Business Management Services and Technology Solutions for Real Estate

Technology and Business Management Services

for Commercial Real Estate

6330 LBJ Freeway, Suite 230, Dallas, TX 75240 214-358-4330 www.RETransform.com

How RETransform Can Assist You

Areas of ConcernRETransform Can Assist

Do not have the staff for special project that MUST get done on time or low priority special projects never get done

Lack of resources to provide technical advice or solutions for data migration, systems integration, new technologies and applications.

No available personnel to define, deliver and take ownership of “special projects.”

Company’s growth is outpacing its current staffing.

Need technical and business analyst assistance to help define, develop and check the reports for accuracy.

Need to improve efficiency or reduce costs to remain competitive.

RETransform Solutions

RET Technology Development & Support Services

•Application Enhancement Services•Application Extension and Integration Services

•Support and Maintenance Service •Implementation Services – ERP, CRM, Property Management, Accounting

•Migration and Upgrade Services•Performance Fine-Tuning Services•Productivity Improvement and Process Optimization Services

•Custom Development•Web Development (Web Site and Mobi Site)

•MS SharePoint 2003/2007/2010/2013•Report Writing (Yardi, MRI, JD Edwards, Onesite, PEAK, REMANAGE, Sage)

•Application Development- Mobile Applications for IPhone (IOS), Android and Windows

RET Business Management Services RET Asset Management Services

“You have done a very nice job of fixing the report and I sincerely appreciate your work!

- Nadine Alexander, Gramercy Capital Group (previously AFRT)

"I wanted to take a quick minute to tell you how great our roll-out went this week, and how part of that success was a direct result of the RETransform team’s effort on this project. I always received timely responses and the team who were very mindful of our deadlines and always delivered when they said they would. Everyone at Granite was very excited and impressed by the end product that we created. Please pass my thanks along to everyone and I look forward to our future projects!"

- Craig Scullin, Granite Properties

"The price was the initial factor that made us realize the opportunity but now I can add that the work (RETransform performs) far exceeds what we were receiving from companies located here… they treat the project with respect."

- Nancy H. Phillips, Vornado Realty Trust

Customer Testimonials

Customers who put their faith in RETransform -

RETransform Company – About Us• Over 300 customers across the globe• More than 300 successful Project Implementations• ISO 9001: 2008 certified, SSAE 16• Technical certifications with Oracle, Microsoft, Intel, Adobe and Jav• Real Estate Associations – Realcomm, Corenet, ICSC, NRTA, MECSC

Established in 1998Offices in Dallas, TX (Global Headquarters)Mumbai, India and Gujarat, India

Over 400 full time employees with an average 5+ years experience

Real Estate ServicesOur Market Focus:Corporate Real EstateProperty Owner / OperatorsDevelopment & Construction

Capital ProvidersProperty ServicesBrokerage

Property Acquisition & Disposal

PropertyPortfolio

CommercialManagement

Technical Management

Controlling &Reporting

Buy Build Lease Sell

ArchitectureFixtures &

FittingsUsage Partners Title

LeaseAbstraction

Lease Administration

PercentageRent

CAM Review &Reconciliation Accounting Third Party

Management

Building Operations Maintenance & Repair Modernization & Refurbishment

Plan Post & Settle Analyze Reporting Correspondence

IT & Tech. Support

ArchitectureFixtures &

FittingsUsage Partners

Technology Services

• Expertise in Data aggregation / conversion between disparate real estate systems and data structures.

• Work closely with CFO / Account’s team to identify the data quality issues.• Cross reference the report and build corrective queries to display the accurate

reports.• Customized solutions can be easily built around the existing systems being

used.• Work as a part of the team to generate the report on a continuous basis.• Once issues are identified, provide “training” to data entry operators to

improve the quality of data input.• Create Systems (workflows / guidelines / templates / checklists) to ensure

timely and accurate financial reports.

• Custom Report writing for following:– Oracle JDEdwards– SAP– YARDI– MRI– Sage Timberline– Dyna (ARGUS Asset Management)– Insight (ARGUS Insight)– IBS– CircleDeveloper (ARGUS Development– SQL– Skyline 0

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1 wk 3 wk 5 wk 7 wk

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Errors

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Cost ($)

WE IMPROVE QUALITY AND REDUCE COST

Error Reduction Cost Saving

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“You have done a very nice job of fixing the report and I sincerely appreciate your work!

