Analysis of Top 15 Brokers of Multi-Family Properties 2006
15 Top MF Brokers in 2006 CB Richard Ellis Apartment Realty Advisors Cushman & Wakefield Eastdil Secured Marcus & Millichap Holliday Fenoglio Fowler Hendricks & Partners Arroyo & Coates Moran & Co. DTZ Rockwood Transwestern Commercial Engler Financial Colliers International Sperry Van Ness Massey Knakal
Methodology Company Overview Specialty Services Multi-Family Information Subsidiaries Shipping Distribution Fabricator How they purchase services Client List Contact Information Industry Links *  Represents a connection to MF Builders & Property Managers research 7. Competitors ?
1. CB Richard Ellis Company Overview CB Richard Ellis provides a complete range of commercial real estate brokerage services for tenants and property owners in the office, industrial, land and retail sectors Property Acquisition Potential buyers are retaining their professionals to facilitate these transactions. The primary objective is to represent well-capitalized entities that are seeking debt and equity investment opportunities to gain optimal financial results. Solid financial analyses and valuation benchmarking are utilized for substantiating the value of a property Property Leasing CB Richard Ellis works with building owners, investors and property managers to develop leasing strategies that enhance property value
1. CB Richard Ellis Specialty Services Investment Properties  Office Properties  Industrial Properties  Retail Properties  Land  High Technology Facilities Group  Tenant Advisory Services  Corporate Services  Global Logistics Group  Multi-Housing Group   Hotel/Leisure  Special Properties Group
1. CB Richard Ellis Multi-Housing CBRE’s Multi-Housing Group offers multifamily owners and investors the industry's best real estate advisory services.  The group’s national network of 300 professionals is dedicated solely to the multi-housing sector in every major United States market Over $17 Billion in Multi-Housing Sales in 2007  Over $8.3 Billion in Multi-Housing Financing in 2007  National network of 300 Multi-Housing professionals in every US market  “ Top US Apartment Broker” by Real Capital Analytics The Multi-Housing Group offers: Investment Properties   Multi-Housing Institutional Group  Private Client Group  Student Housing  Senior Housing  HUD/Affordable Housing  National Tax Credit Advisory Group  Manufactured Housing Group Debt and Equity Finance  Fannie Mae  Freddie Mac  FHA  Loan Sale Advisory  GEMSA Loan Servicing
1. CB Richard Ellis HUD/Affordable Housing Group of CB Richard Ellis Brokers to: Owners and buyers of HUD-regulated or FHA-insured properties Owners and buyers of Section 8 properties Owners and buyers of Section 42 LIHTC properties Owners and buyers of Rural Housing properties Property managers Entities undertaking portfolio restructuring Portfolio investors and managers Participating third parties Services Market Sales Mortgage Brokerage Prepayment Advisory Services Portfolio Restructuring & Recapitalization
1. CB Richard Ellis A.G. Edwards AIMCO Alco Properties American Community Developers Amerisouth Acquisitions B.A.I. Development Corp. Bachtel Property Management Baltic Properties, Inc Bay West Investment Company Bensalem Associates Big League Management Boisclair Corp Boise Housing Corp. Brumfield Properties Federal Deposit Insurance Corporation (FDIC) Feit Management Kauri Investments Keen Consultants Lehman Brothers Marlbrook Investors Metro West Heritage Housing National Church Residences National Housing Partners PD Investments, Inc. Presidential West Salvation Army Southport Financial Services United States Department of Justice Volunteers of America HUD/Affordable Housing Group Partial Client List
1. CB Richard Ellis Multi Housing Peter Donovan Senior Managing Director Multi-Housing Capital Markets T 617.488.7235 peter.donovan@cbre.com  Ron Halpern Managing Director Multi-Housing Capital Markets T 617.488.7236 [email_address] Email Address: [email_address] HUD/Affordable Housing James T. Lampman Senior Vice President and Associate Director T 206 292 6187 [email_address]   Ted Cassel Sales Assistant T 206 292 6041 [email_address]   Roxanne S. Yeo Senior Financial Analyst/ Administrative Manager T 206 292 6126 [email_address] Contact Information
1. CB Richard Ellis Industry Links National Multi-Housing Council Member * www.nmhc.org Florida Licensed Real Estate Salesperson Florida Licensed Mortgage Broker Member of the National Association of Home Builders (NAHB) * CCIM Candidate Urban Land Institute www.uli.org National Association of Real Estate Investment Trusts www.nareit.org Torto Wheaton Research www.twr.com
2. Apartment Realty Advisors Company Overview Apartment Realty Advisors (ARA)  was created in 1986 by congress to spur investment to finance construction and rehabilitation of housing for low income renters. The group is headed by ARA’s Cliff McDaniel and Dave Fournier  They are the largest privately held, full-service investment advisory brokerage firm in the nation that focuses exclusively on the multi-housing industry Record-breaking sales volumes for three consecutive years The industry’s highest per-broker annual average sales volume of $102 million among ARA’s 65 brokerage professionals Over $7.7 billion in real estate transactions in 2007 DataLink  database: a proprietary database of active buyers around the globe. Currently has more than 11,000 registered buyers PropertyLink  database: has the industry’s most comprehensive database of multi-housing investment opportunities
2. Apartment Realty Advisors Specialty Services Senior Housing ARA's core multi-family brokerage coupled with  Integra's seniors housing appraisal business  to form the  ARA National Seniors Housing Group   Underwritten more than 2,000 seniors housing assets with aggregate value of more than $20 billion  Combined 70+ years in brokerage experience  Provided a total client-focused vision to ensure the highest possible outcomes  Brokered by the Principals in excess of $2.5 billion including $250 million of seniors housing
2. Apartment Realty Advisors Specialty Services Student Housing Sales of over $1 billion of student housing nationally since 2005  Sales of over $150 million of student housing in 2006 alone.  Sales of approximately $250 million for 2007 year –to-date.  A solid track record of sales of all types of student housing including: By-The- Bed, Dormitory, Mid-Rise, Hi-Rise, and Garden-Style communities.  Affordable Housing ARA’s National Affordable Housing Group provides advisory and brokerage services to owners of properties financed using Low Income Housing Tax Credits (LIHTC) as well as other affordable housing programs Was launched March 31 st , 2008, and will be based in Houston, Texas with satellite offices in New Orleans, LA and Atlanta, GA
2. Apartment Realty Advisors Member Firms
2. Apartment Realty Advisors Client List Representative Transactions Featured Listings/ Available Properties
2. Apartment Realty Advisors ARA Main Contact Northeast -  New England Region 15 Third Avenue Burlington, MA 01803 Tel: 781-272-4046 Fax. 781-270-0359 [email_address] http://www.arausa.com/contact.cfm ARA National Seniors Housing Group National - Dallas 14114 Dallas Parkway Suite 520 Dallas, TX 75254  Tel: 972-934-3400 Fax: 972-239-4829  [email_address] Student Housing Central - Austin Arboretum Plaza 1 9442 Capital of TX Hwy North, Suite 750 Austin, TX 78759 Tel: 512-342-8100 Fax: 512-637-1740 [email_address] National Affordable Housing Cliff  McDaniel Apartment Realty Advisors Houston, TX 77057 1220 Augusta Drive, Suite 150 Phone: 713-599-1800 Fax: 713-599-1801 [email_address] Contact Information
2. Apartment Realty Advisors Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
3. Cushman & Wakefield Company Overview Cushman & Wakefield is the world's largest privately-held commercial real estate services firm. Founded in 1917 Involved in the largest, most complex assignments from New York to San Diego and in major business centers everywhere in between Has over 189 offices in 57 countries around the globe, and 11,000+ professionals Has Agency & Brokerage professionals in every market worldwide
3. Cushman & Wakefield Specialty Services Industrial  Industrial brokerage services include acquisition and disposition; lease and sale negotiations based on market knowledge and current trends; incentives negotiations; and build-to-suit analysis and planning Landlord Representation  Services include valuation, strategic planning, marketing and property positioning, property management, project management, and construction supervision Lease Advisory  Offices  Retail Services  Comprehensive services include risk management, site selection, logistics/distribution, demographic analysis, and acquisition and disposition services.  Supply Chain  Tenant Representation Apartment Services
3. Cushman & Wakefield Apartment Services The Apartment Brokerage Services division of Cushman & Wakefield is positioned in 16 offices nationwide and staffed by over 100 brokerage professionals In the past 3 years the group has closed $8.1 billion in apartment sales, totaling over 107,000 units in over 400 transactions Has on average +/- $5 billion in active listings Provide advisory and disposition services for all multi housing property types and transactions: single-asset regional portfolio and/or nationwide portfolio.
