summers offering memorandum v12 - on market (mls) · information contained herein is deemed...

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY

Offering Summary

July 2018




SUMMERS WINERY

Offered at $12,475,000

SummersEstateWinesisafamily-ownedandoperatedwineryandtastingroomwhereguestshavebeenwelcomedasfamilymemberssince1996.ThefruitfortheirestatewinesissourcedfromtheSummers’vineyardsonTubbsLane(CalistogaAppellation-NapaCounty)andtheirhomeranchinKnightsValley(KnightsValleyAppellation).Theseapproximately50acresofestatevineyardsconsistentlyproduceapproximately10,000casesofestatewinesonanannualbasis.SummersproducesabroadofferingofwinesincludingaNapaValleyEstateZinfandel,AlexanderValleyReserveChardonnay,NapaValleyEstateCharbono,aCalistoga-NapaValleyCabernetSauvignon,aKnightsValleyCabernetSauvignon,andaCalistoga-NapaValleyReserveCabernetSauvignon.Insmallerquantities,SummersproducesaRoséofCharbono,KnightsValleyPetiteSirah,KnightsValleyReserveMerlot,aswellasMuscatCanelli.SummersisknownasoneofthefewCaliforniaproducersofCharbono,anItaliangrapevarietalthat’sbeentracedtobothsouthwesternFranceandnorthernItaly.SomeexpertsbelievethatthisvarietyisacloserelativetotheDolcettovariety.Thevinebearslargeberriesthatareusedtomakeadarkredwinethat,whensubjectedtoextendedskincontactduringfermentation,isfulloffruitflavorwithsoft,roundtannins.Producingjust1,300casesofCharbonoannually,SummersholdsthetitleasAmerica’slargestproducerofthelittle-knownvarietal.




SUMMERS WINERY OFFERING SUMMARY

Address:1171TubbsLane.Calistoga,CAAPN:017-160-015-000ParcelSize:Approximate25.3+/-acres�Zoning:AP(AgriculturalPreserve)Appellation:CalistogaAVABuildings

• Winery:4,745+/-SquareFeet• Currentspacefor900barrels.Plannedincreaseto1,200barrels• Currentfermentationtankcapacity:55,000gallons• Housebuilding(futuretastingroom)2,288+/-squarefeet• Crushpad• Currentwinerycapacity:approximately40,000gallons

Vineyards

• 21.22+/-totalacres• CabernetSauvignon:16.32+/-acres• Charbono:3.3+/-acres• Zinfandel:0.7+/-acres• Merlot:0.50+/-acres�• PetitVerdot:0.40acres

WineryPermitting

• Countyapprovedexpansionto100,000gallons(approximately42,000cases)• 20,000gallonwinegrapesourceexemption(upto40,000gallonscanbenon-Napa)• Some building and site improvements necessary to achieve fully approved capacity of

100,000gallonsperyear• Somebuildingpermitapplicationshavebeensubmitted

Hospitality• Toursandtastingsbypriorappointment




• 20visitorsallowedperday• 8foodandwineeventsperyear,withupto30attendeesperevent

Infrastructure• Water:Privatewell• Gas:Propane• Wineryseptic:6800gallontank,3,500l.f.• Domesticseptic:2500gallontank,800l.f.

IncludedintheSale

• Realproperty• Wineryusepermit• Allwineryproductionandfarmingequipment

Notincludedinthesalebutavailableforpurchase

• Wineinventory• Brand• Barrelinventory• KnightsValley,Sonomavineyard




SUMMERS WINERY VARIETAL DATA

Block#

DatePlanted

RootStock

Supplier Variety Clone Spacing Trellis #Vines

Acres #Rows

1,A 2006,

2008110-14 Sunridge

NurseriesPetiteVerdot

400 7x10 OpenLyre 245 0.4 9

1,B 1998 110-R Sonoma

GrapevinesCabernetSauv

Montelena 7x10 OpenLyre 921 1.42 24

2 1997 110-R Sonoma


Pecota337 7x10 OpenLyre 2128 3.4 28

3,A 2012 101-14 Herrick


412 7x10 OpenLyre 729 1.1 9

3,B 2004 101-14 Novavine

NurseriesCharbono 8 7x10 5wires 1300 2.1 20

3,C 1970? St.

