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Seller Roadmap - Perez

Page 1

PREPARED FOR

Carlos Perez


N OW, M O R E T H A N E V E R , THE EXPERTISE OF A R E A L E S TAT E P R O F E S S I O N A L M AT T E R S I N T H E S A L E OF YOUR HOME


L U X U R Y S O C A L R E A LT Y

Brandon Halperin Brandon Halperin represents buyers and sellers across San Diego and South Orange County. A Real Producers Rising Star and 2024 40 Under 40 honoree, he has built his business on strong client relationships, modern marketing, and a “no exceptions, no excuses” approach to results. Brandon pairs detailed market knowledge with a strong grasp of digital and social media marketing, which helps him position properties well and generate real exposure. Whether he’s working with a seller, a first-time buyer, an investor, or a luxury client, his clients’ goals come first. Honesty, integrity, communication, and accountability guide every decision. Originally from Denver, Brandon moved to Southern California in 2020 and is now based in San Diego, focusing on its coastal communities and South Orange County. A former collegiate athlete, he brings the same discipline, preparation, and teamwork to every client, from the first conversation through closing and beyond.

Brandon is part of LUXURYSOCALREALTY, a La Jolla team led by Rob and Joy Aumann and specializing in La Jolla and coastal San Diego. Ranked among the Top 1,000 teams nationwide by WSJ RealTrends, 2020 to 2026, and the #13 medium team by San Diego Business Journal, 2025, the team represented the buyer in the $47 million sale of the most expensive home in San Diego history and has 16 waterfront closings. Through networks like the Institute for Luxury Home Marketing, the Real Luxury Division, and La Jolla ProVisors, the team connects Brandon’s clients to opportunities and agents across markets.


$115 MILLION+ IN PRIOR 12 MONTHS SALES VOLUME

$2M

750M

60

CAREER SALES

P R I O R 1 2 MO N T H S

AV E R A G E

VO LU M E

T R A N S AC T I O N S

T R A N S AC T I O N

PRICE

$47M

11

16

RECORDING

2 0 2 5 ME D I U M

WATERFRONT

BREAKING SALE

TEAM SAN DIEGO

SALES

BUSINESS


NOTABLE SALES & LEASES

6026 Camino De La Costa Lower Hermosa 4 BD 10 BA 13237 SF $47,000,000

2938 Sandy Lane Beach Colony 4 BD 4 BA 2883 SF $16,000,000

2050 Ocean Front Beach Colony 5 BD 5 BA 2100 SF $8,000,000

15245 El Camino Real Covenant 7 BD 6 BA 5800 SF $6,600,000

6423 Avenida Cresta Lower Hermosa 5 BD 5 BA 3362 SF $6,285,000

8510 El Paseo Grande La Jolla Shores 5 BD 7 BA 4741 SF $40,000


L U X U R Y S O C A L R E A LT Y

PRESS HIGHLIGHTS FOX5 SAN DIEGO

CBS8

"Multiple luxury properties were showcased live on FOX 5 San Diego, highlighting some of the region’s most exclusive listings. One segment featured a property tied to the Real Housewives of Beverly Hills, bringing added star power and visibility to the home.”

"CBS 8 filmed live morning and afternoon segments featuring our mansions on the market, spotlighting San Diego’s high-end real estate. The coverage positioned the properties as newsworthy luxury offerings for local and out-of-area buyers.”

MANSION GLOBAL

W S J R E A LT R E N D S

"Mansion Global ran a feature on the San Diego $47M record sale, highlighting the La Jolla waterfront property, its scale, and its unprecedented price point. The coverage reinforced the home’s significance in the luxury coastal market and the strength of San Diego’s ultra-high-end segment.”

"The Wall Street Journal recognized our team among the top 1,000 real estate teams in the country for five consecutive years. This sustained national ranking underscores our production, market expertise, and consistency at the highest level.”

INC.

