SOUTHEAST MULTIFAMILY ADVISORY GROUP

Transcription

1 SOUTHEAST MULTIFAMILY ADVISORY GROUP

2 b CUSHMAN & WAKEFIELD

3 SOUTHEAST MULTIFAMILY ADVISORY GROUP c

4 CUSHMAN & WAKEFIELD S SOUTHEAST MULTIFAMILY ADVISORY GROUP The Cushman & Wakefield Southeast Multifamily Advisory Group has built a reputation as one of the most dynamic, professional, and hands-on multifamily teams in the industry. With offices located throughout the Southeast, our team is strategically positioned to serve clients across the spectrum of multifamily investments. Our long-standing super regional approach to the 9 states and 33 markets ensures the team s coverage and execution model provides clients greater market intelligence and wider market exposure when selling their assets. The ability to specialize by product type, client profiles, and regional geography, gives our team a much stronger position to add value on each assignment. Connection to the global capital markets network provides clients with a national and international reach for buyers and capital. Benefits to Our Clients: Collaborative Partnership Structure Segmentation for Client Synergies Geographic Experts with Market Intel Decentralized, yet Highly Synchronized No Gaps or Overlaps Across 9 States Truly Seamless in the Southeast Superior Access to Real-Time Market Intel & Capital Flows NEW ORLEANS LOUISVILLE NASHVILLE BIRMINGHAM ATLANTA CHARLOTTE RALEIGH CHARLESTON The Team with #1 Market Share Highly Trusted & Respected Advisory Approach Regional Leaders SOUTHEAST INSTITUTIONAL MARC ROBINSON VICE CHAIR CHRIS SPAIN VICE CHAIR ROBERT STICKEL EXECUTIVE MANAGING DIRECTOR ALEX BROWN SENIOR DIRECTOR NORTH & SOUTH CAROLINA JORDAN MCCARLEY EXECUTIVE MANAGING DIRECTOR WATSON BRYANT EXECUTIVE DIRECTOR TAI COHEN DIRECTOR GULF STATES JIMMY ADAMS EXECUTIVE MANAGING DIRECTOR CRAIG HEY DIRECTOR JOSH JACOBS DIRECTOR TENNESSEE ROBBIE O BRYAN DIRECTOR ATLANTA PROFESSIONAL EQUITY MIKE KEMETHER VICE CHAIR JOSH GOLDFARB VICE CHAIR TRAVIS PRESNELL DIRECTOR ATLANTA PRIVATE CAPITAL TYLER AVERITT EXECUTIVE MANAGING DIRECTOR NATHAN SWENSON SENIOR DIRECTOR GEORGIA TAYLOR BIRD SENIOR ASSOCIATE KENTUCKY MIKE KEMETHER VICE CHAIR CRAIG COLLINS EXECUTIVE VICE PRESIDENT COMMERCIAL KENTUCKY, INC. LOUISIANA MIKE KEMETHER VICE CHAIR LARRY SCHEDLER PRINCIPAL LARRY G. SCHEDLER & ASSOCIATES, INC. 1 CUSHMAN & WAKEFIELD

