DILIGENCE ADVISORY GROUP. Where unparalleled market intelligence powers astute investment analysis
|
|
- Dortha Howard
- 6 years ago
- Views:
Transcription
1 DILIGENCE ADVISORY GROUP Where unparalleled market intelligence powers astute investment analysis
2 DILIGENCE ADVISORY GROUP Our Diligence Advisory Group (DAG) is an integral component of Cushman & Wakefield, a leader in Advisory Services, Brokerage, Valuation and Market Research. For more than a century, Cushman & Wakefield has been a trusted real estate advisor to corporations, institutions, and investors across the industry. Someone once said that we live life forward, but only understand it backwards. The same could be said for investments. In today s climate of ever-changing CRE conditions, clients need expert advice and real-time data to make astute business decisions about their investments and portfolios. 2
3 28,000+ assignments comprising over $184 billion in transactional value Within DAG, our seasoned professionals leverage the larger Cushman & Wakefield knowledge capital when advising clients on complex debt and equity investment decisions. The experience this team brings to Cushman & Wakefield is diverse and deeply rooted in the broader CRE industry. As a result, the confluence of perspectives offered provides incredible insight and represents a tremendous value add to our clients. 3
4 DILIGENCE ADVISORY GROUP Capital Advisory The professionals of our Capital Advisory Group specialize in debt and equity underwriting for CRE lenders and investors. Our projects encompass underwriting and transaction management for CRE participants across the spectrum and up and down the capital stack: Securitization, balance sheet, and GSE lenders Commercial mortgage backed securities investors Subordinate debt mezzanine/b-note/pref equity Equity investors Banks, insurance companies, REITs, funds, fund advisors, asset managers Foreign investors for equity or debt Governmental agencies/economic development corporations Capabilities include: Acquisition/disposition diligence Asset surveillance B-piece diligence Collateral evaluations Credit risk management analysis Data benchmarking Desktop second opinion Feasibility/market studies Financial/Argus modeling and lease abstraction Market reconnaissance Our Leadership Team Larry S. Lewis Senior Managing Director Terri Magnani Senior Managing Director Edward Dobbins, CRE Managing Director Chris Clark Senior Managing Director Robert Schweitzer Managing Director Jennifer Cleare Managing Director
5 Special Opportunities Focused on strategic bank advisory, our group is the market leader in providing large-scale, on-site teams of credit-trained professionals. Our professionals extract, validate, remediate, and populate loan file data for regulatory requirements. Whether regional or multinational financial institutions, our team has the capacity to cover such functions as: Bank stress testing advisory and property cash flow modeling for CRE and C&I Bank target advisory and due diligence for M&A transactions Regulatory and other compliance projects for the OCC and CFPB including HMDA, FLOOD, and other regulatory-driven remediations Loan file data aggregation, including CRE, C&I, and Consumer CCAR Schedule M s & Q s With an average of 20+ years of commercial/ residential loan underwriting experience, our professionals can readily locate the loan file data to be extracted from sources of truth, providing the most cost-effective and accurate solution to the growing regulatory and business management requirements. We are the preeminent provider in the data aggregation and remediation space throughout the U.S. Our Leadership Team David Risdon Senior Managing Director david.risdon@cushwake.com Brian Murray Senior Managing Director brian.murray@cushwake.com Matthew Blair Managing Director matthew.blair@cushwake.com Joe Posavec Managing Director joe.posavec@cushwake.com Dave Wolter Managing Director david.wolter@cushwake.com 5
6 DILIGENCE ADVISORY GROUP Knowledge and expertise underpin the ability to understand how the sphere of market influences can drive a lender s or investor s ability to remain on solid ground. With our access to real time market data and the global insights from our leasing, research, valuation and capital markets experts, our DAG professionals are able to compile data from market experts who have boots on the ground knowledge allowing us to focus on emerging trends and risks. We believe more time should be spent on analyzing the data and less time compiling the data. 6
7 Our expertise encompasses all major and esoteric asset classes. SPORTS & ENTERTAINMENT AGRIBUSINESS, NATURAL RESOURCES & ENERGY AUTOMOBILE DEALERSHIP SENIOR HOUSING/ HEALTHCARE Appraisal Management Diligence Advisory GAS STATION & CONVENIENCE STORE SELF STORAGE GOLF RETAIL Valuation/ Portfolio Valuation Dispute Analysis & Litigation Support GOVERNMENT CLIENTS RESTAURANT Property Tax Services Financial Reporting HOSPITALITY & GAMING RESIDENTIAL DEVELOPMENT INDUSTRIAL OFFICE MACHINERY & EQUIPMENT MULTIFAMILY MISSION CRITICAL FACILITIES 7
