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VALUE PROPOSITION
TABLE OF CONTENTS
© 2013 Coldwell Banker Commercial Affiliates. A Realogy Company (NYSE: RLGY). All Rights Reserved. Coldwell Banker Commercial Affiliates fully supports the principles of the Equal Opportunity Act. Each
Office is Independently Owned and Operated. Coldwell Banker Commercial, the Coldwell Banker Commercial Logo, Blueprint, Market Connect, CDX, Lead Router, Commercial University, STAR, EBT, and GCC are
registered (or unregistered) service marks licensed to Coldwell Banker Commercial Affiliates.
A MESSAGE FROM THE CBC PRESIDENT
ABOUT COLDWELL BANKER COMMERCIAL®
BUSINESS DEVELOPMENT
THOUGHT LEADERSHIP / MARKETING
LEARNING & RECOGNITION
ADDITIONAL MARKETING RESOURCES
AFFILIATE SUCCESS STORIES
SUMMARY
3
Dear Coldwell Banker Commercial Affiliate:
I am confident that you will find our value proposition is exactly what your company needs in order to grow and compete in today’s ever-changing market.
The Coldwell Banker Commercial® (CBC®) organization is an international commercial real estate services company built upon a closely-united team of entrepreneurially and institutionally-owned offices that move within the industry as a unified organization. The strength and efficiency of our business platform and global network of offices is respected throughout the industry.
Our marketing tools and technologies are cutting-edge and our overall service delivery is solid. The CBC organization has accomplished remarkable things, and we are poised for even greater success in the future. After reviewing the following material, if you have any questions about our offerings and how being a part of the CBC organization can benefit you as a commercial professional please do not hesitate to contact me.
Sincerely,
Fred Schmidt
President & COO
Coldwell Banker Commercial Affiliates
BUILD ON THE POWER OF COLDWELL BANKER COMMERCIAL®
ABOUT COLDWELL BANKER COMMERCIAL®
5
ABOUT REALOGY
ABOUT REALOGY
Realogy Corporation, a global provider of real estate and relocation services, has a diversified business model that includes real estate franchising, brokerage, relocation, and title services.
Collectively, Realogy’s franchise systems have:
Revenue - $4b in 2012
13,600 offices
239,000 sales associates
Doing business in 102 countries
ORG CHART
6
THE CBC STORY
What began as one man’s desire to provide honorable and professional real estate services to clients still holds true today.
Colbert Coldwell’s dedication to his clients formed the basis for the organization’s unique success story — one that will stand out in the history books and inspire future entrepreneurs to create their own success stories. The devastating San Francisco earthquake of 1906 presented young real estate agent Colbert Coldwell with a chance to provide people with honest, ethical, and professional real estate services. In those difficult post-earthquake times, real estate companies typically acted as buyers and resellers of property, compromising the ability of a buyer or seller to obtain the best price. But Coldwell’s “Brokers Only” rule — and commission-based fee structure — eliminated this conflict of interest by removing the incentive to mislead either party about the value of a property under transaction.
In 1913, a man who shared Coldwell’s values and business acumen joined the firm as a salesman. The next year, Benjamin Arthur Banker was named a partner. Despite growing pains over the next several decades, their business and ethical philosophy never wavered and their approach to the business became a model for the entire real estate industry.
After establishing itself as one of the preeminent companies in the commercial real estate business, the company opened its first residential real estate office in San Francisco in 1925. Over the next 50 years, the Coldwell Banker® organization expanded rapidly.
The Coldwell Banker® brand became a part of the Sears, Roebuck and Co. family in 1981, which also included such companies as Dean Witter Financial Services Group and Allstate Insurance Group. The alliance of such diverse companies provided the resources and impetus for further expansion, product development and services in both the commercial and residential real estate industries. Thus, the brand established a presence in the retail environment with the Sears Financial Network Centers.
By 1991, the Coldwell Banker® system of independently owned and operated offices had locations in all 50 states practicing both residential and commercial real estate. In the early 1990s, the Coldwell Banker system expanded internationally, and opened offices in Canada and Puerto Rico.
In 1996, Coldwell Banker Real Estate Corporation, formerly Coldwell Banker Residential Affiliates, Inc., was acquired by Hospitality Franchise System, Inc. (HFS). When HFS became Cendant Corporation, Coldwell Banker Real Estate Corporation became part of the world’s largest hotel and real estate brokerage franchisor, giving the company access to solid financial resources and an even stronger brand affiliation.
By the end of 1996, Coldwell Banker Commercial® was once again a strong force in the industry, with hundreds of companies worldwide practicing commercial real estate under the Coldwell Banker Commercial flag throughout North America, Central America, South America, Europe, the Middle East, Australia and Asia.
Since the brand re-entered the commercial real estate industry, affiliates have achieved impressive growth by embracing the benefit of strong brand recognition and the value afforded by global resources.
Today, CBC® professionals offer an array of commercial real estate services that Colbert Coldwell and Benjamin Banker never could have imagined. At the core of this offering are the values upon which CBC was founded, coupled with a drive to provide the best service possible to clients. That’s the Coldwell Banker Commercial commitment.
Colbert Coldwell Benjamin Arthur Banker
7
ABOUT COLDWELL BANKER COMMERCIAL®
ABOUT COLDWELL BANKER COMMERCIAL
Coldwell Banker Commercial Affiliates is a subsidiary of Realogy Corporation, the world’s largest real estate franchisor. Through its independently owned and operated offices, the Coldwell Banker Commercial® organization is a premier provider of real estate services and a leader in the commercial real estate industry. Coldwell Banker Commercial professionals serve the needs of owners and occupiers in the leasing, acquisition, disposition, structured finance and management of all property types.
