LA PLAZA PACIFICA - Jesse Lee La Plaza Dana Poin… · and arrive at an independent evaluation of...

The information contained herein has been carefully compiled from sources we consider reliable, and while not guaranteed as to completeness or accuracy, we believe it to be correct as of this date. The proforma revenues and expenses set forth in this brochure do not constitute a representation, warranty, or guaranty of any of the numbers set forth herein or of any economic value attributable to the property or income that may be derived therefrom. Independent estimates of proforma revenues and expenses should be developed before any decision is made on whether to invest in the property.

18301 Von Karman Avenue, Suite 800Irvine, CA 92612Phone: (949) 221–1800Fax: (949) 221–1830www.farislee.com

LA PLAZA PACIFICA34052 LA PLAZA DRIVE, DANA POINT, CA 92629

Jeff ConoverSenior Managing [email protected](949) 221-1810R.E. License No. 01008195

EXCLUSIVE BROKER:

STATEMENT OF CONFIDENTIALITY & DISCLAIMERFaris Lee Investments (“FLI”) has been engaged as the exclusive financial advisor to the Seller in connection with Seller’s solicitation of offers for the purchase of the property known as La Plaza Pacifica, City of Dana Point, County of Orange, State of California. Prospective purchasers are advised that as part of the solicitation process, Seller will be evaluating a number of factors including the current financial qualifications of the prospective purchaser. Seller expressly reserves the right in its sole and absolute discretion to evaluate the terms and conditions of any offer and to reject any offer without providing a reason therefore. Further, Seller reserves the right to terminate the solicitation process at any time prior to final execution of the Purchase Agreement.

The information contained in this Offering Memorandum is confidential and furnished solely for the purpose of a review by a prospective purchaser of the Property, and it is not to be used for any other purpose or made available to any other person without the express written consent of Seller or FLI. The material is based in part upon information supplied by the Seller and in part upon financial information obtained by FLI from sources it deems reasonably reliable. Summaries of any documents are not intended to be comprehensive or all-inclusive, but rather only outline some of the provisions contained therein and qualified in their entirety by the actual document to which they relate.

No representation or warranty, expressed or implied, is made by the Seller, FLI, or any of their respective affiliates as to the accuracy or completeness of the information contained herein. Prospective purchasers should make their own projections and form their own conclusions without reliance upon the material contained herein and conduct their own due diligence, including engineering and environmental inspections, to determine the condition of the Property and the existence of any potentially hazardous material located at the Property site or used in the construction or maintenance of the building at the Property site.

A prospective purchaser’s sole and exclusive rights with respect to this prospective transaction, the Property, or information provided herein or in connection with the sale of the Property shall be limited to those expressly provided in an executed Purchase Agreement and shall be subject to the terms thereof. In no event shall a prospective purchaser have any other claims against Seller or FLI or any of their affiliates or any of their respective officers, directors, shareholders, owners, employees, or agents for any damages, liability, or causes of action relating to this solicitation process or the marketing or sale of the Property.

Prospective purchasers are not to construe the contents of this Offering Memorandum or any prior or subsequent communication from FLI or Seller or their affiliates or any of their respective officers, directors, shareholders, owners, employees, or agents as legal, tax, or other advice. Prior to submitting an offer, prospective purchasers should consult with their own legal counsel and personal and tax advisors to determine the consequences of an investment in the Property and arrive at an independent evaluation of such investment.

PRICING ANALYSIS || 14+

AREA OVERVIEW || 18+

PROPERTY OVERVIEW || 4+

TABLE OF CONTENTS

Property Overview

INVESTMENT SUMMARY

The subject offering represents the rare opportunity for an investor to acquire the fee simple simple interest (land & building) in a high-profile, irreplaceable, 2-story mixed-use office building in the heart of South Orange County’s premier coastal community of Dana Point, California.

The 14,891 SF La Plaza Pacifica hosts (13) tenants, of which (3) are cellular tower/satellites, and is currently 95% leased. The majority of the leases are triple-net (NNN) whereby the expenses are passed-through to the tenants. There are (60) dedicated parking stalls which includes street level and subterranean parking. 4 parking stalls per 1,000 SF of leasable area. Additionally, the subject property is elevator served.

