Advisory & Transaction Services

Transcription

1 Advisory & Transaction Services CO R P O R AT E R E A L E S TAT E TE A M OV E RV I E W

2 ADVISORY & TRANSACTION SERVICES WHAT WE DO After payroll, real estate costs are generally a business s largest expense. Our CBRE Advisory & Transaction team can lower costs and optimize your real estate portfolio whether it be for a single location, or a global portfolio of owned/leased locations. As one of the few hub teams within CBRE offering portfolio management, our industryleading team is dedicated to bringing in worldclass solutions to drive organizational value to your company s bottom line no matter your size. Since full team integration in 2015, we have completed assignments in over 35 countries, reflecting millions of square feet of space per year. BILL BONIFAS Executive Vice President THE TEAM TEAM CONTACTS MATT CARIELLO Vice President MEMBERS & SUPPORT KENZIE KIEFER Transaction Analyst Our team is consistently involved in many of the largest and most complex consulting, leasing and sales transactions throughout the world. Some of our clients include AO Smith, American Family Insurance, Baird, Briggs & Stratton, Jason Inc, Johnson Financial Group, Sensient Technologies, and several additional well-known multi-national private and public companies. GEORGE TROJACK Financial Consulting CINDY HUNTER Lease Administration JOE DUNLAP Supply Chain/Logistics JIM TROBAUGH Labor Analytics DAMLA GERHART Workplace Strategies SHANE TREFFTZS Portfolio Optimization ERIC STAVRIOTIS Economic Incentives CHRIS LUDEMAN Global Capital Markets WHO WE ARE Our team is comprised of CBRE s top experts in the world of outsourced real estate solutions. TEAM STATISTICS MARKO HAARMA Location Intelligence & Mapping EMILY ROMAN Floored CURT GRANTHAM Project Management ADDITIONAL SUPPORT SERVICES $250MM+ YEARLY TRANSACTIONAL VOLUME $77MM+ YEARLY VALUE CREATION TO CLIENTS 14:1 ON-GOING VALUE-TO-FEE RATIO 35+ COUNTRIES TRANSACTED IN 24/7 AVAILABILITY TO OUR CLIENTS SANDY GREGORY Client Services Specialist STRATEGY & CONSULTING FACILITIES MANAGEMENT CARLOS WU Research DATA CENTER SOLUTIONS TELECOM ADVISORY EMILY JOHNSON Marketing SPECIALTY SERVICES MACEO ALLEN Digital & Technology APPRAISAL/ ENVIRONMENTAL ENERGY & SUSTAINABILITY We are able to engage the full CBRE platform to bring our clients a customized set of services that fit their unique needs

3 WHERE WE DO BUSINESS OUR RESOURCES CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world s largest commercial real estate services and investment firm (based on 2017 revenue). The company has more than 80,000 employees (excluding affiliates), and serves real estate investors and occupiers through approximately 450 offices (excluding affiliates) worldwide. CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services. PLAN Labor Analytics Workplace Solutions valuation & advisory services Portfolio Optimization Debt & Structured Finance supply chain energy & sustainability Portfolio Analytics Lease Admin. USE & MANAGE strategic sourcing Facilities Global Footprint Move Transaction location Incentives BUILD TRANSACT Facilities consulting Project management workplace strategy advisory & transaction services Capital Markets Asset Services Cost Segregation CBRE HIGHLIGHTS 100+ COUNTRIES 450+ OFFICES 80,000+ EMPLOYEES 92 FORTUNE 100 U.S. CLIENTS SALES 22,575 $217.3B TRANSACTIONS VALUE $337.6B TOTAL TRANSACTION VALUE (2017) LEASING 62,525 $120.3B TRANSACTIONS VALUE

4 CLIENT STRATEGY Corporate America is changing and so are we. Our team is focused on delivering customized, strategic, value-add services to our clients. Real estate transactions are no longer reactionary, they are driven by factors such as incentives, econometric rent forecasting, long-term rent vs. own modeling, and employee recruitment and retention among many others. We are able to translate client data and industry trends into actionable real estate opportunities that positively affect your company s bottom line. WHO WE VE DONE BUSINESS WITH AUTOMOTIVE BANKING & FINANCE CHEMICAL, ENERGY & OIL CONSUMER PRODUCTS CONSULTING & PROFESSIONAL SERVICES SOFTWARE & TECHNOLOGY TELECOMMUNICATIONS WHAT WE CAN DO FOR YOU TENANT REPRESENTATION Current situation/business case analysis Portfolio optimization (regional, national, global) Site selection - industry leading approach for comparative studies Labor cost, quality, and longevity comparison Freight and transportation analysis Supply chain strategy and network design Municipal and state incentive negotiations Build-to-suit transaction services Lease versus buy analysis Financial consulting & analyses Lease administration OWNER REPRESENTATION Sale/lease/sublease Sale/leaseback and net lease transactions Valuation studies Property management Land acquisitions Consulting services Portfolio sales Hold vs. sell analysis Project management Facilities management CROSS-INDUSTRY GOV T/EDUCATION & PUBLIC SECTOR HEALTHCARE/PHARMACEUTICAL INSURANCE MEDIA & PUBLISHING MANUFACTURING/TRANSPORTATION RETAIL All marks displayed on this document are the property of their respective owners.

5 FOR MORE INFORMATION PLEASE CONTACT: BILL BONIFAS Executive Vice President MATT CARIELLO Vice President KENZIE KIEFER Transaction Analyst CBRE, Inc. The information contained in this document has been obtained from sources believed reliable. While CBRE, Inc. does not doubt its accuracy, CBRE, Inc. has not verified it and makes no guarantee, warranty or representation about it. It is your responsibility to independently confirm its accuracy and completeness. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. The value of this transaction to you depends on tax and other factors which should be evaluated by your tax, financial and legal advisors. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for your needs.