GLOBAL CORPORATE SERVICES REAL ESTATE SOLUTIONS CB RICHARD ELLIS
Global corporate services There s a reason to choose CBRE IT S THE NETWORK! Global Reach Experience Resources Results World s largest commercial real estate service provider 7,000 brokers worldwide Over 425 offices in more than 60 countries worldwide Over 300 + GCS Clients, including 85 of the Fortune 100 $138.8 billion in annual transaction management volume. Knowledge is proprietary not a commodity - $30M invested annually in research/data Harbor Flex - Web-based technology with real-time access to project updates and documents #1 Corporate Real Estate outsourcing Company according to the 2010 rankings by The Black Book of Outsourcing 32 new client partnerships this year Americas - 18,200+ employees, 209 offices, 9 countries EMEA - 4,300 employees, 128 offices, 39 countries APAC - 5,800+ employees, 96 offices, 14 countries Over 75,000 leases maintained Unmatched track record of successful assignments collaborative team of professionals each with 10+ years of experience Portfolio Insight, Porfolio IQ, MarketStrike, TM Toolkit 300 market research specialists, encompassing 40 countries worldwide Operations data from 235 million square feet Named to the 50 Best in Class companies by Business Week. Named #1 Real Estate Brand 2010 (9th year straight) by The Lipsey Company 2009 Kingsley Results Overall Client Satisfaction 90%
GloBal corporate services CB Richard Ellis Global Corporate Services (GCS) is the world leader in commercial real estate services. As the top real estate services provider named to the Global Outsourcing 100 by the International Association of Outsourcing Professionals, CB Richard Ellis delivers work place solutions to over 300 corporate clients, including 85 of the Fortune 100. Our GCS Team partners with corporations and other occupiers of real estate to develop and execute strategies that align real estate decision with business performance and management objectives. Our process provides accountability, oversight, and management throughout every real estate service by a single point-of-contact dedicated transaction manager who harnesses local market knowledge and works closely with our clients to develop and manage a consistent, portfolio-wide process for managing transactions on a local, national or global level. This delivers the following benefits to our clients: Globalization - Uniform performance of transactions on a global basis with standardized processes and barrier-free execution. We are not limited to major markets but have developed a network that serves secondary, tertiary, complex, hostile, and emerging markets as well. Reduced costs - Economies of scale, reengineering the work process, and better financial controls and support. Alignment of business strategy with portfolio strategy - Transaction Management needs a place at the table to ensure the real estate portfolio satisfies the needs of the business units and their overarching business strategies. We can orchestrate the entire real estate process, allowing our partners to remain in control yet focus on more strategic priorities. Portfolio flexibility - Greater flexibility in lease and transaction obligations in order to adapt to changing business strategies or market trends. Access to market intelligence and data - Knowledge is proprietary not a commodity CBRE invests $30M annually in research/data. Technology - Proven and award winning technology solutions for portfolio, transaction and lease management. Quality and Execution Higher utilization of specialized skills and equipment, more efficient work process and improved speed to market. Protection A partner working solely on your behalf who understands your values and goals. Selection of the best talent Collaborative team of professionals each with 10+ years of experience. Sarbanes Oxley Increased efficiency with custom and consistent reporting methods.
GloBal CBRE Office Locations AMERICAS 18,200+ Employees 209 Offices 9 Countries We re a technology company anticipating a new wave of M&A activity. How can we get ahead of the curve? We ve experienced record growth through M&A last year. How can we dispose of excess space and better optimize our real estate portfolio? EMEA GLOBAL REACH, LOCAL SOLUTIONS CB Richard Ellis has the depth of services, the breadth of geography and the highest caliber of talent to assemble and deliver tailored, integrated real estate solutions wherever you are. Our delivery model crosses multiple service lines and is built on a platform that ensures consistent delivery of services. 4,300+ Employees 128 Offices 39 Countries What are the best practices of corporate real estate organizations, and how can they be adapted to a state government organization like us? We re a financial services company seeking to increase our coverage area and benefit from superior market intelligence. How can we get there?
GOING ANYWHERE, PROVIDED IT BE FORWARD How do we outsource in a manner that adds value and releases our internal team to focus on strategy and customer relationship management How can my company increase its portfolio flexibility? APAC 5,800+ Employees 96 Offices 14 Countries How can my company reduce real estate expenses and increase the quality of our real estate portfolio? How do other manufacturing companies with our size and scope get consistent service delivery across asia Pacific? Corporate wants to implement a real estate strategy that supports our company s business growth and objectives. How can CBRE help? How do we move from tactical to strategic delivery of real estate solutions?
