INVESTMENT PROPERTIES SELF STORAGE CAPABILITIES OVERVIEW



Similar documents
THE CAPACITY FOR MORE

CBRE GROUP INC. leadership in every major market Respect, Integrity, Service and Excellence (RISE)

Steven T. Hussey, Principal-Executive Managing Director CA Asset Services

CBRE GROUP INC. Headquartered in Los Angeles, CBRE Group, Inc. is the world s largest commercial real estate services firm. We are a Fortune 500 and

CBRE LENDERS SURVEY LOOKING AT 2015 LENDING TRENDS IN CANADA FINANCING DEBT COMMERCIAL REAL ESTATE BOND TERM DEBT YIELDS MORTGAGE ACQUISITION

Investment Banking. Equity Capital Markets

Accelerating Your Business

Special Report Data Centers: Financing Strategies for Data Centers

Land Advisory Group Specialized Real Estate Services

Private Money Commercial Real Estate Finance Solutions

ROARING FORK ADVISORS COMMERCIAL REAL ESTATE INVESTMENT MANAGEMENT

MANAGEMENT LEASING BROKERAGE ACQUISITIONS RECEIVERSHIPS

Specialized Real Estate Solutions: Investor Services

ORGANIZATIONAL CHART FOR A TYPICAL LARGE REAL ESTATE COMPANY

Special Report Data Centers: Why the Great Demand for Data Centers?

STARWOOD PROPERTY TRUST ANNOUNCES SPIN-OFF OF SINGLE-FAMILY RESIDENTIAL BUSINESS

ATEL Growth Capital Fund 8, LLC. Financing Tomorrow s Technologies... Today

Corporate Profile. Receivership Services

Is Account Receivables Your Largest Asset? Unleash the Hidden Values A/R Insurance Can Deliver to Your Company. Presented by Glenn Robins

A LEADING LIQUIDITY PROVIDER TO REAL ESTATE INVESTORS WORLDWIDE COMPANY PROFILE

CHARLES WAYNE PROPERTIES, INC.

REAL ESTATE SERVICES. MMAREA services include, but are not limited to the following:

Loan Modifications, Short Sales, and Foreclosures

THE ELEPHANT IN THE CORNER:

LANDLORD REPRESENTATION OFFICE :: INDUSTRIAL :: RETAIL FLORIDA

Private. Regional. Real Estate Operators.

A thorough understanding of both local and international real estate markets is the key to reliable insight.

CAREER INFORMATION PACKAGE

BAYVIEW ADVISORS SELF STORAGE INDUSTRY AND REIT REPORT Q AND END OF YEAR 2015

The Brunner Fox Group at Morgan Stanley. Wealth Management Solutions for the Privately Held Business

Real Estate Investment Details

GLOBAL CORPORATE SERVICES

NorthStar Asset Management Group Inc. New York Office. Harness the Benefits of Real Estate Lending

Project Financing for Small Volume Home Builders

Asset Management Services. Partnering with Healthcare Systems & Physicians. A Leading Owner of Medical Office Buildings


E Smith Capital Partners provides capital-based strategy, services, and solutions for commercial real estate users and investors.

CBRE CAPITAL MARKETS. CBRE Capital Markets National Loan Sale Advisory Group CBRE CORPORATE OVERVIEW. CBRE Worldwide Statistics 2013

How To Run An International Financial Company

National Seniors Housing Group Specialized Real Estate Services

Commercial Mortgage Asset Management, Workout & Loan Restructuring Services

WTAS Valuation Services Group

Wealth Management Solutions

Call to improve your financial situation TODAY! What is your financial situation going to look like in 5 years... Our Mission

Special Report Data Centers: Considerations for Data Center Site Selection

Maximizing Your Equity Allocation

Cerberus PSERS Levered Loan Opportunities Fund, L.P.