The success of the Coldwell Banker Commercial organization lies in its striking versatility. The organization deftly combines a powerful national and international presence with the agility of a local and regional market innovator. Each Coldwell Banker Commercial affiliate office has the resources and insight to understand its local market, and the expertise to convert that knowledge into tangible value for each client. Our professionals stand ready to help clients discover untapped commercial real estate market opportunities and to deliver a range of services designed to add value to their businesses. The Coldwell Banker Commercial organization’s skillful professionals and nimble affiliate offices service a wealth of business categories in markets of any size, with clients ranging form established corporations and institutional entities to small businesses to individual investors.
The Coldwell Banker Commercial® (CBC®) organization is committed to providing exceptional commercial real estate services across all commercial property types and service lines. CBC professionals provide guidance in every aspect of the commercial real estate transaction:
SERVICES
Acquisition and Disposition Services
Brokerage & Transaction Management
Corporate Services
Capital Markets
Property and Facilities Management
Project Management
Construction Management
Auction Services
Investment Analysis
Market Research & Analysis
Relocation Services
Distressed Asset Management and Disposition
PROPERTY LINES
Office
Industrial
Retail
Multi-Family
Land
Hospitality
Medical
8
ONE OF THE LARGEST DOMESTIC FOOTPRINTS
*Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks. 1—According to a commercial real estate survey conducted by the marketing department of The Wall Street Journal, in conjunction with
Beta Research Corp., CBC tied as the most familiar brand, with 64.5% of respondents indicating they were ‘very’ or ‘somewhat’ familiar with the company. The survey polled 1,200 U.S. subscribers of The Journal holding top/middle managers who are responsible for their organization’s corporate real estate purchase decisions.
2- Displayed on CBCWorldwide.com May 2013
Number of Companies 200*
Professionals 2,800 +
Countries 26
Annual Transactions 15,000 +
# of Listings 15,400 2
Several industry publications and associations recognized the Coldwell Banker Commercial® (CBC®) brand as a leader in the commercial real estate industry through numerous rankings:
CBC was ranked in the Lipsey Company’s “Top 25 Commercial Real Estate Companies” CBC Ranked Within the Top Two Most Familiar Brands, According to a Survey of Wall Street Journal
Subscribers.1 Real Estate Forum ranked CBC in its “Forum 100” list of top global commercial real estate companies
National Real Estate Investor ranked CBC in its “Best of the Best” top national brokerage list
The CBC organization has more CCIM, SIOR and NAR Commercial members than any other commercial real estate organization
9
WHAT IS SPECIAL ABOUT COLDWELL BANKER COMMERCIAL®
The Coldwell Banker Commercial®
(CBC®
) organization is comprised of entrepreneurial companies that offer a “hands-on approach”
in analyzing the best strategy to maximize the value of every asset and provide custom solutions for their clients. Our affiliates are the best of the best in their market. CBC affiliates have industry-best systems that emphasize sharing of information and collaboration.
Understand the ever changing marketplace Real estate requirements today are increasingly complex and impact companies’ strategic decisions and bottom line. The CBC organization provides the capabilities and industry specific expertise, through its global footprint, for its affiliate companies to anticipate opportunities, seize competitive advantage and implement the best real estate strategies for your clients.
Immediately gain increased global visibility through the CBC Brand As a CBC affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism. According to a recent NREI survey1, CBC is among the most recognized commercial real estate brands.
Maintain your independence Each CBC office is independently owned and operated, but is able to utilize an unmatched 100+ year heritage to leverage their exposure.
Benefit from the shared best practices of 2,800 professionals worldwide A unique attribute of all CBC professionals is their enthusiasm for collaboration. CBC professionals are encouraged to share their best practices on how to run a business more efficiently and how to more effectively win business. Join Advisory Groups that are focused on office, industrial, retail, investment, property management and marketing.
Access to award-winning technology The CBC organization has built a platform of tools to assist each affiliate with the entire transaction process, from obtaining the listing, to marketing the property, to closing the transaction. Each tool is designed to increase broker production, client service, back office efficiencies and awareness for your company and properties.
A team stands behind you Our executive team boasts years of commercial real estate experience along with dedicated staff and the resources to ensure you achieve maximize results.
1 - Source: Penton Media conducted the survey on behalf of the Coldwell Banker Commercial brand. The survey targeted commercial real estate developers, owners, managers and corporate users from 09/06/12 through 09/25/12. Based on a sample of 133 respondents with a margin of error of +/- 8.4% at the 95% confidence level.
NATIONAL BRAND AWARENESS SURVEY1 The Coldwell Banker Commercial organization offers:
Worldwide professionals across a broad spectrum with valuable industry experience
Integrated technology platform
Real estate strategy development
Market research and intelligence
Improved bottom line performance
Industry leading professional development programs
Strategic partnerships
Mass exposure of listings
10
SENIOR LEADERSHIP
Fred Schmidt President & COO CBC Affiliates (973) 407-5752 [email protected]
David Birnbaum VP Learning (973) 407-5696 [email protected]
Jason Silfies VP Marketing/Technology (973) 407-5274 [email protected]
CBC® is lead by commercial real estate professionals with over 200 years of combined experience. This team is dedicated to the success of members, whether it’s across the state, across North America or overseas. They will give you the support and strategy you need to compete in today’s environment.
