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CAPABILITIES & EXPERTISE
CBC ADVISORS - ASSET SERVICESTHE TRUSTED CHOICE IN PROPERTY MANAGEMENT
Utilizing the most technologically advanced management tools and platform, CBC Advisors employs a results oriented approach - delivering enhanced value and unequaled accountability.
With full service operations established in 1996, CBC Advisors is the largest commercial brokerage firm in the Intermountain West and the top-performing Coldwell Banker Commercial affiliate globally - 12 years running - out of 450 offices.
Our market leading approach is further strengthened by aligning a global network of elite professionals with the industry’s most significant players locally, regionally, and nationally.
n Asset Services
n Brokerage Services - Industrial, Investment, Land, Office, Retail
n Corporate Services
n International Services
n Mergers and Acquisitions
“Our clients have come to appreciate the fact that CBC Advisors truly acts as a fiduciary, with a focus on developing and utilizing proprietary intelligence and insight to deliver the most powerful long-term results, with a focus on relationships being paramount.”
-Lew Cramer President/CEO, CBC ADVISORSDirector, World Trade Centers Association
SIGNIFICANT CBC ADVISORS STATISTICS
POWERFUL PLATFORM
450 13 71%200+$2.10 BILLION 42
AGENTS AND STAFF
IN WHICH DEALS HAVE BEEN CLOSED
ADVISOR ADVANTAGE
AFFILIATE OFFICES
TRANSACTION VOLUME (2015 PROJECTED)
WITH OVER A DECADE OF EXPERIENCE
LANGUAGES SPOKEN AGENTS STATES
ASSET SERVICESOur Asset Services Division focuses on maximizing asset value for institutional portfolios, corporate facilities and local investors. We boast one of the largest asset services offerings in the West with over 200 combined years of expertise between our property managers and over 10 million square feet of managed property throughout the Intermountain West and Alaska.
BROKERAGE SERVICESOur full-service commercial
brokerage team provides multi-disciplinary expertise and high
levels of service. Sales, leasing and marketing services span all facets of major commercial asset types including office, industrial, retail, investment and specialty properties.
Delivering exceptional service in seller/landlord representation, buyer/tenant representation, investment acquisitions, dispositions, and build-to-suit services, we not only help with the selection process, but also with the tough lease negotiations that often go alongside commercial real estate transactions.
CORPORATE SERVICESWe aim to become a trusted partner of your company, like an internal real estate department or an outsourced real estate advisor, offering our clients the modern functionality of big city corporate services without the need to be in the heart of an urban environment. Clients have access to our data and technology services that will help them to make clear and informed decisions. With just one point of contact, clients can now focus on the important matters of making their company more efficient.
INTERNATIONAL SERVICESAs one of the only commercial real estate firms possessing capabilities that span far beyond the borders of the United States, we tap investment sources in cities like Dubai and Abu Dhabi. International Services offers endless opportunities to a global client base. Our focus on business within the international landscape assists clients in achieving results without confinement to U.S. borders
MERGERS AND ACQUISITIONSWe leverage Coldwell Banker Commercial’s
international footprint to provide market advisory services as well as general
business brokerage to local, national, and international clients. By
understanding the business owner’s specific exit strategy, our team tailors a process to achieve maximum value on transactions.
PLATFORM EXTENDED
POWER OF CBC WORLDWIDE Extended local knowledge with the resources of a global organization
“The collective experiencein commercial real estate and the know-how found in our system is without comparison in the industry. At CBC you are connected to a full range of capabilities and expertise in every major property type.”
– Fred Schmidt, President & COO Coldwell Banker Commercial Global Affiliates
3,000 PROFESSIONALS WORLDWIDE
43 COUNTRIES & TERRITORIES
MOST IN ANY FIRM
THROUGHOUT THE BRAND
200+ COMPANIES
PRESENCE MEMBERS
BRAND RECOGNITIONColdwell Banker Commercial is part of the oldest and most respected national real estate brand in the country. Comprised of a collaborative network of independently owned and operated affiliates, associates utilize global brand recognition to effectively maximize client return. Coldwell Banker Commercial’s unmatched geographic footprint in primary, secondary and tertiary markets ensures maximum return throughout service regions. At CBC you are connected to a full range of capabilities and expertise in every major property type. It’s the power of the network.