5 Our group takes a progressive approach to the strategic services we provide to our local, regional, and national clients. Our full-service capabilities combine global and local knowledge to deliver tailored solutions unique to each client. We work hard to build and enhance value by leveraging strong attention to detail, accessing an active investor base, and capitalizing on our vast market knowledge in ways that benefit every aspect of the transaction process. 65 TOTAL TEAM MEMBERS SENIOR PARTNERS DIRECTORS & ASSOCIATES ANALYSTS & WRITERS MARKETING & OPERATIONS 31.6% #1 MARKET SHARE SOUTHEAST 2018-YE $5.4 BILLION CLOSED IN % $17 BILLION IN LAST 4 YEARS YOY GROWTH IN SALES VOLUME # 1 MOST ACTIVE SOUTHEAST FIRM * *Market share reflects property count percent of broker-attributed sales reported to CoStar for AL, Northwest FL, GA, KY, LA, MS, NC, SC and TN Revolutionary Client-Centric Business Model The Cushman & Wakefield Southeast Multifamily Advisory Group operates differently than other brokerage firms. Every broker across our platform gets paid on every deal. This financial commitment to one another motivates everyone to move capital, and puts the client first. Our #1 market share, coupled with our unique team approach, provides access to the largest pool of real-time buyers enabling us to secure the best investment return performance for our clients. ALL FIRMS HAVE... Competent Brokers Buyer Database Adequate Materials $ Economically Aligned Team with No Internal Conflicts Financially Incentivized to Move Capital Between Markets & Tranches #1 Market Share = Access to Real-Time Buyers (and Backups) Maximum Exposure Creates Best Investment Return Performance Best-in-Class Customized Marketing Collateral...WE OFFER OUR CLIENTS MORE SOUTHEAST MULTIFAMILY ADVISORY GROUP 2

6 SOUTHEAST INSTITUTIONAL MARC ROBINSON Vice Chair CHRIS SPAIN Vice Chair Vestavia Reserve Birmingham, Alabama 272 units // Built 2016 & 2017 ROBERT STICKEL Executive Managing Director ALEX BROWN Senior Director JOHN CARR Associate Solis Parkview Atlanta, Georgia 303 units // Built 2017 By specializing solely in the Core and Core+ space, our Southeast Institutional Team is able to better serve our clients through superior knowledge of markets, trends and capital. We offer our clients a focused experience, while leveraging the resources of the Southeast s largest multifamily team and the Cushman & Wakefield global platform. Marc Robinson 3 CUSHMAN & WAKEFIELD

7 Junction at Antiquity Charlotte, North Carolina 329 units // Built 2017 Vue 64 Raleigh, North Carolina 294 units // Built 2017 Asheville Exchange Asheville, North Carolina 312 units // Built 2017 The Hill Birmingham, Alabama 122 units // Built 2012 Flats at Perimeter Place Atlanta, Georgia 323 units // Built 2006 Trees of Newnan Atlanta, Georgia 500 units // Built 2014 & 2016 One White Oak Cumming, Georgia 202 units // Built 2017 Rosewood at Brookhaven Atlanta, Georgia 230 units // Built 2015 Juncture Atlanta, Georgia 560 units // Built 2017 SOUTHEAST MULTIFAMILY ADVISORY GROUP 4

8 ATLANTA PROFESSIONAL EQUITY MIKE KEMETHER Vice Chair JOSH GOLDFARB Vice Chair The Reserve at Gwinnett Norcross, Georgia 370 units // Built 1999 TRAVIS PRESNELL Director The Emerson 1600 Smyrna, Georgia 246 units // Built 1985 The Marquis on Berkeley Duluth, Georgia 323 units // Built 2002 The Atlanta Professional Equity Team works with investors characteristically backed by specialized equity groups. Targeted communities consist of 1990s and newer, primarily associated with a repositioning opportunity. This product profile is typically second generation with a value-add component, but still top quality. Mike Kemether 5 CUSHMAN & WAKEFIELD

9 Sweetwater Creek Lithia Springs, Georgia 240 units // Built 2002 Legacy Key Sandy Springs, Georgia 350 units // Built 1979 Villas at West Ridge Lithia Springs, Georgia 230 units // Built 2003 Eagle s Brooke Locust Grove, Georgia 248 units // Built 2009 Wildwood at Villa Rica Villa Rica, Georgia 220 units // Built 2003 Manchester Place Lithia Springs, Georgia 308 units // Built 2001 The Crest at Northside Atlanta, Georgia 219 units // Built 1984 SOUTHEAST MULTIFAMILY ADVISORY GROUP 6

