Professional Documents
Culture Documents
.com
ESTERO | BONITA SPRINGS | NAPLES
JULY | AUGUST 2012
Estero /Bonita Springs/Naples Luxury Real Estate Expert resources, no agent worth his salt should be taking vacations or not working for you during the summertime especially if they are representing you with a home on the market! Thirty years ago, this may have been the case due to limited ways to connect with potential buyers not in the area. But today, the world is a smaller place and we have the technology
FEATURED PROPERTIES
Grandzza, Estero Shadow Wood at The Brooks, Bonita Springs
9415. Elegant yet comfortable 3 bedroom+den, 3.5 bath, 3826sf, 6626 total sf custom estate home with bonus game/media room. Beautiful hardwood and marble flooring, variety of tray ceilings with crown molding, hurricane impact windows and garage door, 35K generator, underground propane tank. Gourmet kitchen, granite counter-tops, built-in panel and black appliances, beautiful drop lighting above breakfast bar looking into the family room and breakfast room with crown molding and sliding entrances to the lanai. Enjoy the additional entries to the paver lanai from the fabulous media room, pool bath and master suite. Relish the built-in gas heated pool/ spa with beautiful tranquil lake and golf course views beyond. 2-guest bedrooms, one offers a private bath, marble flooring and shower with additional convenient access from both lanai and media room. Relaxing master suite with windows offering picturesque views, two-large walk-in closet plus two additional smaller closets. Luxurious bath in marble, corned jetted tub and large shower. Offered at $885,000. Call Michael 239 498-7600.
6977. Enjoy this lovely bright and airy custom estate home boasting 3904 sf and 6841 total sf. Relish the beautiful sunrises, views of the 2nd Fairway and the gorgeous custom built-in pool/spa glistening with sunshine throughout the day from the paver lanai. This Tuscano model has been customized expanding the kitchen and family rooms, enlarging the pantry and adding closets. Abundance of upgrades, double wide crown molding, tile on diagonal, custom window treatments, variety of coffer ceilings, vast miter windows, corner disappearing sliders in the family room, bringing the outdoors in. Gourmet kitchen, 2 built-in Jenn-Air wall ovens, Wolf stove-top, kitchen-Aid refrigerator, granite counter-tops, backsplash tile. All four bedrooms with private baths and pool bath with gorgeous imported hand painted Italian sink. Tranquil master suite with beautiful pool and golf course views, 2 walk-in closets, and luxurious bath with his/ her vanities, granite, center tub and double entry walk-in shower with tropical atrium beyond. Offered at $1,500,000. Call Michael 239 498-7600.
To have Your Home Featured In the Next Issue Call D. Michael Burke, P.A. 239.498.7600
www.CoconutPointRealEstate.com
Web site owned and maintained by Michael Burke of Keller Williams Elite Realty, Bonita Springs, FL 34134
To:
PRSRT STD. U.S. POSTAGE PAID FT MYERS, FL PERMIT NO 521
Extra Space Storage Hosts Training Exercise For Hostage Negotiation Team
On May 7, 2012 Lee County Sheriffs Offices Hostage Negotiation Team, in cooperation with the Estero Fire Department, conducted a hostage negotiation exercise at Extra Space Storage of Coconut Point in Bonita Springs. The purpose of this training exercise was for the Hostage Negotiation Team to have an authentic training experience in which a potential suicide victim was threatening to jump off the facilitys roof. Members of the negotiation team were raised up by the Estero Fire Depts bucket truck to the location of the acting suicide victim in an attempt to talk him down. The site managers, Robert and Christa, also participated in the training exercise. Christa and a negotiator were the last to communicate with the individual and successfully deterred him from committing suicide. The training was a success and the Hostage Negotiation Team was so appreciative of Robert and Christa for their cooperation in the exercise; they were each given a Challenge Token issued by the Lee County Sheriffs Dept.
.com
EstEro | Bonita springs | naplEs
Publisher Joyce Bunting joyce@CoconutPointPress.com executive editor D. Michael Burke, P.A. Michael@CoconutPointRealEstate.com Assistant editor Shelly Burke Shelly@CoconutPointRealEstate.com Market report editor Justin Jordan Justin@CoconutPointRealEstate.com street Address CoconutPointPress.com 24851 S. Tamiami Trail, Suite 1 Bonita Springs, FL 34134 Call 239-498-7600 Or visit us on the web at www.CoconutPointPress.com
Our cohesive plan will bring you a Beautiful, Comfortable and Functional Home!
SuperVision Painting
Glad You Did
999
#0504802 Insured
00
Jessie Rocha
239-265-1786
JEnniFER L. BLAKEMAn
Former Deputy Chief Attorney, Florida Division of Real Estate
DAvID J. GILLIS
Former Felony Division Trial Attorney, 20th Judicial Circuit Public Defenders Office
239-337-1147 www.KFJlaw.com
Castle Financial
Financial, Retirement, Estate Planning and Money Management
We provide financial, retirement, estate planning services and a sensible, prudent approach to managing your assets.
The Colony, 4875 Pelican Colony Blvd., Suite 1401, Bonita Springs, Florida 34134-6952 Please call 239-947-9255 for a free consultation! aap@castlefinancial.com | www.castlefinancial.com
Securities Offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC
Simply Puzzling
Crossword!
Across 1. Destiny 5. Female horse 9. Molar 14. Gemstone 15. Highly excited 16. Relating to sound 17. Part of the neck 18. Deep loud noise 19. Move furtively 20. Three-legged stand 22. Skilful in movement 24. Change location 26. Cut in three 31. Religious doctrine 33. Relating to the eye 34. Subsequently 37. Become known 39. Animal foot 40. Formal association 41. Spanish title 42. Chief 45. Branch of knowledge 47. Agreement 48. Specific anesthetic 50. Flow of water in the same direction as the wind 52. Worked hard 55. Bluish shade of green 57. Shrub 59. Length of sawn wood 63. Lather 65. Small restaurant 66. Spooky 67. Boundary 68. Notion 69. Entice 70. Facial expression 71. Limited period of time Down 1. Typeface 2. Separate 3. Nocturnal ungulate 4. Raise 5. Arboreal mustelid 6. In the past 7. Highway 8. White heron
sudoku!
9. Plan of action 10. Belonging to us 11. Lyric poem 12. Draw 13. Jump lightly 21. At any time 23. Fern leaf 25. Lull 27. Take a little at a time 28. Leave or strike out 29. Religious song 30. Tendency 32. Test 34. Offend 35. Travesty 36. Two times 38. Distribute 40. Lightheaded 43. Negation of a word 44. Field game 45. Impartial 46. Illegal Answers to Puzzles on page 11 49. Metallic element 51. Tripod 53. Elude 54. Postpone 56. Connecting point of several lines 58. Side 59. Domestic companion 60. Sheltered side 61. Limb 62. Pinch 64. Historic period
projects and residential enovations under their tool belts. For more information, contact John Buehler at (239)6436527 or email jbuehler@pbscontractors.com.
8/31/2012
239-948-1310
239-597-8000
Mon-Fri 8-6; Sat-Sun 9-2 The Leading Providers of Medical Care in SW Florida
19
Cysts Growths Skin Lesions Warts Moles Lacerations Ingrown Toenails Cuts Lumps & Bumps Circumcisions
NP-0000619927
MINOR SURGERIES
*Rates may vary for insured patients.
8/31/2012
8/31/2012
Grandzza, Estero
Grandzza, Estero
8433. Enjoy this 3 bedroom plus den, 3.5 bath home with 3-car garage. Custom changes from the other Paloma models by expanding the kitchen breakfast bar, pool bath and pool storage on the lanai. Notable views upon entrance with disappearing sliders leading to the paver lanai, and built-in pool/spa with landscape and golf course views. Decorated in neutral tones, tile in main living areas, plantation shutters, designer fixtures and window treatments. Kitchen boasts granite counter-tops, black appliances, cabinetry with crown molding and center island. Vast master suite with private French door entry to the lanai, two closets and bath with dual sinks, tub and shower surrounded in tile with glass block window allowing in bright light. Offered at $559,000. Call Michael 239-498-7600.
9802. Elevated, estate home, impeccably decorated for the discriminating buyer in mind. Hardwood flooring throughout, marble, travertine, and 3-car garage floor in tile! Plantation shutters, silhouette blinds and custom wood cornices. Formal living room boasts disappearing sliders, family room with entertainment center in keystone tops and columns. Gourmet kitchen offers granite tops/backsplash, custom cabinetry, built-in appliances and breakfast bar front finished in marble. Baths with vessel sinks and master bath boasting his/her vanities, make-up vanity and bath with marble step up to the sunken tub. Cabana complete with kitchen, bath entry to lanai, black-diamond bevel edge pool, rock spa, summer kitchen with granite bar on top of marble columns with vast lake and golf course views. Offered, furnished $1,100,000.Call Michael 239-498-7600.
FREE!
Super-advanced Storage made Super eaSy
When you want to store your belongings in an ultrafriendly, worry-free environment, Extra Space Storage is the industry leader. Were raising the standards of self storage with clean, green facilities and hi-tech operations. Come see why more and more customers are picking us as the safe and easy choice.
