CHICAGO TEAM Advisory & Transaction Services · 2019-01-14 · Our Advisory & Transaction Services...
Transcript of CHICAGO TEAM Advisory & Transaction Services · 2019-01-14 · Our Advisory & Transaction Services...
CHICAGO TEAM
Advisory & Transaction Services
CENTERED ON PORTFOLIO PERFORMANCE
What We Bring What We See Why CBRE?
Who We Are What We Do How We Work Where We Excel How We Succeed
WHO WE AREOUR TEAM
TREVOR JESKETransaction Manager
NATHAN LAMBFirst Vice President
JOHN MORRISSenior Vice President
SARA MCINTOSHTransaction Manager
TIM REYNOLDSSenior Vice President
ROB WEBERSenior Vice President
ABI ZALESKITransaction Manager
LOUISE BARRYProgram Manager
BRIAN BUTLERTransaction Manager
OLGA AGEEVSenior Accountant
BRIAN RECSETARPortfolio Manager
JUAN AVILESAssociate Accountant
INTERNATIONAL PORTFOLIO STRATEGY CLIENT SERVICES
SPECIALTY SERVICES
TRANSACTION MANAGEMENT
LEASEADMINISTRATION
PROJECTMANAGEMENT
FACILITYMANAGEMENT
STRATEGICCONSULTING
WORKPLACESTRATEGY
LABORANALYTICS
CAPITALMARKETS
SUPPLYCHAIN MANAGEMENT
CRITICALENVIRONMENTS
APPRAISAL/ENVIRONMENTAL DEVELOPMENT ENERGY &
SUSTAINABILITY
MARK PASQUELLAExecutive Vice President
CHRIS REYNOLDSExecutive Vice President
EXECUTIVE ACCOUNT LEADERSHIP
CHRISTINA YELNICKClient Services Coordinator
WHAT WE DOOur Advisory & Transaction Services team helps global companies with complex real estate needs
transform their real estate portfolios for tomorrow. We link business strategy with market knowledge, proven practices and CBRE’s expansive platform to turn real estate into real advantage for our clients.
KEY ELEMENTS
GLOBAL SCOPE
SEASONED TEAM
STEADY FOCUS
PROVEN PROCESSES
Fortune 100 Clients
Portfolios of 200M+ SF
400+ Transactions/Year
Worldwide Broker Network
15 Professionals Strong
8 Transaction Managers
25+ Years/ Senior Partner
International PMO
Strategic Approach
Long-Term Focus
Total Transparency
100% Accessibility
Portfolio Optimization
Custom Financial Models
Data Analytics Dashboards
Targeted Technology
CORE SERVICESPORTFOLIO STRATEGY
Mark to Market
Facility Consolidations
M&A Research
Geographic Analysis
Financial Planning
MULTI-MARKET TRANSACTIONS
Acquisitions: Lease Purchase
Dispositions: Sales, Lease, Sublease
& Termination
Market Research
Scenario Planning
HOW WE WORK
TRANSACTTransaction Management
Asset Services
Debt & Structured Finance
Investment Sales
MANAGELease Admin/Lease Audit
Facilities Management
Portfolio Analytics
Energy & Sustainability
Occupancy Management
Technology & Tools
BUILDCost Segregation
Development (Trammell Crow)
Cost Consultancy
Project Management
Move Management
PLANIntegrated Transaction
Solutions
Data Center Solutions
Financial Consulting Group
Retail/Location Analytics
Corporate Capital Markets
Location Incentives
Supply Chain Advisory
Labor Analytics
Experience Services
Workplace Strategy
WHERE WE EXCELPharmaceuticals To Financial Services. Consumer Products To Construction. Manufacturing To Media.
Technology To Transportation. Major Brands Link Up With Our Team To Build Their Success Across The Globe.
