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INTRODUCTION
INTRODUCTION
Who we are
Cresa is an international corporate real estate advisory firm that exclusively represents tenants and ­specializes in the delivery of
fully integrated real estate services including Transaction Management, Project ­Management, Strategic Services, Corporate
Solutions, Site Selection, Lease Administration, Capital Markets, Mission ­Critical Solutions, Relocation Management, and
Facilities Management. We are the largest and most ­experienced Tenant Representation firm in the world, in the U.S., in
California, and in Orange County.
What makes Cresa different?
Unlike virtually every other firm in Southern California, Cresa does not now, nor have we ever represented landlords, nor do
we own, manage or develop real estate. Consequently, we have no conflict of interest when we represent tenants. We can
aggressively negotiate without worrying about upsetting a current or future relationship with a landlord, or the relationship
that one of our fellow brokers may have. Our success is based 100% on how well we perform for tenants. Our clients report
that we have saved 10%- 15% over what other brokers achieve.
Why does this matter to me?
Real estate costs are typically the second or third largest expense item on a balance sheet, and we can have a huge impact
on reducing these costs and maximizing the efficiency of your real estate expenditures. We’ve grown to be the largest
Tenant Representation firm in the world because we have delivered on our promise of giving Tenant’s the advantage in
negotiations. You will make smarter real estate decisions with us as your partner.
Is this “conflict of interest” issue that important?
Yes! Most brokerage companies derive the bulk of their income from landlord listings. It would be foolish of them to
aggressively negotiate on behalf of a tenant and sour a relationship with a landlord who may give them business in the
future. In fact, there is a strong motivation to “steer” tenants toward landlords from whom the brokerage wants future
business. Individual brokers within these firms may represent themselves as “tenant only brokers”, but the same conflict
arises as pressure from their management and fellow brokers compromises their allegiance and objectivity. Cresa has no
such conflict of interest.
I’m just going to renew my lease. Why do I need a broker?
Your landlord considers you a captive tenant who is unlikely to move and therefore willing to pay whatever they ask. We
create competition for your tenancy by leveraging other landlords against your current ­landlord and by treating your current
premises as just one of many options. This forces your landlord to be as ­aggressive in pursuing your tenancy as if you were
not already there. We were retained by a division of a national bank to review a transaction they had negotiated with their
landlord to renew their 20,000 square foot lease. We informed the landlord that the terms were unacceptable and that we
intended to move, and then ignored them for 3 weeks while we solicited proposals from other building owners. Through
subsequent negotiations, we lowered the rent by 20% and eliminated many expensive provisions in the lease. The net result
was $870,000 less rent paid by our client.
My lease doesn’t expire for years. What do I need a broker for now?
The commercial real estate market is dynamic, and changing conditions can create opportunities to ­renegotiate leases for
significant savings. Addressing leasing needs on an on-going basis, rather than just when the lease expires, will save you
money.
What about other expenses such as moving costs, costs to remodel
space, etc.?
Cresa utilizes an integrated approach to solve our client’s needs, drawing on specialists from a broad range of disciplines.
By addressing all of the elements of a transaction, not just rent, we maximize the efficiency of the space for our clients while
minimizing the cost. This begins with a careful examination of current and future space needs and how they utilize space,
value engineering and managing the construction process, and lease management to insure that all of the negotiated
benefits are realized.
Can Cresa meet my needs for multiple locations around the country?
Yes. We are the largest tenant representation company in the world and can help you wherever your business takes you.
We have 58 offices covering over 300 markets throughout the world. We personally manage the transaction wherever it
might be, and stay involved from start to finish. We use brokers from our other offices for local knowledge. Our clients get
the best local knowledge combined with single-source accountability.
What about negotiating capability?
Perhaps best known for our aggressive negotiating skills, we base all of our negotiations on a bedrock of financial analysis
and modeling. This information gives us a powerful advantage in negotiations, including the obscure issues that can add
up to significant additional rent. Combined with the tenacity and aggressiveness that our independence affords us, we are
able to negotiate better deals than anyone. The result is less rent for a given space.
Can Cresa negotiate all types of transactions?
