How To Be Successful In Portugal

Transcription

1 PRINT COVER [EXAMPLE] CONSULTANCY Track Record October 2013

2 OUR SERVICES

3 OUR SERVICES Consultancy The name CBRE is known throughout the world as a source of reliable, professional advice. On the Consultancy side, we have the capacity and experience to produce detailed market and strategic studies, in terms of the definition and positioning of real estate assets, allowing our clients to make informed decisions at the right time. We have provided consultancy advice on all types of property through Portugal (retail, offices, industrial, residential and tourism) on behalf of major local and foreign companies. 3

4 OUR EXPERIENCE

5 OUR EXPERIENCE Retail - Some Examples OLAIAS PLAZA GALERIAS TWIN TOWERS SINTRA-CASCAIS BELOURA SHOPPING PENÍNSULA DE SETÚBAL LAND Client: Fernando Martins, Sociedade de Construções Strategic Consultancy for market repositioning of the shopping centre. Client: Realia SA/ Ferrovial SA Strategic Study for the development of a shopping centre and street retail spaces Client: ESAF Strategic Consultancy for market repositioning of the shopping centre. Client: TCN Property Projects Market study and commercial viability analysis for a retail scheme. PARQUE MAYER RETAIL GALERY ALCOCHETE FREEPORT FACTORY OUTLET SANTARÉM W SHOPPING Client: Lend Lease Commercial and financial viability analysis. Consultancy. Client: Hotel Ritz Critical analysis of the existing project. Commercial and financial viability analysis. Client: Barclays Capital Market analysis. Effects on the catchment area. Client: Grupo Imocom Consultancy. Commercial strategy definition. 5

6 OUR EXPERIENCE Retail - Some Examples PORTO PORTO SHOPPING GUIMARÃES SHOPPING CENTRE OLHÃO RIA SHOPPING TAVIRA TAVIRA GRANDPLAZA Client: Sonae Imobiliária Market study. Commercial viability analysis. Client: Vougainvest / Gestilouro Commercial viability study for the development of a new shopping centre. Client: Vougainvest e Casaisinvest Commercial viability study for the development of a new shopping centre. Client: Martifer Commercial viability study for the development of a new shopping centre. VILA NOVA DE GAIA GAIA CULTURAL CENTRE COVILHÃ RETAIL PARK ALMACIL SHOPPING CENTRE PORTUGAL SEVERAL Client: Novopca Consultancy. Product definition and commercial strategy. Client: The Edge Group Market study and commercial viability analysis for a Retail Park. Client: Morgadimo Commercial viability study for the development of a new shopping centre. Client: The Edge Group Viability study of potential locations for new retail developments. 6

7 OUR EXPERIENCE Offices and Logístics - Some Examples PARQUE DAS NAÇÕES-EXPO AIRPORT TORRES DE COLOMBO BUILDING Client: AXA Office market analysis in Parque das Nações/ Expo. Client: ANA Aeroportos de Portugal, SA Office market analysis in Lisbon and market positioning of a new office building. Client: Sonae Sierra Office market study and Torres do Colombo positioning analysis. Client: Tranquilidade Viability analysis for office project in Rua Rodrigues Sampaio. BUILDING BUILDING EXPO GRANDE SEVERAL Client: Banco de Portugal Strategic consulting in Real Estate assets use. Client: EDP Sales strategy advisory on Real Estate portfolio. Client: Expo 98 Real estate strategy advisory and viability study. Client: Deka Immobilien Investment Logistics real estate market study. 7

8 OUR EXPERIENCE Residential - Some Examples BAIXA-CHIADO BUILDING PARQUE DAS NAÇÕES PORTO VILA NOVA DE GAIA E MAIA Client: Riera Residential market study in Baixa-Chiado. Client: Lusitana Market study and product definition for residential building in Avenida António Augusto de Aguiar. Client: Globurban Residential market study in Parque das Nações. Client: Coepar Residential market study in Vila Nova de Gaia and Maia councils. BUILDING DIVERSOS PORTFOLIO ALGARVE AND ALENTEJO Client: Tranquilidade Financial viability analysis for a residential project in Avenida António Augusto de Aguiar. Client: Eastbanc Residential market study in Lisbon. Client: Particular Asset Management strategy for a residential portfolio located in Lisbon. Client: Rar Imobiliária Residential market study on the second home market. 8