3. Cushman & Wakefield Apartment Services Property Listings Market Snapshots by Location Multi-Family Housing Market Overview
3. Cushman & Wakefield Client List
3. Cushman & Wakefield Contact Information General Agency & Brokerage Anthony Marano NY - World Headquarters  Cushman & Wakefield, Inc. 51 West 52nd Street New York , NY  10019-6178 (212)841-7630  Apartment Brokerage : Philadelphia Branch 1717 Arch Street  30th Floor Philadelphia, PA 19103 Phone: (215) 963-4000 Fax: (215) 568-2604 Joseph Verdejo Senior Director (215) 963-4029 [email_address] Valerie Falco (215) 963-4098 valerie.falco@cushwake.com
3. Cushman & Wakefield Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
4. Eastdil Secured Company Overview Established in 1967, Eastdil Secured is the real estate investment banking company that providing commercial real estate brokerage and financing for institutional and private investors Completed over $90 billion in property sales, financings, equity raises, mortgage sales and recapitalizations in 2006 Parent company Wells Fargo, which acquired the company in 1999, bought commercial real estate brokerage Secured Capital in 2006 and merged it with Eastdil Realty
4. Eastdil Secured Specialty Services Investment property sales Institutional property financings Mortgage loan sales Related corporate finance services Private equity raises Investment banking transactions Office properties Retail properties Multifamily real estate Hotels and resorts Industrial properties Arranges real estate and mortgage loan transactions between buyers and sellers Raises capital from third parties for real estate purchases
4. Eastdil Secured Specialty Services Office locations
4. Eastdil Secured Contact Information Main Office 40 W. 57th St. 22nd Fl. New York, NY 10019-4001 United States Phone: 212-315-7200 Fax: 212-315-3602
4. Eastdil Secured Industry Links National Multi-Housing Council Member * www.nmhc.org
5. Marcus & Millichap Company Overview Established in 1971, Marcus & Millichap is one of the largest commercial real estate brokers in the US, the firm focuses on investment brokerage and provides financing, research, and advisory services to both buyers and sellers It is organized into groups by property type, including shopping centers, office and industrial buildings, apartments, hotels and motels, manufactured-home communities, self-storage, senior housing, net-leased properties, and land Has affiliates devoted to financing, residential and commercial development, and venture capital
5. Marcus & Millichap Company Overview Marcus & Millichap Real Estate Investment Services Inc. is one of nine companies founded and operated by Marcus & Millichap Companies (MMC): Hanover Financial  Highland Development Company  Marcus & Millichap Venture Partners  Meridian Property Company  Pacific Property Company  Sovereign Investment Company  SummerHill Homes  Urban Housing Group
5. Marcus & Millichap Specialty Services Client Services Investment Sales Financing Research Advisory Services Property Types Shopping centers Office & industrial buildings Apartments Multi-family Hotels & motels Manufactured-home communities Self-storage Senior housing Net-leased properties Land
5. Marcus & Millichap Client List National Property Listing Detailed list of all properties available Email Address: christina.elsenhans@villanova.edu PW: cheer555
5. Marcus & Millichap Contact Information Main Headquarters 16830 Ventura Boulevard Suite 352 Encino, CA 91436 United States Phone: 818-907-0600 Fax: 818-501-8230
5. Marcus & Millichap Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
6. Holliday Fenoglio Fowler Company Overview Holliday Fenoglio Fowler (HFF) is one of the nation's largest companies providing capital markets services related to commercial real estate. HFF helps clients find lenders for their commercial mortgage needs, select joint venture capital partners, and find buyers for their commercial properties Annually, HFF advises on more than $43 billion of completed commercial real estate transactions. HFF went public in 2007 HFF plans to grow by opening additional offices in key US markets; it is also eyeing operations in foreign markets Affiliate HFF Securities A Los Angeles-based investment banking firm that offers advisory services, including real estate, financial, valuation, legal, and tax expertise. It also provides private equity fundraising and institutional marketing services for public and private real estate companies
6. Holliday Fenoglio Fowler Services Capital Market: Debt placement Investment sales Commercial loan servicing Investment Sales: Single-asset and portfolio capabilities Multifamily , retail, office, industrial and hotel sales  Establishing pricing records  Investment sales divisions located throughout the country  Expansive database of buyers Currently 87 properties on the market Currently 239 closed properties
6. Holliday Fenoglio Fowler Client List Multi-family Currently 4 properties offered (see below) Currently 70 closed properties
6. Holliday Fenoglio Fowler Contact Information Local Branch New Jersey Office 200 Park Avenue - Map Suite 110 Florham Park, NJ 07932  Producers In New Jersey Tom Didio  Senior Managing Director t (973) 549-2008 f (973) 549-2060 [email_address] Jon Mikula Senior Managing Director t (973) 549-2006 f (973) 549-2060 [email_address] Tony Cuccia Senior Managing Director t (973) 549-2009 f (973) 549-2060 [email_address] Jim Cadranell Managing Director t (973) 549-2007 f (973) 549-2060 [email_address] John Taylor Director t (973) 549-2000 f (973) 549-2060 jtaylor@hfflp.com
6. Holliday Fenoglio Fowler Industry Links Is  not  a NMHC member Member of the National Association of Home Builders (NAHB) *
7. Hendricks & Partners Company Overview Hendricks & Partners leads the multifamily industry with the nation’s largest private capital network of advisors and systems & as the nation’s largest apartment sales and research firm Hendricks & Partners offers enhanced client services at every level for every transaction size Provide a full-service  multifamily platform
7. Hendricks & Partners Multi-Family Hendricks & Partners' experienced advisors, along with their professional in-house divisional support teams, offer a multitude of tailored multifamily advisory investment services: Asset Disposition & Acquisition  Project Feasibility Analysis  Market & Econometric Forecasting  Capital Markets Services  Portfolio & Property Valuation  Equity and Joint Ventures  Cash Flow Analysis  Multi-Channel Marketing The firm's people, resources, and expertise are concentrated 100% on the multifamily market sector
7. Hendricks & Partners Multi-Family: Services National Central Database The only true centralized database in the multifamily industry. Every Hendricks & Partners advisor and staff member across the nation accesses a single web-based system to update, research, and add contact and property-specific details 24/7 on Demand Marketing Center Proprietary listing, organization, and reporting tool that provides clients with critical, real-time information concerning the status of their listings
7. Hendricks & Partners Client List All Properties