LOCATION SUMMARY

La Plaza Pacifica is located at the signalized, hard corner intersection of PCH (Hwy 1) & Golden Lantern with 37,000 cars per day drive-by (approx). The subject property is located within the Downtown Plaza surrounded by retail, restaurants, supermarket, banks and residential. The Downtown Plaza hosts an outside ampitheater for community social gatherings and concerts. In addition, La Plaza Pacifica is located within the newly revitalized “Lantern District”, with multiple mixed-use retail and apartment projects slated to be developed across the street. La Plaza Pacifica is within close proximity to Dana Point Harbor, Doheny State Beach, the Ritz Carlton and St. Regis Hotels. High income demographics and dense population benefit the subject property. The average household income is $138,000, and there are over 141,000 people plus an additional 43,000 daytime employees within a 5-mile radius.

OFFERING

Price: $7,360,000Cap Rate: 5.00%NOI: $367,996

PrOPerty OverviewLA PLAZA PACIFICA [ 5 ]

PROPERTY OVERVIEW

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TOTAL FLOOR AREA

14,891 SF

RENTABLE AREA

14,268 SF

LAND SIZE

18,943 SF

OWNERSHIP INTEREST

Fee Simple (Land & Building)

ADDRESS

34052 La Plaza Drive, Dana Point, CA 92629

ZONING

TC-MU - Town Center Mixed-Use

ACCESS

There are four (4) access points, two (2) along La Plaza, one (1) along Pacific Coast Highway/State Highway 1 and one (1) along Street of the Golden Lantern.

TRAFFIC COUNTS (COSTAR 2014) Vehicles Per DayStreet of the Golden Lantern: 17,000Pacific Coast Highway/State Highway 1: 20,000

Intersection Total: 37,000

IMPROVEMENTS

There is approximately 15,116 SF of existing building area.

PARKING

There are approximately 60 dedicated parking stalls on the owned parcel that includes street level and subterranean parking. The parking ratio is approximately 4 parking stalls per 1,000 SF of leasable area.

YEAR BUILT

1990

ELEVATOR SERVED

Yes

PARCEL MAP

PARCEL ACRES SQUARE FEET682-275-17 0.44 18,943


PROPERTY SPECIFICATIONS

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IRREPLACEABLE SOUTH ORANGE COUNTY/ COASTAL DANA POINT LOCATION » Strong intrinsic value

» High barrier of entry

» Landmark investment within the “Lantern District”

» Pride of ownership

LANDMARK INVESTMENT WITHIN THE “LANTERN DISTRICT” » Located in the heart of Dana Point

» Part of the newly revitalized high-profile Downtown District

» Across from (3) proposed mixed-use projects that will consist of 178 apartment units and 57,000 SF of retail

» Surrounded by residential, retail, restaurants, supermarket, bank and businesses on PCH

» Part of the Downtown Plaza environment hosting restaurants, retail, office and outside community activities

HIGH INCOME ($138,000)/ DENSE INFILL COASTAL DEMOGRAPHICS » Highly affluent population base

» Over 141,000 people within 5-miles

» Over 43,000 daytime employees within 5-miles

» Close proximity to ritz Carlton & St. regis Hotels

ON-SITE PARKING / 60 STALLS (4 : 1,000) » Both street level and subterranean parking adds to the

intrinsic value of the real estate

PRIDE OF OWNERSHIP » rare coastal ownership in affluent South Orange County

» Legacy property

NEW FINANCING AVAILABLE . » Buyer to take advantage of historical low interest rates

(3) CELL TOWER TENANTS » Long term security tenants for the investor

» Upside opportunity to increase rents

» very rarely move from established and approved locations

» At&t/ Cingular, t-Mobile and verizon wireless

UPSIDE OPPORTUNITY » Converting the gross leases to triple-net (NNN)

» Substantially increasing cell-tower rents upon lease expirations


INVESTMENT HIGHLIGHTS


AERIAL VIEW

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LOCATION MAP

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AERIAL VIEW

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ON-SITE AND SUBTERRANEAN PARKING

ELEVATOR SERVICE


ADDITIONAL PROPERTY PHOTOS


AERIAL VIEW - TRADE AREA

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Street of the Golden Lantern