LA JOLLA.CA

"An infographic we created on high net worth buyer profiles was featured in Inc., highlighting data-driven insights into how luxury consumers behave. It broke down how affluent buyers are

"LaJolla.ca covered the $47,000,000 sale at 6026 Camino De La Costa and named Rob Aumann on the buy side, calling it the largest single-family home sale in San Diego

segmenting, spending, and relocating across top coastal markets”

County history.”


N O TA B L E S A L E

6 0 2 6 C A M I N O D E L A C O S TA

RECORD BREAKING SALE $ 47, 0 0 0, 0 0 0 Robert Aumann represented the buyer in the $47,000,000 sale of 6026 Camino De La Costa, setting the all time record for a single family home in San Diego. This milestone

Positioned on La Jolla’s most prestigious oceanfront stretch, the residence offered extraordinary width, privacy, protected views, and legacy level architecture. With

confirmed their position at the top of the coastal luxury market and showcased their ability to compete at the highest level of California real estate.

very limited opportunities of this caliber, the acquisition reinforced the Aumann’s track record of delivering rare waterfront assets.


N O TA B L E S A L E

2 9 3 8 SA N DY L A N E

RECORD BREAKING SALE $16,000,000 In 2014, Robert and Joy Aumann closed the most expensive home sale in San Diego Sandy Lane oceanfront estate in Del Mar, and sold via reverse 1031 exchange. This

This rare compound offered a main house, guest cabana, pool, private courtyards, and direct beach access. Set within a coveted enclave, the home’s architectural pedigree

landmark transaction set a new standard for luxury coastal sales and remains a defining moment in their record-breaking career.

and location made it a trophy asset. The Aumanns have now sold 15 waterfronts, a testament to their coastal market leadership.


“SO GLAD WE DID.”

We first connected with Brandon through Instagram after seeing one of his posts about the area we were interested in moving to, and we're so glad we did. From the very beginning, he was incredibly easy to work with and made what could have been a stressful process feel seamless. He took the time to truly listen to what we were looking for and never tried to push us into something that wasn't the right fit. His knowledge of the local market was invaluable, especially since we were moving from out of state and weren't entirely familiar with the area. He was always willing to answer our questions honestly and thoughtfully. What stood out most was that he was never aggressive or salesy, just genuinely focused on helping us make the best decision for our family. Throughout the entire process, he was professional, responsive, trustworthy, and someone we felt we could rely on completely. If you're looking for a real estate agent who is knowledgeable, approachable, and truly has your best interests at heart, we highly recommend Brandon.

CLIENT TESTIMONIAL 311 VIA PROMESA


“TOP-NOTCH SERVICE AT EVERY STEP”

We’ve worked with several brokers over the years, but we’ve never had one who showed as much passion, attention to detail, and dedication as Brandon! We had the pleasure of partnering with Brandon on both the sale of our home in San Diego as well the purchase of a replacement property. Brandon provided top-notch service at every step along our journey - whether organizing repairs with his own handyman service, setting up an outstanding photographer and stager to help market the home, providing a well-written and personalized listing description, and generously hosting (frequent!) open houses until we had our home sold. He even hooked us with a designer and developer - and then helped us coordinate with them - when we decided to do some remodeling in order to improve the competitiveness of our listing. We were able to make confident decisions along the way, thanks to Brandon’s strong experience and market knowledge in helping us with our pricing strategy, which ultimately helped sell our home right around our asking price. So, in summary: We've got nothing but good things to say about Brandon and his team, and we'd gladly refer any of our friends and family should they be looking to buy or sell a home in Southern California.

CLIENT TESTIMONIAL 609 CALLE REATA


WE LEVERAGE THE MARKET’S MOST PRECISE DATA TO PERFECTLY POSITION YOUR HOME


Excellence | Exclusivity | Execution | Ethics

2014 Founded in New York

50 States, plus Canada

35K+ Agents across the U.S. and Canada 1

185K+ The Real Advantage

Transactions closed in 2025 2

No. 5 U.S. brokerage by volume and by transactions 3

REAX Nasdaq listed

1As of June 30, 2026, per REAL's Q2 2026 financial results. 2Full-year 2025 closed transactions (sides), per REAL's full-year 2025 financial results. 3Ranking per the 2026 RealTrends Verified brokerage rankings (REAL ranked No. 5 by sales volume and by transaction sides).