WHERE WE EXCEL
TEAM STATS 2004–2017
30+COUNTRIES
3,500+PROJECTS
3,231 77.4M SF
539 41.2M SF
# TRANSACTIONS
118.6MTOTAL SQUARE FEET
2,656
912
202
45.2M SF
71.9M SF
1.5M SF
TOTAL SF
PROJECT TYPE
ACQUISITIONS
DISPOSITIONS
PRODUCT TYPE
OFFICE
INDUSTRIAL
RETAIL
HOW WE SUCCEED
Global Processes & Practices
Cost Reduction Strategies
Transaction Activity Tracker
Portfolio Optimization Plan
Market Research Intelligence
Financial Analysis Expertise
Deal Negotiation Experience
Lease Administration Program
Performance Measurement
Senior Executive Participation
PORTFOLIO OPTIMIZATION
WHAT WE BRING TECHNOLOGY AND ANALYTICS
The CBRE Technology Suite Supports Every Aspect of Real Estate Activity. The Tools Sync Seamlessly With Our Services and Point The Way To Smart Portfolio Decisions.
TRANSACTION & PORTFOLIO DASHBOARD
FINANCIAL ANALYSIS MEANINGFUL KPIS
WHAT WE BRING360° PORTFOLIO OPTIMIZATION
We Target Business and Operational Drivers to Maximize Asset Productivity.
MARKET INTELLIGENCE
Leased Portfolio Mark-to-Market
On-The-Ground Rent Guidance From Local Brokers
Targeted to the Location, Building and Footprint
Owned Portfolio BOV Study
Broker Opinion of Value From Local Market Advisors
Based on Investor-Driven Sale, User Sale and
Pure Land Value
PORTFOLIO ANALYTICS
CBRE, Client and Econometric Forecasting Data
Focused on Risks and Opportunities, Insights for Action
METRO SELECTION
F2F Meeting With Client CRE to Set
Site-By-Site Strategies
Driven By Market Intel, Portfolio Analytics and
Business Needs
OPTIMIZATION DRIVERS
Programmatic Approach, Measurable Scorecard,
Meaningful KPIs
Aimed at Team Accountability for the Best Possible Results
WHAT WE BRING LOCATION INCENTIVES
Average Incentive Package = $5,000–$10,000 Per Job
T Y PIC AL T IM E LINE 60 – 90+ DAYS
Top 10 Deals In The Past 24 Months
$20M$25M $20M$23M
$12M$15M $12M $7M
$26M
$15M
DISCOVER & REVIEW
ANALYZE NEGOTIATE DOCUMENT
Develop Project Specifications
Look at Area Location Incentives
Benchmark Recent Incentive Activity
Identify Statutory & Discretionary Programs
Issue Request for Proposal
Present Project Specifications
Analyze & Counter Top Offer
Quantify Economic Impact
Perform Cash-Flow Analysis
Review Clawbacks and Penalties
Conduct Competitor Analysis
Finalize Incentive Negotiations
Coordinate Legal Announcements
Participate In Public Hearings
Conduct Compliance Coaching
Issue Opening Press Release
80%Of Savings Result From Decisions
Made Before Construction
U P F R O N T P L A N N I N G
D E S I G N D E V E LO P M E N T
C O N S T R U C T I O N OV E R S I G H T
F F& E & M OV E - I N
WHAT WE BRINGPROJECT MANAGEMENT
19%FLOORING
12%MOVING
15%CEILINGS
14%FURNITURE
11%WINDOWS
8%SECURITY
3%DESIGN
3%CONTRACTING 3%
COMMISSIONING
3%ENGINEERING
CL
IEN
T R
ISK
BUSINESSPLANNING
CONCEPTUALPLANNING
DESIGNDEVELOPMENT
CBRE FULL-SERVICE PROJECT MANAGEMENT MODEL
DEVELOPER
TYPICAL PROJECT MANAGER
CONSTRUCTION MANAGER
GENERAL CONTRACTOR
CONSTRUCTION
FURNITURE,FIXTURES &EQUIPMENT
MOVE
$1.00 IN FEESAVERAGES
$4.00+IN COST SAVINGS
WHAT WE BRINGWORKPLACE STRATEGY
More Than One-In-Three American Works Today are Millennials— The Largest Share of the Workforce.
