Carmel Realty Company
CUSTOMIZED E STATE MANAGEMENT & SPECIALT Y CONCIERGE SERVICE S
■ A Cornerstone in Luxury Real Estate for Over 100 Years ■
CUSTOMIZED E STATE MANAGEMENT & SPECIALT Y CONCIERGE SERVICE S
Best Property Management Company Monterey Herald Readers’ Choice Awards 2016-2019 & 2022 Carmel Pine Cone Golden Pine Cone 2023
Best Real Estate Company Monterey Herald Readers’ Choice Awards 2018-2025 Carmel Pine Cone Golden Pine Cone 2011-2015, 2017-2022, 2024 & 2025 Monterey County Weekly Best Of 2019-2025
Best Company For Giving Back Monterey Herald Readers’ Choice Awards 2020-2022
CONTENTS Introduction & Mission ................................................ Estate Management Team ........................................ Estate Management Services ................................... Included Luxury Services ........................................ Billable Luxury Services ....................................... Specialty Concierge Services .............................. Event Planning .......................................................... Recommended Annual Services ........................... Estate Management Home Services .................. Other Carmel Realty Services .............................. Four Generations of Real Estate ..........................
INTRODUCTION C u s t o m i z e d E s tat e M a n ag e m e n t
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armel Realty Company’s market leading Estate Management Division provides bespoke residence oversight services that maximize property value and encourage carefree enjoyment Excellent service and a ention to detail is the benchmark protecting your most valuable asset while employing strict security standards Our concierge services are tailored to meet our clients’ interests and lifestyle and our dedicated staff provides an unparalleled level of service • Full-service property management • Customized property inspections • Maintenance and repairs support • Access to the most reputable licensed vendors • In-house maintenance and technology specialists • -hour emergency service for peace of mind • Full suite of concierge services from mailing packages to event planning Our Mission
Through transparent communication and a commitment to superior service we strive to ensure that our client’s needs are met and their expectations are surpassed in every way Carmel Realty Company’s mission is to be clearly recognized as the Premier Property Management Company on the Monterey Peninsula to manage the area’s largest inventory of luxury homes to be known for an unmatched ability to maximize revenue and asset value for our Owners and for providing quality living experiences and support for our Owners and guests
E STATE MANAGEMENT TE AM
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aving the right team manage your home will make all the difference in the world This business is about people and always making quality decisions and standing behind them Carmel Realty has a tradition reaching back over years Our longevity is no accident Our family has been paving new ground in high-end Peninsula Real Estate for over four generations and eight decades We have built our name on quality and integrity and this is a tradition Carmel Realty will not compromise Each of the professionals at Carmel Realty has been working with or in the Fortune companies and their associates for years At our top tier we are graduates of Stanford Berkeley USD Air Force Academy and former executives in Real Estate Marketing Advertising and Technology Our approach to managing this business is unique It’s a commitment to best practices efficiencies great service and work ethic
This powerful management team brings with it a valuable network – professional social scholastic philanthropic This network lives and works directly in our target area of operation Our network of local and global businesses is unique We affiliate the Regent level with LuxuryRealEstate com and Who’s Who in Luxury Real Estate Our strategic broker referral network provides our clients with access to high net worth individuals and their agents and clientele that can’t be delivered by any other management organization on the Peninsula Our list of thousands of valued current and previous clients is a resource for both filling vacancies and valuable word-of-mouth references
E STATE MANAGEMENT TE AM
Nancy Whitman
VP of Client Services & Strategic Partnerships Nancy@CarmelRealtyCompany.com
Broker/Managing Director Shelly@CarmelRealtyCompany.com
Cell DRE
Direct | Fax DRE