8 DILIGENCE ADVISORY GROUP Although major commercial real estate firms share some of the same capabilities, we offer a set of unique strengths to our clients: Cushman & Wakefield s research and market reach can provide superior market data/insight to support diligence, re-underwriting and reporting tasks. Our valuation team can provide analytics and data points to support market-based assumptions derived from actual transactions. Cushman & Wakefield s brokerage network can provide real-time insight on local market conditions that secondary data sources can t match, again enhancing diligence, re-underwriting and ongoing surveillance processes. Cushman & Wakefield s property management and capital markets expertise can provide clients with additional services that traditional asset managers can t offer, which allows for enhanced special servicing capabilities. Additionally, we can be an execution partner in tenant retention and lease-up strategies in order to prepare an asset for disposition (special servicing or owner rep support). Our project management services will allow for additional resources in administrating investments in construction projects, engaging industry experts to opine on project schedules, budgets, contract structure, permitting issues, etc. 8
9 Experience & Expertise Our professionals have various backgrounds including appraisal, lending, portfolio management, hedge fund management, research, secondary market traders and CRE underwriters. Global Coverage Engaging a global real estate firm gives our clients access to Cushman & Wakefield s breadth of services. With more than 45,000 employees located in 300+ offices worldwide, we have access to valuation professionals, property managers, leasing and capital markets brokers, and research professionals, giving us the market knowledge, resources and geographic capabilities to meet our clients most sophisticated needs. Data Cushman & Wakefield s network of offices regularly provides data to our global research team, as well as staff who assist in data collection and analysis. These professionals track global market fundamentals and utilize the information to identify real estate trends and prepare forecasts, occupancy cost benchmarking, retail market entry advice, and peer group studies in support of client activities. 9
10 DILIGENCE ADVISORY GROUP Diligence Advisory 50+ professionals 7 offices With a global reach and local market expertise, we monitor markets to help clients anticipate needs and be well-positioned to implement changes and capture opportunities based on emerging trends. 10
11 Cushman & Wakefield 45,000 professionals Cushman & Wakefield offices Offices with DAG professionals 300 offices 11
12 For more information, please contact: Anne Jablonski Executive Managing Director Diligence Advisory Group Lead About Cushman & Wakefield Cushman & Wakefield is a leading global real estate services firm with 45,000 employees in more than 70 countries helping occupiers and investors optimize the value of their real estate. Cushman & Wakefield is among the largest commercial real estate services firms with revenue of $6 billion across core services of agency leasing, asset services, capital markets, facility services (C&W Services), global occupier services, investment & asset management (DTZ Investors), project & development services, tenant representation, and valuation & advisory. To learn more, visit or on Twitter. Cushman & Wakefield Primary Services Agency Leasing / Asset Services / Capital Markets / Facility Services Global Occupier Services / Investment & Asset Management Project & Development Services / Tenant Representation / Valuation & Advisory Copyright 2017 Cushman & Wakefield. All rights reserved. Publication Date: Dec 2017
VALUATION & ADVISORY RETAIL CAPABILITIES
VALUATION & ADVISORY RETAIL CAPABILITIES Retail Practice Group The Retail Practice Group has resources across the globe to meet your valuation and advisory related needs. Group members have extensive valuation
More informationGALLAGHER REAL ESTATE & HOSPITALITY PRACTICE. Real Insurance Solutions for Real Estate and Hospitality
GALLAGHER REAL ESTATE & HOSPITALITY PRACTICE Real Insurance Solutions for Real Estate and Hospitality Real Estate & Hospitality Risk Management Services We Understand Your Business Understanding the specific
More informationGALLAGHER EQUITY ADVISORS PRACTICE
GALLAGHER EQUITY ADVISORS PRACTICE The Gallagher Difference The Gallagher Equity Advisors team has experience that covers the entire mergers and acquisitions spectrum, including private equity, venture
More informationAsset Disposition. The Potential Privatization of Federally Funded Loan Portfolios
Asset Disposition The Potential Privatization of Federally Funded Loan Portfolios TABLE OF CONTENTS Purpose 2 Asset Disposition Opportunities 2 Mitigating Financial and Reputational Risks 3 How Can Guidehouse
More informationInvestors remain confident, despite recent volatility in interest rates
BUSINESS BRIEFING Valuation & Advisory A Cushman & Wakefield Valuation & Advisory Publication August 2013 Moving with confidence in self storage Investors remain confident, despite recent volatility in
More informationMorgan Stanley inancials Financials C onference Conference June 11, 2013
Morgan Stanley Financials Conference June 11, 2013 1 Forward-Looking Statements: This presentation contains statements that are based on management s beliefs, assumptions, current expectations, estimates,
More informationRREEF Property Trust. Integrity I Experience I Insight. For Use in Ohio only.