Absolutely! We do building and land acquisitions, build-to-suits, renegotiate leases, leases with purchase options or equity
participation, sale/leasebacks and straight leases. Our transaction portfolio includes every type of building: high-rise office,
suburban office, R&D, industrial, retail, etc.
How does Cresa get paid?
We split a fee with the landlord’s leasing agent, broker, or management company, and this fee is paid whether you have a
broker or not. Therefore, we do not increase the cost of the transaction, we do not cost you money, but we certainly will
save you money.
Matt Wiley
Principal
mwiley@cresa.com
BRE #: 00855383
Cresa Orange County
610 Newport Center Drive, Suite 500, Newport Beach, CA 92660
949.706.6600 tel | 949.706.6611 direct | 949.903.2062 cell | www.cresa.com/orangecounty
THE RISK OF CONFLICT.
THE RISK OFNationwide
CONFLICT Landlord Representation in SF
Nationwide Landlord Representation in SF
330,000,000
All providers
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185,000,000
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A failure to appropriately deal with ­actual or perceived
conflicts of interest could adversely affect our businesses.
Our company has a global platform with ­different business
lines and a broad client base and is therefore subject
to ­numerous ­potential, actual or perceived conflicts of
interests in the provision of services to our ­existingand
potential clients. For ­example, conflicts may arise from
our position as ­broker to both owners and tenants in
­commercial real estate lease transactions.
We have adopted various policies, controls and
procedures to address or limit ­actual or perceived
conflicts, but these policies and procedures may not be
adequate and may not be adhered to by our employees.
­Appropriately dealing with conflicts of interest is complex
and difficult and our reputation could be damaged
and cause us to lose existing clients or fail to gain new
clients if we fail, or appear to fail, to identify, disclose and
manage potential conflicts of interest, which could have
an adverse affect on our business, financial condition and
results of operations.
Our compan
client base a
perceived c
and potentia
as broker t
transactions
JLL 10-
208,000,000
CBRE 10-K Statement
A failure t
conflicts o
In addition,
changed to
informed co
can be no as
could cause
280,000,000
PUBLIC COMPANIES
CBRE 1
We have ado
actual or pe
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653,000,000
ZERO
PU
The same risk applies
to private companies.
In addition, it is possible that in some jurisdictions
regulations could be changed to limit our ability to act for
parties where conflicts exist even with informed consent,
which could limit our market share in those markets. There
can be no assurance that conflicts of interest will not arise
in the future that could cause material harm to us.
JLL 10-K Statement
All providers of professional services to clients, including
our Firm, must manage potential conflicts of interest.
This occurs ­principally where the primary duty of loyalty
we owe to one client may potentially be weakened or
compromised by a relationship we also maintain with
another client or third party. Corporate conflicts of interest
arise in the context of the services we provide as a Firm
to our different clients. Personal conflicts of interest on
the part of our employees are separately considered as
issues within the context of our Code of Business Ethics.
The failure or inability of the Firm to identify, disclose
and resolve potential conflicts of interest in a significant
situation could have a material adverse effect.
PRIVATE COMPANIES
The same risk applies to private companies.
PRI
The sam
CONFLICT OF INTEREST
In their own words. The following pledges have been taken directly from each firm’s website:
What they promise
TENANTS...
“We provide end-to-end services
including Real Estate benchmarking to
optimize portfolio.”
“We understand what motivates real
estate owners and use that insight
to negotiate in your favor. We make
the real estate process easier and
represent your interests only, without
compromise.”
“We will create a competition in the
marketplace for your tenancy to
pressure your landlord to offer the
most favorable terms”
“We advise commercial tenants
exclusively —no landlords, no
developers— so we can be
completely objective and conflictfree. By concentrating singlemindedly on tenant issues, we
gain both the perspective and the
experience to level the playing
field in landlord-tenant relations.
We are, in every sense, The
Tenant’s Advantage.”
What they promise your
LANDLORD...
“...We create a competitive
advantage that impacts [Landlord]
clients’ bottom line.”
“We’ll help you meet your financial
goals by taking a proactive approach
to positioning your property, securing
tenants and maximizing rental rates.”
“We will rapidly lease your available
space to credit worthy tenants
at above-market rents, through
effective positioning and aggressive
negotiation.”
