Marketing Plan book

Marketing Plan

Our Mission Statement Listing Presentation Meet the Team Why Choose Lifestyle Maui Real Estate Team? Listing Services Internet Marketing Preparation Tips Photoshoot Checklist

Content

Showing Your Home Purchase & Sale Home Inspections Settlement & Closing Affiliate Team Moving Tips Glossary Giving Back Our Affiliations Information About Your Property

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

SOLID REPRESENTATION

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

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

Meet The Lifestyle Maui Team

SOLID REPRESENTATION

Meet the Team Tom Tezak TEAM LEADER, PRINCIPAL BROKER

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.

Stephanie Mascak SALES AGENT, REALTOR(S)

Stephanie is a mother to twin girls and a boy on the beautiful island of Maui. When she was 19, she moved from Ohio to Hawai'i and has been loving it ever since. In college Stephanie studied business, education and economics. Design, architecture, new construction and DIY projects are some of Stephanie’s personal interests. She has recently built her first cottage upcountry and started a hobby farm. This experience has helped her gain so much valuable knowledge for her clients. Outside of work, Stephanie likes to train Jiu Jitsu, island hop, run, spend time with her children/animals and catch the sunset.

Amber Lee SALES AGENT, REALTOR(S)

Raised on Oahu, Amber Lee portrays Aloha in every way! Growing up with strong family roots in Hawaii, Amber has an extensive history of the islands lifestyle and culture. Graduating from the University of Hawaii, with a Bachelors in Education, Amber focused her career with special needs children at Loveland Academy, for 11 years full time working within this precious community. Being involved in a wide range of transactions has allowed her a thorough understanding of Maui County zoning and building challenges which is a huge asset to her clients. Amber also teaches yoga to give back to her community here on Maui.

SOLID REPRESENTATION

Meet the Team Connor Carrigan SALES AGENT, REALTOR (B)

Consistently providing a high level of service and delivering for his clients, Connor is the premier example of an agent that you want on your side in a real estate transaction. He is known for his involvement with industry groups including being a member of Maui's Young Professional Network. Connor also has a fundamental understanding of technology and the way it plays apart in todays real estate business. From high level marketing driven by AI to help get your property sold, all the way to systems that help him find the perfect home for you the moment they come on the market. As competitive as Maui's real estate market is today, It's important to have someone in your corner that is knowledgable in their market and skilled in their profession. Connor will give buyers and sellers alike a strong advantage in todays market.

Michele Gibson TRANSACTION COORDINATOR

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.

Michelle Rodriguez TEAM COORDINATOR/ CUSTOMER CARE LIASION

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.

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

SOLID REPRESENTATION

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!

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

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.

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

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+

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

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.

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

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.

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

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.

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

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

HawaiiLife.com Vimeo.com

YouTube.com juwai.com

Zillow.com Realtor.com

90K

900

200K

Views on Youtube

Avg Monthly Visitors to LifestyleMauiTeam.com

Avg. Monthly Visitors to HawaiiLife.com

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

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

4478 Makena Rd

12 Pohuehue Pl

Narrated Walkthrough Video

Lifestyle Video

1452 Hihimanu St

Condos, Castles, & Cottages!

Property Video

Neighborhood Overview

To see more videos, Visit Youtube.com/LifestyleMaui

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

Photoshoot Checklist The photoshoot will take several hours. Both the inside and outside of your

Remove all vehicles from driveways and do not park directly in front of the house.

home/condo will be photographed.

Move garbage cans out of sight.

All of the major rooms will be

Remove all garden tools including hoses and

photographed.

sprinklers.

We normally do not photograph the

Mow and rake yard.

garage unless it has special features.

Sweep driveways, sidewalks and patios.

If you have special features of your home

Clear off counter tops in kitchen and

that are not obvious please let me or the

bathrooms

photographer know about these so they

Let me know if your home contains valuable

are included in the shoot.

works of art. I can have the photos edited to

Contain pets in the garage or out of sight.

make these items unrecognizable or make

Remove photos, notes and papers from

sure they are not in the photographs if you

the refrigerator.

prefer.

Turn on all interior lights.

If you have an ocean or mountain view, let me

De-clutter rooms which may be

know what time of day the view is best.

excessively furnished. They do not

We can attempt to schedule to maximize the

photograph well.

outdoor pictures. Keep in mind, however, that

Make all beds and tidy bedrooms.

when the light is good for the view it may not

Clothes hung, or folded and put away.

not be good for the natural lighting inside

Remove piles of newspaper and magazines. Tuck trash cans out of view in a closet or cupboard.

