Balo Vineyard and Winery

Balo Vineyard and Winery Mark Stevens DRE# 00971195 c 707.322.2000 | o 707.824.0200 [email protected] EstateVineyard.com | EstateDwellings.com BALO PROPOSED OFFERING Premier Vineyards & Winery For Sale In the Heart of Anderson Valley’s Golden Mile The Balo Winery and Estate includes established vineyards, winery equipment, a public tasting room, residence and other assets outlined in this offering. The Balo brand, inventory and barrels are available as a separate sale. This ultra-premium winery is located in the in the heart of Anderson Valley, far enough from the city to experience quiet country charm, yet close to the comforts and modern conveniences of town to attract plenty of wine enthusiasts. The Sonoma county airport is one hour away, and SFO is a short two-hour drive. A small airport is located in the Anderson Valley for private planes. In order to pursue this sale, Mark Stevens, broker associate for Artisan Sotheby’s International Realty, has been retained as the exclusive representative for all negotiations in procuring a sale for these assets. PROPERTY OVERVIEW Acreage: This 14± acre property includes approximately 8± acres of vineyard plus a state-of- the-art winery facility, a tasting room, and residence. Winery: The 4,000± square foot winery includes a crush pad for fermentation, winery equipment, barrel storage, and bottling capacity with the potential to produce 7,000 to 8,000 cases per year. The winery has ample storage for equipment at the front and side of the building. Tasting Room: A 700± square foot tasting room opens to a generous patio area which includes two bocce ball courts and garden seating areas. Brand: The ultra-premium Anderson Valley appelation Balo wine brand and inventory may be purchased with the property and asset acquisition. Residence: The property includes a secluded owner’s area featuring a residence, gardens, pool, barn and outdoor entertainment area. While the information in this Memorandum has been obtained from sources believed to be reliable, it is not guaranteed to be accurate or complete. Prospective parties are advised to independently verify the accuracy and completeness of all information. 2 BALO WINERY, VINEYARD & ESTATE 3 LOCATION INFORMATION 9001 California Highway 128 Philo, CA 95466 Balo Winery and Estate is located in Philo, California in the heart of Anderson Valley's "golden mile.” Located roughly five miles northwest of Boonville, less than an hour from Healdsburg and approximately two and half hours from San Francisco, Philo is the second largest town in the valley. It is less than an hour to the Mendocino and Sonoma coast destinations with more than 100 Bed and Breakfast Inns and destination lodges. Philo and Boonville are the social and economic centers of the Anderson Valley–you will find excellent choices for dining, lodging, shopping, and wine tasting. Other major towns include Yorkville and Navarro. There are no traffic lights in the entire valley– even the most developed town of Boonville can be traversed in less than 60 seconds. For tourists and residents alike, this only adds to the locale's considerable charm. In addition, a number of well- planned and rigorous agricultural zoning laws are in place to ensure that the country-feel is here to stay. 4 PROPERTY MAP Pump Houses & Water Tanks Pond Barn Main Residence Owner’s Winery Events Area Tasting Room 5 LOCAL WINE INDUSTRY While vines have been cultivated in the area for well over a century, the focused grape growing and wine production industry is relatively new. In the 1960's, the Edmeades family were the first, planting 24 acres of grapes in the valley. Other intrepid wine growers soon followed and the area was rewarded with its own AVA (American Viticultural Area) in 1983, which is now known as the Anderson Valley AVA. The Anderson Valley is one of California's mildest wine grape growing regions. Many cool weather varietals like Pinot Noir, Chardonnay, Gewürztraminer, Pinot Gris and Riesling thrive in the unique microclimates. There are a number of wineries producing world class sparkling and still wines. Several ultra-premium wine growers sell their sought-after grapes to winemakers in Napa, Sonoma and elsewhere in the USA. 6 ANDERSON VALLEY AVA Approximately 16 miles long, Anderson Valley is located in Mendocino County roughly 115 miles north of San Francisco. It's a relatively narrow valley ranging from 1/2 mile to 1 1/2 miles wide with steep, evergreen studded hillsides on either side. The mountains and ridges provide a stunning backdrop for the rolling foothills and the bucolic valley floor. Vineyards, cattle and sheep ranches, horse properties, apple orchards, and several other agricultural industries line the valley from