Cresa only makes promises to
tenants.
Strategic Planning
Transaction Management
Project Management
The Tenant’s Advantage
Approaching
space issues the
right way.
Behind every commercial real estate transaction there
is a business challenge that needs to be addressed.
At Cresa, our approach is to reach a thorough
understanding of that challenge before we look into
its solution.
Wherever you are in the real estate life cycle, whatever
the size of your transaction or project, our tenant
advisors will address your strategic needs with best
practices we’ve developed and refined from our
extensive experience in a wide range of industries.
Our three Core Services—Strategic Planning,
Transaction Management, and Project Management—
are all designed to help us help your company in
a disciplined, tenant-focused manner. These core
services are truly integrated, with managers from
each regularly advising on issues encountered by the
other two, assuring that the right people with the
right experience are involved in your space decisions,
every step of the way.
Strategic
Planning
Putting your business needs first
When you bring in Cresa advisors early
in the planning process, they can help
you define your business goals, analyze
your current situation in the context of
those goals, and then formulate a real
estate strategy around them.
n
n
n
n
n
n
eeds Assessment—We meet with
N
you to talk about your business,
zeroing in on issues that might affect
your real estate needs, both
immediately and in the future.
rogramming—We help you evaluate
P
your space needs from a work process
point of view—what kind of space it
should be, which units need to be
adjacent to each other, how much
ancillary space is required, etc.
orkplace Evolution—We show
W
you options you may not have thought
of, based on changes we see in
workplace best practices, to better
align your new space to the needs of
your business culture.
chedule—We help you understand
S
how much time is required for each
part of the process, and then we work
out a timetable for everything—from
the location search to the negotiations
to the build-out and move-in.
menities—What kind of space
A
do you need? How large should the
work spaces be? What features are
important? We work with you to fit the
space to the personality of your
company and the expectations of
your workers.
ocation—We help you assess
L
various locations in terms of the cost,
transportation, neighborhood,
educational institutions, cultural
attractions, flexibility, and promotion
of your corporate brand.
n
Image—With the understanding that
different buildings project different
images, we work with you to match your
new space to the brand personality you
wish to project.
Transaction
Management
Finding the right space
Our transaction specialists can help you
navigate the myriad complexities that are
part of any real estate transaction. We have
disciplined processes in place to analyze
your space needs, manage the selection
process, and weigh the many variables
against the business goals you’ve defined.
n
n
n
n
M
arket Study—Based on our
understanding of your space
requirements, we identify the buildings or
sites that fit your criteria, making sure that
the options are within your budget and
have the required space available.
ours—Once we’ve identified potential
T
spaces, we’ll arrange on-site tours that
show you firsthand the pluses and
minuses of each, helping you see beyond
the numbers to the reality of the locations
under consideration.
easibility Planning—Depending on
F
how you plan to use your space and
deploy your workers, some spaces will
work better than others. We will help you
determine which spaces lend themselves
to the workplace you have in mind.
Landlord RFPs—Once we’ve narrowed
down your options to a select few
spaces, we solicit offers from the various
landlords, including the costs, amenities,
tenant allowances, and any incentives
that might sweeten the deal.
n
n
inancial Analysis—With offers from
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the landlords in hand, we then assess
each proposal from a financial
standpoint—monetizing the various
terms and comparing apples to
apples—so we can arrive at a
recommendation.
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egotiations—Once the offers are on
the table, we conduct the actual
negotiations. Here we use our detailed
knowledge of the market—including
recent deals within the same building—
to add to your leverage.
Project
Management
Making it all work
Whatever real estate project you have
in mind, we have the people who can
implement it. We’ll manage the planning
and design, gather the right team, and
direct the construction and occupancy
processes—keeping a close eye on the
budget the whole time.
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chedule—We oversee the design and
S
construction schedules, informing you of
key dates and making sure that your
people have ample time to plan their
move with a minimum of disruption.
roject Team Development—We
P
manage the process of picking the
right project team partners, including:
– General contractors to perform the
actual construction; we also monitor
their selection of subcontractors
– Voice/data suppliers to provide the
infrastructure for your phone system,
data networks, and internet services
– Vendors to supply furniture, fixtures,
equipment, art, food service, or
whatever else you require
n
n
B
udget—We take charge of the
spending for your project, advising you
of any issues along the way—pointing
out possible savings and
recommending supplementary funding
for higher levels of amenities.
ngineering Value—We show you
E
new ways to add value, so you can get
the most out of your design for the
least cost.