Vic Bangia Senior VP, Global Client Solutions (973) 407-7656 [email protected]
Bill Hinson VP Operations (973) 407-7424 [email protected]
11
ADVISORY BOARD
The Coldwell Banker Commercial® Advisory Board is a committee of affiliate members with the sole purpose of guiding and contributing to the enhancement of the systems, tools and services delivered to affiliates by the Coldwell Banker Commercial brand.
Coldwell Banker Commercial holds its Advisory Board members in high esteem and values their recommendations. Their invaluable input has helped tremendously in our efforts to understand and meet the needs of our affiliates and the market.
Rick Canup Southwest Region (806) 793-0888 [email protected]
G.G. Galloway Florida Region (386) 672-8530 [email protected]
Jerome Moore Southeast Region (334) 262-1958 [email protected]
Jeff LaFavre Midwest Region (612) 904-7820 [email protected]
Ethan Offenbecher Pacific Northwest Region (253) 840-5574 [email protected]
Brent Case Carolina Region (843) 744-9877 [email protected]
Greg Barsamian California Region (818) 334-1901 [email protected]
Randy Owen Mountain West Region (801) 947-8300 [email protected]
Richard Selig Northeast Region (212) 344-0300 [email protected]
BUSINESS DEVELOPMENT
13
BUSINESS DEVELOPMENT: OBTAINING THE LISTING
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
CBC Blueprint / Tools / Reis
COLLABORATION
Obtaining a new listing often begins with collaboration. With over 200* companies across the country, the Coldwell Banker Commercial® (CBC®) organization offers affiliates a myriad of opportunities to establish contacts, share leads, and develop business on a national scope. Backed by the Coldwell Banker Commercial organization, you’ll have the ability to take your client to markets across the country – increasing your exposure – and provide you with a major incentive to grow within your firm.
ONLINE CBC NETWORK
Coldwell Banker Commercial affiliates have access to a networking system located on the CBC intranet site that allows them to strategically locate other CBC affiliates with similar clients and expertise. Our affiliates can network with other CBC professionals to assist in winning business or refer clients in just about any market across the United States.
CBC Blueprint / My Network
TRANSACTION DATABASE
Using the CBC Transaction Database, you can search for past transactions completed by any CBC affiliate. You can search by a variety of fields, including property type or clients, so you can get the inside scoop when trying to do business with a particular client. You can also search for your companies or an individual’s transactions.
CBC Blueprint / Tools / Transaction Database
CBC REFERRAL NETWORK
Easily receive or send referrals through our national referral system. By simply filling out the form on the CBC intranet site, you can send the referral to a dedicated person who filters it to the most qualified CBC affiliate.
CBC Blueprint / Tools / Referral Form
WIN BUSINESS TEMPLATE
One of the keys to obtaining a new listing is showing the client exactly how you will market their property. The CBC organization offers branded pre-populated templates that aid in creating strong packages to help you Win the Business. The templates were created by blending a variety of packages from affiliates and competitors that have been successful in winning the business in the past.
CBC Blueprint / Tools / Template
REIS REPORTS
When trying to obtain a new listing, it is important to have ample knowledge of the property and the market. CBC affiliates get complimentary access to Reis, which allows you to generate detailed market and sub-market reports on:
Sales Comps (Buyer, Seller, Cap Rate, etc.)
Rental Comps (Rent, Vacancy, Expenses, Concessions)
Rent, Vacancy and Inventory Trends and Forecasts
Construction (Planned, Proposed and Underway Projects)
14
BUSINESS DEVELOPMENT: GLOBAL CLIENT SOLUTIONS
BUSINESS DEVELOPMENT
The GCS team identifies qualified clients and assists CBC affiliates in winning and gaining control of clients. Services provided include:
Corporate Services
Acquisition Services
Disposition Services
Tenant Representation
Lease Administration
Project Management
Blending and Extending Leases
PORTFOLIO SERVICES
A scalable service line that helps the client manage their portfolio, reduce occupancy cost, manage critical dates and implement corporate strategy, through people, processes and technology.
WHAT’S A GOOD GCS PROSPECT
Rule of 20s*
Over 20 locations
20% of portfolio turns over each year
20% of portfolio is 20,000 sf or more
20% of portfolio is office use
GLOBAL CLIENT SOLUTIONS LLC (GCS) The Realogy Global Client Solutions (GCS) acts as the centralized resource to source, secure, support and sustain long-term client contracts for a broad range of real estate services. The Global Client Solutions Team has a proven track record in winning business with more than 200 years of combined commercial real estate experience. When you need assistance with a client, we are a dedicated team that will give you the competitive advantage needed to win the business.
Reach out to GCS when you need:
Assistance in Requests for Proposals/Information
Corporate Services Subject Matter Experts
Support during Client Presentations
Knowledge of Existing Relationships in Client Pursuits
Support when Handling Multi-Market Assignments
Collaboration “Outside of Your Area of Expertise”
Help Cross-Selling Between Realogy Brands
Assistance in Leveraging the CBC Offices
RECENT SUCCESSES
Secured several national accounts including Jackson Hewitt, Dresser Rand, SAS Shoes and Kumon Learning as well as REO clients such as 5th Third Bank and FDIC
Referred over 100 deals between accounts and Realogy brands
More than $220 million in real estate transactions referred to the network
Sold over 400 properties via REO
REO PLATFORM
The GCS team has developed an extensive platform for going after REO work. GCS has proven templates and presentations available to affiliates and can help you prepare and present to your local, regional or national lending institutions.
