Embed Size (px)
Citation preview
Asian & North American Investment Team
EXCELLENCE IN
INTERNATIONAL
PROPERTY CONSULTANCY &
INVESTMENT
APPLYING BEST INTERNATIONAL
PRACTICES TO ENSURE OUR
CLIENT’S COMPLETE SATISFACTION
OUR TEAM HAS OVER ONE HUNDRED YEARS OF
COMBINED EXECUTIVE ASIAN, MIDDLE EASTERN
& NORTH AMERICAN PROPERTY INVESTMENT
EXPERIENCE
DTZ—Who We Are
A Global Leader in Property Services
DTZ is a global leader in property services, one of the top three Property Transaction and Services
Companies in the world.
From our origins in 18th century England to a 21st century global operation, DTZ has enjoyed a reputation
for excellence providing leading-edge property insight and on-the-ground delivery to investors, developers,
corporate and public sector occupiers and financial intermediaries.
The DTZ global team is united by a single focus – to deliver our clients exceptional service, rooted in a deep
understanding of their needs and a commitment to their long term success.
We serve our clients across the breadth of their real estate needs. We are always frank in our advice, taking
a stand in our clients’ interests, and we are relentless in delivering value for our clients as we move from
advice to action.
DTZ has over 24,000 employees globally, including sub-contractors, operating across 208 offices in 52
countries.
We provide occupiers and investors around the world with industry leading, end-to-end property solutions
comprised of leasing agency and brokerage, integrated asset management, capital markets, investment
management, valuation, building consultancy and project management. In addition, our award winning
research and consulting services provide our clients with global and local market knowledge, forecasting
and trend analysis to make the best long-term decisions for their continuous success far into the future.
Global Coverage
194 cities 52 countries 24,200 people 208 offices
Proven Asian & North American Property Investment Solutions
Our Team offers a comprehensive solution for Asian and North American investors wishing to prosper in Asia, The Middle
East and North America. With our international, well established network of offices, we have the professional reach,
experience and knowledge of the investment conditions in the most desirable markets to advise our clients exceptionally
well. We combine cultural practices which are most familiar and comfortable for our investors, understanding the nuances
of the cultures into which investments are contemplated. In Canada, Don Rogers, Senior VP Retail & Investments, was
previously SVP with the Hudson’s Bay Company and has a wealth of North American property experience; Phil
Richardson, Senior Vice President, Retail & Investments, is an experienced international development professional and
investment advisor; Dan Rogers, Vice President, Capital Markets, Canada, is an experienced commercial broker and Bill
Ross, Senior Counsel, Weir & Foulds, brings his international experience and skill to ensure the viability, legality and
enforceability of all agreements and transactions within local laws.
In Asia, our Capital Markets Team is based in Singapore and is led by Gary Hollis, who manages all DTZ offices and
investment personnel in the entire region. An experienced property investment executive, he has developed relationships
with numerous Asian property developers and owners such that he and his Team are privy to many of the best off-market
opportunities available and can qualify investment properties very astutely.
Together, we provide a pier to pier investor-side advisory that will ensure the best opportunities are brought to the attention
of our client in a timely fashion. Should a decision to acquire be made, the property will be secured on the best terms
possible, with maximum legal protections, and subsequent top quality asset management.
WE PROVIDE THESE KEY SERVICES:
Premium Investment Sourcing
Transaction Advisory
Strategic Management
Asset Management
PREMIUM INVESTMENT SOURCING STRATEGIC MANAGEMENT
Proven Property Investment Solutions For Asian & North American
Investors
In all of the critical stages of investment selection, the
critical difference between success and failure in
commercial real estate transactions is the negotiation
leverage that can be gained from a thorough
understanding of key market demographics
DTZ wraps Investment Selection and Review Consulting
into one service package to address these critical
factors. We blend investment analysis and operating
solutions with highly specialized location advisory
services to eliminate the guess work about where to go,
and more importantly, why.
Through a "single provider" fully integrated approach,
DTZ's clients are assured of receiving "single-point-of-
contact" representation throughout the entire transaction
negotiation from concept to operations.
Our Investment Team’s capabilities include:
Assessing pertinent site-selection factors to meet
client investment goals
Short listing preferred locations, preparing and
executing a sound negotiation strategy
Analyzing and comparing the cost of doing business
among sites
The investment portfolio acquisition and operational
analyses that DTZ provides to its clients allow the
optimal real estate plan to be engineered for specific
markets and goals.