Manager of Applications - NYSE Listed commercial real estate finance and property investment company

RET Technology Development & Support

Project Work• Tickler Systems

– Vornado– Majestic Realty Co.

• Mobile Websites and Mobile Applications– Vornado

• Interactive maps / Stacking plans– Vornado

• 3rd Party product development– Ascendix - Continue to build high quality

customized Microsoft Dynamics CRM solutions for Ascendix at drastically reduced costs

– REALworkspaces - Continue to build high quality secure document sharing systems for REALworkspaces at dramatically reduced costs

Experience / Accomplishments

Real Estate –Knowledge Base (not an exhaustive list)

• Data Warehousing / Reporting– AR and Aging

• City Level

• Property Type Level

• Tenant Level

• Check Level– Cash Application– Tenant Ledger– Internal Development Summary– Key Performance Indicators– Lease Abstracts– Leasing Analysis– Leasing Results– Net Rentable Square Feet– Profit & Loss– Rent Roll– Shell Job Costing

• Portals– Annual Planning Site– Leasing Site– HR Site– Training Site– Vendor Management– Contract Management– Blog Site– Project Management Site– Employee Listing

– Roles, Responsibilities, Access

– Public Facing Website

• Forms– Billing Adjustment– A/R Write Off– New Vendor Approval– Unapplied Cash Refund– Security Deposit Refund– Lease Status Change– Vendor Address Change– New Account

• Dashboard (CRM/Others)– 3rd Party Integration– Bing Maps / Google Maps– Tenant Contacts– Leasing Life Cycle– Property Management - Accounting

• Web Parts– Company Events / News– Calendar of Events– Birthdays & Anniversaries– Employee Spotlight– Open Positions– Career Development Plan– Customized Alerts– Suggestion Box / Responses• Document Management

• Project Management

Features:– 24 x 7 x 365 support– Web-based Ticketing / Issue Tracking System– Real Estate business and technical knowledge– Daily / Weekly status reports– Regular client review meetings

Support Service LevelsTIER I

First-line support/Level 1 Support/Front-end support

• Basic level technical support and

handle straightforward and simple problems• Basic to general understanding

of the product or service• Handles 70%-80% of the user problems

TIER II

Administrative level support/Level 2 support

• Assist Tier I personnel, solve basic

technical problems ,and for investigating elevated issues• Advanced technical troubleshooting and analysis

TIER III

Back-end support/Level 3 support/High-end support

• Assist Tier I and Tier II personnel• Expert level troubleshooting and analysis• R&D of solutions to new or unknown issues

Business Management Services

• Accounting– AR Processing– AP Processing

• Lease Abstraction– Standard Operation

Procedure– Six Sigma Review– Project Mgmt Synopsis

• Lease Administration• CAM Reconciliation

Setup Process

1. We study your operation and prepare a business case to quantify financial benefits and strategic value.2. We identify activities that can be co-sourced, prioritize them, define quality standards that must be met and prepare a transition plan.3. We assemble a core team, train them and transition the activities.4. Our project managers will monitor on-going performance to ensure that service levels exceed out guarantees.

• Transaction Entry– Receive inputs from transactions– Record & feed data into System

• Accounting– Maintain General Ledgers on an

ongoing basis• Reconciliation

– Reconcile Banks– Reconcile Vendors Accounts– Reconcile Customer Accounts– Accounting to Inventory

reconciliation’s• Accounting Reports

– Generate recurring Accounting reports & Analysis

– Profit & Loss report– Balance sheet

• Information storage, retrieval & backup– Storage of data on hosted web

servers– Secure Access to your data– Regular backup of data

• A/R Management– Generate Invoice– Distribute Invoices via fax/email– Collect checks & update A/R– Aging A/R reports– Payment Follow-up

• A/P Management– Record vendor bills– A/P aging– Process checks for vendor bills

“Extremely pleased with the results during the test / pilot period, we were convinced that our business processes were in safe hands, so we contracted them for a longer term period to take over our Lease Administration and Accounting functions.”.CEO , Real Estate Company

