Proposal for Riviera Maya and Los Cabos | The Agency x rennie by The Agency

RIVIERA MAYA + LOS CABOS

PROPOSAL FOR SALES & MARKETING SERVICES

SEPTEMBER 2025

EXECUTIVE SUMMARY

RIVIERA MAYA & LOS CABOS

Anchored by Cancún International Airport and its extensive nonstop connections from major U.S. and Canadian cities, the Riviera Maya continues to attract high-net-worth buyers from Southern California, Texas, New York/Tri-State, South Florida, Toronto, Montréal, as well as Mexico City and Monterrey. The region’s luxury “branded residence” ecosystem is well established yet tightly held: Mayakoba’s quartet (Rosewood, Banyan Tree, Fairmont, Andaz) and the newly delivered St. Regis Kanai illustrate the scarce, prestige inventory—much of it low-density and integrated with protected mangroves, beaches, and hospitality amenities that reinforce exclusivity and pricing power.

Los Cabos offers a dramatic desert-meets-sea setting, trophy golf, and yachting, with strong airlift from the Western U.S.—particularly Southern California, Arizona, and Texas—along with Mexico City and Monterrey. Its UHNW fabric has been shaped by legacy and next-generation branded

communities along the “Golden Corridor,” including El Dorado (Discovery Land), Chileno Bay/Esperanza (Auberge), Four Seasons Costa Palmas, and the new Four Seasons Cabo del Sol, all of which have demonstrated a consistent buyer pool for ultra-luxury residences.

Within this context, the St. Regis Kanai Residences in Riviera Maya and the Punta Ballena community in Los Cabos represent compelling opportunities to extend ALHEL’s vision and expertise in creating destinations that blend genuine hospitality with world-class design. From the intimate, 12-residence enclave at Kanai to the expansive, master-planned lifestyle ecosystem at Punta Ballena, these developments have the potential to deliver experiences where every moment feels personal, welcoming, and elevated. Their locations and brand affiliations with St. Regis and Auberge’s Esperanza position them to resonate strongly with today’s experience-driven luxury clientele seeking exclusivity, authenticity, and lifestyle integration.

A potential collaboration between ALHEL’s development leadership, The Agency’s global sales reach, and rennie’s advanced research and sales systems creates a comprehensive platform to drive awareness, engagement, and conversion across key feeder markets—while setting a new benchmark for branded luxury residential sales in Mexico.

RIVIERA MAYA

The Riviera Maya has evolved well beyond its early identity as a tourism hub into a global destination for branded residential living.

Over the past decade, luxury resort operators have increasingly integrated private residences into their hospitality platforms, giving owners access to five-star amenities while ensuring long-term asset value. This shift has elevated the Riviera Maya into one of the Caribbean’s most tightly held branded-residential markets.

Inventory is remarkably limited, with most offerings concentrated in gated resort enclaves where conservation-driven design restricts density. Buyers are drawn not only to oceanfront villas but also to properties that blend seamlessly with the natural environment, offering privacy and exclusivity while preserving ecological integrity. This balance has reinforced the Riviera Maya’s reputation as a secure, sustainable luxury market.

Demand continues to be driven by a lifestyle-oriented clientele seeking turnkey residences that double as both vacation homes and investment assets. Rental demand in the luxury tier remains strong, creating dual utility for owners. With limited new supply on the horizon and global brands like St. Regis, Rosewood, and Banyan Tree anchoring the market, the Riviera Maya is poised for continued appreciation and sustained interest from discerning global buyers.

LOS CABOS

Los Cabos has matured into one of North America’s most established second-home and brandedresidential markets.

Its unique landscape—where the desert meets the Sea of Cortez—has attracted developers and private clubs that emphasize exclusivity, lifestyle, and membership-driven communities. This model has resonated with ultra-high-net-worth buyers, particularly those from the U.S. West Coast, who prize both accessibility and privacy.

The market’s resilience is underscored by consistent absorption in highend communities despite broader economic cycles. Swimmable beaches are rare along the corridor, making projects that secure these locations particularly valuable and highly sought after. Golf and yachting culture have further cemented Cabo’s status, with championship courses and marinas anchoring many of the most prestigious enclaves.

What sets Los Cabos apart is the sense of community created by its private clubs and branded ecosystems. Buyers are not just purchasing a residence—they are entering a lifestyle defined by curated amenities, member networks, and legacy ownership. This has translated into strong resale performance and reinforced Los Cabos as a safe, long-term investment market for luxury real estate.

A GLOBAL MARKET FOR A GLOBAL HNWI BUYER

The target buyers are clearly defined as affluent, global High-Net-Worth Individuals (HNWI) who are motivated by more than just material acquisition.

These buyers prioritize immersive, exclusive lifestyle experiences that offer rich cultural depth and compelling stories, seeking properties that feel like more than just an investment. They also want easy access to recreation and memorable dining experiences that make everyday living more enjoyable.

There is a noted evolution in buyer behavior - beyond wealth display, these individuals seek properties that reflect their values, aspirations, and desire for community and authenticity.

With global exposure and refined tastes, they seek world-class amenities, privacy, cultural enrichment, and a sense of safety. This buyer segment often maintains footprints in major luxury markets and expects a high standard of service and customization.

OPPORTUNITY

ST. REGIS KANAI RESIDENCES

Riviera Maya

Set within a 620-acre reserve, the St. Regis Kanai Residences represent the pinnacle of scarcity and exclusivity. With just twelve residences elevated above protected mangroves, the project blends architectural artistry with ecological integrity. Private cabanas, branded hospitality, and curated experiences make this enclave a true legacy property for global buyers seeking sustainable luxury on the Caribbean coast.

PUNTA BALLENA PHASE II

Los Cabos

Punta Ballena’s next chapter extends the prestige of a community already defined by Esperanza, an Auberge Resort. Offering 120 residences within a master-planned ecosystem of golf, wellness, dining, and retail, it captures the essence of Cabo’s desert-meets-sea lifestyle. Designed to meet the expectations of UHNW buyers from North America and Mexico, Punta Ballena delivers scale, community, and long-term investment appeal in one of the region’s most resilient markets.

TEAM

PARTNERSHIP SUMMARY

RENNIE

PROJECT SALES, TECH & RESEARCH

PROJECT SALES ENGINE: Dedicated Sales leaders act as strategic partners, shaping pricing, release strategy, and sales programs across the full project lifecycle in close collaboration with developers.

