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CORPORATE SERVICES

CORPORATE SERVICES - Coldwell Banker Commercial …cbcadvisors.com/wp-content/uploads/2014/09/Corporate-Services... · › Why Corporate Services › Cost › Technology ... CO Craig

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CORPORATE SERVICES

› Why Corporate Services

› Cost

› Technology

› Data

› Service

› Map of United States showing CBC SLC transactions

› Bios

a. Lew Cramer

b. Kent Kohlhase

c. Brent Haight

d. Patrick Lucero, Jr.

e. Toni Walker

› Transaction List

TABLE OF CONTENTS

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Corporate Services has evolved significantly over the past 10 years and is becoming a staple in the commercial real estate services industry. Most, if not all, of the Fortune 500 companies sign with a national real estate firm to help manage real estate assets. Here’s why.

CostThere is very little, if any, added cost to your company. The corporate service industry is paid as a portion of the local transaction, around 30% of the fee. If you need to sell or list a property then corporate services works with a local broker to make this happen and you pay the same market fee.

TechnologyMany real estate companies, particularly those in smaller markets, have not kept up with available technologies. CBC Corporate Services provides industry leading technology to corporate clients. Marketing and mapping materials from one source provides the client with a standard across varied markets. Some of the marketing we provide are site tour packages, demographics and drive time analysis.

DataLocal and national economic and real estate market data can be supplied by CBC Corporate Services. Other data includes comparable property data (sale or lease) and demographic data.

Why Corporate Services?

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ServiceColdwell Banker Commercial Corporate Services helps the client with the acquisition and disposition of sale or lease real estate transactions. One point of contact for all real estate issues.

Transaction Management:1. Select the most qualified broker/agent in the market for the asset type2. Help manage local broker – knows the nuances of commercial real estate brokers3. Provides research and market data on real estate requirements4. Consult with Client on position of asset5. Execute plan (sale, lease, consulting, etc.)

Portfolio Management:1. Valuation – Broker Opinion of Value2. Review and consult on title, boundary, property tax, easements, and other property issues3. Lease vs buy analysis4. Lease Abstracts5. Lease tracking

Property Reports:1. Order reports (property inspection, survey, phase one environmental, title report, etc.)2. 10% fee for the cost of the report

Corporate Services is not traditional brokerage services, its transaction and portfolio management. One point of contact for multiple real estate issues in multiple markets. It literally becomes a trusted part of your company, like an internal real estate department or an outsource partner to your company’s exhibiting real estate department. Corporate Services lets your company leverage the combined strength of the largest and most sophisticated commercial real estate brokerage company in the intermountain west, at very little cost.

Why Corporate Services?

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EXAMPLES

Lease Acquisition15,000 sf Industrial in Tampa, Florida. Rate - $6.00 psf per year NNN Term – Three years $6 * 15,000 = $270,000 (total lease value) 3% fee * $270,000 = $8,100 70% of fee = $5,670 goes to local broker 30% of fee = $2,430 goes to CBC Corporate Services

$0 = fee paid by client (landlord pays fee)

Building Disposition5,500 sf in Minneapolis, MN Transaction amount - $460,000 Listing commission – 6% paid by owner Buyer’s agent’s fee of 3% = $13,800 Listing agent’s fee is 70% of the 3% commission = $9,600 CBC Corporate Service Fee is 30% of the 3% commission = $4,140

$0 = additional amount owner paid for the added value of Corporate Services

Cost

ANSWER:

$0What Does

Corporate Services Cost?

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Advanced technology brings simplicity and clarity to real estate transactions. Not every market or real estate brokerage uses the same technology. CBC Corporate Services can provide The Same Level Of Technology In Every North American Market.

Technology

1. Area Developments2. Population Density3. Drive Times

Site Tour PackageWeb based with interactive mappingDemographic dataCustomized mappingElectronic or bound hard copy

Custom MappingCBC Corporate Services can provide dozens of different maps. Aerials with major roads markedDemographic data maps (median household income, population density, etc.)Drive time maps (10, 30, 60 minutes rings)Retail maps – all major retailers marketedPoster sized mapping

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Corporate Services is able to leverage data from local real estate professionals with sophisticated in-house national data sources.

Data

Real Estate ComparablesCBC Corporate Services subscribes to local and national databases of comparables. Local agents often has access to local data in the form of MLS or local systems. Clients often want to have comparable data for budgeting new lease or purchase acquisitions, accounting, and auditing functions. Corporate Services understands the unique requirements of large companies.