Commercial Business Opportunity

is real estate CORPORATE OVERVIEW

CBRE GROUP INC. leadership in every major market Respect, Integrity, Service and Excellence (RISE)


MEDICAL OFFICE BUILDING 7255 N. Cedar Avenue Fresno, CA FOR SALE OR LEASE FOR SALE APPROVED SBA FINANCING

The Receivables Exchange. Darla Moore School of Business Inaugural Fixed Income Conference April 20, 2012

H i l l t o p S e c u r i t i e s C o r p o r a t e O v e r v i e w On Higher Ground

2015 NAIOP Chicago Awards for Excellence Finalists

Zillow Negative Equity Report

Financing and Liquidity Strategies

Industry Presentation 14 th Annual Factoring Conference San Diego, CA. Milestone Advisors, LLC. Commercial Finance Industry Overview.

TSYS Managed Services. Reduce your fraud exposure and losses by utilizing Fraud Mitigation Services from

personalized service. creative, value added solutions. a team of highly experienced real estate professionals. for all of your real estate needs.

Unmatched Service. Real Results.

SELF STORAGE MARKET OVERVIEW Fourth Quarter 2011

Sophisticated, Structured Financing for Real Estate Deals Up to $10 Million

Strategic Advisors Middle Market Investment Bankers

Equity COMMERCIAL INVESTMENT REAL ESTATE. Creating and Preserving Wealth

NEWS RELEASE NASDAQ Symbol: STRS Stratus Properties Inc. 98 San Jacinto Blvd. Suite 220 William H. Armstrong III Austin, Texas (512)

THE MARCUS & MILLICHAP ADVANTAGE

BUSINESS BRIEFING SELF STORAGE

Brookfield Asset Management Inc. BROOKFIELD PROPERTY PARTNERS SEPTEMBER 2012

Financing Options for Companies at Each Stage of Growth

- TerraCap Management Team

Is a bigger brokerage network better? Is smaller better? Neither. Better is better. X Team. Better.

Harvestons Securities, Inc.


Value-Added Financial Solutions for Growing Health Care Companies Specializing in the Following Sectors:

COMERICA BANK Technology & Life Sciences Division

CAREER OPPORTUNITIES IN FINANCE Department of Finance, Real Estate, and Insurance

TRUE NET CASH FLOW Enhancing Real Estate Efficiency TIC - Tenant In Common Real Estate Ownership

TOM A. SAMRA VICE PRESIDENT, FACILITIES

How To Work At Sensiba San Filippo Llp

Client Engagement and Compensation Guide

How To Make Money From Real Estate Outsourcing

D A T A C E N T E R S R E A L E S T A T E A C Q U I S I T I O N S R E P O R T YEAR IN REVIEW F I V E 9 S D I G I T A L

YOU, YOUR INVESTMENT ADVISOR, AND FIDELITY. The attention and support your financial future deserves

Panther Lake Heated Storage

REAL ESTATE & HOSPITALITY. Real Insurance Solutions for Real Estate and Hospitality

A Better Solution. Multidimensional Services. Seamless Results.

SafeGuard Capital partners. Managed Real Estate Investment Program

PEOPLE, PRICE, PRODUCT, PROMOTION and PRIDE

Graduate School of Colorado SBA lending Presentation

Ron Ross, CCIM Principal Broker

How To Become A Successful Finance Major

T HE PROPERTY ABOUT 55 WEST WACKER

Pinebrook Milford, OH. A Diversified Investment in Senior Housing

ERIC KAPLAN, SAGE INSURANCE SERVICING

Marketing Software and Web Developer with Clients Nationwide

Parkway Properties Overview

SEATTLE S PREMIER RETAIL SERVICES TEAM

PROJECT MANAGEMENT BUSINESS TRANSITION & MOVE MANAGEMENT SERVICES

Lease-Versus-Buy. By Steven R. Price, CCIM

Transcription:

INVESTMENT PROPERTIES SELF STORAGE CAPABILITIES OVERVIEW

OUR PROFESSIONALS PROVEN TRACK RECORD With more than $513 million in consideration and 8.8 million square feet sold since 2009, this self storage team led by Nick Walker offers customized investment sales, acquisition and recapitalization services, together with industryleading market intelligence, to provide unmatched exposure to buyers across the country. By leveraging the strength of CBRE s Self Storage Advisory Group, in conjunction with market research, a seamless execution process and longstanding relationships, the team can anticipate trends and command capital globally, validating CBRE s Self Storage Advisory Group as the safest and best choice for results in the global investment property capital market. $509M SINCE 2009 8.8 MILLION SF 72,083 UNITS TOTAL DOLLAR VOLUME sold in the u.s. sold since 2009 ORGANIZATIONAL CHART TRANSACTION LEADS executive support KEVIN AUSSEF Senior Managing Director BERNARD HADDIGAN Senior Managing Director NICK WALKER Vice President TREVOR ROBERTS Senior Associate MORGAN WINDBIEL Sales Associate JOE CESTA Managing Director immediate team support MIKE KINNISON Client Services Specialist AMANDA SPANGLER Operations Manager DIANE GONZALEZ Senior Administrative Assistant

SERVICES We specialize in the sale of self storage properties, land for self storage development, conversion sites and portfolio dispositions. Our focus on exclusive seller representation throughout the United States using a national platform gives us a big picture perspective of the overall market. SINGLE ASSET SALES multi-property portfolios capital markets investment brokerage Assist principals in the acquisition and disposition of Self Storage properties Offer local market expertise Access investors from all over the world Create competitive bidding atmosphere Maximize value for principals Enlist multi-market strategy Offer sellers multiple disposition methods from which to select Maximize returns Evaluate of all alternative recapitalization strategies Secure optimal debt structures Enable borrower s to obtain more loan proceeds Combine investment sales with financing and mortgage solutions Maximize flexibility Offer tailored services Formulate and execute real estate transactions to achieve specific objectives Promote efficient use of capita Mitigate tax burdens lending services Effectively combine consultative market perspective with innovative financing strategies Begin with thorough situation analysis Develop innovative strategy and focused implementation Deliver optimal financing JOINT VENTURES/ EQUITY PARTNERS Provide investment and advisory services to sophisticated institutional capital Target capital exploration and placement Unmatched expertise leads to recapitalization strategies including equity sales, debt placements and hybrid structures APPRAISAL Provide full range of estate valuation services Assist with valuation and consulting

SINGLE PARTY TRANSACTIONS AAA STORAGE 121,699 SF 861 Units Tallahassee, FL $7,575,000 king road self storage 112,590 SF 1,062 Units San Jose, CA $8,450,000 BIG EASY SELF STORAGE 110,188 SF 828 Units Kenner, LA $16,750,000 Desert gateway self storage 93,098 SF 798 Units Palm Desert, CA $10,600,000 rancho pueblo self storage 89,937 SF 625 Units Temecula, CA $10,000,000 HIGHWAY 65 SELF STORAGE 88,885 SF 500 Units Rocklin, CA $6,400,00 SPARE SPACE STORAGE 86,180 SF 682 Units Austin, TX $10,800,000 national storage centers 78,630 SF 626 Units Palmdale, CA $5,775,000 airport mini self storage 58,685 SF 393 Units San Jose, CA $6,225,000 mary street self storage 54,900 SF 515 Units Riverside, CA $4,450,000 storage direct-hampton falls 54,685 SF 515 Units Hampton Falls,NH $5,205,000 lockaway storage 51,078 SF 528 Units Fremont, CA $8,300,000

PORTFOLIO TRANSACTIONS a-american portfolio 46 Properties CA, IL, HI 26,503 Units 3,079,863 NRSF $146,000,000 W.P. CAREY 20 Properties Various 12,561 Units 1,396,483 NRSF $117,000,000 az 13 portfolio 13 Properties AZ 4,528 Units 466,462 NRSF $23,500,000 simply portfolio 7 Properties CA 3,839 Units 520,870 NRSF $17,987,182 2 las vegas properties 2 Properties NV 2,225 Units 192,265 NRSF $15,500,000 2 Hawaii properties 2 Properties HI 917 Units 80,799 NRSF $8,050,000 2 new hampshire properties 2 Properties NH 875 Units 111,300 NRSF $6,400,000 rv storage usa portfolio 2 Properties CA 598 Units 156,300 NRSF $4,250,000