Subterranean Parking Access Subterranean Parking Access

La Plaza

Pacific Coast Highw

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SITE PLAN NOT TO SCALE


SITE PLAN

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Pricing Analysis

101 1,354 9% $3,699 $2.73 $44,386 $32.78 11% Nov-2017 3% $3,810 $2.81 $45,718 $33.77 NNN 10/1/2008 11/30/2018 None

102 1,735 12% $4,558 $2.63 $54,692 $31.52 13% Mar-2017 3% $4,694 $2.71 $56,333 $32.47 NNN 7/1/2004 2/28/2019 NoneMar-2018 3% $4,835 $2.79 $58,023 $33.44

103 780 5% $1,755 $2.25 $21,060 $27.00 5% - - - - - - - - - -

104 1,558 11% $3,554 $2.28 $42,644 $27.37 11% Jul-2017 3% $3,660 $2.35 $43,924 $28.19 NNN 7/1/2009 6/30/2019 NoneJul-2018 3% $3,770 $2.42 $45,241 $29.04

105 888 6% $1,998 $2.25 $23,976 $27.00 6% Aug-2017 3% $2,058 $2.32 $24,695 $27.81 NNN 1/1/2009 7/31/2021 NoneAug-2018 3% $2,120 $2.39 $25,436 $28.64Aug-2019 3% $2,183 $2.46 $26,199 $29.50Aug-2020 3% $2,249 $2.53 $26,985 $30.39

106 1,064 7% $1,862 $1.75 $22,344 $21.00 6% Jan-2017 3% $1,915 $1.80 $22,982 $21.60 NNN 1/1/2015 12/31/2019 NoneJan-2018 3% $1,968 $1.85 $23,621 $22.20

107 Arlene K. Unger, PHD 509 4% $1,247 $2.45 $14,965 $29.40 4% NNN 9/1/2007 1/31/2017 None

201 MyCustomerData.com 3,047 21% $4,571 $1.50 $54,846 $18.00 14% NNN 11/1/2016 10/31/2018 None

204 Videonomics 1,000 7% $1,600 $1.60 $19,200 $19.20 5% NNN 11/1/2014 10/31/2017 None

205 Hayward Capital, Inc. 673 5% $1,359 $2.02 $16,314 $24.24 4% Mod. Gross 6/1/2014 5/31/2017 None

206 Gold Coast Financial 1,260 9% $3,267 $2.59 $39,204 $31.11 10% Jun-2017 2% $3,341 $2.65 $40,095 $31.82 Mod. Gross 6/1/2010 5/31/2019 NoneJun-2018 2% $3,416 $2.71 $40,986 $32.53

SAT 1 AT&T / Cingular 400 3% $4,366 $10.91 $52,389 $130.97 13% May-2017 5% $4,584 $11.46 $55,008 $137.52 Mod. Gross 5/5/2000 5/5/2019 2 (5-Year)May-2018 5% $4,813 $12.03 $57,759 $144.40 @ $5306.60 / monthMay-2019 5% $5,054 $12.63 $60,647 $151.62 5% Annual Inc.

Gross Rentable Area (GRA)

Total Occupied 13,488 95% $32,080 $2.38 $384,960 $28.54 95%Total Vacant 780 5% $1,755 $2.25 $21,060 $27.00 5%

Total / Wtd. Avg: 14,268 100% $33,835 $2.37 $406,020 $28.46 100%

SAT 2 T-Mobile 400 64% $1,823 $4.56 $21,876 $54.69 45% Gross 1/1/2016 12/31/2020 None

SAT 3 Verizon Wireless 223 36% $2,185 $9.80 $26,225 $117.60 55% May-2017 3% $2,251 $10.09 $27,012 $121.13 5/6/2013 5/6/2018 4 (5-Year)@ $2,318.55 / month

3% Annual Inc.Non Rentable Area

Total Occupied 623 100% $4,008 $6.43 $48,102 $77.21 100%Total Vacant 0 0% $0 $0 $0 $0.00 0%

Total / Wtd. Avg: 623 100% $4,008 $6.43 $48,102 $77.21 100%

Total Gross Floor Area (GFA)

