Sellers Reserve · In collaboration with Cindy Chin | Real Brokerage OC

Whitmore Villas

23 Residences. One Coordinated Strategy. A Clear Path Forward.

Proposal

A Strategic Sales, Marketing & Inventory Disposition Proposal

Property

126 N New Avenue, Monterey Park, CA 91755

Proposed commencement

November 9, 2026

Atmospheric image · Authentic Whitmore Villas photography to be inserted

02The Opportunity

A Significant Asset. An Opportunity for a Different Result.

The remaining 23 residences represent a substantial completed inventory position. The objective is no longer simply to advertise individual homes. It is to convert completed inventory into acceptable sales proceeds through a disciplined, accelerated and strategically managed process.

23

Residences available for disposition

3

Primary buyer markets

18 days

Initial tender campaign

1

Coordinated sales and marketing strategy

ProductTwo-story, 3-bedroom, 2.5-bath townhomes
InteriorApprox. 1,329 – 1,522 sq ft
SettingGated community, Spanish Colonial Revival architecture
AmenitiesDirect-access garages, EV charging, package lockers, outdoor grilling area

Property details as published on the Whitmore Villas website; to be verified against the developer's inventory schedule.

The challenge is not simply to generate more exposure. It is to generate the right exposure, to the right buyers, through the right sales process.
03The Developer's Position

Time Has a Cost. So Does an Ineffective Sales Strategy.

  • Financing and interest expenses
  • HOA and property-related carrying costs
  • Capital remaining tied up in completed residences
  • Marketing expenditure without sufficient conversion
  • Buyer fatigue and market perception
  • Opportunity cost of delayed capital recovery

Holding-cost exposure calculator

+30 days

—

+60 days

—

+90 days

—

+180 days

—

Illustrative only · Uses the figure entered above · No actual project costs assumed

Speed and pricing must be evaluated together.
04Why a Different Approach

Changing the Agent Is Not Enough. We Must Change the Strategy.

Conventional listing campaigns concentrate on individual owner-occupiers — one buyer market. Whitmore Villas presents three distinct acquisition opportunities: the entire portfolio, smaller investment portfolios and individual residences. Each requires different messaging, buyer acquisition, materials and transaction processes.
Conventional approachSellers Reserve methodology
Buyer marketIndividual owner-occupiersPortfolio, small-portfolio and individual buyers
Sales mechanismOpen-ended listingDefined tender and auction dates, then negotiated sales
Buyer urgencyLittle reason to act nowA genuine decision deadline
MessagingHome featuresInvestment opportunity and modern living, by audience
ReachLocal portalsLocal, national and international capital
AccountabilityActivity reportingPhase-by-phase results reporting

This is a comparison of methods, not of people. The limitation has been the approach, not the effort.

05The Strategic Framework

One Development. Three Buyer Markets. Multiple Paths to Sale.

23 Residences

Phase One · 23 residences · 18-day campaign

Entire Portfolio Tender

Purpose
Establish whether the entire inventory can be sold through one transaction.
Buyer market
Institutional, private, strategic and international capital
Commercial objective
Maximum capital recovery in a single, coordinated transaction.

Select a phase to explore it.

Each phase expands our addressable market while preserving the value of the marketing investment already made.
06The First Priority

One Purchaser. Twenty-Three Residences.

Phase One asks a decisive question first: is there a single purchaser capable of acquiring the entire inventory on acceptable terms?
  • Substantial capital recovery through one transaction
  • Potential reduction in ongoing holding costs
  • Reduced administrative complexity
  • A coordinated transaction and settlement process
  • An accelerated disposition opportunity

A candid note on pricing

Portfolio buyers may require pricing concessions relative to individual retail sales.

That trade-off is weighed against holding costs, time and certainty. The developer retains full control over acceptable pricing and terms — no offer is accepted without your approval.

07Phase One · The Sellers Reserve Tender

Eighteen Days. A Defined Deadline. A Decisive Market Test.

Days 1–4

Launch, investor outreach and buyer qualification

Days 5–10

Portfolio inspections, information memorandum distribution and due diligence

Days 11–15

Investor engagement, negotiation of commercial terms and contract preparation

Days 16–18

Final submissions, purchasing capability verification and tender closing

At the predetermined closing date and time, buyers submit complete purchase offers using approved contract documentation.

The developer assesses offers against predetermined commercial criteria — price, terms, financing and certainty.