TWO MONTHS
Coconut Rd
Pe lic a
Co
lony Blvd
Follow us on Facebook
facebook.com/extraspace twitter.com/extraspace
Follow us on twitteR
9647. 2nd Floor Coach home 2748 sf, 3611 total sf, 2-car attached garage, 3 bedrooms, 3 baths, media room plus den! Tile, tray ceilings with crown molding, designer window treatments, blinds, plantation shutters, faux finishes. Kitchen, cabinets with crown, stainless steel appliances, backsplash tile and large morning room. Numerous entries lead to the tile lanai from great room, master bed and morning room offering lake and golf course views. Fabulous guest suite with private bath and French door entry to a balcony add to the appeal. Elevator shaft in place if desire to install or just use as a great extra storage closet. Offered at $375,000. Call Michael 239-498-7600.
6912. Relish the private tropical preserve front/ rear views, and landscape lighting this 4 bed, 2 bath, 2490sf, 4439 total sf home has to offer. Lanai with built-in pool/spa, 3 entrances from master bedroom, breakfast nook and living room. Dining room enclosed by 3 dramatic archway entries, living room, family room with tray ceiling, 4 bedrooms and wired for stereo sound. Neutral tones, large tile in main living areas, stainless steel appliances, kitchen cabinets with crown molding, wall oven, cook top, and accent backsplash and breakfast bar front finished in tile. Master suite with tray ceiling, two closets and bath with dual sinks, corner garden tub and walk-in shower surrounded in tile. Enjoy this community offering a wide variety of amenities. Offered at $370,000. Call Michael 239-498-7600.
Few real estate agents are as driven as committees, this multi-million dollar prod involved. Whether you are selling or bu state-of-the-art marketing methods, inte satisfaction. His drive to succeed is tempe
1854. Upon entry relish the notable lush, tropical lake and golf course views this Estate home has to offer with an abundance of upgrades and detail throughout. Marble floors, custom built-ins, wet bar, coffer ceilings w/crown molding, designer window treatments. Gourmet kitchen, built-in panel appliances, cabinetry w/crown molding, backsplash tile, granite counter-tops. Entertain out on the vast paver lanai with plumbing for an outdoor kitchen and a beautiful custom built-in pool with large steps leading in, surrounded by built-in flower beds and spa. This appealing home is ideal for family and guests offering 4 bedrooms+den, 4680 sf, 7826 total sf. All available in this sought after, exclusive community of Bonita Bay. Offered at $1,795,000. Call Michael 239-498-7600.
TBD. Gulf views beyond the golf course, large lake, lagoon pool/spa from this extravagant 10th floor condo. Marble flooring in main areas, terraces and master suite, hardwood in den, granite counter-tops, crown molding and tray ceilings. Superb features with high ceilings, private elevator foyer, multiple zone HVAC, solar tinted and expansive windows. Relish the warm tropical breeze and views from the screened terrace and rear balcony with entries throughout. Gourmet kitchen with built-in appliances, for entertaining built-in bar and custom entertainment center. Master suite, double walk-in closet and lavish bath with tub/ shower surrounded in granite, dual vanities and makeup vanity. Treviso tower includes fitness, fully equipped guest suite, theater, social, billiard rooms, pool/spa. Call Michael 239-498-7600.
Grandzza, Estero
0894. Beautiful views in this immaculate, end unit, attached 2-car garage,1647 sf, 2256 total s.f., carriage home. Tile, Berber carpet, designer fixtures, window blinds, painted throughout in pleasing earth tones. 2 additional bedrooms for guests or use the 2nd guest bedroom for your own use as a den. Master bedroom, large walkin closet, and private sliding entry to the lanai. Sit out on the lanai and listen to the sounds of a soothing water fall in the lake built-up with scenic rocks and golf course views. Offered at $249,000. Call Michael 239-498-7600.
1245. First floor, 2 bed+den, coach home with beautiful lake views and tropical landscaping. Painted in earth tones, window treatments, tile in main areas/ lanai, electric/manual roll-up hurricane shutters. Kitchen with granite counter-tops, under mount sink, diagonal tile backsplash, refrigerator and dishwasher replaced in 2011. Dining with chair rail and great room with wall of sliders to the tile lanai with tropical water views. Ample room for guests with multiple use den complete with Murphy bed. Array of amenities with clubhouse, fitness, tennis, lagoon pool/spa, lap pool, freshwater sunning beach, bocce ball, common deck with small boats plus bronze membership with enrichment center, social activites, spa services and use of the private Rosie Spoonbills Restaurant! Offered at $239,000. Call Michael 239-498-7600.
7761. Immaculate, re-decorated, re-modeled, 2 bed, 2 bath, 1st floor unit with numerous upgrades and picturesque vast lake views. Perfect for the golf enthusiast with community offering bundled golf and close to the community pool/ spa! Decorated in neutral tones, tile throughout main areas, designer fixtures. Kitchen boasts upgraded features, granite counter-tops, crown molding and gorgeous lake views through the living rooms wall of sliders to the lanai finished in tile. Master suite offers additional water views, large walk-in closet and private bath. Fabulous community, with clubhouse, golf, pro-shop, dining, pool/spa, tennis and fitness. Ideal, central location only minutes to shopping, airport, dining and movie theaters. Beach lovers only a 15 minute ride to Bonita Springs beaches! Offered at $169,000. Call Michael 239-498-7600.
Grandzza, Estero
Grandzza, Estero
1441. Picturesque lake with fountain views from this 3 bed, 2 bath, 2074 sf, 3981 totalsf home. Tile main areas, windows w/transoms, tray ceilings, paver lanai. Kitchen with cherry cabinetry/crown molding, stainless appliances, granite countertops with appealing curved breakfast bar. Room for family and guests offering 3 bedrooms with one that can also be used as a den. Master suite boasts 2 walk-in closets and master bath with his/her vanities, corner tub enclosed in tile and walk-in shower. Formal dining room and living room with wall of sliders opening to the lanai leisure area for that sought after Florida outdoor lifestyle offering a built-in pool/spa and tranquil water views. Offered at $429,000. Call Michael 239-498-7600. 7051. 3 bed, 2 bath, 2221sf, 3727 total sf Villa, exquisite, yet comfortably decorated. Decorative glass front door, tile in main areas, upgraded cabinetry, crown molding, plantation shutters, designer fixtures, tray ceilings. Kitchen, boasts granite counter-tops, 42 cabinetry w/crown molding, stainless appliances. Views from the kitchen, through to the family room w/custom built-in entertainment center and a wall of sliders leading to the paver lanai w/built-in heated pool/spa, hurricane roll down shutters, landscape, golf course and lake views beyond. Relish the master suite w/private sliding entry to lanai, 2 walk-in closets, dual vanities, corner garden tub, large walk-in shower both surrounded in tile/ accent tile inserts. Bonus to buyer - transferable appliance, AC, plumbing maintenance agreement. Offered at $389,000. Call Michael 239-498-7600.
P = Pending / CS = Closed /
Shadow Wood at the Brooks Market Trends
= Short Sale /
= Foreclosure
MARKET REPORT
ESTERO | BONITA SPRINGS | NAPLES
Inventory in Shadow Wood has steadily decreased all year long making June 2012 the lowest inventory month with just 72 homes for sale versus prior month at 80. 9 homes are pending, 3 have active contracts, and 4 have closed in June 2012. Sales continue to be strong in this community and show no signs of slowing down. Sellers in Shadow Wood are catching on because they know fall buyers are coming into the market! If youre thinking of listing your home in Shadow Wood, now is the time! Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! The Coconut Point Teams sophisticated marketing tools will ensure your property will get seen NOW by fall buyers watching the market!