Total Occupied 14,111 95% $36,088 $2.56 $433,062 $30.69 95%Total Vacant 780 5% $1,755 $2.25 $21,060 $27.00 5%

Total / Wtd. Avg: 14,891 100% $37,843 $2.54 $454,122 $30.50 100%

Judy Bourget, MD

No Increases

No Increases

No Increases

No Increases

LeaseExpiration

DateLease Options

CurrentAnnual

Rent

AnnualRent$/SF

Rental IncreasesIncrease

Date Increase MonthlyRent

Monthly$/SF

AnnualRent

Annual$/SF

% of Total (Rent)

CAM Recovery

Type

LeaseStartDate

Modified Gross

No Increases

Suite # Tenant Size (SF)

% of Total (SF)

MonthlyRent$/SF

Current Monthly

Rent

MemorialCare Medical Foundation

Cycleogical, Inc.

Cellular Towers / Satellites (Included in GFA Only)

Retail & Office (GRA)Richard J. Kempert

Dana Point Family Med.

Vacant

The above information has been obtained from sources we believe to be reliable, however we cannot accept responsibility for its correctness.

PriCing AnALySiSLA PLAZA PACIFICA [ 15 ]

RENT ROLL

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Financial Information Estimated Potential 1st Loan:Price: $7,360,000 Loan Amount: $3,680,000 50%Price/SF: $516 Down Payment: $3,680,000 50%

Payment (monthly): ($18,103)Interest Rate: 4.25%Amortization: 30 years

Property Specifications Maturity: 10 yearsRentable Area: 14,268 SFTotal Floor Area: 14,891 SFLand Area: 18,943 SFYear Built: 1990Address: 34052 La Plaza Drive

Dana Point, CA 92629APN: 682-275-17

Estimated Operating Information In-Place

Gross Potential Rent $454,122Plus Recapture $191,404

Tot. Gross Potential Income $645,526Less Vacancy (Rent) ($21,060) 5%Less Vacancy (NNN) ($13,294) 7%

Effective Gross Income $611,172Less Expenses ($243,176)

Net Operating Income $367,996Less Loan Pmt. ($217,241)

Cash Flow $150,755

Cap Rate: 5.00%Cash/Cash: 4.10%

Estimated Operating Expenses PSF/YrTaxes (1) 1.01% $74,483 $5.22Insurance (2) $2,599 $0.18CAM (2) $147,759 $10.36Management (2) 3.00% $18,335 $1.29Total $243,176 $17.04

(1) Property Tax reassessed based on 2016 Orange County millage rate of 1.012%. Includes special assessments.(2) Operating Expenses per 2015 Operating Statements provided by ownership.

The above information has been obtained from sources we believe to be reliable, however we cannot accept responsibility for its correctness.PriCing AnALySiSLA PLAZA PACIFICA [ 16 ]

TRANSACTION SUMMARY

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34270 Pacific Coast Hwy Nov-16 $5,450,000 1990 10,665 70% $511 4.20%Dana Point, CA 92629

34189 Pacifc Coast Hwy Jun-15 $3,600,000 1999 6,206 100% $580 -Dana Point, CA 92629

2924-2940 Pacific Coast Hwy Sep-15 $2,160,000 1946 4,256 - $508 4.20%Laguna Beach, CA 92651

305 Pacific Coast Hwy Feb-15 $5,450,000 1960 9,889 100% $551 3.56%Laguna Beach, CA 92651

3100 Rancho Viejo Rd Apr-16 $26,390,000 2015 40,252 100% $656 4.25%San Juan Capistrano, CA 92675

Average: $8,610,000 14,254 93% $561 4.05%Subject Property: $7,360,000 14,891 95% $516 5.00%

Cap Rate%Occupied

Cost /Per FootCOEProperty Location Sale Price Year Built /

RehabSquare

Feet

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COMPARABLE SALES

Area Overview

FLi OverviewLA PLAZA PACIFICA [ 19 ]

AERIAL VIEW - LANTERN DISTRIC DEVELOPMENT

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THE CITY OF DANA POINT

Dana Point, Orange County, CA is 3 miles South of Laguna Niguel, California and 21 miles Southeast of Santa Ana, California. it is midway between Los Angeles and San Diego. it is a city of approximately 6.7 square miles and had a population of approximately 34,181 in July 2015. the City draws its name from author richard Henry Dana (1815-1882), who documented his experiences in an 1830’s sea voyage from Boston to California in the novel two years before the Mast. A replica of the sailing vessel he traveled on, the tall ship Pilgrim, is moored in the Dana Point Harbor.

