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1. TheCompany
2. CompanyOverview
3. Experience
4. Clients
5. TheTeam
6. Partnerships
7. InternationalMarketingExpertise
8. In-depthLocalKnowledge
9. ADifferentWayOfWorking
10. ContactDetails
Contents
• SloveniaInvestistheonlyinternationalcommercialpropertyadvisoryinSlovenia.
• Weprovideafullrangeofrealestateservices,including:
- Sales
- Acquisitions
- Rentals
- TenantRep
- Valuation
- Consulting
- Research
• Ourexpertiseencompassesoffice,hospitality,industrial,retail,andspecialtyproperties.
• Ourclientsincludeinstitutionalinvestors,developers,highnetworthindividualsandlocalfinancialinstitutions.
• Ourmainobjectiveistobuildlong-termrelationshipsbyalwaysrecommendingthebestcourseforourClients.
TheCompany
• Teamoffivecomprisesrealestateprofessionalsfromthreecountries.
• FoundedinFebruary2008.
• Currentlycarryingoutlandlordrepresentationonover35keyofficebuildingsinLjubljana.
• SuccessfultenantrepcarriedoutforPwC,Amgen,NorkringTelekom,Oracle,Medtronic,andTMF.
• Longtrackrecordofsalestransactionsinhotels,industrial,retail,office,andspecialtyproperties.
• Bankfinancingarrangementsforhotelandindustrialacquisitions.
• ClientsincludeBanks,InstitutionalInvestors,HighNetWorthIndividuals,localandinternationalcompanies.
• In2016we:
- Closedmultiplesalestransactions(office,hotel)
- Concluded80officeleasetransactions
- Completedvaluationassignmentsofmorethan90properties
• PointofreferencefornumerousmediaincludingSEENEWS,RetailSpaceYearbook,PropertyInvestorEurope,Finance,andSlovenebroadcastmedia.SpeechesgivenatExpoReal,ViennaReal,Slovenia'sannualrealestateconference,SDBP,PropertyInvestorEurope'sBalkanbriefing,theICSCSEEretailconference,andtheLondonNPLconference.
Company-Overview
Location-BTCLjubljanaKristalnaPalača,10thfloor-350m2ForglobalmedicaltechcompanyMedtronicSeptember2016
LEASEACQUISITIONLocation-centralLjubljanaTivoliCenter-groundfloor-550m2ToGreyAdvertisingAugust2016
LEASEDISPOSALLocation-VerovškovaMegacenterII-2,700m2ToAdactaFebruary2016
LEASEDISPOSAL
Location-WorldTradeCenter14thfloor-600m2ForOracleSeptember2016
LEASEACQUISITIONLocation-centralLjubljanaHistoricalproperty,647m2ToGoetheInstituteNovember2016
LEASEDISPOSAL
Location-Ljubljana,SloveniaTivoliCenterinvestmentsaleSize/CategoryClassA8,500m2Underoffer-March2017
INVESTMENTSALE
SelectRecentOfficeDeals
SelectHotelDeals
LocationPortorož,SloveniaGrandhotelMetropolCapacity/Category103rooms,★★★★★PriceConfidential
LocationPortorož,SloveniaHotelLucijaCapacity/Category182rooms,★★★PriceConfidential
LocationPortorož,SloveniaHotelRožaCapacity/Category111rooms,★★★PriceConfidential
LocationPortorož,SloveniaHotelBarbaraCapacity/Category65rooms,★★★★PriceConfidential
LocationBovec,SloveniaAlpHotelCapacity/Category103rooms,★★★Price2.1m€
LocationKranjskaGora,SloveniaHotelRazorPlannedprojectfor30rooms,★★★★Price1.2m€
LocationLjubljana,SloveniaHotelBellevuePlannedprojectfor79rooms,★★★★★Price5.1m€
SOLDLocationKranjskaGora,SloveniaHotelLekCapacity/Category72rooms,★★★★PriceConfidential
SOLD SOLD SOLD
SOLD SOLDSOLDSOLD
LocationPodljubelj,SloveniaTGTHotelCapacity/Category13rooms★★★Price450,000€
SOLD RENTED
LocationMoravskeToplice,SloveniaApartHotelSladkesanjeCapacity/Category9roomsPrice2,200€
SOLD
LocationPolzela,SloveniaCastleNoviKlošterCapacity/CategoryconversionpossiblePrice500,000€
UNDEROFFER
LocationKoper,SloveniaHotelKoperCapacity/Category65rooms★★★Price2.7m€
LocationPrague,CzechRepublicEuroportAirportCenterCapacity/Category234rooms,★★★★Price14.5m€
SOLDLocationPilsen,CzechRepublicCourtyardbyMarriottHotelCapacity/Category195rooms★★★★Price14.5m€
SOLD UNDEROFFERLocationLjubljana,SloveniaPodtrančoCapacity/Category/HotelconversionPriceConfidential
SelectHotelDeals
ValuationExperience
• In2016wevaluedmorethan90properties.