DATA & ADVISORY ADVANTAGE: Led by our Head Economist and expert team, rennie Intelligence delivers tailored analysis and recurring market research—providing real-time data, demographic and economic insights, and strategies that maximize development success.

TECHNOLOGY & ENABLEMENT: With centralized systems and a dedicated enablement organization, rCatalyst empowers advisors and projects through reporting, training, analytics, and CRM-driven workflows, ensuring every development is supported by tools and insights to perform at its best.

SHARED VALUES

INSIGHT-LED GO-TO-MARKET:

WHERE WE COMBINE STRENGTHS

THE AGENCY

GLOBAL PRESENCE & LUXURY NEW DEVELOPMENT

GLOBAL BOUTIQUE NETWORK: 150 International offices in 14 countries with the luxury reach that deliver UHNW buyer access and referral flow across prime markets.

DEVELOPMENT GROUP EXPERTISE: End-to-end advisory from pre-development through sell-out; portfolio representing $5B+ in new development—deep category know-how in positioning, branding, and sales operations.

BRAND & STORYTELLING: High-touch luxury marketing, editorial, and social presence to amplify project narratives and drive qualified traffic.

Together, we pair rennie’s structured research cadence (macro → micro: market, submarket, floorplan) with The Agency’s real-time intelligence from global luxury feeder markets. This shared insight allows us to shape pricing, release phasing, and product mix with precision.

FULL-FUNNEL PLATFORM:

By uniting rennie’s data-driven tech stack, lead scoring, reporting, and absorption analytics with The Agency’s worldwide media, PR, and referral reach, we create a seamless funnel that drives demand from first touchpoint to private-client conversion.

TEAM

The Agency is a full-service real estate brokerage pairing boutique local services with the vast resources of an entire global team.

Each agent is empowered by the team’s collective knowledge and international network to offer our clients a true competitive edge. Behind the sale of each property, no matter how large or small the transaction, is a world-class sales and marketing team. Unlike traditional brokerages, we capitalize on the strength of the whole to offer our clients better representation and an extensive global reach.

MAURICIO UMANSKY

PRESIDENT | THE AGENCY

Mauricio Umansky is the Founder and CEO of The Agency, a billion-dollar brokerage that utilizes world-class technology and innovative marketing strategies to assist agents and their clients in achieving their real estate goals.

Since its inception in 2011, the firm set out to create an industry-disrupting model that would redefine the business and foster a unique culture rooted in the core philosophy of collaboration. In its ten years, The Agency has done that and much more.

Mauricio has achieved nearly $5 billion in real estate sales and holds the distinction of selling the most homes in the country priced above $20M. He has represented some of the world’s most noteworthy properties, including the Playboy Mansion, the first house in L.A. to sell above the $100M mark, Walt Disney Estate, and residences owned by Michael Jackson, Michael Jordan and Prince. Mauricio and The Agency also represent some of the world’s top developers and resort brands, including One&Only, Rosewood, and The Ritz-Carlton. Together with his team, Mauricio is noted as one of the highest producing agents by The Wall Street Journal’s REAL Trends annual list, and has been ranked #69 on Swanepoel’s 2023 Power200, a prestigious list of top real estate executives in the U.S.

With solid infrastructure and a renowned brand that is featured on international television shows including Million Dollar Listing Los Angeles, The Real Housewives of Beverly Hills and most recently, Buying Beverly Hills on Netflix, The Agency has grown to over 85 corporately-owned and franchise offices and over 1,500 agents across the U.S., Canada, Mexico, the Caribbean and Europe. Poised for further expansion with likeminded partners in strategic markets, The Agency was recognized by Inman as a top luxury brokerage, noted by The Financial Times as one of America’s Fastest Growing Companies and has ranked among Inc. 5000’s list of fastest-growing private companies in the country for five consecutive years.

Mauricio recently published The Dealmaker, now available in bookstores around the country. He is also a proud member of The Young Presidents Organization (YPO),an influential and world-renowned business networking organization. His philanthropic work includes serving as a board member for Giveback Homes, an organization dedicated to building homes for families in need, and supports The Children’s Hospital of Los Angeles and the National Breast Cancer Association.

RICARDO UMANSKY

MANAGING PARTNER | THE AGENCY

Ricardo Umansky is an experienced and talented real estate professional with over a decade of experience in the industry.

As Managing Partner of The Agency Mexico City, he leads with knowledge and compassion, bringing extensive awareness of real estate development to the table. Ricardo possesses a strong background in architecture and has worked closely with clients, contractors, agents and developers in his previous occupations, giving him a unique and insightful perspective as a real estate agent. As a developer in Mexico City and New York, he has worked on designing projects for many clients, as well as in his own commercial and residential projects. Ricardo’s straightforward, no-nonsense approach combined with his previous experience in the business side of real estateincluding design and finance-makes him an incredible asset and resource for buyers, sellers and investors. Raised in Mexico City, Ricardo attended the American School and went on to study Business and Finance at the University of Houston, later obtaining a Master’s Degree in Architecture from Rice University in 2010. Outside of the office, Ricardo enjoys building models, kite surfing, skiing in the snow and supporting causes that he holds close to his heart, including UNICEF/United Nations Children’s Fund, which provides humanitarian and developmental aid to children worldwide.

ALEJANDRO ALDRETE

MANAGING PARTNER | THE AGENCY

Alejandro is the Managing Partner of The Agency’s offices in Puerto Vallarta, Punta de Mita, and Riviera Maya.

With over 20 years of experience in international sales and real estate negotiations, he brings an unmatched level of expertise, professionalism, and strategic insight to every transaction. His meticulous attention to detail and unwavering dedication to client satisfaction have established him as a trusted leader in the luxury real estate market.

Alejandro began his career working closely with Mauricio Umansky and has been with The Agency since its inception. His dynamic personality, deep industry knowledge, and commitment to excellence quickly positioned him among the top-producing agents in L.A.

Today, Alejandro continues to serve discerning buyers and sellers throughout Mexico’s most sought-after destinations, offering a bespoke, seamless real estate experience defined by discretion, integrity, and world-class service.

LAURA CORRIGAN

SVP OF MARKETING & COMMUNICATIONS | THE AGENCY

With over a decade of experience and over seven years working at The Agency, Laura oversees the brokerage’s global marketing, communications and public relations strategy.

In her role as Senior Vice President of Marketing and Communications, Laura leads the marketing and brand position for the global brokerage and oversees a team of in-house marketers and publicists. Before this, she served as VP of PR of the firm’s bicoastal in-house PR team, consistently securing over 2,000 articles annually in leading news publications, equating to hundreds of millions in ad value.