RREEF Property Trust Integrity I Experience I Insight www.rreefpropertytrust.com For Use in Ohio only. Properties pictured are owned by RREEF Property Trust. This material must be preceded or accompanied
More informationInvestments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios
Investments BlackRock was founded by eight entrepreneurs who wanted to start a very different company. One that combined the best of a financial leader and a technology pioneer. And one that focused many
More informationPRIVATE CAPITAL ADVISORY SERVICES EXPERTS WITH IMPACT TM
PRIVATE CAPITAL ADVISORY SERVICES EXPERTS WITH IMPACT TM IMPACTING CHANGE ACROSS THE BUSINESS CYCLE About FTI Consulting FTI Consulting is an independent global business advisory firm dedicated to helping
More informationTailored solutions for Merger & Acquisition risks. Equity and M&A
Tailored solutions for Merger & Acquisition risks. Equity and M&A The Gallagher difference. The Gallagher Equity and M&A team has experience that covers the entire mergers and acquisitions spectrum, including
More informationKenneth J. Cusick Howe Drive Olney, Maryland
Curriculum Vitae Kenneth J. Cusick 17820 Howe Drive Olney, Maryland 301-675-6068 Ken.Cusick@Cusick.com Professional Experience 2013 Present Georgetown University Washington, DC Adjunct Faculty Lecturer
More informationHorse Racing Program. Gaming, Entertainment & Sports Practice
Horse Racing Program Gaming, Entertainment & Sports Practice The horse racing industry is facing more risk challenges than ever before. Economic uncertainty, technology advances, increased competition,
More informationRREEF Property Trust. Integrity I Experience I Insight. Not available for use in Ohio.
RREEF Property Trust Integrity I Experience I Insight www.rreefpropertytrust.com Not available for use in Ohio. Properties pictured are owned by RREEF Property Trust. This material must be preceded or
More informationGateway to real estate. opportunities & expertise
Gateway to real estate opportunities & expertise Meeting clients needs is always top of mind. The strength of our market connections and of our insights makes it possible for us to do that. Todd Everett,
More informationFINANCIAL INSTITUTION GOVERNANCE AND REGULATION SERVICES EXPERTS WITH IMPACT
FINANCIAL INSTITUTION GOVERNANCE AND REGULATION SERVICES EXPERTS WITH IMPACT In today s highly competitive and heavily regulated environment, financial institutions are challenged to remain profitable
More informationJuly 28, Elizabeth M. Murphy Secretary Securities and Exchange Commission 100 F Street, NE Washington, DC 20549
Jennifer J. Johnson Secretary Board of Governors of the Federal Reserve 20 th Street and Constitution Avenue, NW Washington, DC 20549 Robert E. Feldman Executive Secretary Federal Deposit Insurance Corporation
More informationTIAA-CREF Asset Management. TIAA-CREF Global Real Estate Strategies. A solid foundation of forward thinking.
TIAA-CREF Asset Management TIAA-CREF Global Real Estate Strategies A solid foundation of forward thinking. Over decades of real estate investing, we have developed a robust investment platform and an extensive
More informationMARSH CAPTIVE SOLUTIONS
MARSH CAPTIVE SOLUTIONS Face a New World of Risk On Your Terms Fluctuating market conditions, unstable regulatory environments, and global economic shifts affect your day-to-day operations and your bottom
More informationGlobal Finance. Asset-backed securities and derivatives
Global Finance Asset-backed securities and derivatives Collateralized loan obligations Commercial mortgage-backed securities Commercial real estate finance Fund finance Leveraged finance Life sciences
More informationOur strategy is to finance qualified developers using capital raised from loan syndication.
