Investment. Phillip Street, Sydney. Capability Statement

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1 Investment ADVISORY services Australia Phillip Street, Sydney Capability Statement

2 Optus Centre, Macquarie Park

3 Investment Advisory Services OVERVIEW CBRE s Investment Advisory Services team provides a range of services to help our clients determine strategy and execute transactions involving major investment properties. Our services include: Transaction Advice Financial Modelling Pre-marketing Due Diligence Acquisition Due Diligence These services are designed to ensure that our clients are as fully informed as possible during negotiations and are able to execute transactions quickly and efficiently. A feature of our service is that we act as independent advisers, not agents, and we are fully aware of the need for confidentiality in all engagements that we undertake.

4 SCOPE OF SERVICES 1. Investment Advisory Services acts as an independent adviser and is able to provide strategic advice to clients when they are making decisions relating to transactions, for example, when to buy, when to sell and how to present the asset (or portfolio) in the best possible light. Our clients may be involved in the acquisition, disposal, financing or administration of property and every matter we undertake is unique and is approached according to the particular circumstances. In addition to the substantial experience within our own service line, and subject to appropriate confidentiality, we are able to draw upon the vast depth of market knowledge within CBRE, including our Global Research and Consulting team at a macro level, and/or valuers and agents who are actively involved in specific local markets. This practical market information enables us to provide well researched and reasoned advice to assist our clients. Transaction Advice In addition, we have access to specialist expertise within CBRE, such as our Sustainability and Town Planning service lines, whose input can be invaluable in confirming that all bases are covered when making important decisions on the timing of transactions. In particular, the ground work that may need to be done before a decision is made to buy or sell, for example relating to energy ratings, proposed zoning changes, etc.

5 2. Our pre-marketing due diligence service for vendors of major investment properties is designed to ensure that transactions are executed as efficiently as possible. Pre-marketing Due Diligence In addition, we review the lease agreements to check that the tenancy schedules are accurate and that we are aware of any unusual clauses that may impact on the income. Thorough preparation before offering assets for sale means that the information provided to prospective purchasers by the marketing agents is as up to date and accurate as possible. Experience has shown that a well informed marketing team has a higher chance of success. We believe a thorough and detailed approach to pre-marketing due diligence is essential to achieving the optimum results. We approach pre-marketing due diligence in a structured manner to gain a detailed understanding of the asset (or portfolio) being offered for sale. We are specialists who undertake due diligence around Australia on a regular basis, giving us the experience to complete the task with maximum efficiency. Our involvement is virtually a dummy run of what a purchaser will do and any information or documentation that is incorrect, incomplete or outstanding can be updated, located or finalised in advance of the formal due diligence period. We can also assist our clients and their other advisers with the preparation of the dataroom. This includes critically examining all income and expenses to ensure their accuracy and in doing so we review and fully understand issues such as outgoings recoveries and percentage rent calculations.

6 SCOPE OF SERVICES 3. Financial modelling brings together the due diligence information in a concise manner, analysing the potential performance of an asset or a portfolio. All critical aspects are examined, compared to industry benchmarks and analysed in a cash flow model. Typically the analysis concentrates on: General Market advice: Forecast face and effective office rental growth Market commentary including forecasts Vacancy forecasts Relevant investment yields Financial Modelling The cash flow model reviews key variables that can impact price and shows the pricing sensitivity to movements in them. Typically the output is a 5 and 10 year cash flow, however this can be tailored to suit. What if scenarios can be run depending on particular client requirements. For example, some parties require analysis on a zero tenant retention basis or have their own view on market forecasts. In portfolio analysis, parties may request analysis excluding particular assets, or including additional properties. Off-shore investors utilise the analysis as a local benchmark to compare against their own analysis, which commonly is conducted under different scenarios and varying global inputs. Asset/Portfolio Commentary: Current rent profile Current incentive profile Lease rollovers Capital expenditure Commentary on the building and its standing in the market Development options can also be considered and analysed including a comparison between various options and uses, be it commercial, retail, residential, hotel or other use. The timing of development projects is critical, especially where existing improvements are income producing. The analysis is carried out to determine whether the risk and return are sufficient to justify redevelopment.