Stat
P P CS P CS CS CS CS P CS CS CS CS CS CS CS CS CS P P CS CS CS P CS
CoconutPointRealEstate.com
Michael@CoconutPointRealEstate.com | 239-777-0473
Address
21751 Longleaf Trail Dr 21850 Longleaf Trail Dr 9079 Falling Leaf Dr 23000 Tree Crest Ct 22512 Baycrest Ridge Dr 22005 Sycamore Grv 9531 Chartwell Breeze Dr 10080 Idle Pine Ln 10620 Wintercress Dr 9859 Bay Meadow 9846 Bay Meadow W 9401 Chartwell Breeze Dr 10048 Idle Pine Ln 10017 Orchid Ridge Ln 9351 Lakebend Preserve Ct 10152 Orchid Ridge Ln 9451 Lakebend Preserve Ct 10581 Glen Lakes Dr 9440 Lakebend Preserve Ct 9261 Palmetto Ridge Dr, #102 10482 Autumn Breeze Dr, #201 22951 Rosedale Dr, #102 9241 Palmetto Ridge Dr, #202 23081 Rosedale Dr, #201 23131 Rosedale Dr, #202
Bed
4 Bed 3 Bed 3+Den 3 Bed 3+Den 3+Den 4 Bed 3+Den 4+Den 3 Bed 4 Bed 3+Den 3+Den 3+Den 4 Bed 3+Den 4+Den 3+Den 4+Den 2+Den 3 Bed 2+Den 3 Bed 3 Bed 3 Bed
Bath
2 2 3 2 2 3 4 3 3 3 4 3 3 3 3 3 4 3 4 2 2 2 2 2 2
Half
1 1 1 1 1 0 1 0 0 1 0 1 1 1 3 1 1 1 2 0 0 0 0 0 0
Furn Pool Spa Exp View SqFt Built List Price Single Family Homes in Shadow Wood at the Brooks (Closed & Pending From May 1st to June 30th, 2012)
Unfurnished Unfurnished Unfurnished Negotiable Unfurnished Turnkey Unfurnished Unfurnished Unfurnished Unfurnished Negotiable Furnished Furnished Unfurnished Negotiable Negotiable Negotiable Negotiable Negotiable Unfurnished Unfurnished Unfurnished Turnkey Unfurnished Turnkey Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes Yes No No No No No No S SE S NW NW W W NE NW SW N S NE S N E SW SW SE S W E S E NE Lake, Preserve Lake, Preserve Preserve Golf Course, Lake, Water Golf Course, Lake Landscaped Area, Preserve Lake, Preserve, Remarks Golf Course, Lake Golf Course, Lake Lake, Wooded Area Golf Course, Lake Lake, Preserve, Water Golf Course, Water Feature Golf Course, Lake Lake, Preserve Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course, Landscaped Area Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course, Lake, Water 2443 2024 2453 2501 2562 2570 3618 2853 3021 2626 3000 3533 3461 3715 4577 5223 5579 3968 4170 1632 2040 1632 2040 2040 2040 2005 2005 2001 1999 2004 2001 2004 2001 2003 2001 2003 2004 2002 1999 2006 2000 2005 2007 2006 2002 2004 2001 2002 1998 1999 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 419,900 489,900 505,000 515,000 649,900 719,000 759,900 875,000 899,000 999,000 1,100,000 1,129,000 1,249,000 1,249,000 1,395,000 1,399,000 1,600,000 1,650,000 1,775,000 217,500 219,900 256,500 269,900 285,000 290,000 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
List SqFt
171 242 205 205 253 279 210 306 297 380 366 319 360 336 304 267 286 415 425 133 107 157 132 139 142
Sold Date
Sold Price
Sold SqFt
DOM
154 107 1 212 125 1 78 1 254 95 100 102 446 89 1 393 1 101 66 280 28 201 25 154 215
%List
5/1/2012 $ 5/1/2012 6/29/2012 5/8/2012 6/29/2012 5/18/2012 6/7/2012 5/8/2012 6/6/2012 5/30/2012 6/29/2012 5/31/2012 6/19/2012 5/23/2012 $ $ $ $ $ $ $ $ $ $ $ $ $
505,000 615,000 700,000 760,000 772,000 875,000 965,000 1,090,000 1,175,000 1,225,000 1,325,000 1,175,000 1,485,000 1,465,000
$ $ $ $ $ $ $ $ $ $ $ $ $ $
205 240 272 210 270 333 321 308 339 329 289 224 266 369
100% 95% 97% 100% 88% 88% 88% 97% 94% 98% 95% 84% 93% 89%
Condos in Shadow Wood at the Brooks(Closed & Pending From May 1st to June 30th, 2012)
5/2/2012 $ 5/17/2012 $ 5/17/2012 $ 6/12/2012 $ 200,000 235,000 252,500 265,000 $ $ $ $ 98 143 123 129 91% 92% 94% 91%
Bonita Bay inventory continues to drop with just 160 homes available versus 175 just last month. That is 8 homes down from prior year and a whopping 55 homes down from January 2012! Bonita Bay has had more pending and active with contract listings in the last two months than any other two consecutive months all year. 19 homes closed in June 2012 and there are 20 pending and 15 active listings with contracts in Bonita Bay right now. Bonita Bay is proving to no longer be a seasonal community. It wont be long from now that we will see fall buyers come into the market, so if youre thinking of listing your home in Bonita Bay, now is the time! Why compete with winter inventory when inventory is so low now in Bonita Bay? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Reach those out-of-town buyers with the Coconut Point Teams sophisticated marketing tools and get seen NOW by fall buyers coming into the market!
Estero Market Trends
Sales continue to be strong in The Colony while inventory drops as well. Only 61 homes remain for sale in The Colony, and there have been 14 homes either pending or active with contracts since May 2012. If you want to sell your property in The Colony, now is the time! Why wait for winter competition? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! The Coconut Point Teams sophisticated marketing tools will ensure your property will get seen NOW by fall buyers watching the market!
Stat Address Bed Bath Half Furn Pool Spa Exp View SqFt Built List Price Single Family Homes in The Colony (Closed & Pending From May 1st to June 30th, 2012) NO Single Family Homes in The Colony (Closed & Pending From May 1st to June 30th, 2012) Condos in The Colony (Closed & Pending From May 1st to June 30th, 2012) NO Condos in The Colony (Closed & Pending From May 1st to June 30th, 2012) Highrises & Midrises in The Colony (Closed & Pending From May 1st to June 30th, 2012)
No No No No No No No No No No No No No No No No No No No No SW W W W W SW W W SW W
List SqFt
Sold Date
Sold Price
Sold SqFt
DOM
%List
CS CS CS CS CS CS P CS CS P
24011 Via Castella Dr, #2201 23750 Via Trevi Way, #304 23850 Via Italia Cir, #304 23850 Via Italia Cir, #403 23540 Via Veneto Blvd, #703 4875 Pelican Colony Blvd, #1202 23540 Via Veneto Blvd, #1704 23750 Via Trevi Way, #1404 23540 Via Veneto Blvd, #801 23540 Via Veneto Blvd, #2005
3 Bed 3+Den 3 Bed 3 Bed 3 Bed 3 Bed 3 Bed 3+Den 3 Bed 3 Bed
3 3 3 3 3 3 2 3 3 3
1 1 0 0 0 0 1 1 1 1
Furnished Furnished Negotiable Unfurnished Negotiable Unfurnished Unfurnished Negotiable Negotiable Turnkey
Bay 2665 2006 $ 595,000 $ 223 6/25/2012 $ 585,000 $ 219 Golf Course 3099 2004 $ 699,000 $ 225 6/1/2012 $ 700,000 $ 225 Bay 2086 2007 $ 499,000 $ 239 5/30/2012 $ 425,000 $ 203 Bay, Golf Course, Preserve, Pool/Club 2086 2007 $ 525,000 $ 251 6/29/2012 $ 497,250 $ 238 Bay 1690 2005 $ 449,000 $ 265 5/15/2012 $ 440,000 $ 260 Golf Course, Bay, Gulf and Bay, Gulf, Preserve, Lake 2910 2002 $ 819,000 $ 281 5/1/2012 $ 770,000 $ 264 Bay, Golf Course, Gulf, Lake, Landscaped Area, Preserve,$Pool/Club, Water, Water Feature, Gulf and Bay, Wooded Area, Pond 1910 2006 539,000 $ 282 Bay, Golf Course, Partial Gulf, Pool/Club 3099 2004 $ 900,000 $ 290 5/24/2012 $ 825,000 $ 266 Gulf and Bay 2091 2006 $ 649,900 $ 310 5/10/2012 $ 580,000 $ 277 Golf Course, Gulf, Lake, Gulf and Bay 2091 2006 $ 699,000 $ 334
Inventory in Estero is down almost 12% this time last year. Savvy sellers in Estero are benefitting from misinformed sellers by listing their homes now. Why wait for winter competition? Fall buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! The Coconut Point Teams sophisticated marketing tools will ensure your property will get seen NOW by fall buyers watching the market!