Real Estate Investing and Loan Syndication We strongly believe that Investing in Real Estate provides for superior protection of capital and the most consistent long term performance. Open Source Capital,
More informationInstitutional Solutions. Partnering to make institutions stronger
Institutional Solutions Partnering to make institutions stronger Market presence: who we serve Our leading expertise and reputation in the institutional markets comes from developing comprehensive solutions
More informationI N V E S TO R P R E S E N TAT I O N M AY
I N V E S TO R P R E S E N TAT I O N M AY 2 0 1 5 Forward Looking Statements This presentation contains certain forward-looking statements, including without limitation, statements concerning our operations,
More informationBOFI HOLDING, INC. Investor Presentation September 2017
BOFI HOLDING, INC. Investor Presentation September 2017 NASDAQ: BOFI0 Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act
More informationOur investment philosophy. How we can earn your confidence
Our investment philosophy How we can earn your confidence TABLE OF CONTENTS 1 In times like these 3 Investment philosophy 5 Portfolio management 9 Portfolio construction 10 Sector overview: Putting it
More informationCredit Risk Retention: Dodd- Frank Final Rule February 26, 2015 Presented By: Kenneth E. Kohler Jerry R. Marlatt
Credit Risk Retention: Dodd- Frank Final Rule February 26, 2015 Presented By: Kenneth E. Kohler Jerry R. Marlatt 2014 Morrison & Foerster LLP All Rights Reserved mofo.com Summary of Presentation In this
More informationWho We Are. Regional & National Recognition.
Capabilities Who We Are. Regional & National Recognition. DNB First is a community bank that offers extensive knowledge of the marketplace and local decision making. DNB First is responsible, accessible,
More informationBy: Craig Sedmak. why: tend to be available.
LADDER INSIGHTS: 7 REASONS WHY INSTITUTIONAL INVESTORS SHOULD CONSIDER CMBS IN TODAY S RISING RATE ENVIRONMENT By: Craig Sedmak Managing Director, Ladder Capital Asset Management Portfolio Manager, Ladder
More informationCIVITAS CAPITAL GROUP
CIVITAS CAPITAL GROUP UNCOMPROMISING STANDARDS Civitas Capital Group is an alternative asset management firm that focuses on compelling, niche investment strategies in U.S. real estate and lodging. The
More informationCommercial Banking a proven business model
February 6, 09 Commercial Banking a proven business model Client and community focus Clients at the center of everything we do Coverage strategically segmented to best serve our clients Local delivery
More informationSTATEMENT OF INVESTMENT POLICY, OBJECTIVES, AND GUIDELINES
STATEMENT OF INVESTMENT POLICY, OBJECTIVES, AND GUIDELINES Approved by F&I Committee 09.21.15 Approved by Board of Directors 10.14.15 TABLE OF CONTENTS I. General Information... 1 II. Mission... 1 III.
More informationAon Risk Solutions. Real Estate Practice. Fact-based Solutions for Real Estate Risk Management. Risk. Reinsurance. Human Resources.
Aon Risk Solutions Real Estate Practice Fact-based Solutions for Real Estate Risk Management Risk. Reinsurance. Human Resources. Do these problems sound familiar? My insurance broker doesn t understand
More informationMaking decisions that will affect your life and the lives of those you care about is a deeply personal experience.
TD Wealth Making decisions that will affect your life and the lives of those you care about is a deeply personal experience. At TD, we believe that each client s needs and goals are truly unique, and that
More informationGuidance from Bank Regulators on Managing Commercial Real Estate Concentrations
GLOBAL BANKING & MARKETS Guidance from Bank Regulators on Managing Commercial Real Estate Concentrations Richard Daingerfield Chief Legal Officer, The Royal Bank of Scotland plc NY Branch Chair, Banking
More informationCRE Lending Best Practices
CRE Lending Best Practices Understanding the risk and rewards P R E S E N T E D B Y Rob Ashbaugh Executive Risk Management Consultant Sageworks Disclaimer This presentation may include statements that
More informationLockton Real Estate and Construction
Lockton Real Estate and Construction Insurance Due Diligence and Project Co-ordination Services Safeguarding Transactions for Property Investors/ Lenders/Developers/Fund Managers www.locktonreac.co.uk
More informationistar Annual Report 2016
istar Annual Report 2016 Annual Report 2016 2016 was a year of tangible progress for istar. The company set out to grow its earnings, capture unrecognized value and build a foundation for improved shareholder
More informationIntroduction to Monarch Realty Advisors
Introduction to Monarch Realty Advisors Table of Contents Monarch Realty Advisors Overview Investment Strategy Services Transaction Services Asset Management Services Summary 3 7 12 17 21 Monarch Realty
More informationUnderstanding Business Borrowers $150 COURSE DESCRIPTIONS
ABA SELF-PACED BUSINESS BANKING AND COMMERCIAL LENDING PROGRAMS A $10.00 shipping, recordkeeping and administrative fee will be added to all self-paced enrollments. Course Descriptions Below Register Now!
