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Homeownership Anniversary

What is Homeownership Anniversary?

A home ownership anniversary is more than a milestone—it’s a natural moment of reflection. This play helps you show up with a thoughtful message and helpful insights, not a sales pitch. It opens doors for conversations with homeowners quietly considering their next move.

The Right Audience

Homeowners in your market who’ve owned their home for 5+ years and aren’t listed for sale. They may be ready for more space, less maintenance, or a lifestyle change—but haven’t taken the first step yet. A well-timed outreach helps you spark that conversation. Listed For Sale = No
Purchase Date: from 5+ years

See How Many Homeownership Anniversary Are in Your Market

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The Right Message

Keep it casual, celebratory, and personal. Acknowledge their journey as a homeowner. Lead with local market insight or a quick “equity check- in” as a gift. Avoid pressure—your message should feel like a friendly nudge, not a pitch.

Key Themes

Happy Anniversary! Here’s what’s changed since you bought
Your equity might surprise you—here’s a check-in
Just a neighborly update, no pressure

Calls to Action

Get your free home equity report
Curious what your home could sell for?
Let’s chat and see what’s next (or not)

Browse Homeownership Anniversary Templates in our Marketplace

Example Templates

Outreach Channels

Send a branded postcard the month they bought their home. Follow with a light-touch email offering insights on home value or market trends. For past clients or warmer contacts|a call or text can feel personal. For others|online ads can build familiarity.

Recommended

Direct Mail
Email Marketing

supporting

Online Ads

Measuring Success

Track postcard response rates, valuation requests, and appointment conversions. Look for delayed responses too—some will reach out months later. This play is a soft entry that builds pipeline over time.