9 OUR EXPERIENCE Others - Some Examples PRÉDIO MAIA PRAÇA MAIOR PORTUGAL PORTFÓLIO PORTUGAL SEVERAL Client: Estamo Market study, best use and product definition for residential building in Carnide. Client: GEF Viability analysis and definition of the real estate concept for mixuse project. Client: Companhia de Seguros Tranquilidade Strategic consultancy for the rentability of the client s real estate portfolio. Client: ESAF Guidelines and Investment Strategies for Investment Open- End Funds managed by ESAF. GRANDE PORTO MIX-USE PROJECT PORTO QUARTEIRÃO D. JOÃO II PORTUGAL PORTUGAL SEVERAL Client: The Edge Group Viability analysis and definition of the real estate concept for mixuse project. Client: 2 Fundos Millennium Gestão de Activos Market study and Mix Use definition for Quarteirão D. João I. Client: Santander Totta Investment funding in Commercial Real Estate in Portugal. Client: EDP Touristic use and strategic definition for several properties located near albufeiras in Portugal. 9

10 OUR EXPERIENCE Public Sector - Some Examples TERREIRO DO PAÇO Client: Frente Tejo Urban Consultancy for Terreiro do Paço. PARQUE DAS NAÇÕES Client: Parque Expo Strategic consultancy for the development of a new office area in Lisbon. PORTO AVENIDA DOS ALIADOS AND SURROUNDING AREA Client: Porto Vivo Strategic study for retail regeneration in Avenida dos Aliados and surrounding area. PORTO 3 PROJECTS Client: Câmara Municipal da Maia Definition of the Real Estate Concept, Valuation and Marketing of 3 projects. ALTA DE LISBOA PORTO BUILDING PORTO BOLHÃO S MARKET FARO FARO S AIRPORT Client: SGAL Strategic study for the development of office and retail space. Client: CGD Market study and Mix Use definition for Camões building. Client: Câmara Municipal do Porto Market analysis. Consultancy. Definition of Tenant Mix. Client: ANA Aeroportos Viability study for the construction of a hotel in the Airport s surrounding area. 10

11 OUR TEAM

12 OUR TEAM Department Francisco Horta e Costa FRANCISCO HORTA E COSTA Managing Director Managing Director of CBRE Lisbon since October Degree in Economics from Universidade Lusíada, Lisbon. After a brief one year experience at Citibank, Francisco worked for a Spanish construction company (Agroman/Ferrovial) where he was responsible for the Treasury Department. Francisco then spent 10 years at CBRE Portugal where he started working as a property fund manager and where he headed the Investment Department for almost 7 years, having led and participated in several relevant transactions in the market, with both domestic and international investors. In September 2008 Francisco joined Norfin, a Portuguese fund manager with circa 1bn of assets under management, as International and Commercial Director, and Board Member of the company in Spain. Francisco re-joined CBRE in November 2009 as Senior Director, coordinating contacts with institutional investors in the various areas of business, namely Capital Markets, and is also a member of the European Cross Border Capital Markets Group. Cristina Arouca CRISTINA AROUCA Associate Director Cristina Arouca joined CBRE in 2005 to develop the Research and Consultancy Department. Cristina has a management degree from the Universidade Católica Portuguesa and previously has worked for Banco Efisa and Hotel Ritz as a consultant and financial analyst. At CBRE she is responsible for the analysis of the real estate market and production of market reports for all the property sectors: office, retail, warehousing and residential. On the Consultancy side, has carried out several market and strategic studies, as well as the definition and positioning of real estate products in the different sectors of real estate activity, for clients both national and international. Among her clients are Sonae Sierra, Tranquilidade, AXA, Estamo, Banco Santander Totta. 12