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

Preparation Repair & Cleaning Checklist Exterior:

Windows:

Remove peeling and chipped paint;

Clean all windows inside and out

replace with a fresh coat

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

Fix loose trim and fencing

trims and sills

Clear cutters and downspouts

Make sure all windows open and close easily

Make sure there is good exterior lighting

Replace cracked windowpanes and those with

& all walkway lights /front-lanterns work

broken seals

Clean and repair the roof as needed

Make sure window screens are clean and secure;

Clear garage of clutter and tidy shelves

replace any screens with holes or tears

Yard:

Entry:

Mow and trim grass; re-seed and fertilize

Clean entryway floors and area rugs

where necessary

Downsize clutter in the entry and entry closet to

Prune all overgrown trees and shrubs

give the appearance of spaciousness

Weed flower beds. Remove or replace

Double-check entry lighting is working

dead or diseased plants, shrubs, and

Throughout:

trees

Clean all floors, carpets, walls, and trim

·Clean grease and oil stains from

Replace burned-out light bulbs

driveway

Empty trash

Front Door: Polish or replace the door hardware so it

Remove family photos, valuables, prescription drugs

Kitchen:

shines

Make sure countertops, grout, and sinks are clean

Add a fresh coat of paint to get rid of

and stain-free. Replace grout as needed.

nicks

Fix dripping faucets

Clean the glass on the storm door; make

Organize pantry and cupboards so they appear clean,

certain the screen is secure

neat, and spacious

Make sure the doorbell operates properly

Make sure refrigerator and freezer are defrosted and

and there are no squeaks when the door

odor-free

opens and closes

Clean the oven and cook-top thoroughly Set the table

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

Preparation Repair & Cleaning Checklist Living/Family/Dining Room:

Bedrooms:

Give rooms a fresh coat of paint as needed

Repair cracks in ceiling and walls

Repair cracks and holes in ceiling and walls

Apply a fresh coat of paint if necessary

Make sure all wallpaper is secure

Make sure wallpaper is secure

Repaint woodwork that is worn or chipped

Clean drapes and blinds; open to maximize light

Clean or replace draperies and blinds; open

Put away toys, clothes, and clutter

them to maximize light

Neatly make up the beds

Make sure drapes and blinds open and close

Basement:

Steam-clean carpets. Clean rugs and wood

Check for water penetration or dampness; call for

flooring, and remove any stains or odors

professional repairs if necessary

Position the furniture to showcase the size

Get rid of musty odors

and space of the room

Clean hot water heater and drains

Remove and replace any attached items you

Make sure light fixtures work

wish to move with you, such as chandeliers

Arrange storage area in a neat, organized manner

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

Make sure stairway handrail is secure

Tidy Extras:

Bathrooms:

Use air fresheners or bake treats for a nice aroma Plant flowers to brighten a walkway and enrich the

Make sure sinks, tubs, showers, and

entry

countertops are clean and free of stains

Remove any indoor houseplants that are turning

Repair any leaky faucets

brown or losing their leaves

Remove grout and soap stains from title

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

Replace any missing or cracked tiles or grout

property

Make sure all joints are caulked

Discard the clutter of magazines on the coffee and

Make sure all fixtures are operating, including

end tables

heat lamps and exhaust fans.

Tidy and declutter all closets

Install a new shower curtain and buy

Hide or get rid of worn-out throw pillows

matching towels

Store pet supplies

Store all supplies, such as toilet paper,

At night, turn on the porch light and outdoor

shampoo bottles and cleansers out of sight

lighting. Buyers often drive by homes they are considering at various times of day

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

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.

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

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

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

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.

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

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

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

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.

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

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

Scale #2

Applies to all transfers or conveyance of realty

Applies to sales of condominium or single-

or any interest therein, for properties with

family residence where the purchaser does

homeowners exemption. (increments of $100

not have a county homeowner's exemption.

of sale price will be added proportionately to

(increments of $100 of sale price will be

tax)

added proportionately to tax)

$0 > $600,000 = 10¢

$0 > $600,000 = 15¢

$600,000 > $1 Million = 20¢

$600,000 > $1 Million = 25¢

$1 Million > $2 Million = 30¢

$1 Million > $2 Million = 40¢

$2 Million > $4 Million = 50¢

$2 Million > $4 Million = 60¢

$4 Million > $6 Million = 70¢

$4 Million > $6 Million = 85¢

$6 Million > $10 Million = 90¢

$6 Million > $10 Million = $1.10

10 Million and Above = $1.00

10 Million and Above = $1.25

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

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

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:

Termite Inspectors:

Dan Bardenhagen, Northpointe Bank

(808) 280-6168

Eric Miyajima, American Savings Bank

(808)280-6444

Keli Pali Creative Financial

(808) 891-9292

Rebecca Ross, Elite Lending

(808) 891-2005

Brady Spangler, Guaranteed Rate

(808) 339-3921

Home Inspectors: Beau Petrone, ASM Home Inspectors

(808) 870-0593

Chris Hamman, Hawaii Home Inspections (808) 879-6000 Nathan Liles, All Valley Home Inspections (808) 866-8367 Matt Fellman, Island Local Home Insp.

