NONPROFIT PRACTICE GROUP HELPING ASSOCIATIONS AND NONPROFITS MAKE INFORMED REAL ESTATE DECISIONS

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1 HELPING ASSOCIATIONS AND NONPROFITS MAKE INFORMED REAL ESTATE DECISIONS

2 HELPING ASSOCIATIONS AND NONPROFITS MAKE INFORMED DECISIONS OUR PROMISE Through community-driven, mission-sensitive strategies, CBRE Nonprofit Practice Group (NPG) seeks to maximize market opportunities while minimizing operational disruptions and addressing a nonprofit s requirements for buying, selling or leasing real estate. WHAT SETS US APART? Services designed to address the unique and complex real estate needs of nonprofit organizations Extensive experience working with nonprofits Customized plans that align real estate with the most important aspect of nonprofits: fulfilling the mission

3 C B R E O V E R V I E W SELECT CLIENT PARTNERS WORLD S LARGEST Commercial Real Estate Firm , 0 0 Countries a Offices b Employees c 7,125 Sales & Leasing Professionals d SALES Transactions Value $310.6B Transactions LEASING 25,300 61,850 $104.4B TOTAL TRANSACTION VALUE Value BROKERAGE MARKET SHARE National Real Estate Investor Sept 2015 CBRE ($285B) JLL ($190B) Newmark Grubb Knight Frank ($103B) C&W ($101B) Colliers ($97B) Eastdil ($91B) DTZ ($64B) icore Global ($62B) Marcus & Millichap ($33B) HFF ($190B)

4 SERVICES OFFERED TO ASSOCIATIONS LEASE NEGOTIATION CONSULTING STRATEGIC REAL ESTATE PLANNING WORKPLACE STRATEGY NONPROFIT REPRESENTATION TENANT REPRESENTATION APPRAISAL PROJECT MANAGEMENT TAX EXEMPT, DEBT AND EQUITY FINANCING SPACE ACQUISITION & DISPOSITION FINANCIAL MODELING BUY VS. LEASE ANALYSIS NONPROFIT BENCHMARKING GLOBAL MARKET RESEARCH

5 B E N E F I T S T O Y O U R O R G A N I Z A T I O N EXPERIENCE CBRE s NPG brings unparalleled experience working with nonprofits nationwide understanding how they work, think, and operate. Our approach reflects a nonprofit s specific requirements for leasing or purchasing real estate and provides community-driven, mission-sensitive strategies. INSIGHT With the leading market share in the industry, CBRE has more insight into proprietary market lease transactions than any firm in the industry. CBRE creates the most thorough, precisely accurate picture of global commercial real estate conditions and trends. INTELLIGENCE CBRE s research division is the largest and most comprehensive of its kind in the industry. Teams have online access to the most current listings, transaction terms, lease comparables and property details as well as valuable historical information and trends. RESOURCES CBRE employs the most comprehensive services platform in the industry. We are able to seamlessly integrate these services to reduce costs and increase opportunities for our clients. CBRE also has the largest in-house mapping and demographics, financial analysis, research, project management, and marketing departments. CBRE s relevant nonprofit experience & insight combined with unparalleled market intelligence backed by the resources of a Fortune 500 Company will help your organization make an informed business decision.

6 CBRE S STRATEGIC REAL ESTATE PLANNING PROCESS STRATEGIC PLANNING OPTION DEVELOPMENT TRANSACTION TRANSACTION IMPLEMENTATION IMPLEMENTATION ACTIVITIES Existing Real Estate Evaluation Needs Assessment Market Analysis Criteria Development Scenario Planning Financial Analysis Site Evaluation & Selection Negotiation & Structuring Documentation & Implementation DELIVERABLES Current Situation Analysis Project Timeline Staff Questionnaires Demographics / Mapping Market Updates Strategic Real Estate Plan Tour Books Space Surveys Qualitative Matrix LEED Analysis Cash and P&L Analysis Proposal Comparison Construction Budgets RFPs / Term Sheet Lease Comments Status Reports Project Schedule Updated Anticipated Cost Reporting Punch List Project Closeout LEED Certification CBRE s strategic real estate planning process will allow your organization to make the right real estate decision, which will be fully supported with all the due diligence that is required to help build consensus amongst the organization and the Board.

7 BENCHMARKING HOW ASSOCIATIONS USE SPACE Discussing Alternative Work Environments CHANGING WORKFORCE TALENT RETENTION MILLENNIALS/AGING WORKPLACE TELECOMMUTING COLLABORATION CHANGING WORKPLACE SPACE ALLOCATION TECHNOLOGY 57% YES 43% NO Telecommuting 71% Square Footage per Person 309 SF 475 SF 55% 33% SF 591 SF 18% 11% 12% YES NO DEVELOPING Large organizations (20 or more employees) Small organizations (19 or fewer employees) Office Configuration Mostly Open Work Areas Mostly Private Offices 28% 30% Half Private Offices, Half Workstations 41% 1% Other WHEN ASKED SPECIFICALLY ABOUT THESE DIFFERENCES, MOST THINK THAT MILLENNIALS: Require less privacy and are more flexible 67% Are not as concerned with levels of noise 60% Are more willing to be collaborative 60%

8 CONTACTS Eastern Region Emanuel G. Fitzgerald, Executive Vice President Laurence Briody, Senior Vice President T laurence.briody@cbre.com Bradley J. Wilner, Senior Vice President T brad.wilner@cbre.com Michael J. Barker, First Vice President T mike.barker@cbre.com Charlene Bogdanor, Associate T charlene.bogdanor@cbre.com Central Region Gregg F. Witt, SIOR, Senior Vice President gregg.witt@cbre.com Gerald P. Driessen, Vice President gerald.driessen@cbre.com Canada Catherine Bongard, Sales Representative catherine.bongard@cbre.com For more information on the CBRE s Nonprofit Practice Group please visit Contact us at: 2016 CBRE, Inc. The information contained in this document has been obtained from sources believed reliable. While CBRE, Inc. does not doubt its accuracy, CBRE, Inc. has not verified it and makes no guarantee, warranty or representation about it. It is your responsibility to independently confirm its accuracy and completeness. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. The value of this transaction to you depends on tax and other factors which should be evaluated by your tax, financial and legal advisors. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for your needs. CBRE and the CBRE logo are service marks of CBRE, Inc. and/or its affiliated or related companies in the United States and other countries. All other marks displayed on this document are the property of their respective owners.