TRANSACTION management SAMPLING OF GCS SERVICES Some of the world s most admired corporations outsource their real estate transaction management function to CB Richard Ellis. Using a consultative approach, our elite group of transaction manager s work closely with our clients to develop and manage a consistent, portfolio-wide process for handling brokerage transactions on the local, national, or global level. Multi-Market Transaction Services Lease Administration Site Selection Property Acquisitions Property Dispositions Project Leasing/Subleasing Tenant Representation Sale-Leasebacks Capital Markets: Investment Sales Relocations Build-to-Suits Data Management and Reporting Strategy Services & Speciality Solutions Complex and emerging market strategies Portfolio assessment/administration Valuation Services (Appraisals and BOV) Market Analytics & Demographics Mapping Market research and intelligence Financial planning and analysis Property Tax Appeals Real Estate strategy development Land Use and Entitlement analysis Due Diligence Reports We require a platform that is flexible, responsive and knowledgeable. This platform is needed on both a local and national level. We get that with CB Richard Ellis. Craig Tagen, ING Clarion CBRE makes your job easier by aligning their interests with yours. They have consistently provided the level of support and results we have come to expect. Kenneth J. Kaminski, Invesco
transaction management Bank of america Case Study TRANSACTION MANAGEMENT-Specific Account Initiatives Reduce portfolio envelope with speed Reduce rental rates Deliver quality transactions Realize gains from underutilized or excess real estate Accurate and timely reporting within Virtual Premise quick facts Client since: 1993 Geography: United States Size: 41,100,000 SF Services: Facilities Management, Project Management, Transaction Management, Mobile Maintenance, Strategic Sourcing Re-engineer service delivery for labor savings (9 FTEs and $1.5 million for current portfolio or 18 FTEs and $3.0 million for national portfolio) RESULTS Renewed 644 banking centers adding 7,335 years of renewal option protection New Stores 3.4 sigma, but defect free since month one of the measure s implementation Inspected all 1,420 owned CBRE sites for RGO identification Delivered 100% of new store sites necessary for delivering new store opening goals Delivered 100% of ATM locations necessary for delivering ATM opening goals account successes Savings Catagory 2006 2007 2008 total Space Disposition Savings $82.77M $15.5M $106.6M $204.87M RGO Contributions $27.1M $11.4M $13.3M $51.8M New Store Openings 36 42 68 146 Retail Renewal Option Years Added 2,328 1,508 1,170 5,006
TECHNOLOGY Portfolio Insight Portfolio Insight for Transaction Management services Features of system include location detail information, key date management, document management, log items, contacts, mapping and a very flexible user security model. Portfolio IQ Portfolio IQ is a proprietary, knowledge-based tool used by CBRE account teams to identify cost savings and service delivery opportunities across all core functions, including transaction management, project management, facilities management, lease administration and consulting. Market Strike Market Strike is an automated market analysis tool that helps companies manage strategic real estate decision about how and when to renegotiate, renew or exit leases by determining whether contract rents are at, above or below market levels. TM Toolkit TM Toolkit and TM Mid-Cap Toolkit Ease of access to 100s of best practice documents and templates Refreshed and updated constantly Self service greatleasedeals.com GreatLeaseDeals.com makes available the largest aggregated collection of qualified sublease space in the U.S. The site offers value pricing and packaging that clearly identifies the rate terms of the listing and highlights the savings potential compared to market rates allowing the customer to fully identify the value proposition. Our team needed to find new ways to be more efficient, more opportunities to reduce expenses and better methods to track those results. CBRE utilized its expertise to collaborate with us to continually improve our operating model, processes and technology, which has netted additional cost avoidance and savings, as well as increased communication and reporting. Frank Robinson Vice President, MRE McKesson Corporation
Harbor flex CB Richard Ellis has partnered with Harbor Flex to provide our clients with a robust 100% web-based lease and real property portfolio administration system. This industry leading technology offers all of the features found in traditional applications, but without the problems associated with implementing and maintaining a complex and costly software package. The intuitive interface offers unparalleled simplicity, without sacrificing flexibility and advanced features. Using our system, clients have significantly reduced the amount of time spent completing common functions related to the administration of their lease and owned property portfolio. Lease Harbor LLC - Proprietary and Confidential 100% Web-Based Nothing to install - accessible entirely through a web browser Unlimited simultaneous users at multiple locations Changes are processed in real time and can immediately be viewed by any user Easy to Get Started and Use Affordable Full support for conversion of existing data Intuitive, fast and easy to navigate Readily accessible executive summaries and drill-down reporting Flexible Unlimited custom data fields and sections with multiple data types Comprehensive reporting tool allows clients to easily create and customize their own reports Convenient data export for offline reporting and analysis Powerful ad hoc searching and reporting capabilities Flexible and comprehensive user security can be configured at every geographic or organizational level, functional area, and record type Secure and Reliable Secured through industry-standard encryption (128-bit SSL) World-class infrastructure and technologies Proactive customer support, unparalleled customer service Client-controlled download of portfolio data as a standard feature