“Top 10” – Lipsey Company Top 25 Commercial Real Estate Brands
“Top Brokerage Firms” – National Real Estate Investor Top Brokerage Firms Rankings & Commercial Property Executive Top Brokerage Firms Rankings
BRAND STRENGTHS
FOCUSED ADVICE n Corporate Facilities, and Property Management
n Construction Management
n Receiverships
n Tenant Improvement Projects
n Feasibility Studies
n Sales & Acquisitions
n Property Tax Appeals
n Tenant Representation
n Lease Administration & Renewals
n Build-to-Suit Development
n Capital Improvement Projects
n Operations & Engineering
STRENGTH IN NUMBERS n Over 10 Million SF of Managed Properties
n Over 200 Years of Combined Experience
n Licensed in 9 states - Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, Utah & Wyoming
n 920 Leases Throughout the Intermountain West
SUPERIOR SUPPORTACCOUNTING
n Institutional Grade Accounting Managed by CPA Staff n Yardi Voyager 7S Platform n Familiarity with MRI and other Client Systems n Strong Internal Controls n Lower Operational Costs n Financial Reporting in Accordance with GAAP
STAFF n Extensive Property Management Experience n Most Qualified Professionals and Staffing n Engineering and Construction Management Counsel n IREM, BOMA, ICSC Affiliated n CPM & CSM Certified
Our team of dedicated professionals has worked in close harmony with both private and public sectors to produce a successful organization based on human relations, expertise, and quality service. Years of combined experience in commercial property management allow us to cost-effectively satisfy the unique needs of each client.
ASSET SERVICES
PARTIAL CLIENT LISTWith an institutional grade platform, our Asset Services Team has had the pleasure of exclusively representing clients of all sizes allowing for us to be the premier property management firm of choice. Below are a few of our clients.
SAFEWAY
Stadium PromenadeOrange, California
Safeway Portfolio (7 Centers)Alaska
Union HeightsSandy, Utah
SOLID EXPERTISE
Page Brake WarehouseSalt Lake City, Utah
LennoxSouth Salt Lake, Utah
McGillis Industrial North & SouthSalt Lake City, Utah
Reta
il Pr
oper
ties
Indu
stria
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pert
ies
New
Pro
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ansi
tions
Creek Road PlaceMidvale, Utah
Union Heights Office Sandy, Utah
Spillman Corporate HeadquartersWest Valley City, Utah
PARTIAL PORTFOLIO LIST
MANAGED PROPERTIES
Property Size - SF Location Type Occupancy
Safeway Retail Portfolio - Alaska 1,004,000 Alaska - Statewide Retail 95%
State of Alaska Portfolio 917,000 Anchorage & Palmer, Alaska Office, Parking, Industrial 100%
GCI Operations Facility 118,000 Anchorage, Alaska Office 100%
Alaska Trust Land Office Portfolio 280,000 Anchorage & Fairbanks, Alaska, Utah, Washington Office 100%
Department of Labor Building 60,000 Anchorage, Alaska Office 100%
Medical Office Building 38,000 Magna, Utah Medical Office 100%
Industrial Park 53,500 West Valley City, Utah Industrial 100%
Distribution Center 45,000 South Salt Lake, Utah Industrial 100%
Industrial Portfolio 1,083,000 Salt Lake City, Utah Industrial 92%
Office Building 85,000 Sandy, Utah Office 95%
Industrial Park 133,000 Ogden, Utah Industrial 89%
Shopping Center 180,000 West Valley City, Utah Retail 100%
Industrial Building 65,000 South Salt Lake, Utah Industrial 100%
Shopping Center 160,000 Pocatello, Idaho Retail 95%
Suburban Office Buildings 310,000 Sandy, Utah Office Park 90%
Specialty Retail 40,000 Sandy & Riverton, Utah Specialty Retail 91%
Office Building 33,000 Draper, Utah Suburban Office 92%
Retail Center 150,000 Draper, Utah Retail 89%
Office Building 77,000 Layton, Utah Suburban Office 91%
Office Building 85,000 Murray, Utah Suburban Office 100%
Office Building 65,000 Lehi, Utah Suburban Office 88%
Office Building 207,000 Provo, Utah Downtown Office 92%
Retail Center 45,000 Sandy & Riverton, Utah Retail 95%
Office Tower 165,000 Salt Lake City, Utah Downtown Office 80%
Retail Center 310,000 Provo, Utah Retail 85%
Retail Center 100,000 West Jordan, Utah Retail 93%
Retail Center 75,000 Layton, Utah Retail 100%
Corporate Lease Administration 950,000 5 States Corporate 100%
Fee Accounting Portfolio 105,000 4 States Retail/Office 100%
Retail Center 112,000 West Valley City, Utah Retail 100%
Specialty Retail Center 48,000 South Salt Lake, Utah Retail 94%
Industrial Building 212,000 Spanish Fork, Utah Industrial 100%
Total 7,198,500
CBC Advisors Asset Services Team works hard everyday to bring value to our clients, our team, and the local communities we serve. We value public recognition as leaders in our industry and in our field.
