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Columbia Capital Profile
 

Columbia Capital Profile

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    Columbia Capital Profile Columbia Capital Profile Presentation Transcript

    • Columbia Capital Consulting Group assists financial institutions, investors and advisors in achieving their real estate objectives with respect to non-performing or under-performing loans and assets as well as new loan and investment opportunities.
      Columbia Capital provides independent, client-focused consulting services through a proprietary methodology that includes:
      Assessment and documentation of asset status.
      Development of strategic resolution and recovery options.
      Implementation of recommended recovery and transaction strategies.
      Evaluation and management of portfolio level risk.
      Columbia Capital’s professional capabilities include experience in:
      Wide range of asset classes including land, residential and commercial development; and multifamily, affordable housing, office, retail, industrial, hospitality and condominium properties.
      Due diligence, market research, financial modeling and analysis, valuations, property and asset management, and construction completion services.
      Disposition, recapitalization, and transaction management and execution.
      Banking, risk management, capital adequacy analysis, and strategic planning.
      Columbia capital overview
      2
    • Consulting reports
      ASSET ASSESSMENT
      STRATEGY & RECOMMENDATION
      CUSTOMIZED SOLUTIONS
      • Public Records Review
      • Asset Status Review
      • Loan Collateral Review
      • Market Review
      • Title Review
      • Loan Resolution and Recovery Alternatives
      • Asset Resolution and Recovery Alternatives
      • Market Perception of Value
      • Hold, Workout or Sell
      • Reports Tailored to Client Scope, Timing and Budget
      • Scope of Services Based on Client Requirements
      Consulting SERVICES
      CONTRACT ADMINISTRATION
      RISK ADVISORY
      TRANSACTION COORDINATION
      • Asset Stabilization
      • Construction and Project Completion
      • Asset Reposition
      • Risk Management
      • Credit Management
      • Default Management
      • Corporate Governance
      • Management of Real Estate Brokerage
      • Asset Marketing Plans
      • Transaction Oversight
      3
    • Asset Assessment Reports
      Asset Status Review
      Under development/construction
      Entitlements
      Assessments and mitigation fees
      Development
      Construction improvements
      Income-producing assets
      Operational review
      Lease review
      Income versus mark-to-market
      Identify issues that any owner will need to address
      Loan Collateral Review
      Provide complete and reliable due diligence file supporting the resolution or investment
      Market Review
      Determine current market inventory, assess supply and demand
      Identify specific competitive factors impacting or enhancing value
      Title Review
      Verify Lender collateral
      Compare legal descriptions on the deed(s) of trust with the legal description on the title
      4
    • strategy & recommendation reports
      Assess and Critically Evaluate Loan Resolution and Recovery Alternatives
      Forbearance agreement
      Workout with borrower
      Receivership
      Deed-in-lieu of foreclosure
      Foreclosure
      Note disposition
      Assess and Critically Evaluate Asset Resolution and Recovery Alternatives
      For financial institutions, assess limiting factors
      Asset stabilization, reposition and rehabilitation
      Asset disposition
      Market Perception of Value
      Real estate principal approach
      Prepare analyses supporting recommendation(s)
      Provide Recommendation(s) to Hold, Workout or Position for Sale
      Recommendation(s) support decision making process for Client
      Evaluate of alternative courses of action
      5
    • Asset Stabilization
      Preserve entitlements by extending active permits and applications
      Coordinate the conversion or release of bonds
      Order final inspections
      Ensure compliance with local, state and federal regulations
      Coordinate asset management, such as winterization, erosion control and site security
      Construction and Project Completion
      Complete partially constructed projects and buildings
      Coordinate architects, designers and engineers to complete design and permitting
      Provide representation with agencies and jurisdictions to obtain approvals and permits
      Manage general contractors and consultants needed to complete construction
      Coordinate final inspections and project close-out procedures
      Asset Reposition
      Assist in development of value accretion construction initiatives
      Manage general contractors and consultants needed to complete construction
      CONTRACT ADMINISTRATION SERVICES
      6
    • TRANSACTION COORDINATION SERVICES
      Management of Real Estate Brokerage
      Select real estate brokerage
      Negotiate brokerage contract terms
      Assist in the Development of Asset Marketing Plans
      Create asset marketing strategies
      Work in conjunction with real estate brokerage to develop marketing materials
      Monitor status of the asset marketing plans and sales campaign
      Transaction Oversight
      Participate in the Buyer selection process
      Address Buyer inquiries through the feasibility period
      Provide assistance to Client’s attorney to facilitate the transaction closing
      7
    • Portfolio Risk Evaluation
      Evaluate Risk Management Plan
      Evaluate Data Management Capabilities
      Evaluate Decision Capabilities
      Evaluate Default Management Capabilities
      Enhance Corporate Governance
      Provide Consulting for Bank Financial Considerations
      Real Estate Loans as a Percentage of Capital and Total Assets
      Criticized and Non-Performing Assets
      Tier 1 and Tier 2 Capital Adequacy
      Loan Loss Reserves
      Income Statement and Ability to Fund Loan Loss Reserves
      Bank’s Plan Beyond Distressed Asset Dispositions and Future ‘Right Sizing Plan’
      CAMELS
      Risk advisory services
      8
    • Expertise to maximize Client recovery in full range of property types and financial structures
      Convenience of single-source, multidisciplinary advisory services providing efficiency, organization and process for Client
      Established alliances with professionals in the industry
      Combined knowledge of banking, real estate finance, investment and brokerage, development and construction, and marketing to identify and evaluate recovery options
      Team of accessible experienced professionals with proven workflow systems
      Professionals conscious of critical nature of current market and timing
      Due diligence capabilities to support Client recovery strategies and to assist potential buyers in feasibility and planning
      Client collaboration to craft comprehensive road map to resolve non-performing or under-performing real estate loans and assets as well as facilitate new business
      COLUMBIA CAPITAL CAPABILITIES
      9
    • The Columbia difference
      Columbia Capital provides comprehensive, single-source solutions for due diligence, valuation and resolution needs.