IMMEDIATE ACCESS TO A N E T WOR K OF TOP AGEN T S When you list with us, your home is positioned to reach a worldwide network of real estate professionals, backed by a top five brokerage in the U.S.

35K+

130K+

55

AGENTS, U.S. AND CANADA 1

LUXURY PROFESSIONALS 2

COUNTRIES 2

1As of June 30, 2026, per REAL's Q2 2026 financial results. 2Network size per Real Luxury: 130K+ professionals across 55 countries.


L E T ' S TA K E A L O O K AT O U R P L A N T O S E L L YO U R H O M E


Our Step-by-Step Plan What to Expect As your trusted advisor, I’ll be there to guide you throughout the home selling process to ensure that your experience is as seamless and stress-free as possible. PR E -M A R K E T

1

Complete listing paperwork

2

3

4

6

7

8

Prepare your property for market

Pre-market and promote your property to top agents

Develop and execute our marketing strategy and media plan

ON -M A R K E T

5

List property online

Show property and follow-up with leads

C LOSIN G

9

Schedule settlement and work through contract terms

10

Close on the property and assist with postsettlement questions

Monitor the market, provide updates and assess strategy

Review offers and negotiate the optimal contract


Getting Your Home Ready to Sell Your home only has one chance to make a great first impression and we are here to guide you every step of the way. Together, we can focus on identifying and making improvements that will enhance the marketability of your home and stage it to appeal to potential buyers.

Data from the latest Cost vs. Value report from Remodeling magazine and the National Association of Realtors® estimates a:

71%

118%

BEFORE

AF TER | KITCHEN UPGR ADES

BEFORE

AF TER | NEW WOOD FLOORING

Return on investment for minor kitchen upgrades*

Return on investment for new wood floors**

*2022 Cost vs. Value Report, Remodeling Magazine (remodeling.hw.net/cost-vs-value/2022) **2022 Modeling Impact Report, National Association of Realtors (cdn.nar.realtor/sites/default/files/documents/2022-remodeling-impact-report-04-19-2022.pdf)


The Power of Photography Beautiful photography is one of the most powerful tools for selling your home. Our team uses bestin-class photographers to show your home in its best light, make a positive first impression, and attract more buyers.


Everyone gets a first impression... We make yours a great one.

20,000 10+

$76M+

monthly website visitors

buyer inquiries a day

of 2025 sales traced to our website

Digital Reach

Buyer Demand

Proven Results

Our website is built to put your listing in front of buyers searching for homes in San Diego.

Buyers find us on Google and in AI search, then reach out to us directly.

We trace every closed sale back to where the client came from, so we know what works.


DRIVE GLOBAL ATTENTION THROUGH SOCIAL MEDIA Your home is promoted through @luxurysocalrealty, our Instagram account built around San Diego luxury real estate. We plan each campaign around the property, so it reaches a wide audience across our channels and stays in front of them.

1.8M

54.3K

Views in the last 30 days

Followers on @luxurysocalrealty

WHY REACH MATTERS A buyer’s first look at your home usually happens on a phone, well before a showing. A tour that travels puts your home in front of people who aren’t checking listing sites yet, including buyers who are still deciding where in San Diego to live. Shares carry it further: the three tours on the next page were passed from one person to another more than 10,000 times. The more buyers who see your home in its first days on the market, the better your chances of competing interest.


SOCIAL MEDIA PROPERTY TOURS

We film a property tour of your home made for Instagram, edited to hold attention in the first seconds. Tours run on @luxurysocalrealty, and viewers pass them along to the people they’d buy with. Here are three of ours.

271K

147K

119K

Views on a La Jolla tour

Views on a Bird Rock tour

Views on an Encinitas tour


Pricing Your Property to Maximize Buyer Activity Timing of Buyer Activity

Activity

Peak Activity

0

1

2

3

4

5

6

Number of Weeks

Attracting Buyers Using Competitive Pricing Using competitive analysis, market research, and AI-powered tools, we recommend a price for your property to generate the most activity and offers early on before buyers move on to newer listings.