During her time at The Agency, Laura has implemented and executed the marketing and communications strategy, contributing to franchise growth, new development, ancillary services, and expanding the brokerage’s platforms and content, including The Agency Magazine, annual reports and more.

Laura has been named a 2024 Inman Future Leader in Real Estate and an Inman Marketing All-Star in 2023 and 2024. Prior to The Agency, she managed global media campaigns for a wide range of developers and their residential developments, such as The Howard Hughes Corp, Montage Kapalua Bay, One&Only Mandarina, Oceanwide Holdings - Oceanwide Plaza, Pacific Eagle, Timbers Resorts, Trumark Urban and more.

LESLEY STERN

VICE PRESIDENT OF AGENT MARKETING THE AGENCY

SENIOR DIRECTOR OF PUBLIC RELATIONS THE AGENCY

SENIOR PUBLIC RELATIONS MANAGER THE AGENCY

ANDREA DELGADO

LAURA ROMERO

COAST REGIONAL MARKETING MANAGER

ISABEL GOLDSTEIN

FERNANDA LOPEZ

EVERYTHING IS BETTER IN RED Let Us Show You Why

We use our boutique approach, creative marketing, cutting-edge technology and unforgettable client service experience to place the world at your front door.

Unlike traditional brokerages, The Agency fosters a culture of collaboration. Behind each one of our agents is the knowledge and resources of an entire global team. By working together, we can offer our clients better representation and a true competitive edge.

145+ OFFICES

14 COUNTRIES

$88B TOTAL SALES

3,000 AGENTS

THE POWER OF THE AGENCY

7 Years

Top Luxury Brokerage

INMAN’S 2022 GOLDEN I AWARDS

INC. 5000 FASTEST-GROWING PRIVATE COMPANIES

AMONG REALTRENDS TOP 50 FIRMS IN AVERAGE SALES PRICE BY SIDES AT $2.5M

3 Years

FINANCIAL TIMES: ONE OF THE AMERICAS’ FASTEST GROWING COMPANIES #1

REALTRENDS 500 LIST OF TOP RESIDENTIAL BROKERAGES

140+ OFFICES IN 14 COUNTIES

USA, CANADA, MEXICO, PANAMA, COSTA RICA, NICARAGUA, SPAIN, PORTUGAL, THE NETHERLANDS, CAYMAN ISLANDS, DOMINICAN REPUBLIC, JAMAICA, THE BAHAMAS, TURKS & CAICOS

THE AGENCY GLOBAL REACH

One of the most-followed

RESIDENTIAL BROKERAGES IN THE WORLD

INSTAGRAM FOLLOWERS 511K+

TOTAL CONTACTS FOR THE AGENCY EDIT 700,000+

TOTAL OVERALL ACCOUNT IMPRESSIONS MONTHLY 2.5M

Top Views by Country

109,000+

YOUTUBE SUBSCRIBERS

YOUTUBE VIEWS 26M+

THEAGENCYRE.COM

PROJECTS

ZONNA

PROPERTY NAME: Zonna

LOCATION: Playa del Carmen, Q. Roo, México

DEVELOPER NAME: Inversiones Capital

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 70 suites, a residential area with 172 apartments, 15 villas and four commercial spaces

NOTABLE

AMENITIES: Spa, Pool, Jacuzzi, Sun

Deck, Rooftop, Solarium, Fire Pit, Relax area, Beach Club, Kids Club, Multipurpose Area, Business center, Beauty Salon, Barber Shop, Gym, Recreation room, Bowling alley, Sport bar, Gamer’s den, Speakeasy, Cinema Room, Culinary center, Juice bar, Stretchmulti, Lounge bar, Controlled Access, 24/7 Security, Covered Parking

OPPORTUNITY

Zonna Branded Residences represents a rare opportunity to set a new standard for luxury living in Playa del Carmen, situated directly on the iconic Mamita’s Beach. Conceived by Inversiones Capital and brought to life through the visionary architecture of Sordo Madaleno, Zonna offers a refined, nature-integrated lifestyle through its collection of 172 ocean-view condos and 15 private villas. This flagship development marks the launch of a boutique Mexican hotel brand, establishing a sanctuary that blends serenity, sophistication, and holistic wellness.

The Agency, globally recognized for curating highend real estate experiences, was strategically engaged to position Zonna as the Riviera Maya’s premier branded beachfront residence. Through a bespoke marketing approach that emphasized Zonna’s unmatched location, 25+ luxury amenities and seamless access to Playa’s vibrant Quinta Avenida, The Agency successfully elevated the development’s profile to a global audience of investors and lifestyle buyers.

SELVARE

PROPERTY NAME: Selvare Residences

LOCATION: Puerto Vallarta, Jalisco, México

DEVELOPER NAME: Vistas De Vallarta

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 180 condos & 13 villas

NOTABLE AMENITIES: Exterior Pool, Jacuzzi, Padel Court, Pickleball Court, Terrace Pool, 24/

Security, Controlled Access, Gym, Spa, Rooftop

NOTABLE AMENITIES: 4 World-Class Resorts,

26 On-Site Restaurants, El Camaleón PGA

Championship, Golf Course, 4 World-Class Spas, Private Charters on 55’ Van Dutch Yacht, 2.5-Mile

Nature Trail, El Pueblito Town Square, Scuba Dive Center, Outdoor Tennis & Paddle Courts, Boat

Eco-Tours, Cenote El Burrodromo, Kids’ Camps, Complimentary Shuttle Service

OPPORTUNITY

Fairmont Residences at Mayakoba presented an exceptional opportunity to align branded luxury living with resort-style ownership in one of Riviera Maya’s most coveted communities. Nestled among lagoons, mangroves, and golf fairways, this limited collection of three- to four-bedroom residences and penthouses is available in both full and fractional ownership formats. The Agency was engaged to position this offering not just as a real estate acquisition, but as an entry into the

Fairmont legacy, enhanced by global recognition and exemplary service. Homeowners benefit from 24-hour concierge and butler service, private pools, expansive terraces, staff quarters, and access to more than 47,000 square feet of event and recreational space, including a new beach club, spa, and 26 on-site restaurants. The Agency’s marketing strategy amplified these features to a global audience, reinforcing Mayakoba’s position as a high-yield, lifestyle-driven investment within an award-winning destination.