The DTZ Team includes Transaction Managers to
provide detailed analyses of market conditions, portfolio
alignment opportunities, and long term portfolio
strategies. Usually these studies fall into one of the
following categories: Portfolio Opportunity Analyses,
Master Plan development, Competitor Studies or
detailed Market Research,
Our Strategic Consultancy is an invaluable resource
that can help form or streamline any portfolio. By
considering all real estate requirements DTZ is able to
provide clients with a realistic plan for optimal portfolio
structuring and the creation of an “unfair share’ of its
markets.
TRANSACTION MANAGEMENT ASSET MANAGEMENT
Proven Asian Property Investment Solutions For North American
Investors
For each transaction, we work collaboratively with our
client's team to define business requirements, analyze
opportunities, develop strategies and execute solutions.
We balance long-range demand forecasts with current
supply dynamics including business unit needs, market
trends and inventories. Through a combination of market
knowledge and skillful analysis, we execute strategy-
driven transactions while exploring a spectrum of
occupancy options and negotiating the most favorable
terms possible.
We evaluate how each potential transaction impacts
everything from our client's brand image to economics,
location dynamics and operating efficiencies. The result
is uncompromised solutions that provide cost savings,
operational efficiencies, and measurable proof that each
transaction meets or exceeds client goals.
Our Transaction Advisory team’s capabilities include:
Developing cost/benefit analyses
Assisting with business location strategies
Negotiating leases and/or purchases
Leading and negotiating asset dispositions
Coordinating with local governments
With one of the largest portfolios under management
globally, DTZ has a proven track record in asset
management for investors and occupiers across all types
of commercial property.
Managing complexity is our strength, as demonstrated by
the scale and quality of our portfolio; our ability to
manage large portfolios across multiple countries is
underpinned by our infrastructure, which provides
constant monitoring and control across the entire portfolio
with real-time reporting of key indicators.
For investors, DTZ manages the relationship between
landlord and tenant. In essence, we strive to minimize
vacancies and identify new opportunities that will create
value from client portfolios.
We complement property management with facilities
management, helping our clients realize savings in the
operation and maintenance of their property portfolio
while meeting their service standards and sustainability
goals.
Don Rogers is a Senior Real Estate Executive who has developed expertise in Retail Leasing, Acquisition, Market Evaluation, Strategic Planning, Negotiations, Lease Negotiations, Lease Documentation, Property Management, Tax Negotiation, and Construction Management.
Don is a problem solver and always provides credible solutions to any issues.
His career with Hudson’s Bay Company spanned 36 years where he was a driving force for growth, acquisition, disposal and strategic planning.
At the peak, his responsibilities covered 55 million square feet of retail stores, distribution centres, and offices in either owned or leased locations. About 750 locations were controlled by long term leases.
His extensive Canadian experience includes the following key areas critical for success:
Strategic Planning
Site Selection & Lease Negotiation
Acquisition and Development of major commercial properties
Disposition of properties, portfolios and companies
Corporate and Community Leadership
Don Rogers, BA, MBA
Senior Vice President, Retail & Investments Practice Lead, Transaction Negotiations
Some Successful Past Assignments—Don Rogers
Led:
The acquisition of Zellers in 1979 (site evaluation, sales projections, lease analysis and recommendations for
expansion/contraction/retention/disposal and competition board approvals)
The acquisition of Simpsons 1979 ( site evaluation, sales projections, lease analysis, competition bureau approvals and
recommendations for strategy and integration).
Acquisition of Towers 1991 (acquired stores from Oshawa Group and integrated with Zellers/Bay network of stores)
Acquisition of Woodwards 1993 ( Woodwards was in CCAA and worked through a “Plan” for restructuring between the Bay and
Zellers which diffused potential US competition).
Disposition of Simpson’s surplus stores to Sears (closed Simpsons and integrated most stores to the Bay with a sale of 7 net assets
to Sears for significant profit)
Acquisition of Kmart Canada 1998 (bought Kmart Canada which added 122 stores. Disposed of 62 stores at a profit and assimilated
balance into the Zellers network.)
Expansion of La Maison Simons Inc. by developing a strategy to grow the Company beyond Quebec into other parts of Canada with
the first store opening in 2013 in West Edmonton Mall. Subsequent stores have been negotiated for other locations: B.C. (1), Alberta
(2), Ontario (4) and Quebec(1). Other store opportunities are being pursued as far out as 2019 and 2020.
Expansion of Goodness Me (organic food store)
Expansion of Jones New York,
Expansion of several other Canadian retailers,
Contributed to the development of strategies for Major developers.
Thirty Six Years of Achievement
Don represents a number of retail tenants, such as
Simons Department Stores, Quebec, PQ. He has
successfully negotiated a number of new locations
such as in West Edmonton Mall.