Market DataEconomic market data can be obtained by research on a local and national level. Job growth and unemployment rates are key indicators of the health of a local market. Vacancy and abortion rates provide insight on supply and demand for each real estate asset type. Market data helps the client make decisions on the following issues: Lease vs. buy Sell now or wait Lease or purchase transaction management - strong market negotiate tough or soft market be patient

DemographicsCBC Corporate Services uses the most current and sophisticated demographic data available. Population density, population growth, median household income, median age, etc. Most smaller brokerages do no supply their clients with this data.

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What does Corporate Services really Provide...

Your real estate transactions are a big part of the capital expenditures of your company. Corporate Services provides you with data and technology to make clear and informed decisions and one point of contact to free up your company time and make your company more efficient.

Transaction Management Expertise in Lease, sale, easements, boundary issues, and general consulting Property types - Industrial, retail, office, land, special purpose

Portfolio Management Lease vs. buy analysis Valuation (broker opinion of value) General consulting on entire property portfolio Remodel vs. disposition analysis

Property ReportsCBC Corporate services can order property reports in all markets. CBC provides multiple bids (2 to 4) and charges client a 10% management fee.

Appraisals Environmental reports Geo-tech Soils report Survey Property inspection

Clients can expect the highest level of responsiveness, professionalism, integrity, and experience in working with CBC Corporate Services.

Service

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Coldwell Banker Commercial Corporate Services has the experience. Cities where transactions were facilitated by CBC Corporate Services, Salt Lake Office (Kent, Brent, and Toni) in the last 5 years.

Transaction Map

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435

6615

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8

3

103

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11

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1

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Amount of Transactions per State

CANADA - 25

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Transaction Map

ALASKA -15

AK Anchorage (8)

AK Fairbanks (2)

AK Palmer

AK Skagway

AK Soldotna (2)

AK Yakutat

ALABAMA - 5

AL Birmingham

AL Fayette

AL Greensboro

AL Grove Hill

AL Sylacauga

ARKANSAS - 4AR Berryville (2)

AR Danville

AR Mountain Home

ARIZONA - 35AZ Casa Grande

AZ Chandler

AZ Gilbert

AZ Globe

AZ Goodyear (2)

AZ Lakeside

AZ Mesa (2)

AZ Peoria

AZ Phoenix (8)

AZ Pima

AZ Pinetop (2)

AZ Snowflake

AZ St. David

AZ Sunsites

AZ Taylor

AZ Tempe

AZ Tonto Basin

AZ Tuba City

AZ Tucson (2)

AZ West Phoenix

AZ Winslow (2)

AZ Yuma (2)

CALIFORNIA - 66CA Apple Valley

CA Barstow (2)

CA Blythe (3)

CA Calimesa

CA Carlsbad (2)

CA Clovis (2)

CA Crestline

CA Daly City

CA Davis

CA El Dorado (2)

CA El Dorado Hills

CA Elk Grove

CA Folsom

CA Fremont

CA Gualala

CA Hesperia

CA Kings Beach

CA Lincoln

CA Los Angeles (2)

CA Marina

CA Mar Vista

CA Oroville

CA Oxnard (3)

CA Palmdale (2)

CA Paradise

CA Patterson (3)

CA Placerville (2)

CA Porterville

CA Prather

CA Ramona

CA Richmond

CA Ridgecrest

CA Riverside (3)

CA Roseville

CA Salida

CA San Andreas (2)

CA San Diego

CA San Fernando

CA San Jose (2)

CA San Leandro

CA Saratoga

CA Scotts Valley

CA Sutter Creek

CA Tustin

CA Whittier

CA Wilmington (2)

CA Winters

CA Yuba City

CANADA - 25AB Barnwell

AB Edmonton (2)

AB High Level

AB Hill Spring

AB Lethbridge (5)

AB Peace River

AB Rimbey

AB Vermillion

AB Welling (2)

BC Mission

NL Grand Falls (2)

NS Antigonish

ON Metcalfe

ON Toronto (2)

QC Chilcoutimi

QU Sainte Foy

SK Punnichy

COLORADO -15CO Aurora

CO Brighton (2)

CO Colorado Springs

CO Craig

CO Denver

CO Grand Junction

CO Greeley

CO Ignacio

CO Leadville

CO Littleton (2)