Dana Point is characterized by nearly seven miles of prominent coastal bluffs and rolling hills along the Pacific Ocean. the most noteworthy of these bluffs is a unique promontory known as the Headlands, which overlooks Dana Point Harbor, one of the most significant landmarks of the Orange County coastline. Dana Point Harbor houses 2,500 boats within two marinas, inside a one-and-a-half mile jetty. Complete facilities include guest slips, fuel dock, shipyard, launch ramp, boat rentals,

yacht sales, community class instruction, fishing, windsurfing, jet skiing, kayaking, boat charters, two yacht clubs, sailing association, ocean classroom labs, shops, restaurants, picnicking, and even a baby beach for young swimmers.

the Dana Point Harbor is also considered the gateway to Doheny State Park, one of California’s most popular beach facilities. the 62-acre State Park offers camping, picnicking, swimming, surfing, bicycling, tide pool exploration and more.

LOCAL ECONOMY:

the City serves a significant number of visitors each year, many of whom are drawn by the small boat harbor, beaches, parks, golf courses, resorts and special events in the city. the City’s coastal resources continue to draw visitors that support its visitor-oriented commercial and retail establishments. the hospitality and tourism industry is a major employer within the City, as evidenced by over 1,900 hotel rooms and over 100 restaurants. in total, it is estimated that the tourism industry (directly or indirectly) contributes approximately half of the City’s general Fund revenues.

geographically, the City is comprised of a number of unique micro-communities. to the south is the Capistrano Beach community which consists mainly of residential housing and limited commercial and retail development. Adjacent to Capistrano Beach is the Doheny village area which consists of a mix of commercial and retail businesses, multi-family residential housing and a mobile home park. Located within the harbor are small-craft moorings, a small commercial fishing fleet, a hotel, shopping and many restaurants. northeast of the Dana Point Harbor are the Lantern District and Lantern Village communities. the Lantern District area consists principally of resident and visitor-serving commercial and retail businesses and extends along Pacific Coast Highway and Del Prado Street. in the northern part of the City is the Monarch Beach community, which is home to the City’s two largest hotels (the Ritz Carlton and St. Regis), a golf course and large, upscale residential developments.

Dana Point is within an hour’s drive of four major airports: John wayne (just 18 miles away), San Diego, Ontario, and LAX.


AREA OVERVIEW

COUNTY OF ORANGE

Orange County is 799 square miles and graced with 42 miles of coastline. it ranks as the third most populous county in the State of California with a population of 3,113,991 (as on January 1, 2014). Orange County is one of the top visitor destinations in the United States.

Orange County’s residents enjoy a nearly perfect climate in which parks and beaches provide abundant opportunities for outdoor activities. Orange County is the home of exciting professional sports, a wide range of tourist attractions and quality venues for visual and performing arts. Orange County boasts a thriving business economy and a well-educated work force. the County of Orange is a regional service provider and planning agency whose core businesses include public safety, public health, environmental protection, regional planning, public assistance, social services and aviation.

tourism plays an essential role in Orange County’s diverse and vibrant economy. it welcomes a remarkable 42 million visitors annually, who spend $7.75 billion and help support 160,000 local tourism industry jobs.

interstates 5 and 405 run through the state. i-5 is the gateway to Disneyland resort/California Adventure, the Anaheim Convention Center, and the irvine Spectrum Center. the 91 Express Lanes is a 10-mile toll road built in the median of State route 91 between the Orange/riverside County line and State route 55 (Costa Mesa Freeway), speeding access to riverside County and the inland empire.

John wayne Airport, Orange County SnA, the gateway to Southern California, is conveniently located approximately 35 miles south of Los Angeles and 90 miles north of San Diego. John wayne Airport (JwA) is owned and operated by the County of Orange; it is the only commercial airport and one of two general aviation airports in the County. with more than 20 nonstop domestic and international destinations provided by most major airlines, JwA is the airport of choice for visitors seeking world class beaches, hiking spots, premier shopping and theme parks.