(808) 757-7200

Insurance Agents:

(808) 870-0593

Bowman

Mid Pacific Pest Control (808) 875-2888 (808) 871-1283

Bugman

Attorneys: Ross Uehara-Tilton

(808) 531-8031

Tom Cole

(808) 242-6854

Paul Mancini

(808) 871-8351

Plumber: Robert Nash

(808) 357-2690

Painter: Ty Westphal

Ivy Costa , Mutual Underwriters

(808) 853-7760

Kit Okazaki , State Farm

(808) 242-8440

Mark Zion, State Farm

(808) 793-3203

Movers:

(808) 740-3040

Property Managers: Ali'i Resorts

(808) 879-6284

Hawai'i Life

(855) 447-3685

Cleaners:

Alan Bernie, Smooth Moves

(808) 269-8373

Electricians: Darren Wifley, Platinum Electric

(808) 280-4741

Handyman:

Beatty Ortiz

(808) 357-3908

CSI Carpet Cleaners

(808) 205-3237

Air Conditioning Service: Des Tobin

Matt Carlson, Home Perfect Maui

(808) 283-5288

Joe Koch

(808) 264-3188

(808)242-9275

1031 Tax Exchange Services: Julie Tumbaga Braxton

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

(808) 265-5854

Moving Tips Moving Day: Old Home

Moving Day: New Home

Pick up the truck as early as possible if

Be on hand at the new home to answer questions

you are moving yourself.

and give instructions to the mover

Make a list of every item and box loaded

Check off boxes and items as they come off the

on the truck

truck

Let the mover know how to reach you

Install new locks

Double-check closets, cupboards, attic,

Confirm that the utilities have been turned on and

basement and garage for any left behind

are ready for use

items

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

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

Moving Tips Six to Eight Weeks Before

Two to Four Weeks Before If you’re moving to a new community, contact the

Use up to things that may be difficult to

Chamber of Commerce and school district and request

move, such as frozen food

information about services

Get estimates from professional movers or

Make reservations with airlines, hotels and car rental

from truck rental companies if you're moving

agencies if needed

yourself

If you are moving yourself, use your inventory list to

Once you’ve selected a mover, discuss

determine how many

insurance, packing, loading and delivery, and

boxes you will need

the claims procedure

Begin packing nonessential items

Record serial numbers on electronic

Arrange for storage, if needed

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

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

new address

deposit or automatic payments from your accounts if

Obtain a change of address packet from post

changing banks

office and send to creditors, magazine

Make special arrangements to move pets, and consult

subscription offices, and catalog vendors

your veterinarian about ways to make travel

Discuss tax-deductible moving expenses

comfortable for them

with your accountant and begin keeping

Have your car checked and serviced for the trip

accurate records.

Collect items from safe-deposit box if changing banks

Two or Three Days Before

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

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

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.

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

Testimonials "Deep Understanding of Maui Real Estate"

"Tom was Really Great"

Tom is by far the best real estate agent we have ever had. He helped us purchase our dream home in Haiku, Maui. Tom has a deep understanding of the Maui real estate market and was there to advise us every step of the way. He identified key issues for our consideration and was extremely professional, reliable and responsive to our needs and questions. Most importantly, he navigated us through the contracting process and helped us find solutions to issues that cropped up during the negotiations. His good sense of humor and warm personality made the whole transaction fun. His team also provided excellent support and was well organized throughout the escrow process. I highly recommend him to anyone buying or selling a home on Maui.

We used Tom Tezak as our buying agent at the end of 2020 into early 2021. We were moving from California to Maui and only had a week window to visit the island to see properties. We were interested in moving to South Maui and were recommended Tom because of his expertise and good connections in the area. Tom was really great. Our move date got pushed back a few times and Tom was never pushy but would kindly check in every so often to see if he could help with anything. We told Tom what we were looking for and what our budget was, and he narrowed us into a few neighborhoods that were spot on. Unfortunately, when we finally had our week to visit and look at houses, there were no houses for sale in those neighborhoods. We still viewed many houses that fit our requirements but none of them excited us. Before we left, Tom used one of his connections to view a house that wasn't planned to be listed for many more months and we were able to strike a deal. Most of the purchase was done remotely from the mainland but Tom made everything very easy and smooth, and we had no issues closing. We highly recommend him!.

"A Deal was Made on the Spot" In July I bought a condo at Keonekai residential condos in Kihei Maui with the help from Tom Tezak and his Team. The market was crazy. Inventory was very limited in my price range and condos were selling sight unseen. Tom worked weeks to find a place for me and finally get me in as first viewer on my present condo. A deal was made on the spot and I could not be happier. Tom had me ready to go. Tom’s team outlined things well before there were to happen and we closed smoothly in less than 60 days. I first bought a condo from Tom in 2005 at Wailea Ekolu. I have not had a better realtor anywhere. Highly Recommend this professional team.