Contact the Global Client Solutions Team
[email protected] or 973-407-2599
Visit the GCS page: CBC Blueprint / Tools / GCS
15
BUSINESS DEVELOPMENT: CLIENTS REPRESENTED
* Includes clients of Coldwell Banker Commercial franchisees.
16
BUSINESS DEVELOPMENT: EXPAND YOUR SERVICES
ASSET SERVICES: The Asset Services platform provides Coldwell Banker Commercial offices the tools and resources for offering an integrated, service-oriented solution to manage your clients throughout the life cycle of their real estate and asset investment objectives. The platform consists of:
Polices & Procedures
Strategic Alliances
Technology Solutions
Corporate Support
Proposals/Presentation Support
Templates
Strategy Development
CBC Blueprint / Tools / Asset
POLICIES & PROCEDURES
The cornerstone of the platform is the series of Policies & Procedures Manuals that provide you a resource to effectively, consistently and professionally manage your client’s real estate regardless of its location. The manuals also lay the foundation for consistently managing multi-market real estate portfolios.
Manuals include: Property Operations, Transition, Fire & Life Safety / Risk Management, Tenant Improvements.
CBC Blueprint / Tools / Asset Services / Policies
LIBRARY OF FORMS
The manuals are accompanied by a series of useful forms to incorporate into your service delivery to clients; as well as into the management of real estate in your portfolio. Almost 50 forms in total.
CBC Blueprint / Tools / Asset Services / Forms
ADDITIONAL SERVICES:
CAPITAL MARKETS
The CBC organization has partnered with an advisory company focused on commercial real estate mortgage loan trading. In addition to brokering loans, the company connects its institutional investment clients with portfolio management services for the real estate loans they acquire.
CBC Blueprint / Tools / Asset Services / Strategic Alliances
LOAN WORKOUTS
With billions in distressed loans in today’s market, there is a possibility that you may have a client in a troubled state. If the client cannot come to an agreement with their bank, their property may be seized and a “short sale” or “deed in lieu” could be the final result. The CBC organization has a partnership that will help remove the uncertainty and confusion of the commercial loan default process and negotiate an equitable resolution for your clients with their lenders. They offer customized solutions for loans above $100,000 across all property types.
CBC Blueprint / Tools / Asset
STRATEGIC ALLIANCES
The CBC organization has made arrangements with several Strategic Alliances to help your owners reduce operating costs. Alliances include: Lease Administration, Valuation, Tax Appeal and others.
CBC Blueprint / Tools / Asset Services / Strategic Alliances
Visit the Assets Services page: CBC Blueprint / Tools / Asset Services
17
BUSINESS DEVELOPMENT: SPECIALTY PRACTICE GROUPS
Bill Ukropina Glendale, CA (626) 509-1000 [email protected]
Eric Sackler Los Angeles, CA (310) 979-4990 [email protected]
Harry Champ Orlando, FL (407) 571-5559 [email protected]
Greg Barsamian Glendale, CA (818) 334-1901 [email protected]
Bill Ostlund Minneapolis, MN (612) 904-7833 [email protected]
SPECIALTY PRACTICE GROUPS Coldwell Banker Commercial® (CBC®) organization has formed a series of Specialty Practice Groups for various property sectors throughout commercial real estate to discuss emerging trends, identify best practices and ultimately secure assignments and close deals. Each group has specific criteria in order to become a member. The groups meet via webinar monthly. The people pictured below are the chairmen of the individual groups.
CBC Blueprint / Library / Category: Specialty Practice Groups
OFFICE ADVISORY GROUP
The Office Advisory Group comprises some of the top office property experts in the Coldwell Banker Commercial network. This team collaborates on the current state of the marketplace, relevant industry trends, winning strategies and competitive advantages.
MULTI-FAMILY GROUP
The Multi-Family Advisory Group is a team of investment advisors specializing in multi-family property transactions. The team is well-versed in the unique elements and trends that shape successful multi-family transactions.
INDUSTRIAL GROUP
This council serves as a sounding board for the industrial property experts throughout our network. Members leverage their combined knowledge and experience within the sector via a series of monthly conference calls, and their recommendations help drive the CBC organization’s future industrial property success on both a local and national level.
RETAIL GROUP
The Retail Advisory Group is leading group of retail producers within the CBC network. This team of experts meets to discuss the challenges and opportunities that exist in the current retail marketplace.
Scott McLain Huntsville, AL (256) 533-3441 [email protected]
Steve Bogden Salt Lake City, UT (801) 947-8300 [email protected]
18
BUSINESS DEVELOPMENT: SPECIALTY PRACTICE GROUPS
INVESTMENT GROUP
The Coldwell Banker Commercial® (CBC®) Investment Group is a reliable and credible source for the acquisition and/or disposition of investment grade properties (multi-tenant and single net leased). The group provides a coordinated national network of Coldwell Banker Commercial industry professionals across geographic boundaries and specializations who have the knowledge, expertise and skill to utilize the Coldwell Banker Commercial Brand to develop relationships with Institutions, Corporate, REITs, Financial Service Firms and Individual Investors seeking to work with Investment Brokers.
PROPERTY MANAGEMENT GROUP
The Coldwell Banker Commercial Property Management Group consists of the top professionals in the industry from brokerage and corporate real estate backgrounds. The Coldwell Banker Commercial Property Management Group operates through a combined effort to develop national corporate and institutional management account relationships to increase the volume of transactions for the entire Coldwell Banker Commercial platform.