MAJOR EMPLOYERS # OF EMPLOYEES » Ritz-Carlton-Laguna Niguel 970

» St Regis Monarch Beach 800

» Marriott-Laguna Cliffs Resort 250

» Dana Hills High School 200

» Harpoon Henry’s Seafood restaurant 150

» wind & Sea restaurant inc. 125

» Ocean institute/Chambers gallery 115

» O C Lifeguards 101

» Albertsons - Del Obispo St 100

» Jimmy’s Famous American tavern 90


AREA OVERVIEW (CONT.)

Ocean InstituteTall Ships Festival

Doheny State Beach

Killer Dana Surf Shop Lantern District


TRADE AREA/LANDMARKS

St. Regis Monarch Beach Resort Salt Creek Beach

Homes - Ritz Cove Ritz-Carlton

Dana Point Harbor


TRADE AREA/LANDMARKS

DESCRIPTION (WWW.ROL3.SITESUSA.COM) 5 MILE3 MILE1 MILE 10 MILE1 MILE 3 MILES 5 MILES 10 MILES

2016 Estimated Population 15,176 62,858 141,606 400,415

2021 Projected Population 15,879 65,609 147,742 418,168

2010 Census Population 14,340 59,604 134,755 379,824


Projected Annual Growth 2016 to 2021 0.9% 0.9% 0.9% 0.9%

Historical Annual Growth 2000 to 2016 -0.1% 0.1% 0.3% 1.2%

2016 Median Age 44.3 45.3 44.1 41.4

2016 Estimated Households 6,651 25,658 54,064 150,590

2021 Projected Households 7,063 27,178 57,231 159,565

2010 Census Households 6,295 24,376 51,553 143,079



Historical Annual Growth 2000 to 2016 0.2% 0.3% 0.5% 1.1%

2016 Estimated White 82.0% 82.3% 80.7% 77.6%

2016 Estimated Black or African American 1.2% 1.1% 1.1% 1.6%

2016 Estimated Asian or Pacific Islander 4.7% 5.5% 6.2% 10.0%

2016 Estimated American Indian or Native Alaskan 0.8% 0.6% 0.5% 0.4%

2016 Estimated Other Races 11.2% 10.6% 11.4% 10.5%

2016 Estimated Hispanic 22.5% 20.2% 22.1% 19.3%

2016 Estimated Average Household Income $120,382 $131,650 $138,300 $134,014

2016 Estimated Total Employees 7,601 20,346 43,716 143,934

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©2014, Sites USA, Chandler, Arizona, 480-491-1112 page 1 of 1 Demographic Source: Applied Geographic Solutions 04/2013, TIGER Geography

1 MILE 3 MILES 5 MILES 10 MILES







2016 Median Age 44.3 45.3 44.1 41.4







2016 Estimated White 82.0% 82.3% 80.7% 77.6%








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2016 Median Age 44.3 45.3 44.1 41.4







2016 Estimated White 82.0% 82.3% 80.7% 77.6%








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DEMOGRAPHICS

T-MOBILE

t-Mobile US, inc., together with its subsidiaries, provides mobile communications services for consumers and businesses in the United States, Puerto Rico, and the U.S. Virgin Islands. the company offers voice, messaging, and data services in the postpaid, prepaid, and wholesale markets. It also provides wireless devices, including smartphones, tablets, and other mobile communication devices, as well as accessories that are manufactured by various suppliers. the company offers services, devices, and accessories under the t-Mobile and MetroPCS brands through its owned and operated retail stores, as well as through its websites. t-Mobile US, inc. also sells its devices and accessories to dealers and other third party distributors for resale through independent third-party retail outlets and various third-party websites. it delivers wireless services to approximately 65.5 million customers. the company was founded in 1994 and is headquartered in Bellevue, washington. t-Mobile US, inc.