• Intotalwe’vevaluedover1,000assetsintheregion.• Allassetclasses,plusspecialtyproperties.
• Providevaluationsformanyuses,including:
• Acquisitions
• Disposals
• Loansecurity• Financialstatements
• Strategicdecisions
• Alsoprovidemarketexpertiseanddataforregionalvaluationsdonebyglobaladvisoryfirms.
ExamplesofValuationExperience
• Portfolioof620propertiesaspartofEuropeanbankstresstesting• 350propertyportfolioacrossSlovenia,Serbia,CroatiaandBosniafora
leadingfinancialinstitution• HistoricalpropertyownedbytheChurchofSlovenia• Portfolioof9logisticsproperties• Pharmaceuticalproductionfacility• Carshowroomwithservicecentre• 5-starsuperiorhotel• Portfolioofthreelakesandmountainshotels• Portfolioof9coastalhotels• Historicalproperties• Lakesiderestaurantwithaccommodation• HighstreetretailunitinLjubljana• DevelopmentsitesinGorenjska• Mixed-usedevelopmentsiteinLjubljana• ClassAofficebuildingincentralLjubljana• 50,000m2redevelopmentsiteincentralLjubljana• HistoricalcitycentrepropertyinPtuj• Retailportfolioin5Slovenecities• LuxuryapartmentinLjubljana• LargesiteincentralLjubljanazonedforamixed-usedevelopment• ValuationandassetstrategyforbusinesshotelonSlovenia’scoast• FamilyleisurehotelonSlovenia’scoast
• ValuationandassetstrategyforlargeaparthotelcomplexonSlovenia’scoastHistoricalhotelandgolfcourse
• Mixed-usebuildinginBTCretailpark• Largesitezonedforamixed-usedevelopmentonLjubljana’sringroad• LargesitezonedforahospitalitydevelopmentonSlovenia’scoast• Largesitezonedforamixed-usedevelopmentonSlovenia’scoast• IndustrialfacilityintheSavinjskaregion• Variouspartsofmixed-usebuildingsincentralLjubljana• 4hotelsinKranjskaGora• 10staffapartments• IndustrialfacilityinKamnik• ReligiousfacilityinLjubljana• 4partiallyownedofficebulidingsinLjubljana• DevelopmentsiteincentralLjubljana• Portfolioof10hotelsacrossSlovenia• Portfolioof34assetsacrossSlovenia• Portfolioof33assetsacrossSlovenia• IndustrialpropertiesonCorridor5• LandplotsinNovomesto• LandplotsintheindustrialzoneofŠiška• LandintheIzolaIndustrialZone• Textilefactoryandresearchcentre• NPLportfolioof36diverseassets
Wehavebeenresponsiblefor,orcontributedto,valuationssuchas:
Clients ABCFINd.o.o.Acord92d.o.o.AmgenArjoHuntleighAribod.o.o.Artcomd.o.o.AutoFMAvtotehnaBankAustriaRealinvestBel&BlancBodyShop
BTCd.d.BVMNaložbed.o.o.B&BHotelsCAImmoCBRECEEREFCelaneseCentriceColliersConradFurst&SohneCTPDanfossDelod.d.
Deloitted.o.o.DeutscheBankEmporioMedicald.o.o.ErsteBankEuroluxd.o.o.FidelaGorenjskaBankaGrafikInvestd.o.o.HardRockCaféHeitmanHeliairHeliosHETAHitAlpinead.d.HoteliBernardind.d.InštitutRok
InteringHoldingImmorentImpaktaHoldingIskrad.d.IskraZaščiteIstrabenzd.d.IstrabenzTurizemd.o.o.IT-Teld.o.o.JonesLangLaSalleLekLoneStarLushMedicoFarmaciad.o.o.MedisIntagoMedtronic
Mercatord.d.MerkurNepremičnineNamad.d.NFDHoldingNikeNorkringTelekomNovaKMBNovartisOraclePorticoInvestmentsPriceWaterhouseCoopersPrimeKapitalPrintDivisiond.o.o.ProtocorpRaiffeissenLeasingd.o.o.RaycapRegus
RevizijskicenterSKBBankSmartInženiringiSportinad.d.ŠtudentskiServisMariborTemanTomcetesd.o.o.TheChurchofSloveniaTMFTNTTomTailorTriGranitTroostwijkRouxTu-valUnicreditBankVitaspinVolksbankZDUS
TeamJacquelineStuart,MRICS–Director
• JacquelineisthefounderandDirectorofSloveniaInvest.Herworkencompassessalesandacquisitionsofrealestateassets,landlordandtenantrepresentation,feasibilitystudies,valuationsandotheradvisoryservices.ShebecameamemberoftheRICSinJuly2017.