More informationCommercial Real Estate Services
GROUP, GROUP, INC. INC. Global Global Market Market Leader Leader in in Integrated Integrated Commercial Real Estate Services JUNE 2016 JUNE 2016 FORWARD-LOOKING STATEMENTS This presentation contains statements
More informationADVANCING YOUR ORGANIZATION S MISSION. Services for Foundations and Endowments
ADVANCING YOUR ORGANIZATION S MISSION Services for Foundations and Endowments CHAMPIONING YOUR CAUSE You have an important mission to promote, but managing the financial details can be challenging. Overseeing
More informationTailored Solutions for Merger & Acquisition Risks
Tailored Solutions for Merger & Acquisition Risks GALLAGHER EQUITY ADVISORS PRACTICE The Gallagher Difference The Gallagher Equity Advisors team has experience that covers the entire mergers and acquisitions
More informationBOFI HOLDING, INC. Investor Presentation May 2017
BOFI HOLDING, INC. Investor Presentation May 2017 NASDAQ: BOFI0 Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995
More informationExperience MassMutual Institutional Solutions
Experience MassMutual Institutional Solutions Market presence: who we serve Our leading expertise and reputation in the institutional markets comes from developing comprehensive solutions that deliver
More informationNEW YORK CAPITAL ENTERPRISES, LLC
NEW YORK CAPITAL ENTERPRISES, LLC Commercial Lending Taiillored solluttiions" 44 Wall Street, 12 th FL. NEW YORK, NY 10005 Tel. 212-269-7001 Fax 212-269-7002 www.nycapitalent.com Having a wealth of entrepreneurial
More informationCommercial Real Estate Services
GROUP, GROUP, INC. INC. Global Global Market Market Leader Leader in in Integrated Integrated Commercial Real Estate Services JUNE 2016 NOVEMBER 2016 FORWARD-LOOKING STATEMENTS This presentation contains
More informationthe preeminent source of capital solutions for multifamily owners and operators berkpoint.com
the preeminent source of capital solutions for multifamily owners and operators berkpoint.com Enclave at Tranquility Lake a leader in the multifamily space we offer a depth of market knowledge and experience
More informationInstitutional Wealth Services. Helping organizations maximize institutional assets and bolster their employee financial benefits.
Institutional Wealth Services Helping organizations maximize institutional assets and bolster their employee financial benefits. 2 Morgan Stanley 2016 A Message From Marc Brookman Over the past 80 years,
More informationChina capital markets Be prepared to seize the investment opportunities INVESTOR GUIDE
China capital markets Be prepared to seize the investment opportunities INVESTOR GUIDE China capital markets Be prepared to seize the investment opportunities 2 China is opening up new doors to investment
More informationMERCER CAPITAL OIL & GAS QUALIFICATIONS
MERCER CAPITAL OIL & GAS QUALIFICATIONS MERCER CAPITAL Mercer Capital is a national valuation and financial advisory firm. Clients include private and public companies, financial institutions, high-net
More informationMERCER CAPITAL Financial Institutions Group
MERCER CAPITAL Financial Institutions Group MERCER CAPITAL Mercer Capital is a national valuation and financial advisory firm. Clients include private and public companies, financial institutions, high-net
More informationINTERNATIONAL BANKING
INTERNATIONAL BANKING WHAT OUR CLIENTS SAY We needed a likeminded partner as a banker that was committed to serving small and mid-sized companies, including those with international operations, by providing
More informationMERCER CAPITAL OILFIELD & RELATED SERVICES
MERCER CAPITAL OILFIELD & RELATED SERVICES MERCER CAPITAL Mercer Capital is a national valuation and financial advisory firm. Clients include private and public companies, financial institutions, high-net
More informationLockton Commercial Surety Operations. Offering Our Clients Surety Bond Programs and Solutions
Lockton Commercial Surety Operations Offering Our Clients Surety Bond Programs and Solutions L O C K T O N C O M P A N I E S LOCKTON SURETY OPERATIONS COUNTRYWIDE Lockton was founded in 1966 on a solid
More informationNovember 24, Asset Security with Charles Schwab & Co. Inc.