HEALTHCARE REAL ESTATE SERVICES GROUP
The Healthcare Real Estate Services Group comprises some of the top office property experts in the Coldwell Banker Commercial network. This is a very specialized niche property type and has unique characteristics to complete each transaction. This is one of the hottest real estate segments to do business in.
Jim Shook Indianapolis, IN (317) 249-9000 [email protected]
Bruce Heller Chicago, IL (312) 915-4722 [email protected]
Randy Owen Salt Lake City, UT (801) 947-8300 [email protected]
James Bailey Los Angeles, CA (310) 478-7700 [email protected]
John Wanamaker Orange City, FL (386) 775-8633 [email protected]
THOUGHT LEADERSHIP / MARKETING
20
THOUGHT LEADERSHIP / MARKETING: THE COLDWELL BANKER COMMERCIAL® BRAND
COLDWELL BANKER COMMERCIAL® (CBC®) BRANDING
As a Coldwell Banker Commercial affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism.
100+ year history of exceeding client expectations
Highly recognized commercial real estate brand1
AWARD-WINNING WEBSITE: CBCWORLDWIDE.COM
CBCWorldwide.com is one of the most cutting edge websites in commercial real estate. The site was built around what clients do most - search for properties and locate offices. Currently, there are over 15,400+2 Coldwell Banker Commercial exclusive listings on the site.
Also available on our national website:
Vcards—so clients can easily get in touch with you
Pre-populated demographics for each property
MOBILE APPS: CBCWORLDWIDE.COM
In order to give clients quick and easy access to information; no matter where they are, CBC has created Mobile Apps for CBCWorldwide.com for Android, iPhone and a mobile site: m.cbcworldwide.com for all other smart phones.
Also available is our internal mobile communications app
NATIONAL ADVERTISING
As being part of the brand, you benefit from the exposure of the national advertising campaign in publications such as: Wall Street Journal, CoStar, GlobeSt.com, National Real Estate Investor, ICSC, Retail Traffic, Real Estate Forum, CCIM, RealShare Conference Series, CoreNet, and a variety of other sources.
@CBCWORLDWIDE.COM E-MAIL
All CBC professionals receive an auto-forward @cbcworldwide e-mail account. Having one e-mail format creates consistency in the market, and although all CBC offices are independently owned and operated, we present to the market as one entity, strengthening our market position. When you are signed up for a Blueprint account, you will automatically receive your @cbcworldwide.com e-mail.
SOCIAL MEDIA
The CBC organization is at the cutting edge of Social Media, with presence on Twitter, Linked-In and Facebook to name a few. This form of media allows the CBC organization to communicate and reach untapped audiences and expand the market presence.
1 - Source: Penton Media conducted the survey on behalf of the Coldwell Banker Commercial brand. The survey targeted commercial real estate developers, owners, managers and corporate users from 09/06/12 through 09/25/12. Based on a sample of 133 respondents with a margin of error of +/- 8.4% at the 95% confidence level. 2 - Displayed on CBCWorldwide.com May 2012
21
THOUGHT LEADERSHIP / MARKETING: OFFICE & PROFESSIONALS
CBC Blueprint to fill out your profile
FREE LOCALIZED WEBSITE
All Coldwell Banker Commercial®
((CBC®
) companies are offered a
website manager to create a website mirroring the look of the global CBCWorldwide.com - building a strong, unified brand image while saving you money on hosting, updates and listing costs. This free website allows each company to create a site reflecting its unique market position while displaying featured properties and announcements. The local sites maintain the advanced search and map functions of CBCWorldwide.com.
CBC Blueprint / Tools/ Website Manager
INTRA-OFFICE COMMUNICATION & PRODUCTION NUMBERS
CBCBlueprint.com, the CBC intranet also acts as your own company intranet so you can securely store documents and news items that are relevant to your company. Each CBC professional can use CBC Blueprint to access the dashboard, which shows individual production numbers and rankings within the company.
CUSTOM AD CREATION
The CBC national advertising campaign can easily be adapted to create ads for your company or your properties. The national marketing team offers assistance with text and graphic creation. Another option offered to affiliates is Regional Advertising - where CBC affiliates within the same area pool their resources together to drive advertising cost savings and to strengthen their regional market position. Download the templates:
CBC Blueprint / Library / Keyword: National
CLIENT CENTRIC PIECES
The CBC organization offers a series of marketing pieces that you can send directly to your clients. These pieces not only provide more awareness to your company, but allow your company to be your client’s trusted advisor. The pieces include:
Lease vs Buy
Tenant Retention Tips
1031 Exchange Basic
Common Terms on a Lease
Tenant Moving Checklist
COMPANY WEBPAGE ON THE NATIONAL CBC WEBSITE
Individual webpages for each company are dynamic and easily accessible through the national and localized versions of CBCWorldwide.com with a direct hyperlink to your company’s page.
This portal allows you to publicize your company’s industry and market expertise, links to your current listings and professionals, company awards, languages spoken by people in your office, and automated driving directions - all to reinforce why you are the best choice for an assignment.
