PHOENIX RETAIL INVESTMENT SALES - CBRE

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PHOENIX RETAIL INVESTMENT SALES CAPITAL MARKETS

Transcript of PHOENIX RETAIL INVESTMENT SALES - CBRE

PHOENIXRETAIL INVESTMENTSALES

C A P I T A L M A R K E T S

STEVE JULIUSF I R S T V I C E P R E S I D E N T

JESSE GOLDSMITHF I R S T V I C E P R E S I D E N T

CHASE DORSETTA S S O C I AT E

SARA FARMERO P E R AT I O N S

C O O R D I N ATO R

Steve Julius and Jesse

Goldsmith specialize in

the sale and purchase of

retail investment properties

ranging from $1 million -

$20 million. Partners for

15 years, Steve’s financial

prowess complements

Jesse’s extensive network

of brokerage and investor

relationships, providing

clients with superior

expertise. Their deep

market knowledge, niche

specialization and unique

skill sets allow them to

tackle tough assignments,

from challenges with the

financials to the product

itself, while delivering a

high level of deal certainty

for clients.

OUR TEAM

“ THESE ADJECTIVES COME TO MIND WHEN DESCRIBING YOUR TEAM: HARDWORKING, PROFESSIONAL, GREAT SALES SKILLS, CREDIBILITY, GRAVITAS...” BRUCE GALLOWAY CEO, PACIFIC WEST LAND

RETAIL INVESTMENT SALES METRO PHOENIX $1-20M

© 2018 CBRE Limited. Data © TeleAtlas, Google, AerialExpress, DigitalGlobe, Landiscor, USGS, i-cubed. The information contained herein (the “Information”) is intended for informational purposes only and should not be relied upon by recipients hereof. Although the Information is believed tobe correct, its accuracy, correctness or completeness cannot be guaranteed and has not been verified by either CBRE Limited or any of its affiliates (CBRE Limited and its affiliates are collectively referred to herein as “CBRE”). CBRE neither guarantees, warrants nor assumes anyresponsibility or liability of any kind with respect to the accuracy, correctness, completeness, or suitability of, or decisions based upon or in connection with, the Information. The recipient of the Information should take such steps as the recipient may deem appropriate with respect to using theInformation. The Information may change and any property described herein may be withdrawn from the market at any time without notice or obligation of any kind on the part of CBRE. The Information is protected by copyright and shall be fully enforced.

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C A R E E R T R A N S A C T I O N S

$622MTOTAL SALES

TOTAL TRANSACTIONS

162

TRANSACTION EXPERIENCE

$6,700,000PHOENIX, AZ / STRIP RETAIL CENTER / ±30,795 SF

$26,100,000TEMPE, AZ / SHOPPING CENTER / ±147,469 SF

TATUM RANCH CROSSING ELLIOTT PLAZA

$9,150,000PHOENIX, AZ / STRIP RETAIL CENTER / ±17,953 SF

$24,750,000PHOENIX, AZ / SHOPPING CENTER / ±184,166 SF

SHOPS AT DESERT RIDGE THE VILLAGE CENTER

$8,000,000PEORIA, AZ / STRIP RETAIL CENTER / ±83,436 SF

$133,000,000GLENDALE, AZ / MIXED USE / ±533,116 SF

VENTANA LAKES VILLAGE WESTGATE ENTERTAINMENT CENTER

GROCERY SHADOW ANCHORED

UNANCHORED STRIP

GROCERY ANCHORED

BIG BOX CENTER WITH PADS

ANCHORED CENTER

LIFESTYLE/ENTERTAINMENT

THE POWER BEHIND OUR TEAM: CBRE CAPITAL MARKETS

2017 U.S. CAPITAL MARKETS ACTIVITY

CBRE Capital Markets combines investment sales, financing and advisory for all property types in a cohesive, cross-disciplinary service offering, driving superior client outcomes amid swiftly evolving markets and transformational change.

CBRE Capital Markets provides proactive insights and executable strategies to unlock hidden value, drive returns and enhance outcomes for clients’ real estate investments, in all geographies and across all asset classes. Our trusted, tenured experts seamlessly collaborate and mobilize to help clients connect to global opportunities, and navigate the extraordinary disruption happening across markets.