We proudly claim certification in an elite group of only 20 AMO (Accredited Management Organization) firms throughout Alaska and the Intermountain West to satisfy the prestigious requirements needed to achieve IREM’s AMO standing. As well, our team holds the position of the number one property management company among CBC Affiliates worldwide for the past three years, having also earned the recognition in 2009.
SIGNIFICANT ACHIEVEMENTS
AFFILIATIONS
n Building Owners and Managers Association (BOMA)
n Institute of Real Estate Management (IREM)
n International Council of Shopping Centers (ICSC)
CERTIFICATIONS
n Accredited Management Organization (AMO)
n Certified Property Manager (CPM)
n Certified Shopping Center Manager (CSM)
n Certified Public Accountant (CPA)
With over 26 years of diversified experience including managerial positions in property management, Rob oversees an expanding portfolio of properties in the real estate services platform at CBC Advisors. This includes property management, asset management and project management services.
His background includes serving as CEO and President of Cord Commercial Inc., a full-service property and asset management firm in the Western U.S. As Managing Director of CB Richard Ellis Real Estate Services, he oversaw the operations of the Sacramento region. During his career, he also has held managerial positions with TRI Commercial Real Estate Services and Grubb & Ellis Co., and as a marketing assistant for Hallwood Management Co. He began his commercial real estate career in 1987 as a leasing agent with Equitec Properties Company.
Rob is currently achieving a Real Property Administrator (RPA) designation.
Ross has close to 2 decades of experience in real estate including the management of assets at Voit, Kobra Properties and Tiner Properties which included office buildings, retail centers, industrial/warehouse buildings, vacant land and single family homes.
Ross’s responsibilities included negotiating lease agreements and amendments with tenants, overseeing all maintenance or repair work, performing monthly and annual property budgets, reconciling annual Common Area Maintenance Reconciliations for each tenant, oversight of tenant improvement projects, and direct management of associated staff members. Responsible for all vendor negotiations for services provided to each property including landscaping, roofing, HVAC, janitorial, porters, window washing, parking lot sweep, pest control, and other vendors providing services.
Ross holds a Bachelor of Science in Electrical Engineering and is a member of BOMA and IREM.
LEADERSHIP TEAM
ROB CORDPRESIDENT ASSET [email protected]
ROSS TOLBERTDIRECTOR, [email protected]
Ali leads the commercial property accounting and financial reporting duties for Asset Services. She is skilled in YARDI Property Management accounting software as well as MRI, JD Edwards, Skyline Property Management, and Kardin Systems budgeting software.
Previously, a Portfolio Controller at LPC Realty Advisors I, LP, an investment advisory affiliate of Lincoln Property Company located in Chicago, Illinois, Ali worked on a $1.5 billion state pension fund portfolio with assets located in major markets throughout the U.S. Responsibilities included consolidating financial statements, preparing returns, coordinating audits, overseeing the accounting related aspects of acquisitions & dispositions, and ensuring compliance with GAAP, NCREIF PREA Reporting Standards, and SEC policies. Professional experience also included positions as an Assistant Controller & Senior Property Accountant for Lincoln Property Company and an Audit Associate for Grant Thornton, LLP.
