacy, discretion, and story-control for our clients. In 2022, Hawai‘i Life generated exposure for our clients’ properties across regional and global media, reaching an audience of more than 4.8 billion.

Historical Information

Address:

Bedrooms/Baths: /

Covered Lanai/Deck: Uncov Lanai/Deck: Living Area Square Feet:

$1,485,000 3/23/2021

2/6/2021

Welcome to Hokulani Golf Villas, one of the premier gated communities on the sunny south side of Maui. This immaculately maintained home

on the golf course with northern exposure for sunny mornings and cool afternoons. You will love being at the top of the community for ultimate peace and quiet. This

the most popular floor plans with the master suite downstairs for single level living. Upstairs features

guests. This pristine home offers an open concept with a great room, dining area and kitchen with 12 ft. ceilings all opening onto 2 lanais with golf course views. The large 2 car garage allows for extra storage. Guest parking is directly across the street. Upgrades in this luxury home include full granite backsplash in the kitchen, soft close cabinets & drawers, Cherry wood kitchen cabinets, upgraded carpet, the addition of porcelain tile in the den & master bedroom, and additional insulation. A propane line was installed on the lanai for the BBQ grill. Furnishings are available with a separate bill of sale. Art will be excluded. Ready to relax? Hokulani has a beautiful pool, spa, and entertainment room with spectacular ocean views. It doesn't get better than this! Enjoy some of Maui's best restaurants, shops, beaches and golf courses which are only minutes away. This could be your home jin paradise! It is truly a gem!

102 UMEKE ST, Apt 38

102 UMEKE ST, Apt 38

Taxkey: 2-2-2-24-35-38 | Subdivision: HALEAKALA GREENS SUBDIVISION | Project: Hokulani Golf Villas

PROPERTY BASICS

OWNER : EMBREE, JERALD L & SUSAN C TR

TENURE: Fee Simple

DWELLINGS: 1

BEDROOMS/BATHS: 3/2.5

TAX PAYER: EMBREE, JERALD L & SUSAN C TR

ANNUAL TAX (2023) : $2,826

PITT CODE : 1-OWNEROCCUPIED(Maui)

LOT#:

TAX BILL : 102 UMEKE ST APT 38, KIHEI HI 96753 USA

BUILDINGS: 1 LAND USE: ZIP: 96753

SIZE : 0 sqft BUILDING SIZE: 2,443 sqft

LEGAL INFO : UNIT 38 HOKULANI GOLF VILLAS CM 4304 UND 1/152 INT IN COMM ELEM AND LAND

Assessed Values Year Year Property Taxes Property Taxes 2024

+289 45 | +11 41%

-4,962.80 |66 18%

$7,499 35 +202 68 | +2.78% 2020 $7,296 67 +666 12 | +10 05% 2019 $6,630 55 +59 32 | +0 90%

2018 $6,571 23 -680 34 |9 38%

2017 $7,251.57 +6,479.97 | +839 81%

2016 $771 60 +126 60 | +19.63%

2015 $645 -80 40 | -11 08% 2014 $725 40 +345 88 | +91 14%

2013 $379 52 Land Land Building Tax Assessment Tax Assessment

CONDO NAME: Hokulani Golf Villas

CONDO INTEREST: 0.66%

$107,400 $2,029,900 $2,137,300 +$374,300 | +21.23%

$159,000 $1,604,000 $1,763,000 +$307,500 | +21 13%

$159,000 $1,296,500 $1,455,500 +$136,600 | +10 36%

$159,000 $1,159,900 $1,318,900 +$33,500 | +2 61%

$159,000 $1,126,400 $1,285,400 +$234,600 | +22 33%

$149,600 $901,200 $1,050,800 +$9,400 | +0.90%

$140,300 $901,100 $1,041,400 -$106,000 |9 24%

$126,300 $1,021,100 $1,147,400 +$1,018,800 | +792.22%

$128,600 $0 $128,600 +$21,100 | +19 63%

$107,500 $0 $107,500 -$9,500 | -8.12%

$117,000 $0 $117,000 +$57,700 | +97.30%

$59,300 $0 $59,300

PARKING SPACES:

CONDO TYPE: Commercial

CONDO STYLE:

COMMON PROPERTY: FLOOR: 1

VIEW : Partial Ocean View

3/22/2016 DEED - Deed

7/11/2019

TRANSD - Deed with zero price

3/23/2021 DEED - Deed

1/20/2023

TRANSD - Deed with zero price

1/23/2023

TRANSD - Deed with zero price

PROJECT NO: 5518

PROJECT NO: 6135

IACOVETTI, DAVID ANTHONY, Single Person or Individual (Joint Tenants with Right of Survivorship)

MERKER, JAY HARRIS, Single Person or Individual (Joint Tenants with Right of Survivorship)

