PROPOSAL | REALTOR SERVICES

Transcription

PROPOSAL | REALTOR SERVICES
Prepared For:
Dr. Michael Reik, Superintendent of Schools
Platte County R-3 School District
998 Platte Falls Road
Platte City, MO | 64079
Presented by: Chuck Mussorici | 816.968.5816 | chuck.mussorici@cbre.com
Letter of Introduction
Letter of Interest
Thank you for providing CBRE with the opportunity to present our scope of brokerage
services and our dedicated team to The Platte County School District.
We are committed to providing candid marketing strategy recommendations and will use
our comprehensive dedicated team, unparalleled local market expertise, national land
service group of land sales professionals, local brokers and our extensive relationships
with qualified and viable buyers to drive the highest possible value for the assignment.
We are experts at presenting the essential salient facts and competitive advantages of your
assets so investors can make favorable decisions as quickly as possible.
Why CBRE?
Local LSG Team/Process Overview
Our mission is to accelerate your success through superior market knowledge, industry-leading technology
and a global real estate perspective.
LSG Overview
CBRE Land Services Group is a nationwide network of experienced professionals focused
exclusively on land
transactions–entitlement
experts with extensive
knowledge of local market
conditions and regulatory
process. CBRE Land Service
Group leverages the vast
CBRE platform drawing on
local, national and global
market experts in sales,
leasing and advisory services.
Our mission is to accelerate
your success through superior
market knowledge, industryleading technology and a
global real estate perspective.
Platte County Schools : Page 2
Letter of Introduction
Our Value Proposition
Understanding the challenge: Comprehending the goals and objectives of The Platte
County School District and the need for a full-service advisor
Local and national expertise/leadership: Experienced and diverse team including senior
leadership with an extensive land sales record
National network of land professionals: Only national firm with a dedicated group of
experts in the nuances and complexities of a land sale
Experience: Utilizing our significant recent and long-term experience in the market,
specifically in the land and development sectors
Market intelligence: Providing unparalleled local market information to make the due
diligence seamless for investors
Marketing capabilities: Professionally design marketing materials for all purposes and
media
Proprietary database: All of our land brokers contribute buyer profiles to a central contact
database
CBRE platform and brand: Largest and most diversified real estate services platform in the
world
CONCLUSION
We look forward to working closely with you on your project. Greater detail about our
service offerings can be found in the next section.
Sincerely,
Mike Klamm
Chuck Mussorici
Certification Form
CERTIFICATION FORM
CBRE, Inc.
Chuck Mussorici
4520 Main Street, Suite 600
Kansas City, MO 64111
Vice President
816-756-3535
11/27/2013
816-968-5890
Chuck.Mussorici@cbre.com
Corporation
95-2743174
Felony Conviction Notification
FELONY CONVICTION NOTIFICATION
The person or business entity that enters into an agreement with this school district must give advance
notice to the District if the person or an owner or operator of the business entity has been convicted of
a felony. The notice must include a general description of the conduct resulting in the conviction of a
felony.
The district may terminate this agreement with a person or business entity if the District determines
that the person or business entity failed to give notice by the next preceding subsection, or
misrepresented the conduct resulting in the conviction. The District will compensate the person or
business entity for services performed before the termination of the agreement.”
By submitting this offer and signing this certificate, this bidder:
x
x
Certifies that the owner/operator has not been convicted of a felony, except as indicated on a separate
attachment to this offer, and
Certifies that no employee who will enter school buildings or potentially have contact with school
children has been convicted of any felony or a misdemeanor involving violence or sexual contact or
sexual abuse. It shall be the duty of the vendor to conduct the appropriate background checks on its
employees and vendor agrees to share this information with the District upon request.
Vendor Name: Chuck Mussorici
Vendor Address: 4520 Main Street, Suite 600 Kansas City, MO 64111
Vendor E-mail Address: Chuck.Mussorici@cbre.com
Vendor Telephone: 816-756-3535
Fax Number: 816-968-5890
Authorized Company Official’s Name: CBRE, Inc.