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ancy studied pre-law/political science and a er some time in law school she quickly shi ed towards hospitality when she got a taste of it at Pebble Beach Resorts She has extensive experience in events sales marketing and loves everything hospitality Nancy has owned her own event planning company and was most recently the Director of Sales and Events for The City of Monterey and Monterey Conference Center She has had a vast array of corporate clientele experience and has many local relationships that rely on her for the positivity and grace she brings to business In Nancy’s former life she was a ballerina but now spends her spare time in local philanthropy She is heavily involved with Monterey Peninsula Ballet Theater MY Museum National Charity League and was named Leukemia and Lymphoma Societies Woman of the Year in
Shelly Mitchell Lynch
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helly Mitchell Lynch represents the fourth generation of the Mitchell Family to sell invest and manage real estate in Carmel and on the Monterey Peninsula She proudly continues the family tradition in the local real estate business
Graduate of Stanford University BA Shelly has years of marketing and sales experience in the technology Xerox biotech Chiron and entertainment ABC/Walt Disney Co industries for Fortune companies With over years of sales and major account management experience Shelly has a winning track record in strategic selling marketing and negotiating win-win deals It is this experience professionalism work ethic and local knowledge that Shelly brings to the table every day to earn her success
Tracy Hunter
Maggie Berry
Direct
Cell
Tracy grew up in Michigan and made her way to California where she graduated from SF State University with a degree in Broadcast Journalism and Communications She brings over years of hospitality sales marketing and event experience Her appreciation for all things luxury lends well to her expansion of the concierge services with Carmel Realty Company
Maggie was born and raised in Virginia where she earned her Bachelor’s in Business Administration Prior to joining Carmel Realty she began her career as an account executive in client services gaining extensive experience in project management event planning and delivering exceptional service Known for her a entive nature and thoughtful approach Maggie is dedicated to making every client interaction seamless
Kristi Huckaby
Rebecca Trimmer
Associate Director of Concierge Services TracyH@CarmelRealtyCompany.com
Associate Director of Resident Services KHuckaby@CarmelRealtyCompany.com Cell | DRE
Estate & Concierge Manager Maggie@CarmelRealtyCompany.com
Estate Services Manager RTrimmer@CarmelRealtyCompany.com Direct
Kristi brings a wealth of experience in customer service leadership management of facility operations curiosity for lifelong learning and process improvements Kristi has a welcoming a itude with an engaging client service mindset to deliver memorable experiences to those she encounters
Rebecca served four years in the U S Marine Corps as an Embarkation Specialist A er her service she gained additional experience working as an administrative assistant and bookkeeper She spent the last few years as a leasing specialist and assistant community manager for our local military housing before joining Carmel Realty Company
Markus McMahon
Aaron Williams
Maintenance Services Manager Markus@CarmelRealtyCompany.com Direct
Home Services Coordinator Aaron@CarmelRealtyCompany.com
Markus grew up in the San Bernardino mountains and a ended high school in Carlsbad CA He moved to the Monterey Peninsula in to a end CSUMB and studied archeology and outdoor recreation management ask him about the best local trails! He operated a small nonprofit in the area before joining Carmel Realty Company
Aaron has lived in and around the Monterey Bay for the past years While working for the California State Parks he graduated with a bachelor’s degree in communication studies from CSUMB Taking a jump down to Big Sur he shi ed into operation management for Esalen Institute for multiple years before joining Carmel Realty Company
Savanna Sandusky
Brandon Kelsey
Estate & Home Services Operations Manager Savanna@CarmelRealtyCompany.com Direct A er growing up in the rural Southwest Savanna has called coastal California home for the past years Her background includes large-scale research proposal analysis in higher education and several years of nonprofit development At Carmel Realty Company she loves working with the Estate Management team to help bring client’s vision to life!