7. Hendricks & Partners Contact Information For an advisor in the Pennsylvania area call: 1.888.872.2787 Main Headquarters 2525 E Camelback Rd Phoenix, AZ 85016-4219 United States Phone: 602-955-1122
7. Hendricks & Partners Industry Links National Multi-Housing Council Member * www.nmhc.org
8. Arroyo & Coates Company Overview Founded ion 1988, Arroyo & Coates is a full-Service commercial real estate brokerage that provides specialized services such as property acquisition and financing, for corporate and private investors Arroyo & Coates operates three distinct groups: Apartment Investment Group Retail Investment Group Arroyo & Coates Financial Group
8. Arroyo & Coates Specialty Services Services are offered in the following areas: Apartment Investment Group   Retail Investment Group Specialize in selling retail, office and industrial properties nationwide Arroyo & Coates Financial Group New construction loans  Bridge loans  Acquisition loans  Debt and equity financing  Tax-exempt financing  Joint ventures  Permanent and interim financing
8. Arroyo & Coates Acacia Capital Corp. Archstone Communities  Avalon Bay Communities  Bayrock Residential  Balcor Companies  Berberian Trust Properties  BRE Properties  Carmel Companies  Charlesbank Capital  Colony Advisors  Eagle Real Estate Group  Equity Residential Property Trust Essex Property Trust  Fairfield Residential Pacific Eagle Holdings  Prime Property Capital  Property Reserve, Inc.  Randall Realty Corp. Redevelopment Associates  Riverbank America  Romel Enterprises  RREEF  Sand Hill Property Company Sares Regis  Sentinel Realty Advisors  SNK/Realty, Inc.  SSR Realty  Stonesfair Financial Corp.  Sumitomo Bank The ADCO Group  The Laramar Group  The Pacific Bank  TIAA  The Laramur Group  Transworld Properties, Inc.  UBS Brison Realty Advisors  Watt Property Management  Washington Mutual Bank  Wells Fargo Bank  Western Financial Savings Bank  Woodmont Companies Client List: Apartment Investment Group First Nationwide Bank Friedkin-Becker Realty Corporation  FSC Realty  G.E. Capital Corp.  Heitman/JMB Advisory  Host Marriott, Inc.  Hudson Advisors  Interland  Invesco Advisors JPI Residential  JWM Family Enterprises  Kaufman & Broad  Kor Realty  Lend Lease  Marriott International  M.H. Podell & Company
8. Arroyo & Coates Contact Information Main Headquarters Arroyo & Coates, Inc. 500 Washington Street Suite 700 San Francisco, CA 94111 Tel: (415) 445-7800 Fax: (415) 392-3040 Email:  [email_address] Personal Listings
8. Arroyo & Coates Industry Links National Multi-Housing Council Member * www.nmhc.org
9. Moran & Co. Company Overview Moran & Company is a boutique brokerage firm that specializes in the sale of institutional quality apartment communities Was established in 1971 as an apartment investment firm, and now focuses mainly on this single asset class
9. Moran & Co. Client List Current Listings
9. Moran & Co. Contact Information Mid-Atlantic Richard Lundregan rlundregan@moranandco.com  3 Bethesda Metro Center, Suite 700 Bethesda, MD 20814 301-664-8431 phone 301-664-8435 fax
9. Moran & Co. Industry Links National Multi-Housing Council Member * www.nmhc.org
10. DTZ Rockwood Company Overview DTZ Rockwood is a full service real estate investment banking firm They provide a broad range of research-driven real estate investment banking services to institutional and private investor clients on a national and global basis The firm also provides the full range of its services regarding real estate assets and operating entities located in Mexico through its  wholly owned subsidiary , DTZ Rockwood Asociados. Over the past three years, DTZ Rockwood executed real estate investment banking assignments involving approximately $20 billion of real estate assets
10. DTZ Rockwood Company Overview The DTZ Rockwood Research Department produces reports that focus on: Metro Economic Analysis Metro and Submarket Real Estate Leasing Market Analysis “ Critical Questions” Forecast Review Real Estate Capital Markets Analysis
10. DTZ Rockwood Specialty Services Investment Sales: Property Types Office Retail Multi-Family:  Properties Portfolio Dispositions Debt and Equity Finance Corporate Real Estate Services Advisory Services Investment Services Disposition Asset Management Strategic Asset Management Debt Asset Management Development Services Acquisition Services Due Diligence Services DTZ Rockwood Asociados Hospitality Group
10. DTZ Rockwood Client List
10. DTZ Rockwood Client List
10. DTZ Rockwood Contact Information Local Headquarters New York Office 555 Fifth Avenue Fifth Floor New York, New York 10017 Tel. (212) 286-5800 Fax (212) 286-5555
10. DTZ Rockwood Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
11. Transwestern Commercial Company Overview Founded in 1978, Transwestern provides an array of commercial real estate services. The company has offices in some 25 cities throughout the US and oversees a portfolio of about 750 office, health care, retail, and industrial properties (more than 115 million sq. ft. of space) Is a privately held, national commercial real estate firm focused on creating value for our clients in each local market The firm has expanded its presence throughout the US, opening a Miami office in 2004 and growing its numbers in the western and Midwestern regions
11. Transwestern Commercial Specialty Services Development Tenant Advisory Investment Services Group Property types include: Office, industrial, retail,  multi-family , hospitality, & healthcare Agency Leasing Property & Facility Management Research Specialty Practices
11. Transwestern Commercial Client List Sales Teams Mid-Atlantic: Washington, DC  Suburban Maryland  Baltimore Metro  Philadelphia Metro  Northern Virginia  Southern Virginia/Raleigh
11. Transwestern Commercial Client List Properties for lease Properties for Sale All Multi-Family
11. Transwestern Commercial Contact Information Philadelphia Office 1700 Market Street Suite LL06 Philadelphia, PA 19103 Jeff Bastow, Managing Director 215.246.2258 (Direct) 215.255.5425 (Mobile) [email_address] Baltimore Office 6700 Alexander Bell Suite 350 Columbia, MD 21046 Robin Williams, Managing Director 443.285.7669 (Direct) 301.922.8731 (Mobile) robin.williams@transwestern.net
11. Transwestern Commercial Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
12. Engler Financial Company Overview Engler Financial Group (EFG) is a boutique investment advisory and brokerage firm specializing exclusively in the multifamily sector of the market Have participated in multifamily sales in excess of $4.5 billion dollars on behalf of such notable firms as Prudential, Heitman Capital Management, Morgan Stanley Real Estate, Blackrock, Inc., Travelers Insurance, The Related Group of Florida, Fairfield Residential, The Hanover Company, Trammell Crow Residential, JPI and Equity Residential Properties Trust among others, in the past ten years
12. Engler Financial Client List Available Properties Recent Closings
12. Engler Financial Contact Information Engler Financial Group, LLC 1000 Windward Concourse Suite 110 Alpharetta, GA 30005 678-992-2000 678-992-2001 - Fax Greg Engler President 404-384-3900 - Mobile [email_address] Pat Jones Senior Vice President 404-664-9680 - Mobile [email_address] Kris K. Mikkelsen Senior Associate 404-964-4666 - Mobile [email_address]