PROJECTS

MAYAKOBA

PROPERTY NAME: Mayakoba (Rosewood & Fairmont)

LOCATION: Playa del Carmen, Q. Roo, México

DEVELOPER NAME: RLH Properties

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: Rosewood 33 Villas & Fairmont 401

NOTABLE AMENITIES: 4 World-Class Resorts, 26 On-Site Restaurants, El Camaleón PGA Championship, Golf Course, 4 World-Class Spas, Private Charters on 55’ Van Dutch Yacht, 2.5-Mile

Nature Trail, El Pueblito Town Square, Scuba Dive Center, Outdoor Tennis & Paddle Courts, Boat Eco-Tours, Cenote El Burrodromo, Kids’ Camps, Complimentary Shuttle Service

OPPORTUNITY

Selvare Residences offered a rare opportunity to establish a new benchmark for organic, sustainable living in Puerto Vallarta—where the Sierra Madre meets the Pacific. Spanning approximately 200,000 square feet, this visionary development by Modica Ledezma + Aguilar features nine cylindrical towers and thirteen hillside homes, masterfully embedded into the terrain to preserve natural topography and maximize privacy. Each residential unit benefits from cross-ventilation, passive thermal comfort, and uninterrupted panoramic views, thanks to

the stepped and circular design of the towers. The Agency, renowned for marketing exceptional architectural properties, was engaged to position Selvare as the most forward-thinking residential opportunity on the coast.

The Agency’s tailored strategy amplified the project’s unique design language, energy-efficient features, and serene setting, successfully connecting it with a global audience of environmentally conscious buyers and design enthusiasts.

PROJECTS

THE CAPE RESIDENCES

PROPERTY NAME: The Cape

LOCATION: Cabo San Lucas, Mexico

DEVELOPER NAME: Thompson Hotel

PRODUCT TYPE: Luxury Condo Development

NUMBER OF HOMES: 32

OPPORTUNITY

Capturing magnificent views of Cabo’s iconic El Arco, the luxury condominiums rise above Monuments Beach, a world-renowned surf break. Each residence showcases “Mexican-modern” design and unrivaled ocean vistas while offering full-service, turnkey living and the exceptional resort amenities of The Cape. Re-defining the concept of contemporary Mexican luxury with an ensemble of clean, modern, and minimalistic designs. With a subtle nod to the beach blanket lifestyle the Baja enjoys year-round, you are bound to experience something quite amazing.

NOTABLE AMENITIES: two pools (an infinity pool with swim-up bar and a saltwater pool built into a natural rock formation on property), a rooftop lounge and garden, an intimate spa and fitness center with two private outdoor cabanas, multiple dining options.

PROJECTS

PUERTA CORTÉS

PROPERTY NAME: Puerta Cortés

LOCATION: Sea of Cortez in La Paz, Baja California Sur

DEVELOPER NAME: Ascendancy

PRODUCT TYPE: resort and residential master plan

NUMBER OF HOMES: 72 hillside residences and 60 oceanfront condos

NOTABLE AMENITIES: A world-class marina, the renowned Gary Player course, panoramic views of the Sea of Cortez and Blue Cortés is the property’s signature beach club, where residents and guests can enjoy an infinity pool, jacuzzi, tennis courts, world-class fitness studio and poolside restaurant.

OPPORTUNITY

Puerta Cortés is a 543+ acre community set on the Sea of Cortez in La Paz, Baja California Sur. Featuring contemporary accommodations at Hotel Indigo, a renowned Yacht Club & Marina, and an 18-hole Gary Player Signature Golf Course. From vacation rentals, to real estate opportunities, three beach clubs and multiple dining options, it’s not just a place to stay—it’s an invitation to embrace endless possibilities every day.

We are thoughtful real estate.

rennie is a full-service real estate platform with over 50 years of experience in development, brokerage, and advisory across North America. We are trusted partners to more than 200 developers and financial institutions, with a forward book of $15B+ across 300 projects and over $5B in annual sales volume.

Our fully integrated model combines developer services, brokerage, and advisory with proprietary AI-powered technology and market intelligence, creating unmatched scale, efficiency, and insight. With a team of 85+ head office professionals and 300+ active advisors, rennie has launched and sold more new home developments than almost any other firm in Canada, while consistently delivering category-leading results.

Anchored in British Columbia and expanding rapidly into the United States, rennie has active brokerage operations in Seattle, Bellevue, Palm Springs, and San Diego, aligned with Canadian developers active in these gateway markets. Our reach extends across Vancouver, Whistler, Victoria, and Kelowna, positioning us as the leading Pacific Coast platform for developers, advisors, and consumers alike.

At its core, rennie is built to scale. Our proprietary rCatalyst technology integrates real-time data from 30M+ buyer touchpoints to drive performance, accelerate absorption, and protect developer margins.

This advantage positions rennie not only as a brokerage, but as a nextgeneration real estate services company transforming how communities are designed, marketed, and sold.

RENNIE ADVANTAGE

THE MOST TRUSTED ADVISOR IN REAL ESTATE

OUR UNPARALLELED REACH

ALWAYS IN SERVICE OF OUR CLIENTS

WE’RE THE BUSINESS BANKS RECOMMEND

Long respected for our vision and leadership in the real estate industry, rennie has been a trusted partner and thoughtful advisor in development, marketing, and shaping skylines for over 50 years. rennie has proudly sold thousands of homes across more than 300 projects completed throughout our history. With over 200 past clients and counting, we’ve transacted over $15+ billion across 30,000+ new homes in our history.

Our growing team of 300+ real estate advisors and ongoing investment in digital and physical retail locations allows us to have a dominant presence in every market we operate in. More than just a database of potential buyers, we are a trusted partner woven into the fabric of the local communities we serve.

Our network is wide and our experience is vast but our mission is clear: everything we do is in service of our clients.

Our team of experts, including a full-stack sales and marketing team, a veteran demographer and a senior economist, provide our clients with confidence through real-time market intelligence, proprietary sales and marketing, and trusted guidance throughout their projects.

REPORTING TOOLS AND SYSTEMS

INTELLIGENCE

Our successes are built upon a backbone of data and insights that give confidence to every decision. Our intelligence division, led by our in-house senior economist, provides analysis, insight, and strategy both internally to the rennie teams and to our development partners, as well as externally to a broad range of clients. The most fundamental aspect of this division is conducting objective, innovative, and publicly-available research.

