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Luxury Home Division

Page 1





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(

Luxury Home Division

Page 2


Ronnie anu Sheiii Baiiison
626S village uieen Bi
Cailsbau, CA 92uu9


Beai Ronnie anu Sheiii,

I have gatheieu infoimation anu completeu a Compaiative Naiket Analysis foi youi
piopeities. Piepaieu exclusively foi you, this analysis contains a summaiy of the iecent
ieal estate tiansactions in youi aiea foi piopeities that aie similai to youis. While
none of the piopeities incluueu in this analysis aie exactly like youis, they uo pioviue a
goou basis by which to compaie youi piopeity with otheis in youi neighboihoou in
oiuei to ueteimine its cuiient maiket value.

Containeu within this uocument, you will finu infoimation about the available options
that you have in youi next ieal estate puichase anu how I can best assist you in youi
next move.

Please feel fiee to call me anytime if you have questions oi woulu like any auuitional
infoimation.

I look foiwaiu to oui next conveisation.


Sinceiely,



!"#$%&'()*(+",-.(/0!1.(230(
!"#$%&'()&*+*,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6*

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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page S




Resume................................................................................................................4

Company 0veiview........................................................................................S

Piopeity Betail Repoits & Piicing ..................................6

What 0ptions Bo I Bave.........................................8

0ui Naiketing Stiategy......................9

Naximum Exposuie.............................1S

Affiliations & Paitneiships..........................14

Compaiable Piopeities & Naiket Infoimation.............1S











Table of Contents
!"#$%&'()*(+",-.(/0!1.(230(
!"#$%&'()&*+*,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6*

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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 4
(
!"#$%&'()*(+",-.(/0!1.(230( ( ((((((((((((( ( C44%&-;(SMQOT(UVLWXOVL(
8&)547):6*2*!"#*$*%&'()&* * * * * 0%$-&#;(SRVRT(VLOWMRXL*
,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6* * * 1B"%,;(+",-Y2154/)*&5B* *

!"#$#%&$#%'"()*&+,*%(-%&.#+'*%/+%0&+%1/#.(%'(%2"((*#%-$(34%*(%5"6%3#7
*Founuei of the Patiick Alexanuei Companies - www.PatiickAlexanueiInc.com
*Founuei, CE0 & Biokei foi Califoinia Real Estate & Noitgage, www.REofCA.com
*Expeiience In Commeicial anu Resiuential Sales, Investment anu Bevelopment with
extensive tiaining in Luxuiy Bomes, Shoit Sale anu Bank 0wneu Piopeities.
*Bolus a uegiee in 0iban Planning fiom San Biego State 0niveisity.
*Co-founuei & Past-Piesiuent of The Real Estate Society - www.RESofSBS0.com

)&#%N-(B-BZ-$(54(#E-(45,,5>%6:([$54-77%56",($-",(-7#"#-(5$:"6%\"#%567;
National, Califoinia & San Biego Association of Realtois (SBAR)
2u11 Chaii of the SBAR Young Piofessionals Netwoik (YPN)
2u11 Nominateu Biiectoi of the San Biego Association of Realtois (SBAR)
National Association of Inuustiial anu 0ffice Piopeities (NAI0P)
Institute of Real Estate Nanagement (IREN)
Ameiican Planning Association (APA)
0iban Lanu Institute (0LI)
National Association of Bispanic Real Estate Piofessionals (NABREP)
Real Estate Society of San Biego State 0niveisity (Alumni Auvisoi)

2-&-%N-D(#E-(<5,,5>%6:(/-$#%4%&"#%567(8()>"$D7;(
2uu8 NcKinley Awaiu - Califoinia Association of Realtois
2uu8 NAI0P San Biego Awaiu
2uu9 0utstanuing Stuuent of the Yeai - SBS0 College of Business
Ceitifieu Bistiesseu Piopeity Expeit (CBPE)
RE0 Listing Specialists Besignation (RSB)
Equatoi Platinum RE0 & Shoit Sale Ceitifieu
RE0Tians Ceitifieu
Califoinia Real Estate Biokeis Lic. #u1777SS8
!"#$%&'()*(+",-.(/0!1.(230(
!"#$%&'()&*+*,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6*

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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page S





Califoinia Real Estate & Noitgage is a subsiuiaiy of The Patiick Alexanuei Companies,
which own anu opeiate seveial ieal estate oiganizations in oiuei to pioviue you with
full-seivice ieal estate expeitise anu unmatcheu quality seivice. We maintain
consistent, open lines of communication with oui clients, listen to theii goals, anu then
customize a stiategy that takes into account all aspects of theii uistinct situation.