Where an acceptable offer is received, the objective is prompt contract execution. Escrow and closing follow on agreed terms.

08Who Will Buy the Portfolio

We Will Take the Opportunity to the Capital.

Focus: Southern California, major US investment markets and appropriate international networks.

Institutional Capital

  • Residential investment funds
  • Real estate investment managers
  • Private equity groups
  • Rental portfolio operators

Private Capital

  • Family offices
  • High-net-worth investors
  • Investment syndicates
  • Private property investment companies

Strategic Purchasers

  • Residential developers
  • Property investment operators
  • Regional acquisition groups
  • Investors seeking completed inventory

International Capital

  • Qualified international residential investors
  • Established cross-border investment networks
  • Asian and Chinese-speaking investor relationships

Categories describe the target market. No specific institution's participation is implied or guaranteed.

09The Investor Acquisition Campaign

Precision Targeting. Direct Engagement. Qualified Buyers.

Direct outreach is the primary driver of Phase One. Advertising supports it — it does not replace it.

Primary · Direct outreach

  • Targeted investor prospecting
  • Direct personal outreach
  • Family-office and private-capital introductions
  • Commercial and investment brokerage engagement

Support · Materials & media

  • LinkedIn targeting
  • Digital investment advertising
  • Confidential information memorandum
  • Dedicated investor landing page

Conversion · Qualification

  • Qualified investor registration
  • Scheduled portfolio inspections
  • Purchasing capability verification
10If the Tender Does Not Achieve an Acceptable Result

The Strategy Evolves. The Momentum Continues.

Even where no offer meets the developer's requirements, the tender produces valuable market intelligence that directly informs Phase Two.
  • Qualified investors
  • Indicative portfolio pricing
  • Buyer objections
  • Financing requirements
  • Preferred acquisition sizes
  • Investors interested in smaller portfolios
  • Potential purchasers for individual residences

One portfolio

A

B

C

D

A disciplined strategy does not depend on a single outcome. It is designed to respond intelligently to the market.
11Phase Two · Strategic Portfolio Auctions

Smaller Portfolios. A Broader Investor Market.

The next acquisition opportunity comprises approximately six residences — a scale accessible to private investors, syndicates and family offices who cannot or will not acquire all 23.

Portfolio A

6

residences

Portfolio B

6

residences

Portfolio C

6

residences

Portfolio D

5

residences

Total23

Final groupings will be determined by unit configuration, location within the community, marketability, pricing and the investor demand identified in Phase One. Six is a working allocation, not a proven optimal size.

12The 18-Day Portfolio Auction

Defined Campaigns. Competitive Bidding. Seller-Controlled Reserves.

Each portfolio receives a dedicated 18-day marketing campaign culminating in a professionally conducted live auction.
Launch
Market
Inspect
Qualify
Register
Auction
Contract
  • Seller-approved reserve pricing
  • Buyer qualification
  • Advance due diligence
  • Defined auction conditions
  • Competitive bidding
  • Prompt contract execution following an acceptable sale
  • Continued negotiated-sale opportunities where appropriate

All auction procedures and contract terms are subject to approval by the responsible brokerage and legal counsel. Contingency terms will reflect the final lawful transaction structure accepted by buyers.

13The Power of Competition

Perception Creates Value. Competition Drives Value.

Traditional marketing can encourage buyers to wait, negotiate or assume more inventory will remain available. A properly structured auction introduces a genuine decision deadline.

Passive negotiation

One buyer at a time negotiates from the asking price. Time on market works against the seller.

Active price discovery

Multiple qualified buyers compete against a deadline. Market value is established through active participation — protected by the reserve.

Conceptual diagram. Auctions do not guarantee higher prices; reserves protect the developer if bidding does not reach an acceptable level.

14Phase Three · Individual Residence Campaign

One Property Can Become the Gateway to Twenty-Three.

One strategically selected residence becomes the principal advertising attraction. The marketing does not end with that home — every qualified purchaser is introduced to other suitable residences within Whitmore Villas.

Audiences

  • Families
  • Owner-occupiers
  • Downsizers
  • Professionals
  • Relocating purchasers
  • Individual investors
  • Buyers seeking modern, low-maintenance living
One Lead Residence
Buyer Enquiries
Qualification & Inspections
Matching Buyers to Available Residences
Multiple Potential Sales
15Phase Four · The Inventory Conversion System

Every Enquiry Has Value Beyond the Property Advertised.