client testimonials I own over $250 million in Self Storage properties across the United States and I only trust Nick and his team to sell my properties. You will never find a better broker who understands his client s needs. Daniel Elefante Storage Direct I have purchased and sold over a $100 million in self-storage properties throughout my career in real estate and I have never met a better person to deal with than Nick Walker. His team is professional, understood my needs and delivered time after time. I wish I would have worked with him sooner. Michael Garrity Lockaway Storage Nick, Trevor and Michael were continually available during the marketing process, quickly responding to late night and weekend emails and phone calls. I was repeatedly impressed with the team s attention to detail and willingness to do whatever it takes to get the deal closed. Michael Fogelman Desert Gateway Self Storage, L.P. Mr. Walker and his team brought tremendous value, expertise and credibility to our transaction. We would not have sold the properties at the price we received without him. Edward Vassallo, Vice President, US Bank client list WELLS FARGO

CBRE Overview Whether it is a local, national or global assignment, CBRE applies insight, experience, intelligence and resources to help clients make informed real estate decisions. The many strengths that CBRE brings to each transaction include: CBRE Group, Inc. (NYSE: CBG) Fortune 500 S&P 500 LOS ANGELES, CA Headquarters An intimate knowledge of virtually every major market in the world A proven track record of meeting diverse client needs Dedicated leadership positions in all service lines Intellectual capital and technological resources that develop and deliver superior analytical, research and client service tools to its professionals An organizational structure that harnesses the firm s collective expertise World s Largest Commercial Real Estate Services & Investment Firm* * in terms of 2014 revenue cbre worldwide business activity statistics 2014 COVERAGE 44 372 5 2, 0 0 c a b Countries Offices Employees 6,600 Sales & Leasing Professionals d SALES Transactions Value TRANSACTIONS $284.9B Transactions LEASING 20,975 $176.9B 60,000 $108.0B TOTAL TRANSACTION VALUE BY PRODUCT Value Property & Corp Facilities Managed e Loan Originations f Loan Servicing g Investment Assets Under Management Development in Process h Valuation & Advisory Assignments Project Management Contract Value i 3.7B SF $33.8B $144.7B $90.6B $5.4B 134,525 $40.6B a. excludes 20 countries covered by affiliate offices; b. excludes 90 affiliate offices; c. excludes approximately 4,275 affiliate employees; d. excludes affiliate sales & leasing professionals; includes approximately 125 mortgage brokerage professionals; e. includes 0.2 billion sq. ft. managed by affiliate offices; f. includes loan sale advisory; g. includes loans serviced by GEMSA, a joint venture between CBRE Capital Markets and GE Capital Real Estate; h. includes $0.3 billion of Long-Term Operating Assets (projects that have achieved a stabilized level of occupancy or have been held 18-24 months following shell completion or acquisition); i. includes $23.9 billion of projects that were in process as of December 31, 2014

INVESTMENT PROPERTIES SELF STORAGE CAPABILITIES OVERVIEW 30 Collective Years of Experience NICHOLAS WALKER Vice President T +1 909 418 2173 nick.walker@cbre.com Lic. 01827268 ADVISORY CONTACTS TREVOR ROBERTS Senior Associate T +1 909 418 2174 trevor.roberts@cbre.com Lic. 01801520 MORGAN WINDBIEL Sales Associate T +1 909 418 2177 morgan.windbiel@cbre.com Lic. 01975734 MIKE KINNISON Client Services Specialist T +1 909 418 2175 mike.kinnison@cbre.com TEAM SUPPORT AMANDA SPANGLER Operations Manager T +1 909 418 2013 amanda.spangler@cbre.com DIANE GONZALEZ Senior Administrative Assistant T +1 909 418 2091 diane.gonzalez@cbre.com CBRE, Inc. Broker Lic. 00409987 2015 CBRE, Inc. This information has been obtained from sources believed reliable. We have not verified it and make no guarantee, warranty or representation about it. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for your needs.