(Printed)
Signature of Company Official:
Date: 11/27/2013
Table of Contents
1. Certification Form
2. Firm Profile and Philosophy
3. Personnel Assigned to Project
4. Experience with Similar Projects
5. Project Budget
6. Litigation History
7. Consultant References
Proposal for Realtor Services : Platte County School District
Firm Philosophy
& Profile
Firm Profile and Philosophy
CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in
Los Angeles, is the world’s largest commercial real estate services firm (in terms of 2011
revenue). The Company has approximately 34,000 employees (excluding affiliates), and
serves real estate owners, investors and occupiers through more than 300 offices
(excluding affiliates) worldwide. CBRE offers strategic advice and execution for property
sales and leasing; corporate services; property, facilities and project management;
mortgage banking; appraisal and valuation; development services; investment
management; and research and consulting.
COMPANY HISTORY
The firm that is now CBRE traces its roots to San Francisco in 1906. By the 1940s, that
firm, which later became known as CB Commercial, grew to become one of the largest
commercial real estate services companies in the western United States. In the 1960s and
‘70s, the company went public and expanded both its service portfolio and geographic
coverage to become a full-service provider with a growing presence throughout the United
States.
The next major milestone occurred in 1989 when employees and others acquired the
company's operations to form CB Commercial. Throughout the 1990s, CB Commercial
moved aggressively to accelerate growth and cultivate global capabilities to meet client
demands. The company acquired leading firms in investment management (Westmark
Realty Advisors—now CBRE Investors, 1995), mortgage banking (L.J. Melody & Company,
1996) and property and corporate facilities management, as well as capital markets and
investment management (Koll Real Estate Services, 1997).
CB Commercial achieved significant global expansion with the 1998 acquisition of REI
Limited. REI Limited, which traces its roots to London in 1773, was the holding company
for all Richard Ellis operations outside of the United Kingdom.
Just after the REI Limited acquisition, in July 1998, CBRE announced the acquisition of
London-based Hillier Parker May & Rowden, one of the top property services firms
operating in the United Kingdom. With this development, CBRE became the first real estate
services firm with a platform to deliver integrated real estate services—through one
commonly owned, commonly managed company—across the world’s major business
capitals.
In July 2003, the company’s global leadership position was solidified as CBRE and
Insignia Financial Group were brought together. Operating globally as CBRE, the firm
leads the industry with a pre-eminent leadership position in virtually all of the world’s key
business centers.
In June 2004, CBRE completed a successful initial public offering and began trading its
Class A Common Stock on the New York Stock Exchange. In 2005, CBRE was first
recognized as a Fortune 1000 company, and in 2006 it was added to the S&P 500.
In late 2006, CBRE merged with Trammell Crow Company to create a real estate services
firm with unprecedented scale, scope and service offerings. The combination of these two
Firm Profile and Philosophy
market-leading firms leveraged the complementary strengths and skills of the two
organizations,
g
, enhancing
g the depth,
p , breadth and quality
q
y of services CBRE offers to its
clients. In particular, with the Trammell Crow Company merger, CBRE became the global
leader in the provision of outsourcing services to major occupiers including corporations,
healthcare
h
lh
organizations and
d public
bl sector institutions.
CBRE iis th
the fi
firstt—and
and
d only
l —comm
commercial
ercial
i l reall estate
t t services
i
company included
i l d d in
i the
th
prestigious Fortune 500, ranking at 440 in 2011. In 2011, CBRE was also voted the most
admired real estate services company in Fortune
Fortune’ss most admired companies survey.
survey It also
became the highest-ever ranked real estate services company in the prestigious IAOP
ranking
g of outsourcing
g companies
p
across all industries.