12. Engler Financial Industry Links National Multi-Housing Council Member * www.nmhc.org
13. Colliers International Company Overview Colliers International is a global affiliation of leading real estate firms and was recently named the third most well known real estate brand by the Lipsey Company, and is ranked in the top three firms for brokerage and property management services by Commercial Property News and National Real Estate Investor Present in 57 countries on 6 continents Colliers offers the entrepreneurial creativity of the best local firms, combined with the geographic reach and accountability of the strongest international companies.   As a collaboration of independently owned companies, every firm that is a Colliers partner is one of the top three independently owned firms in its market Have nearly 100 locations and over 4,400 professionals providing service
13. Colliers International Company Overview Colliers Research Services Group is recognized as a knowledge leader in the commercial real estate industry, and provides clients with valuable market intelligence to support business decisions Provide multi-level support across all property types, ranging from data collection to comprehensive market analysis The Colliers Research Group provides the following services: Market Research  Demographic Studies  Geographic Information Systems  Forecasting  Financial Modeling  Location and Site Analysis  Consulting Services
13. Colliers International Specialty Services Brokerage  Corporate services  Real estate investment banking and capital markets services  Property management  Development Colliers services a wide range of property types: Office Industrial Retail Multi-family Hotel
13. Colliers International Market Locations Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Hawaii Idaho Illinois Indiana Kentucky Maryland Michigan Minnesota Missouri Nevada New Jersey New York North Carolina Ohio Cincinnati Oregon Pennsylvania South Carolina Tennessee Texas Washington Wisconsin
13. Colliers International Client List Philadelphia Property Management: Agere American Law Institute Elman Investors, Inc. First Capital Realty Hertzfeld Camden Venture HWR Corporation LaSalle Investment Management Legg Mason Northwest Mutual Life Procter & Gamble Regency Realty Corporation Smith Group Watson Pharmaceutical
13. Colliers International Contact Information Philadelphia, PA Firm Headquarters 399 Market Street Philadelphia, PA 19106 Tel: 215-925-4600 Fax: 215-925-1040 Wilmington, DE 300 Delaware Avenue Suite 1018 Wilmington, DE 19801 Tel: 302-425-4000 Fax: 302-425-4700
13. Colliers International Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
14. Sperry Van Ness Company Overview Founded in 1987, Sperry Van Ness is one of the nation’s largest commercial real estate investment brokerage firms Co-brokerage approach- Advisors put the client’s interests first by aggressively marketing to and cooperating with all brokers The only brokerage firm that markets all properties on a national basis to a 100,000-strong brokerage and investment community Includes primary, secondary and tertiary markets Offer traditional and exclusive programs to market to internal advisors, outside brokerage firms, independent brokers, and investors. These programs are broken down into three categories: Broker Marketing Program Investor Marketing Program Internal Marketing Program
14. Sperry Van Ness Specialty Services Multifamily   Retail  Office  Industrial  Land  Auctions Hospitality  Self Storage  Leasing
14. Sperry Van Ness Multi-Family One of the nation's top performing investment real estate firms in multifamily Handles senior housing, garden apartment or student housing as well as single building or multi-property portfolios and development opportunities
14. Sperry Van Ness Client List Active Listings Recent Closings
14. Sperry Van Ness Contact Information Sperry Van Ness Corporate Office 18881 Von Karman, Suite 800  Irvine, CA 92612  (949) 250-4100  (949) 251-9200 (fax)  National Director: Multifamily David L. Baird Senior Vice President (702) 765-6005 [email_address]
14. Sperry Van Ness Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) * Ranked by  Inc. magazine  in 2007 as one of the fastest-growing commercial real estate brokerage firms of the 5000 Fastest Growing Private companies in America Ranked 15th in among commercial real estate brokerage firms by  2007 Real Estate Forum survey Named one of the Top 10 Most Innovative Brokerage Firms in North America by  Realcomm  for the company’s creation of an Internet-based integrated marketing system designed to improve the marketing process
15. Massey Knakal Company Overview Massey Knakal only does commercial sales mainly within the state of New York The company's resources are not diverted into other real estate activity such as leasing or property management A full service property sales company specializing in the sale of investment and user properties and concentrating exclusively on helping Landlords attain their goal of finding the best buyer or tenant for their property In the 19 years the firm has been in existence, over 3,000 transactions have been closed with a value of over $9 billion Uses a Territory System(TM) operating concept Only one broker works in a territory
15. Massey Knakal Client List Full Client List Recent Property Sales Owner & User Client List Partners Robert A. Knakal Paul J. Massey Jr. John F. Ciraulo James P. Nelson Thomas A. Donovan Brian T. Leary Christy Moyle Marco Lala Shimon Shkury
15. Massey Knakal Contacts Massey Knakal Realty Services 275 Madison Avenue, 3rd Floor New York, NY 10016 Tel: (212) 696-2500 Fax: (212) 696-0333 All Offices
15. Massey Knakal Industry Links Is  not  a NMHC member Member of the National Association of Home Builders (NAHB) * In 2007, Massey Knakal was ranked #1 by  Co-Star  for the 5th year in a row as the top building sales firm in New York City News & Trends
Appendix A Below is a list of internet sites that offer research for multifamily properties www.nmhc.org  - National Multi-Housing Counsel www.mpfresearch.com  - MPF Research www.carolinasrealdata.com  Carolinas Real Data - Offer research in Florida and the Carolinas www.realcapitalanalytics.com  - Real Capital Analytics www.claritas.com  - Demographics Data www.costar.com  - Costar Research www.rcm1.com  - Real Capital Markets www.bls.gov  - Bureau of Labor and Statistics www.census.gov  - US Census Bureau

Top Multi-Family Brokers Presentation

  • 1.
    Analysis of Top15 Brokers of Multi-Family Properties 2006
  • 2.
    15 Top MFBrokers in 2006 CB Richard Ellis Apartment Realty Advisors Cushman & Wakefield Eastdil Secured Marcus & Millichap Holliday Fenoglio Fowler Hendricks & Partners Arroyo & Coates Moran & Co. DTZ Rockwood Transwestern Commercial Engler Financial Colliers International Sperry Van Ness Massey Knakal
  • 3.
    Methodology Company OverviewSpecialty Services Multi-Family Information Subsidiaries Shipping Distribution Fabricator How they purchase services Client List Contact Information Industry Links * Represents a connection to MF Builders & Property Managers research 7. Competitors ?
  • 4.