KEY DIFFERENTIATORS

PROVEN TRACK RECORDVALUE DELIVERED

Source: Real Capital Analytics 2017 Statistics

ACCESS TO CAPITAL: CBRE Capital Markets offers

an integrated global network of 2,900 professionals,

providing local and cross-border expertise in 400 offices

worldwide. CBRE’s world-class reputation and long-

standing relationships with investors and capital sources

translates into swift and flawless execution for clients.

CONNECTED GLOBAL SCALE: With leadership in every

major global market, CBRE’s people bridge professional

divides and organizational boundaries across our global

enterprise to share intelligence and connect clients to

opportunities in every market across the globe.

INNOVATIVE TECHNOLOGY: CBRE’s end-to-end

technology platform delivers executable insights and

unconventional strategies, gleaned from a torrent of

market data powered by technologies like CBRE Deal Flow

our listing and marketing platform. CBRE also actively

leverages the latest in virtual and augmented reality to

differentiate assets in the marketplace.

SPECIALIZED EXPERTISE: CBRE’s deep bench of

strategic advisors are market and sector specialists with

a unique and intimate understanding of buyers’ needs

and motivations. They go beyond the transaction and

are committed to serving the client’s strategic objectives,

escorting capital to products and markets that meet

investment goals.

POWERFUL INSIGHTS: With continuous surveillance and

monitoring of market conditions worldwide, CBRE captures

unrivaled institutional knowledge across markets, industries

and asset classes. Our professionals have the power to

quickly extract and synthesize both visible and invisible

data, connecting the dots and crafting thought-leading

perspectives that drive informed decision-making for clients.

INTEGRATED INVESTOR PLATFORM: CBRE offers a

complete spectrum of integrated capital services, including

fundraising, deal sourcing, structured financing, repositioning,

agency leasing, property accounting and disposition. CBRE

aligns these services for investor clients to unlock the power

and potential of real estate across its entire lifecycle.

CBRE CAPITAL MARKETS

CBRE PROPERTY SALES offers customized investment dispositions, acquisition and recapitalization services, together with industry-leading, proprietary intelligence, to connect investors to the right properties at the right time.

CBRE DEBT & STRUCTURED FINANCE synthesizes a global ecosystem of lenders and capital sources to provide debt and equity financing to developers and owners for all property types, achieving the best financing terms for our clients.

CBRE CAPITAL ADVISORS solves critical business problems for clients by providing investor access and strategic advice across the spectrum of real estate investment banking activities, including M&A advisory, equity placement, secondary LP trading and investment advisory.

Rev. 5/2018

#1 BROKERAGE FIRM 13 YEARS IN A ROW

Property Sales

U.S. Sales Volume

Loans Completed

U.S. Financing Volume

3,391

$74B+

2,086

$39B+

CBRE Capital Markets combines investment sales, financing and advisory for all property types in a cohesive, cross-disciplinary service offering, driving superior client outcomes amid swiftly evolving markets and transformational change.

CBRE Capital Markets provides proactive insights

and executable strategies to unlock hidden value,

drive returns and enhance outcomes for clients’ real

estate investments, in all geographies and across

all asset classes. Our trusted, tenured experts

seamlessly collaborate and mobilize to help clients

connect to global opportunities, and navigate the

extraordinary disruption happening across markets.

VALUE DELIVERED PROVEN TRACK RECORD #1 BROKERAGE FIRM 13 YEARS IN A ROW

FINANCING VOLUME

$47B+

DEAL CLOSED

6,129

CAPITAL MARKETS PROFESSIONALS

2,900

GLOBAL OFFICES(EXCLUDING AFFILIATES)

450+

SALES VOLUME

$78B+

RETAIL ACTIVITY

$9.8B

CBRE DEAL FLOW: HOW DEALS GET SOLD

RETAIL

Deal Flow is CBRE’s global listing and digital marketing platform for all property and portfolio sales. This digital marketing hub streamlines the entire transaction process by providing property marketing capabilities, full-coverage tracking, a secure virtual deal room and reporting that provides a clear view of how prospective buyers interact with each listing.