Company Type: Public (nySe: tMUS) Locations: 3,100Fiscal Year-End: December2015 Revenue: $32.05 Billion2015 Assets: $62.44 Billion2015 Net Income: $733 Million2015 Equity: $16.55 Billion2015 Employees: 50,000 Rankings: BBWebsite: www.t-mobile.com

VERIZON WIRELESS

Verizon Communications Inc., provides communications, information, and entertainment services to consumers, businesses, and governmental agencies worldwide. Its wireless segment offers wireless voice and data services; messaging services; and wireless internet services. verizon offers a line of wireless devices, including smartphones and basic phones, tablets, and other internet access devices. the company’s wireline segment provides high-speed internet, Fios internet, and Fios video services; voice services, such as local exchange, regional and long distance calling, and voice messaging services. this segment also offers data security services; voice and data services; and data, voice, local dial tone, and broadband services primarily to local, long distance, and other carriers. Verizon Communications Inc. was founded in 1983 and is based in new york, new york.

Company Type: Public (nySe: vZ) Locations: 2,000+Fiscal Year-End: December2015 Revenue: $131.62 Billion2015 Assets: $244.64 Billion2015 Net Income: $17.88 Billion2015 Equity: $16.43 Billion2015 Employees: Rankings: BBB+Website: www.att.com

AT&T WIRELESS

At&t inc. provides telecommunications and digital entertainment services. the company operates through four segments: Business Solutions, Entertainment Group, Consumer Mobility, and international. the Business Solutions segment offers wireless, legacy voice and data, and wireless equipment services to business, governmental, wholesale customers, and individual subscribers. the entertainment group segment provides video entertainment and audio channels to approximately 25.4 million subscribers and internet to 12.4 million subscribers. the Consumer Mobility segment offers wireless services to consumers such as long-distance and roaming services. the international segment offers video entertainment services to residential customers in Latin America, as well as wireless and voice services in Mexico. this segment also provides digital television services under the DireCtv and SKy brands. At&t inc. was founded in 1983 and is based in Dallas, texas.

Company Type: Public (nySe: t) Locations: 2,200+Fiscal Year-End: December2015 Revenue: $146.80 Billion2015 Assets: $402.67 Billion2015 Net Income: $13.34 Billion2015 Equity: $122.67 Billion2015 Employees: Rankings: BBB+Website: www.att.com


TENANT SYNOPSIS

HAYWARD CAPITAL

Hayward Capital, founded in 1989, grew from a builder-based mortgage company to a consumer friendly mortgage operation. this family owned and operated company has funded over a billion dollars in loans. Since their clients only deal with principals of the company Hayward Capital is able to offer their clients unbeatable interest rates, unparalleled service, and over 25-years of knowledge and experience. their unwavering commitment to excellence, financial integrity, and proven track record makes them one of the most respected mortgage companies in the industry. they are fully approved to service Fannie Mae, Freddie Mac, FHA, VA, and USDA. In addition, they actively participate in and become experts in state and local government loan programs.

Company Type: PrivateLocations: 1Website: www.haywardcapital.com

GOLD COAST FINANCIAL GROUP

gold Coast Financial group is a highly-specialized, full service financial firm, providing estate planning, asset management, and insurance protection solutions. their comprehensive wealth management structure is designed to manage all aspects of fiscal being. they aspire to provide a higher level of service and a deeper level of commitment, working with a limited number of successful families in an effort to have a substantial positive impact. the company has the privilege of servicing the affluent gold Coast communities of Orange County, California, in addition to many other communities throughout the United States.

Company Type: PrivateLocations: 1Website: www.goldcoastfinancialgroup.com

CYCLEOGICAL

Cycleogical started in March of 2012 and has strived to create the best specialty bike shop in Dana Point and Orange County. they are owner/rider/family operated by passionate bicycle enthusiasts. they specialize in professional bike maintenance and repair; service; and sales of parts, accessories, clothing, mountain bikes and road bikes. they also offer bike rentals and tours.