10 ATLANTA PRIVATE CAPITAL TYLER AVERITT Executive Managing Director NATHAN SWENSON Senior Director CHRISTOPHER LYON Associate WESLEY KENNEY Associate Hundred Lenox Buckhead Atlanta, Georgia 431 units // Built 1961 The Atlanta Private Capital Team serves primarily entrepreneurs and limited partnerships, with the aim of maximizing the financial potential of their assets. Our team adds a sophistication to a dynamic market space consisting of communities built prior to 1995 in Metro Atlanta and across Georgia. Tyler Averitt Sterling Vinings Smyrna, Georgia 106 units // Built CUSHMAN & WAKEFIELD

11 Hampton Point McDonough, Georgia 276 units // Built 1996 Grovewood Park Lithonia, Georgia 120 units // Built 1995 The Parc at 1875 College Park, Georgia 352 units // Built 1988 The Eclipse Duluth, Georgia 175 units // Built 1985 Stanford Oaks Tucker, Georgia 202 units // Built 1968 Cascade Glen Atlanta, Georgia 364 units // Built 1968 Silver Oak Clarkston, Georgia 406 units // Built 1971 The Clarion Decatur, Georgia 217 units // Built 1990 SOUTHEAST MULTIFAMILY ADVISORY GROUP 8

12 GEORGIA TAYLOR BIRD Senior Associate NELSON ABELS Senior Associate Lofts at College Hill Macon, Georgia 146 units // Built 2015 Lullwater at Richmond Hill Savannah, Georgia 280 units // Built 2018 The Georgia Team specializes on serving the secondary and tertiary markets throughout Georgia, focusing on all asset types within these growing cities. Bolstered by a high-level perspective within this unique regional group, our geographic specialty allows us to provide unmatched market knowledge and superior transfer of capital through our client-driven approach. Taylor Bird 9 CUSHMAN & WAKEFIELD

13 Mill Creek Run Macon, Georgia 224 units // Built 2005 Holly Hills Columbus, Georgia 211 units // Built Georgia Plains 4 Portfolio Albany & Warner Robins, Georgia 582 units // Built Avana Highland Ridge Columbus, Georgia 297 units // Built 2011 Westside Commons Athens, Georgia 137 units // Built 1972 Churchill Commons Augusta, GA 240 units // Built 1990 Cobblestone Savannah, Georgia 220 units // Built 1988 SOUTHEAST MULTIFAMILY ADVISORY GROUP 10

14 NORTH & SOUTH CAROLINA JORDAN MCCARLEY Executive Managing Director WATSON BRYANT Executive Director TAI COHEN Director PAUL MARLEY Senior Associate BROOKS COLQUITT Senior Associate HUNTER BOWLING Associate The Aventine Greenville Greenville, South Carolina 346 units // Built 2013 With a large team of professionals organized by specialization, to cover both the primary and secondary markets within this region as well as the institutional and non-institutional assets, our Carolinas Team offers the most comprehensive multi-family investment sales platform with extensive investor reach and access to a wide variety of investment opportunities. Jordan McCarley 11 CUSHMAN & WAKEFIELD

15 1420 Magnolia Charlotte, North Carolina 204 units // Built 1999 Myrtle Landing Wilmington, North Carolina 144 units // Built 2017 Bridford West Greensboro, North Carolina 264 units // Built 2013 & 2014 The Reserve at Park Place Morrisville, North Carolina 312 units // Built 2016 & 2017 Copus 1 Indian Trail Charlotte, North Carolina 204 units // Built 2017 Spanish Oaks Charleston, South Carolina 115 units // Built 1973 Fountains at Mooresville Town Square Mooresville, North Carolina 227 units // Built 2012 The Lively at Carolina Forest Myrtle Beach, South Carolina 305 units // Built 2017 SOUTHEAST MULTIFAMILY ADVISORY GROUP 12

