Confidential Information Memorandum

ZACA MESA RANCH, WINERY & VINEYARDS
A Rare Agricultural and Scenic Gem in Santa Barbara's
Santa Ynez Valley
OFFERED FOR SALE FOR THE FIRST TIME
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The 716 acre Zaca Mesa ranch showcases stunning views of varied topography, including 156
sprawling acres of estate vines, an iconic barn-style winery and a private recreational lake. The
landmark vines planted primarily to Rhone varietals have been producing premium wines for
decades.
The iconic winery, located on the popular Foxen Canyon Wine Trail, conveys a rare and valuable
winery permit (one of the first issued in the County) that allows for up to *100,000 cases of
wine to be produced, public tastings and a generous marketing plan- all of which support
continued growth in the high-profit direct-to-consumer niche. The winery's location, reputation
and longevity generate strong on-site retail sales, a robust wine club, and impressive national
distribution. The well-established and highly recognizable Zaca Mesa brand also conveys in the
sale.
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EXECUTIVE SUMMARY
Zaca Mesa is foremost a premium real estate acquisition opportunity by offering the best tenets of
visionary real estate investment:
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A+ premium location (Southern California, Santa Barbara County, Los Olivos)
Scalable assets (both wine production and vineyard plantings can be increased)
Already improved with highest & best use assets for the region: winery + vineyards
Multiple, yet-developed residential estate entitlements (nearby residential estates valued at
$20M)
Valuable winery permit entitlement with allowances that are no longer attainable in the County
and in very high demand
Ample water!
Zaca Mesa provides a timely and advantageous opportunity to get into the premium wine business,
offering its new owner an immediate start and strong brand recognition. Santa Barbara and other
premier California wine country destinations have clamped down hard on new and expanding wineries
and vineyard projects, making those like Zaca Mesa's un-reproducible. Starting a winery or vineyard
project from scratch in Santa Barbara County is a guaranteed long, costly, arduous process that can only
provide inferior entitlements.
Summary of Offering's Key Values
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Premium real estate and entitlement assets that cannot be duplicated
Fast track opportunity to be in the premium wine business in one of Santa Barbara County's
popular wine tasting destinations
Scalable assets for increasing gross sales and improving real estate values
A well recognized, premium wine brand with significant distribution relationships with key
distributors and retailers
Avoidance of starting at the end of the queue of Santa Barbara County's permit process
http://longrange.sbcountyplanning.org/programs/winery_ord/Winery%20Ordinance%20Draft%
2012-09-15%20Clean%20Version.pdf
Summary of Offering's Key Assets
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40+ years established premium wine brand and quality, on-vintage inventory
Established winemaking facility in Santa Barbara, with a current footprint capable of producing
45-50K cases of wine annually
150+ acres of producing vineyards, plus 80+ acres of fallow land to expand planting/production
On site wine tasting and retail sales located on a popular wine tasting corridor (Foxen Canyon)
with public tasting, open 7 days a week
A highly valued winery permit scalable to 100,000 case production
Premium wine inventory with national distribution
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Overview of Zaca Mesa Ranch's three contiguous parcels containing the winery's and
vineyard's premium assets.
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SALIENT FACTS
REGION/AVA
Central Coast, CA / Santa Ynez Valley
PHYSICAL ADDRESS
Foxen Canyon Road, Los Olivos, CA 93441
PARCELS
(Vineyard Parcel 040)
ZONING
#133-110-040
Acres/Zoned: 405.9 ac; Agricultural II- 100
Vineyard Block(s): Cushman and Mesa blocks A, B, C & H
(includes Black Bear)
Water Asset(s): Toyon well, Toyon reservoir
Other: Camp Zaca
Home Site Potential: Yes
#133-110-049
Acres/Zoned: 210.34 ac, Agricultural II-100
Vineyard Block(s): Mariposa, Chapel and Foxen
Water Asset(s): Cushman well, Cushman reservoir
Other: Ranch foreman residence
Home Site Potential: Yes
#133-110-046
Acres/Zoned: 100.69 ac, Winery/Agricultural II-100
Vineyard Block(s): Zaca
Water Asset(s): Winery well
Other: Winery, tasting room, guest parking; waste water
pond
Home Site Potential: Yes
AG-II-100; Enrolled in Williamson Act
PLANTED ACREAGE
150±
PLANTED VARIETIES/ACRES
Syrah/ 85.82±
Roussanne/ 8.03±
Viognier/ 18.86 ±
Grenache/ 16.01 ±
Mourvèdre/15.57±
ADDITIONAL PLANTABLE ACRES
86± (currently fallow)
TONS PRODUCED ANNUALLY
500+ average over last several years, however 2015 was a
low yield harvest for the entire region
WINERY PERMIT
Issued in 1977; **scalable up to 100,000 cases possible;
outdoor events up to 150 people, indoor events up to 52
people; public tastings without appointment
(Vineyard Parcel 049)
(Winery Parcel 046)
Grenache Blanc/
3.00±
Cinsaut/ 1.55±
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PRACTICAL CAPACITY
50,000 ± cases (stainless capacity = 111,104 gallons; room to
store approx 2,500 barrels)
ANNUAL CASE GOODS PRODUCED
40,000-45,000 Avg
BUILDINGS
Wine production, tasting room, administration, case
storage, tank and fermentation rooms, barrel rooms, crush
pad, etc. Combined = 23,912 sq ft
The system consists of four total wells (two Ag and two
domestic) and three reservoirs providing ample water
WATER
WASTE WATER SYSTEM
Waste water pond expanded and constructed in 2006. Its
peak flow capacity is designed for approximately 50,000
cases
** On site production increase would require expansion of the winery waste water system, which is
currently designed to accommodate up to 50K cases. There is ample room for this expansion.
A detailed Information Memorandum is available upon receipt of a signed non-disclosure
agreement. For more information, and to request an NDA please contact Katie Somple of
WineryX Real Estate, exclusive agent of this offering:
[email protected]
(707) 235-8585
The information contained in this summary is provided to assist a potential buyer and/or an
agent in determining whether the general assets offered suit a buyer's acquisition interests.
WineryX Real Estate prepared this information from various sources deemed reliable. WineryX
has not independently confirmed the accuracy of this information and as such, any user of this
information must independently verify its accuracy and must not rely on it prima facie. Agent
and Seller offer no warranty on information contained herein.
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