Inventory in Wildcat Run is lower than prior month and sales have increased since May 2012 as well. June 2012 saw 6 closings, and 4 homes either pending or active with contract in Wildcat Run. Wildcat Run is improving slowing, but should be selling better. Wildcat Run has it all including excellent amenities, golf and a prime location. With the right price point and marketing strategy, your home in Wildcat Run can sell! Reach those out-of-town buyers with the Coconut Point Teams sophisticated marketing tools and get seen NOW by fall
Stat
CS CS CS CS CS CS P CS P CS
Copperleaf inventory has not increased much since May 2012. Only 20 homes are available in this sought-after community, which is 19 homes down from last year! Buyers are still interested in this community, but inventory still is lacking. 3 more homes have closed since last month and there are 4 homes pending or under contract right now in Copperleaf. It wont be long from now that we will see fall buyers come into the market, so if youre thinking of listing your home in Copperleaf, now is the time! Why compete with winter inventory when inventory is so low now in Copperleaf? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Be sure to take advantage of the Coconut Point Teams sophisticated marketing tools
Stat
CS CS P CS P
Address
12512 Wildcat Cove Cir 20615 Wildcat Run Dr 20147 Cheetah Ln 20138 Willow Bend Ct 20502 Lynx Ct 20230 Country Club Dr 12380 Eagle Ct 20483 Wildcat Run Dr 20263 Puma Trl 20109 Wildcat Run Dr
Bed
3 Bed 2+Den 4+Den 4 Bed 4 Bed 3 Bed 3+Den 3+Den 3+Den 3+Den
Bath
3 2 3 3 2 4 3 3 3 3
Half
0 1 1 1 1 0 1 1 0 2
Furn
Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Negotiable Negotiable Negotiable Unfurnished Unfurnished
Pool Spa Exp View SqFt Built List Price Single Family Homes in Wildcat Run (Closed & Pending From May 1st to June 30th, 2012)
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes Yes Yes Yes E W SE S W S S W E S Lake, Water Feature Golf Course Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course Golf Course, Lake Golf Course Golf Course, Lake, Preserve Golf Course, Lake, Water, Pond 2145 2137 3087 3311 3800 2589 3361 3262 3030 3830 2001 2005 1989 1990 1989 2000 1994 2001 1990 2011 $ $ $ $ $ $ $ $ $ $
List SqFt
$ $ $ $ $ $ $ $ $ $ 162 172 135 151 139 204 202 214 230 182
Sold Date
5/10/2012 $ 6/15/2012 $ $ 5/30/2012 $ 6/5/2012 $ 6/4/2012 $ 6/15/2012 $ 6/8/2012 $
Sold Price
325,000 345,000 355,000 495,000 475,000 475,000 599,000 650,000 $ $ $ $ $ $ $ $
Sold SqFt
151 161 114 149 125 183 183 169
DOM
104 1 1 60 874 168 821 1 134 70
%List
93% 94% 85% 99% 90% 90% 86% 93%
Address
23620 Wisteria Pointe Dr 24190 Copperleaf Blvd 23551 Copperleaf Blvd 23360 Copperleaf Blvd 23451 Caraway Lakes Dr
Bed
2+Den 3 Bed 2+Den 2+Den 3 Bed
Bath
2 2 2 2 2
Half
0 0 0 0 0
349,000 368,000 416,885 500,000 529,000 529,000 679,000 699,000 699,000 699,900
Furn Pool Spa Exp View SqFt Built List Price Single Family Homes in Copperleaf at the Brooks (Closed & Pending From May 1st to June 30th, 2012)
Turnkey Unfurnished Turnkey Unfurnished Unfurnished No No Yes Yes Yes No No No Yes Yes NE N NW S E Golf Course, Lake Golf Course, Lake Golf Course, Landscaped Area Golf Course, Lake Golf Course 1633 1955 1750 1750 2249 2001 2001 2001 2001 2002 $ $ $ $ $ 259,900 349,000 387,000 395,000 399,000 $ $ $ $ $
List SqFt
159 178 221 225 177
Sold Date
6/15/2012 $ 6/13/2012 $ 6/12/2012 $
Sold Price
232,000 320,000 365,000 $ $ $
Sold SqFt
142 163 208
DOM
1 1 176 141 303
%List
89% 92% 92%
Condos in Wildcat Run (Closed & Pending From May 1st to June 30th, 2012) No Wildcat Run Condos (Closed & Pending From May 1st to June 30th, 2012)
Visit www.CoconutPointRealEstate.com for Additional Information or Call D. Michael Burke, p.a. 239.498.7600 for More Information
P = Pending / CS = Closed /
Bella Terra Market Trends
= Short Sale /
= Foreclosure
P = Pending / CS = Closed /
= Short Sale /
= Foreclosure
Inventory continues to drop in Bella Terra with just 51 homes for sale 4 homes down from last month. Sales are going strong with 47 homes sales in 2012. There were 7 homes under contract in June 2012. Savvy sellers in Bella Terra are benefitting from misinformed sellers by listing their homes now. Why wait for winter competition? Fall buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! The Coconut Point Teams sophisticated marketing tools will ensure your property will get seen NOW by fall buyers watching the market!
Stat
P P P CS CS P P CS CS CS CS P P CS CS P CS CS P CS P P P CS CS CS CS CS CS
Inventory remains the same in Lighthouse Bay since May 2012 and sales also remain the same but constant with an increase in active listings with contracts at 2 and 2 pending sales. If youre thinking of listing your home in Lighthouse Bay, now is the time! Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! The Coconut Point Teams sophisticated marketing tools will ensure your property will get seen NOW by fall buyers watching the market!
Stat
CS P CS CS CS P
Address
20238 Larino Loop 20661 Torre Del Lago St 13625 Lucera Ct 20585 Larino Loop 13858 Cleto Dr 13783 Cleto Dr 21373 Bella Terra Blvd 13613 Lucera Ct 21315 Bella Terra Blvd 21114 Cosenza Ct 13221 Boccala Ln 21321 Bella Terra Blvd 21334 Velino Ln 21708 Belvedere Ln 20351 Ardore Ln 21651 Belvedere Ln 13418 Irsina Dr 21140 Bella Terra Blvd 20343 Ardore Ln E 21735 Bella Terra Blvd 20892 Torre Del Lago St 20309 Ardore Ln 20061 Barletta Ln, #2611 19971 Barletta Ln, #1726 20071 Barletta Ln, #2723 19910 Barletta Ln, #1514 19910 Barletta Ln, #1511 20030 Barletta Ln, #425 20070 Barletta Ln, #123
Bed
3+Den 4 Bed 2 Bed 3 Bed 2 Bed 3 Bed 3 Bed 2+Den 3 Bed 2 Bed 2+Den 3 Bed 3 Bed 4+Den 4 Bed 3+Den 4 Bed 4 Bed 5 Bed 3+Den 4+Den 4 Bed 2+Den 2+Den 2 Bed 2 Bed 3 Bed 2 Bed 2 Bed
Bath
2 2 2 2 2 2 2 2 2 2 2 2 2 3 2 2 2 3 3 2 3 2 2 2 2 2 2 2 2
Half
1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0
Furn
Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Turnkey
Pool Spa Exp View SqFt Built List Price Single Family Homes in Bella Terra (Closed & Pending From May 1st to June 30th, 2012)
No Yes No No No No No No No No No No No No Yes Yes No Yes Yes Yes No Yes No Yes No No No No No No No No No No No No Yes Yes No Yes Yes Yes No Yes E E W E E SW N E N N E NE W SW SE N N W S N W S Remarks Landscaped Area Lake, Landscaped Area Landscaped Area Landscaped Area Lake Preserve Lake, Landscaped Area None Preserve Lake Preserve, Pond Lake Preserve, Wooded Area Lake, Preserve Lake Preserve Preserve, Wooded Area Lake Preserve Preserve, Wooded Area Lake 2255 2204 1630 2255 1711 1891 1417 1847 1417 1711 1564 1417 1625 2594 2411 2047 2244 2032 2851 2244 3431 2628 2005 2006 2005 2007 2007 2008 2009 2006 2010 2006 2010 2010 2007 2010 2005 2009 2009 2011 2004 2009 2006 2004 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
List SqFt
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 26 34 68 61 92 87 121 94 123 108 121 134 130 96 107 131 124 139 105 140 99 133 68 68 86 96 90 96 107
Sold Date
Sold Price
Sold SqFt
DOM
135 135 283 188 58 67 50 1 86 63 1 25 25 182 360 249 271 135 14 1 53 107 364 79 83 92 86 43 1
%List
Address
23800 Costa Del Sol Rd, #202 23741 Old Port Rd, #103 23711 Old Port Rd, #103 23820 Marbella Bay Rd, #104 10941 Santa Margherita Rd 23821 Marbella Bay Rd, #102
Bed
2+Den 2 Bed 2+Den 2+Den 3 Bed 2+Den
Bath
2 2 2 2 2 2
Half
0 0 0 0 0 0
Furn
Unfurnished Turnkey Partly Furn Turnkey Unfurnished Turnkey
Pool Spa Exp View SqFt Built Lighthouse Bay at the Brooks (Closed & Pending From May 1st to June 30th, 2012)
No No No No No No No No No No No No W W W E W W Lake Lake Lake Lake, Landscaped Area, Water Lake Lake, Water, Water Feature 1276 1176 1268 1402 1548 1364 2003 2001 2001 2003 2003 2003 $ $ $ $ $ $
List Price
158,900 167,900 169,900 182,000 208,000 209,000 $ $ $ $ $ $
List SqFt
124 142 133 129 134 153
Sold Date
5/11/2012 $ 5/30/2012 $ 5/11/2012 $ 6/13/2012 $
Sold Price
145,000 155,000 170,000 190,000 $ $ $ $
Sold SqFt
113 122 121 122
DOM
19 21 82 224 1 128
%List
91% 91% 93% 91%
60,000 77,000 111,000 139,000 157,500 165,000 172,500 175,000 175,000 185,000 189,900 189,900 212,500 249,900 259,000 269,900 279,000 284,000 299,500 314,400 339,900 350,000
6/1/2012 $ 5/29/2012 $
123,900 152,000
$ $
54 88
89% 97%
$ $ $ $
$ $ $ $
$ $ $ $ $
Condos in Bella Terra (Closed & Pending From May 1st to June 30th, 2012)
Unfurnished No Unfurnished No Unfurnished No Unfurnished No Partly FurnishedNo Furnished No Turnkey No No No No No No No No E SE E S SE SW NW Landscaped Area Preserve Lake Lake Lake Lake Lake, Lagoon 1320 1320 1160 1160 1320 1242 1160 2005 2007 2005 2006 2006 2005 2005 $ $ $ $ $ $ $ 89,900 90,000 99,900 112,000 119,900 119,900 125,000 5/29/2012 5/17/2012 5/23/2012 5/31/2012 5/14/2012 5/31/2012 $ $ $ $ $ $ 98,000 95,000 97,500 117,000 115,000 125,000 $ $ $ $ $ $ 74 81 84 88 92 107 109% 95% 87% 98% 96% 100%