PERSONALIZED PROFESSIONAL WEBPAGE
Individual webpages for each professional are accessible through the national and localized versions of the site with a direct hyperlink to send to clients so they can easily view your listings. Professionals can publicize industry and market expertise, a track record of completed transactions, awards won, designations, a prominent picture, vcard and links to current listings. Note: the link to your page will be the same as your @cbcworldwide email—ex cbcworldwide.com/jdoe
CBC Blueprint / Library / Keyword: Centric
22
THOUGHT LEADERSHIP / MARKETING: PROPERTIES
SINGLE DATA ENTRY POINT FOR PROPERTIES (CDX SYSTEM)
The CBC listing platform automatically distributes and updates all CBC listings to the premier online commercial real estate databases including: Property Line, Commercial Source, RealUp and Catylist, along with our own CBCWorldwide.com website, local versions of CBCWorldwide and our online publisher software. You can use this graphic in presentations.
CBC Blueprint / Library / Keyword: CDX
NATIONAL PROPERTY EXPOSURE
Last year, CBCWorldwide (national website) had:
Total Site Page Views: 2,841,786
Visits: 368,663
Property Search Views: 509,923
Property Detail Views: 273,587
Office Profile Views: 60,991
BLUEMAIL
Quickly blast your property to the entire CBC network using blueMail. This tool allows affiliates to send an e-mail with automatically populated property information within seconds to other CBC affiliates by state or specific specialty. Reporting is also included with the tool.
CBC Blueprint / Tools / blueMail
MARKET INTELLIGENCE
In order for our clients to make informed decisions, they must have access to the latest market information. The CBC organization provides market intelligence on CBCWorldwide via feeds from Reis. Also available is the CBC Blue Book. Market Intelligence produced twice a year with information submitted by the experts in the market—the CBC affiliates.
CBCWorldwide / Tools / Market Intelligence
EASILY SHARE PROPERTIES VIA SOCIAL MEDIA, PRINT OR EMAIL
Easily share your listings, professional or company profile to multiple social media sites such as Twitter, Facebook, LinkedIn or Digg with the click of a button. You can also email clients your listing from the website and it is received directly in the email body, no attachments. If you are in a pinch, you can quickly print listings or profiles when you need them for a quick presentation.
CBC Worldwide / Add This
OTHER PROPERTY ADVERTISING DISCOUNTS
CBC offers discounts to advertise in local, regional and national newspapers and commercial real estate publications such as NREI, Real Estate Business Journals and Black’s Guide. Also available are discounts to showcase your property on WSJ.com. CBC also occasionally subsidizes an ad in the WSJ for property listings.
CBC Blueprint / Library / Keyword: Ad Discount
23
THOUGHT LEADERSHIP / MARKETING: PROPERTIES
WEB-BASED COMMUNICATION & PROJECT MANAGEMENT
This web-based communication and transaction management tool enables professionals to connect with their team members or clients and share information at any time. This tool offers immediate access to files, including: lease contracts, floor plans, project timelines, task lists, team rosters, property data and all project communications - allowing you to easily keep your team members and clients informed and keeps all communications in one centralized hub.
CBC Blueprint / Tools / Teamwork
IPAD PRESENTATIONS
This proprietary CBC tool allows you to quickly an easily create custom presentations that can be played on iPad, laptop or computers. Slide transitions and animations are automatically built for you by simply filling out a series of forms. No internet connection is necessary to play the finished product.
CUSTOM FLYERS & TEMPLATES
This Coldwell Banker Commercial® (CBC®) proprietary software allows you to create professional and customized CBC branded materials including:
Marketing Packages Flyers Open Inventory Reports Postcards Announcements
- all with the push of a button. Your listing information is automatically populated based on your input into our Listing Platform.
Also included:
Blast Email Capabilities
Email Reporting to see who is interested in the property
Flash Page Flip (e-book) technology for a “wow factor”
Easily share your creations on a variety of social media sites
CBC Blueprint / Tools / ePresentations
CUSTOM MARKETING SOLUTIONS
CBC has developed a strategic alliance relationship with ReBackOffice, a provider of on-demand marketing services, to help with the creative marketing solutions you need in order to obtain the listing or market your properties. It's like having a full design team available only when you need it. Services include: Maps, Floorplans, Stacking Plans, Aerials, Flyers, Marketing Packages, etc.
CBC Blueprint / Tools / Custom Marketing Solutions
NATIONAL PR FOR CLOSED TRANSACTIONS
The CBC Corporate Communications team acts as a dedicated PR Agency to help your office and professionals achieve higher visibility on both a national and local scale by publicizing your closed deals. The team utilizes its relationships with an assortment of national, regional and local publications to make sure your deals get the proper amount of attention within the business world. Larger transactions also benefit from exposure on the national social media accounts.
CBC Blueprint / Tools / Prezenter
LEARNING & RECOGNITION
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LEANRING & RECOGNITION
PROFESSIONAL ADVANCEMENT
Regardless of the amount of time in the industry, staying current on the ever-changing trends is necessary to remain competitive. Commercial University, the CBC Education site, provides access to a variety of videos, webinars, podcasts and training courses, as well as discounts on programs such as: Mike Lipsey Seminars, Franklin Covey, Top Dogs, CCIM, ICSC, SIOR, USGBC, and BOMA live seminars, and continuing education discounts. Sample recommended course tracks are available by role.
Professional development Element K free courses include:
Business Skills and Soft Skills Computer Skills such as Microsoft
Office
EMERGING BROKERS TRAINING (EBT)
The Emerging Brokers Training (EBT) is an award-winning 4-month blended development program specifically for professionals with less than 1.5 years experience in the industry. With a high-impact curriculum, the EBT program helps develop the future stars of commercial real estate for the CBC organization. Almost 45% of all CBC companies have at least one graduate. Also available is a shortened self-paced version called EBT Fast Start.