• SheisconsideredanexpertintheSlovenerealestatemarket,andregularlycontributesarticlestoSlovenia’sdailyfinancialnewspaperandothernewspapersandbroadcastmedia.JacquelineistheleadinghotelbrokerinCEE,havingsuccessfullysold14properties.Sheholdsthecertificateinhotelindustryanalytics.
• RecentsuccessesincludethesaleofahotelinKranjskaGora;completionofaportfoliovaluationforNPLacquisition,andtherentalof2,700m2inaClassAofficebuildingtoanITcompany.RecenttenantrepresentationforamajoroccupierinLjubljanaresultedina25%rentreductionfortheClient.Aleadingbankwasprovidedwithavaluationandassetstrategyforrealestateassetsnolongerinuse.
• Jacquelinehasworkedintherealestateindustryforover20years,inSpain,theUKandSlovenia.ShepreviouslyheadedupaboutiquedevelopmentcompanyincentralLondon.Jacquelinebelongstoadynastyofsuccessfulindividualsinthebuiltenvironment.JacquelineisanativeEnglishspeakerandspeaksfluentSpanishandbasicSlovene,ItalianandCroatian.
Team ValentinHorvat–Administrationandresearch
• ValentinjoinedSloveniaInvestinthesummerof2016asanintern.HereturnedfulltimeinAugust2017.ValentinobtainedaBachelorsofbusinessadministration,majoringinRealEstatefromGeorgiaStateUniversity,RobinsonCollegeofBusiness,in2017,afterfouryearsofstudyonatennisscholarship
• HisworkatSloveniaInvestincludesPAtotheDirectorandassistancewithbrokerageandagencywork.
• RecentachievementsincludeprovidingdeskresearchforavaluationofthreehotelsinBohinjanddeskresearchforaportfoliovaluationof36diverseproperties.
• ValentinisanativeSlovenespeaker,andspeaksfluentEnglishandCroatianandbasicGerman.
Team NatašaČas–Licensedbroker
• NatašajoinedSloveniaInvestasarealestateagentinJune2015.SheobtainedaMScinSociologyfromLjubljanaUniversityin2005.
• HerworkatSloveniaInvestincludesofficerentals,andshehassuccessfullyconcluded76dealssincestartinginJune2015,alongwiththesaleoffourofficeproperties.
• SheiscurrentlyworkingonthedisposalofasmallhotelinthespatownofRogaškaSlatina,andarestaurantnearLjubljana.
• SheworkedpreviouslyasarealestateagentfortheglobalchainRE/MAX,wheresheconcludedcommercialrealestatetransactions,wasresponsibleforthemanagementoftheLjubljanaoffice,andmentorednewemployees.
• NatašaisanativeSlovenespeaker,andspeaksfluentEnglish,CroatianandbasicGerman.
Team NelaSubotić–Licensedbroker
• NelajoinedS-InvestasanofficebrokerinApril2016.Herworkencompasseslandlordandtenantrepresentation.
• Sheiscurrentlyworkingwithover20primeandsecondaryofficebuildingsinLjubljana,andhasalreadyconcluded50leasedisposalsand2sales.
• NelaobtainedadegreeinPublicAdministrationattheUniversityofLjubljana,in2010.Sheobtainedarealestatelicensein2011,andhasworkedasabrokersincethen.
• NelaisanativeSlovenespeaker,shealsospeaksfluentEnglish,CroatianandbasicGerman.