In February 2011, CBRE made a decisive move to attain leadership in another key
business
b
i
segment with
i h plans
l
to acquire
i the
h majority
j i off the
h reall estate iinvestment
management business from Netherlands-based ING Group, N.V. The acquisition created
an enterprise
t
i with
ith more than
th $90 billion
billi off investment
i
t
t assets
t under
d management
management.
t
PLATFORM OF SERVICES
CBRE’s comprehensive
CBRE’
h i list
li t off reall estate
t t services
i
covers everything
thi
hi ffrom moving
i to
t a new
office to building a new warehouse, from selling an international portfolio of shopping
malls to appraising an apartment complex,
complex and everything in between.
between
CBRE
MARKETING
CBRE’s marketing department is the largest and most robust in the industry—from
marketing strategy development to collateral production, our consultative marketing
professionals offer clients and brokers a complete in-house marketing shop. Our
designers, writers, Web publishers and communications teams support our clients’
property marketing and special projects needs efficiently and cost-effectively.
Tools
CBRE continually invests in the industry’s tools and technology to ensure client assets are
well-positioned to maximize value. Among the tools available to our clients at little or no
cost are:
campaignLOGIC—a Web-based email campaign tool
cbre.com—customized websites for properties
CBREmarketplace—a secure, virtual due diligence hosting Web site
Client Extranet—a password-protected document management system that secures
information to the folder level and allows sharing document sharing among multiple
users
Greatleasedeals.com—an online arsenal of sublease listings targeted at corporate
users
PCG 360—a comprehensive, proprietary, national database of private equity investors
PCGlistings—due diligence and marketing Web sites geared toward private investors
Design Service and Support
CBRE offers clients creative graphic design services and support for all property and
opportunity marketing. The company’s in-house designers and marketing professionals
utilize state-of-the-art design software and national production vendors to provide quality
property marketing. From simple sublease flyers to complex, multi-location offering
memoranda, CBRE designers operate on thorough and thoughtful company design
standards, or where appropriate, client design standards.
BROKERAGE SERVICES
CBRE executes strategic, integrated and comprehensive commercial real estate brokerage
services for tenants/occupiers, property owners and narrowly-focused, vertical industries in
the office, industrial and retail sectors. Clients make informed real estate decisions
underwritten by world-class and industry leading proprietary market research, analytical
and consultative services. The Brokerage division draws frequently and seamlessly from
other CBRE services to provide clients what they need functionally anywhere in the world,
offering a complete spectrum of commercial real estate brokerage services to owners,
investors and occupiers of all property types. The firm’s leasing in 2010 totaled 47,600
transactions valued at over $62.8 billion globally.
CBRE’s tenant representation professionals combine streetwise savvy with creative problem
solving abilities, and deal making skills with sophisticated diagnostic and analytical
capabilities. Since real estate decisions often have significant impact on both client
business plans and financial statements, CBRE focuses on providing services to help
tenants align real estate requirements with strategic objectives. Services include current
situation analysis and planning, the development of viable options, comparative analysis
of market availabilities and implementation of the selected alternative, including full
project management services for tenant fit-out. In 2010, CBRE tenant representation
brokers performed more than $26.1 billion worth of lease transactions in the Americas.
Serving as the owner’s agent or sublease agent, the firm’s market specialists are adept at
developing comprehensive strategies to maximize value within investment and operational
objectives—all while remaining sensitive to budgetary and business constraints. Services
include strategic planning, property positioning, marketing and leasing as well as
comprehensive project management. In 2010, CBRE brokers representing landlord
performed more than $17.7 billion worth of lease transactions in the Americas.
In 2010, CBRE industrial brokers performed 2,100 industrial sales transactions totaling
$10.0 billion and 9,450 industrial leasing transactions worth $6.9 billion worldwide.
Land Services
CBRE Land Services is a network of experienced professionals focusing exclusively on land
transactions. CBRE Land Services provides landowners with a comprehensive ability to
evaluate the highest and best use of a particular land parcel. The group’s professionals
are land entitlement experts and offer extensive knowledge of local market conditions,
competitive land parcels and the regulatory environment to assist land owners in forming a
strategy for maximizing the value of their real estate holdings. Land owner representation
services include market analysis and feasibility studies, demographic and mapping
services, and property acquisitions and dispositions.
Land Services professionals also bring local market knowledge and experience combined
with national scope to serving the needs of investors and developers. This combination
helps clients achieve the competitive advantage of quickly bringing their product to market
at the best possible time and location. Investor and developer representation services
include market analysis and feasibility studies, strategic site selection, financial analysis,
demographic and mapping services and property acquisitions and dispositions.