Pelican Sound is seeing its inventory decreasing as well as steady sales. Inventory is down 4 homes since prior month, plus active is constant with 13 closings and 19 homes either pending or active with contracts since May 2012. It wont be long from now that we will see fall buyers come into the market, so if youre thinking of listing your home in Pelican Sound, now is the time! Why compete with winter inventory when inventory is so low? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Be sure to take advantage of the Coconut
Stat
CS CS P CS CS CS CS P P CS CS CS CS CS CS CS CS
Address
20918 Island Sound Cir 20848 Gleneagles Links Dr E 20867 Gleneagles Links Dr 4621 Turnberry Lake Dr, #203 4670 Turnberry Lake Dr, #205 4650 Turnberry Lake Dr, #102 20840 Hammock Greens Ln, #202 4650 Turnberry Lake Dr, #204 20918 Island Sound Cir, #305 20810 Hammock Greens Ln, #402 4661 Turnberry Lake Dr, #104 4670 Turnberry Lake Dr Sw, #106 20820 Hammock Greens Ln, #206 21481 Pelican Sound Dr, #201 21735 Sound Way, #102 21810 Palmetto Dunes Dr, #201 21230 Pelican Sound Dr, #201
Bed
3 Bed 3 Bed 3 Bed 2 Bed 2 Bed 2 Bed 2 Bed 2 Bed 2 Bed 2 Bed 3 Bed 3 Bed 3 Bed 3 Bed 3 Bed 3+Den 3 Bed
Bath
2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
Half
Furn
0 Partly FurnishedNo 0 Turnkey No 0 Turnkey Yes 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Unfurnished No Furnished No Turnkey No Turnkey No Turnkey No Negotiable No Partly FurnishedNo Turnkey No Turnkey No Turnkey No Negotiable No Partly FurnishedNo Unfurnished No Negotiable No
Pool Spa Exp View SqFt Built List Price Single Family Homes in Pelican Sound (Closed & Pending From May 1st to June 30th, 2012)
No No No NW W SE S NE N SW NE NW SE SW NE SE NE E W W River Landscaped Area Golf Course, Landscaped Area 1450 1762 1770 2001 $ 1999 $ 1998 $ 2000 2011 2000 1999 2000 2001 1998 2000 2000 1999 2000 2000 2001 1998 $ $ $ $ $ $ $ $ $ $ $ $ $ $
List SqFt
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 164 215 239 133 142 146 143 159 153 163 151 158 168 167 198 193 206
Sold Date
6/22/2012 $ 5/2/2012 $
Sold Price
220,000 340,000 $ $
Sold SqFt
151 192
DOM
1 123 338 212 41 1 98 38 134 1 68 1 347 1 127 1 65
%List
92% 90%
Condos in Pelican Sound (Closed & Pending From May 1st to June 30th, 2012)
No No No No No No No No No No No No No No Golf Course, Lake, Water Golf Course, Lake Golf Course, Lake Golf Course Lake Landscaped Area, River, Water Golf Course Golf Course Lake Golf Course Golf Course, Lake, Preserve Golf Course Golf Course, Lake Golf Course, Lake 1382 1300 1300 1382 1250 1300 1300 1450 1450 1450 1669 1759 2170 2170
239,000 379,000 424,000 184,500 184,900 189,900 198,000 199,000 200,000 212,000 219,900 229,900 245,000 279,900 349,500 419,900 449,000
$ $ $ $
$ $ $ $
Rapallo inventory is still down to 48 homes - 12 down from this time last year! Sales were at 7 since May 2012. Pending and active with contract listings were at 11 since May 2012 as well. Why compete with winter inventory when inventory is so low now in Rapallo? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Reach those out-of-town buyers with the Coconut Point Teams sophisticated marketing tools and get seen NOW by fall buyers coming into the market!
Stat
P P P CS P P CS CS CS CS CS CS
$ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $
Address
8590 Via Lungomare Cir, #304 8589 Via Garibaldi Cir 22321 Piazza Doria Ln, #202 8597 Via Garibaldi Cir, #208 8500 Via Lungomare Cir, #201 8701 Piazza Del Lago Cir, #104 8701 Piazza Del Lago Cir, #202 8661 Piazza Del Lago Cir, #206 8517 Via Garibaldi Cir, #102 8661 Piazza Del Lago Cir, #201 8559 Via Lungomare Cir, #101 22317 Punta Del Capo Ct, #103
Bed
2+Den 3 Bed 3 Bed 3 Bed 2+Den 3 Bed 3 Bed 3 Bed 3 Bed 3 Bed 3 Bed 3 Bed
Bath
2 2 2 2 2 2 2 2 2 2 2 2
Half
0 0 0 0 0 0 0 0 0 0 0 0
Furn
Pool
Spa Exp View SqFt Built Rapallo (Closed & Pending From May 1st to June 30th, 2012 )
No No No No No No No No No No No No W W E W E N SW SW S S S E Lake Lake Pond Lake Lake, Pool/Club, Water Feature Lake, Water Feature Lake, Preserve Lake, Preserve, Water Lake, Water, Water Feature Lake, Preserve Lake, Preserve, Wooded Area Lake 1342 1788 1612 1436 1836 1606 1612 1836 1966 1836 2016 1976 2006 2007 2006 2007 2005 2007 2007 2007 2005 2007 2006 2006 $ $ $ $ $ $ $ $ $ $ $ $
List Price
165,000 190,000 199,000 209,000 229,000 235,000 269,820 274,000 275,000 279,900 284,900 375,000 $ $ $ $ $ $ $ $ $ $ $ $
List SqFt
122 106 123 145 124 146 167 149 139 152 141 189
Sold Date
Sold Price
Sold SqFt
DOM
187 235 411 125 97 80 184 88 51 87 91 103
%List
Unfurnished No Unfurnished No Unfurnished No Unfurnished No Unfurnished No Negotiable No Unfurnished No Unfurnished No Partly FurnishedNo Negotiable No Unfurnished No Negotiable No
5/10/2012 $
180,000
125
86%
$ $ $ $ $ $
$ $ $ $ $ $
Sales continue to be strong this summer in Grandezza with 7 pending sales and 6 active with contract listings in June 2012. A total of 11 homes have sold since May 2012. Inventory has increased slightly, giving buyers some fresh listing to see, but sales remain constant. There are no signs indicating that sales will slow down in Grandezza. It wont be long from now that we will see fall buyers come into the market, so if youre thinking of listing your home in Grandezza, now is the time! Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Be sure to take advantage of the Coconut Point Teams sophisticated marketing tools and get seen NOW by fall buyers coming into the market!
Stat
CS
Address
12583 Grandezza Cir 20071 Saraceno Dr 20091 Palermo Lake Ct 12582 Grandezza Cir 20007 Montessa Ct 20082 Buttermere Ct 20064 Buttermere Ct 20163 Buttermere Ct 20078 Markward 20185 Markward Crossing 19825 Markward Crossing 19770 Markward Crossing 20081 Seagrove St, #902 20111 Seagrove St, #606 20060 Seagrove St S, #1806 20290 Calice Ct, #1004 20271 Calice Ct, #2302 20251 Calice Ct, #2502 20130 Seagrove St, #2506 20231 Burnside Pl, #403
Bed
3 Bed 2 Bed 3+Den 3+Den 3 Bed 3+Den 4 Bed 4 Bed 3 Bed 3+Den 4+Den 4 Bed 2 Bed 2+Den 2 Bed 3 Bed 3 Bed 3 Bed 3+Den 3 Bed
Bath
3 2 2 2 2 3 3 3 3 2 4 3 2 2 2 2 2 2 3 2
Half
0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1
Furn
Unfurnished Unfurnished Unfurnished Unfurnished Unfurnished Negotiable Unfurnished Unfurnished Negotiable Unfurnished Unfurnished Unfurnished
Pool Spa Exp View SqFt Built List Price Single Family Homes in Grandezza (Closed & Pending From May 1st to June 30th, 2012)
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes No Yes Yes Yes No Yes Yes Yes Yes No No No No No No No No N E NE S S W W E E E NW SE E E W E E E W E Wooded Area Golf Course Lake Lake Landscaped Area Golf Course, Lake, Water Golf Course Lake, Preserve Golf Course, Landscaped Area Preserve Wooded Area Golf Course, Water Feature, Lake Golf Course Golf Course, Lake Golf Course, Lake Golf Course, Lake Golf Course Golf Course, Lake Golf Course, Lake Golf Course 1878 2029 2483 1975 2225 2539 2553 2509 2676 2299 3483 2870 1490 1540 1727 2150 1647 1647 1967 1767 2005 2003 2005 2005 2005 2003 2004 2001 2006 2006 2006 2001 2004 2003 2003 2004 2002 2001 2002 2004 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 305,000 324,900 345,900 399,900 419,000 460,000 465,000 468,000 534,900 539,900 602,700 719,900 149,900 159,900 179,900 199,000 219,000 229,900 235,000 299,000 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
List SqFt
162 160 139 202 188 181 182 186 199 234 173 250 100 103 104 93 132 139 119 169
Sold Date
6/27/2012 $ 6/15/2012 $ 5/23/2012 $ 6/8/2012 $ 6/29/2012 $ 5/25/2012 $ 5/24/2012 $ 5/18/2012 $ 5/17/2012 6/4/2012 5/4/2012 5/2/2012 $ $ $ $
Sold Price
275,000 331,000 377,500 395,000 425,500 460,000 490,000 650,000 140,000 145,000 160,000 199,000 218,500 212,500 $ $ $ $ $ $ $ $ $ $ $ $ $ $
Sold SqFt
146 133 191 177 169 200 140 226 93 94 92 92 132 108
DOM
1 200 1 66 1 80 211 1 1 67 117 162 60 166 234 575 122 1 108 444
%List
90% 96% 94% 94% 91% 85% 81% 90% 93% 91% 89% 100% 95% 90%
P CS
CS CS P P CS P CS
It wont be long from now that we will see fall buyers come into the market, so if youre thinking of listing your home in the Reserve at Estero, now is the time! Why compete with winter inventory when inventory is so low now? Out-of-town buyers are watching the market and they know that they must buy soon, as things are changing. We are seeing definite signs of a shift that includes lower inventory and increasing prices even in our summertime months! Be sure to take advantage of the Coconut Point Teams sophisticated marketing tools and get seen NOW by fall buyers coming into the market!