    1. CB RichardEllis Company Overview CB Richard Ellis provides a complete range of commercial real estate brokerage services for tenants and property owners in the office, industrial, land and retail sectors Property Acquisition Potential buyers are retaining their professionals to facilitate these transactions. The primary objective is to represent well-capitalized entities that are seeking debt and equity investment opportunities to gain optimal financial results. Solid financial analyses and valuation benchmarking are utilized for substantiating the value of a property Property Leasing CB Richard Ellis works with building owners, investors and property managers to develop leasing strategies that enhance property value
  • 5.
    1. CB RichardEllis Specialty Services Investment Properties Office Properties Industrial Properties Retail Properties Land High Technology Facilities Group Tenant Advisory Services Corporate Services Global Logistics Group Multi-Housing Group Hotel/Leisure Special Properties Group
  • 6.
    1. CB RichardEllis Multi-Housing CBRE’s Multi-Housing Group offers multifamily owners and investors the industry's best real estate advisory services.  The group’s national network of 300 professionals is dedicated solely to the multi-housing sector in every major United States market Over $17 Billion in Multi-Housing Sales in 2007 Over $8.3 Billion in Multi-Housing Financing in 2007 National network of 300 Multi-Housing professionals in every US market “ Top US Apartment Broker” by Real Capital Analytics The Multi-Housing Group offers: Investment Properties Multi-Housing Institutional Group Private Client Group Student Housing Senior Housing HUD/Affordable Housing National Tax Credit Advisory Group Manufactured Housing Group Debt and Equity Finance Fannie Mae Freddie Mac FHA Loan Sale Advisory GEMSA Loan Servicing
  • 7.
    1. CB RichardEllis HUD/Affordable Housing Group of CB Richard Ellis Brokers to: Owners and buyers of HUD-regulated or FHA-insured properties Owners and buyers of Section 8 properties Owners and buyers of Section 42 LIHTC properties Owners and buyers of Rural Housing properties Property managers Entities undertaking portfolio restructuring Portfolio investors and managers Participating third parties Services Market Sales Mortgage Brokerage Prepayment Advisory Services Portfolio Restructuring & Recapitalization
  • 8.
    1. CB RichardEllis A.G. Edwards AIMCO Alco Properties American Community Developers Amerisouth Acquisitions B.A.I. Development Corp. Bachtel Property Management Baltic Properties, Inc Bay West Investment Company Bensalem Associates Big League Management Boisclair Corp Boise Housing Corp. Brumfield Properties Federal Deposit Insurance Corporation (FDIC) Feit Management Kauri Investments Keen Consultants Lehman Brothers Marlbrook Investors Metro West Heritage Housing National Church Residences National Housing Partners PD Investments, Inc. Presidential West Salvation Army Southport Financial Services United States Department of Justice Volunteers of America HUD/Affordable Housing Group Partial Client List
  • 9.
    1. CB RichardEllis Multi Housing Peter Donovan Senior Managing Director Multi-Housing Capital Markets T 617.488.7235 peter.donovan@cbre.com Ron Halpern Managing Director Multi-Housing Capital Markets T 617.488.7236 [email_address] Email Address: [email_address] HUD/Affordable Housing James T. Lampman Senior Vice President and Associate Director T 206 292 6187 [email_address]   Ted Cassel Sales Assistant T 206 292 6041 [email_address]   Roxanne S. Yeo Senior Financial Analyst/ Administrative Manager T 206 292 6126 [email_address] Contact Information
  • 10.
    1. CB RichardEllis Industry Links National Multi-Housing Council Member * www.nmhc.org Florida Licensed Real Estate Salesperson Florida Licensed Mortgage Broker Member of the National Association of Home Builders (NAHB) * CCIM Candidate Urban Land Institute www.uli.org National Association of Real Estate Investment Trusts www.nareit.org Torto Wheaton Research www.twr.com
  • 11.
    2. Apartment RealtyAdvisors Company Overview Apartment Realty Advisors (ARA) was created in 1986 by congress to spur investment to finance construction and rehabilitation of housing for low income renters. The group is headed by ARA’s Cliff McDaniel and Dave Fournier They are the largest privately held, full-service investment advisory brokerage firm in the nation that focuses exclusively on the multi-housing industry Record-breaking sales volumes for three consecutive years The industry’s highest per-broker annual average sales volume of $102 million among ARA’s 65 brokerage professionals Over $7.7 billion in real estate transactions in 2007 DataLink database: a proprietary database of active buyers around the globe. Currently has more than 11,000 registered buyers PropertyLink database: has the industry’s most comprehensive database of multi-housing investment opportunities
  • 12.
    2. Apartment RealtyAdvisors Specialty Services Senior Housing ARA's core multi-family brokerage coupled with Integra's seniors housing appraisal business to form the ARA National Seniors Housing Group Underwritten more than 2,000 seniors housing assets with aggregate value of more than $20 billion Combined 70+ years in brokerage experience Provided a total client-focused vision to ensure the highest possible outcomes Brokered by the Principals in excess of $2.5 billion including $250 million of seniors housing
  • 13.
    2. Apartment RealtyAdvisors Specialty Services Student Housing Sales of over $1 billion of student housing nationally since 2005 Sales of over $150 million of student housing in 2006 alone. Sales of approximately $250 million for 2007 year –to-date. A solid track record of sales of all types of student housing including: By-The- Bed, Dormitory, Mid-Rise, Hi-Rise, and Garden-Style communities. Affordable Housing ARA’s National Affordable Housing Group provides advisory and brokerage services to owners of properties financed using Low Income Housing Tax Credits (LIHTC) as well as other affordable housing programs Was launched March 31 st , 2008, and will be based in Houston, Texas with satellite offices in New Orleans, LA and Atlanta, GA
  • 14.
    2. Apartment RealtyAdvisors Member Firms
  • 15.
    2. Apartment RealtyAdvisors Client List Representative Transactions Featured Listings/ Available Properties
  • 16.
    2. Apartment RealtyAdvisors ARA Main Contact Northeast - New England Region 15 Third Avenue Burlington, MA 01803 Tel: 781-272-4046 Fax. 781-270-0359 [email_address] http://www.arausa.com/contact.cfm ARA National Seniors Housing Group National - Dallas 14114 Dallas Parkway Suite 520 Dallas, TX 75254 Tel: 972-934-3400 Fax: 972-239-4829 [email_address] Student Housing Central - Austin Arboretum Plaza 1 9442 Capital of TX Hwy North, Suite 750 Austin, TX 78759 Tel: 512-342-8100 Fax: 512-637-1740 [email_address] National Affordable Housing Cliff McDaniel Apartment Realty Advisors Houston, TX 77057 1220 Augusta Drive, Suite 150 Phone: 713-599-1800 Fax: 713-599-1801 [email_address] Contact Information
  • 17.
    2. Apartment RealtyAdvisors Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 18.
    3. Cushman &Wakefield Company Overview Cushman & Wakefield is the world's largest privately-held commercial real estate services firm. Founded in 1917 Involved in the largest, most complex assignments from New York to San Diego and in major business centers everywhere in between Has over 189 offices in 57 countries around the globe, and 11,000+ professionals Has Agency & Brokerage professionals in every market worldwide
  • 19.