Percentage Over Market Value

15% 10% 5% 0%

7

A property receives the most traffic within the first few weeks of hitting the market. It is important to get the price right in order to gain the attention of interested buyers and maximize your home's position in the market.

Percentage of Buyers

20% 30% 50% 95%

If the asking price is too high, then the property appeals to fewer buyers.


Our Exclusive Pre-Marketing Advantage Whisper Listing A whisper listing is a quiet, pre-market launch. Your home is shared privately with top agents and their buyers before it appears on public home search websites, so you decide what information goes out and who sees it, while we build early interest and test pricing.

Private

Details stay off public home search websites

Early

Exposure to top agents and their buyers before launch

Controlled You decide what’s shared and who sees it


A Multi-Channel Marketing Approach, Designed to Stand Out From brochures and postcards to social media and emails, our marketing collateral effectively communicates your property’s story and attracts more potential buyers.

SOCIAL MEDIA

4:41

Posts LUXURYSOCALREALTY La Jolla, California

Just listed. Your property story, told beautifully.

Your Property Address City, California

Just Listed

Your Property Address City, California

FLYER

Just Listed

Your Property Address

EMAIL BLAST POSTCARD


Reach more prospective buyers with intelligent digital advertising. By pairing targeted social media advertising with our own marketing, we put your listing in front of potential buyers from the day it launches, and we meet them where they already are, online.

FACEBOOK VIDEO AD

INSTAGRAM IMAGE AD

LUXURYSOCALREALTY Sponsored

...

JUST LISTED

Your Property Address

LUXURYSOCALREALTY Sponsored

New to market — just listed. Come see this beautiful home before it’s gone. Don’t miss out!

City, California

Learn More

LUXURYSOCALREALTY.COM

LUXURYSOCALREALTY Don’t miss this gorgeous home.

Schedule A Showing Today!

Targeted Reach

Ongoing Optimization

We serve ads to Facebook and Instagram users who fit your likely buyer, so your home is seen by people who are actually looking.

We watch how each campaign is performing and fine-tune it along the way, keeping your listing in front of the right buyers.


Engaging Open Houses Whether it be in-person or a dynamic virtual tour, open houses are one of the most important ways buyers connect with your home.

53% Of homebuyers attend an open house while searching for a home to buy*

Hosted In person or by virtual tour, every visitor is welcomed and followed up with

*Zillow Group Consumer Housing Trends Report, 2022 survey data


C A P T U R E AT T E N T I O N W I T H GL OBA L P R R E ACH

For the right listing, we pitch the story of your home to national and local media, built around what makes it newsworthy. Our team has been featured in Forbes, Inc., Mansion Global, The Wall Street Journal, Realtor.com, CBS8, Fox5 San Diego, MSN and Today.

9

Top 1,000

Media Outlets That Have Featured Our Team

Teams Nationwide, WSJ RealTrends, 2020 to 2026


Listing and Servicing Plans Choose the level of marketing that fits your property and your goals. Essential

Signature

Premier

4pg

4pg

Launch Quick-shot photos and pre-MLS social media push Private, exclusive promo to our email list Pre-launch whisper campaign to local brokers

Visual Professional photography Twilight photography Professionally printed brochure Professional video Professional video with drone Professional interactive floor plan

Digital Featured on luxurysocalrealty.com Realtor.com, Zillow, Trulia, Homefinder, Hotpads RealtyTrac, Vast, Homesandland, Pocketlistings, Juwai Targeted online campaign

Communication Weekly marketing updates Advanced listing analytics and insights Showing agent feedback, obtained and shared Monthly real estate market updates

Peace of Mind Seller’s home warranty for the length of the listing Transfer of home warranty to buyers, upgraded Premium home warranty to buyers

Events and Neighbors Broker caravan Open house Postcard to neighbors Neighbors-only event Direct mail program Special event

Support Introductions to touch-up and clean-out professionals

Every plan includes Yard sign and MLS listing.


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