Estate Services Coordinator BKelsey@CarmelRealtyCompany.com Cell Born and raised in Carmel Brandon spent years on the Monterey Peninsula working as a professional skydiving instructor and operations supervisor Brandon is currently a ending CSUMB pursuing a B A in Humanities and Communication His professionalism strong communication skills and local knowledge make him a valuable member of the Carmel Realty team
E STATE MANAGEMENT SERVICE S CUSTOMIZED MANAGEMENT OVERSIGHT TAILORED TO THE SPECIFIC NEEDS OF OWNERS AND THEIR PROPERTIE S
INCLUDED LUXURY ESTATE MANAGEMENT SERVICES The following comprehensive list is what is included with the management as well as the interior and exterior walk-throughs/inspections frequently as per your agreement. Landscaping
• Grounds inspection including pool and spa • Management of landscape contractors • Bi-annual gu er cleaning/checks Pest Control Management
Access to Preferred Vendor R e l at i o n s h i p s
In-Home Maintenance Servicing
to established relationship with Carmel Realty
• Check and replace filters refrigerators air purifiers
• Check fireplaces • Access to Carmel Realty’s extensive list • Change lightbulbs of the Peninsula’s finest bonded and • Bring in mail insured vendors • Interior plant care • Timely responses from vendors due
• Regular inspection vendor management and contract supervision
• Initial set-up of all home vendors
Alarm Response
A u t o m o b i l e S ta r t i n g & Monitoring
• -hour alarm response list your Estate Management team to receive the calls Audio/Visual/Wi-Fi
• Monitoring and servicing of equipment • Services check a er potential power outages • Coordination with vendors to ensure systems are maintained S t o r m C h e c k s / R e m e d i at i o n
• Site visits to assess damage propose solutions coordinate vendor appointments and notify owners immediately • Secure property
• Included in your inspection Pe ace of Mind
Housekeeping/ Exterior Cleaning
• Manage schedule including coordinating cleanings prior to owner arrival and a er departure • Maintain owner preferences on cleaning product and procedures
• Immediate response to leaks potential • Coordinate window washing and break-ins and natural weather exterior cleaning occurrences • Your own personal house watch your local eyes and ears on your property/asset
Mechanical Over sight & Regular Servicing
• Plumbing electrical HVAC furnace garage doors gates generators elevators water so ener monitoring • Processing of invoices review for and arrangement of regular service accuracy and high usage of utilities for appointments potential leaks or issues Accounting Services
• Annual and year-end reporting
Concierge Services
• Account reconciliations
• Access to and priority with the best concierge specialty services and event planning
• Monthly detailed statements of all charges • Access to owner portal for real time financials and ease of fund replenishment
BILLABLE LUXURY ESTATE MANAGEMENT SERVICES
These services are just some of the additional benefits we provide you as requested and are billable per your agreement. P r oj e c t M a n ag e m e n t/ Vendor Appointments
• Tree removal • Termite fumigation coordination and oversight • Audio visual/Wi-Fi upgrades • Working with insurance providers to meet compliance • Fence repair/roof and leak repairs • BBQ maintenance and cleaning
• Weekly garbage bin service and excess removal as needed • Maintain all cleaning supplies paper products and delivery to the house P r e & P o s t A r r i va l S e r v i c e s
• Turn on heat lights and open home prior to owner or guests arrival
• Construction or special project oversight
• Put out cushions on outdoor furniture prior to arrival and remove & store a er departure
• Art curator and installation
• Firewood replenishment
• Mold remediation and disaster clean-up
• Guest arrival familiarization walkthrough
• Upgrades to remote accessibility • Moving services • Car li installations • Carpet and upholstery cleaning • Furniture refinishing
In-Home Services
And Much More…
SPECIALTY CONCIERGE BILLABLE SERVICES
E n t e r ta i n m e n t
• Restaurant reservations
T r a n s p o r tat i o n A u t o m o t i v e / Av i a t i o n
• Exclusive wine tours and private tastings
• Private chauffeur service
• Tee times/private golf instruction
• Private jet arrangements
• Horseback riding
• Airport pick up/drop off
• Private aquarium tours
• Classic car rental
• Sailing/whale watching
H o m e O r g a n i z at i o n / Home Services
Event Planning/Event Design
• Personalized grocery shopping and specialty items
• Private chefs • Event planning and management • Live music • Guest gi baskets or welcome amenities • Detailed guest itineraries • Luxury beach picnics H e a lt h & B e au t y S e rv i c e s