Yorkville (in the south) to Navarro (in the north). The valley's main water source is the Navarro River, which winds its way through the valley and out to the Pacific Ocean. Redwood trees line the banks of the Navarro, spanning the hillsides and surrounding land. Many of these trees are several hundred years old. CLIMATE Summer days are long and dry with temperatures occasionally topping 85 degrees. In the evening, a cooling fog rolls down the valley, slowing the vines' metabolic activity. This daily Pacific Coast influence is responsible for a long growing season, which allows the grapes to develop intense flavors and reach an ideal ripeness without any of the overbaking that can happen in warmer climates. Balo Winery is located on a low vigor bench right above Indian Creek which provides ample air flow down from the north slope hills, through the vineyard and into the creek basin. The combination of soil type, climate and cultural activity (organic practices, hard pruning, dry farming) has created a Balo's premium vineyards and fruit. Balo is generally one of the earliest sites to bloom, set, color change and harvest for "still" Pinot Noir wine in Anderson Valley. 7 VINEYARDS Balo Winery is comprised of approximately fourteen acres, including 8± acres of vineyard. When the property was purchased in 2003 there were roughly six acres already planted, all to Pinot Noir clone 777 with 8' x 6' spacing on 101-14 rootstock. Half of that planted acreage was in its fourth leaf and half was in its third leaf. The plans to produce high quality wine required additional clonal diversity so the process of new planting and grafting to broaden the grape selection began. A 1.25-acre block was added to clone 828 on a sloping, rocky area in the front vineyard and a .5 acre block of the Martini clone was added on a terraced hillside above the pond. The existing three acres of vines were grafted over to an even amount of clones 115 and Pommard. All vineyards are dry farmed and are grown organically, although they do not hold an organic certification. Only organic herbicides and pesticides have been used on the property in the past 15 years. VINEYARDS | MAP UNIT LEGEND Trellis Block Variety Clone Root-Stock Type A Pinot Noir 777 101-14 VSP B Pinot Noir 777 101-14 VSP C Pinot Noir 828 101-14 VSP D Pinot Noir 115 101-14 VSP E Pinot Noir Pommard 101-14 VSP F Pinot Noir Martini 101-14 VSP G Pinot Gris Colmar 53 101-14 VSP Total Vineyard Acres | ~ 8 acres 8 VINEYARDS VINEYARDS | BLOCK MAP D E F G B A Leach Field C 9 10 11 WINERY WINERY WINERY The winery was built by local architects and builders–the design of the winery building and master landscape & hardscape plan that complemented the existing tasting room was done in a manner to honor the local agricultural architecture. The most distinctive feature is a pair of vents above the roofline meant to echo the vents of the few remaining apple drying barns in the valley. These vents are functional–they act as the exhaust for the night air replacement system. The winery is fronted by a 2,300± square foot crush pad of which about half is covered. The winery building (4,500± square foot) is divided into three work areas: 1) the barrel room, 2) the central work area (which opens to the covered portico of the crush pad), and 3) the barrel & case storage area with an office, wine laboratory, and an ADA bathroom with shower. The east side access has an overhang sheltering the entrance to the winery with access to outside trade fixtures. This area also provides parking, including one ADA parking space. The flow of the winery is well planned with the central doors opening to the ample crush pad (2,300± square feet). On the north side of the winery–out of site of the public–is a cement pad of 560± square feet for storage of fermentation bins and seasonable equipment. The area is not covered. There is good separation of the winery and tasting room, though the two spaces remain just a short walk from each other so interested wine enthusiasts can take extended tours of the winery facilities. 12 WINERY WINERY WINERY 13 TASTING ROOM Completed in 2006, the Balo tasting room features a kitchenette, slate floors, and a comfortable seating area around the fireplace. There are numerous venues for tasting wine including the front garden with beautiful flowers, outdoor seating on the patio and a bocce ball area.The back patio includes a Muganaini wood fire oven, DCS outdoor grill, an additional burner, running hot water, and power outlets. The back patio allows for larger events serving up to 50+ guests. There is also room for a small music stage. An ADA bathroom is conveniently located at the front of the tasting room.

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