– Architects, interior designers, lighting
designers, MEP and other engineers,
landscape designers, and more
Our project managers often take an
active role in both the strategy and
transaction phases of a project, advising
on issues of programming, workplace
feasibility, cost, and other challenges
that may affect the ultimate build-out of
the space.
n
orkplace Plans—We advise on
W
workplace strategies, create a rough
outline of how your space will be built
out to accommodate your people, and
test-fit multiple sites, and then we
select the architect to formally draw up
the plan.
oordination of Installs—We
C
supervise the systematic installation of
cabling, audiovisual components,
office and system furniture, graphics,
signage, artwork, food service, and
the multitude of other items required in
a working office, making sure all
contractor schedules are coordinated.
elocation Management—We
R
execute your entire move, performing
as many of the specific tasks as you
need—planning the transition, training
your internal teams, hiring the mover,
packing and unpacking, setting up
computers, and more—so that your
people can keep working with as few
distractions as possible.
Keeping
your
business
on track
The idea underlying
all our core services
is that you and your
people should be
able to function at
optimal levels—
focusing completely
on your core
business—even as
you move to your
new space.
In other words, we do
what we do best so
that you can do what
you do best.
The Automobile Club of Southern California
SAN DIEGO, CA
109,000 SF
TORRANCE, CA
59,000 SF
COSTA MESA, CA
46,000 SF
HONOLULU, HI
15,000 SF
HUNTINGTON BEACH, CA
11,500 SF
HONOLULU, HI
7,400 SF
LADERA RANCH, CA
6,600 SF
LOS ALAMITOS, CA
6,000 SF
MISSION VIEJO, CA
5,900 SF
MONTPEILIER, VT
3,800 SF
SAN ANTONIO, TX
1,800 SF
WEST LEBANON, NH
1,800 SF
Experience
Southland Industries
Experience
UNION CITY, CA
86,000 SF
LAS VEGAS, NV
45,000 SF
GARDEN GROVE, CA
35,000 SF
CITY OF INDUSTRY, CA
15,000 SF
LAS VEGAS, NV
15,000 SF
TEMPE, AZ
14,000 SF
IRVINE, CA
13,000 SF
SANTA FE SPRINGS, CA
9,000 SF
BALTIMORE, MD
4,500 SF
ANAHEIM HILLS, CA
4,300 SF
LAS VEGAS, NV
2,800 SF
POWAY, CA
1,800 SF
Southland Industries
CENTENNIAL, CO
18,550 SF
SPARKS, NV
9,900 SF
CONCORD, CA
1,200 SF
California Bank & Trust
LOS ANGELES, CA
35,000 SF
IRVINE, CA
32,900 SF
MID-WILSHIRE, CA
9,250 SF
PASADENA, CA
9,000 SF
COSTA MESA, CA
8,500 SF
CENTURY CITY, CA
8,100 SF
SANTA MONICA, CA
7,200 SF
BREA, CA
5,600 SF
CORONA, CA
5,200 SF
Experience
California Bank & Trust
CLAREMONT, CA
4,600 SF
SAN CLEMENTE, CA
3,900 SF
MID-WILSHIRE, CA
3,500 SF
Fashion Institute of Design & Merchandising (“FIDM”)
LOS ANGELES, CA
100,000 SF
SAN FRANCISCO, CA
56,000 SF
IRVINE, CA
52,000 SF
COSTA MESA, CA
48,000 SF
SAN DIEGO, CA
33,500 SF
LOS ANGELES, CA
7,000 SF
Carlton, DiSante & Freudenberger
IRVINE, CA
15,000 SF
Experience
SAN DIEGO, CA
7,500 SF
LOS ANGELES, CA
5,100 SF
State of California
CERRITOS, CA
10,500 SF
ORANGE, CA
9,000 SF
LAGUNA NIGUEL, CA
7,000 SF
CommerceWest Bank
IRVINE, CA
9,500 SF
NEWPORT BEACH, CA
9,300 SF
CORONA, CA
4,200 SF
Dana Capital
IRVINE, CA
24,000 SF
IRVINE, CA
11,000 SF
LAGUNA WOODS, CA
11,000 SF
LAS VEGAS, NV
4,800 SF
IRVINE, CA
3,000 SF
AUSTIN, TX
1,600 SF
Experience
Pacific Office Centers
Experience
SAN DIEGO, CA
54,000 SF
LAGUNA NIGUEL, CA
24,500 SF
LA JOLLA (SAN DIEGO), CA
18,600 SF
NEWPORT BEACH, CA
18,500 SF
NEWPORT BEACH, CA
17,900 SF
HUNTINGTON BEACH, CA
17,500 SF
ORANGE, CA
17,500 SF
ORANGE, CA
17,000 SF
IRVINE, CA
16,500 SF
COSTA MESA, CA
16,000 SF
UNIVERSAL CITY, CA
15,000 SF
ONTARIO, CA
13,200 SF
ABM Industries, Inc.