CBC Blueprint / Learning Tab
PLATINUM PRODUCER TRAINING
The Coldwell Banker Commercial “Platinum Producer” training program is targeted for the experienced CBC professional who is committed to becoming a top commercial real estate producer. Students fine-tune their skills and knowledge by learning from best-in-class commercial real estate instructors and practitioners.
CBC Blueprint / Learning Tab
ON-BOARDING PROCESS
The first step toward your success as a CBC affiliate is participation in our On-Boarding Process which lays out everything your managers and administrators need to do to make for a seamless transition to CBC.
ON-DEMAND TOOLS TRAINING
The CBC organization has live, online training and a library of stored guides, seminars and other demos available 24/7 explaining how to maximize the use of CBC tools to assist in generating business or saving time. Also offered is a free help desk 800 telephone number for company, program or tool related issues.
CBC Blueprint / Learning Tab
COMPANY AND ASSOCIATE BUSINESS PLANNING
The CBC organization offers the Business Planning Program, which is a series of webinars to assist Owners in developing your Company Business Plan. This program is designed to help you with best practices and market insights by CBC leaders and industry experts. The Owners then facilitate the Associate Business Planning sessions as they guide their team in planning and strategizing for the next year.
CBC Blueprint / Learning Tab
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LEARNING & RECOGNITION: EVENTS
GLOBAL CONFERENCE (GC)
The GC event is the premier forum for all Coldwell Banker Commercial® (CBC®) professionals to expand their knowledge through a wide-range of educational workshops. The GC offers opportunities to network with hundreds of colleagues from across the country and to honor the peak performers in our company who have driven themselves to the highest levels of success. This event is subject to space limitations and demand.
REGIONAL MEETINGS
In today’s business climate the key to success is collaboration. The Coldwell Banker Commercial Regional Networking Events are designed for just that! These events provide affiliates with an opportunity to network, share best practices and facilitate business within regions.
ICSC RECON
The International Council of Shopping Centers (ICSC) Annual Spring Convention takes place in Las Vegas each year. It is the largest gathering of real estate and retail professionals (over 50,000 attendees) in the world, with leasing agents, shopping center developers and owners and municipal officials, as well as product and service vendors all in attendance. With our strategically located 4,500 SF island booth, the CBC organization has a significant presence at this event. The booth facilitates client meetings and displays CBC properties throughout the show. The CBC organization also has a significant presence at several regional ICSC meetings that take place throughout the year as well as various other sponsorship opportunities.
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LEARNING & RECOGNITION: AWARDS
NATIONAL AWARD RECOGNITION
The Coldwell Banker Commercial® (CBC®) organization recognizes top companies and individual professionals with awards and incentives. Some of the award categories include:
#1 Office by State, National & International
#1 Associate by State, National & International
Professional Production Level Designation Awards: Platinum, Gold, Silver, Bronze, Commercial Elite, #1 Emerging Broker
Top 5 Sales Associates Nationally
#1 Sales Professional by Specialty (Retail, Land, Multi-Family, Office, Industrial, Hospitality, Leasing and Investment Building Sales)
Mentor / Protégé of the Year, Property Manager of the Year and Office Manager of the Year, Leadership Award
TOP 2 & COMMERCIAL ELITE EVENTS
The CBC organization takes great pride in celebrating our Commercial Sales Professionals & Offices who continuously strive to reach new levels of success with exclusive events for the top two percent of producing professionals (“Top 2” Event) and the top 15 producing companies (“Commercial Elite”).
MORE RECOGNITION
The recognition doesn’t stop there. Award winners are prominently displayed in Wall Street Journal ads, intranet carousel, internal news letters, social media and other outlets to name a few.
ADDITIONAL RESOURCES
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MARKETING RESOURCES
There is no need to re-invent the wheel. Choose from a variety of Coldwell Banker Commercial® (CBC®)
marketing templates and brochures in the CBC Template Center to market yourself and your listings, grow your business and create valuable leads. You will benefit from a suite of marketing materials that are easily customizable to reflect your local branded identity and specific marketing needs.
CBC Blueprint / Tools / Template Center
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OTHER USEFUL RESOURCES
Contact the CBC Help Desk with any other questions
BROKER ADVISORY SERVICES
CBC affiliates receive access to this dedicated specialist who takes a consultative approach to assist affiliates with all aspects of their business. This person will meet in person with managers and professionals of affiliates offices and consult with them on best business practices.
HOW TO GUIDES
A series of How to Guides have been created to assist CBC affiliates with various everyday tasks:
Thrive in a Challenging Market
Create a Win Business or Marketing Package
Create a Business Plan
Create a Marketing Plan
Use Social Media for Business
Generate Traffic and SEO for your Website
Creating a Marketing Splash
Getting Involved with our Brand Charity
CBC Blueprint / Library / “How to” subsection
AFFILIATE LIBRARY
Available to affiliates is access to a separate library of documents created by other CBC affiliates, including: Proposals, Advertisements, Newsletters and Presentations. Whether you’re having your first client meeting or following up on a cold call, make an impact with the proper collateral.
CBC Blueprint / Tools / Affiliate Library
RECRUITING
Commercial real estate companies should always actively recruit potential producers. The CBC organization offers a full blown package that is similar to the current one you are reading, as well as a shortened two-page customizable version to get the attention of new professionals.