November 24, 2008 Re: Asset Security with Charles Schwab & Co. Inc. In light of ongoing turbulence in the financial markets and in response to questions and concerns you may have, your advisor asked us
More informationThe Leader in Real Estate Private Placements
Inland Private Capital Corporation The Leader in Real Estate Private Placements Private Capital Corporation Inland Private Capital Corporation specializes in offering a diverse menu of Section 1031 exchange
More informationNonprofits face many challenges. Growing investments. to support your operational needs. Meeting the need for
H E L P I N G Y O U A C H I E V E Y O U R O R G A N I Z A T I O N S M I S S I O N F o u n d a t i o n & I n s t i t u t i o n a l A d v i s o r s Y O U R O R G A N I Z A T I O N S N E E D S A R E C O M
More information2018 National Survey of Community Banks
2018 National Survey of Community Banks Thank you for agreeing to participate in a brief survey being conducted by the Survey Research Institute (SRI) at Cornell University on behalf of the state banking
More informationActuarial valuation of employee benefits under AS15 and IAS19
Actuarial valuation of employee benefits under AS15 and IAS19 Our experts can help you and your clients: Estimate employee benefits expense and liability to be recognized in the financial statements Project
More informationMinimize risk. Maximize return.
Secure your legacy. Trusted partners the world over. Minimize risk. Maximize return. Trimont has partnered with a variety of global lenders and investors to provide asset management and servicing on dozens
More informationTailored Solutions for Financial Institutions GALLAGHER FINANCIAL INSTITUTIONS PRACTICE
GALLAGHER FINANCIAL INSTITUTIONS PRACTICE Tailored Solutions for Financial Institutions Insurance Brokerage Benefits & Retirement Consulting Claims Administration & Advocacy Institutional Investment &
More informationFannie Mae Multifamily. Structured Transactions: Sophisticated Solutions for Sophisticated Strategies. fanniemae.com/multifamily
Fannie Mae Multifamily Structured Transactions: Sophisticated Solutions for Sophisticated Strategies fanniemae.com/multifamily What's your portfolio strategy? Sophisticated Solutions Fannie Mae s structured
More information1Q19 Financial Results. April 18, 2019
1Q19 Financial Results April 18, 2019 Forward-looking statements and use of key performance metrics and non-gaap financial measures This document contains forward-looking statements within the meaning
More informationBank of America Merrill Lynch Leveraged Finance Conference. November 29, 2016 NYSE: RDN
Bank of America Merrill Lynch Leveraged Finance Conference November 29, 2016 NYSE: RDN www.radian.biz 1 AGENDA Post Crisis U.S. Housing Market What is Private Mortgage Insurance? Strong Business Fundamentals
More informationA good financial product and a good law firm have more in common
STRUCTURED PRODUCTS A good financial product and a good law firm have more in common than may be apparent to the casual observer. Effective financial products invariably require careful structuring. A
More informationPublic Sector Practice
Aon Risk Solutions Public Sector Practice Forward-Thinking Risk Solutions for the Public Sector Risk. Reinsurance. Human Resources. Risk Thought Leadership for Governmental, Quasi-governmental, Civil,
More informationPrincipal Real Estate Investors, LLC ADV Part 2A 801 Grand Ave Des Moines, IA Phone:
Principal Real Estate Investors, LLC ADV Part 2A 801 Grand Ave Des Moines, IA 50309 Phone: 800-533-1390 www.principalglobal.com March 30, 2017 This brochure provides information about the qualifications
More information2016 BUSINESS OUTLOOK DAY CBRE STRATEGY. Bob Sulentic President & Chief Executive Officer
2016 BUSINESS OUTLOOK DAY CBRE STRATEGY Bob Sulentic President & Chief Executive Officer Forward-Looking Statements This presentation contains statements that are forward looking within the meaning of
More informationCommercial Real Estate: Is Another Crisis Looming?