TECHNOLOGY

As a data-driven company, our sales, leasing, and marketing systems are underpinned by our significant investment in SalesForce and Tableau, enabling us to provide you with unparalleled, real-time insights on your project’s success and empowering you to adapt to shifting market conditions throughout the sales program.

rCatalyst, rennie’s proprietary AI-driven sales and marketing platform, stands as a testament to our relentless pursuit of data-driven precision and strategic insight in real estate. Born from years of analyzing market trends and buyer behavior, rCatalyst transforms raw data into actionable intelligence, empowering smarter marketing and sales decisions for presale and new construction projects. This innovative platform offers unparalleled market intelligence with over 30 million data points, fosters seamless marketing and sales synergy through AI-driven automation, provides real-time performance tracking in an all-in-one system, and ensures enterprise-grade data security and compliance. rCatalyst not only optimizes every buyer touchpoint for an enhanced experience but also represents the future of developer sales and marketing, designed to continuously power success in every project we undertake.

DEVELOPER JOURNEY

From the moment a client acquires land, rennie developer services is there: guiding product design, lending insight on data, and strategizing on marketing and sales. Once a project is approved, we build a custom project plan that drives demand and consistent engagement throughout, from the very first to very last home sold. Throughout the building process, our Conveyance and Project Teams ensure buyers receive clear and frequent communication, making for a smooth transition as the building completes.

GREG ZAYADI

PRESIDENT | RENNIE

With more than 25 years of experience leading top real estate and development brands, Greg has built a reputation for merging strategic vision with human-first leadership.

Since becoming President of rennie in 2021, he has guided the brokerage, development services, and advisory arms of the business through significant expansion, now supporting 85 full-time staff and more than 300 brokers. Under his leadership, rennie facilitates over $5 billion in annual sales, anchored in British Columbia with a growing presence in the United States, including new brokerage operations in

Seattle and Palm Springs. Greg’s approach is shaped by a deep appreciation for design, marketing, and the emotional intelligence of sales, paired with handson experience guiding over $40 billion in community development and advising more than 75 developers, banks, pension funds, and family offices throughout North America.

Believing real estate to be both hyper-local and deeply personal, he leads with hospitality, transparency, and data—helping clients and communities thrive.

HOUTAN RAFII

MANAGING DIRECTOR | RENNIE

As Managing Director at rennie, the leading real estate services company in Vancouver, Houtan brings over 25 years of experience in residential and mixed-use development to guide the company’s strategic growth.

A trusted advisor to both local and international organizations, Houtan plays an integral role in shaping how rennie supports partners and communities across Vancouver and beyond.

Prior to joining rennie, Houtan served as Vice President of Development at Discovery Land Company, a U.S.-based developer and operator of private luxury residential resort communities around the world. From 2010 to 2021, he held the role of Executive Vice President of Residential Development at Beedie, where he led the creation and expansion of Beedie Living—establishing the company’s residential and mixed-use platform from the ground up. Earlier in his career, he contributed to several landmark projects in senior roles with Westbank, QualexLandmark, and Millennium, including Woodward’s, Fairmont Pacific Rim, and Shangri-La Toronto.

Houtan is a graduate of the University of Western Ontario and completed postgraduate studies in site planning at the University of British Columbia’s School of Community and Regional Planning. He also completed the Leading Business into the Future programme at London Business School.

Houtan served for nine years on the Board of Directors for the YMCA of Greater Vancouver, supporting inclusive programs across the region. He is a past board member of the Urban Development Institute Pacific Region, where he served for eight years, including two years as Chair of the UDI Under-40 Executive Board.

DANA SAMIS

PRESIDENT | RENNIE

Dana Samis, who joined rennie as Vice President in 2022, brings over 20 years of comprehensive experience in the real estate development industry.

Dana’s career includes significant roles at Intrawest, a pioneer in large-scale resort development, as well as with Intracorp, Emaar Properties, and Darwin Properties. This background has provided Dana with extensive expertise in the intricate planning and execution of destination and resort masterplan properties.

Having navigated both the agency and client sides of the business, Dana possesses a unique and invaluable perspective. She intuitively grasps the distinct business needs inherent in complex developments, dedicating the necessary time and strategic insight to craft systems that elevate every project to its fullest potential.

SCOTT WILKINS

VICE PRESIDENT OF MARKETING, DEVELOPER SERVICES | RENNIE

Scott Wilkins is the Vice President of Marketing, Developer Services, with over a decade of experience leading successful architecturally significant developments across the Pacific Coast and Hawaii.

Scott previously held VP Marketing roles at S&P Real Estate and Mosaic Homes, gaining valuable developer experience and leading teams on the West Coast. Scott is a natural collaborator and transparent leader, renowned for championing brands and meticulously balancing art and commerce.

Scott’s portfolio of clients include architecturally significant residential and resort properties such as Vancouver House by Bjarke Ingels, First Light Seattle, Pacific Gate, Savina and Andia in San Diego, Stanly Ranch Auberge Resorts Collection Napa, Rosewood Residences San Francisco and Four Seasons Resort Ko Olina Private Residences in Oahu, Hawaii.

SVP, BROKERAGE RENNIE

SVP PLATFORM & PERFORMANCE

SVP, PEOPLE & CULTURE

BERLIN HEAD ECONOMIST, AND VP, INTELLIGENCE

SCOTT BOND

LISA DUDLEY

RENNIE

PJ WOLSFORD

RENNIE

RYAN

RENNIE

JACK BERNARD VP, DEVELOPER SERVICES

RENNIE

CODY

MEDJUCK DIRECTOR, DEVELOPER SERVICES RENNIE

MARKETING DIRECTOR, DEVELOPER SERVICES RENNIE

MIKE BAXTER VP, SALES RENNIE

MARKETING DIRECTOR, DEVELOPER SERVICES

SENIOR SALES DIRECTOR

SARAH MCNEIL

JUSTIN POULSEN

RENNIE

CHRYS LI

RENNIE

NATALIE GADAWSKI

RENNIE

WE ARE THOUGHTFUL REAL ESTATE

For over four decades, rennie group has grown into one of Canada’s most influential and respected full-service real estate marketing and brokerage firms. Since inception, the company has redefined the industry by integrating sales, marketing, intelligence, and technology across both developments and the rennie brokerage.

With a dynamic team of 85+ professionals, 300+ active advisors, and nearly 250 developments launched and sold, rennie’s success stems from its commitment to relationships, service, and results. Above all, the team is driven by connecting people to communities and creating places to call home.