"Service in True Aloha Spirit" Tom and his staff sold our condo at Kihei Shores C301 in Maui. He made great decisions on when to relist, the price and what offers not to take even though they looked the best. We were kept up to date each week with an Email. The whole process was facilitated from our home in NY. They know there are a ton of other realtors out there so they really appreciate you as a costumer and provide service in true Aloha spirit. I can't wait to get back there and meet him face to face.

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

Why Hawai‘i Life? We focus on results. Our foundations of Smart SmartMarketing Marketing and Solid Representation work to connect buyers and sellers in Solid Representation. Hawai‘i, and around the world.

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 350 expert,

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

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.

local agents are here to provide uncompromising personal service.

Results In just 13 years, Hawai‘i Life has evolved from an idea to

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

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.

exposure.

People. Representation. Hawai‘i Life is a team of dedicated, expert

Exposure Our marketing channels ensure that your property is seen by potential buyers. We actively market your

professionals. We are here to represent you. People put the “life” in Hawai‘i Life.

listing through our web database, social media, statewide and international networks, office locations,

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

PERFORMANCE

Hawai‘i Life Performance

$3.69 Billion 2021 Sales

450,000 2,645 Customer Database

2021 Transactions

>$3M

200K

Most Closed Transactions Above $3M in 2021

Real Estate Website in Hawai‘i

Avg. Monthly Visitors to HawaiiLife.com

100%

$10.57M

350

Locally Owned & Operated

Avg. Sales Volume Per Agent in 2021

Agents

More Listings than any Hawaii Brokerage (MLS data)

Inman Nominations for Most Innovative Brokerage

Inman 100 Most Influential Real Estate Leaders

Offices Statewide

Designers & Support Staff

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

SMART MARKETING

Exposure

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

PERFORMANCE

Hawai‘i Life Dominates High-End Sales Hawai‘i Life continues to be the market leader, representing 229 of the 1,676 sides of business above $3M in 2021. Hawai‘i Life agents lead in both listings and sales volume in the state’s luxury market.

Statewide Sales Over $3M Hawaii Life was the market leader (again): representing 229 of the 1,676 sides of business in that segment (13.7% of total). Coldwell Banker Island Properties represented 135 sides. Compass represented 127 sides. All other brokerages combined represented 1,185 sides.

Hawai‘i Life: 229 Coldwell Banker Island Properties: 135 Compass: 127 All Others: 1,185

Hawai‘i Life focuses on performance in all market segments. Source: The data above is comprised directly from MLS and off market sales.

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

SMART MARKETING

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 2021?

51% Internet 28% Real Estate Agent 6% Friend/Relative 6% Home Builder 4% Yard Sign/Open House Sign 3% Directly from Seller <1%

Of buyers in 2021 used the internet Print Ad

in some form to search for a home.

Buyers use the Internet as their first step in the home search process. 41% of buyers looked online for properties for sale as their first step. Source: NAR Profile of Home Buyers and Sellers, 2021

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

SMART MARKETING

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. Google search showing Organic Authority Listing

We do invest in Pay Per Clicks and sponsored advertising, but statistically organic placement yields more (and better)

65K

2,220+

Promoted Keywords on HawaiiLIfe.com

Keywords on HawaiiLife.com rank in the top 3 positions of Google searches

traffic. HawaiiLife.com is actively promoted and optimized for an ever-increasing list of organic search results.

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

MEMBERSHIP & REFERRAL NETWORKS

Forbes Global 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.

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.

133M

Unique Monthly Global Visitors*

Countries

Languages

Exclusive Membership in Hawai‘i

Source: Forbes *Sept 2020 Google Analytics

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

AFFILIATIONS & REFERRAL NETWORK

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.

$296B 1.3M 70 Annual Home Sales

Global Transactions

Countries

Source: Leadingre.com / LuxuryPortfolio.com

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

Notes

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

SOLID REPRESENTATION

People are Hawai‘i Life With offices around Hawai’i and committed, local agents, we are a solid, connected ‘ohana. We are un-corporate, local and forward-thinking. We embrace technology while maintaining a strong human connection to the buyers and sellers we represent.

“In an industry inundated by ‘big box’ national franchises, Hawai’i Life stands apart. We are a statewide, 100% locally owned and operated real estate brokerage.” Matthew Beall CEO & FOUNDER, PB

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

L I F E S T Y L E

M A U I

T E A M

Connect Online LifestyleMauiTeam.com YouTube.com/LifestyleMaui Facebook.com/LifestyleMauiTeam Instagram: @Lifestyle_Maui linkedin.com/in/mauirealestateagent