13 ABOUT CBRE

14 ABOUT CBRE Historical Background and Activity CBRE was founded in the City of London in In the 1960 s, the firm experienced large-scale expansion, growing to become a worldwide influence in the areas of property investment and corporate advice marked the merger with the American company CB Commercial, founded in 1906, in S. Francisco, forming a new company CBRE. In June 1998, CBRE acquires Hillier Parker May & Rowden, with headquarters in London, becoming the first company able to offer an entire range of real estate services in the main world markets through one sole entity. In 2003, CBRE acquired the Insignia Financial Group one of the major groups operating on the global real estate market. With this merger CBRE has become the world s leading commercial real estate services firm. Including partner company statistics, CBRE presently employs more that 34,000 professionals, with over 300 offices in over 60 countries. With headquarters in Los Angeles, the company is present in the North America, Latin America, Europe, Middle East, Africa and Australia markets. In 2012, the company posted revenues of 1.03 billion dollars for Europe, Middle East and Africa (EMEA). EMEA business activity 2012 included 7,175 sale and lease transactions, with a total value of 44.6 billion dollars, 61,775 valuation and advisory assignments. CBRE property and corporate facilities management portfolio was 55.7 billion square meter in

15 ABOUT CBRE Historical Background and Activity CBRE - Timetable 1773 Richard Ellis is founded CB Commercial is founded Westmark Realty Advisors, a leading institutional advisory and investment management firm, is acquired LJ Melody and Co., one of the nation s top commercial mortgage bankers, joins CB Commercial CB Commercial merges with Koll Real Estate Services, a premiere facilities and property management firm With the acquisition of Richard Ellis International and London-based Hillier Parker, CBRE is the first real estate services firm able to deliver integrated services on five continents. With the merger and acquisition of the Insignia Financial Group, CBRE becomes the world s leading commercial real estate services firm. CBRE acquires Trammwell Crow Company and expands the leadership as commercial real estate services firm. CBRE pledges to become carbon neutral by 2010 making CBRE the first commercial real estate services company to annouce such a goal CBRE becomes first real estate services company ever included among the Fortune CBRE is the only commercial real estate company to earn a place on this year s BusinessWeek 50, where it has been ranked for the third year running. For the eleventh year running CBRE voted as the premier global brand in real estate by the Lipsey Company Brand survey. 15

16 ABOUT CBRE Historical Background and Activity LEGEND LEGEND Wholly Owned Offices Wholly Owned Offices Affiliate Offices Affiliate Offices Multiple Offices Multiple Offices 16

17 ABOUT CBRE Global Locations Angola Croatia Italy Nigeria South Korea Argentina Australia Austria Bahrain Belgium Botswana Czech Republic Denmark Finland France Germany Ghana Japan Kazakhstan Kenya Latvia Lithuania Luxembourg Norway Panama Peru Philippines Poland Portugal Spain Sweden Switzerland Taiwan Thailand Turkey Ukraine Brazil Bulgaria Cambodia Canada Chile Greece Hong Kong Hungary India Ireland Malaysia Mexico Montenegro Morocco Netherlands Romania Russia Serbia Singapore Slovakia United Arab Emirates United Kingdom United States Venezuela Vietnam China Israel New Zealand South Africa Zimbabwe 17

18 ABOUT CBRE CBRE in Portugal Operating in the real estate market in Portugal since the opening of our Lisbon office in 1988, CBRE offers services to some of the most important national and international companies in the various sectors of the market. CBRE acts on behalf of clients in the sale, lease, and property management, offering corporate services, valuation, consultancy and research and building consultancy services. CBRE provides complete real estate services to all real estate market players, companies and private clients, namely occupiers, tenants, developers and investors. We are active in all sectors, including offices, industrial, retail, hotels, resorts and residential and in all the different stages of development: land, property for sale or lease. In the last years, CBRE has reinforced its international position from Portugal, through an affiliate company in Angola, Zenki Real Estate (2010), and with a Portuguese presence in the S. Paulo office (2011), offering support to European clients, in particular to Portuguese and Spanish companies and investors. 18

19 For more information please contact: CRISTINA AROUCA Associate Director T cristina.arouca@cbre.com Edifício Amoreiras Square Rua Carlos Alberto da Mota Pinto, 17, 10ºA Lisbon T