GeorgeNA Charbono NA 8x10 3wires 650 1.2 13

4,A 1997 110-R Sonoma

GrapevinesMerlot KVB-5 10x7 1OpenLyre,2-

3wires313 0.5 31

4,B 1997 110-R Sonoma


MontelenaKVB-7

10x7 OpenLyre 3700 5.8 3

5,A 2012 101-14 Novavine

NurseriesCabernetSauv

15 7x10 OpenLyre 1820 3.1 26

5,B Old

1970?OldSt.George

NA Zinfandel 1A 8x10 3wires 444 0.7 6

6 1988 110-R Sonoma


MontelenaKVB-7

7x10 OpenLyre 944 1.5 32

TOTAL 13194 21.22 201




SUMMERS WINERY VINEYARD PRODUCTION

Block# 2011 2012 2013 2014 2015 2016 2017

Tons Tons Tons Tons Tons Tons Tons

1,A 1.6 2.17 1.84 2.23 1.29 1.76 1.24

1,B 6.2 5.85 3.76 4.9 3 3.51 2.84

2 19.75 17.5 15.81 16.5 12.8 13.66 11.01

3,A

2.3 2.49 3.42 2.76

3,B 8.71 12.35 10.34 11.72 5.14 6.27 7.51

3,C 3.51 5.56 5 6.39 4.35 5.01 4.19

4,A 0.55 0.61 0.62 0.72 0.54 0.38 0.47

4,B 20 28.78 29.21 29.6 18.61 17.72 16.75

5,A

1.66 3.9 5.8 5.82

5,B 3.45 3 4.76 3.33 3.35 3.5 3.46

6 7.3 8.13 7.32 6.8 4.25 4.06 4.69

TOTAL 71.07 83.95 88.66 86.15 59.72 65.09 60.74




SUMMERS WINERY VINEYARD BLOCK MAP




SUMMERS WINERY VARIETAL MAP




SUMMERS WINERY WINE INFORMATION RETAILPRICING

2014ReserveChardonnay:$32.002014VillaAdrianaCharbono:$34.002013KnightsValleyMerlot:$45.002013KnightsValleyPetiteSirah:$50.002013KnightsValleyMalbec(limited):$65.002014KnightsValleyCabernetFranc:$65.002014“TwoAcre”Zinfandel:$45.002012CalistogaCabernetSauvignon:$50.002013CheckmateCabernet(limited):$160.002014MuscatCanelli:$23.00

RECENTWINERYPRODUCTION

201313,925cases201413,025cases201517,560cases

RECENTWINEREVIEWS

RobertParkerDecember20162014CabernetSauvignonEstate:92points2014CabernetSauvignonReserve:92points2014ProprietaryRedCheckmate:93pointsNoneofthese2014sareyetinbottle.The2014CabernetSauvignonEstateshowsplentyoffinesseandeleganceforanorthern-endCabernetfromCalistoga.Loadsofblueandblackfruits,licorice,forestfloorandspiceareallpresentinthismediumtofull-bodiedwinethatexhibitsplentyofpurefruit,realattractiveexuberanceandsuppleness.Drinkitoverthenext10-12years.The2014CabernetSauvignonReservehasabeautifulnoseofblackberriesandraspberrieswithahintofbluefruits.Thetanninsareslightlymorenoticeable,asisthewood.Thisisamediumtofull-bodied,attractivewinethatIactuallylikenomorethantheentry-levelCabernet.Perhapsmorewilldevelopwithbottleage,butitiscertainlyhigh-class,justnotmuchbetterthantheirbasiccuvee.Lastly,the2014ProprietaryRedCheckmateisablendof90%CabernetSauvignonandtherestPetitVerdot,MerlotandCabernetFranc.Thisisdefinitelythestaroftheshow,eventhoughitiseasilythemostexpensiveofthethree.Suppletexture,loadsofblue,redandblackfruits,licorice,incenseandflowerynotesareallpresentinthisfull-bodied,opulent,classic2014todrinkoverthenext15orsoyears.




SUMMERS WINERY AERIAL MAP




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SUMMERS WINERY NEIGHBORING WINERY MAP




SUMMERS WINERY PLAT MAP




SUMMERS WINERY SOILS CLASSIFICATION

Map Symbol (entire vineyard area): 103 Bale Loam, 0% to 2% slopes. [No Napa County erosion control plan required for replanting.]

Source: Natural Resources Conservation District; on-line mapping service




SUMMERS WINERY NAPA VALLEY AVA MAP




SUMMERS WINERY CALISTOGA AVA

LyingbetweentheMayacamasRangeonthewestandtheVacaRangeontheeast,theCalistogaAVA(AmericanViticulturalArea)liesatthenorthernmostendoftheNapaValley.FromthefootofMountSt.Helena,theappellationstretchesapproximatelysevensquaremilesbeforebrushingagainsttheStHelena,DiamondMountainandHowellMountainAVAs.Adramaticlandscapewithbothsteepcanyonvineyardsandserenevalleyfloorvineyards,theCalistogaAVAisthemostgeologicallyuniformofalltheareasinNapaValley.Summerdaytimetemperaturesfrequentlyreach100degrees,butcandropbyasmuchas50degreesatnight.Thesetemperatureswings,alongwiththewell-drainedvolcanicsoils,producegrapeswithboththephenolicripenessandbalancingaciditythatconsumerscrave.TheentiretyoftheCalistogaAVAisunderlainbyvolcanicbedrockandsedimentsmoregeologicallyuniformthanotherNapaValleyAVAswithvalleyfloorenvironments.Uniformsoilsthroughouttheregionenablegrowerstocontrolvinequalityandproduceconsistentflavorsandcharacterswithinsmallvineyardblockareasmuchbetter.OfallthesoilseriesinNapaValley,CalistogaAVAhasthehighestpercentageofvolcanictypesoils,whichyieldmoremineralsthatgrapesneedandallowforbetterdrainagewhichisbetterforrootdevelopment.Inaddition,CalistogaAVAhasthemostextremediurnalswinginNapaValleyofallAVAs,meaningthedaytimeandnighttimechangeintempsisverylarge.Havingalargediurnalshiftmeansthegrapescanrelaxandrespireatnightafterawarmday,allowingformoreacidretention;betterovernightrecovery,thusbetterbalancedwines.




SUMMERS WINERY EXCLUSIVE REPRESENTATION

CydGreerBrokerandLuxurySpecialist

ColdwellBankerBrokersoftheValleyMobile:707-322-6825CalBRE:#:01390876

[email protected]

RichardBrockmeyerBroker

Mobile:707-479-5406CalBRE:#:[email protected]

www.vineyardwinepro.com

summers offering memorandum v12 - on market (mls) · information contained herein is deemed...

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