Stat
CS P CS CS
CS
CS CS CS CS CS P CS CS P
Condos in Grandezza (Closed & Pending From May 1st to June 30th, 2012)
Unfurnished No Negotiable No Turnkey No Unfurnished No Negotiable No Unfurnished No Partly FurnishedNo Unfurnished No
Address
9060 Astonia Way 9043 Astonia Way 19736 Villa Rosa Loop 9429 La Bianco St
Bed
3 Bed 2+Den 3 Bed 3+Den
Bath
2 2 3 2
Half
0 0 0 1
Furn
Unfurnished Unfurnished Unfurnished Unfurnished
Pool Spa Exp View SqFt Built Homes in Reserve at Estero (Closed & Pending From May 1st to June 30th, 2012 )
No No Yes No No No No No W E S S Landscaped Area Landscaped Area Landscaped Area Landscaped Area 1982 1982 1840 2335 2006 2006 2006 2010 $ $ $ $
List Price
215,000 254,900 278,500 339,900 $ $ $ $
List SqFt
108 128 151 145
Sold Date
6/26/2012 $ 6/1/2012 $ 6/8/2012 $
Sold Price
210,000 262,500 305,000 $ $ $
Sold SqFt
105 142 130
DOM
1 113 110 1
%List
98% 94% 90%
6/29/2012 $ 6/5/2012 $
4879. 4 bedrooms plus den, 3.5 baths, 3-car garage, 3702 sf, 6471 total sf. Long lake, 9th green views and a short stroll to the clubhouse. Tile, in-lays, tray ceilings, miter window, crown molding, custom built-ins, speakers, designer window treatments, crystal chandeliers, 2-HVAC zone units, 2-water heaters. LR with beautiful fireplace, wet-bar and family room with entertainment center. Gourmet kitchen, built-in panel appliances, wall oven, cook top, 42 cabinetry in glaze finish, tile backsplash. Bedrooms all with custom closet cabinetry. Built-in summer kitchen with gas grill, granite counte rtop, built-in gas heated pool/spa and pool bath. Only a small list of the features offered at this incredible price of $1,000,000. Call Michael 239-498-7600.
s Michael Burke. A member of numerous local real estate ducer keeps tabs on the local market by staying intimately uying, Michael brings to the table strong negotiation skills, egrity, and the ambition it takes to achieve 100 percent ered only by his understanding of his clients needs.
he side of suCCess.
2248. Beautiful long lake and golf course views in this 3 bed, 2.5 bath, 2501 sf, 4184 total sf, 2-story home, master suite on 1st floor on a oversized cul-de-sac lot. 2nd floor with bedroom, bath and loft/media room. Tile main living areas, tray ceilings w/crown molding, plantation shutters, blinds, window treatments, 2 HVAC units. Great room with 2-story ceiling, large kitchen, decorative back-splash, pantry, built-in desk and breakfast nook surrounded by windows offering beautiful views. Lanai with built-in pool/spa with glass block surrounding built-in flower bed. Social, Tennis or Golf Memberships available with 3 championship courses and 9 Har-Tru tennis courts. Offered at $515,000. Call Michael 239-498-7600.
4989. PRICED TO SELL this Magnolia model is ideal for golf enthusiasts to enjoy this spacious 3 bed+den, 2.5 bath, 2nd floor loft, 2576 sf, 3515 total sf, single family home in this bundled golfing community w/long lake and 16th fairway views. One of the largest floor plans in Spring Run at The Brooks w/high ceilings, tile in wet areas, formal dining room w/crown molding, great room w/ disappearing sliders to the lanai. Kitchen w/vaulted ceilings and large breakfast nook w/slider entry to lanai and large windows offering water views. Convenient 1st floor master suite, large walk-in closet, private bath and 2nd floor perfect for family/ guests w/2 bedrooms, 1 offering private bath and the other offering appealing window seat. Offered at $365,000. Call Michael 239-498-7600.
9543. 3 Bed+den, 3 bath, 3 car garage, 2916 sf, 5850 total sf Mediterranean inspired Villa. Features up grades throughout w/tile on diagonal, Hickory flooring, faux finish, wide crown molding/base boards, elegant drapery/plantation shutters, miter window, French doors w/transom throughout. Gourmet kitchen, built-in premium appliances, 6-burner gas range top, wall oven/microwave, granite counter-tops, accent backsplash tile, maple cabinets w/crown. Great room w/surround sound, wet-bar, wine cooler, granite counter-top, corner-corner wall sliders. Paver lanai, ideal for entertaining w/full summer kitchen, built-in gas grill, built-in pool/spa offering tranquil water/preserve views. Offered at $1,025,000. Call Michael 239-498-7600.
Mediterra, Naples
1441. Picturesque lake with fountain views from this 3 bed, 2 bath, 2074 sf, 3981 totalsf home. Tile main areas, windows w/transoms, tray ceilings, paver lanai. Kitchen with cherry cabinetry/crown molding, stainless appliances, granite countertops with appealing curved breakfast bar. Room for family and guests offering 3 bedrooms with one that can also be used as a den. Master suite boasts 2 walk-in closets and master bath with his/her vanities, corner tub enclosed in tile and walk-in shower. Formal dining room and living room with wall of sliders opening to the lanai leisure area for that sought after Florida outdoor lifestyle offering a built-in pool/spa and tranquil water views. Offered at $429,000. Call Michael 239-498-7600.
Grandzza, Estero
1192. 2nd floor Coach home, 3 bed+den, 2 bath, 2040 sf, 2465 total sf, designer decorated throughout, hardwood flooring, tile, textured faux paint, accented tile, plantation shutters, designer fixtures/ceiling fans. Striking architectural features w/vaulted ceilings, archways, niches, French doors. 2 guest bedrooms one very large in size doubling perfectly as a media room. Water, golf course, tropical views through a wall of sliders from morning room to the great room opens to the tailed lanai. Quietly located at the end of the street in a private neighborhood of Oak Hammock at Shadow Wood at The Brooks. Offered at $265,000. Call Michael 239-498-7600.
1364. 3 bed+den, 3 bath, 2nd floor Coach home w/picturesque, tranquil lake and golf course views throughout. Tile on diagonal, tray ceilings w/crown, pre-wired for private elevator, electric shutters, surround sound. Kitchen, extended breakfast bar, 42 raised panel cabinets w/crown, granite counter-tops, morning room surrounded by windows offer beautiful sunrises and tiled lanai with sunset views. Spacious great room and media room with tropical lake views. Owners master suite with further tropical water views, private bath and entry to tile lanai. Perfect location in Shadow Wood at The Brooks with the neighborhood offering its own private pool/spa and social room. Offered at $374,900. Call Michael 239-498-7600.
9665 . Relish the beautiful long lake views with sought after southern exposure in this 3 bed+den, 2 bath, 1975 sf, 3554 total sf. Decorated in neutral tones, tile, crown molding, tiered tray ceilings, plantation shutters, and designer window treatments. Kitchen with granite counter-top, cabinetry with crown molding, accent backsplash tile, large pantry and breakfast nook surrounded by bay windows opening to the great room. Great room boasts large niche, surround sound, wall sliding doors with transom above leads out to the lanai with built-in pool/spa. Enjoy the master suite offering yet further views, 2 closets and private bath with his/her vanities, attractive corner tub and large walk-in shower. Offered at $425,000. Call Michael 239-498-7600.
Grandzza, Estero
8852. 3 bed+den, 3/2 bath, 5427 sf, 9050 total sf, estate home blends the Mediterranean and Caribbean tropics boasting custom water-fall rock-style pool/spa and reflection pool. 2 fireplaces, built-ins, travertine flooring, hardwood in library, accent in-lays, faux paint, coffer ceilings, crown molding, garage Tek storage built-ins. Lanai with summer kitchen, fireplace and cathedral ceiling in cypress wood with lake and golf course views beyond. Gourmet kitchen custom cabinetry, built-in appliances, gas cook top, 2 wall ovens, granite tops and butlers pantry. 1st floor master suite, walkin closets, luxurious bath, his/her vanities, marble countertops and shower with tropical atrium beyond. 1st floor guest bedroom w/private bath and 2nd floor with media room, bedroom, bath, wet-bar and balcony. Offered at $1,599,000. Call Michael 239-498-7600.
