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Private Quarterly Luxury Market Brief

What is really trading at the top of [Market] each quarter, including sales that never hit the portals.

Who it is for: Owners and buyers at the top of the [Market] price range who want data they can't get from a portal.

[site].com/briefText or comment BRIEFStart the brief →
Mock cover of The Cape Cod Private Luxury Market Brief, an example lead magnet for Lifting Others As We Rise Podcast
Mock-up of The Cape Cod Private Luxury Market Brief for Lifting Others As We Rise Podcast (Lisa Parenteau, Cape Cod). Cover and first page; the full contents are below.

Why it works

Why this magnet fits this audience

Luxury buyers respond to exclusivity and data, and a quarterly brief delivers both without a hard sell. Expect fewer sign-ups than a consumer magnet and treat each one as a relationship, not a list entry.

Before you publish

Only share off-market details you are allowed to share. Check your MLS and brokerage rules before the first issue.

Best for

Luxury or high-end market show in one metro or state, hosted by an agent who already works that price band.

Effort

To create
8 to 12 hours for the first brief
To refresh
3 to 4 hours per quarter
Basis
Brief estimate for the luxury brief

What's inside

A sample table of contents

Bracketed items are placeholders. The real version uses your market, your show and your numbers.

Private Quarterly Luxury Market Brief

Template contents · e.g. The Cape Cod Private Luxury Market Brief

Contents

  1. 01The quarter in [Market] above [price threshold]
  2. 02What traded, and what it tells us
  3. 03Off-market and quiet sales: what we can share
  4. 04Days on market at the top end versus the rest of the market
  5. 05Who is buying: the profile this quarter
  6. 06Coming soon: what we expect to see listed
  7. 07One property, one story
  8. 08A note from [Host]
Sample page
This brief covers the quarter in [Market] above [price threshold]. It is sent to a short list and we ask that you keep it that way. [Number] homes changed hands at this level this quarter; a portion of them never appeared on a public portal, and we note what we are able to share about those. Days on market at the top end moved [direction], which is worth reading alongside the buyer profile on page three. We close every brief with one property and the story of how it sold, because the lesson is usually in the details, not the price. Questions and off-the-record conversations are welcome; reply directly.

On air

How to mention it on air

Same read, every episode, at the end. Say the URL twice and give the keyword for anyone who is driving. The editor drops the QR code over the closing line in the video version.

  1. 1.Put the magnet on a short URL. Create a landing page for the Private Quarterly Luxury Market Brief at [site].com/brief: under 15 characters, no dashes or numbers, not the homepage.
  2. 2.Choose one keyword. Set up BRIEF as a text keyword or a comment-to-DM keyword so listeners can get the magnet without typing a URL.
  3. 3.Add the 20-second read to every episode. The script on the right.
  4. 4.Show a QR code and pin the link. Overlay a QR code during the closing line of the video version, and put the link in the YouTube description and a pinned comment.
  5. 5.Tag the link per episode. Use a UTM-tagged link on each placement so the hosting stats show which episode produced each sign-up.

The 20-second read, as Lisa Parenteau would say it

about 20 seconds

“I put together a private quarterly brief on what's really trading at the top of the Cape Cod market, including sales that never hit the portals. It's not posted anywhere. Request it at lisasellscapecod.com/brief. That's lisasellscapecod.com/brief.”

lisasellscapecod.com/briefBRIEF

Example read for Lifting Others As We Rise Podcast; the [number] is the host's text keyword line.

Generic version, with [Show] and [City] placeholders

“I put together a private quarterly brief on what's really trading at the top of [Market], including sales that never hit the portals. It's not posted anywhere. Request it at [site].com/brief. That's [site].com/brief.”

[site].com/briefBRIEF

Placements

Where to put it

  • A quiet landing page at [site].com/brief: one paragraph, name and email, no countdown timers
  • Mentioned at the end of episodes with luxury agents, architects and builders; linked in show notes
  • YouTube description and a QR on screen during the closing line; no pinned-comment giveaway
  • Quarterly reel: one number from the brief, ending with 'Comment BRIEF' only if the host is comfortable with it
  • Quote cards from luxury guests carry the short URL

Follow-up

The five emails after the download

A magnet without follow-up is a download, not a lead. Subject lines and the point of each email.

  1. 1Your brief for [Quarter]

    Deliver it with a personal note. No sequence language.

  2. 2One sale, one story

    The property story from the brief, expanded.

  3. 3What we are seeing coming

    Quiet preview of likely listings; invite a reply.

  4. 4A question we get asked at this level

    Answer one luxury-specific question (timing, discretion, pricing strategy).

  5. 5When you are ready to talk

    Offer a private conversation; make clear there is no rush.

The brief

What we need from you to build it

A short questionnaire, about 10 minutes. Skip anything you don't know; we'll ask on the call. This is what it covers.

For every magnet

  • Your show name
  • Your website (where the magnet will live)
  • Who can add a page to your website?
  • Brand kit
  • Where should new leads go?
  • CRM name (if any)
  • Phone number for the text keyword (optional)
  • Instagram / Facebook handle for the comment keyword
  • Preferred short URL path
  • Does your brokerage need to approve consumer-facing material?
  • Broker or compliance contact (if needed)
  • When do you want to start mentioning it on air?

For the Private Quarterly Luxury Market Brief

  • Luxury market and price band
  • Data source for sales, including off-market (MLS export, brokerage data)
  • Quarterly or monthly?
  • Your commentary for this edition
  • Open download or request-by-email?
Start the brief

Your answers are saved in your browser as you type, so you can come back to it.

Use this for my show

Tell us about your show and your market and we'll build the Private Quarterly Luxury Market Brief around it: the document, the short URL on your show website, the QR overlay, the keyword and the follow-up emails.

No obligation.

Use this for my show