“Don is a very effective negotiator for all of our company’s real
estate needs, settling excellent long term leases with major
developers in Canada”
Mr. Peter Simons, CEO, La Maison Simons, Quebec, PQ
“Don brought us a new department store player in Western
Canada, Simons, which is a welcome addition to the West
Edmonton Mall”, Rafael Ghermazien, CEO, Triple Five
Corporation, Edmonton, Alberta
A Very Effective Landlord/Tenant Representative
Chief Real Estate Negotiator, Simons Department Stores, Quebec City, PQ.
Don’s responsibilities with the Bay covered 55 million square feet
of retail stores, distribution centres, and offices in either owned or
leased locations
“Don was a senior leader for the Bay, ensuring that its property platform
always provided maximum support for our retail business”
Mr. George Kosich, Former CEO, The Hudson’s Bay Company, Toronto,
Ontario
“Don was recognized as an excellent representative for the Bay, always
conducing negotiations with landlords in a positive and professional manner.”
John M. Sullivan, CEO, Cadillac Fairview Corporation
A Seasoned Retail Development & Operations Executive
Senior Vice President, Real Estate, The Hudson’s Bay Company,
Phil Richardson is a seasoned and successful property development & operations Senior Executive and Consultant.
With thirty five years of domestic and international experience, Phil Richardson has a proven track record of success, through delivering double-digit gains in revenue and income. He provides strong strategic leadership and decisive tactical management.
His extensive career includes the successful development and operation of small to very large-scale retail, hospitality, leisure and mixed-use projects, from concept to completion, in Asia, the Middle East, and North America.
His comprehensive Canadian and International experience includes the following key areas critical for development and operational success:
Strategic Planning and Financial Analysis
Consumer Research and Retail Strategy
Design and Delivery
Leasing and Marketing
Operations & Facility Management
Corporate and Community Leadership
Transaction Representation & Management
Phil Richardson, CD, BA, CSM Senior Vice President, Retail & Investments Practice Lead, International Investment & Development Consultancy
Some Successful Past Assignments—Phil Richardson
Led the development & expansion of Northgate Shopping Center, North Bay, Ontario, a regional shopping centre of 500,000 sf, value $80 Million; managed capital budget of $50 Million. Negotiated major leases including Sears and Wal-Mart; and oversaw asset management during and after the expansion, including renovations to existing common area and shops while they continued to operate. Managed $10 Million annual operating budget; assisted sale and transition year to Morguard Investments on behalf of Healthcare of Ontario Pension Plan.
Led the development and operation of two hotel-anchored hospitality centres in North Bay and Sudbury Ontario containing hotels, food and beverage shops and gasoline outlets, total of 60,000 sf each.
Led the delivery and operational planning on behalf of SIEMCO, for Wongtee Plaza, a 1,500,000 sf regional lifestyle shopping centre in the CBD of Shenzhen, China.
Directed organizational set up and provided Jing Dian Development Co. of Kunming, China, with preliminary Master Planning, Retail
Strategy and Financial Analysis, Leasing, Marketing and Operational Management set up for the Twin Cities Mixed Use Project containing 19,800,000 sf of retail, office, hospitality and residential development.
Conducted a Retail & Leisure feasibility study on behalf of Sahara Star for Amby Valley, a new private city of 10,000 Hectares in Maharashtra State, India.
Developed Online to Offline marketing strategy on behalf of Paragon Partners for Happy Valley regional Lifestyle shopping centre of 1,700,000 sm in Guangzhou, China.
Led the development of a major retail hospitality mixed use project at Yas Island, Abu Dhabi, UAE comprised of: • Super-regional shopping centre of 3,300,000 sf with 500 stores (master plan, infrastructure & car parks delivered, retail due to open
in 2014) • Ferrari World theme park, largest indoor park in the world, of 2,000,000 sf (delivered and open) • Warner Brothers theme park of 1,000,000 sf (master plan completed & WB license agreed) • 16 hectare water park. (master plan and final design, since opened) Consulted for the development of a $1 Billion new hospital in North Bay, Ontario with the responsibility of identifying and planning all
non-medical revenue producing initiatives for the facility. Produced a complete feasibility study, which was accepted by the Board and implemented by Hospital staff.
Consulted for Equus Development Corporation, Scottsdale, Arizona, feasibility evaluation for a 1,000,000 sf mixed use commercial, hospitality and residential development in Phoenix, Arizona. Project proceeded on the basis of the recommendations provided.
Thirty Five Years of Achievement
Knowledgeable about international retail markets and well connected
with global clients, Phil led a team of seasoned international property
consultants for Middle Eastern, Indian, Chinese and offshore developers
and retailers while based in Abu Dhabi, UAE and Hong Kong, China.