A centralized buyer management and CRM process operates from day one of Phase One through the final sale.

One enquiry

Captured, qualified, segmented

  • — Disciplined follow-up
  • — Buyer segmentation
  • — Inspection scheduling
  • — Offer management
  • — Ongoing sales reporting
  • Purchase of the advertised residence
  • Purchase of an alternative floor plan
  • Purchase of a differently positioned residence
  • Multiple-residence investment purchases
  • Introductions to other qualified purchasers

Operates throughout

Phase One
Phase Two
Phase Three
Phase Four — continuous inventory conversion
16Repositioning Whitmore Villas

A New Narrative. A Renewed Market Opportunity.

The development has already been exposed to the market. The next campaign must not reproduce the existing marketing — it must give the market a new reason to look again.
Investment opportunity
Modern residential living
Completed inventory
Strategic acquisition options
Defined purchasing opportunities
  • New creative direction
  • Premium cinematography
  • Professional photography
  • Dedicated investor materials
  • Fresh digital presentation
  • Bilingual marketing
  • Clear purchasing pathways
  • Defined tender and auction dates
17The Marketing Ecosystem

One Integrated Campaign. Multiple Channels. Measurable Results.

Every channel feeds one centralized registration and sales system.
Direct investor outreachGoogle advertisingFacebook & InstagramYouTubeLinkedInInvestment networksLocal buyer agentsChinese-language mediaInternational networksProperty videoInformation memorandumCampaign websitePrivate inspections & eventsEmail & retargetingBuyer CRM & follow-upWHITMOREVILLAS
18Local, National and Global Reach

The Right Buyer May Be Across the Street. Or Across the World.

Local

Monterey Park, San Gabriel Valley, Los Angeles County and Southern California.

National

Residential investors, family offices, developers and acquisition groups across the United States.

Global

Qualified international purchasers reached through established professional and investment relationships.

Cindy Chin's contribution

Chinese-speaking buyer engagement, Greater Los Angeles and Orange County relationships, and international connections — directly relevant in Monterey Park and the San Gabriel Valley.

Sellers Reserve China Gateway

An emerging Sellers Reserve marketing capability for Chinese-language campaign assets and cross-border outreach, currently in development.

All marketing will comply with fair-housing requirements and applicable international transaction regulations.

19Creative and Media Advantage

The Presentation of an Asset Influences Its Perceived Value.

Professional media, a clear narrative and strategic positioning are how a previously marketed development earns a second look.

Cinematic content · the auction event

Michael Mahon conducting a Sellers Reserve auction — the live, competitive moment the Phase Two campaigns are built around.

Twilight photography, 570 Evelyn Place

Architectural photography

Twilight capture, 570 Evelyn Place, Trousdale Estates.

Courtyard at night, 570 Evelyn Place

Lifestyle narrative

Selling how a home is lived in, not just its specifications.

Living room, 570 Evelyn Place

Interior photography

Light, volume and finish — the details buyers compare.

Kitchen, 570 Evelyn Place

Detail photography

Consistent editorial standard across every image.

Sellers Reserve property website for 570 Evelyn Place

Dedicated property website · live countdown

A bespoke campaign site with a defined auction date — the model for the Whitmore Villas investor and buyer sites.

Bilingual Sellers Reserve proposal in Simplified Chinese

Chinese-language campaign assets

Bilingual EN / 简体中文 presentations already produced with Cindy Chin.

Work samples from recent Sellers Reserve campaigns. Shown to illustrate production standard only; no sale results are implied. Whitmore Villas media will be newly produced.

20The $50,000 Marketing Investment

A Focused Investment in a Substantial Inventory Position.

Strategic repositioning and creative design$4,0008%
Cinematography, photography and content$7,00014%
Website, investor materials and digital presentations$4,0008%
Investor research and direct outreach$6,00012%
Digital advertising$14,00028%
Chinese-language and international marketing$5,00010%
Events, signage and auction production$5,00010%
Optimization and contingency$5,00010%
Total$50,000

$2,174

per residence, allocated across the 23-unit inventory

The investment funds one integrated campaign infrastructure — not 23 separate advertising programs.

The contribution is additional to the transaction-based fee. The final marketing authorization will define payment timing, expenditure controls, reporting and the treatment of unspent funds.

21The Economics of the Decision

The Real Measure Is Net Proceeds. Not Simply the Sale Price.

Adjust any assumption. Price, speed, holding costs and certainty must be evaluated together.