Ali holds a Master’s of Science in Accountancy and a Bachelor’s of Art in Accounting and is a CPA in the states of Illinois and Utah.
ALI LYONDIRECTOR OF [email protected]
Elisha Martin has more than 15 years of experience in the commercial real estate industry and holds the International Council of Shopping Center (ICSC) designation of Certified Shopping Center Manager (CSM). She specializes in property management, leasing and construction management having previously worked as the broker and vice president of operations for PTP Management Inc.
PTP managed and leased more than 50 commercial and institutional projects and more than 4 million square feet of property across Alaska. Elisha also was general manager of the Dimond Center, Alaska’s largest retail/ office complex.
She has a Bachelor of Business Administration from the University of Alaska Anchorage.
ALASKA TEAM
ELISHA MARTINDIRECTOR, ALASKA [email protected]
Bryan manages the Atwood Tower - Alaska’s 2nd tallest office high rise in Downtown Anchorage. Previous experience includes On-Site Building Manager & Associate Broker for PTP Management, Inc. in Anchorage where he executed on-site management and operation of the Robert B Atwood Building, as well as oversight of the Linny Pacillo Parking Garage and the Geological Materials Center in Anchorage.
Bryan also was a Licensed Real Estate Assistant for Pacific Tower Properties, Inc also in Anchorage in which he assisted two commercial real estate professionals with day to day requests regarding the properties they represented and listed.
Part of his responsibilities included the interaction with property owners regarding purchase and lease requests, and assisted in the negotiation of those leases and purchase agreements to complete the transactions, maintaining all records in the Multiple Listing Service (MLS) for each listing, meeting with potential purchasers and lessees, and assisted in the showing of properties for sale and for lease.
BRYAN FLYNNSENIOR PROPERTY [email protected]
CALIFORNIA TEAM
Ivette has over 25 years experience in commercial real estate and leasing throughout Southern California. Previously, Ivette was Director for Voit, working from their Ontario, Anaheim and Irvine offices. Prior to Voit, she was with CBRE for 16 years, while there she began as a Real Estate Manager earning her way up to the position of Director with an emphasis on retail and industrial investment management, integrating company services, which resulted in significant growth in retail property management for the Southern California market, surpassing company expectations. Earlier she was also with Pan Pacific Retail Properties where she was a real estate and operations manager, as well as involved in marketing and promotions.
Ivette brings a focused approach on the integration of services through partnership with brokers, increasing asset value through operating expense review, tenant relations, capital expenditure management, and strategic planning.
Ivette is currently achieving her CPM designation.
IVETTE BARNETTDIRECTOR, GREATER LOS ANGELES [email protected]
Heidi has over 25 years of commercial real estate management and leasing experience and currently oversees the expanding portfolio of properties in the San Diego, Las Vegas and Phoenix markets.
Previously, Heidi managed an 850,000 square foot portfolio in San Diego for Davis Partners LLC that consisted of Class A office buildings, distributions centers, and multi-tenant industrial parks. She also was a Senior Leasing Manager for the Abbey Company’s 750,000 square foot portfolio which included industrial, office, medical and retail centers. As a Portfolio Manager for Fujita Property Management (Fujita Corporation USA), Heidi oversaw Fujita’s San Diego County and San Francisco Bay Area’s industrial, R&D, office and retail investments.
Heidi also served as the Senior Property Manager for Lincoln Property Company’s San Diego portfolio, as the Director of Leasing for NDC Real Estate Investments, and as a Regional Property Manager for Sea Property Management. Prior to her career in commercial real estate, Heidi was the Marketing Communications Director for the Electronics Division of General Dynamics Corporation, and a Program Coordinator for USC’s Master of Science in Systems Management.
HEIDI BECKERDIRECTOR, SOUTHWEST [email protected]
Duncan brings over 25 years of extensive experience in the commercial real estate management and construction industry. He has managed over 10 million square feet of commercial real estate and has overseen an excess of over $18 million in various tenant improvements and construction projects.