7,000+ NEW HOMES SOLD IN THE LAST 5 YEARS

300+ PROJECTS COMPLETED $23 BN + IN NEW HOME TRANSACTIONS

26,248 NEW HOMES TRANSACTED IN OUR HISTORY

216+ CLIENTS AND COUNTING

2,209 MASTER PLAN HOMES SOLD

30M+ data points power smarter insights, helping developers anticipate buyers, and optimize sales strategies for exceptional results.

proprietary data points

THE FUTURE OF DEVELOPER SALES & MARKETING

Seamless

Integration

Seamless

Integration

Market Intelligence

sales & marketing

of developer sales & marketing

rCatalyst

30M+ data points power smarter insights, helping developers anticipate buyers, and optimize sales strategies for exceptional results.

about us: the rennie advantage

AI-driven sales and marketing platform, rCatalyst evolves with the market, transforming real buyer behaviour into actionable insights. Built for presale and new construction projects, it drives smarter marketing and sales decisions, stronger results, and continuous innovation.

An AI-driven sales and marketing platform, rCatalyst evolves with the market, transforming real buyer behaviour into actionable insights. Built for presale and new construction projects, it drives smarter marketing and sales decisions, stronger results, and continuous innovation.

proprietary data points

Seamless Integration

Market Intelligence

rCatalyst

30M+ data points power smarter insights, helping developers anticipate buyers, and optimize sales strategies for exceptional results.

Data Security & Compliance

about us: the rennie advantage the

Marketing & Sales Synergy

Market Intelligence

Data Security & Compliance

Optimizes every buyer touchpoint from registration to closing, ensuring a seamless experience and enhanced service at every stage.

AI-driven automation enhances engagement, accelerates conversions, and improves lead quality—streamlining sales and optimizing acquisitions costs.

30M+ data points power smarter insights, helping developers anticipate buyers, and optimize sales strategies for exceptional results.

Data Security & Compliance

Recent Engagement

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Securely capturing and protecting data to power

future of developer sales & marketing

Optimizes every buyer touchpoint from registration to closing, ensuring a seamless experience and enhanced service at every stage.

proprietary data points

Securely capturing and protecting data to power

Seamless Integration

Securely capturing and protecting data to power AI while ensuring top privacy and compliance standards.

AI while ensuring top privacy and compliance standards.

AI-driven automation enhances engagement, accelerates conversions, and improves lead quality—streamlining sales and optimizing acquisitions costs.

Optimizes every buyer touchpoint from registration to closing, ensuring a seamless experience and enhanced service at every stage. 87

Recent Engagement

AI-driven automation enhances engagement, accelerates conversions, and improves lead quality—streamlining sales and optimizing acquisitions costs. Recent Engagement Calendly invite accepted E-mail sign up verified

Calendly invite accepted E-mail sign up verified

Market Intelligence

30M+ data points power smarter insights, helping developers anticipate buyers, and optimize sales strategies for exceptional results. 30M+ proprietary data points

All In One Platform

Real-time sales, buyer engagement, and marketing performance tracking all in one system for a clear project trajectory.

proprietary data points

Enterprise-Grade Security & Compliance

Lead Score

Enterprise-Grade Security & Compliance

& Compliance

Marketing & Sales Synergy

All In One Platform

AI-driven automation enhances engagement, accelerates conversions, and improves lead quality—streamlining sales and optimizing E-mail sign up verified

Real-time sales, buyer engagement, and marketing performance tracking all in one system for a clear project trajectory.

Optimizes every buyer touchpoint from registration to closing, ensuring a seamless experience and enhanced service at every stage.

Seamless Integration

Marketing & Sales Synergy

AI-driven automation enhances engagement, accelerates conversions, and improves lead quality—streamlining sales and optimizing acquisitions costs.

Recent Engagement

Calendly invite accepted E-mail sign up verified

Data Security & Compliance

Optimizes every buyer registration to closing, ensuring a seamless experience and enhanced service at every stage.

AI-driven accelerates

All In One Platform

Securely capturing and protecting data to power AI while ensuring top privacy and compliance standards.

Real-time sales, buyer engagement, and marketing performance tracking all in one system for a clear project trajectory.

In Real-time marketing system

Enterprise-Grade Security & Compliance Marketing

PROJECTS

GROSVENOR AMBLESIDE

NOTABLE AMENITIES: Multi-purpose residence

PROPERTY NAME: Grosvenor Ambleside

LOCATION: West Vancouver, British Columbia, Canada

DEVELOPER NAME: Grosvenor

PRODUCT TYPE: Mid Rise

NUMBER OF HOMES: 99

OPPORTUNITY

Grosvenor Ambleside emerged as an unparalleled opportunity to set new benchmarks in luxury living within West Vancouver, a vision Grosvenor sought to realize with their collection of 99 exclusive residential homes. Recognizing the inherent potential, rennie was strategically engaged to craft sales and marketing initiatives that would not only achieve a market-leading price point but also position Grosvenor Ambleside as the definitive luxury offering in the region.

lounge, Fitness center, Yoga space, 24 hour

concierge service, Public art installation by Douglas Coupland, 35,000 square feet of speciality retail

This presented a unique chance to leverage rennie’s expertise in bespoke sales programs and a high-end Sales Gallery, ultimately enabling the realization of an 189% higher price per square foot than the local resale market at launch, with an average residence price of $3.85M.

PROJECTS

AVENUE BELLEVUE

NOTABLE AMENITIES:

PROPERTY NAME: Avenue

LOCATION: Bellevue, Washington, United States

DEVELOPER NAME: Silverstein Properties

PRODUCT TYPE: High Rise – mixed use of 2 residential towers including hotel residences and market condos

NUMBER OF HOMES: 365

OPPORTUNITY

rennie guided Silverstein Properties on the strategic introduction and ongoing sales campaign ensuring the delivery of a community with unparalleled international appeal in a prime Bellevue location. rennie worked hand-in-hand with our local broker partners in Seattle, educating local realtors and prospective buyers on the advantages of presale opportunities through targeted marketing and sales language, complemented by bespoke sales programming.

InterContinental hotel, Grand lobby with 24 hour concierge service, Private lounge with outdoor terrace and fire tables and statement chalet fireplace, Fitness center, Dog relief station and pet wash

This engagement enabled us to significantly elevate Avenue’s offering, particularly through the strategic partnership with the InterContinental hotel, culminating in a first-of-its-kind ultraluxury product that achieved the highest PPSF in Bellevue’s presale history, exceeding $1,800+.

