Realty Ryan

Lindsey Anderson — Budget update (Feb 2026): Comfortable around $700K but willing to spend more for the right property.

🏠 ACTIVE BUYER — Week of Feb 9-15, 2026 SEARCH 1: KEYSTONE CUSTOM HOMES — WINDERMERE FARMS (Mooresville/Davidson area) • Builder: Keystone Custom Homes • Community: Windermere Farms • Rep: David Shuart (248) 535-2604 / dshuart@keystonecustomhome.com • Model home: 11314 James Coy Rd, Huntersville, NC 28078 Timeline: • 2/9 — Initial Zoom call with David (30 min intro) • 2/10 — Lindsey reviewed info with partner Nathan, requested in-person follow-up • 2/14 — In-person meeting at model home in Davidson (full 2.5hr session) • 2/14 — David sent detailed pricing estimate for Sebastian Heritage on Lot 19 • 2/15 — David following up with pricing on Covington and Magnolia floorplans too Floorplan: Sebastian Heritage (primary choice) • Base price: $723,670 • Lot 19 premium: $32,430 • Options: $184,842 • February incentives: ~$72K in savings (3% lender, 4% community, 3% KCH) • TOTAL ESTIMATED: $868,575 after incentives • Elevation: Switching to Farmhouse style • Key customizations discussed: sunroom, side-load garage (possibly rotated on lot), jack & jill bath, office nook, upgraded island • Also looking at Covington and Magnolia floorplans for comparison Lots of interest: Lot 19 (primary), Lot 21 (backup — asked about flipping home to right side) Open lots available: 1, 12, 17, 19, 21, 22 Preferred lenders provided by Keystone: • Bob Sargent — Impact Mortgage (864) 734-7599 • Leo Yepes — First National Bank (516) 637-0027 • Brooks Grasso — Fulton Bank (410) 427-3525 • 1st Colony = lender of month (2% additional credit) SEARCH 2: LAND — Under $200K, 1+ Acre • OneHome search set up by Ryan: Huntersville, Cornelius, Mooresville, Davidson, Waxhaw, Indian Trail, Fort Mill, Rock Hill, Tega Cay • Interested in: 39 Eutaw Dr, Waxhaw (no HOA, well/septic, but only 3BR septic permit — dealbreaker, needs 4+ BR) • Also looked at: Glenola Dr lot, Waxhaw • Passed on both lots 2/6 — septic limitations and clearing costs too high • Monitoring land search for right opportunity SEARCH 3: TAYLOR MORRISON • Meeting scheduled Sun 2/15 at noon with Timisha Richardson (704-479-6655) • Pre-qualification through Taylor Morrison in-house lender • Also exploring Foxridge Meadow community (coming soon from Keystone) as backup if Windermere timing doesn't work BUYER PROFILE: • Lindsey + Nathan (partner) • Planning for growing family (need 4+ bedrooms) • Want 1+ acre lot, no HOA preferred • New construction focused — custom build or semi-custom • Budget: $800K-$900K range (based on Keystone estimate) • Very detail-oriented — asks thorough questions about finishes, layouts, lot placement • Interested in both primary residence AND investment properties • Previously purchased 2119 Electric Lane, NoDa (Empire Communities, 2021)

📋 CLIENT NOTES — Lindsey Anderson 🏠 PAST TRANSACTION: • Purchased 2119 Electric Lane, Charlotte NC 28205 (Landings at NoDa — Empire Communities new construction) • Closed ~mid 2021 • Had pre-drywall walkthrough June 2021 with Empire builder rep Asa Gottlieb • Dealt with warranty issues post-closing (flooring, windows, mail service) • 30-day warranty work completed March 2022 🔍 ACTIVE BUYER INTERESTS: • Interested in new construction / builder communities • Asked about Fifteen 15 Cannon community (March 2022) — pricing in the $200s • Asked specifically about investor eligibility ("are they allowing investors?") • Shows interest in investment properties, not just primary residence 📞 CONTACT: • Email: lindanderson@outlook.com • Phone: (678) 764-6234 💡 KEY NOTES: • Repeat buyer potential — already purchased new construction through Ryan • Investment-minded — actively looking at new communities for investor opportunities • Familiar with the new construction process (pre-drywall walks, warranty work, builder reps) • Originally from Georgia area (678 area code) • Hands-on client — asks detailed questions, holds builders accountable on quality