Commercial Real Estate: Is Another Crisis Looming? Commercial Real Estate Mortgages and Mortgage-Backed Securities Cornerstone Research specializes in assisting attorneys with the complex business issues
More informationPreferred Stock, 8.25% Series A Cumulative. Preferred Stock, 7.75% Series B Cumulative. Preferred Stock, 8.50% Series C Cumulative
! UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended or " TRANSITION
More informationManaging Commercial Real Estate Lending Risk from Loan Origination through Maturity: The Potential for Pain
by Managing Commercial Real Estate Lending Risk from Loan Origination through Maturity: The Potential for Pain Regulators have strongly signaled their unease with growing CRE concentrations Smaller banks
More informationClient Risk Solutions Going beyond insurance. Overview
Client Risk Solutions Going beyond insurance Overview For nearly a century AIG has handled millions of business insurance claims throughout the world, giving us a vast storehouse of data and insights across
More informationPinsent Masons in the UAE
Pinsent Masons in the UAE Pinsent Masons In the UAE Introduction Our UAE office, based in the heart of Dubai s financial district, combines local knowledge with an international experience to advise clients
More informationAIB Bank Financial Management Diploma
h Name AIB Bank Financial Management Diploma This diploma is designed for individuals who are involved in the financial management of their bank, including junior officers up through CEOs, CFOs and other
More informationBlackRock Solutions CMBS Credit Model
Aladdin Model Documentation BlackRock Solutions CMBS Credit Model June 2017 2017 BlackRock, Inc. All Rights Reserved. BLACKROCK, BLACKROCK SOLUTIONS and ALADDIN are registered trademarks of BlackRock,
More informationThe ABCs of CDOs The Buzz from the MBA Conference
The ABCs of CDOs The Buzz from the MBA Conference Real Estate Finance Association Members Only Luncheon March 15 th, 2007 CDO 101 Dan Walsh Collateralized Debt Obligations 3 What Is A CDO? Commercial Real
More informationThe ICBK Story Q Holding Company for:
The ICBK Story Q3 2017 Holding Company for: Q3 2017 Forward Looking Statements EXCEPT AS OTHERWISE INDICATED, THIS PRESENTATION SPEAKS AS OF THE DATE HEREOF.THE DELIVERY OF THIS PRESENTATION SHALL NOT,
More informationU.S. LODGING INDUSTRY OVERVIEW
April 2018 U.S. LODGING INDUSTRY OVERVIEW HOSPITALITY & GAMING A Cushman & Wakefield Valuation & Advisory Publication A Cushman & Wakefield Valuation & Advisory Publication INTRODUCTION 2018 Is the Cycle
More informationU.S. Bancorp Reports Net Income for the Third Quarter of 2008
undefined U.S. Bank Home Customer Service Contact Us Locations Careers About U.S. Bancorp Investor/Shareholder Information > News and Events > Related Links Careers at U.S. Bancorp Community Relations
More informationFinancial Institution Partner Program (FIPP) Wilshire Boulevard, Suite 1800 Los Angeles, CA PHONE (310) FAX (310)
W Financial Institution Partner Program (FIPP) 11755 Wilshire Boulevard, Suite 1800 Los Angeles, CA 90025 PHONE (310) 231-1270 FAX (310) 231-1271 Introduction West Bay Capital, LLC ( West Bay ) is a private
More informationCBRE GROUP, INC. Global Market Leader in Integrated Commercial Real Estate Services
CBRE GROUP, INC. Global Market Leader in Integrated Commercial Real Estate Services September 2014 FORWARD-LOOKING STATEMENTS This presentation contains statements that are forward looking within the meaning
More informationNavigating the Regulatory Compliance Environment for Investment and BusinessPurpose Mortgage Loans
THE BANKING LAW JOURNAL Navigating the Regulatory Compliance Environment for Investment and BusinessPurpose Mortgage Loans Allison Botos Schilz and Abigail M. Lyle* In today s regulatory environment, lenders
More informationRisk Management. Investor Day 2016
Risk Management Investor Day 2016 Risk Management at U.S. Bancorp Risk and governance starts at the top The Risk Management Committee of the Board of Directors approves and oversees the risk management
More informationAon Benfield Fac. Capabilities Brochure
Aon Benfield Fac Capabilities Brochure Aon Benfield Fac Fac buying, once perceived as time consuming and administratively burdensome, is now accessible, efficient and strategic. Aon Benfield Fac is reducing
More informationOFFICE SOLUTION SUITE
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> BLOOMBERG FOR FAMILY OFFICES A Bloomberg Professional Service Offering FAMILY OFFICE SOLUTION SUITE CONTENTS 03 NETWORK 03 MARKET INSIGHT
More informationCreating an Integrated Real Estate Risk Function: Development of Synergies Between Appraisal, Environmental, Construction, & Flood Insurance
