Annual Report 2024 | The Horswell Collection

Each year, The Horswell Collection at Windermere Realty Trust offers an annual report summarizing the activities of the practice. This year's theme, "for the client," exemplifies the values that Richard places on relationships with his clients and the community.

2023-24 ANNUAL REPORT

for the client . . .

OVERVIEW

With 20 years of advisory service within the industry sphere, I combine my work within real estate, mortgage, and title/escrow to provide an exceptional experience for buyers and sellers . My expertise in high-impact marketing, technical/trans- actional excellence, and negotiation savvy has pro- pelled me to become a respected ally for my clients in addition to consulting with top producers with an annual combined sales volume of $2-3 billion. I apply that brain trust in navigating every nuance of client transactions as your advocate. Welcome to The Horswell Collection™ . . . I’ve spent two decades designing and building a platform with one simple phrase in mind, “for the client . . .” Over the last year, I’ve used it as the barometer for client care and as a reason why I’ve been so passionate about building a solid framework to achieve that goal. Thank you for the opportunity to work with you this last year. My clients and working within the community to create a better place remain at the center of my real estate practice. Richard Horswell Broker & Principal Creative Executive ”

Richard has always been actively involved with the professional trade association of each business sector throughout his career. Believing clients benefit from his knowledge of the market, economy, and in the regulatory space, he can synthesize key information points easily to navigate the real estate sphere with ease. In this particular meeting, Windermere President OB Jacobi summarizes recent develop- ments with the National Association of REALTORS®.

Everyone asks “what’s with the chair?” It was located in the window for sale at The Heights Antiques next door to his office. Pictured with his photographer Cameron Perkins, it symbolizes Richard’s creative thought process and unconventional marketing strategies.

The Horswell Collection™ richard@windermere.com 503.752.1345

RICHARDHORSWELL.COM

YEAR IN REVIEW

for the client . . .

Having spent 20 years within the mortgage and title/escrow professions and serving as an industry convention chair for three years, lecturer and advisor for best practices in marketing, and as an educator and consumer advocate by training brokers to be ready for new regulations, the last 365 days have been truly exciting to test and prove my theories as a licensed real estate broker. “For the client . . .” comes from a genuine desire to solve a puzzle. At the end of the day, Realtors® provide solutions while being adept counsel to the complexity of human and market dynamics. No matter the price or type of property, the joy a real estate professional receives from helping a client reach a goal is unmatched. My real estate practice is fundamentally built with a different structure than most due to the relationships I’ve built within the industry and associated sectors. Just as a seasoned conductor whirls the baton to create balance of symphonic perfection, I strive to excel in bringing all parties and vendors together for successful transactions. I contend that the artform of practicing real estate is on par with a brush stroke from Monet - and have relished sitting in an office with a tribe of top-producing artisans and being associat- ed with a company of brokers who are at the pinnacle of their professions. The environment of collaboration and learning is enduring at Windermere Realty Trust - and that is the reason why I made only one phone call out of hundreds of possibili- ties and have the fortune to sit in a storied location that by all accounts has launched the careers of the most notable talent in Portland’s real estate world. Thank you for the opportunity to serve you as a resource!

Richard’s first listing was a 100+ year old bungalow in North Portland that required complex technical and nego- tiation talent.

To celebrate the closing, WFG Oregon’s Executive Vice-President Kris Taylor provided guidance during the signing.

Recognition of the team dynamic is particularly important to The Horswell Collection. Acknowledging the earned talent of the team is part of our story.

RICHARDHORSWELL.COM

REACH

Richard is constantly evolving through natural dialogue with peers in Oregon, throughout the United States and beyond. He enjoys sharing best practices and learning about strategies from top-producing peers in major markets to adapt for use at any pricepoint in the regional marketplace. Collaboration with other thought leaders provides inspiration to offer the best possible outcome to the client. Part of that com- mitment is sharing information with both the industry and con- sumer. He is also a contributor to Inman [the industry’s leading news source] and was a former steering committee member of its Luxury Connect Real Estate Conference. Here are three established well-regarded information platforms that Richard created:

Richard at The Phillips Collection in Washington DC observing an Alexander Calder. Advising clients on resources such as collection management and other profes- sional services is an integral part of his practice.

INSIDER’S GUIDE TO THE CITY OF ROSES For 30 years, this Guide morphs quarterly to include new restaurants, events, galleries, and points of interest. Richard first created the Guide with more popular use of the web in 1994 at the Internet company he co-founded and successfully sold, Europa Communications. He personally reviews new ideas to give the Guide a flair for the current while offering a twist to old favorites. Audience: International + Visitors and PDXers

International real estate HGTV “Selling LA” celebrity Christophe Choo, who defined the art of storytelling in social channels, was featured in Richard’s magazine, REGENCY. Richard maintains rela- tionships with top-producing peers across the US and Internationally.

Online at: https://issuu.com/thehorswellcollection/docs/2023-thc-insidersguide

REGENCY MAGAZINE The curated biannual journal of inspired innovation in real estate & lifestyles premiered in February 2024 for a discerning population segment of pio- neers, seekers, wanderers, creators and leaders. An International audience estimated at 25,000 enjoys a forum guided by The Horswell Collec- tion’s Advisory Council to discover additional ways to maximize lifestyle where skies present no limit. Audience: International

Online at: https://issuu.com/thehorswellcollection/docs/regency

Pictured at the gate of Roanoke Point on Mercer Island. The estate was the first cover feature when he was publisher of Premiere Homes & Lifestyles magazine. Richard regularly conducts site visits to markets beyond Portland to review banner properties and conference with top real estate talent.