PORTFOLIO ADMINISTRATION SERVICES CB Richard Ellis global Portfolio Administration Services group helps clients identify, collect, analyze, and manage key portfolio and operational data to identify portfolio trends, spot opportunities and make sound real estate decisions that support business strategy and drive value. Portfolio Administration Services Set up / including lease abstraction Ongoing lease administration Database creation and maintenance Desktop and full scope lease audits Critical dates Portfolio & rent reports Consultation on technology platforms Transition management of client portfolios Platform Statistics Maintain over 75,000 leases 250+ full-time staff servicing 250+ clients Audit experts Data center administration 4 Centers of Excellence Memphis, Toronto, London & Hong Kong Client BenefitS Sarbanes-Oxley compliant technology platform and processes Reduction of rent via landlord bill and lease audits Typical client savings equal to 2x cost of services Risk reduction via lease abstracts and critical date reporting Standardized process reporting BOART LONGYEAR Case Study quick facts Client since: 2010 Geography: Global Size: 3.5 million SF, more than 150 leases under management in 30 countries Services: Site Selection, Transaction Management, Lease Administration, Project Management PORTFOLIO Administration Account Initiatives Centralized global real estate strategy Implemented technology platform to mitigate risk and monitor critical dates Abstracted 250 lease records and minimized occupancy cost savings through lease audits Mined strategic portfolio data for long-term planning Managed transition of Boart Longyear portfolio from previous servicer PortfolioIQTM Best Practices review: Data Optimization Process Alignment End-to-end site implementation Transformed real estate strategy from reactive to proactive
widely recognized as the industry leader customer satisfaction Thought Leadership Lipsey sustainability employee Satisfaction industry Leadership Financial Performance Companies That Care Honor Roll, 2010 (3rd year in a row) Global Excellence in Outsouring Award 2010 Top Property Management Company 2010 THE COMPANY #1 Real Estate Brand 2010 (9th year straight) KINGSLEY A S S O C I AT E S 95% Account Leadership Satisfaction Microsoft Vendor of the Year Award Supply Diversity Award Partnering with People Award CORPORATE RESPONSIBILITY OFFICER Global Outsourcing 100, 2010 (4th year straight) The 100 Top Corporate Citizens in the U.S., 2009 Global Innovator s Award, 06 & 07 #45 out of 500 Greenest BIG Companies in US (2009) UK Partner of the Year, 09 Best Internal Diversity Practice Highest Ranked CRE Services Ranked #25 in BW s Top 50 Firm on the List 2010 of 2009 (3rd year in ranking) Top Construction Management-for- EnergyStar Partner of the Year 2010 (3rd year in a row) fee Firm, Ranked 9th in 2010 Firm of the Year 2010 Outsourcing Excellence Award: Most Flexible First CRE Services Co. in the Fortune 500 (since 2008) In Fortune 500 s 2009 Real Estate Industry s Most Admired Companies World s Most Powerful Brokerage Firm An S&P 500 Company (since 2006) Top Program Management Firm, Ranked 8th in 2010 Commendation at 2009 CoreNet Global Summit Who s Who in the Buildings Market 2008 U.S. Green Building Council Leadership Excellence Award SAMPLING OF our clients Growth Champion Top 100 Best Workplaces - Europe 2009 Property Advisor of the Year (4th year in a row)
In the last decade, the real estate services business has consolidated into a handful of truly global players, of which CB Richard Ellis is the acknowledged market leader. As a Standard & Poor s report noted, CB Richard Ellis global reach means that it is one of a few real estate firms capable of handling complicated real estate transactions for large multi-national corporations. And in naming us one of the 50 Best in Class companies, BusinessWeek notes that CBRE thrive[s] as the market grows more complex. Our ongoing effort to build the pre-eminent, global, vertically integrated real estate services firm has created significant value for our clients. Working in a spirit of respect, integrity, service and excellence, our global corporate service account teams have pride of ownership in the portfolios they manage. Our professionals are innovative and customer-focused, passionate about their work and dedicated to building long-term relationships by continuously striving to exceed customer expectations. For more information contact: Jake Bates Director, Global Corporate Services 801.869.8070 jake.bates@cbre.com www.cbre.com/jake.bates Matthew Morris Senior Account Executive 801.869.8051 matthew.morris@cbre.com www.cbre.com/matthew.morris Eric Smith First Vice President 801.869.8008 eric.smith@cbre.com www.cbre.com/eric.smith Kreg Peterson Vice President 801.869.8092 kreg.peterson@cbre.com www.cbre.com/kreg.peterson James Mecham Vice President 801.869.8028 james.mecham@cbre.com www.cbre.com/james.mecham Jessmine Kim Client Services Specialist 801.869.8009 Jessmine.kim@cbre.com