7 4. Our acquisition due diligence service aims to ensure that our clients have a full and detailed understanding of the property or portfolio that is being acquired. Acquisition Due Diligence We adopt a commercial, rather than a tick the box, approach and we are constantly seeking to identify issues that will assist our clients to acquire a property or portfolio at the best price. We do this by investigating, interpreting and verifying a comprehensive checklist of information to gain a detailed understanding of the asset or portfolio. This includes reviewing lease agreements, ensuring that income and expenses are supported by documentation and highlighting any unusual or restrictive features of a property that may have an adverse impact on the income stream. Included in the due diligence process is our estimate of the sustainable income, which is then compared with the vendor s stated income. This enables us to identify differences that may assist in renegotiating the price, including any deal breaker issues and recommendations on how they should be resolved. Apart from the assurance and comfort that is gained by retaining experienced professionals to assist the acquisition process, our involvement allows our clients to concentrate on other aspects of the transaction, such as securing finance and liaising with investors. Furthermore, using a third party to identify and quantify contentious issues helps to preserve your relationship with the vendor. Among other investigations, we provide a comparison of rents before and after recent lease renewals and new leasings, together with any associated incentives, to determine the trend in rents and the level of incentives.

8 TRACK RECORD NatIOnal/ InternatIOnal Pre-marketing due diligence on a portfolio of 34 shopping centres in Australia on behalf of Woolworths Acquisition due diligence on a US $1 billion portfolio of ten regional malls in the USA Advice to Sovereign Wealth Fund on the acquisition of units in a wholesale Shopping Centre fund with assets throughout Australia Financial modelling advice for prospective purchaser of an interest in a major UK regional shopping centre Transaction advice to a REIT on the disposal of a portfolio of office buildings throughout Australia Pre-marketing due diligence on several shopping centres in NSW, Vic and SA on behalf of Centro Assisted vendor of a major industrial portfolio with compilation of the data room and responses to RFIs WA QV1, Perth Transaction advice and financial modelling, QV1, 250 St George s Terrace, Perth Acquisition due diligence, Phoenix Shopping Centre Acquisition due diligence, Wanneroo Central SA Centro Hollywood, Adelaide Pre-marketing due diligence, Centro Hollywood Transaction advice and financial modelling, 151 Pirie Street, Adelaide Pre-marketing due diligence, St Agnes Shopping Centre Accurate financial information is critical for a swift and efficient transaction for both buyers and sellers alike. The CBRE Investment Advisory Services team provides this by undertaking a critical analysis of income and expenses to determine the sustainable income and ensuring that sources of income are valid and are supported by current documentation.

9 QLD Domain Central, Townsville Acquisition due diligence, Domain Central, Townsville Acquisition due diligence, Centro Hervey Bay Transaction advice and financial modelling, 400 George Street, Brisbane Strategic asset management advice to a mortgagee of two distressed shopping centres Transaction advice and financial modelling, Central Plaza, Brisbane Transaction advice and financial modelling, 10 Eagle Street, Brisbane NSW mlc Centre, Sydney Transaction advice and financial modelling, MLC Centre, Sydney Transaction advice for Woolworths Headquarters, Norwest Transaction advice and financial modelling, Aurora Place Transaction advice and financial modelling, 259 George Street Transaction advice and financial modelling, 20 Martin Place Lease structures and value impact, Darling Park, Sydney Development feasibility for Darling Walk, Sydney Development feasibility and land use study, Sydney Airport Transaction advice, Home Hub Hills, Castle Hill Pre-marketing due diligence, Bay Village, Bateau Bay Acquisition due diligence, Pittwater Place, Mona Vale VIC Point Cook Town Centre Melbourne Acquisition due diligence, Point Cook Town Centre Transaction advice and financial modelling, 150 Collins Street, Melbourne Transaction advice and financial modelling, 452 Flinders Street, Melbourne Transaction advice and financial modelling, 595 Collins Street, Melbourne Market Report, 80 Collins Street, Melbourne

10 SAMPLE OF CLIENTS

11 Central Plaza, Brisbane

12 CONTACT DETAILS Sandy Hamilton ReGIOnal Director Investment AdvISOry ServICes T: M: Charles Long SenIOr Director Investment AdvISOry ServICes T: M: Janet Sun Senior AnalYSt Investment AdvISOry ServICes T: M:

13 Investment ADVISORY services Australia Capability Statement

14 CBRE OFFICE LOCATIONS AND PHONE NUMBerS AUSTRALIAN CAPITAL TERRITORY Canberra NEW SOUTH WALES Camden Northern Beaches North Sydney North Sydney Residential Projects Parramatta South Sydney Sydney QUEENSLAND Brisbane Brisbane GCS Cairns Gold Coast SOUTH AUSTRALIA Adelaide VICTORIA Melbourne Melbourne GCS Mulgrave WESTERN AUSTRALIA Perth Perth GCS NEW ZEALAND Auckland Christchurch North Auckland South Auckland Wellington Springwood Sunshine Coast CBRE provides services in: Asset Services Capital Advisors CBRE Hotels CBRE Project Management Global Corporate Services Global Research and Consulting Industrial Logistics and Investment Services Institutional Investment Properties Investment Advisory Services Investment Properties Office Services Residential Projects Retail Services Structured Transactions & Advisory Services Sustainability Town Planning Valuation & Advisory Services CBRE1436

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