Company Type: PrivateLocations: 1Website: www.cycleogical.net

RICHARD KEMPERT, MD

richard Kempert, MD is a practicing Family Practitioner in Dana Point, CA. He is physician registered in the Centers for Medicare & Medicaid Services (CMS). He focuses on providing patients with fully personalized healthcare centered around wellness and achieving their individual health goals. Dr. Kempert graduated from Ohio State University College of Medicine in 1974 and has been in practice for 42 years. He completed a residency at Mt Carmel Medical Center. He currently practices at Pacific Crest Medical group inc and is affiliated with Mission Hospital Laguna Beach, Mission Hospital Regional Medical Center and Placentia-Linda Hospital. Dr. Kempert is board certified in Family Medicine. in addition to English, Dr. Kempert’s practice supports this language: Spanish.Company Type: PrivateLocations: 1

DR. USHA IDNANI

Dr. Usha idnani is an internal Medicine Specialist in Dana Point, California. She is an advocate of preventive care and early intervention for men and women by aggressive life style changes and medications when indicated. She listens to patients and asks questions to check their general lifestyle and background, then tailors a management to suit that particular patient. Her professional approach includes preventive care- primary and secondary, patient education. She graduated with honors in 1987. Having more than 29 years of diverse experiences, especially in internal Medice, Dr. Usha idnani affiliates with many hospitals including Saddleback Memorial Medical Center, Mission Hospital Regional Med Center, and cooperates with other doctors and specialists in medical group Memorialcare Medical Foundation.

Company Type: Private Locations: 1


TENANT SYNOPSIS (CONT.)

VIDEONOMICS / VMA MEDIA

VMA Media is dedicated to helping marketers, their agencies, media companies and other industry partners advance the efficiency of marketing and advertising investments through high-level communications, essential discussions and networking that produce actionable results and lasting relationships. Additionally, videonomics brings together executives from brands, agencies and media companies to advance the business of video marketing and advertising. the sessions address the most urgent topics, including; measurement/rOi, the right tv vs digital mix, innovation and content vs advertising, brand storytelling, and social and mobile video strategy.

DANA POINT FAMILY MEDICAL / MEMORIALCARE MEDICAL GROUP

MemorialCare Medical group/Dana Point Family Medical is a physician-based organization established to provide advanced comprehensive, effective and efficient health care. with 29 locations from Long Beach to Dana Point, MemorialCare Medical group includes more than 250 physicians in the areas of internal medicine, family medicine, pediatrics, geriatric medicine, cardiology, cardio thoracic surgery, gastroenterology, neurology, pulmonology, physiatry, psychology, rheumatology, sleep medicine and therapeutic acupuncture. In addition to multiple locations throughout Orange County, MemorialCare Medical Group offers Urgent Care Centers that are open 365 days-a-year, telephone Advice nurses available 24 hours-a-day, 7 days-a-week; and lab and digital X-ray services available on-site at most locations.

DR. ARLENE K UNGER, PHD

Dr Arlene K Unger, PhD is a Psychologist who provides children and adults with solution focused psychological counseling for a wide spectrum of clinical disorders and/or behavioral concerns by blending emotional Brain training (eBt), Acceptance Commitment therapy (ACt), and Cognitive-Behavior therapy (CBt) including Mindfulness-Based Cognitive therapy (MBCt) and Mindfulness-Based Stress Reduct. Dr Unger has had a busy Clinical Psychology practice for over twenty years and is currently located at the Center for empowerment, Dana Point, CA, USA (in southern Orange County). She has also been offering online therapy (CA residents) and coaching (global) for several years which she does through a number of confidential online counseling/coaching entities.

Company Type: PrivateLocations: 1Website: www.drarleneunger.com

DR. JUDY BOURGET

Dr. Judy Bourget introduced the community to her diverse medical background that included several areas of surgical training, experience in the trauma and burn center, and a fellowship with limb transplants in 2005 . At the Bourget Cosmetic Surgery and wellness practice, one can address all of their medical and cosmetic needs in the same place. they offer the finest skin care treatments in Orange County, that range from daily skin care programs, to preventing signs of aging and corrective care. they carry top of the line skincare products with ZO Skin Health and ZO Medical lines that has various skin care regimens to suit everyone’s individual concerns. At Bourget Cosmetic Surgery and wellness in Dana Point, they strive to provide the safest and most minimally invasive procedures for their patients. Dr. Bourget’s diverse medical background and extensive experience in the trauma and burn center gave her a foundation of knowledge that is rarely found in the cosmetic industry, and is one of the main reasons why the Bourget Cosmetic Surgery & wellness practice is in a league all of its own.

Company Type: PrivateLocations: 1

Website: www.judybourgetmd.com


TENANT SYNOPSIS (CONT.)

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