CO Louisville

CO Penrose

CO Walsenburg

CONNECTICUT -1CT New Haven

FLORIDA - 21FL Bostwick

FL Brevard (2)

FL Haines City

FL Hialeah Gardens

FL High Springs

FL Interlachen

FL Jay

FL Madison

FL Miami (2)

FL Okeechobee

FL Panama City

FL Pensacola (3)

FL Poinciana

FL Pompano Beach

FL Sarasota

FL Tampa

FL Williston

GEORIGA - 9GA Alpharetta

GA Buchanan

GA Columbus (2)

GA Fitzgerald

GA Rincon

GA Stockbridge (2

GA, Columbus

HAWAII - 8HI Hilo

HI Honolulu

HI Kahuku

HI Kalapana

HI Kaneohe

HI Kona

HI Mountain View

HI Waianae

IOWA - 3IA Glenwood (2)

IA Washington

IDAHO - 103ID American Falls

ID Ammon (5)

ID Arimo

ID Ashton

ID Boise (7)

ID Burley (2)

ID Caldwell

ID Carey

ID Chubbuck (2)

ID Coeur D’Alene

ID Council (2)

ID Dayton

ID Downey

ID Driggs

ID Dubois (2)

ID Garden Valley

ID Geneva

ID Hailey (2)

ID Hayden Lake

ID Horseshoe Bend

ID Idaho Falls (5)

ID Idahome

ID Iona

ID Kamiah (2)

ID Kimberly

ID Kuna (2)

ID Lewiston

ID Mackay (2)

ID Malad

ID Malta

ID Meridian (3)

ID Middleton

ID Montpelier

ID Nampa (3)

ID New Plymouth

ID Oakley

ID Paris

ID Payette (2)

ID Pingree

ID Pocatello (4)

ID Preston

ID Rexburg (11)

ID Rigby (4)

ID Rupert (3)

ID Salmon

ID Sandpoint

ID Shelley

ID Soda Springs

ID Sugar City

ID Twin Falls

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Transaction Map

ID Ucon (2)

ID Victor (3)

ID Weiser (2)

ID Woodville

ILLINOIS - 8IL Chicago Heights

IL Crystal Lake

IL Fairfield

IL Macomb

IL Mount Carmel (2)

IL Westchester (2)

INDIANA - 9IN Dunkirk

IN Greenville

IN Kendallville

IN North Vernon

IN Salem

IN Scottsburg

IN Tell City

IN Westfield (2)

KANSAS - 7KS Coffeyville

KS Independence

KS Kansas City

KS Lawrence (2)

KS Lenexa

KS Salina

KENTUCKY - 4KY Calvert City

KY Danville

KY Mayfield

KY Thompkinsville

LOUISIANA - 11LA Baton Rouge

LA Bogalusa

LA Lafayette

LA Meraux

LA New Orleans (3)

LA Port Sulphur (2)

LA West Monroe (2)

MASSACHUSETTS - 4MA Brewster

MA Martha’s Vineyard

MA Springfield (2)

MARYLAND - 1MD Clarksville

MICHIGAN - 7MI Allegan

MI Charlevoix

MI East Lansing

MI Harrison

MI Livonia

MI Marshall

MI Portland

MINNESOTA - 8MN Burnsville

MN Cottage Grove

MN Menominee

MN Naytahwaush

MN New Prague

MN North Branch

MN Worthington (2)

MISSOURI - 11MO Chesterfield

MO Florissant

MO Frontenac

MO Herculaneum

MO Joplin (2)

MO Mountain Grove (2)

MO St. Charles

MO Washington

MO St. Louis

MISSISSIPPI - 6MS Canton

MS Clinton (2)

MS Madison

MS McComb

MS Richland

MONTANA - 10MT Big Timber (2)

MT Billings

MT Geraldine

MT Glasgow

MT Great Falls

MT Havre

MT Lakeside

MT Lamedeer

MT PolsonNORTH CAROLINA - 6NC Burlington

NC Colfax

NC Charlotte

NC Franklin

NC Greensboro

NC Knightdale

NEBRASKA

NE Macy

NE Niobrara

NE Omaha (2)

NEW JERSEY - 3NJ Lakewood

NJ Sergeantsville

NJ Woodstown

NEW MEXICO - 11NM Albuquerque

NM Bloomfield (2)

NM Chaparral

NM Chilili

NM Elephant Butte (2)

NM Farmington (3)

NM Gallup (2)

NM Las Cruses

NM Ruidoso (2)