SW Florida Homes or Call D. Michael Burke, p.a. 239.498.7600 for More Information
7788. Stunning 3 bed, plus large media/bonus room, 3 bath, 3202 sf, 5617 total sf estate home boasts, miter window, variety of coffer ceilings, tankless water system, corner/corner disappearing sliders, tile, crown molding, plantation shutters. Gourmet kitchen, granite tops, built-in appliances, cabinetry with crown molding, curved breakfast bar with sink, and wine lovers, a large cellar! Family room with built-in entertainment center, corner sliders opening to the beautiful paver lanai extends to a 2nd lanai from the living room and custom built-in pool/spa. Master suite, two walk-in closets and tranquil lake views with private entry to lanai. Exquisite master bath, rich cabinetry, granite tops, center tub with chandelier above and double sided walk in shower surrounded in tile. Offered at $899,000. Call Michael 239-498-7600.
8876. Short Sale subject to lenders approval. Single Family home with 3 bed, 2 bath, 1805 sf, 2600 total sf surrounded in lush, mature landscaping in the sought after community of Bonita Bay in the Enclave. Situated on a private lot with spacious lanai. Decorated in neutral tones, tile throughout, window treatments, blinds, central vac system, designer ceiling fans, stainless steel appliances, convection oven. Total of three bedrooms, with one that can be used perfectly as a den. Offered at $200,000 Call Michael 239-498-7600.
1211. Gorgeous never ending views of the Gulf/ Bay and golf course from this 21st floor condo in the exclusive community of The Colony. Secure elevator, private vestibule, tile, carpet, tray ceilings, in this 2 bedroom + den, 2 bath, 1570 sf, 1845 total sf condo. Great room/dining area with wall of sliders lead out to the tile lanai for captivating views with entries to the bedrooms. The Navona Tower at The Colony boasts beautiful grounds with lush landscaping, pool/ spa, fitness room, media, social room and 2-guest suites. Enjoy the included membership of the Bay Club with casual and formal dining offered only to The Colony Residences. Further Golf & Country Club memberships available. Offered at $450,000. Call Michael 239-498-7600.
7128. Enjoy this 2 bed+den, 2 bath, 2000 sf, 3620 total sf home with gorgeous long lake/ private wooded views. Designer decorated throughout in Earth tones throughout w/tile on diagonal, chair railings, accent paint, crown molding, tray ceilings, plantation shutters. Kitchen with granite counter-tops, stainless steel appliances, cabinets with crown finished in a rich deep glaze, backsplash tile. Greatroom with wall of sliders open to the comfortable paver lanai with built-in heated pool/spa. Large master suite, walk-in closet, picturesque water views with private slider entrance to the lanai. Offered at $400,000. Call Michael 239-498-7600.
3509. Gorgeous, custom 4 bed+den, 4.5 bath, 5531under air, 11,312 total sf, 2-story estate home with outstanding architectural features. Accent iron work, French doors, marble floors, crown molding, faux paint, custom builtins, coffered ceilings, 4-new A/c units. Breathtaking views of large lake, 2-story living room, stone fireplace. 1st floor master suite, sitting room, luxurious master bath, vast walk through shower leads to separate his/her bath areas with granite vanities. Gourmet kitchen, custom cabinetry w/crown, granite, backsplash tile, top of the line built-in appliances, wall oven, gas range, sub-zero. Family room zero edge pocket doors open to lanai, built-in kitchen, cabana, pool bath, heated built-in pool/spa surrounded by rod iron fence, landscaping and tropical views. Offer at $1,850,000. Call Michael 239-498-7600.
8686. Lake front, 3 BR + den, 3BA, 3-car garage,2532 sf, 4348 total sf custom home. 18x18 tile on diagonal, double tray ceilings w/crown, plantation shutters , window treatments and vast great room with built-ins. Bring the beautiful Florida outdoors in w/numerous sliding pocket door entries from kitchen, great room and master suite all lead to the lanai w/built-in spa offering tranquil lake views and access to pool bath. Kitchen w/large center island breakfast bar with cooktop, built-in wall oven/microwave and breakfast room. 2-guest bedrooms offering Jack-N-Jill bath and master suite w/vast sitting room offering further lake views, his/ her walk-in closets and private bath. Offered at $424,900. Call Michael 239-498-7600.
4885. Enjoy this turnkey, 1720 sf, 2471 total sf attached end unit villa with 2 bedrooms, 2.5 bath and 2-car attached garage, boasting beautiful tropical sunset views over the lake. Tile in wet areas, vaulted ceiling, window treatments, and large sliding entrances from the breakfast nook and living room to the expansive tile lanai. Guest bedroom offers private bath and vast living room/dining area with wet bar perfect for entertaining. Take advantage of the convenient private neighborhood pool and tennis courts plus all the amenities this beautiful gated golfing community of Wildcat Run has to offer. Offered at $170,000. Call Michael 239-498-7600.
9183. Enjoy the resort lifestyle in the Mediterranean inspired community of Rapallo in this 3 bed, 2 bath, 1436 sf, 1936 total sf 2nd floor end unit. Tile, carpet, window blinds, kitchen cabinets with crown molding, and additional caf eating area. Comfortable living/ dining room with a wall of sliders leading to lanai offering beautiful long lake views. Two guest bedrooms, one doubling perfectly as a den and master suite, 2 closets with one being nice size walk-in. Clubhouse, tennis, fitness, pools, fishing pier, bocce courts and just a short walk or bike ride to the outdoor Coconut Point Mall. Offered at $219,000. Call Michael 239-498-7600.
0273. Enjoy this furnished, 2 bed+den, 2 bath, 1326sf, 1783 total sf, 1st floor Carriage home w/ bundled golf. Kitchen, custom island dining counter w/extra cabinet space, Italian backsplash, convection oven/microwave, corner mounted TV,filtered water system. Casual dining/living room w/chair rails, mirrored wall and lanai w/lake and golf course views. Added features include plexi glass windows, hurricane and electric hurricane lanai shutters, garage w/extra storage cabinets, laundry room w/ cabinets, wiring for stereo system in kitchen, master bedroom. Master bedroom w/built-in window seat and storage, his/her closets and 2 bedrooms for your guests and 1 that can be used perfectly as a den. Offered at $215,000. Call Michael 239-498-7600.
3339. Outstanding features from exteriors pre-cast stone columns to interiors exquisite decorating. Marble floors, crown molding, faux paint, butlers pantry, custom built-ins, pocket doors, coffered ceilings. 2-story living room, fireplace, picture windows, tropical views beyond the open lanai w/summer kitchen and gas heated zero-edge pool/spa to the lake. Marble stairway leads to the loft w/2 bedrooms, private baths/ balconies. Gourmet kitchen, custom cabinetry, granite, stone backsplash tile, built-in paneled appliances, double oven, 6-burner gas stove top. 1st floor master suite, sitting area, luxurious master bath, center jetted tub surrounded by granite/tile. Annual rental, $8K/month. Offered at $1,999,000. Call Michael 239-498-7600.
6758. First floor, 2 bed + den Garden Condo, 1364 sf, 1486 total sf offering beautiful lake views. Redesigned den boasts a custom bar, mirror ideal for entertaining! Large kitchen with, breakfast bar, morning room and great room offering wall of sliders to the tile lanai with electric shutters. Central A/C in June of 2009 and new digital thermostat/ humidistat in Nov of 2011. Master suite offers two closets and private sliding entrance to lanai. Great amenities. The Harbour Club & Spa, lagoon pool/ spa, boathouse, sunning beach, picnic island, fitness, 6 tennis courts, 3 cabana pools, bocce ball courts and a Bronze membership to the Brooks Commons Town Center and only minutes to Bonita Beaches. Offered at $198,000. Call Michael 239-498-7600.
3 Tablespoons Borax 3 Tablespoons Washing Soda 2 Tablespoons Dawn Dish soap In gallon jug, combine ingredients with 4 cups hot water, swish until all ingredients are dissolved. Fill bottle with tap water. Use 1 cup per load.
Brilliant Ideas!
Continued from page 1 pictures of your home are beautiful and professionallooking. A picture that has shadows, unclear focus or a crooked will not only show your house in a poor light, but will turn off a potential buyer very quickly. A professional photographer will know how to show your home in the best, most attractive light possible. If you agent is not using professional photography, chances are they will be lacking in other key areas as well. Reviewing historical sales data about your neighborhood. Your agent should have a good understanding as to what sold in your neighborhood last season, last summer, and whats selling right now. If youve got the right agent for the job, he/she wouldve been regularly monitoring your neighborhood before you made the hire! This will enable him/her to correctly assess inventory expectations and the competition. Encouraging you to leave your home on the market
this summer. A good agent will know that summertime in Southwest Florida is a prime opportunity to sell your home. Less inventory means less competition, plus he/she knows that inventory is needed for summer and fall buyers. Marketing your home aggressively via online and direct marketing tools. If you only have a sign in your yard and an entry on the Multiple Listing Service, you are in trouble. It takes much more than that to sell your home. Those agents who do not have the skills or resources to market you home using online and direct marketing tools, unfortunately, will not get your home sold. If your agent has not presented you with tools like email marketing, optimized websites, social media, video, exclusive publications and direct mail to market your home to out-of-town buyers, you need to find a new agent now. Representing you. Representing the client is a very important role for a Realtor. Top producing real estate agents give consistent updates, advise you on expert contract negotiating tactics; help you with inspections
and contingencies; and make sure all the necessary paperwork is in order to ensure a successful closing. This representation should not end or decrease during the socalled off-season. If it does, find a new agent. Doing whatever it takes to sell your home this summer. Your agent should be giving you every suggestion and/ or idea to get your home sold. Whether its ways to clear out clutter, update landscaping, or invest in some staging solutions, your agent should be 100% engaged and working with you to give your home the edge over the competition this summer. You can sell your home this summer, but the key to doing so is to have a qualified and experienced agent who will price your home right and understands how to target those out-of-town buyers now by utilizing the best marketing tools and resources available. Find this agent and youll get that home sold this summer.
