The document outlines the services provided by a real estate advisory firm called Portfolio Strategy. They provide a wide range of real estate advisory services including M&A support, master planning, opportunity assessments, portfolio strategy, and program management. Their approach involves defining issues, collecting and analyzing data, leveraging subject matter experts, identifying solutions, and making recommendations supported by research. They serve clients across various industries and have experience optimizing real estate portfolios globally.

1.
WHAT WE DO
OUR SERVICES
Our practice provides a wide spectrum of products & services that assist you in navigating through any complex and unique business
challenges. Our areas of expertise encompass the following solutions:
M&A Support
Organizations engage in M&A activities to realize growth and create tangible synergies; our
M&A advisory services provide a comprehensive glide path on how to enable these
objectives within the real estate footprint.
Master Planning
Our Master Planning services focus on developing a detailed real estate occupancy plan for
a specific geographic region or campus, often providing an integrated strategy for multiple
locations that supports the organization’s current & future business objectives.
Opportunity Assessment
Opportunity Assessments help clients unlock their portfolio’s potential by uncovering new
cost saving strategies & value add incentives. It can identify ways to reduce operating
expenses & portfolio footprints, optimize use of capital & enhance the clients overall real
estate organization structure.
Portfolio Strategy
We assist our clients with positioning their real estate portfolios as a strategic asset for the
long-term and to develop an overarching strategy that optimizes real estate’s impact on
their business strategies and operations, financial structure and location.
Portfolio Command
Our strategic portfolio management service is enabled by strategy experts who utilize a
continuous programmatic approach to optimize the current portfolio to support future
business needs. Our industry leading tools & technology allows us to leverage your
portfolio’s data to derive valuable insights, intelligent solutions & create multiple scenarios to
aid in the formulation of a viable strategy that align with the company's goals and objectives.
Program Management Office
The Program Management Office (“PMO”) reduces risk and drives faster decisions by
providing real estate executives with consistent, streamlined reporting framework to ensure
the proper oversight, task prioritization and execution of the strategy
We provide executable solutions to occupier clients that align
business objectives and real estate portfolios to enable business
performance and workforce productivity by optimizing the location,
size, timing and cost of a real estate footprint.
Our experience coupled with our data driven approach deployment
of the latest technology and our expertise provide you with the real
estate centric solutions that you seek to confront the challenges of
today and prepare you for the workplace of the future.
28 Strategy Experts 100+ MSF Analyzed $500M Savings Uncovered

2. YOUR CHALLENGES - OUR SOLUTIONS
The voice of the customer is paramount and our clients seek answers to the most challenging business questions:
OUR APPROACH
While every client initiative is unique, our approach is grounded in experience. We define the issues or challenges, collect information
that must be aggregated and analyzed, leverage our team of subject matter experts, identify potential solutions, and recommend
outcomes based on total benefit to our client. Our ultimate recommendations are fully documented, supported by data and research
are practical to implement. Outlined below is a high level view of our approach to project delivery:

3. OTHER AREAS OF FOCUS
Organizations are often affected by broader external issues that affect their sectors and lines of business. We take into consideration
a multitude of factors when conducting our analysis to quantify the effect of these variables on the core business and ultimately the
real estate footprint:
Consumer – Consumer trends (population growth, age
distribution, demographics, education etc..) that would
impact your organization
Political – Political and regulatory factors that may
impact how business operates
Globalization – Impacts of globalization – integration of
international economies, markets and access to
resources
Talent – Workforce trends and the ability of
organizations to attract and retain a cost effective talent
pool
Competition – Competitor landscape, geographic
distribution, market penetration & share
Financial – Real estate finance trends and the impact
on an organization’s footprint, including own vs. lease,
flexibility and duration
Environmental – Conducting business in an ethical and
sustainable manner that conforms to government
guidelines and consumer demands
Real Estate Market – Globalization, economic trends &
the impact on an organization’s existing footprint and
optimal location
Technology – Technological landscape and disruptors
and how they impact the core business and real estate
footprint
Workplace – Workplace trends and the impact on
organizations to align work patterns with the work
environment to enable performance & reduce costs
OUR EXPERIENCE
Life Sciences &
Healthcare
Technology
Utilities & Telecom
Aerospace &
Defense
Financials Services &
Insurance
Energy
Industrials
Consumer &
CPGs
We understand the diverse set of challenges that face each
industry. Our knowledge and expertise extends to the
following sectors:
A sample of clients we serve across industries

4. OUR PEOPLE
Our consultants are passionate about their work and dedicated to the mission of ensuring the success of our clients in achieving their
goals.
Michael Billing Managing Director - Chicago
michael.billing@am.jll.com
+1 312.228.2638 +1 630.880.4711
Peter Shannon Managing Director - Chicago
peter.shannon@am.jll.com
+1 312.228.2533 +1 312.560.7754
We-Lin Koo Sr. Vice President - Chicago
wei-lin.koo@am.jll.com
+1 312.228.2398 +1 224.628.2955
Peter Miscovich Managing Director – New York
peter.miscovich@am.jll.com
+1 646.236.1577
Michele Barkinge Sr. Vice President - Chicago
michele.barkinge@am.jll.com
+1 312.228.22438 +1 312.505.9530
Edward Connolly Sr. Vice President - Chicago
edward.connolly@am.jll.com
+1 312.228.2533 +1 312.560.7754
Robert Dion Sr. Vice President - Chicago
robert.dion@am.jll.com
+1 312.228.3113 +1 312.451.7970
Dan Reidy Vice President - Chicago
dan.reidy@am.jll.com
+1 773.319.5138 +1 773.319.5138
Steve Carlos Sr. Associate – New York
steve.carlos@am.jll.com
+1 212.812.6437 +1 760.529.2215
Jennifer Ortiz Vice President – San Francisco
jennifer.ortiz@am.jll.com
+1 650.480.2147 +1 408.368.1727
Les Devine Vice President – New York
les.devine@am.jll.com
+1 212.812.6010
Daniel Rooney Vice President - Chicago
daniel.rooney@am.jll.com
+1 312.228.2721 +1 815.252.3385
Bashar Elayyan Sr. Associate - Chicago
bashar.elayyan@am.jll.com
+1 312.228.3650 +1 312.375.3247
Alfie Grant Sr. Associate - Atlanta
alfie.grant@am.jll.com
+1 678.808.5505 +1 404.808.6478
Tim Purtell Sr. Associate - Chicago
tim.purtell@am.jll.com
+1 312.228.3013 +1 312.852.2500
Merlissa Tan Sr. Associate – New York
merlissa.tan@am.jll.com
+1 212. 812-6525 +1 646.704.3176
Chicago Office
200 E Randolph St. Suite 4500
Chicago, IL 60601
+1 312.228.000
New York Office
330 Madison Avenue 4th Floor
New York, NY 10017
+1 212 812 5700
San Francisco Office
One Front Street Suite 1100
San Francisco, CA 94111
+1 415.395.4900
Atlanta Office
3344 Peachtree Road Suite 1100
Atlanta, GA 30326
+1 404.995.2100
www.jll.com
Find us on:
Our personnel at Portfolio Strategy are present in offices throughout the
United States but our engagements are far reaching around the globe. We
provide services to organizations with multinational footprints throughout all
regions in:
 North America
 Latin America
 EMEA
 AIPAC