Previous employment roles includes Executive Vice President, Regional Mall Manager, Regional Marketing Director and Retail Leasing Consultant. As Executive Vice President, Duncan established the foundation and development for the property management division of the company. As a Regional Property Manager he oversaw the administration of a 600,000 square foot regional mall, a 250,000 square foot regional center, and a 100,000 square foot commercial warehouse. As a Regional Marketing Director, Duncan developed and implemented successful annual promotional plans designed to draw customers to shopping centers. He is highly skilled in overall property operations, including budgets, monthly ownership reporting, service contract negotiation, tenant relations, tenant build-outs and capital project upgrades.
Lance has over 10 years leadership and construction management experience from various industries. He’s managed portfolios consisting of Commercial, Industrial, Retail and Residential properties. He specializes in general property management, lease administration, construction management and some of his portfolios required certain sensitivities to mental health care providers and their clients.
He has advanced knowledge in Occupational Safety & Health Administration (OSHA), National Fire Protection Association (NFPA), Americans with Disabilities Act (ADA) and US Environmental Protection Agency (EPA) regulations. Throughout his career is a trusted advisor to property owners to help them maximize the asset value of their investments, as well as, managing the multitude of Federal, State and City requirement within each property.
Lance is active in BOMA and has served in various committee leadership positions.
Felicity has over 6 years of property management experience which consisted of over 500,000 square feet of Class “A” Office buildings located in Salt Lake Valley. She oversaw an annual budget of 11.4 million dollars and was instrumental is helping lead Millrock Development to receive the prestigious “Best of State” award for commercial development. She helped establish standard operating procedures, risk management plans, emergency preparedness and response procedures.
She interfaces with tenants on resolution of problems with their lease or within the building, negotiates vendor services, and financial responsibilities such as budgeting, accounts payable, accounts receivable, monthly financial reporting, common area expense reconciliation and capital project planning and implementation.
Felicity is a licensed real estate agent in the State of Utah. She is skilled and has experience with the Yardi Accounting System. She is CPM candidate from IREM.
UTAH TEAM
DUNCAN LAMBERTDIRECTOR - UTAH [email protected]
LANCE STUDEBAKERSENIOR PROPERTY [email protected]
FELICITY HATTON-WARDSENIOR PROPERTY [email protected]
Steve has over 40 years in the real estate management industry, with core skills in tenant relations, marketing, leasing, and construction management. He is responsible for a significant portfolio of high-rise office towers, retail centers and industrial properties for institutional owners and local investors.
Previously he worked as a Property Manager in Denver with Van Schaack & Company and Realty Holding Group in Las Vegas. He served as a regional operating executive in Salt Lake City for Murdock Management Company of Los Angeles, and the Del E. Webb Realty & Management Company of Phoenix. He was a Vice-President of Management Operations & Marketing for the local firms of Highline Property Management & later Colliers Property Management, and also served as President of Colliers Consolidated Realty Management Group.
Steve is active in IREM, BOMA, and BOMI. He holds both the CPM designation and the RPA designation. He recently was awarded the 2015 Utah CCIM Excellence Award for Property Manager of the Year.
Don is responsible for the training, supervision and Best Practices for Chief Engineers and Building Engineers on the Asset Services Team and also supervises the Construction Management capabilities. These key areas include: tenant improvement projects, build-to-suit development, and large capital improvement projects.
Don has vast experience on a wide variety of capital and special projects including construction management supervision for the FBI tenant improvement build-out of 88,000 square feet in Salt Lake City, 50,000 square foot build-out for the Salt Lake Olympic Organizing Committee and most recently a 30,000 square foot build-out for the Art Institute of Salt Lake City. He is a driving force in achieving Government Energy Star rating on commercial buildings and local authority on LEED Certification and an active member of each commercial property’s budget committee.
Don’s work history includes 14 years as the Regional Chief Engineer with CBRE, with a primary focus on downtown office buildings. His technical experience also includes 12 years with Rocky Mountain Contractors as a commercial and industrial general contractor.
UTAH TEAM
STEVE WHITESENIOR PROPERTY [email protected]
DON FRANCISDIRECTOR, ENGINEERING & CONSTRUCTION [email protected]
Corporate Headquarters 6550 South Millrock Drive, Suite 200Salt Lake City, UT 84121
(801) 947-8300(801) 947-8301 Fax
ALASKA
ARIZONA
CALIFORNIA
IDAHO
NEVADA
UTAHwww.cbcadvisors.com