Michaels constant companions. If you see us out and about... please stop us and say hello!
Harvey comes to work every day at Replacements, Ltd. business. Conklin adds pet owners must be sensitive to the fact some people have allergies or may be fearful of animals. Likewise, other employees should not be permitted to aggravate or intimidate pets. We've seen many instances where employees actually got to know each other better through their pets. I do think it means a great deal to us here - it's hard not to smile when you're greeted by a wagging tail and friendly face!
For information about this weeks pets, call 533-7387 (LEE-PETS) or log on to Animal Services website at www.LeeLostPets.com. When calling, please refer to the animals ID number. The website updates every hour so you will be able to see if these or any other pets are still available. Name: Vinny ID #: 538851 Breed: Bloodhound Sex Male Age: 7 years old Color: Black & Tan Comments: I have a very sweet disposition and Im very good around other dogs. When I came to Animal Services I had been severely attacked by another dog. I had several surgeries to repair my mouth. The veterinarian at Animal Services did such a good job you cant even tell. I am ready to find my forever home now. I have lots and lots of love to give. Adoption Fee: $10 (regularly $75) during Animal Services Red, White or Blue Adoption Promotion Name: Cat Stevens ID #: 530418 Breed: Domestic Short Hair Sex Neutered Male Age: 3 years old Color: Gray Tabby Comments: Im a cool cat who will make a really cool companion. Ive been at the shelter since March so it would be great if I could find my forever home soon. Im quiet and easy going and would fit in with a single or multi pet household. While youre away I can entertain myself with toys or just take a power nap. When you get home Ill be your lap cat. Adoption Fee: $35 during Animal Services Friends & Family Adoption Promotion plus cats and kittens are 2 for 1.
Featured Pets
239-948-1147
McClain Home Inspection, LLC
Home Inspections from $199.00 Home Watch Service from $20.00/mo. Web Site: www.grmcclain.com E-mail: glenn@grmcclain.com Certified Home Inspector
Art Walk: (Bonita springs) July 26/Aug 30 5-7pm. Evening of art and entertainment in the center courtyard in The Promenade. Germain Arena: (estero) For info, shows call (239) 948-7825 or visit www. GermainArena.com. Coconut Point Mall: (estero) Live entertainment located at Plaza Del Lago Dr. patio. Ft Myers Beach: (Ft Myers) July 4th. 10am Parade up Estero Blvd. Fireworks begain after sunset. Hammond stadium: (Ft Myers) July/Aug, Miracle Baseball for tickets and schedule call 239 768-4210, or visit www.miraclebaseball.com
Historic old Naples Walking Tours: (Naples) July/Aug, Tues & Thurs 1:00-4:00pm. Walk along and listen to the history of Naples in the late 19th century. www.napleshistoricalsociety.org/third-street.htm.
Third street Farmers Market: (Naples) Saturdays in July/Aug 7:3011:30am. Located 1220 3rd St S. parking behind Tommy Bahamas. 239-4346533. Third Thursday on Third: (Naples) July/Aug, 6:30-9:30pm. Music and entertainment in the courtyards and plazas of Third St Philharmonic Center: (Naples) 5833 Pelican Bay. For more information and current shows visit www.philtickets.org/tickets/index.aspx or call (239) 597-1900.
Elegant
(239) 734-0100
L andscape L ighting
www.ElegantLandscapeLighting.com
Chris Wood ChrisWood2@ComCast.net
Collier liCense: 032881 lee liCense 0608172
Featured Columnist
This column is produced by the Financial Planning Association and provided by Al Procaccino, a member of FPA and Certified Financial Planner with Castle Financial.
(800) 226-4663 TOLL FREE (239) 939-7983 TEL (239) 939-5721 FAX 5607 8Th STREET WEST, LEhigh AcRES, FL 33971
Algorithm Strategy
The Castle Algorithm implements a quantitative process that combines a long strategy when the Algorithm is positive and a short setup if the Algorithm turns negative. The Algorithm seeks capital appreciation regardless of the directions of the financial markets.
The Long Strategy uses the Powershares (QQQ) or the Nasdaq 100 tracking index. The Short strategy uses the Proshares UltraShort 2x S&P 500 ETF (SDS).
Annual Returns
Key Benefits
Exchange-traded funds, commonly called ETFs, are index funds that track many different market indexes which trade like stocks. ETFs offer tax advantages to investors and index funds tend to realize lower capital gains than actively managed mutual funds. Due to the passive nature of indexed strategies, the internal expenses on most ETFs are significantly lower than mutual funds. ETF purchases are free of broker loans. Both ETFs (QQQ & SDS) are highly liquid securities.
The Hedge Fund Index is represented by the Hennessee Long/Short Equity Hedge Index. The S&P 500 Index is a market cap-weighted index that measure the performance of domestic large-cap stocks and cannot be owned directly. Castle Algorithm returns are back-tested and includes a maximum fee of 2%.
-20.99% 51.78%
-8.15% 9.68%
-36.91% 33%
-16.44% 10.11%
The chart below depicts a buy and hold strategy from January 3, 2000 until December 30, 2011, with a return of 13.58% for the S&P 500.
Salient Statistics
Call 239-947-9255 to register for upComing webinars, seminars at the Colony in bonita springs or private Consultations
Important Disclosure Information
Castle Financial & Retirement Planning Associates, Inc. (Castle) hypothetical portfolio results represent results for a back-tested model portfolio (the Portfolio) during the corresponding time period. The performance results reflect the deduction of transaction fees (transaction fees will differ depending upon broker-dealer/custodian) and Castles highest annual investment management fee of 2.00%. The performance results do not reflect the reinvestment of dividends and other account earnings. The Portfolio is based upon a proprietary Castle Algorithm that will generally either go long the equity market by purchasing the QQQ (PowerShares) and/or short the equity market by purchasing SDS (ProShares UltraShort S&P500) or all cash (money market funds). Please Note: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, equal the performance results reflected, or equal the corresponding historical benchmark index (S&P 500 Composite Index - S&P; L/S Equity Hedge Fund Index-L/S). The historical index performance results for the S&P does not reflect the deduction of transaction and custodial charges, or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. The historical performance results for the S&P is provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the Portfolio meets his/her investment objective(s). The S&P is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poors chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The Hennessee Long/Short Equity Hedge Index (L/S) includes hedge funds that invest primarily in U.S. domestic stocks that the portfolio manager believes will appreciate in value and will short stocks that the portfolio manager believes will depreciate in value. L/S includes funds from the following sub-sectors: financial equities, growth, healthcare and biotech, opportunistic, market neutral, media and telecom, short biased, technology and value. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) It should not be assumed that account holdings will correspond directly to any such comparative benchmark index; and, (3) comparative indices may be more or less volatile than the Portfolio. (4) The back-test track record is based on opening prices and actual trades may or may not be executed at the opening prices. (5) Performance is based on shorting the SPY. However, Castle will use Proshares Ultra Short S & P 500, symbol SDS, which was not available until 2006 and Castle utilizes SDS for trading volume and liquidity. (6) The track record is based on going 100% long the QQQ or 100% short the SPY at the opening or all cash. However, Castle at times may execute positions that are less than 100% short and less than 100% long. In addition, there may be times when there is overlap with the QQQ and SDS or all cash. (7) Castle will use discretion when picking entry points to invest new money. (8) The strategy may be modified at anytime without any notice. (9) Even if the model functions as anticipated, it cannot account for all factors that may influence prices of the investments or counter-party risk. Please Also Note: Hypothetical Limitations Portfolio results reflected are hypothetical, back-tested results, that were achieved by means of the retroactive application of a back-tested portfolio and, as such, the corresponding results have inherent limitations, including: (a) the Portfolio results do not reflect the results of actual trading using investor assets, but were achieved by means of the retroactive application of the Algorithm, certain aspects of which may have been designed with the benefit of hindsight; (b) back tested performance may not reflect the impact that any material market or economic factors might have had on the advisers use of the Portfolio if the Portfolio had been used during the period to actually mange investor assets; and, (c) Castle clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the Portfolio. The charts, tables, and graphs contained in this document are not intended to be used to assist in determining which securities to buy or sell or when to buy or sell securities. In the event that there has been a change in a clients investment objectives or financial situation, the client is encouraged to advise Castle immediately. Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised or undertaken by Castle) will be either suitable or profitable for a clients or prospective clients portfolio. Information pertaining to Castles investment advisory operations, services, and fees is set forth in Castles current written disclosure statement, a copy of which is available from Castle upon request. Important Legal Information: This material has been prepared by Castle on the basis of publically available information. Castle has not sought to independently verify information obtained from public and third party sources and makes no representations or warranties as to accuracy, completeness or reliability of such information. All opinions and views are subject to change at any time without notice and with no obligation to update. This material is for informational and illustrative purposes only, does not constitute research and is intended solely for the information of those to whom it is distributed by Castle. No part of this material may be reproduced, retransmitted or modified in any manner without the prior written permission of Castle.