NM Smith Lake

NM Taos

NEVADA - 18NV Baker (Caliente)

NV Carson City (3)

NV Elko

NV Hiko

NV Las Vegas (8)

NV Logandale

NV Mesquite

NV Reno

NV Warm Springs

NEW YORK - 21NY Albany(2)

NY Auburn

NY Camillus

NY Clarkson

NY Corning (2)

NY Delhi

NY Fulton

NY LaFayette (2)

NY New York (2)

NY Palmyra (2)

NY Rochester (2)

NY Sennet

NY Shelby

NY Westport

NY Whitesboro

OHIO - 3OH Cincinnati

OH Granville

OH Latty

OKLAHOMA - 6OK Bristow (2)

OK Eufaula

OK Oklahoma City

OK Sallisaw

OK Tuttle

OREGON - 16OR Baker City

OR Canyonville

OR Dallas (3)

OR Hillsboro

OR Medford

OR Lincoln City

OR Portland

OR Sandy

OR Scappoose

OR Springfield (3)

OR The Dalles

OR Umatilla

PENNSYLVANIA - 4PA Honesdale

PA Montrose

PA Stroudsburg

PA Titusville

PUERTO RICO - 2PR Vieques (2)

SOUTH CAROLINA - 10SC Catawba

SC Columbia

SC Columbia

SC Gaffney

SC Hilton Head

SC Laurens

SC Mt. Pleasant

SC Rock Hill

SC Spartanburg

SC Summervile

SOUTH DAKOTA - 1SD Wellington

TENNESSEE - 3TN Angleton

TN Dickson

TN Jasper

TEXAS - 36TX Allen (2)

TX Bullard

TX Crandall

TX Del Rio

TX Denton

TX El Paso

TX Harlingen

TX Houston (2)

TX Katy

TX Kingsville

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Transaction Map

TX Kingwood

TX Klein

TX Laredo (2)

TX Las Cruces (2)

TX Longview

TX Lubbock

TX McKinney

TX Port Isabel

TX Rosenburg

TX San Antonio (2)

TX Seymour

TX Shiner

TX Spring (5)

TX Sugar Land

TX Texarkana

TX Yoakum (2)

UTAH - 346UT American Fork (8)

UT Beaver Dam

UT Blanding

UT Blue Creek (7)

UT Bluffdale (8)

UT Bountiful (3)

UT Bothwell

UT Box Elder County

UT Brigham City (3)

UT Cedar City

UT Centerville (2)

UT Clinton (4)

UT Clover

UT Collinston

UT Corinne (3)

UT Daniel

UT Delta (2)

UT Draper (10)

UT Eagle Mountain (4)

UT Eastland

UT East Mill Creek

UT Enoch

UT Ephraim (3)

UT Erda

UT Fairfield (2)

UT Farmington

UT Farr West (2)

UT Ferron

UT Fielding (4)

UT Fruit Heights (2)

UT Grantsville (2)

UT Gunnison

UT Hansel Valley

UT Harrisville

UT Heber City (3)

UT Henefer

UT Herriman (10)

UT Highland (2)

UT Honeyville (2)

UT Houston

UT Howell (3)

UT Hurricane (3)

UT Hyrum

UT Iron County

UT Juab County (2)

UT Kamas

UT Kanab (2)

UT Kanesville

UT Kaysville (5)

UT Kearns (4)

UT Layton (3)

UT Lehi (3)

UT Lindon

UT Little Pocatello Valley

UT Logan (2)

UT Lucin

UT Magna

UT Manti

UT Mantua (3)

UT Mapleton (3)

UT Marion

UT Mayfield

UT Mendon (3)

UT Midvale (2)

UT Midway

UT Millard County

UT Mills

UT Millville

UT Mona

UT Morgan (2)

UT Mountain Green

UT Mt. Pleasant

UT Murray (5)

UT Nephi (6)

UT North Ogden (2)

UT Oakley

UT Ogden (6)

UT Orem (11)

UT Park City (2)

UT Parowan

UT Payson (2)

UT Perry

UT Plain City (2)

UT Pleasant Grove (2)

UT Price

UT Promontory (2)

UT Providence (2)

UT Provo (3)

UT Randolph (2)

UT River Heights

UT Riverdale

UT Riverton (6)

UT Roosevelt

UT Salt Lake City (33)

UT Sandy (4)

UT Santa Clara

UT Santaquin

UT Saratoga Springs (10)