16 GULF STATES JIMMY ADAMS Executive Managing Director CRAIG HEY Director Mobile 5 Portfolio Mobile, Alabama 2,013 units // Built JOSH JACOBS Director joshua.jacobs@cushwake.com ANDREW BROWN Senior Associate andrew.h.brown@cushwake.com The Gulf States Team provides top quality service to our clients by leveraging the largest group of professionals in Alabama & Mississippi with Cushman & Wakefield s superior market reach. We cover all product types, from Class A to Workforce Housing, and dedicate ourselves to single asset assignments as well as portfolios across multiple markets. Jimmy Adams Southeast 13 Portfolio Alabama, Mississippi & Florida 1,162 units // Built CUSHMAN & WAKEFIELD

17 The Venue Valley, Alabama 618 units // Built 2008 & 2009 Stonegate Birmingham, Alabama 260 units // Built 2008 Oak Hollow & Twin Oaks Southaven & Hattiesburg, Mississippi 579 units // Built Arbor Club & Ashley Club Pensacola, Florida 392 units // Built 1986 City Center Birmingham, Alabama 691,177 SF // Built 1972 (Upgraded 1998) Landmark at Lancaster Place Birmingham, Alabama 240 units // Built 2007 High River Tuscaloosa, Alabama 176 units // Built 1976 & 2006 Bentley Place Biloxi, Mississippi 244 units // Built 2000 SOUTHEAST MULTIFAMILY ADVISORY GROUP 14

18 TENNESSEE ROBBIE O BRYAN Director robbie.obryan@cushwake.com BRAD BOSTON Associate brad.boston@cushwake.com Elements of Chattanooga Chattanooga, Tennessee 340 units // Built 1987 & 1993 IMT Cool Springs (fka ALARA Cool Springs) Franklin, Tennessee 386 units // Built 1997 Our Tennessee Team specializes in providing unmatched expertise with unique market insights to serve clients throughout this growing region. In addition to serving the primary markets, we focus on the secondary and tertiary cities, bringing a depth of product and market knowledge while offering a first-class client experience. Robbie O Bryan 15 CUSHMAN & WAKEFIELD

19 Cottages on Tazewell Knoxville, Tennessee 251 units // Built 2014 & 2017 Tennessee Affordable Portfolio Ripley, Martin & Blountville, Tennessee 269 units // Built 2003 & 2005 Hunters Point (fka Springs of Chattanooga) Chattanooga, Tennessee 260 units // Built 2015 Village at Apison Pike Chattanooga, Tennessee 248 units // Built 2015 Summer Chase Johnson City, Tennessee 96 units // Built 1983 Walden Legacy Knoxville, Tennessee 236 units // Built 2005 Trails at Mt. Moriah Memphis, Tennessee 630 units // Built 1989 & 1991 Evergreen at the Bluffs Knoxville, Tennessee 161 units // Built 2009 SOUTHEAST MULTIFAMILY ADVISORY GROUP 16

20 KENTUCKY MIKE KEMETHER Vice Chair CRAIG S. COLLINS Sr. Real Estate Advisor Commercial Kentucky, Inc The Henry at Fritz Farm Lexington, Kentucky 306 units // Built 2017 Raintree Lexington, Kentucky 480 units // Built 1985 The Kentucky Team continues to set records in markets like Louisville, Lexington, and Bowling Green. Many of these markets provide the quality, higher paying Eds and Meds jobs, coupled with the more grey collar manufacturing jobs, to help create a renter profile for various multifamily housing options. The Kentucky Team covers all product types, from Class A to private capital, throughout the state. Craig Collins 17 CUSHMAN & WAKEFIELD

21 Metropolitan Louisville, Kentucky 180 units // Built 1969 Stoney Brooke Lexington, Kentucky 232 units // Built 1986 Veranda at Norton Commons Louisville, Kentucky 236 units // Built 2015 Villages of Wildwood Cincinnati, Ohio 583 units // Built Legends at Indian Springs Louisville, Kentucky 212 units // Built 2001 SOUTHEAST MULTIFAMILY ADVISORY GROUP 18

