summers offering memorandum v13 - on market (mls)...reserve chardonnay, napa valley estate charbono,...
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has not been verified, and is subject to change.
SUMMERS WINERY
Offering Summary
November 2018
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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.
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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
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• 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
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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
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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
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SUMMERS WINERY VINEYARD BLOCK MAP
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SUMMERS WINERY VARIETAL MAP
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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.
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Information contained herein is deemed reliable but is not guaranteed,
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SUMMERS WINERY AERIAL MAP
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SUMMERS WINERY NEIGHBORING WINERY MAP
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SUMMERS WINERY PLAT MAP
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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
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SUMMERS WINERY NAPA VALLEY AVA MAP
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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.
www.SummersWineryNapaValley.com
Information contained herein is deemed reliable but is not guaranteed,
has not been verified, and is subject to change.
www.SummersWineryNapaValley.com
Information contained herein is deemed reliable but is not guaranteed,
has not been verified, and is subject to change.
www.SummersWineryNapaValley.com
Information contained herein is deemed reliable but is not guaranteed,
has not been verified, and is subject to change.
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
RichardBrockmeyerBroker
Mobile:707-479-5406CalBRE:#:[email protected]
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