—Pew Research Center, 2016
BoomersDedicated space
Face-to-face interaction
Stationary technology
Independence, hard work
Health and retirement benefits
Top-down/consensus decisions
WORK IS ABOUT OBLIGATION
New GenChoice in work space
F2F plus outreach tools
Mobile technology
Team collaboration
Work/life balance
Speedy decision-making
WORK IS ABOUT FULFILLMENT
WHAT WORKERS
WANT
WHAT WE BRINGLABOR ANALYTICS
Local Economic Makeup | Competitive Environment | Employment Drivers |
Supply, Cost, Quality & Longevity Of Labor
80%OF OPERATING COSTS
OFTEN MADE UP WITH LABOR
5%UTILITIES
5%TAXES
15%REAL ESTATE& TELECOM
72%PAYROLL
$1 in Labor Savings
=$17+ in Real Estate
Expenses
SMALL CHANGE = HUGE IMPACT
$16.64/SF125 SF
PER PERSON
$1/HOURBASED ON
500 EMPLOYEES
WHAT WE BRINGDATA CENTERS
CBRE has completed data center transactions in over 179 cities across more than 79 global markets
GLOBAL COVERAGE DATA CENTER SOLUTIONS EXPERIENCE
STRATEGY TRANSACTION MANAGEMENT PROJECT MANAGEMENT FACILITIES MANAGEMENT
StrategicConsulting
NeedsAnalysis
Site Selection & Acquisition
Design/ Construction Management
Operations &Maintenance
Upgrades & Modifications
Disposition
265 MWIN TRANSACTIONS GLOBALLY IN 2016
$1.75BCONTRACT VALUE
IN 2016
560DATA CENTERS
MANAGED
100+DATA CENTER
ADVISORS GLOBALLY
510 MWIN THE
PIPELINE
65M+MANAGED RAISED
FLOOR SPACE
$380MDATA CENTER
ACQUISITIONS & DISPOSITIONS IN 2016
$1.4BDCS PROJECT
MANAGEMENT CONTRACT VALUE
4,700DCS EMPLOYEES
WHAT WE SEESPOTLIGHT ON TRENDS
2017 Global Occupier Survey of 350+ CREs Worldwide.
Business Outlook
Cautious Optimism
Economic Uncertainty is the #1 Challenge for 59% of Respondents
Portfolio Priority
Space Agility
Popularity of shared space, especially coworking, is rising
Workplace Focus
User Experience
Workforce Desires Differ by Region, and CREs Are Responding in Kind
52% Americas+16 Percentage Points From 2016
64% EMEA+16 Percentage Points From 2016
68% Asia Pacificon Par With 2016
$
€
¥ VS.30%Currently
45%by 2020
30%Currently
45%by 2020
52%Say Space Efficiency is Key To Cost Management-21 Percentage Points From 2016
40%See Space Agility as a Growing Portfolio Strategy+5 Percentage Points From 2016
Workers Want
CREs Respond
AMERICAS 64%Amenities
86%Adapting the Workplace
For Employee Satisfaction
EMEA
68%Indoor
Environmental Quality
72%Targeting
Well-Certified Buildings
ASIA PACIFIC52%
Connectivity & Collaboration
53%Planning For Activity-Based
Working
SQUARE FEET
LEGAL SERVICES
PROFESSIONAL SERVICES
BIO SCIENCES/PHARMACEUTICALS
TECHNOLOGY
ACCOUNTING
MANAGEMENT CONSULTING
MARKETING/ADVERTISING
450 400 350 300 100 50200 150250
NATIONAL AVERAGE
WHAT WE SEESPOTLIGHT ON TRENDS
Trend Efficiency Workplace Square Footage Per Employee
HOW WE PERFORMSUCCESS + ADVANTAGE
HONEYWELL
THE CHALLENGEWith more than 38 million square feet of real estate in 562 locations within the Americas, Honeywell International, Inc. called on CBRE to provide transaction management and strategic consulting services for its Americas portfolio. The company aimed to streamline real estate
processes while putting in place a systematic, strategic approach to measuring performance.