    3. Cushman &Wakefield Specialty Services Industrial Industrial brokerage services include acquisition and disposition; lease and sale negotiations based on market knowledge and current trends; incentives negotiations; and build-to-suit analysis and planning Landlord Representation Services include valuation, strategic planning, marketing and property positioning, property management, project management, and construction supervision Lease Advisory Offices Retail Services Comprehensive services include risk management, site selection, logistics/distribution, demographic analysis, and acquisition and disposition services. Supply Chain Tenant Representation Apartment Services
  • 20.
    3. Cushman &Wakefield Apartment Services The Apartment Brokerage Services division of Cushman & Wakefield is positioned in 16 offices nationwide and staffed by over 100 brokerage professionals In the past 3 years the group has closed $8.1 billion in apartment sales, totaling over 107,000 units in over 400 transactions Has on average +/- $5 billion in active listings Provide advisory and disposition services for all multi housing property types and transactions: single-asset regional portfolio and/or nationwide portfolio.
  • 21.
    3. Cushman &Wakefield Apartment Services Property Listings Market Snapshots by Location Multi-Family Housing Market Overview
  • 22.
    3. Cushman &Wakefield Client List
  • 23.
    3. Cushman &Wakefield Contact Information General Agency & Brokerage Anthony Marano NY - World Headquarters Cushman & Wakefield, Inc. 51 West 52nd Street New York , NY 10019-6178 (212)841-7630 Apartment Brokerage : Philadelphia Branch 1717 Arch Street 30th Floor Philadelphia, PA 19103 Phone: (215) 963-4000 Fax: (215) 568-2604 Joseph Verdejo Senior Director (215) 963-4029 [email_address] Valerie Falco (215) 963-4098 valerie.falco@cushwake.com
  • 24.
    3. Cushman &Wakefield Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 25.
    4. Eastdil SecuredCompany Overview Established in 1967, Eastdil Secured is the real estate investment banking company that providing commercial real estate brokerage and financing for institutional and private investors Completed over $90 billion in property sales, financings, equity raises, mortgage sales and recapitalizations in 2006 Parent company Wells Fargo, which acquired the company in 1999, bought commercial real estate brokerage Secured Capital in 2006 and merged it with Eastdil Realty
  • 26.
    4. Eastdil SecuredSpecialty Services Investment property sales Institutional property financings Mortgage loan sales Related corporate finance services Private equity raises Investment banking transactions Office properties Retail properties Multifamily real estate Hotels and resorts Industrial properties Arranges real estate and mortgage loan transactions between buyers and sellers Raises capital from third parties for real estate purchases
  • 27.
    4. Eastdil SecuredSpecialty Services Office locations
  • 28.
    4. Eastdil SecuredContact Information Main Office 40 W. 57th St. 22nd Fl. New York, NY 10019-4001 United States Phone: 212-315-7200 Fax: 212-315-3602
  • 29.
    4. Eastdil SecuredIndustry Links National Multi-Housing Council Member * www.nmhc.org
  • 30.
    5. Marcus &Millichap Company Overview Established in 1971, Marcus & Millichap is one of the largest commercial real estate brokers in the US, the firm focuses on investment brokerage and provides financing, research, and advisory services to both buyers and sellers It is organized into groups by property type, including shopping centers, office and industrial buildings, apartments, hotels and motels, manufactured-home communities, self-storage, senior housing, net-leased properties, and land Has affiliates devoted to financing, residential and commercial development, and venture capital
  • 31.
    5. Marcus &Millichap Company Overview Marcus & Millichap Real Estate Investment Services Inc. is one of nine companies founded and operated by Marcus & Millichap Companies (MMC): Hanover Financial Highland Development Company Marcus & Millichap Venture Partners Meridian Property Company Pacific Property Company Sovereign Investment Company SummerHill Homes Urban Housing Group
  • 32.
    5. Marcus &Millichap Specialty Services Client Services Investment Sales Financing Research Advisory Services Property Types Shopping centers Office & industrial buildings Apartments Multi-family Hotels & motels Manufactured-home communities Self-storage Senior housing Net-leased properties Land
  • 33.
    5. Marcus &Millichap Client List National Property Listing Detailed list of all properties available Email Address: christina.elsenhans@villanova.edu PW: cheer555
  • 34.
    5. Marcus &Millichap Contact Information Main Headquarters 16830 Ventura Boulevard Suite 352 Encino, CA 91436 United States Phone: 818-907-0600 Fax: 818-501-8230
  • 35.
    5. Marcus &Millichap Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 36.
    6. Holliday FenoglioFowler Company Overview Holliday Fenoglio Fowler (HFF) is one of the nation's largest companies providing capital markets services related to commercial real estate. HFF helps clients find lenders for their commercial mortgage needs, select joint venture capital partners, and find buyers for their commercial properties Annually, HFF advises on more than $43 billion of completed commercial real estate transactions. HFF went public in 2007 HFF plans to grow by opening additional offices in key US markets; it is also eyeing operations in foreign markets Affiliate HFF Securities A Los Angeles-based investment banking firm that offers advisory services, including real estate, financial, valuation, legal, and tax expertise. It also provides private equity fundraising and institutional marketing services for public and private real estate companies
  • 37.
    6. Holliday FenoglioFowler Services Capital Market: Debt placement Investment sales Commercial loan servicing Investment Sales: Single-asset and portfolio capabilities Multifamily , retail, office, industrial and hotel sales Establishing pricing records Investment sales divisions located throughout the country Expansive database of buyers Currently 87 properties on the market Currently 239 closed properties
  • 38.
    6. Holliday FenoglioFowler Client List Multi-family Currently 4 properties offered (see below) Currently 70 closed properties
  • 39.
    6. Holliday FenoglioFowler Contact Information Local Branch New Jersey Office 200 Park Avenue - Map Suite 110 Florham Park, NJ 07932 Producers In New Jersey Tom Didio Senior Managing Director t (973) 549-2008 f (973) 549-2060 [email_address] Jon Mikula Senior Managing Director t (973) 549-2006 f (973) 549-2060 [email_address] Tony Cuccia Senior Managing Director t (973) 549-2009 f (973) 549-2060 [email_address] Jim Cadranell Managing Director t (973) 549-2007 f (973) 549-2060 [email_address] John Taylor Director t (973) 549-2000 f (973) 549-2060 jtaylor@hfflp.com
  • 40.
    6. Holliday FenoglioFowler Industry Links Is not a NMHC member Member of the National Association of Home Builders (NAHB) *
  • 41.
    7. Hendricks &Partners Company Overview Hendricks & Partners leads the multifamily industry with the nation’s largest private capital network of advisors and systems & as the nation’s largest apartment sales and research firm Hendricks & Partners offers enhanced client services at every level for every transaction size Provide a full-service multifamily platform
  • 42.
    7. Hendricks &Partners Multi-Family Hendricks & Partners' experienced advisors, along with their professional in-house divisional support teams, offer a multitude of tailored multifamily advisory investment services: Asset Disposition & Acquisition Project Feasibility Analysis Market & Econometric Forecasting Capital Markets Services Portfolio & Property Valuation Equity and Joint Ventures Cash Flow Analysis Multi-Channel Marketing The firm's people, resources, and expertise are concentrated 100% on the multifamily market sector
  • 43.