      Holistic versus directed approach
      Assess all data points before making a recommendation to the client
      No limiting factors or ‘point in time’ boundaries
      Thorough, diligent research
      Ask the right questions and obtain all the relevant data
      With loans, review both collateral and asset values
      Diverse team of real estate and capital market professionals analyze individual aspects of each loan/asset
      Complete due diligence package
      Result of work is a reliable due diligence report/file
      Serves as a feasibility study for owners, sellers and buyers reducing potential for re-trading at closing table
      Clients receive practical and unbiased solutions without an agenda.
      Assessment of current market value
      As-is value including outstanding cost considerations
      Real estate ‘principal’ approach
      Assessment of multiple exit strategies and recovery options
      Recommended option for existing market conditions and implications for selecting alternatives
      10
    • National Coverage
      Columbia Capital is headquartered in Seattle with nationwide Client Services Group coverage centered in New York, Philadelphia, Miami, Chicago, Dallas, and Southern California. Columbia is led by a seasoned team of banking, investment banking, and property consulting professionals and is solely focused on providing best-in-class client consulting, assessment, strategy, and execution services to institutional, corporate and professional services.
      www.columbiaccg.com
      HEADQUARTERS
      2722 Colby Avenue, Suite 515
      Everett, WA 98201
      (425)367-6200
      info@columbiaccg.com
      NORTHEAST
      (New York)Ken Spears
      Director(973) 868-9481
      kspears@columbiaccg.com
      Harry Mizrahi
      Chief Operating Officer(212) 362-1993 hmizrahi@columbiaccg.com
      NORTHWEST
      (Seattle)
      Ronald Cathcart
      Chief Executive Officer
      (425) 367-6217
      rcathcart@columbiaccg.com
      Roberta Fuhr
      Director
      (425) 367-6218
      rfuhr@columbiaccg.com
      Melanie Clark
      Director of Production
      (425) 367-6216
      mclark@columbiaccg.com
      Luke Thornton
      Project Manager
      (425) 367-6212
      lthornton@columbiaccg.com
      Dan Carlson
      Real Estate Analyst
      (425) 367-6213
      dcarlson@columbiaccg.com
      MID-ATLANTIC
      (Philadelphia)Bud Moscony
      Director(215) 771-6495 bmoscony@columbiaccg.com
      WEST
      (Newport Beach)Bud Moscony
      Director(215) 771-6495
      bmoscony@columbiaccg.com
      Carl Johnson
      Director(949) 637-1463 cjohnson@columbiaccg.com
      SOUTHEAST
      (Miami)Harry Mizrahi
      Chief Operating Officer(212) 362-1993 hmizrahi@columbiaccg.com
      MIDWEST
      (Chicago)George Marquisos
      Director(847) 417-2684 gmarquisos@columbiaccg.com
      SOUTHWEST
      (Dallas)Tim Lanier
      Director(214) 533-3368 tlanier@columbiaccg.com
      11
    • Executive management
      Ronald Cathcart - Chief Executive Officer
      Ron’s wealth of experience in the financial services industry makes him the ideal leader for Columbia Capital. Having held numerous executive leadership positions in both domestic and international financial institutions, he was most recently the Chief Enterprise Risk Officer for Washington Mutual, the largest thrift in the US with $300B in assets, a 2,200 branch network and nationwide lending/administrative offices engaged in consumer and commercial banking services, credit cards, commercial real estate financing, and home loans. Ron had oversight responsibility for of all aspects of credit, market and operational risk as well as compliance, regulatory and internal audit. His invaluable risk management capabilities and thorough understanding of the regulatory framework which guides financial institutions uniquely position him to provide Risk Advisory Analysis (RAS) services to our clients. This unique portfolio analysis service delivers significant value from a loss mitigation perspective, and provides practical working solutions to executive officers.