UT Soldier Summit

UT South Fork Canyon (2)

UT South Jordan (10)

UT South Ogden

UT Spanish Fork (2)

UT Spring City

UT Springville (2)

UT St. George (5)

UT Stockton

UT Syracuse (4)

UT Taylorsville

UT Tooele (2)

UT Tremonton (2)

UT Vernal (6)

UT Wanship

UT Washington (2)

UT Wellsville

UT West Haven

UT West Jordan (2)

UT West Point (4)

UT West Valley City (2)

UT Willard (2)

UT Woodland Hills

UT Woodruff

UT Woods Cross (4)

VIRGINIA - 6VA Arlington

VA Farmville

VA Fredericksburg

VA Northport

VA Max Meadows

VA Richmond

WASHINGTON - 42WA Arlington

WA Auburn

WA Bainbridge Island

WA Bellevue

WA Bellingham

WA Bothell

WA Camas

WA Chelan

WA Cheney

WA Connell

WA Duvall (2)

WA Elma

WA Everett

WA Ferndale

WA Gig Harbor

WA Granite Falls

WA Kennewick

WA Kingston

WA Lacey (2)

WA Lynnwood

WA Maple Valley

WA Marysville

WA Omak

WA Othello

WA Puyallup

WA Renton

WA Richland

WA Ridgefield

WA Sequim

WA Shelton

WA Shoreline (2)

WA Snoqualmie Ridge

WA Spokane

WA Vancouver (3)

WA Vashon

WA Veradale

WA Woodland

WISCONSIN - 1WI

WYOMING - 14WY Basin

WY Byron

WY Casper

WY Cheyenne

WY Cody

WY Evanston

WY Granger

WY Laramie (2)

WY Lovell

WY McKinnon

WY Rawlins

WY Thayne

WY Torrington

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By most accounts, Lew Cramer is the most connected economic development professional in the Intermountain West. When he announced he had accepted the position as President and CEO of Coldwell Banker Commercial Intermountain the Governor of Utah issues a formal proclamation declaring the date “Lew Cramer Day”. Today, Lew maintains his relationships and positions on numerous regional, national and international boards and committees.

As its founding President, Lew directed the World Trade Center Utah from 2006 through 2013. With his talented colleagues and strategic partners, they enhanced Utah’s international expansion

by assisting Utah firms in connecting with global business opportunities. The success of Lew’s vision and efforts is reflected in Utah being the only state in the nation with positive export growth every year for the past decade, including over $19 billion of merchandise exports in 2012, creating thousands of additional Utah jobs.

Previously, during the first Bush administration, Lew served as director general of the U.S. Commercial Service, directing the activities of 1,400 commercial officers at over 150 embassies worldwide, as well as in 65 offices throughout the United States.

Prior to that, during his many years in Washington, D.C., he worked with US WEST International in developing major telecommunications projects in over thirty countries.

During the Reagan administration, he served as a White House Fellow, as a Deputy Assistant Commerce Secretary, and as the Assistant Secretary of Commerce for International Trade.

Lew also practiced real estate law in Los Angeles and in the San Francisco Bay area. For many years, he taught real estate law at the business schools of the University of Southern California, and international business at Georgetown University. He is an honors graduate of the charter class of the Brigham Young University Law School.

Bios

Lew Kramer

› President & CEO

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Kent became manager of Coldwell Banker Commercial Corporate Services in the Sale Lake City office in 2005. Since then he has completed over 535 transactions across the United States and Canada. Kent is committed to providing his clients with the highest level of responsiveness, professionalism, integrity, and experience.

With a strong focus on technology, data, and mapping, Kent provides his clients with market leading sophistication to bring clarity to the real estate decision making process.

Growing up in a real estate family, Kent has been a licensed agent since 1993. After receiving his finance degree from the University of Utah in 1997 he has worked exclusively in commercial real estate and development. Kent received an MBA from Brigham Young University in 2001.

Notable clients include the LDS Church, Vivint, Brigham Young University, Swire Coca-Cola, Ivory Homes, Bear River Mutual, Deseret Trust Company, Deseret Industries, Utah Department of Natural Resources, and Valley Behavioral Health.

Bios

Kent Kohlhase

› Vice President - Corporate Services

SAMPLE CLIENT LIST

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Brent has more than 14 years of experience practicing commercial real estate in Utah. Over the last three years Brent has ventured into Corporate Services.