22 LOUISIANA MIKE KEMETHER Vice Chair LARRY G. SCHEDLER, CCIM Principal - Licensed in LA, AL, MS Larry G. Schedler & Associates, Inc larry@larryschedler.com Cobblestone at Essen Baton Rouge, Louisiana 173 units // Built 1974 Pelican Pointe Slidell, Louisiana 266 units // Built 2000 The Louisiana Team is dedicated to providing top service to our clients, as we cover Louisiana markets as diverse as Louisiana s culture and heritage. Throughout the state, multifamily investors are treated to growing MSAs with quality, diverse jobs. Further, investors tend to get slightly higher risk-adjusted returns in Louisiana, making the investment a perfect addition to a regional portfolio. Larry Schedler 19 CUSHMAN & WAKEFIELD

23 Oakleigh Baton Rouge, Louisiana 296 units // Built 1984 Covington Square Metairie, Louisiana 135 units // Built 1977 Cherry Creek Baton Rouge, Louisiana 330 units // Built 1970 Emberwood Lafayette, Louisiana 296 units // Built 1986 Villas at Emerald Park New Orleans, Louisiana 69 units // Built 1971 Louisiana 9 Portfolio Lafayette, Shreveport & New Orleans, Louisiana 2,079 units // Built SOUTHEAST MULTIFAMILY ADVISORY GROUP 20

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26 NATIONAL PLATFORM CARLO SANT ALBANO Chief Executive, Global Capital Markets & Investor Services The Cushman & Wakefield Capital Markets team leverages in-depth market knowledge to achieve optimal execution. Our national reach with key connections in the brokerage, investment, and finance communities, helps us to succeed for our clients. Cushman & Wakefield s commitment to providing a more robust, client-centric experience is critically dependent upon the addition of specialized, industryleading talent that augments our core expertise. This further enables us to deliver a 360-degree investor services platform with consistent execution and continued innovation across the Americas and the globe. Along with Carlo Sant Albano, Marc Robinson and Josh Goldfarb serve as national spokespersons for C&W s apartment brokerage practices, jointly leading the growth platform. Full Service Capital Markets Platform Investment Sales Corporate Finance & Investment Banking Equity, Debt & Structured Finance Global Capital Advisory Integrated Team Proven Processes Skilled Underwriting Deep Market Knowledge National & Global Connections The Cushman & Wakefield Advantage Our professionals offer expertise in every business sector and real estate class, delivering integrated solutions by actively advising, implementing, and managing on behalf of tenants, landlords, and investors throughout every stage of the real estate acquisition, financing, or sales process. Whether you are an investor, developer, corporate user or owner, a global company or a small business, we provide solutions that fit your strategic, operational, and financial goals and help convert fixed assets into dynamic ones. ACCESS to opportunities, product, capital sources, and local market expertise PROPERTY POSITIONING helps clients achieve their specific cash flow and financial objectives, driven by the changing market EXPERTISE in every business sector and real estate class and environment NATIONAL PLATFORM REGIONAL MARKET LOCAL FOCUS 23 CUSHMAN & WAKEFIELD

