CONSERVATION
STEWARDSHIP
Leaving a Legacy
A prominent aspect of Coastal Ranch/Kerry Mormann & Associates is our expertise in land conservation. Santa Barbara and the surrounding counties pride themselves on their respect and care for open spaces, natural resources, and agricultural land, helping to make our community such a desirable place to live and invest. A major way in which our team furthers this mission is through the use of conservation easements.
Conservation Easements
Through conservation easements, landowners are given the opportunity to receive substantial tax benefits and carry a legacy of land stewardship in Central California. According to the Santa Barbara Land Trust:
Conservation Easements are negotiated legal agreements that leave land in private ownership, available for agricultural and/or residential use by the Owner. Each easement is unique to the property, and the terms are negotiated privately between the owner and organizations like the Santa Barbara Land Trust. The easement protects identified conservation values of the property – such as productive agriculture, wildlife corridors, scenic views or historic buildings – and generally limits subdivision and development to an agreed upon number of homes.
Conservation easements allow the owner to benefit now from the market value of their land, by giving up rights to subdivide and develop it in exchange for income and estate tax benefits or grant payments. Landowners often use the tax savings or grant payments to settle estates, cash out family or partnership interests, make improvements to their ranch or farm, buy additional land, or a life insurance policy to benefit their heirs.
To date, our director Kerry Mormann has nearly 50 years of experience in relationship to the land and agricultural communities in the area. Kerry has served on the Advisory Council for the Santa Barbara Land Trust for many years, and previously served as a Director for four years.
A purveyor of Santa Barbara lifestyle, Kerry is the region’s expert in helping clients cultivate their vision for the open spaces they seek, as well as ensuring that the integrity of a Seller’s land is preserved for future generations. Although an advocate for conservation, Kerry is a firm believer in inherent property rights. Many clients are wary of the term “easement”. Kerry prefers to call this an agreement to preserve open space, habitat and agriculture. The owner still maintains control of the property and most of the rights that zoning allows. There is no public access unless granted in the agreement. This can very much be a win-win situation for all involved.
Listen to Kerry
In this episode of the Agent Edge Podcast, hosted by Berkshire Hathaway HomeServices California Properties, Kerry Mormann speaks about his nearly 50 years of experience working in conservation along California’s Central Coast. A fantastic storyteller, Kerry offers an excellent explanation about his service in this field and the opportunities that conservation provides.
PODCAST
CONSERVATION OPPORTUNITIES
Current Conservation Opportunities
THE YTIAS RANCH | HWY 1 | ±2,688 ACRES | $13,000,000
POE RANCH | Simi Valley | 3,100± Acres | $12,000,000
4 OAKS RANCH | Fillmore | ±2679 Acres | $8,500,000
PENDING | RANCHO CAÑADA LARGA | ±6,500 Acres | $27,650,000
Sold Conservation Properties
Hacienda Ranch at El Rancho Tajiguas
SOLD | ±3,100 Acres | 13800 & 14000 US Hwy 101, Santa Barbara | $45,000,000
SOLD | ESTELLE RANCH | Santa Ynez | ±393 Acres | $15,000,000
SOLD | ESTELLE LOT 5 | Santa Ynez | ±39 acres | $4,500,000
SOLD | BIG BEND RANCH | Lompoc | ±108 Acres | $3,250,000
SOLD | 15000 CALLE REAL | Goleta | ±47 Acres | $2,679,660
OTHER PAST CONSERVATION PROPERTIES INCLUDE
24,000 ACRES | COJO JALAMA RANCH
6,000 ACRES | SEDGEWICK RANCH
4,500 ACRES | LAS FLORES HUNT CLUB
1,440 ACRES | DOS VISTA RANCH
2,500 ACRES | EL CAPITAN RANCH
3,200 ACRES | RANCHO MONTE ALEGRE
1,200 ACRES | SAN ROQUE RANCH
1,000 ACRES | RANCHO LA PURISIMA
853 ACRES | LA PURISIMA CONSERVATION BANK
462 ACRES | MONTECITO HOT SPRINGS
80 ACRES | BRIGGS FAMILY
Work with our team.
Kerry Mormann | 805-689-3242
Joe Ramos | 805-680-6849
Graham Goodfield | 805-331-5252