One of the state’s commercial real estate stars, Brent comes to Coldwell Banker Commercial from Commerce CRG Cushman Wakefield, another Salt Lake City-based brokerage where he was one of the firm’s a top producing office agents.

Brent brings an education in real estate finance, along with a background in financial analysis. This unique combination has

allowed him to specialize in the office and investment arenas, serving clients in properties ranging from $250,000 to $40 million.

“Brent has a unique level of expertise and has proven that he can help any company deal with the complexities often associated with commercial real estate,” said Steve Bogden, managing partner of Coldwell Banker Commercial’s Salt Lake City Office. “Having him on our team is a big asset and one we think will help the Salt Lake office remain among the top producing offices in the worldwide Coldwell Banker Commercial system.”

During his first two years as an agent, Brent was able to secure transactions worth more than $16 million. His early success, combined with his expertise in the investment market, also led to Brent being selected as a member of the Utah Investment Council.

Brent has represented such prestigious firms as Huntsman Corporation, LDS Church, Ken Garff Automotive Group, A.G. Edwards, Nextpage, Ceridian Corporation, Woodside Homes, Eagle Gate College, Advanta Corporation and Valley Behavioral Health.

Bios

Brent Haight

› Office Specialist

SAMPLE CLIENT LIST

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Patrick Lucero, Jr., CCIM, began his business career working as an intern for Price Waterhouse on the Management Consulting team for small businesses, and then moved on to work as a Business Analysis for Dun & Bradstreet in Salt Lake City, Utah. Patrick attended the University of Utah and studied Economics. He has worked for a commercial construction company specializing in office and industrial buildings and has been a Commercial Real Estate Broker for over 30 years. Patrick is a Certified Commercial Investment Member (CCIM), networking with members across North America and more than 30 countries. He is currently a member of APICS, a professional association for supply chain and

operations management providing expertise in logistics and Lean Principles.

In 1984, Patrick began his real estate career in the Salt Lake City area as an office leasing agent and investment broker for a local real estate Company and later co-founded the Coldwell Banker Commercial office in Salt Lake City. Patrick worked for Newmark Grubb Knight Frank Corporate Real Estate Team, specializing in Corporate Real Estate service for Office, Industrial and build-to-suit clients.

Over the last 28 years Patrick has developed extensive experience in the commercial real estate business developing innovated solution for companies that are looking to better their productivity with a higher utilization of work space. He has developed a process that adds value, integrated solutions and logistic strategies to evaluate and assist companies to drive efficiencies and optimal performance through early project development.

Early in his career he worked on one of the first office parks in Salt Lake City, the Sorenson Research Park and put together the first build-to-suit project, ITT Technical School and the Cincinnati Bell Call Center. Since then, Patrick’s career has focus around Corporate Real Estate Services, Build-to-Suits, Industrial and Office space leasing working with such clients as, Honeyville, YESCO, Dywidag-Systems International, Sun Product Corporation, CityWide Home Loans, Biomat USA, Grifols, Praxair Health Care Services, SkyWest Airlines, ITT Technical School, HK Systems, Kamatsu Equipment, Louis & Company, Hoj Engineering, Praxair, Industrial Supply, First Industrial Realty Trust, Inc . Equifax, Key Bank, Utah State University, Cendant Corporation, Intermountain Health Care, Mutual of Omaha, Honeyville, and Ken Gardner Engineering.

He also belongs to one of the largest networks of commercial real estate professionals in the world, with access to information and professionals from around the globe. Integrity, Trust, Service, and a Hard Work Ethic are characteristics that illustrate Patrick Lucero’s career and relationship with his clients. His “team player” attitude and sense of integrity add greatly to Coldwell Banker Commercial a culture of creating and preserving real estate values.

Bios

Patrick Lucero

› Office, Industrial and Investment Specialist

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Bios

Patrick Lucero

› Office Specialist

SAMPLE CLIENT LIST

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Bios

Toni Walker

› Corporate Services

SAMPLE CLIENT LIST

Toni Walker has worked in commercial real estate since 1999. She started her career with the LDS Church Real Estate Services Division coordinating leases in the United States and Canada. She joined Coldwell Banker Commercial in 2006, working exclusively as an account manager for the LDS Church. Her solid work ethic, enthusiasm, and professionalism has elevate CBC Corporate Services daily operations. Toni has a unique ability to coordinate transactions across the United States and Canada. Since being with Coldwell Banker Commercial Toni has help close over 500 transactions.