      Ron has an A.B. in English from Dartmouth College and an M.B.A. in Finance from the University of Western Ontario – Richard Ivey School of Business.
      Harry Mizrahi - Chief Operating Officer
      With a 25-year career in investment banking and corporate and structured finance, Harry is integral in the development and management of Columbia Capital’s operations and national expansion. He has advised financial institutions, corporate clients and federal and state government agencies on real estate loans, assets and portfolios through positions as Managing Director, Structured Real Estate, at Ambac Assurance Corp., Principal at Eastbridge Ventures, Chief Operating Officer at American Spectrum Realty, Director at Salomon Brothers’ and Salomon Smith Barney’s Real Estate Investment Banking Groups, and Partner at Eastdil Realty. His experience also encompasses international finance, including the acquisition bid for Canary Wharf Group plc, a £6 billion property company.
      Harry has a B.A in History from Northwestern University, an M.B.A in Finance and Real Estate from Columbia University Graduate School of Business and was an M.P.A candidate at Harvard University John F. Kennedy School of Government.
      William Rich - Executive Vice President
      William (Bill) brings a strong financial management and strategic planning background to Columbia Capital. Bill is a CPA by profession with additional credentials in business valuation (ABV - Accredited in Business Valuation; and CVA - Certified Valuation Analyst) and management accounting (CMA – Certified Managerial Accountant. Bill has an MBA with a concentration in Management and Finance. He has several years of experience much of it involved in the turnaround and disposition of struggling divisions and subsidiaries of large publicly held companies such as Allegheny International, Henry Schein, Inc., and as the CFO of SMC Corporation. During the past nine years, Bill has built his own successful turnaround consultancy and developed long standing relationships with the special assets and workout groups of several regional and national banks. Bill also has advised business owners on Exit Strategies and methods to enhance business value. Bill’s experience and relationships are very well suited to the clients and services offered by Columbia Capital.
      Melanie Clark - Director of Production
      Melanie leads Columbia Capital’s Production, Contract Administration and Transaction Coordination teams including the company’s Project Managers and Real Estate Analysts as well as outside consultants, engineering firms and contractors. Her experience managing real estate development projects through the design, entitlement, construction, and completion processes allows her to provide the insight necessary to solve even the most complicated real estate issues. With years of progressive experience in land development entitlement, permitting and construction project management prior to joining Columbia Capital, Melanie has effectively managed land use development projects from feasibility analysis through construction, worked with professional engineers on specifying design parameters for projects, including site grading and infrastructure systems, and was responsible for the timely delivery of millions of dollars of residential development in the Northwestern region.
      Working with other members of Columbia Capital’s senior management, Melanie developed and implemented the company’s Asset Assessment and Strategy & Recommendation reports, processes, and procedures. She has comprehensive expertise in research, document review, preparation, editing and production. Melanie manages key staff involved in research, report production, and project completion.
      12
    • Columbia capital contacts
      Ronald Cathcart
      Chief Executive Officer
      (425) 367-6217
      rcathcart@columbiaccg.com
      Harry Mizrahi
      Chief Operating Officer
      (212) 362-1993
      hmizrahi@columbiaccg.com
      William Rich
      Executive Vice President
      (541) 419-3249
      brich@columbiaccg.com
      Dusty Allen
      Board Director
      (702) 604-5267
      dallen@columbiaccg.com
      Melanie Clark
      Director of Production
      (425) 367-6216
      mclark@columbiaccg.com
      Roberta Fuhr
      Director
      (425) 367-6218
      rfuhr@columbiaccg.com
      Bud Moscony
      Director
      (215) 771-6495
      bmoscony@columbiaccg.com
      Ken Spears
      Director
      (973) 868-9481
      kspears@columbiaccg.com
      George Marquisos
      Director
      (312) 607-6020
      gmarquisos@columbiaccg.com
      Tim Lanier
      Director
      (214) 533-3368
      tlanier@columbiaccg.com
      Carl Johnson
      Director
      (949) 637-1463
      cjohnson@columbiaccg.com
      www.columbiaccg.com
      THIS PRESENTATION CONTAINS CONFIDENTIAL AND PROPRIETARY INFORMATION OF COLUMBIA CAPITAL CONSULTING GROUP, INC. (THE "COMPANY"). ANY RECIPIENT OF THIS PRESENTATION AGREES TO KEEP ITS CONTENTS STRICTLY CONFIDENTIAL AND AGREES TO USE THE CONTENTS FOR THE SOLE PURPOSE OF EVALUATING A BUSINESS TRANSACTION WITH THE COMPANY (THE "PURPOSE").  SUCH RECIPIENT AGREES NOT DISCLOSE THIS PRESENTATION EXCEPT TO OTHER MEMBERS OF ITS ORGANIZATION WHO (1) HAVE A NEED TO KNOW THE CONTENTS HEREOF FOR THE PURPOSE AND (2) AGREE TO KEEP THIS PRESENTATION CONFIDENTIAL ON THESE TERMS.
      13