• Massage appointments • Hair stylist/make up artist • Spa treatments
• Furniture delivery and coordination
Pet Services
• Pet si ing/training • Grooming appointments Gym/Personal Training Arrangements
• In-home personal trainers • Home equipment servicing • Private yoga sessions Personal Shopping/ E x e c u t i v e A s s i s ta n c e
• Closet/pantry organization/stocking household supplies
• Floral arrangements
• Wine cellar set-up and consultation
• Dry cleaning/errands/groceries
• Mail and package shipping and retrieval
• Gi buying
• Creation of home information guest book
H o l i d ay S e r v i c e s
• Interior design consultation and working with designers
• Travel arrangements
• Exterior lighting • Tree decorating • Package shipping • Design and decorating
EVENT PLANNING
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nder the direction of Nancy Whitman having extensive experience in events and having owned her own event planning business serving some of the most affluent corporate and private clients her team has been trained to handle some of the finest events The team has put on everything from small intimate beach picnics to large fine dining events for corporate entertaining at a private residence Let us help you wow your guests with our incredible team of event staff We can help assist with…
• Selection of venue or best way to use a private residence for an event
let us help you e n t e r ta i n …
• Choosing the most professional licensed event vendors
• Birthday celebrations
• Event design • Catering
• Corporate entertaining
• Rentals
• Concours d’Elegance Picnic
• Lighting
• Intimate dinner parties
• Tenting
• Private chef experiences
• Staffing
• Banquets
• Valet
• Casual BBQs
• Florals
• Car Week and special events
And More…
• Beach picnics
RECOMMENDED ANNUAL SERVICES
Pest Control
Landscaping
• Termite Inspection Treatment as needed with annual service agreement
• Dependent upon property size amount • A yearly agreement to service and complexity of flower beds and audio/visual equipment including trees planted and landscape desires an annual system check providing recommendations for updating and • Spring clean-up blow out all beds optimizing equipment and lawn weeding and edging of
• Mice/Mole/Vole Treatment as needed • Spiders/Ants Treatment as needed with service agreement twice yearly or monthly • Tick Spray Treatment as needed Housekeeping
• Recommended weekly Hours dependent upon owners’ lifestyle and needs
beds mulch beds weekly grass cut weed whacking deck blowing power washing of stone walkways and decks and driveway maintenance
Technology
Fireplace
• Contract for once yearly servicing and cleaning
• Lawn care – fertilizer crabgrass prevention insecticide and weed control
• Upholstery / carpet cleaning
Additional as Needed Services
• An absolute minimum of a monthly hour clean is recommended for unoccupied homes
P o o l /S pa
• Paint touch-up
• Pool and spa opening and closing drain and pressure wash as needed
• Roof inspection for missing tiles
Alarm system
• Weekly pool and spa maintenance
• Back-up generator maintenance and servicing
I r r i g at i o n
• Window and gu er cleaning
• Monthly maintenance
• Ocean spray corrosion and rust maintenance
H VA C
• Additional garbage removal
• Annual agreement with preferred vendor Plumbing/ septic
• Annual preventative service agreement
• Deck re-finishing
• Recommended year-round management agreement
CUSTOMIZED HOME SERVICES
BRINGING A HOME TO MARKET FROM REPAIRS TO STAGING
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llow us to take the overwhelming task of preparing a home for sale off your shoulders While your agent focuses on selling your home our team and licensed vendors take care of everything from junk removal and hiring movers to window washing and landscaping we take the stress out of the home sale preparation process • Finding the best licensed and qualified vendors • Furniture inventory • Maintenance • Staging
Before
• Mechanical repairs and servicing • Junk and donation removal
• Sourcing of multiple insured licensed vendors
• Movers to ship and store items divided between family
• Painting • Landscaping and tree work clean up fence repairs
• Deep house cleaning
After
• Window washing
• Roof and construction oversight
• Pest control
• Mold remediation and disaster cleanup
• Yard clean up
• Event planning
• Towing of vehicle
• Open house events
• Remediation
And so much more…
The Ma hams Group of Carmel Realty Company enlisted the help of the Home Services team to prepare a new listing for sale The following items were completed by the Home Services Team resulting in a quick sale!