Investment Properties
CBRE Investment Properties is the world leader in the acquisition and disposition of
income-producing properties for third-party owners. With 12,675 global property sales
transactions valued at over $65.3 billion in 2010, the division provides buyers and sellers
with local and international exposure to opportunities and capital markets.
Investment Properties applies a highly customized and multi-disciplinary approach to the
institutional and private capital markets to anticipate trends and uncover opportunities.
Because of Investment Properties’ activity in the marketplace, CBRE offers clients the most
widespread level of knowledge and experience in this specialized field. Investment
Properties provides services for single assets and/or multi-market portfolios for all property
types. Services include acquisitions and dispositions, consulting, equity placement,
financing, market research, portfolio planning and valuation.
Debt & Equity Finance
Debt & Equity Finance provides debt and equity funding options to developers and owners
of commercial properties nationwide. Through its correspondent relationship with
numerous domestic and international investors, the company originates fixed-rate and
floating, construction, forward, standby and participating loans, as well as joint ventures.
The company secures the funding and services loans for all property types including multifamily, office, retail and industrial real estate, with an average loan size of $15.9 million
and loans ranging from $1 million to over $250 million.
Debt & Equity Finance’s success in closing $22.4 billion in originations and $118.0 billion
in loan servicing (reflects loans serviced by GEMSA, a joint venture between Debt & Equity
Finance and GE Capital Real Estate) globally in 2011 illustrates the high level of expertise
and customer commitment our investment bankers offer every client. Areas of expertise
include permanent financing, structured financing, mezzanine debt, tenant-in-common
financing, loan servicing and loan sale advertising.
DEVELOPMENT AND INVESTMENT
Trammell Crow Company, founded in 1948, is one of the nation’s leading developers and
investors in real estate. It has developed or acquired over 525 million square feet of
buildings with a value exceeding $55 billion. Trammell Crow Company’s teams are
dedicated to building value for its clients through creative solutions and highly skilled,
locally connected professionals in major cities throughout the United States and in
Canada. The company is known for the quality of its people and for the world-class
facilities they create. Trammell Crow Company serves users of, and investors in, office,
industrial, retail, healthcare, on-airport distribution, multi-family residential and mixed use
projects.
Trammell Crow Company has experienced market leaders in 15 major cities. The
company is an independently operated subsidiary of CBRE Group, Inc., the world’s largest
commercial real estate services firm (based on 2011 revenues) and currently has more
than $4.9 billion in developments under construction.
For those who occupy real estate, Trammell Crow Company can execute the development
or acquisition of facilities tailored to meet any client’s needs. For investor clients, the firm
offers large strategic joint ventures and capital programs, opportunity funds and other
targeted investment options.
VALUATION AND ADVISORY
CBRE’s Valuation and Advisory Services provides accurate, reliable and timely valuations
that are critical to the success of every real estate transaction or financing. The group
services all types of real estate, ranging from specialty properties such as hotels,
healthcare facilities and regional malls to commercial and residential properties including
office, retail, industrial and multi-family. In addition, the group handled 115,825 valuation
and advisory assignments last year alone.
Service products include market value appraisals, highest and best use studies, litigation
support, lease analysis, discounted cash flow analysis (using all commercial cash flow
programs), market analysis, product absorption studies, portfolio valuation and analysis,
and ad valorem tax appraisals and representation. With coverage in offices throughout the
United States and abroad, Valuation and Advisory Services can provide expert valuation
services in virtually every market worldwide with a coordinated single point of contact for
all international assignments.
LOCATION
While CBRE has office locations worldwide, our Kansas City office is located at:
4520 Main Street
Suite 600
Kansas City, MO 64111
Personnel
Assigned to
Project
Personnel Assigned to Project
EXPERIENCE
Chuck has extensive experience as a specialist in the field of commercial land real
estate. His specialty includes acquisition, disposition, assemblage, development,
entitlements and evaluation. He has experience in all sectors including single family
residential, apartments, industrial, office, retail, mixed use and investment.