Accounting Services

• Lease Abstraction:– Document abstraction and data entry

• Lease Monitoring:– Critical Date Tracking & Options

management– Reporting – Monthly, Weekly or ad hoc

• Lease Validation:– Lease Verification with Rent Roll– Invoice reviews and reconciliation– Security deposit and Tenant

improvement management• Lease Document Management:

– Electronic Storage/Archiving/Removal– Search-ability– Sharing / Collaboration / Distribution

“We used RETransform for a large re-abstracting project, and have been impressed with the quality of their work. The abstracts are consistent with the specifications we supplied. Importantly, they have consistently kept us apprised of their progress, and worked to resolve any issues promptly. In a job of this size, communications are key, and they have handled this well. The company is extremely tech-savvy, and has effectively used technology to manage the logistics. They are professional and courteous, and we look forward to a continuing relationship”.- VP Lease Administration, Fortune 1000 Real Estate Company

We have consistently attained 99.99% accuracy in numerous Lease Administration projects, and also have an effective record of quality assurance and critical date management.

Lease Administration

• Methodology:– Lease review & Analysis– Recoveries Analysis and Diagnosis– Recoveries Audits

• Process:– Abstract pertinent financial and legal information

from all the lease documents within the lease portfolio.

– Perform annual CAM billing review, request back-up where billing may be erroneous.

– Review back-up and correlate this to the Lease Agreement to ensure accurate billing.

• Advantage:– Ensure accurate payment of CAM / Recovery bills

by leveraging on technology to speed up billings and collections

– Improve rent / recovery payment accuracy– Improve operational efficiency– Reduce / eliminate erroneous recoverable

payments– Generate payment forecasts and cross-check

budgeted to actual for variances.

“I’m very pleased with the work that your team has performed. There were some OpEx reconciliation items that your team found which the client was unaware and will save them some money that is a definite win for us! Thank you for your assistance with this project.”

Manager, Lease Administration, Global Commercial Real Estate Services and Investment Company

Lease Audit & CAM Reconciliation

Lease Abstraction

New Project Setup

Printing & Verify documents

Preliminary QA / RETransform LA Checklist

Abstraction 1 QA

Clarification Required

Failed

Control Sheet PreparedPassed

Final QAFailed Customer Acceptance

Customer Feedbackbased Corrections

Document Repository

Passed

Sign Off

Data Entry

Passed

END

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Abstraction 2

Automated Comparison SIX SIGMA PROCESS

Business Management Services

ARGUS Valuation DCF (Previously ARGUS)

INPUT Offer Memorandum (.pdf)

Template (.xls)

OUTPUT Buy | Sell Reports (.pdf)

Model (.xls)

Proforma (.pdf)

ARGUS Developer (Previously CIRCLEDeveloper)

INPUT Development Plan (.pdf)

Data points (.xls)

Template (.xls)

OUTPUT Proforma | Dashboards

Development Summary

• Data Modeling– ARGUS, Circle, Cougar & Custom

• Data aggregation and analysis• Dual Data Entry 99.99% accurate• Validation of input/output• Report Writer (Excel)

– Template/Checklist to Acquire Data• Absence of Data Highlighted• Assumption Highlighted• Variance reports to check accuracy

and explain discrepancies• Sensitivity Analysis

Business Management Services

• Portfolio Valuation Assessment– 5 yr/ 10 yr projections– Benchmark comparison

• Buy – Build – Sell– Financial Due Diligence– Sell Package Assessment– Intelligence and Due Diligence

• Virtual Site Viewing

RETransform Partner Advantages

• Unique business solutions providers with focus on the Real Estate industry

• Large pool of qualified resources not only technical but also real estate experienced

• Multiple time zones expand development hours and operations

• Solid Technology and Communication structure• Lower costs (40 – 70%)• Strategic alliances with leading software vendors• ISO 9001:2008 certified/SSAE 16• Project Management certified• Investments made in obtaining system and industry expertise

Questions?

Q&A

6330 LBJ Freeway, Suite 230Dallas, Texas 75240, USA

Office: 214.358.4330

E-mail: sales@retransform.com

www.retransform.com