He is a student of the variety of motivational characteristics of different
cultures and seeks to learn, respect and apply them commercially. At
home with a multi-ethnic team, he believes a mixture of diverse talents
and capabilities cross culturally adds extra power to the creativity of the
team he leads.
“Phil is a learner. He seems to always search out new experiences and
new sources of knowledge and information that will simply make him a
better person. He is also a very imaginative and creative thinker, never
simply being content with the usual ways of doing things, always seeking
out and sharing visions of ideas and alternate possibilities”
David Marshall, Past President, Nipissing University, North Bay, Ontario
A Culturally Sensitive Business Ambassador
Executive Managing Director, Chartwell Property Advisors, Asia & Middle East, about to address the Annual Meeting of 1,000 DGVI employees, Shenzhen, China
Skilled at on-time and on-budget delivery, and based on his successes in
North America, Phil was selected to lead the $12 Billion USD Yas Retail
and Leisure Commercial Collection Project in Abu Dhabi, UAE. He and
his team received exemplary performance ratings for the Ferrari World
delivery, and overall Commercial Collection master planning. Argus
Investment Analysis and Primavera P6 Systems are a part of his
expertise.
“I had the pleasure of working with Phil Richardson while we were
delivering leisure projects at Yas Island. Phil is by far one of the best
leaders I have worked with. His style of communication and ability to step
in to resolve difficult on-site situations, technical or administrative, are
exceptional. He is a master in creating a ‘team’ spirit in the organization
who works hand-in-hand with team members, internal or external to first
define goals and then direct at all levels in accomplishing those goals.”
Vikram Chopra, Senior Project Manager, Ferrari World.
“You fulfilled your duties well in leading the substantial team of industry
specialists to plan and build these very complex buildings. Your
contribution in delivery of the Ferrari World structure and associated
infrastructure to the required November 2009 delivery date involved I
know a high level of personal commitment and many long days were
critical to our success.”
J.,Bullough, CEO, Aldar Properties PJSC.
An Experienced Project Manager
Director of Development—Retail & Leisure Projects, Yas Island, Abu Dhabi, UAE
Bill Ross is a senior corporate lawyer with one of Canada’s leading law firms,
WeirFoulds LLP, and represents international public corporations, entrepreneurially-
owned private businesses and not-for-profit corporations.
Bill has a diverse practice in corporate, commercial and not-for-profit law and has had
experience in virtually all areas of those practices. His areas of practice include
corporate governance, franchising, licencing, acquisitions and mergers, corporate
financing, corporate restructuring, securities, competition, charities (with particular
emphasis on health care entities), employment (including contracts, benefits, pensions
and compensation plans), libel, and intellectual property.
He has been a director of several major corporations. Among his current directorships
are Canada Development Investment Corporation (Chairman) and Canada Hibernia
Holding Corporation (Chairman).
One of his many notable international roles was his representation of Whitbread
Breweries in its acquisition of Keg Restaurants and he subsequently served on the
board of Keg until it was divested by Whitbread. Another was his service as Canadian
counsel to Dow Jones & Co. Inc. in its acquisition of Telerate Canada and he has
subsequently served as general counsel to Dow Jones in Canada.
Bill will provide the required strategic and technical guidance in respect to the
negotiations of all agreements and governmental approvals.
N. William C. Ross, BA, LLB Senior Counsel, WeirFoulds LLP, Corporate Solicitors International Law & Transaction Advisory
CONTACT INFORMATION
DON ROGERS
Senior Vice President, Investment & Retail
Practice Lead, Transaction Negotiations
,
161 Bay Street, Suite 4040
Toronto, ON Canada
M5J 2S1
Telephone: +1 416 863 1215
Direct: +1 416 865 4668
Email: [email protected]
CONTACT INFORMATION
161 Bay Street, Suite 4040
Toronto, ON, Canada
M5J 2S1
Telephone:+1 416 863 1215
Direct: +1 416 865 5112
Mobile: +1 416 278 8732
Email: [email protected]
Skype: phillrr
Twitter: phillrrrr
PHIL RICHARDSON
Senior Vice President, Investment & Retail
Practice Lead, Foreign Investment Consultancy
CONTACT INFORMATION
N. William C. Ross
Senior Counsel
Legal Lead, International Law & Transaction Advisory
Weir Foulds LLP
Suite 4100
66 Wellington St. W.
P.O. Box 35, Toronto-Dominion Centre
Toronto, Ontario, Canada M5K 1B7
Telephone:+1 416 365 1110
Direct: +1 416 947 5033
Email: [email protected]
OUR TEAM HAS OVER ONE HUNDRED YEARS OF
COMBINED EXECUTIVE LEVEL ASIAN, MIDDLE
EASTERN & NORTH AMERICAN PROPERTY
INVESTMENT EXPERIENCE