CBC Blueprint / Library / Recruit
TOOLS AND RESOURCES GUIDE
Download the Tools and Resources Guide, which gives a high level overview of the tools and resources offered to CBC professionals.
CBC Blueprint / Library / Resources
IDENTITY STANDARDS
In order to establish and maintain international brand recognition, it is imperative that each Coldwell Banker Commercial affiliate in every marketplace adhere to the exact and correct use of the brand’s service marks, trademarks and logos.
CBC Blueprint / Library / Identity
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STRATEGIC ALLIANCES AND RELATIONSHIPS & DISCOUNTS
Property
Signs Custom Marketing
Solutions
For a complete list and terms of agreements www.cbcblueprint / tools / business advantage
INDUSTRY RELATED SERVE CLIENTS BEYOND YOUR CAPABILITIES
SUPPLIES MOBILE PHONES
Strategic Alliances, Relationships & Discounts Because the Coldwell Banker Commercial organization is an international company, along with relations formed by the Global Realogy brand, the CBC organization has many strategic alliances and relationships that can be utilized by affiliates to improve productivity, expand their service offering or save them money. Some of these relationships include:
Commercial Lending Johnson Capital
Valuation Integra Realty Resources
Lease Administration Fell Lease or Custom Marketing Solutions
Tax Assessment Nationwide Consulting Company
Property Restoration Stewart Dean
Emergency Preparedness A&K Productions
Loan Workouts LMB Commercial
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COMMUNICATION
Communication is the backbone of any company. The Coldwell Banker Commercial® organization is constantly trying to assist affiliates with winning more business, increasing productivity or saving you time and money. We offer a variety of different sources to make sure you are always in the loop with the latest news and updates.
CBC INTRANET SITE: CBCBLUEPRINT.COM
In order to keep affiliates aware of what is going on within the CBC organization; news, events and articles are posted on the company intranet site, Blueprint. The site is also the central access point for all the tools, templates, education, networking and other resources to continue to save your company time and money.
BLUEPRINT EXPRESS
Blast emails about a particular topic. Typically no more than one a week.
BLUEPRINT TO GO
The mobile app that gives you a quick download of CBC & Industry news and events.
CBC Blueprint / Tools / Mobile
BLUEPRINT DELIVERED
A quarterly mailing sent to the primary contact of each CBC company with intent they will distribute copies electronically.
CBC Blueprint / Library / Delivered
BLUEPRINT BRAND REPORT
Bi weekly email with important updates and communications. A quick and easy read.
AFFILIATE SUCCESS STORIES
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AFFILIATE SUCCESS STORIES
GARY ROBERTS
Coldwell Banker Commercial Chicora Myrtle Beach, SC
“Since 2001, I have been affiliated with Coldwell Banker Commercial. The CBC brand has enabled us to compete on a national level. We have been able to acquire some very significant assignments as a result of the Coldwell Banker Commercial platform being available to our company. The integrity of CBC is second to none. As a franchisee and a national top producer, it gives me great comfort to know that the leadership at Coldwell Banker Commercial is comprised of the industry’s top real estate professionals who truly understand the business. I have always felt that the corporate philosophy of CBC has been to first and foremost make sure that the sales affiliates, as well as franchisees are achieving success.”
“Thanks t “Thanks to the Coldwell Banker Commercial brand and its broad network of professionals, we have had the ability to maintain our market significance in the Pacific Northwest for over 25 years. The brand has also proved itself by our continued success with recruiting both new and seasoned Brokers to our Company. Recruiting has been greatly enhanced through the new EBT training sponsored by Coldwell Banker Commercial. Not only has it provided our new Brokers with the necessary training to become successful in their careers, it has opened up a network of contacts throughout the nation. We are pleased to be a part of the Coldwell Banker Commercial family of offices and look forward to sharing successes for years to come.”
“After 20 years at CBRE, we came to the decision that we were interested in building a firm of our own where we could create long term value for our families as well as our staff. We spent a year researching alternatives and determined that Coldwell Banker Commercial offered us the best system available. We were able to smoothly transition our clients and business into CBC using the best systems and technology available anywhere. CBC provided on-site training so our staff was able to begin using the resources of the brand right away and after 5 years we have grown from the three founders to a staff of 26 in our offices in Glendale, California. We utilized the CBC name and the top notch training and education programs for our recruits and were able to maintain - even enhance our reputation as the experts in our market.”
ALEX RHOTEN
Coldwell Banker Commercial Mountain West Real Estate, LLC Portland, OR
GREG BARSAMIAN
Coldwell Banker Commercial North County Glendale, CA
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SUMMARY
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
The Coldwell Banker Commercial® (CBC®) brand offers the ability to compete on a level playing field for the best opportunities in your market. Because you're an affiliate of the Coldwell Banker Commercial organization, you benefit from:
Use of the world-renowned CBC brand to position your company as a global player
Global exposure to your listings on CBCWorldwide.com, our highly visible corporate web
site, as well as on numerous industry listing services.
Access to our award-winning technology platform, which offers comprehensive
information, resources and tools representing best-of-class solutions, to generate
awareness and exposure for the CBC brand, offices, professionals and properties.
Capitalize on CBC’s strategic alliances to provide value-added services
Access to training, support and best practices from CBC corporate staff and more than
200* leading brokerage companies worldwide
National recognition for you and your company
Attend national CBC events to generate new business
Ability to grow existing client relationships through our Global Client Solutions Team
Access to Specialty Practice Groups and other CBC affiliates
