This document provides guidance on creating a real estate investment strategy by profiling properties, listing details, defining uses, assessing investments and costs/benefits, and delivering recommendations. Key steps include developing property profiles, listing details like location and investment needs, defining current and potential uses, analyzing investment amounts and operating costs/profits, and delivering a total cost analysis, potential sale values, and strategic investment plan to optimize the portfolio. The overall strategy aims to bring focus to assets, reduce expenses, and demonstrate value through a defined real estate investment plan.

1. Real Estate Strategies Profile Listing Definition Investment Cost/Benefit Deliverables

2. Profile Develop the detailed definition of your properties Design a spreadsheet of the facts Note mission-critical versus non mission-critical locations for focus Create the complete plan

3. Listing List your properties by location (name or number plus address Include the important factors that require attention, like investment in dollars, expenses, square feet, type of construction Qualify importance by value to determine what needs to remain or go in your portfolio

4. Definition Include details of how the property is used Show options of how the property could compliment your business Show parking, number of private offices, open space, potential uses What do I own?

5. Investment List first-cost investment Show improvements by year Show future investments required Note what profit could be gained if the property was sold

6. Cost/Benefit Determine what the property is costing to operate Determine what the property will cost for future improvements and maintenance Show the benefit of operating the building (what is the purpose of keeping the property)

7. Deliverables Total cost to own the property Value if the property was sold Strategic plan for present and future investment Bring a complete focus on your assets Reduce capex and expenses through the plan

8. Summary This presentation is a footprint There are many other factors that can be added in detail once a portfolio is created Cost/Benefit is for the entire portfolio and should be defined by individual property A balanced scorecard against specific goals helps show value to the bottom line through a defined strategy