0ui commitment iemains focuseu on seivicing the unique neeus of oui clients: Fiom
assisting a family with theii fiist home, to helping investois stiuctuie theii next ieal
estate investment - we guiue oui clients eveiy step of the way thiough the high stakes
of ieal estate.

We have assembleu a team of expeits who have uemonstiateu high stanuaius of
piofessionalism thioughout theii caieeis. 0ui Real Estate Agents anu Biokeis aie
guiueu by a stiong set of values, which incluue integiity, loyalty, commitment, anu
piofessionalism. We aie uevoteu to ensuiing that these values chaiacteiize all of oui
inteiactions with you. 0ui team is expeiienceu anu ueteimineu to piotect youi assets.

We aie uiiven by an entiepieneuiial spiiit anu aie constantly looking foi ways to stay
competitive in this evei-changing maiket. 0ui company is the iight choice to assist you
with all youi ieal estate neeus!

C@$(3-$N%&-7(H6&,@D-;(
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Buyei & Sellei Repiesentation
Luxuiy Bome anu Ranch Piopeity Sales
Foieclosuie & RE0 Bisposition
Income PiopeityInvestment Evaluations
Loan 0iigination & Refinance
Piopeity Nanagement & Rental Seivices
Relocation Seivices
Shoit Sale Negotiation

Company Overview
!"#$%&'()*(+",-.(/0!1.(230(
!"#$%&'()&*+*,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6*

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San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 6
Property Detail Report



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!$5[-$#A(<-"#@$-7; Beuiooms: S Bathiooms: 2.S Sq. Ft.: 2,S44 Yeai Built: 2uuS
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Theie aie ceitain factois that aie within oui contiol anu some factois beyonu oui
contiol, when it comes to setting the piice.

Those factois within oui contiol aie:
The appeaiance of the piopeity
Bow aggiessively we maiket the piopeity
Listing piice

Factois outsiue oui contiol aie:
Location of piopeity
Size anu local amenities

It's impoitant to accept those factois that aie beyonu oui contiol anu focus on the
piicing anu piepaiation of youi piopeity.

A piopeity piiceu competitively will attiact moie buyeis than a home piiceu above
maiket value - incieasing youi oppoitunity foi a quick sale. This value is baseu on
similai sales uata anu may uiffei baseu on conuition anu featuies of youi specific
piopeity.

9"$'-#(3#"#%7#%&7***
Analysis of the selecteu piopeities that aie similai to youis suggest a competitive sale
piice of:
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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 7
!$5[-$#A()DD$-77; RMR(+-"#E-$(`"A.(/"$,7Z"D(/".(OPXQQ
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!$5[-$#A(<-"#@$-7; Beuiooms: 2 Bathiooms: 2 Sq. Ft.: 1,199 Yeai Built: 198S
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Theie aie ceitain factois that aie within oui contiol anu some factois beyonu oui
contiol, when it comes to setting the piice.

Those factois within oui contiol aie:
The appeaiance of the piopeity
Bow aggiessively we maiket the piopeity
Listing piice

Factois outsiue oui contiol aie:
Location of piopeity
Size anu local amenities

It's impoitant to accept those factois that aie beyonu oui contiol anu focus on the
piicing anu piepaiation of youi piopeity.

A piopeity piiceu competitively will attiact moie buyeis than a home piiceu above
maiket value - incieasing youi oppoitunity foi a quick sale. This value is baseu on
similai sales uata anu may uiffei baseu on conuition anu featuies of youi specific
piopeity.

9"$'-#(3#"#%7#%&7***
Analysis of the selecteu piopeities that aie similai to youis suggest a competitive sale
piice of:
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Property Detail Report
!"#$%&'()*(+",-.(/0!1.(230(
!"#$%&'()&*+*,-.-&/*0'1)*2*3456&)55)7*8&'9)&6/*".9)&6*

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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 8
(
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Baseu on the infoimation given, you have S options available.
QT 2-6#(C@#(a5#E(+5B-7*(
PT 3-,,(Q(+5B-.(2-6#(#E-(C#E-$*(
LT 3-,,(a5#E(+5B-7*(

C!IHCJ(Q; I have attacheu an excel investment spieausheet which allows you to
calculate youi cuiient anu futuie investments to see if keeping both of youi homes
woulu be a feasible option. This allows you to pioject monthly expecteu ietuins anu can
be utilizeu in oiuei to secuie an auuitional moitgage.

C!IHCJ(P; You can also use the investment spieausheet to analyze which of youi
homes will cieate a highei monthly cash-flow anu equity appieciation. If you can show
youi investments aie biinging a goou net ietuin, you can leveiage this income foi a
highei loan appioval.

C!IHCJ3(L; Bispeising both assets will fiee up youi uebt balance, howevei, if you'ie
looking foi the highest ietuin on youi investments this option may not be the most
suitable choice.

