summers offering memorandum v13 - on market (mls)...reserve chardonnay, napa valley estate charbono,...

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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 November 2018

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Page 1: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

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

November 2018

Page 2: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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.

Page 3: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

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

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

Page 4: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

• 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

Page 5: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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

GrapevinesCabernetSauv

Pecota337 7x10 OpenLyre 2128 3.4 28

3,A 2012 101-14 Herrick

GrapevinesCabernetSauv

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

GrapevinesCabernetSauv

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

GrapevinesCabernetSauv

MontelenaKVB-7

7x10 OpenLyre 944 1.5 32

TOTAL 13194 21.22 201

Page 6: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY VINEYARD PRODUCTION

Block# 2011 2012 2013 2014 2015 2016 2017 2018

Tons Tons Tons Tons Tons Tons Tons Tons

1,A 1.6 2.17 1.84 2.23 1.29 1.76 1.24 2.94

1,B 6.2 5.85 3.76 4.9 3 3.51 2.84 6.97

2 19.75 17.5 15.81 16.5 12.8 13.66 11.01 19.82

3,A

2.3 2.49 3.42 2.76 4.91

3,B 8.71 12.35 10.34 11.72 5.14 6.27 7.51 10.19

3,C 3.51 5.56 5 6.39 4.35 5.01 4.19 6.59

4,A 0.55 0.61 0.62 0.72 0.54 0.38 0.47 0.88

4,B 20 28.78 29.21 29.6 18.61 17.72 16.75 29.48

5,A

1.66 3.9 5.8 5.82 12.23

5,B 3.45 3 4.76 3.33 3.35 3.5 3.46 5.02

6 7.3 8.13 7.32 6.8 4.25 4.06 4.69 5.35

TOTAL 71.07 83.95 88.66 86.15 59.72 65.09 60.74 104.38

Page 7: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY VINEYARD BLOCK MAP

Page 8: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY VARIETAL MAP

Page 9: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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.

Page 10: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY AERIAL MAP

Page 11: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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SUMMERS WINERY NEIGHBORING WINERY MAP

Page 12: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY PLAT MAP

Page 13: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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

Page 14: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY NAPA VALLEY AVA MAP

Page 15: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

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.

Page 16: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

Page 17: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

Page 18: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

Page 19: Summers Offering Memorandum v13 - On Market (MLS)...Reserve Chardonnay, Napa Valley Estate Charbono, a Calistoga-Napa Valley Cabernet Sauvignon, a Knights ... Zoning: AP (Agricultural

www.SummersWineryNapaValley.com

Information contained herein is deemed reliable but is not guaranteed,

has not been verified, and is subject to change.

SUMMERS WINERY EXCLUSIVE REPRESENTATION

CydGreerBrokerandLuxurySpecialist

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

[email protected]

RichardBrockmeyerBroker

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

www.vineyardwinepro.com