CBRE Retail specializes in the sale, debt and structured finance placement and recapitalization of retail properties throughout the globe and the U.S. As the leader in retail capital markets, CBRE has the expertise to deliver a consistent, professional approach on the ground, wherever that may be.

Listings on CBRE Deal Flow are exposed to a growing database of qualified buyers. This exposure, along with CBRE’s market insight, results in maximizing value and finding the right buyer.

OUTCOMES FOR SELLERS

By registering and providing acquisition criteria, potential buyers can be “first listed” and see the exact deals they’re interested in the minute they come on the market—globally. Access to relevant, exclusive inventory allows CBRE to quickly match global capital flows to opportunities.

OUTCOMES FOR BUYERS

Sourc

e: Re

al Ca

pital

Analy

tics

PROVEN TRACK RECORD

430+

150K+

1+

500K+

New deals brought to market

each month

Site visits per month

Confidentiality agreement signed

per minute

Database of Investors

RETAIL SCIENCE

Through our robust real estate services platform, Retail Science, we uncover the powerful combination of analytics and consumer insight

needed to predict and analyze changes in the dynamic retail

landscape.

TOP U.S. RETAIL BROKERAGE FIRM

In terms of total dollar volume, CBRE has completed more retail

property sales transactions than any

States and has been named “Top U.S. Retail Broker” by Real Capital

Analytics since 2016.

NATIONAL NETWORK

National Retail Partners, a group of market-leading retail capital

markets professionals who leverage collective team experience and

relationships, and share proprietary real-time market information, are

committed to providing best-of-class service to CBRE clients.

KEY DIFFERENTIATORS

WHAT OUR CLIENTS ARE SAYING

Steve and Jesse are a dynamic and professional team. I appreciate working with them because they continuously show market expertise balanced with strong fundamental underwriting and a proactive marketing approach. They have delivered results that continue to meet and beat our expectations. We always look forward to working with their entire team on both the acquisition and disposition side of the table.

Joshua VolenCIRE Equity

I have worked with Steve and Jesse for several years. They have always been honest, forthright and thorough in all of our dealings. I would certainly look forward to working with them again.

Jeff GeyserLawrence & Geyser Development

Steve, Jesse and Sara are thoughtful, hard-working and persistent investment sales professionals. They bring to every transaction creativity and an extensive network of potential buyers that are a fit for each unique situation.

Keith Schneider Trigate Capital

Jesse, Steve and Sara are a great team and take their time to understand their client’s needs and the overall market to ensure success. Steve is meticulous in the underwriting and understanding of the true value of the investments, and Jesse is savvy and shrewd in his sales technique, analyzing the potential buyers and sellers and finding the right fit for each assignment. They are patient but persistent, aggressive but honest and build trust and relationships.

Dan Dahl YAM Capital

Jesse and Steve are a pleasure to work with. Their knowledge of the retail investment market in Phoenix is unparalleled, I expect them to gain strong market share in the future. Without their persistence and diligence, the deals we closed in 2011 do not get done.

Joe Dykstra Westwood Financial Corp.

“ STEVE, JESSE AND SARA BRING AN INSTITUTIONAL LEVEL OF SERVICE TO PRIVATE CAPITAL RETAIL THAT IS TRULY RARE AND MAKES THEM THE BEST IN PHOENIX AT WHAT THEY DO.” JOSH TREYVE PACIFIC WEST LAND

© 2019 CBRE, Inc. All rights reserved. This information has been obtained from sources believed reliable, but has not been verified for accuracy or completeness. You should conduct a careful, independent investigation of the property and verify all information. Any reliance on this information is solely at your own risk. CBRE and the CBRE logo are service marks of CBRE, Inc. All other marks displayed on this document are the property of their respective owners. Photos herein are the property of their respective owners. Use of these images without the express written consent of the owner is prohibited.

JESSE GOLDSMITHFIRST VICE PRESIDENT

+1 602 735 [email protected]

CHASE DORSETTASSOCIATE

+1 602 735 [email protected]

SARA FARMEROPERATIONS COORDINATOR

+1 602 735 [email protected]

FIRST VICE PRESIDENT

+1 602 735 [email protected]

STEVE JULIUS