IACOVETTI, DAVID ANTHONY, Married Couple (Tenants By Entirety)

MERKER, JAY HARRIS, Married Couple (Tenants By Entirety)

EMBREE, JERALD LLOYD, H/W (Joint Tenancy)

EMBREE, SUSAN, H/W (Joint Tenancy)

EMBREE, JERALD LLOYD, H/W (Tenants By Entirety)

EMBREE, SUSAN, H/W (Tenants By Entirety)

EMBREE, JERALD L, Trustee (Tenants By Entirety)

*JERALD L EMBREE AND SUSAN C ENIBREE TRUST

*DATED DECEMBER 8, 2022, WITH FULL POWER

EMBREE, SUSAN C, Trustee (Tenants By Entirety)

$1,103,000 DOC 59250506 BOC

$0 DOC 71310369 BOC

$1,485,000 DOC 77520342 BOC

JERALD L EMBREE AND SUSAN C EMBREE TRUST, Trust (Tenants By Entirety) $0

PROJECT NAME : HOKULANI GOLF VILLAS

PROJECT NAME : HOKULANI GOLF VILLAS

84230625 BOC

ADDRESS: LIPOA PKWY DEVELOPER: SIGNATURE DEV OF HI LLC

ADDRESS: LIPOA PKWY DEVELOPER: SIGNATURE DEV OF HI LLC RECORDED LOANS FOR 2-2-2-24-35-38

$700,000 New Conventional BANK -

$635,000

YEAR BUILT : 2008

EFFECTIVE YEAR BUILT: 2008 PHYSICAL CONDITION: Average

& DESIGN FACTOR:

FACTOR :

BUILDING VALUE: $537,100

ATTIC:

POOL : None

BUILDING DETAILS

BLDG 1 OF 1 OF MAIN

STYLE: Contemporary

SHAPE : L Shaped

ROOF STRUCTURE :

ROOF MATERIAL: Concrete tile

ROOF DESIGN : Hip

FOUNDATION: Concrete

CENTRAL AC/HEAT: Central Air

BASEMENT:

CEILING: Plaster-board

BLDG QUALITY: (3) Fair

OCCUPANCY:

FRAMING : Double wall

EXTERIOR WALL : Stucco

INTERIOR WALL STRUCTURE :

INTERIOR WALL MATERIAL: Plaster Board

FLOORING: Ceramic tile

FLOOR CONSTRUCTION: Wood joist

LLLA: 0

1ST STORY: 1,675

2ND STORY: 768

ADDL STORY: 0

HALF STORY: 0

ATTIC: 0

TOTAL SFLA 1: 2,443

BASEMENT: 0

FAMILY RMS: 0

BEDROOMS: 3

REC ROOMS: No

TOTAL RMS: 7

REC ROOM AREA: 0 FULL BATHS: 2

RESIDENTIAL BUILDING ADDITIONS

HALF BATHS: 1

ADD'L FIXT : 5 TOTAL FIXT.: 13

Comparable Properties

amenities like an infinity edge community pool and clubhouse.

Address:

Bedrooms/Baths: /

Covered Lanai/Deck: Uncov Lanai/Deck: Living Area Square Feet:

Experience the epitome of luxury living within the highly desirable Hokulani Golf Villas gated community. The sprawling 40-acre complex is graced with abundant green spaces and a lavish infinity pool, clubhouse, and barbecue areas. This stunning 4-bedroom, 3-bathroom residence boasts 2,548 Sq Ft of custom crafted living space. Upon entering, you'll be greeted by an open floor plan featuring 9-foot ceilings, cultivating a sense of space and warmth, inviting you to entertain or simply unwind and relax. Delight in your meticulously designed kitchen with Quartz countertops and sleek stainless steel appliances, including a gas range. Step outside onto the private north-facing back porch and envelop yourself in the expansive views of the seemingly endless manicured greens of the Maui Nui golf course, while enjoying the refreshing trade winds. Enjoy the generously proportioned ensuite bedroom upstairs, featuring two balconies facing north and south, providing stunning views of the ocean, mountains, and Maui Nui Golf Course. Unwind in the expansive shower or pamper yourself in the luxurious corner soaking bathtub. Two additional bedrooms provide picturesque views of the golf course, along with a bonus room that holds potential for various uses. Amenities include a full-sized two-car garage, central air conditioning for year-round comfort, and beautifully crafted granite countertops in all bathrooms for added elegance. Ideally situated just a few minutes from South Maui's stunning beaches, exciting activities, vibrant shops, and delectable restaurants. Don't miss the opportunity to own this exquisite home in one of Maui's most desirable communities. Schedule a showing today.

LifestyleMauiTeam.com

YouTube.com/LifestyleMaui

Facebook.com/LifestyleMauiTeam

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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.