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Company credentials November 2017

Credentials November Eng - wko.at · SKB Bank Smart Inženiringi Sportina d.d. Študentski Servis Maribor Teman Tomcetes d.o.o. The Church of Slovenia TMF TNT Tom Tailor Tri Granit

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CompanycredentialsNovember2017

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.