PROJECTS

DISNEY COTINO

PROPERTY NAME: Cotino

LOCATION: Palm Springs, California, United States

DEVELOPER NAME: Storyliving by Disney

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 2,000+

NOTABLE AMENITIES: Artisan Club, Cotino

Bay with swim zones, watercraft, private white sand beaches, outdoor beach bar, and cabanas, Restaurant and outdoor bar, Wellness Center, Outdoor sport courts, Creative studio, Gathering place for events, celebrations and limited overnight accommodations, Curated programming

OPPORTUNITY

Cotino presented a unique opportunity for rennie to bring its renowned expertise to a discerning Canadian audience, eager to explore singlefamily home ownership in the iconic setting of Rancho Mirage. Our comprehensive strategy was carefully crafted to reach this market—leveraging sophisticated digital media, personalized recommendations, and tailored budget guidance.

We focused specifically on key regions in British Columbia and Alberta, creating custom marketing materials that deeply resonated with prospective buyers. The success of these efforts highlighted our strong market insight and resulted in a high volume of qualified leads — demonstrating rennie’s ability to connect aspirational homebuyers with their ideal homes.

PROJECTS

ANDIA SAN DIEGO

NOTABLE

PROPERTY NAME: Andia

LOCATION: San Diego, California, United States

DEVELOPER NAME: Bosa Development

PRODUCT TYPE: High Rise

NUMBER OF HOMES: 399

OPPORTUNITY

Through strategic alignment with Bosa Development, rennie played a pivotal role in the highly successful private sale of Andia, Bosa’s newest collection of meticulously designed, socially minded condominium residences in Downtown San Diego. This venture, building upon Bosa’s profound legacy of over 2,800 homes that have undeniably shaped San Diego into a world-class destination,

AMENITIES: Lobby and lounge with 24-hour concierge service, Pool terrace with BBQ and outdoor dining areas, Club room with communal kitchen, seating, outdoor putting green and ping pong table, Fitness center, spin studio, exercise and yoga studios, Sky lounge, Sky terrace, Gaming room, Pet spa, Craft room, Bike tune-up and storage

saw rennie seamlessly leverage its expertise to generate robust buyer interest for these rare, new residences in the vibrant urban core, a first in close to a decade.

Our focused efforts of tailored sales and marketing strategies ensured that discerning buyers were connected with Andia’s exceptional offering.

PROJECTS

AQUILINI PORTFOLIO

NOTABLE AMENITIES: 35,000 sq. ft. landscaped

PROPERTY NAME: Tsawwassen Shores, Boardwalk, Salt & Meadow

LOCATION: Tsawwassen, British Columbia, Canada

DEVELOPER NAME: Aquilini Development

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 875

OPPORTUNITY

Our partnership with Tsawwassen First Nation and Aquilini on the Tsawwassen Shores masterplanned community offered a unique opportunity to introduce leasehold land ownership to a newly developing neighbourhood. Recognizing the need for substantial placemaking and education, rennie implemented an extensive strategy, including persistent leasehold education campaigns, fielding a highly knowledgeable sales team, and forging key

meadow park with outdoor dining, BBQ patio and firepit, Grand lobby, Fitness center, yoga/dance studio and community garden, Outdoor lounge, Bike & dog wash, Games room, Party room, Resort pool & deck, hot tub, Outdoor and indoor kids zone, Work lab, Meeting room, Sports field and fitness loop

partnerships with lenders to establish dedicated mortgage programs.

This multifaceted approach successfully positioned the development as a desirable destination for resort-style living, ultimately establishing leasehold as a commonly accepted form of homeownership in the area and leading to the continued success of multiple phases and over 875 homes.

GROSVENOR BRENTWOOD BLOCK

PROPERTY NAME: Brentwood Block

LOCATION: Burnaby, British Columbia, Canada

DEVELOPER NAME: Grosvenor

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 3,000+

NOTABLE AMENITIES: Rooftop spa, Fitness center and workout studio, Rooftop dining terrace, Private dining room, Viewing lounge, Children’s playroom, Co-work lounge, Social lounge, Grand lobby and lounge with 24-hour concierge service, Podium park

OPPORTUNITY

With rennie’s unparalleled strategic expertise, Brentwood Block achieved selling 100 homes within the first 30 days of launch in the midst of a challenging market. Our thoughtful approach ensured this remarkable success, cultivating a common thread across every facet of the project — from product design and marketing strategy to the intricacies of our sales approach — consistently positioning Brentwood Block as the area’s definitive first pedestrian-only community.

We strategically invested in defining product and amenity design, cultivating a compelling value proposition that resonated throughout the entire buyer journey, from initial captivating teaser ads to the impactful Presentation Center experience. Through this foresight in identifying and championing differentiating design principles, rennie effectively primed the discerning audience, cultivating significant demand and seamlessly converting prospective buyers into proud homeowners.

PROJECTS

OCEANFRONT SQUAMISH

NOTABLE AMENITIES:

PROPERTY NAME: Oceanfront Squamish

LOCATION: Squamish, British Columbia, Canada

DEVELOPER NAME: Mathews West

PRODUCT TYPE: Master Plan

NUMBER OF HOMES: 2,500+ Homes

Retail connected to the presentation center features two breweries that serve food and coffee during the day, programmed public spaces including Sp’akw’us Feather Park and the 11-acre Oceanfront Park, social lounge, rooftop amenities, gym, outdoor hobby room, coworking space with café, and an internal garden.

OPPORTUNITY

Our partnership with Matthews West and the Squamish First Nation on the Oceanfront Squamish master-planned community represents a transformative opportunity to shape a new, complete neighbourhood in an ancient and storied landscape.

rennie supported the planning of over 100 acres of new homes, businesses, industries, green spaces, and water access, ensuring the vision honoured the

spirit of Squamish while creating a vibrant extension of its downtown.

Our strategic work included developing detailed buyer profiles and advising on community planning to align with market needs. This holistic approach reflects our commitment to balancing economic growth and community connection, helping position Oceanfront Squamish as a sustainable and desirable destination for generations to come.

APPROACH

EXPERIENCE ORIENTED

BRAND PLATFORM

PHASE 03

BRAND EXPRESSION

PHASE 04

MARKETING & SALES STRATEGY

In this first phase The Agency and rennie, will explore and define the opportunity and positioning for Riviera Maya and Los Cabos as a destination. Our approach to developing a Destination Strategy & Storyline uncovers and clarifies the site’s potential through strategic discussions with key stakeholders and the development team. We also facilitate a futurefocused workshop designed to identify the big idea for the site and get to the heart of its vision.

Following the previous phase and using its outputs as our strategic framework, we will have enough “product” information to create a blueprint for the future: a meaningful and purposeful Brand Platform.

