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Consulting Proposal for. Portfolio Financial Services Co. Prepared For: Jerry Hudspeth, President Bill Agnew, Chief Financial Officer Prepared By: Mark Fraser SIOR Brandon O’Leary GVA Kidder Mathews. Key Issues and Objectives. Assignment Targets Market Relocation/Renewal Economics

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consulting proposal for

Consulting Proposalfor

Portfolio Financial Services Co.

Prepared For:

Jerry Hudspeth, President

Bill Agnew, Chief Financial Officer

Prepared By:

Mark Fraser SIOR

Brandon O’Leary

GVA Kidder Mathews

key issues and objectives
Key Issues and Objectives
  • Assignment Targets
  • Market
  • Relocation/Renewal Economics
  • Process
  • Team Members
project team members
Project Team Members
  • GVA Kidder Mathews:
    • Mark D. Fraser, SIOR –
      • Project Manager and Negotiation

Brandon O’Leary

Project Coordinator

Monte Haynes – Construction Management

project team members1
Project Team Members
  • Hills Design - Sheryl Johnson

Space Planning/Evaluation

  • PFSC – Bill Agnew
assignment objective
Assignment Objective
  • Reduce Rental Rate to market or below
  • No PFSC Capital Expenditure
  • Get Concession Package from Landlord/PDC
  • Flexibility in Lease Term
  • Free Parking Forever
2000 vs 2004
2000

Overall Vacancy 3.5%

Rents peaking

Class A Rents up to $30

Class B/C rents > $20

Very little flexibility for term, rent, capital exp.

Portland Office Market

2000 vs. 2004

2004

  • Overall Vacancy 14%
  • Rents 40% off of peak
  • Class A Rents up to $24
  • Class B/C in free fall
  • Significant flexibility for term, rent, capital exp.
multnomah and washington counties
125 spaces in 74 building

27% vacancy in large vacancy properties

Average time on the market 17 months

Portland Office Market

Multnomah and Washington Counties
weston american property management
24% vacancy

Up from 18% Q1, 2003

Average time on the market 13 months

PFSC is the second largest tenant in the portfolio

Portland Office Market

Weston/American Property Management
the process
The Process:

A Competitive Market Approach

the process1
The Process:

A Competitive Market Approach

the process2
The Process:

A Competitive Market Approach

  • Establish a Real Estate Plan
  • Definition of Requirement
  • Survey of the Market
  • Selection of Most Qualified Properties
  • Solicitation of Proposals
  • Analysis of Responses
  • Selection of Appropriate Responses
  • Negotiation of Lease
  • Post Transaction Documentation
the process3
The Process:

Establishment of a Real Estate Plan

  • Conforms to and supports your 5 year plan
  • Has pre-approved timeline
  • Roles and responsibilities
  • Accountability and predictability
the process4
The Process:

Definition of Requirement

  • Location
    • Amenities
    • Transit
  • Economics
    • Rent
    • Tenant

Improvements

    • Capital Costs
    • Term
  • Parking
  • Image
  • Building Features
    • Internal Configuration
    • Amenities
    • Sound Attenuation
    • HVAC/Light
    • Telecommunication
    • Storage
    • Structural Integrity
  • Term, Extension,

Termination

the process5
The Process:

Survey of the Market

  • 597 spaces in 114 buildings within the freeway loop
the process6
The Process:
  • Selection of Most Qualified Properties
  • Tour
the process7
The Process:
  • Solicitation of Proposals
  • Analysis of Responses
  • Selection of Appropriate Responses
    • “If you want to be considered further…”
  • Negotiation Matrix
the process8
The Process:
  • Lease Negotiation, Finalization
  • Post Transaction Documentation
unique reasons to retain colliers
Unique Reasons to Retain Colliers

Experienced Team

Accountable Process

mark d fraser sior
Mark D. Fraser, SIOR
  • 30 years experience in Portland Real Estate
  • Management experience
  • Top 20 North America in 2003
  • Portland Office Broker of the Year 2001
mark d fraser sior1
Mark D. Fraser, SIOR
  • Clients:
    • Willamette Week
    • Unico Properties
    • Specht Development
    • A.G.Edwards & Sons
    • C.E. John
    • ING
    • Foster Pepper & Tooze
    • TRW
    • Capital Pacific Bank
    • Harsch Investments
    • GemStone Systems
    • Pacific Interpreters
    • Portland Development Commission
    • Fujitsu
    • Prendergast & Associates
    • Northwest Power Planning Council
    • Three Oaks Development
brandon o leary
Brandon O’ Leary
  • Clients:
    • Unico Properties
    • Specht Development
    • Northwest Power and Conservation Council
    • Homestead Capital
    • Yates Matthews & Morasch, P.C.
    • Preston Bunnell & Stone, LLP
    • Pacific Interpreters
    • Patrick Lumber Company
slide27
Accountable Process
  • Pre-approved timeline
  • Monthly written reports
  • Weekly Updates
  • Negotiation Matrix
  • Post transaction documentation
unique reasons to retain gva kidder mathews
Unique Reasons to RetainGVA Kidder Mathews

Experienced Team

Accountable Process

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