Representing both sellers and buyers, Chuck has negotiated the sale of millions of
dollars of commercial land throughout the entire Kansas City Metropolitan area and
beyond.
CHUCK V. MUSSORICI
Vice President
T: 816.968.5816
F: 813.968-5890
chuck.mussorici@cbre.com
CLIENTS REPRESENTED
North Kansas City School
District
LADCO
Hunt Midwest Real Estate
Development, Inc.
Edward Rose and Sons
Pedcor Development
The Peterson Companies
Luke Draily Construction
Company
City of Raytown, Missouri
American Marking and
Paving
The Tutera Group
Robertson Development
The Bach Corporation
Jabez Development
The Peridian Group
Star Development
Prudential Carter/Duffey
Prior to joining CBRE, Chuck served as Vice President of Colliers Turley Martin Tucker’s
Land Services Group. He was tasked with developing a ground-up land division
resulting in tremendous success. Chuck began his commercial real estate career
serving as Vice President of Sales at The Land Source. He was instrumental in the
explosive growth of this small boutique land firm that doubled in size during his
tenure.
Chuck is a member of the CBRE Land Services Group, a nationwide network of
experienced professionals focused exclusively on land transactions. These entitlement
experts have extensive knowledge of local market conditions and the regulatory
process. CBRE Land Services Group leverages the vast CBRE Platform, drawing on
market experts in Capital Markets and other Brokerage specialties such as retail, office
and industrial. Our mission is to accelerate your success through superior market
knowledge, industry-leading technology and a global real estate perspective.
INDUSTRY ACHIEVEMENTS
National Association of Realtors, Member
Kansas City Regional Association of Realtors, Member
International Council of Shopping Centers, Member
CCIM Institute 2006 Scholarship Award Winner
COMMUNITY LEADERSHIP
United Way, Volunteer
Huntington’s Disease Society of America, Volunteer
Kansas City Public Television (KCPT), Volunteer
American Sons of Columbus, Member
EDUCATION
Maple Woods Community College and Park College
Personnel Assigned to Project
Michael J. Klamm, CCIM is the Managing Director for the Kansas City area. He
has over 30 years’ experience in commercial real estate and has essential skills in
several different key areas.
MIKE KLAMM, CCIM
Managing Director
T: 816.968.5847
F: 816.968.5890
mike.klamm@cbre.com
Mr. Klamm began his career by honing his skills in property management. For
several years, he served as a Regional Asset Manager for Equitable Real Estate
and was named Vice President of Asset Management for the St. Louis region in
1991, managing a portfolio valued at over $500 million. He returned to Kansas
City working with several institutions, such as Travelers and Prudential. He was the
Director of Property Management for Colliers Turley Martin Tucker's (CTMT)
Kansas City office from 1995 to 2000. In 2000, Mr. Klamm transitioned to
Investment Sales at CTMT selling several major assets in the Kansas City
Metropolitan area. In January of 2008, he joined CBRE as investment sales
professional and was appointed Managing Director of the Kansas City Office in
July 2010.
PROFESSIONAL AND CIVIC AFFILIATIONS
United Way, Leadership Circle Member
Downtown Council – CID – Board Member
Board Member – CCIM – KC Chapter
EDUCATION
B.B.A., University of Missouri
Licenses
Licenses
Organizational Chart
Experience with Similar Projects
CBRE has been engaged in a myriad of projects related to the Education Industry all across the United
States. Our experience ranges from Land Acquisitions/Dispositions, Project Management Services, to Real
Estate Consulting. For a sampling of our local expertise and recent experience, please find the attached
case studies.
Experience
with Similar
Projects
North Kansas City School District Case Study
NORTH KANSAS CITY SCHOOL DISTRICT
CHALLENGE
The North Kansas City School District was seeking a contiguous land site to
accommodate future expansion of Nashua Elementary School.
Services
Site Identification
Land Acquisition
Brokerage Services
CBRE Contact
Chuck Mussorici
CBRE Land Services Group
816.968.5816
chuck.mussorici@cbre.com
SOLUTION
CBRE identified a parcel for acquisition. Although the land was not for sale
and had an owner occupant in a single family structure, CBRE contacted
the owner directly, and facilitated a contract to purchase the property. This
process took approximately 120 days. The owner of the property had to be
relocated for this to happen.