IRVINE, CA
22,000 SF
ORANGE, CA
17,500 SF
SAN JOSE, CA
15,000 SF
UNIVERSAL CITY, CA
15,000 SF
ONTARIO, CA
13,200 SF
SAN DIEGO, CA
11,000 SF
SACRAMENTO, CA
10,700 SF
POMONA, CA
10,600 SF
WEST SACRAMENTO, CA
9,600 SF
SACRAMENTO, CA
8,300 SF
SAN JOSE, CA
7,000 SF
FRESNO, CA
6,000 SF
Experience
ABM Industries, Inc.
BAKERSFIELD, CA
5,300 SF
SANTA ROSE, CA
5,000 SF
IRVINE, CA
4,800 SF
Dana Capital
IRVINE, CA
24,000 SF
IRVINE, CA
11,000 SF
LAGUNA WOODS, CA
11,000 SF
LAS VEGAS, NV
4,800 SF
IRVINE (DCG HOME LOANS), CA
11,000 SF
AUSTIN, TX
1,600 SF
California State Automobile Association
IRVINE, CA
105,000 SF
Experience
CONCORD, CA
24,000 SF
LONG BEACH, CA
4,500 SF
Major Corporate Experience
CASTLEROCK LENDING
Newport Beach, CA
7,2000 SF
LARSEN & ASSOCIATES
Costa Mesa, CA
5,500 SF
LIFESCAPES
Newport Beach, CA
8,000 SF
AVOCET ENVIRONMENTAL
Irvine, CA
5,400 SF
RAYMOND GROUP
Las Vegas, NV
9.13 Acres
NEW ERA CAP
Irvine, CA
5,000 SF
PARKER & COVERT, LLP
Tustin, CA
8,500 SF
BROWN-FOREMAN
Newport Beach, CA
14,600 SF
DIEHL EVANS & COMPANY
Irvine, CA
7,700 SF
BRADY, VORWERCK, RYDER &
CASPINO
Orange, CA
18,000 SF
ECHO LOANS
Irvine, CA
11,500 SF
RABOBANKS
Hemet, CA
5,100 SF
Experience
Major Corporate Experience
Experience
BRYAN CAVE
Irvine, CA
18,600 SF
SECURITY PACIFIC BUSINESS CREDIT
Pasadena, CA
22,000 SF
RESIDENTIAL FIRST MORTGAGE
Newport Beach, CA
6,500 SF
BANK OF THE WEST
Brea, CA
4,400 SF
CLARK CONSTRUCTION GROUP
Costa Mesa, CA
7,000 SF
MERITLENDING.COM
Costa Mesa, CA
15,500 SF
WESTERN UNITED INSURANCE
Irvine, CA
105,000 SF
FOOTE, CONE & BELDING
Santa Ana, CA
37,000 SF
CARPENTER & COMPANY
Irvine, CA
9,400 SF
DONAHUE SCHRIBER
Costa Mesa, CA
42,000 SF
GREEN CAPITAL
Irvine, CA
5,400 SF
GREEN CAPITAL
Laguna Woods, CA
2,700 SF
Major Corporate Experience
BRISTOL WEST INSURANCE
Garden Grove, CA
30,000 SF
COMERICA BANK
Costa Mesa, CA
22,000 SF
CORELINK STAFFING
Irvine, CA
7,200 SF
E*TRADE
Irvine, CA
25,000 SF
THE GENEVA COMPANIES
Irvine, CA
5,200 SF
KUMON NORTH AMERICA
Orange, CA
3,300 SF
FRIEDMAN, STROFFE & GERARD
Newport Beach, CA
10,900 SF
CENTURY 21
Laguna Hills, CA
5,200 SF
FIRMENICH
Anaheim, CA
42,000 SF
ACHIEVA COLLEGE PREP CENTER
San Mateo, CA
13,000 SF
PACIOLAN, INC.