SOLUTIONChris Reynolds and his team are focused on Honeywell’s
four Key Performance Indicators for the portfolio:
Square foot reductionRooftop reductionOverall savingsCash generation
Along with identifying performance measures, CBRE implemented a stringent self-evaluation process that includes
regular data collection, econometric forecasting and real-time mark-to-market comparisons.
38,012,839 SQUARE FEET
562 LOCATIONS
92 TRANSACTIONS
IN 2016
The transaction team at CBRE that supports Honeywell is made up of highly
responsive, proactive, experienced transaction managers. They strive to
achieve the best outcomes for our business customers, maintaining a
balance of customer-oriented service while not being order takers.
–Dan Kirschner , Director , Americas Real Estate Honeywell
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CALLOUT CALLOUT CALLOUT
HOW WE PERFORMSUCCESS + ADVANTAGE
CLIENT NAME
SALES LEASING
22,575 $217.3B
TRANSACTIONS VALUE
$120.3B
TRANSACTIONS VALUE
62,525$337.6BTOTAL TRANSACTION VALUE (2017)
100+COUNTRIES
80,000+EMPLOYEES
7,900 SALES & LEASING PROFESSIONALS
450+OFFICES
5.5B SFPROPERTY & CORPORATE
FACILITIES MANAGED
$46.6BLOAN
ORIGINATIONS
$174.3BLOAN
SERVICING
$103.2BINVESTMENT ASSETS
UNDER MANAGEMENT
$6.8BDEVELOPMENT
IN PROCESS
474,300VALUATION & ADVISORY
ASSIGNMENTS
$74.9BPROJECT MANAGEMENT
CONTRACT VALUE
WHY CBRE?CBRE BUSINESS ACTIVITY
WHY CBRE?VALUE PROP
Global grasp
WE DELIVERWherever You Need To Be,
We Have Expert Teams In Place
YOU GETLocal Market
Knowledge Everywhere
Flexible Fit
WE DELIVERWe’ll Merge Our Best Practices With Your Preferred Processes
YOU GETSmooth Transitions And Operations
Seamless Service
WE DELIVERCbre’s Platform Has You Covered,
Whatever Needs Arise
YOU GETComplex Portfolio Needs Solved
Targeted Technologies
WE DELIVERHigh Tech? Check. What Sets Us Apart?
How We Use It
YOU GETTools Tailored To Your Portfolio
Proven Practices
WE DELIVERWe Build on What We Learn From
Projects and Clients Worldwide
YOU GETService That Sets The Gold Standard
Strategic Sense
WE DELIVERThis Isn’t About Deals. It’s About Linking
Real Estate and Business
YOU GETPortfolios Ready For Tomorrow
CBRE © 2018 All Rights Reserved. All information included in this letter/proposal pertaining to CBRE, Inc.—including but not limited to its operations, employees, technology and clients—is proprietary and confidential and supplied with the understanding that such information will be held in confidence and not disclosed to any third party without CBRE’s prior written consent. This letter/proposal is intended solely as a preliminary expression of general intentions, is for discussion purposes only, and does not create any agreement or obligation by CBRE to negotiate or continue negotiations. CBRE shall have no contractual obligation with respect to the matters referred to herein unless and until a definitive, fully-executed agreement has been delivered by the parties. Prior to delivery of a definitive
executed agreement, and without any liability to the other party, either party may (1) propose different terms from those summarized herein, (2) enter into negotiations with other parties and/or (3) unilaterally terminate all negotiations with the other party hereto.