THE PRIVATE CLIENT STANDARD Richard’s blog offers insight for working within the ultra-high net worth category. Online at: privateclientstandard.blogspot.com

RICHARDHORSWELL.COM

COMPANY

Long before I considered becoming a licensed REALTOR®, I’ve always had a distinct fondness for the Windermere Real Estate brand. It’s elegance, stature, and people attracted me at first, but the environment of integrity, honesty, continual learning, and best-in-class technology were the extra benefits that have overflowed within the collaborative nature of each person who aligns themselves with our instantly recognizable brand. It was only fitting that I’ve been there for many of the company’s milestones including the January 2018 event to celebrate Realty Trust Group merging their talent to create Windermere Realty Trust in the Metropolitan Portland and Oregon Coast markets. With over 300 offices and 7,000 agents in the Western United States and Mexico, the Seattle-based company was founded by John Jacobi in 1972. Today, OB Jacobi, Jill Jacobi Wood, and Geoff Wood are co-presidents with Geoff acting as CEO. Personally, Windermere’s story is compelling as is its com- mitment to community. My family’s philanthropic dedication amplified the Windermere Foundation’s importance as a key factor in my decision to affiliate with the company as a relevant, forward-thinking corporate leader in supporting organizations I have been aligned with in the long-term like Bridge Meadows. I admire Windermere’s commitment to their agents which means an additional layer of sophistication in representation for the client. Prior to joining the firm, I was required to participate in a boutique multiweek learning module called Rapid Start as a new licensee. This not only provided an Ivy League level of en- hanced training but also a superior framework on how to further navigate the landscape with ease. In addition, my managing principal broker Joe Menashe is a savvy industry veteran who I’ve enjoyed learning from as a mentor.

Richard was invited to attend a special Wind- ermere Premier event in Seattle in 2015 with BRAVO TV Million Dollar Listing NYC Star Fredrik Eklund. Richard is a member of the Windermere Premier Forum that offers symposiums on a number of topics.

Portland Heights Managing Principal Broker and WRT Director of Training Joe Menashe and Wind- ermere Realty Trust President Todd Prendergast at a Rapid Start event to acknowledge completion of an elevated training series.

RICHARDHORSWELL.COM

COMMUNITY

A devotion to community is a central theme to Richard’s real es- tate practice and throughout his life. Major 2023-24 volunteer commitments include: n Oregon REALTORS® Political Affairs Key Committee n Portland Opera Guild Board Member n Southwest Hills Residential League Board Secretary A note about the Windermere Foundation: Dedicated to helping low-income and homeless families since 1989, the Foundation equivalent funding of an agent producing 40 transactions. Over its 35 years, the Foundation has raised and donated over $50 million to over 500 organizations thoughout the areas the company serves. A salute to all contributing agents! n Festivals are the lifeblood of communities throughout the Pacific Northwest and around the world. For Portland’s Rose Festival, he volunteered a personal record of 35.5 hours in 2023 during festival week in support of its pro- grams. n Richard’s service to the community throughout 30 years extends to organizations of all types including the Boards of the Portland Opera, SOLVE, The Old Church Society, Univer- sity of Oregon Alumni Association and as a Trustee of the University of Oregon Foundation. is funded by 100% participation from the company’s agents donating a portion of their transaction compensation. In 2023, Richard volunteered for every major Portland-area Foundation event and donated the

As part of service to the community, Richard served on the Rose Festival Board for five years and has also been a Royal Rosarian for 17 years. The organization acts as Portland’s Official Greeters and Ambassadors of Goodwill by proclamation of the Mayor.

In addition to sponsorships, Richard produced two major concerts this last year benefiting Cleveland High School’s Choral Music Department and Path Home, an organization finding solutions for homeless families.

Voices of Portland’s neighborhoods are important. Richard acts as Board Secre- tary for the Southwest Hills Residential League (SWHRL). This SWHRL forum at Lincoln High School brought law en- forcement and the community together to discuss the drug crisis.

Inset: Richard’s previous involvement in the community extends to the Multnomah Athletic Club where he was the recipient of one of the club’s highest honors, the McAlpin Award.

RICHARDHORSWELL.COM

RICHARD HORSWELL Broker & Principal Creative Executive The Horswell Collection™ 503.752.1345 richard@windermere.com

THE TEAM

JOE MENASHE Managing Principal Broker, Portland Heights Office & WRT Director of Training

Richard’s industry partners represent over 150 years delivering exceptional experiences - the benchmark of quality

ANNETTE WESTMORELAND Lead Transaction Coordinator 503.412.1592 awestmoreland@windermere.com

that defines top-tier service for the client.

SIOBHAN McALLISTER Business Support Specialist Windermere Realty Trust

EVA SWENSON VP Senior Escrow Officer 503.444.7041 eswenson@wfgtitle.com

BARBARA BALL VP & Branch Manager WFG National Title Strategic Liaison to The Horswell Collection™

DAVID CHURCHILL MLO 700493 NMLS 252939

Area Manager 503.756.5121 David.Churchill@PenrithLoans.com

RICHARDHORSWELL.COM

savvy private client advisory for discerning buyers & sellers

REAL ESTATE REPRESENTATION IN METROPOLITAN PORTLAND & THE OREGON COAST

“She Flies With Her Own Wings” Adopted by the 1987 Legislature as the Oregon state motto. ‘ Oregon is an inspiration . Whether you come to it, or are born to it, you become entranced by our state’s beauty, the opportunity she affords, and the independent spirit of her citizens.’ Governor Tom McCall 1973 Oregon Legislature Address

for the client . . .

RICHARD J. HORSWELL Real Estate Broker Licensed in Oregon & Principal Creative Executive The Horswell Collection™ 503.752.1345

richard@windermere.com www.richardhorswell.com

Portland Heights Office 2424 SW Vista Portland, OR 97201

© 2024 The Horswell Collection™ Reproduction without permission strictly prohibited.

OR License 201252137

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