Irvine, CA
40,000 SF
THE HOBBS GROUP
Aliso Viejo, CA
4,200 SF
Experience
Major Corporate Experience
Experience
CROWELL WEEDON & COMPANY
Newport Beach, CA
7,600 SF
ROSE, KLEIN & MARIAS
Orange, CA
6,900 SF
DENTICARE
Laguna Niguel, CA
23,000 SF
PACIFIC COAST CHURCH
San Clemente, CA
4,600 SF
CRAIN COMMUNICATIONS
Irvine, CA
5,200 SF
SCIENCE APPLICATIONS
INTERNATIONAL CORPORATION
Laguna Hills, CA
3,800 SF
AMERICAN DEVELOPMENT
Santa Ana, CA
21,000 SF
CANON USA
Costa Mesa, CA
80,000 SF
EAGLE ONE GOLF
Anaheim, CA
27,000 SF
MCGINN ACTUARIES
Anaheim, CA
3,800 SF
SAGE CREDIT CORPORATION
Irvine, CA
24,000 SF
GERINET PHYSICIAN SERVICES
Costa Mesa, CA
4,500 SF
Major Corporate Experience
NEW SOURCE CREDIT CORP.
Santa Ana, CA
4,300 SF
GERINET PHYSICIAN SERVICES
Downey,CA
5,700 SF
FARMERS INSURANCE
Anaheim, CA
2,400 SF
CANYON ACRES CHILDREN &
FAMILY SERVICES
Orange, CA
12,700 SF
RUBICON ENGINEERING
Irvine, CA
3,500 SF
CHICK-FIL-A
Irvine, CA
9,900 SF
CYMRIC FAMILY OFFICE SERVICES
Costa Mesa, CA
3,800 SF
ASCO POWER TECHNOLOGIES
Anaheim, CA
4,000 SF
PRICE, COOKE & GARY
Irvine, CA
3,500 SF
VIDEO APPLICATIONS & SCHARFF
WEISBURG
Tustin, CA
33,000 SF
CLARK CONSTRUCTION
Costa Mesa, CA
7,000 SF
CALIFORNIA STATE AUTOMOBILE
ASSOCIATION
Salt Lake City, UT
4,500 SF
Experience
The Tenant’s Advantage
Accolades
We’ve always been
strong advocates
for our clients.
Apparently, they’re
strong advocates
for us.
The Watkins Research Group ranked Cresa
#1 in Client Advocacy
he Watkins Survey – An Industry Benchmark
T
The Watkins Research Group, Inc., in a joint project with Flashpõhler Research Group, conducted
interviews with 208 corporate real estate decision makers, representing North America's largest users
of commercial real estate services. The survey evaluated 23 corporate real estate service providers
and identified key considerations in selecting these providers.
What Does
This Mean?
We think the Watkins Survey has a lot
to say about corporate real estate
service firms—and what clients actually
think of them. And no matter how you
read the survey, they clearly think highly
of us.
It confirms that our way of
doing business is in sync
with what clients want—that
our clients don’t just like
us, they recommend us.
But we’re not about to let this go to our
heads. We understand that client service
never ends—to keep your business
we have to prove ourselves every day
of the week.
As the survey would indicate, we intend
to keep doing exactly that.