27 FULL SERVICE CAPABILITIES Equity, Debt & Structured Finance (EDSF) Recognized as one of the world s leading Capital Markets experts when it comes to commercial real estate, Cushman & Wakefield s EDSF team offers both domestic and international clients advisory and capital solutions for all asset classes. Through active, standing relationships with national, pre-eminent Fannie, Freddie and FHA lenders, our EDSF professionals provide their clients with a variety of strategic financing options for multifamily investors and developers. GLOBAL CAPITAL ACCESS, LOCAL MARKET EXPERTISE $11.3B 2018 FINANCING ASSIGNMENTS FINANCING ASSIGNMENTS 70+ PROFESSIONALS WORLDWIDE 13 OFFICES IN U.S. MIKE RYAN Executive Managing Director Direct: michael.ryan@cushwake.com BLAKE COHEN Senior Director Direct: blake.cohen@cushwake.com As the world s Capital Markets have grown in size and complexity, Cushman & Wakefield s EDSF professionals have continually enhanced their approach to ensure ongoing delivery of state-ofthe-art financing and equity structuring advice and execution for their clients. Cushman & Wakefield s EDSF professionals utilize a proven methodology to ensure that we meet and exceed our client s expectations throughout every assignment. Strategic Account Management The Cushman & Wakefield team serves as our client s advocate and source of acquisition opportunities. We identify strategies on existing properties to maximize sale and financing proceeds. We also work closely with the client s asset managers to maximize communication and take advantage of market opportunities. SINGLE POINT OF CONTACT Serve as the primary communication link between the client and Cushman & Wakefield s on-site team ADVISORY SERVICES Provide consistent uniform delivery of asset valuation, marketing materials, blasts, newsletters, and other deliverables CLIENT STRATEGY MEETINGS Organize and moderate quarterly and semi-annual performance meetings in the field to provide economic updates specific to the client markets Responsible for arranging meetings, setting agendas, and preparing meeting materials ACQUISITIONS Understand and communicate the acquisition criteria of the client to Cushman & Wakefield s Capital Markets Group Be a key provider of due diligence information in each market SOUTHEAST MULTIFAMILY ADVISORY GROUP 24

28 INTERNATIONAL CAPITAL MARKETS Access to a Global Network of Buyers Through Global Capital Desk JANICE STANTON Executive Managing Director Capital Markets Global Investment Strategy Global real estate owners and investors look to Cushman & Wakefield s expertise to help them meet strategic, operational, and financial goals for their investments. We deliver customized strategies and solutions, experience in all property types, and offer unparalleled resources for investor targeting through our global footprint and access to both local and international capital. With an enhanced ability to identify and articulate exclusive opportunities, we provide creative investment ideas that maximize returns. Americas is $16.0B of APAC Americas is $49.7B of EMEA EMEA is $5.6B of APAC APAC is $18.6B of Americas Americas Intra-zone: $42.2B Domestic: $413.4B EMEA Intra-zone: $94.2B Domestic: $156.3B APAC Intra-zone: $119.2B Domestic: $749.8B DOMINANT NETWORK U.S.: #1 Capital Markets Team in Top Gateway Markets London: #1 Agent In The City For 100 Million+ Deals Since Global Merger London: 43% of Building Transactions Over 100 Million by Volume in the City China: #1 Capital Markets Team With 51% Market Share China: Founder of DTZ China now CEO of Hong Kong CROSS-BORDER INVESTMENT FLOWS (IN $BILLIONS) CAPITAL SOURCES INFLOWS OUTFLOWS NET Asia Pacific $21.5 $52.0 -$30.5 Europe, Middle East & Africa $83.1 $27.7 $55.4 Americas $40.7 $65.6 -$24.9 Source: RCA, Cushman & Wakefield Capital Markets. Deals $5M+ 25 CUSHMAN & WAKEFIELD

29 CONFIDENTLY GLOBAL, EXPERTLY LOCAL. 70 COUNTRIES 400 OFFICES $6.9B 2017 REVENUE 48,000 EMPLOYEES 3.5B SF MANAGED Cushman & Wakefield is a leading global real estate services firm that delivers exceptional value by putting ideas into action for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with 48,000 employees in approximately 400 offices and 70 countries. In 2017, the firm had revenue of $6.9 billion across core services of property, facilities and project management, leasing, capital markets, advisory and other services. To learn more, visit or on Twitter. SOUTHEAST MULTIFAMILY ADVISORY GROUP 26

30 SOUTHEAST MULTIFAMILY ADVISORY GROUP REGIONAL LOCATIONS ATLANTA BIRMINGHAM CHARLOTTE CHARLESTON LOUISVILLE NASHVILLE NEW ORLEANS RALEIGH multifamily.cushwake.com

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