1 Creating an Integrated Real Estate Risk Function: Development of Synergies Between Appraisal, Environmental, Construction, & Flood Insurance 2 PRESENTATION SUMMARY As part of a commercial real estate
More informationVantiv Investor Presentation
Vantiv Investor Presentation February 1, 2017 2015 Vantiv, LLC. All rights reserved. Disclaimer This presentation contains forward-looking statements that are subject to risks and uncertainties. All statements
More informationResource Credit Income Fund (the Fund )
Resource Credit Income Fund (the Fund ) Supplement No. 2 dated December 3, 2018 to the Prospectus dated February 1, 2018, as supplemented July 2, 2018 (the Prospectus ) Effec ve December 3, 2018: 1. In
More informationLecture Materials LOAN PORTFOLIO MANAGEMENT YEAR 1. George E. Ruth Rosemount, Minnesota
Lecture Materials LOAN PORTFOLIO MANAGEMENT YEAR 1 George E. Ruth Rosemount, Minnesota gruth_1@yahoo.com 651-328-3833 August 8, 2017 1 Loan Portfolio Management Year 1 Session 1 Tuesday August 8th: 8:30
More informationDeveloping a new generation of mortgage banking leaders
Developing a new generation of mortgage banking leaders An industry call-to-action by Carol Hartman and Glen Corso Developing a new generation of mortgage banking Executive Summary A shortage of mortgage
More informationWilliam Blair & Company 30 th Annual Growth Stock Conference
William Blair & Company 30 th Annual Growth Stock Conference Frederick H. Waddell, Chairman and Chief Executive Officer Northern Trust Corporation June 16, 2010 1 2010 Northern Trust Corporation Forward
More informationTIAA Individual Advisory Services. Personalized financial advice for every stage of life
TIAA Individual Advisory Services Personalized financial advice for every stage of life Personalized solutions for your financial independence Find an advisor today. Go to TIAA.org/ individualadvisoryservices
More informationNew Markets Tax Credits. How to close a gap in a project s financing and add a layer of tax credit equity to the capital stack
New Markets Tax Credits How to close a gap in a project s financing and add a layer of tax credit equity to the capital stack CONNECT WITH US Presenter Michael Ross President, Principal +1 (512) 975 7290
More informationExperience & Integrity. Churchill Stateside Group - Debt Products. Product Lines. FHA HUD Multifamily Approved Lender
Experience & Integrity Churchill Stateside Group - Debt Products Product Lines USDA Rural Development 538 Guaranteed Loan Program Construction and permanent financing for small, rural multifamily developments.
More informationOverview of S&P s Request for Comment: Insurers: Rating Methodology
Aon Benfield Analytics Overview of S&P s Request for Comment: Insurers: Rating Methodology July 2012 General Overview On July 9, 2012, Standard & Poor s (S&P) released a Request for Comment (RFC) that
More informationWhen you have to be right. Financial Services. CompliSource
When you have to be right Financial Services CompliSource Your singular solution for comprehensive state consumer finance and mortgage lending laws and regulations. CompliSource is an integrated online
More informationA LEADER IN MULTIFAMILY AND HEALTHCARE LENDING
A LEADER IN MULTIFAMILY AND HEALTHCARE LENDING Greystone will work hard to help you accomplish your financial needs. We will use our creativity, drive and passion to deliver unparalleled business solutions
More informationForward-Looking Information
2017 Year in Review Forward-Looking Information This presentation contains, and future oral and written statements of the Company and its management may contain, forward-looking statements within the meaning
More informationVERSUS CAPITAL MULTI-MANAGER REAL ESTATE INCOME FUND LLC
PROSPECTUS DATED APRIL 18, 2017 VERSUS CAPITAL MULTI-MANAGER REAL ESTATE INCOME FUND LLC Limited Liability Company Shares of Beneficial Interest: Class F Shares (VCMRX) & Class I Shares (VCMIX) Versus
More informationPositioned for Growth Rufus Yates BB&T Securities President/CEO Financial Services Commercial Finance Manager. Investor Day 2018
Positioned for Growth Rufus Yates BB&T Securities President/CEO Financial Services Commercial Finance Manager Investor Day 2018 Key Takeaways 1Segment provides revenue, asset and geographic diversification
More informationFixed Income Investor Presentation. 1 st Quarter 2019
Fixed Income Investor Presentation 1 st Quarter 2019 Building full-service banking relationships with business owners across Canada Focused Balance Growth strategy to deliver high-quality balance sheet
More information