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Transaction List

List of notable Corporate Service transactions in the

past five years:

Listings Sold

A AB, Lethbridge (CANADA) 15,000 sf on 3.0 acres - $1.3 mil

B AZ, Phoenix 9.5 acres commercial land

C CA, Wilmington 4,200 sf commercial facility on .80 acres

D GA, Columbus 4.8 acres of commercial land

E IA, Glenwood 10,900 sf commercial facility on .33 acres

F ID, Idaho Falls 2.7 acres residential land

G IL, Mount Carmel 3,300 sf facility on 2.9 acres

H KS, Lawrence .65 acres of commercial land

I LA, New Orleans 3.25 acres multi-family land

J MN, Worthington 9,200 sf facility on .41 acres

K MO, St. Louis 8,300 sf facility on 1.15 acres

L NM, Bloomfield 256 acres ag land

NM, Ruidoso 3,800 sf facility on 5.0 acres

M NY, New York 2,500 sf facility on .12 acres - multi-family land

NY, Rochester 4,400 sf commercial facility on .23 acres of land

N TX, Spring 9.8 acres residential land

O UT, American Fork 5.0 acres commercial land

UT, Centerville 1.45 acres residential land

UT, Delta 1,471 acre farm

UT, Howell 3.6 acres commercial land

UT, Kearns 2.1 acres residential land

UT, Mills 1,221 acres ag land

UT, Park City 5.14 acre residential land

UT, Providence 6.8 acres commercial land

P WY Laramie 5.4 acres of residential land

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M

N

O

P

K

States with multiple listings sold

I

II

III

IV

V

VI

VII

VIII

- 20 -

Transaction List

Acquisitions

A AZ, Phoenix 10.5 acres retail land

B CA, Patterson 294 acre ag land

C CO, Brighton 5.8 acres residential land

D HI, Kona 4.3 acres commercial land

HI, Mountain View 23.3 acres residential land

E ID, Idaho Falls 2,025 acre farm

F MO, Joplin 3.7 acres residential land

G NM, Bloomfield 6.6 acres commercial land

NM, Farmington 5.9 acres commercial land

NM, Las Cruses 20.3 acres residential land

H TX, Allen 5.8 acres commercial land

TX, El Paso 5.9 acres

TX, Houston 5.3 acres residential land

TX, Laredo 4.5 acres residential land

TX, Spring 5.6 acres residential land

I UT, American Fork 1.0 acre commercial land

UT, American Fork .55 acres commercial land

UT, Bluffdale .72 acres commercial land

UT, Bluffdale 5.7 acres residential land

UT, Draper .35 acres land for school

UT, Eagle Mountain 3.3 acres residential land

UT, Ephraim .43 acres commercial land

Acquisitions

UT, Fielding 2,045 acre ag land

UT, Heber City 5.0 acres residential land

UT, Herriman 3.19 acres residential land

UT, Houston 5.0 acres residential land

UT, Lehi 3.7 acres commercial land

UT, Mapleton 6.35 acres residential land

UT, Nephi 856 acres ag land

UT, Payson .36 acres residential land

UT, Provo .58 acres commercial land

UT, Provo 4.1 acres residential land

UT, Salt Lake City .55 acres commercial land

UT, Saratoga 3.5 acres residential land

UT, Saratoga 3.6 acres residential land

UT, South Jordan 1.31 acres residential land

UT, St. George 5.8 acres commercial land

UT, St. George 4.4 acres of residential land

UT, Taylorsville 5.5 acres multi-family residential land

UT, Tremonton 1,249 acres ag land

UT, Tremonton 2,462 acres ag land

UT, Tremonton 27 acres commercial land

J WA, Duvall 3.9 acres residential land

A

B

E

F

G

H

I

States with multiple acquisitions

C

J

List of notable Corporate Service Acquisitions

over the years:

D

› TOTAL ACRES 9,134.39

This statement with the information it contains is given with the understanding that all negotiations relating to the purchase, renting, or leasing of the property described above shall be conducted through this office. The information while not guaranteed has been secured from sources we believe to be reliable. Each office independently owned and operated. ©2014

6550 S MILLROCK DR, SUITE 200SALT LAKE CITY, UT

(P) 801.947.8300(F) 801.947.8301

CORPORATE SERVICES

For additional information & services, contact:

Kent KolhaseVice President - Corporate Services

(P) [email protected]

www.coldwellutah.com

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