• Organizers to help sort items in home
• Moving services
• Pest control
Home Services Success Story – The Matthams Group
• Staging
OTHER CARMEL REALTY SERVICES
L u x u r y Va c a t i o n R e n t a l s a n d M a n a g e m e n t
C o m m e r c i a l R e a l E s tat e S a l e s a n d L e a s i n g
Specializing in the largest selection of luxury Vacation Rentals in Pebble Beach Carmel and Carmel Valley For More Information Contact Katie McAlister kmcalister@carmelrealtycompany com
Representing premier real estate and businesses in downtown Carmel-by-the-Sea For More Information Contact Andrea Splendorio andrea@carmelrealtycompany com
L o n g T e r m R e n ta l s
R e a l E s tat e S a l e s
Specialized placement and full management throughout the Monterey Peninsula For More Information Contact Katie McAlister kmcalister@carmelrealtycompany com
For over one hundred years Carmel Realty Company has proven to be the luxury real estate leader in Carmel Pebble Beach and beyond For More Information Contact Carmel Realty Company info@carmelrealtycompany com
■ A Cornerstone in Luxury Real Estate for Over 100 Years ■
FOUR GENERATIONS OF LUXURY REAL ESTATE
Authentic Market Leaders & True Industry Experts
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armel Realty Company was founded in predating the incorporation of the City of Carmel For four generations since The Mitchell Family has been a leader in the Real Estate market in Carmel Pebble Beach and surrounding Monterey Peninsula In August Dan and Shelly Mitchell Lynch purchased Carmel Realty Company in order to continue its century of quality and rich tradition as local authentic luxury real estate experts The goal was to remain local business owners and to maintain the family’s impeccable position in the local real estate market Carmel Realty Company is the oldest real estate company in Carmel with a rich history and heritage of being family-owned Our longevity is no accident it is an incredible brand and brand name Since Carmel Realty Company operates upon the principles of integrity authenticity work ethic teamwork collaboration communication and exemplary customer service We are very excited and proud of the company the vision and our team of professionals who have been handpicked proven and benchmarked as the best in the business In the last two decades the company has brought in new leadership updated processes built
a significant internet position embraced new advertising campaigns and selected an experienced network of our most trusted and accomplished professionals Our staff has increased to accommodate and exceed our recent growth to provide hands-on care that is o en overlooked We have a racted commi ed leaders and professionals who are proud to be a part of a locally owned and proven boutique luxury firm The company is commi ed to remaining the clear leader when it comes to representing Buyers Sellers Owners and Tenants for an unmatched experience There is no other company on the Peninsula that can compare to our experience our network our collaborative and team-selling/team management structure or our inventory of high-end rental homes and listings The company is dedicated to matching these premier homes with world-class customer service In over years of service we have established trusted relationships with homeowners visitors Buyers Sellers Tenants and the trades required to be excellent in our field We leverage our experience and network to make connections between Buyers and Sellers that no other company on the Peninsula can match
We Are Proud and Honored to Be Recognized as the Top Performing and Locally Owned Brokerage Best Property Management Company
Best Real Estate Company
Best Company For Giving Back
Monterey Herald Readers’ Choice Awards 2016-2019, 2022
Monterey Herald Readers’ Choice Awards 2018-2025
Monterey Herald Readers’ Choice Awards 2020-2022
Carmel Pine Cone Golden Pine Cone 2023
Carmel Pine Cone Golden Pine Cone 2011-2015, 2017-2022, 2024 & 2025 Monterey County Weekly Best Of 2019-2025