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Annual Real Estate Review

Mr. and Mrs. Client,

Your home value has likely risen significantly in recent years. I am seeing clients have been able to sell their homes, purchase new ones, put down more money, and reduce their monthly mortgage payments. They get more homes for less money.

As your real estate advisor, I'd love to schedule a review and share valuable data and updates. In the review, we'll talk through market stats; appreciation nationally and regionally; and complete an analysis of your home to evaluate what offers the market would bear to help gauge your valuation.

Looking forward to connecting.

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The Value of a Real Estate Review

* Begin by letting your clients know the importance of an annual real estate review on their financial health and that this is a huge, free service you are providing.

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National Real Estate Market Stats

* Review the Year-to-Date National Real Estate Market Statistics, emphasizing the increase in housing prices and low housing inventory reports. Include national absorption rates by price range to highlight the fast pace of home sales.

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📰 Home prices are expected to continue to rise

* Include news articles showcasing the increasing trend of housing prices, anticipated future hikes, and reasons why selling now is ideal.

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Local Real Estate Market Stats

* After reviewing the National Real Estate Market Statistics, proceed with reviewing the Year-to-Date Local Real Estate Market Statistics (State, Province, County, City, or Town) and again emphasizing the increase in housing prices and low housing inventory reports. Include local absorption rates by price range to highlight the fast pace of home sales.

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Neighborhood Real Estate Market Stats

* After reviewing the statistics for the national and local real estate markets, proceed with reviewing the year-to-date statistics for the specific neighborhood.

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Market or Neighborhood Analysis

* Based on the Neighborhood Real Estate Market Statistics above, come up with a comprehensive Market or Neighborhood Analysis.

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Comparative Market Analysis

* Provide a Comparative Market Analysis that estimates a property's value based on comparable properties in the neighborhood that were recently sold, currently listed for sale, or in contract.

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Online Property Values

* Additionally, provide the online value of their property on websites such as Zillow and Redfin.

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Selling Options

* Provide the options your clients would have when it comes to the time they consider selling.

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Schedule Your Review

* Add the link for your online appointment scheduling calendar.

Congratulations on the appreciation of your home. That's wonderful news!

Please don't hesitate to reach out to me if you have any questions after reviewing this information. I look forward to speaking with you soon.