RESULTS
The process took approximately 120 days. The owner of the property was
relocated, and CBRE facilitated the acquisition of 4.5 acres of contiguous
land for the North Kansas City School District for future expansion.
*Confidential
CBRE Vice President Chuck Mussorici is currently assisting the school
district in identifying land sites for future schools and expansion projects
and existing buildings for educational use as well as conducting a study on
an office building for education purposes for The North Kansas City School
District.
Please see Exhibit A; North Kansas City Site Search Deliverables
Olathe Public Schools Case Study
OLATHE PUBLIC SCHOOLS
Services
Asset Disposition
BBrokerage
k
Services
S i
CBRE
CB
RE Contact
C t t
Keith Baker
CBRE Brokerage
g Services
816.968.5883
keith.baker@cbre.com
CHALLENGE
The Olathe School district engaged CBRE to find a buyer for the Mill Creek
Campus which
C
hi h contained
t i d th
the
h original
i i l Ol
Olathe
th
h Hi
High
h SSchool,
h l b
built
ililt iin 1919
1919.
The challenge was finding a buyer that could use the multi-building
campus, and
and trying to find the right buyer for the antiquated facilities.
SOLUTION
CBRE marketed the property to a diverse audience. However, we expressed
to the school district that religious organizations would be a good
candidate
did
d
d t . We
W marketed
k t d it to
t churches,
h h
phi
hillanthropic
th i organization
i ti s,
schools, and developers that were skilled at adaptive reuse, as wells as
multti-family
mul
family and senior housing developers.
developers
RESULTS
CBRE procured a committed church organization who was prepared to
purchase the asset and the deal went to contract. The plan went before the
school
h l di
district
ti tb
board
d on ttwo separate
t occasions,
i
butt th
b
the
h school
h l di
district
t i t llater
t
decided that they had a need for the property. A segment of their student
population needed an alternative option to the traditional school
environment, and the district felt that it would be more cost effective to
utilize the asset already in their portfolio.
Please see Exhibit B; Mill Creek Campus Brochure
Projects Involving Purchase
Project Name &
Address
Size
Timeline
Owner
Representative
Project
Description
Tea
am
North Kansas City School
District Site Acquisition
4+/- acre tract
North Oak Nashua
2013 Sale
6 month process
Chuck Mussorici
Buyer Rep for NKCSD
Nashua Elementary
Future School
Expansion
Chuck Mussorici
Hunt Midwest Development
Steple Oaks
US 169 Hwy & 95th Terr
Kansas City, MO
40± acres of land
1997 Sale
3 months to locate
9 months to purchase
Ora Reynolds
President
Hunt Midwest
455-2700
Apartment
Development
Chuck Mussorici
Buyer Representation
Asphalt Plant HQ Search
2701 E 85th St
Kansas City, MO
20± acres of land
1998 Sale
1 month to locate
Chuck Calvert
President
Hot Mix Materials, Inc
2701 W 86th St
Kansas City, MO
816-333-1200
Asphalt Production
Plant Development
Chuck Mussorici
Buyer Representation
Turtle Wax Car Wash Portfolio
Kansas City, KS
Olathe, KS
Mission, KS
(3) Corporate
owned facilities
1999 Sale
2 months to locate
Henry Belfonte
President
Belfonte’s Premier Express
Car Wash
13340 State Line Rd
Kansas City, MO
816-941-2100
Car Wash Portfolio
Acquisition
Chuck Mussorici
Buyer Representative
Bank of America to Gen-Caz,
LLC
96th and Reinking Rd
Kansas City, MO
90 ± acres of land
2000 Sale
7 months to locate
1 month to purchase
Rod Calvert
Owner
6304 Cypress Ave
Kansas City, MO
816-365-2580
Bank owned Genesis
Development.