    7. Hendricks &Partners Multi-Family: Services National Central Database The only true centralized database in the multifamily industry. Every Hendricks & Partners advisor and staff member across the nation accesses a single web-based system to update, research, and add contact and property-specific details 24/7 on Demand Marketing Center Proprietary listing, organization, and reporting tool that provides clients with critical, real-time information concerning the status of their listings
  • 44.
    7. Hendricks &Partners Client List All Properties
  • 45.
    7. Hendricks &Partners Contact Information For an advisor in the Pennsylvania area call: 1.888.872.2787 Main Headquarters 2525 E Camelback Rd Phoenix, AZ 85016-4219 United States Phone: 602-955-1122
  • 46.
    7. Hendricks &Partners Industry Links National Multi-Housing Council Member * www.nmhc.org
  • 47.
    8. Arroyo &Coates Company Overview Founded ion 1988, Arroyo & Coates is a full-Service commercial real estate brokerage that provides specialized services such as property acquisition and financing, for corporate and private investors Arroyo & Coates operates three distinct groups: Apartment Investment Group Retail Investment Group Arroyo & Coates Financial Group
  • 48.
    8. Arroyo &Coates Specialty Services Services are offered in the following areas: Apartment Investment Group Retail Investment Group Specialize in selling retail, office and industrial properties nationwide Arroyo & Coates Financial Group New construction loans Bridge loans Acquisition loans Debt and equity financing Tax-exempt financing Joint ventures Permanent and interim financing
  • 49.
    8. Arroyo &Coates Acacia Capital Corp. Archstone Communities Avalon Bay Communities Bayrock Residential Balcor Companies Berberian Trust Properties BRE Properties Carmel Companies Charlesbank Capital Colony Advisors Eagle Real Estate Group Equity Residential Property Trust Essex Property Trust Fairfield Residential Pacific Eagle Holdings Prime Property Capital Property Reserve, Inc. Randall Realty Corp. Redevelopment Associates Riverbank America Romel Enterprises RREEF Sand Hill Property Company Sares Regis Sentinel Realty Advisors SNK/Realty, Inc. SSR Realty Stonesfair Financial Corp. Sumitomo Bank The ADCO Group The Laramar Group The Pacific Bank TIAA The Laramur Group Transworld Properties, Inc. UBS Brison Realty Advisors Watt Property Management Washington Mutual Bank Wells Fargo Bank Western Financial Savings Bank Woodmont Companies Client List: Apartment Investment Group First Nationwide Bank Friedkin-Becker Realty Corporation FSC Realty G.E. Capital Corp. Heitman/JMB Advisory Host Marriott, Inc. Hudson Advisors Interland Invesco Advisors JPI Residential JWM Family Enterprises Kaufman & Broad Kor Realty Lend Lease Marriott International M.H. Podell & Company
  • 50.
    8. Arroyo &Coates Contact Information Main Headquarters Arroyo & Coates, Inc. 500 Washington Street Suite 700 San Francisco, CA 94111 Tel: (415) 445-7800 Fax: (415) 392-3040 Email: [email_address] Personal Listings
  • 51.
    8. Arroyo &Coates Industry Links National Multi-Housing Council Member * www.nmhc.org
  • 52.
    9. Moran &Co. Company Overview Moran & Company is a boutique brokerage firm that specializes in the sale of institutional quality apartment communities Was established in 1971 as an apartment investment firm, and now focuses mainly on this single asset class
  • 53.
    9. Moran &Co. Client List Current Listings
  • 54.
    9. Moran &Co. Contact Information Mid-Atlantic Richard Lundregan rlundregan@moranandco.com 3 Bethesda Metro Center, Suite 700 Bethesda, MD 20814 301-664-8431 phone 301-664-8435 fax
  • 55.
    9. Moran &Co. Industry Links National Multi-Housing Council Member * www.nmhc.org
  • 56.
    10. DTZ RockwoodCompany Overview DTZ Rockwood is a full service real estate investment banking firm They provide a broad range of research-driven real estate investment banking services to institutional and private investor clients on a national and global basis The firm also provides the full range of its services regarding real estate assets and operating entities located in Mexico through its wholly owned subsidiary , DTZ Rockwood Asociados. Over the past three years, DTZ Rockwood executed real estate investment banking assignments involving approximately $20 billion of real estate assets
  • 57.
    10. DTZ RockwoodCompany Overview The DTZ Rockwood Research Department produces reports that focus on: Metro Economic Analysis Metro and Submarket Real Estate Leasing Market Analysis “ Critical Questions” Forecast Review Real Estate Capital Markets Analysis
  • 58.
    10. DTZ RockwoodSpecialty Services Investment Sales: Property Types Office Retail Multi-Family: Properties Portfolio Dispositions Debt and Equity Finance Corporate Real Estate Services Advisory Services Investment Services Disposition Asset Management Strategic Asset Management Debt Asset Management Development Services Acquisition Services Due Diligence Services DTZ Rockwood Asociados Hospitality Group
  • 59.
    10. DTZ RockwoodClient List
  • 60.
    10. DTZ RockwoodClient List
  • 61.
    10. DTZ RockwoodContact Information Local Headquarters New York Office 555 Fifth Avenue Fifth Floor New York, New York 10017 Tel. (212) 286-5800 Fax (212) 286-5555
  • 62.
    10. DTZ RockwoodIndustry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 63.
    11. Transwestern CommercialCompany Overview Founded in 1978, Transwestern provides an array of commercial real estate services. The company has offices in some 25 cities throughout the US and oversees a portfolio of about 750 office, health care, retail, and industrial properties (more than 115 million sq. ft. of space) Is a privately held, national commercial real estate firm focused on creating value for our clients in each local market The firm has expanded its presence throughout the US, opening a Miami office in 2004 and growing its numbers in the western and Midwestern regions
  • 64.
    11. Transwestern CommercialSpecialty Services Development Tenant Advisory Investment Services Group Property types include: Office, industrial, retail, multi-family , hospitality, & healthcare Agency Leasing Property & Facility Management Research Specialty Practices
  • 65.
    11. Transwestern CommercialClient List Sales Teams Mid-Atlantic: Washington, DC Suburban Maryland Baltimore Metro Philadelphia Metro Northern Virginia Southern Virginia/Raleigh
  • 66.
    11. Transwestern CommercialClient List Properties for lease Properties for Sale All Multi-Family
  • 67.
    11. Transwestern CommercialContact Information Philadelphia Office 1700 Market Street Suite LL06 Philadelphia, PA 19103 Jeff Bastow, Managing Director 215.246.2258 (Direct) 215.255.5425 (Mobile) [email_address] Baltimore Office 6700 Alexander Bell Suite 350 Columbia, MD 21046 Robin Williams, Managing Director 443.285.7669 (Direct) 301.922.8731 (Mobile) robin.williams@transwestern.net
  • 68.
