A SHIFT IN PERSPECTIVE Outsourced accounting and reporting .../media/cbre... · Outsourced...

INCREASE FLEXIBILITY AND SCALABILITY Expand or contract without focusing capital on human infrastructure • Ability to scale our teams up and down based on your portfolio life cycles • Seamlessly transition properties in and out of your portfolio • Execute your investment strategy without staffing constraints ACCESS INDUSTRY-LEADING TECHNOLOGY SOLUTIONS Leverage CBRE’s significant technology investment to complement your system’s strategy without impacting your bottom line • Incorporate latest innovations to improve asset operations and provide visibility into performance • Global and local expertise in real estate accounting systems, with dedicated support in each region • Create robust platforms through proficiency in system integrations and software conversions INCREASE INVESTOR CONFIDENCE Control environment designed to safeguard your assets while benefitting from independent third-party usage for accounting functions • Accuracy delivered through mature, industry-tested policies and procedures • SOC1 quality framework validated by independent audit assurance • Flexible compliance environments to complement your internal controls REACH TARGET OPERATING MODEL Direct bottom-line savings due to lower costs, including audit fees, IT, HR, etc • Optimize asset profitability by leveraging CBRE’s scale, network and relationships • Drive efficient resource usage through workflow and data management solutions • Located in low-cost and low-tax labor markets ENHANCE ANALYTIC CAPABILITIES Assurance of timely and accurate reporting through a team that acts as an extension of your team—and always puts the client first • Reports and services tailored to your complex policies and goals • Ability to customize reporting to your portfolio at the asset, entity, fund and investor level • Value-add analytics for improved investment decision making FOCUS ON CORE BUSINESS Spend more time on what makes you the most money by outsourcing to industry-trained professionals who are proactive and forward thinking • World leader in commercial real estate services • Recruit, hire, train, motivate and retain accounting industry’s top talent • Robust operating model and consulting experience to help build efficiencies and consistencies within your current platform A SHIFT IN PERSPECTIVE Outsourced accounting and reporting services for real estate investors SPV/Entity Accounting Fund Accounting Performance Measurement Company Secretarial Transfer Agency Treasury Services Tax Compliance Compliance and Regulatory Support Data Management Support 19 COUNTRIES 1,000+ PROPERTIES 155+ PRODUCTS 260+ EMPLOYEES JOSH WILCOX | Managing Director +1 952 278 2118 | [email protected] FOR MORE INFORMATION REAL ESTATE ACCOUNTING SERVICES Financial Reporting Portfolio Consolidations Cash Management Accounts Payable Accounts Receivable General Ledger Budget and Forecasting CapEx Management Lease Administration Accounting 43 COUNTRIES 14,100+ PROPERTIES 3,400+ CLIENTS 1,470+ EMPLOYEES TRAVIS SWENSON | Senior Managing Director +1 952 656 2828 | [email protected] FOR MORE INFORMATION PROPERTY ACCOUNTING FUND ACCOUNTING & INVESTOR REPORTING

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Transcript of A SHIFT IN PERSPECTIVE Outsourced accounting and reporting .../media/cbre... · Outsourced...

Page 1: A SHIFT IN PERSPECTIVE Outsourced accounting and reporting .../media/cbre... · Outsourced accounting and reporting services for real estate investors SPV/Entity Accounting Fund Accounting

INCREASE FLEXIBILITY AND SCALABILITYExpand or contract without focusing capital on human infrastructure• Ability to scale our teams up and down based on your portfolio life cycles

• Seamlessly transition properties in and out of your portfolio

• Execute your investment strategy without staffing constraints

ACCESS INDUSTRY-LEADING TECHNOLOGY SOLUTIONSLeverage CBRE’s significant technology investment to complement your system’s strategy without impacting your bottom line• Incorporate latest innovations to improve asset operations and provide visibility into performance

• Global and local expertise in real estate accounting systems, with dedicated support in each region

• Create robust platforms through proficiency in system integrations and software conversions

INCREASE INVESTOR CONFIDENCEControl environment designed to safeguard your assets while benefitting from independent third-party usage for accounting functions• Accuracy delivered through mature, industry-tested policies and procedures

• SOC1 quality framework validated by independent audit assurance

• Flexible compliance environments to complement your internal controls

REACH TARGET OPERATING MODELDirect bottom-line savings due to lower costs, including audit fees, IT, HR, etc• Optimize asset profitability by leveraging CBRE’s scale, network and relationships

• Drive efficient resource usage through workflow and data management solutions

• Located in low-cost and low-tax labor markets

ENHANCE ANALYTIC CAPABILITIESAssurance of timely and accurate reporting through a team that acts as an extension of your team—and always puts the client first• Reports and services tailored to your complex policies and goals

• Ability to customize reporting to your portfolio at the asset, entity, fund and investor level

• Value-add analytics for improved investment decision making

FOCUS ON CORE BUSINESS

Spend more time on what makes you the most money by outsourcing to industry-trained professionals who are proactive and forward thinking• World leader in commercial real estate services

• Recruit, hire, train, motivate and retain accounting industry’s top talent

• Robust operating model and consulting experience to help build efficiencies

and consistencies within your current platform

A SHIFT IN PERSPECTIVEOutsourced accounting and reporting services for real estate investors

SPV/Entity Accounting

Fund Accounting

Performance Measurement

Company Secretarial

Transfer Agency

Treasury Services

Tax Compliance

Compliance and Regulatory Support