Ekipa• ErminjoinedS-investinDecember2015.Hecomesfrom
M.Kamenica,MacedoniaandmovedtoLjubljanainOctober2012.HeobtainedadegreeinE-BusinessatFacultyofEconomicsfromSs.CyrilandMethodiusUniversity–Skopje.HerecentlyfinishedhismastersdegreeinBusinessInformaticsattheUniversityofLjubljana.ErminwasawardedascholarshipfromtheGeorgeSorosfoundation,andwasinvitedasoneofthetopstudentstoparticipateintheOpenSocietyFoundationconferenceinPortugalinMay2017.
• HisworkatSloveniainvestincludesSEOandGooglePPCcampaigns,producingYouTubevideoclipsandmaintainingtheYouTubechannel,providingcontentforSocialnetworks,producingmarketingandpromotionalmaterials,supportingbrokerswithpreparationofinformation,andassistingwithresearchforvaluationandadvisorywork.
• Erminworkedpreviouslyasanassistantforonlinemarketingandpromotioninasoftwarestartup.HethenworkedasamarketingassistantforComtradeinLjubljanawherehetookresponsibilityformarketingactivitiesforallComtrademanagementpacks.
• ErminisanativeMacedonianspeakerandspeaksfluentEnglish,Serbian,Bulgarian,andintermediateSlovene.
ErminSadulov–MarketingManager
Partnerships
W e a r e t h e o n l yinternational commercialp rope r t y adv i so r y i nSlovenia. We regularlywork with the Valuation,Hospi ta l i ty, Research,G l oba l Oc cup i e r andCapital markets teams ofmost global firms on jointassignmentsforourClientsandtheirs.
GlobalMarketing
• Our database comprises over 11,300 contactsfrom many different countries and businesssectors.
• Ourstateoftheartwebsitefeatures360degreepanoramic images of every property, with linksto video clips on youtube. Our websites are inEnglish,Slovene,Croatian,RussianandEnglish.
• Our website has attracted more than 30,000visitsfrom110countriesinthepastyear.
• Our website consistently appears in the top 3resultsinGoogleandothersearchengines.
• We market our properties on local and globalpropertyportals.
• Wecreateanindividualmarketingplanforeachproperty and include options such as Emailblasts, pay per click advertising, search engineoptimisation, direct mailing of brochures,telemarketing, outdoor signage includingbillboards, press advertising, launch events andPRcoverage.
In-depthlocalknowledge
• We have in-depth knowledge of the real estatemarketinSlovenia.OurDirector,JacquelineStuart,isaregularcontributortoSlovenia’sdailyfinancialnewspaper‘Finance’.Recentarticleshaveincludedan overview of the industrial real estate market,the future for logistics in Slovenia, the future forowner operated hotels in Slovenia, and howCroatia’s accession to the EU will affect the realestatemarket.JacquelinehasspokenatExpoReal,ViennaReal, theAustrianChamberofCommerce,theInternationalbusinessplatforminSlovenia,theannual real estate conference in Portorož, theProperty InvestorEuropeBalkanbreakfastheldatthe offices of Cushman andWakefield in London,the ICSC SEE retail conference in Bucharest, andtheNPLportfoilioconferenceinLondon.
• Wemakesenseoftheoffice,retail, industrialandhospital ity markets in Slovenia, using acombination of desk research, information fromClients and partners, public information, localknowledge, and bespoke research - to provideinsightfulandusefulinformationtoourClients.
• We combine a global perspective with localknowledge.
ADifferentWayOfWorking
• Ouradviceisalwaysbasedonhardfacts,gleanedthroughconstantmarketresearch.
• ManyofourClientsgiveusrepeatbusinessandrecommendustoothers.
• Ournumberoneobjectiveisalwaystoprovideourclientswiththebestpossibleadvice,regardlessofhowitaffectsourownshortterminterests,thesizeoftheassignmentortheresultantmaterialbenefit.
• Weaimtobuildlong-termrelationshipsbyalwaysdoingtherightthing.UnlikeotherrealestateagenciesinSlovenia,weonlyworkforoneparty–notboth.Thatwayourobjectivesare100%alignedwithourClients’.WewantthebestpossiblefinancialoutcomeforourClients,andspeedytroublefreetransactions.
• Weneveraskforfeesfrombothsellersandbuyers.
• Wearecarbonneutral,wecalculatedourcarbonfootprintfor2016,andplanted200treesinHaititooffsetCO2emissions.
JacquelineStuart,Director
S-Investd.o.o.Dunajska5,1000Ljubljana,SloveniaRegistrationNumber3295338000TaxNumberSI97895792
Tel:+386(0)59075780Cell:+386(0)41251646Email:[email protected]:www.sloveniainvest.com
ContactDetails