    11. Transwestern CommercialIndustry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 69.
    12. Engler FinancialCompany Overview Engler Financial Group (EFG) is a boutique investment advisory and brokerage firm specializing exclusively in the multifamily sector of the market Have participated in multifamily sales in excess of $4.5 billion dollars on behalf of such notable firms as Prudential, Heitman Capital Management, Morgan Stanley Real Estate, Blackrock, Inc., Travelers Insurance, The Related Group of Florida, Fairfield Residential, The Hanover Company, Trammell Crow Residential, JPI and Equity Residential Properties Trust among others, in the past ten years
  • 70.
    12. Engler FinancialClient List Available Properties Recent Closings
  • 71.
    12. Engler FinancialContact Information Engler Financial Group, LLC 1000 Windward Concourse Suite 110 Alpharetta, GA 30005 678-992-2000 678-992-2001 - Fax Greg Engler President 404-384-3900 - Mobile [email_address] Pat Jones Senior Vice President 404-664-9680 - Mobile [email_address] Kris K. Mikkelsen Senior Associate 404-964-4666 - Mobile [email_address]
  • 72.
    12. Engler FinancialIndustry Links National Multi-Housing Council Member * www.nmhc.org
  • 73.
    13. Colliers InternationalCompany Overview Colliers International is a global affiliation of leading real estate firms and was recently named the third most well known real estate brand by the Lipsey Company, and is ranked in the top three firms for brokerage and property management services by Commercial Property News and National Real Estate Investor Present in 57 countries on 6 continents Colliers offers the entrepreneurial creativity of the best local firms, combined with the geographic reach and accountability of the strongest international companies.   As a collaboration of independently owned companies, every firm that is a Colliers partner is one of the top three independently owned firms in its market Have nearly 100 locations and over 4,400 professionals providing service
  • 74.
    13. Colliers InternationalCompany Overview Colliers Research Services Group is recognized as a knowledge leader in the commercial real estate industry, and provides clients with valuable market intelligence to support business decisions Provide multi-level support across all property types, ranging from data collection to comprehensive market analysis The Colliers Research Group provides the following services: Market Research Demographic Studies Geographic Information Systems Forecasting Financial Modeling Location and Site Analysis Consulting Services
  • 75.
    13. Colliers InternationalSpecialty Services Brokerage Corporate services Real estate investment banking and capital markets services Property management Development Colliers services a wide range of property types: Office Industrial Retail Multi-family Hotel
  • 76.
    13. Colliers InternationalMarket Locations Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Hawaii Idaho Illinois Indiana Kentucky Maryland Michigan Minnesota Missouri Nevada New Jersey New York North Carolina Ohio Cincinnati Oregon Pennsylvania South Carolina Tennessee Texas Washington Wisconsin
  • 77.
    13. Colliers InternationalClient List Philadelphia Property Management: Agere American Law Institute Elman Investors, Inc. First Capital Realty Hertzfeld Camden Venture HWR Corporation LaSalle Investment Management Legg Mason Northwest Mutual Life Procter & Gamble Regency Realty Corporation Smith Group Watson Pharmaceutical
  • 78.
    13. Colliers InternationalContact Information Philadelphia, PA Firm Headquarters 399 Market Street Philadelphia, PA 19106 Tel: 215-925-4600 Fax: 215-925-1040 Wilmington, DE 300 Delaware Avenue Suite 1018 Wilmington, DE 19801 Tel: 302-425-4000 Fax: 302-425-4700
  • 79.
    13. Colliers InternationalIndustry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) *
  • 80.
    14. Sperry VanNess Company Overview Founded in 1987, Sperry Van Ness is one of the nation’s largest commercial real estate investment brokerage firms Co-brokerage approach- Advisors put the client’s interests first by aggressively marketing to and cooperating with all brokers The only brokerage firm that markets all properties on a national basis to a 100,000-strong brokerage and investment community Includes primary, secondary and tertiary markets Offer traditional and exclusive programs to market to internal advisors, outside brokerage firms, independent brokers, and investors. These programs are broken down into three categories: Broker Marketing Program Investor Marketing Program Internal Marketing Program
  • 81.
    14. Sperry VanNess Specialty Services Multifamily Retail Office Industrial Land Auctions Hospitality Self Storage Leasing
  • 82.
    14. Sperry VanNess Multi-Family One of the nation's top performing investment real estate firms in multifamily Handles senior housing, garden apartment or student housing as well as single building or multi-property portfolios and development opportunities
  • 83.
    14. Sperry VanNess Client List Active Listings Recent Closings
  • 84.
    14. Sperry VanNess Contact Information Sperry Van Ness Corporate Office 18881 Von Karman, Suite 800 Irvine, CA 92612 (949) 250-4100 (949) 251-9200 (fax) National Director: Multifamily David L. Baird Senior Vice President (702) 765-6005 [email_address]
  • 85.
    14. Sperry VanNess Industry Links National Multi-Housing Council Member * www.nmhc.org Member of the National Association of Home Builders (NAHB) * Ranked by Inc. magazine in 2007 as one of the fastest-growing commercial real estate brokerage firms of the 5000 Fastest Growing Private companies in America Ranked 15th in among commercial real estate brokerage firms by 2007 Real Estate Forum survey Named one of the Top 10 Most Innovative Brokerage Firms in North America by Realcomm for the company’s creation of an Internet-based integrated marketing system designed to improve the marketing process
  • 86.
    15. Massey KnakalCompany Overview Massey Knakal only does commercial sales mainly within the state of New York The company's resources are not diverted into other real estate activity such as leasing or property management A full service property sales company specializing in the sale of investment and user properties and concentrating exclusively on helping Landlords attain their goal of finding the best buyer or tenant for their property In the 19 years the firm has been in existence, over 3,000 transactions have been closed with a value of over $9 billion Uses a Territory System(TM) operating concept Only one broker works in a territory
  • 87.
    15. Massey KnakalClient List Full Client List Recent Property Sales Owner & User Client List Partners Robert A. Knakal Paul J. Massey Jr. John F. Ciraulo James P. Nelson Thomas A. Donovan Brian T. Leary Christy Moyle Marco Lala Shimon Shkury
  • 88.
    15. Massey KnakalContacts Massey Knakal Realty Services 275 Madison Avenue, 3rd Floor New York, NY 10016 Tel: (212) 696-2500 Fax: (212) 696-0333 All Offices
  • 89.
    15. Massey KnakalIndustry Links Is not a NMHC member Member of the National Association of Home Builders (NAHB) * In 2007, Massey Knakal was ranked #1 by Co-Star for the 5th year in a row as the top building sales firm in New York City News & Trends
  • 90.
    Appendix A Belowis a list of internet sites that offer research for multifamily properties www.nmhc.org - National Multi-Housing Counsel www.mpfresearch.com - MPF Research www.carolinasrealdata.com Carolinas Real Data - Offer research in Florida and the Carolinas www.realcapitalanalytics.com - Real Capital Analytics www.claritas.com - Demographics Data www.costar.com - Costar Research www.rcm1.com - Real Capital Markets www.bls.gov - Bureau of Labor and Statistics www.census.gov - US Census Bureau

Editor's Notes

  • #2 Investment Real Estate Both commercial and residential investment real estate sectors are driven by similar, as well as differing fundamentals. Broader economic indicators, such as interest rates and employment numbers, will impact all segments, while more specific factors such as levels of international trade will have a more immediate impact on individual sectors.