Acquired for
Investment
Chuck Mussorici
Bank of America to Star
Development Corp
43rd and N Oak Trafficway
Kansas City, MO
5,000 ±SF retail
branch facility
2000 Sale
1 month to locate
1 month to purchase
Timothy D Harris
President
Star Development Corp
244 W Mill St
Liberty, MO 64068
816-781-3322
Investment Purchase
Chuck Mussorici
Projects Involving Sale
Project Name &
Address
Size
Timeline
Owner
Representative
Project
Descrription
Team
Olathe Public Schools
93,778 SF
4.42 +/- acres
2012 Assignment
Keith Baker
CBRE
Kansas City, MO
Disposition of Assets
Keith Baker
Seller Representation
M&I Bank to Parkway
Holdings LLC
80th and M-1 Hwy
Kansas City, MO
80± Acres of
developed land
1999 Sale
1 year to sell
David Kane
Vice President
M&I Bank
Milwakkee, WI
Corporate HQ
Bank owned TIF
project commonly
known as
Renaissance
Chuck Mussorici
Valley Bank to Dunham
NEQ US 169 Hwy and I-435
Kansas City, MO
600± acres of
land
2012 Sale
16 months to sell
Scott Menke
Vice President
Valley Bank
Des Moines, IA
515-265-4880
Bank owned large
tract foreclosure
Chuck Mussorici
US Bank to Quality Properties
NEC Westridge Rd & 350
Hwy
Raytown, MO
47± acres of land
2000 Sale
7 months to sell
Daniel Lawlor
Vice President
US Bancorp
760-583-2615
Bank owned land
Chuck Mussorici
Ethan Allen
Zona Rosa Lifestyle Center
Kansas City, MO
22,000± retail
building
2011 Sale
12 months to sell
Ann Zacharia
Ethan Allen Corporate
New York, NY
Former Ethan Allen
sold to Michale’s Arts
& Crafts
Chuck Mussorici
Bank Midwest to S&K
US 169 Hwy & Englewood
Rd
Kansas City, MO
112± acres of
land
Pending May 21, 2012
Sale
9 months to sell
Tray Pancost
Vice President
Bank Midwest
Failed mixed use
project known as
Kinsley Forest
Chuck Mussorici
Budget
Budget
CBRE proposes to provide the requested services in exchange for
the following compensation:
6% Fee on Purchase
6% Fee on Sale
*Typically paid from Seller’s proceeds at closing.
Litigation
History
Litigation History
Litigation History
At various times, CBRE has been named as a defendant in lawsuits that have arisen in the
normal course of conducting operations. Most cases relate to personal injury cases (slip
and falls), taking place on properties where we provide third-party management services.
No lawsuit that has concluded had a material effect on the financial position of the
company. Likewise, based on the advice of legal counsel, CBRE management does not
believe that the outcome of any pending litigation will have a material effect on the
financial position of the company.
Consultant
References
Consultant References
References
BANK REFERENCES
Wells Fargo Bank
Los Angeles Regional Commercial Banking Office
333 South Grand Avenue
Los Angeles, CA 90071
Name of Bank Officer: Heather Frudakis
Relationship Associate
213.253.6137
BANK OF AMERICA, N.A.
Bank of America Merrill Lynch
Kammie Blanton
AVP, Dedicated Service Director
Global Client Services & Operations
Office: 888-715-1000 EXT 60291
PROJECT REFERENCES
Mark Graviett, LEEP AP BD+C
Assistant Director
North Kansas City Schools
Operations and Maintenance
816-413-5017
Daniel Clemens, Ed.D.
Assistant Superintendent
Administrative Services
816-413-5010
Robert M. Maggio
Executive Director
Support Services
816-413-5016
Paul Herrell
Chief Financial Officer
816-413-5026
Ora Reynolds
Hunt Midwest Development
816-455-2700
Craig Porter
President
Porter Lumber
816-918-7383
Consultant References
Chuck Calvert
President
Hot Mix Materials
816-333-1200
Brad H. Harvey
Vice President
Enterprise Bank and Trust
913-791-9172
Douglas Claussen
SRVP, OREO Officer III
Dickinson Financial Corporation
816-412-6039

PROPOSAL | REALTOR SERVICES

Transcription

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