The Brand Platform functions as a foundation for the development of the Riviera Maya and Los Cabos brand and a guiding framework through which the community’s identity, marketing and communications can be developed. The Brand Platform is the foundation for branding, which gives rise to creative campaigns and brand communications—all designed to build awareness and visibility amongst the audiences we seek to influence.

The end result of this is an expressive brand narrative/story that resonates with stakeholders and audiences, cultivating a community of brand advocates who stand behind and support an idea around which all brand communications align.

Based on the Brand Platform that has been created and agreed upon, we then convey these thoughts visually and verbally, creating a suite of brand elements that serve as an expression of the brand.

In the spirit of working collaboratively and involving our Clients early in the creative process, The Agency and rennie will host a co-creation meeting in which multiple visual theme possibilities will be presented via mood boards and, possibly, initial logo sketch concepts. The intention is to align on a preferred theme to further explore a logomark and visual identity.

This comprehensive Marketing & Sales Strategy, developed in collaboration with The Agency and rennie, serves as your roadmap to success. It outlines a clear, targeted approach to engage and activate both buyers and key realtor groups. Grounded in insights from our product and creative envisioning sessions, this flexible strategy is designed to align with your sales objectives while adapting to changing market conditions.It covers a thorough landscape analysis, project overview, and clear project goals. We then dive into a robust sales strategy & projections, identify diverse demand channels, define your target market, and propose innovative market-moving ideas. The strategy also outlines a dynamic marketing campaign, guidelines for the Sales Gallery design, and provides a campaign framework timeline. Supporting materials like a market snapshot, SWOT analysis, a highlevel marketing & sales budget, and a draft budget will be included.

PHASE 1

Destination Strategy Storyline

1.1 PROJECT SET-UP & STRATEGIC REVIEW

The kick-off is a key component to the success of the project. This will be an opportunity to align on key milestone dates, define the list of stakeholders to be involved, and for Riviera Maya and Los Cabos development team to discuss its current development vision, including key product concepts and offerings, and share any existing research and data available.

1.2 COMPETITIVE LANDSCAPE ANALYSIS

It is important to understand the existing market in order to define the white space for the community in the context of its competition. This analysis will capture the positioning, key messaging, and product offering of other relevant communities. This benchmark will feed into the Strategic Planning Workshop.

1.3 TRENDS ANALYSIS

Having surveyed and monitored the wealthiest 1% of U.S. travelers since 2008, we brings extensive expertise in trend analysis, with a proven track

record of helping destinations and developers adapt to evolving market dynamics and emerging opportunities. Our foresight analysis will cover a comprehensive range of macro and market trends, including demographic shifts, travel and tourism patterns, and developments in the hospitality sector. Our approach ensures that Riviera Maya and Los Cabos is not only responsive to current trends, but also strategically positioned to thrive in the future—fostering sustainable growth and resilience over the long term.

1.4 MARKET STUDY

In parallel to the Broker Survey, we will produce a comprehensive market study of residential developments from Riviera Maya and Los Cabos , as well as comparable single-family golf communities and key benchmarks in Cabo. For each community, we will analyze data points such as year of opening, total and sold inventory (existing and planned), unit mix and specifications, amenity offerings, HOA dues and inclusions, pricing, buyer origin, and available developer financing. This data will inform product development, pricing strategy, and overall market positioning.

PHASE 1 CONTD.

Destination Strategy Storyline

1.5 SITE VISIT & STRATEGIC PLANNING WORKSHOP

Following a site visit, our team will facilitate a series of strategic-seeking exercises— virtually or in-person—with the leadership team and select stakeholders. These will put Riviera Maya and Los Cabos under a strategic microscope and help your team think about current challenges and opportunities in fresh ways in order to shift the dialogue from focusing on “what is” to “what could be” through the use of futures techniques and methodologies. Key questions to be discussed and answered through this process include:

• What are the unique characteristics/history of the destination?

• What do we stand for? What principles will guide our approach to the development and stewardship of this property?

• Who are our target audiences?

• What types of homes, hotels and communities will resonate with these target audiences?

• What activities, amenities, experiences and events could we create that would resonate with these audiences?

• How will this place feel and be described relative to its competitive set?

• What makes us unique in the world?

• How will the vision be brought to life to authenticate and develop this positioning and identity over time?

1.6 DESTINATION STRATEGY & STORYLINE

Following the workshop, we will have collectively developed a rich mixture of information, ideas, and possibilities that will be used to create the Destination Strategy & Storyline. The document will contain an explanation of the project’s strategic positioning and vision, an articulated storyline and language to be used to describe proposed programming, products, and amenities to both internal and external audiences. The outline of the Destination Strategy & Storyline is anticipated to include:

• Project Overview & Project Parameters

• Site History & Site Overview

• Market Opportunity: Trend Analysis & Competitive Analysis

• Destination Vision

• Destination Principles

• Destination Products

• Destination Programming

• Destination Positioning

PHASE 2 & 3

Brand Creative Envisioning

2.1 BRAND PLATFORM

Following the previous phases and using its outputs as our strategic framework, we will have enough “product” information to create a blueprint for the future: a meaningful and purposeful Brand Platform.

The Brand Platform functions as a foundation for the development of the Riviera Maya and Los Cabos Brand and a guiding framework through which the community’s identity, marketing and communications can be developed. The Brand Platform is the foundation for branding, which gives rise to creative campaigns and brand communications—all designed to build awareness and visibility amongst the audiences we seek to influence.

The Brand Platform will include:

BRAND PRINCIPLES: Represent the key cornerstones/strengths for the brand

BRAND PERSONALITY: The overarching appropriate “tone” and “spirit” of the brand

BRAND PERSONAS: Represent distinct archetypes that reflect your target audience

BRAND POSITIONING: What makes your community stand apart

BRAND PROMISE: The promise that is being made to everybody who experiences the brand

PHASE 4

Marketing & Sales Strategy

4.1 MARKETING SALES & STRATEGY

This comprehensive Marketing & Sales Strategy is your roadmap to success, detailing a precise approach to engage and activate target buyers and key realtor groups. Informed by insights from our product & creative envisioning sessions, this agile strategy aligns with your sales objectives and adapts to evolving market conditions. It covers a thorough landscape analysis, project overview, and clear project goals. We then dive into a robust sales strategy & projections, identify diverse demand channels, define your target market, and propose innovative market-moving ideas. The strategy also outlines a dynamic marketing campaign, guidelines for the Sales Gallery design, and provides a campaign framework timeline. Supporting materials like a market snapshot, SWOT analysis, a high-level marketing & sales budget, and a draft budget will be included.