A · Whole-of-portfolio sale

≈ 4 months to recover capital

Gross proceeds
$16,128,750
Selling costs
−$937,081
Holding costs
−$0
Est. net proceeds
$15,191,669

B · Staged portfolio sales

≈ 8 months to recover capital

Gross proceeds
$17,457,000
Selling costs
−$1,010,135
Holding costs
−$0
Est. net proceeds
$16,446,865

C · Individual retail sellout

≈ 18 months to recover capital

Gross proceeds
$18,975,000
Selling costs
−$1,093,625
Holding costs
−$0
Est. net proceeds
$17,881,375

Method: gross = residences × price × (1 − discount). Selling costs = gross × (fee + other costs) + marketing. Holding: scenario A carries the full inventory until closing; B and C sell down evenly, so on average half the inventory is carried over the period. Holding cost defaults to $0 until you enter a figure.

Illustrative only · Not a forecast or valuation

22The Commercial Proposal

A Competitive Fee. Complete Strategic Accountability.

4.5%

Combined transaction fee, of the final sale price

2.25%

Sellers Reserve

2.25%

Real Brokerage OC / Cindy Chin

Sellers Reserve · Michael Mahon

Overall marketing strategy, campaign design, media production, advertising coordination, buyer acquisition and execution.

Cindy Chin · Real Brokerage OC

Developer relations, local and international buyer engagement, inspections, negotiations and transaction coordination.

Separate

The $50,000 developer marketing contribution is separate from the transaction fee.

Brokerage compensation is negotiable and is not set by law or industry standard. The equal split is proposed subject to the final approved brokerage and compensation structure. The final agreement will address any cooperating buyer-broker compensation and applicable licensing requirements.

23Campaign Execution Timeline

Preparation Begins November 9.

Nov 9Nov 16Dec 4Dec 22→

18-day campaign · decision milestone at tender close

Dates are proposed and depend on approval and operational readiness. They describe campaign periods, not guaranteed closing dates for all 23 residences.

24Reporting and Accountability

A Strategy Measured by Results.

Weekly reporting lets the developer see exactly what is happening at every stage of the campaign.
Sample dashboard · demonstration figures only

Marketing expenditure

$18,400

Qualified investor registrations

14

Buyer enquiries

126

Property inspections

38

Tender submissions

3

Auction registrations

—

Offers received

5

Contracts executed

2

Residences sold

2

Gross sales value

$1,7xx,xxx

Estimated net proceeds

$1,6xx,xxx

Escrow status

2 open

Remaining inventory

21

25Why Sellers Reserve and Cindy Chin

Strategic Leadership. Local Knowledge. International Reach.

Michael Mahon, Founder of Sellers Reserve

Strategic lead · campaign execution

Michael Mahon

Founder & CEO · Sellers Reserve · CA DRE #02076897

27 years in Australian and Californian real estate and more than 2,000 homes sold across his career, per the Sellers Reserve biography. Michael developed the Sellers Reserve competitive sales methodology and will lead repositioning, the tender and auction strategy, media and execution.

Full biography
Cindy Chin, Broker Associate, Real Brokerage

Developer relations · buyer networks · transactions

Cindy Chin

Broker Associate · Real Brokerage OC · CA DRE #01921826

Founder of Cindy Chin Realty International and leader of REAL RISE OC, with a practice across Orange County and Greater Los Angeles. Cindy brings local market knowledge, developer relationships, Chinese-speaking buyer engagement, buyer introductions and brokerage expertise.

Full biography
Two professionals. Clearly defined responsibilities. Personal accountability for every phase.
26The Appointment

The Next Step Is Execution.

  1. 1Appoint the agreed brokerage parties under a coordinated exclusive sales mandate for the 23 residences.
  2. 2Approve the multi-phase sales and marketing strategy.
  3. 3Authorize the $50,000 marketing investment.
  4. 4Agree to the proposed 4.5% combined transaction fee, subject to final documentation.
  5. 5Provide the complete inventory and property due-diligence package.
  6. 6Approve the tender and auction procedures, pricing authority and decision-making process.
  7. 7Authorize campaign preparation commencing November 9, 2026.

The Market Has Already Seen Whitmore Villas.

Now It Is Time to Give the Market a Compelling Reason to Act.

SELLERS RESERVE

Perception Creates Value. Competition Drives Value.

In collaboration with Cindy Chin | Real Brokerage OC