Clearly
Recommended
It’s the most significant question you
can ask the clients of any service
organization: “Would you recommend
this firm to a peer?” When the Watkins
people asked it of over 200 users
of corporate real estate services, then
measured the responses for 23 service
providers—including every major
global firm—it wasn’t even close:
75.4%
27.6%
Cresa
Competitor 1
21.5%
Competitor 2
0%
-5.9%
Competitor 3
Competitor 4
Our Client Advocate Score
(CAS) is 75.4%. The #2 firm
got a 27.6%.
A positive Client Advocate Score meant
more clients would recommend their
service provider than would not. Only
3 firms got a positive score, as you can
see from the top 5 firms shown here.
Strong Bottom Line & Client Orientation
MOST DESIRABLE
Strong Adds to Bottom Line
• Monitors performance with metrics
• Is business savvy
• Delivers results on-time & within agreed
upon budget
• Uses state-of-the-art technology
The Watkins Survey also looked at what
goes into selecting a firm. They took
client perceptions of two factors: “Adds
to Bottom Line” and “Strong Client
Orientation.” Service providers that are
strong in both these areas appear in the
upper right corner of the chart. You can
also see that we were about as high and
to the right as we could go.
When corporate real estate
executives rated us on our
ability to add to their bottom
line and have a strong client
orientation, we were almost
off the chart.
Strong Client Orientation
LEAST DESIRABLE
Weak Bottom Line & Client Orientation
Other CRE Service Providers
Cresa
• Adapts their services to fit your firm’s
needs/culture
• Has Rational pricing
• Has a strong reputation and is
respected in the industry
• Understands and avoids conflict of interest
Weak
Strong
Clearly Superior
Client Service
Is a financially strong company
Understands and avoids
conflict of interest
Has a strong reputation and is
respected in the industry
Finally, the Watkins survey measured
ten factors deemed critical for effective
client service.
Has rational pricing
When they scored each
of those ten factors
individually, Cresa ranked
#1 or #2 in seven factors.
Delivers results on-time and
within agreed upon budget
Adapts their services to fit your
firm’s needs/culture
When a single Combined Factor
Rating was posted, we finished in
the Top Two.
Monitors performance with metrics
Uses state-of-the-art technology
And when it came to the average rating
of all 23 firms, we beat the average in
all ten factors.
Is Business savvy
Has offices in all major global
markets where I need them
Cresa
2013 Overall Mean
Clearly Worth
Selecting
0
5
10
Matt Wiley
Principal
Cresa Orange County
610 Newport Center Drive
Suite 500
Newport Beach, CA 92660
949.706.6600 tel
949.706.6611 direct
949.903.2062 mobile
mwiley@cresa.com
Affiliations
• Newport Elementary School
Foundation
• Boy Scouts of America
• Newport Harbor Yacht Club
• Newport Harbor High School
Foundation
Education
• San Diego State University,
Bachelor of Science, Business
Administration Marketing
• Pepperdine University, Master’s
Degree candidate
• Commercial Investment Real
Estate Council, Certificate in
Real Estate Investment Analysis
• Vass Company, Certificate of
Negotiations
Matt Wiley has over 25 years of experience representing tenants in
more than 700 transactions with a total value in excess of $1 billion.
He is one of the most accomplished brokers in Orange County
specializing in the representation of Tenants.
Early in his career, Matt represented C.J. Segerstrom and Sons in
leasing their projects around South Coast Plaza, gaining invaluable
insight into the mindset of developers and how to extract the
maximum concessions for his clients.
Matt’s clients range from small single-office users to Orange Countybased companies with offices throughout the world. Matt’s goal is
to become a partner in the success of his clients, creating real estate
solutions that help them grow and prosper.
Matt’s education includes a degree in Business Administration from
San Diego State University, Masters Degree work from Pepperdine
University, a certificate from the Commercial Investment Real
Estate Council in real estate investment analysis, and a certificate in
negotiations from the Vass Company.
Matt is active in the community, currently serving on the Newport
Harbor High School and Newport Elementary School Foundations,
on the Board for the Newport Harbor Junior Sailing Program;
has served as a member of the Board of Directors and Executive
Committee of the Newport Beach Sea Scout Base and as a District
Chairman for the Boy Scouts of America. He is a member of
Newport Harbor Yacht Club and regularly competes in local and
international yacht races.
Matt lives in Newport Beach with his wife and their three children.
License# 00855383