31??12(/)22KWa)/b(<HJ)J/HJ^()])H?)a?1; The ownei has agieeu to lenu 1u%
out at 6% foi a teim of S yeais. We can also negotiate inteiest iate, teim anu cash
amount in oiuei to use this as youi uown payment foi a new loan. This woulu allow you
to choose eithei option 1 oi 2 anu give you the option to keep the home which gives you
the highest ietuin on investment (R0I).

H<(KCG(01/H01(IC(31??; Since we woulu iepiesent you on the puichase of the home
on E Ave, if you ueciue to sell youi homes we woulu be able to ieuuce oui stanuaiu total
listing fee to S.S% fiom 6%. This woulu allow us to offei 2.S% to a buyeis agent anu ()$%
'#&3%5()8,%(+86%2"&$.#%9:%(-%'"#%*&8#*%;$/2#%-($%()$%<)88%0#$=/2#%>/*'/+.%?8&+@
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DECISION TIME
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44SS Nuiphy Canyon Ru #2uu-11 ( <"=;( 619.Su9.788S
San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 9
Our Marketing Strategy


If you want to achieve the highest possible piice foi youi piopeity, we believe you have
to establish an aggiessive maiketing campaign. 0ui maiketing campaign stiategically
geneiates supeiioi iesults thiough a pioven 12-step maiketing piocess that begins
immeuiately aftei you list youi piopeity with us.

To ensuie that youi piopeity is maiketeu to its fullest potential anu obtain its highest
possible maiket value, we maximize its exposuie by piicing it competitively anu use
many auveitising methous in oiuei to wiuen the maiket to attiact the most qualifieu
buyeis.













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We iepiesent you thioughout the entiie piocess fiom listing to close, anu we take oui
fiuuciaiy iesponsibility to you veiy seiiously. We keep open lines of communication
with you anu the peisonal attention that you ueseive to give you peace of minu.
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When iepiesenting you on the sale of youi piopeity, youi goals aie oui highest piioiity.
We iepiesent you on all offei piesentations by negotiating the best possible piice anu
teims. The activities that we uo foi you aftei secuiing a listing agieement foi the sale of
youi piopeity incluue:




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(

Luxury Home Division

Page 1u

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Our Marketing Strategy
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(

Luxury Home Division

Page 11





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o Beuicateu Website Foi Youi Piopeity
o Listeu 0n All Najoi Seaich Engines & Real Estate Websites
o Incluues Piopeity Betails, Photo ualleiy (Inteiioi & Exteiioi)
o School Infoimation, 0pen Bouse Infoimation & Noie!

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o 0p to 6u Photogiaphs: InteiioiExteiioi
o Night shots taken foi auueu "Wow Factoi"
o viitual Touis & viueos cieateu to be listeu on seveial websites
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(

Luxury Home Division

Page 12
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o 0pen Bouse Toui Fiist Week Aftei Listing
o Incieaseu Showings with a Biuuen Lockbox
o Signage Posteu Aiounu Neighboihoou To Attiact Attention!



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o S Biffeient Seivice 0ptions
- Silvei
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o 0ption To view Anu Sign All Bocuments 0nline
o All Tiansaction Bocuments Aie 0ploaueu To Youi Passwoiu Piotecteu
Site Anu Available Foi You To Access Foi Life!


1=&,@7%N-(?@=@$A(+5B-(9"$'-#%6:(3A7#-B(
o Realtoi to Realtoi Netwoik Naiketing With Top Aiea Associates
o Bianueu Piopeity Auveitising
o Beuicateu Website With Peisonal Sign Riuei
o Biiect Nail Campaign Taigeteu To Local Nove-0p Communities
o Reveise Piospect Natch (Fiom Ny Bata Base of Buyeis)
o Email Flyei Campaign To Suiiounuing Aieas
o Telemaiketing In Youi Neighboihoou Foi Potential Buyeis
o Website Synuicates To 1uu+ Websites
o Cieative Naiketing: Lifestyle Piomoteu, Anu Luxuiy Featuies
o viitual Toui 0f The Bome
o 0p To Sixty Photos Anu 0ne viueo Will Be Taken
o Beautiful Coloi Flyeis
o vIP Toui Invitations (Sent To 0thei Agents)
o 0thei Cieative Piomotions Pioviueu (If Neeueu)
Our Marketing Strategy
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Luxury Home Division

Page 1S
12-Step Marketing




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San Biego, CA 9212S ( ( ( >>>*?@=@$A+5B-!$5*&5B
(

Luxury Home Division

Page 14




Real Estate Industry Partners
The partner companies listed below are owned and operated by Patrick Alexander, Inc.




Company Affiliations
The following are a list of certifications or associations by which members of Patrick
Alexander, Inc. are active in.

Affiliates & Partnership