investment presentation template
Transcript: Presented by Brian Garbutt Senior Vice President Lee & Associates 23 Corporate Plaza Newport Beach, CA THANK YOU! Investment Sales Presentation OUR OFFICE Lee & Associates, Inc. - Irvine 9838 Research Drive Irvine, CA 92618 Our Experience TEAM 22 Years Experience Over $3 Billion in Commercial Transactions #1 Low Rise Broker in OC Our personal stall includes a full-time support team. Our team also includes: a full-time appearance coordinator, marketing department, and a junior broker dedicated to working on your property. Brian Garbutt Allen Basso Our Team OUR VISION… To provide the highest quality, most effective real estate services available in the industry. What Makes Us Different? 18 Years Experience Completed over $75M in transactions over the past 12 months Market Overview OFFERING Click to edit text COMPETITIVE BUILDINGS FOR SALE COMPETITIVE BUILDINGS FOR SALE 01. 02. 03. 2260 University Drive Newport Beach, CA 25,561 SF $15,250,000 $574/PSF 20151 Birch Street Newport Beach, CA 23,089 SF $8,900,000 $390/PSF 18071 Fitch Irvine, CA 25,125 SF $9,500,000 $378/PSF TENANT IDENTIFICATION TENANT IDENTIFICATION Attorneys Technology Firms Finance Companies Mortgage Companies Software Companies OWNER/USER $9,999,000 or $385 PSF INVESTOR Lease the building at $1.75 NNN, increasing NOI to $545,639, valuing the building at a 5% cap rate at $10,912.000. Cost to lease the building would be approximately $260,000 in Tenant Improvements and $90,000 in commissions Net asking price of $10,562,000 for approximate value between $10,000,000 and $10,500,000. MARKETING SUGGESTIONS Value SALES COMPARABLES Access To Capital CASH FLOW Timing March 31, 2019 Close of Escrow November 23 - December 1, 2018 Listing Signed Gather Information / Prepare Marketing Materials Distribute Information and Market Property January 1 - 14, 2019 Offers Due Counter Offers February 1, 2019 Open Escrow January 21 - 31, 2019 Best & Final Offers Negotiate Purchase & Sale Agreement Ten Reasons Top 10 Reasons to Hire Lee & Associates 1. Have sold more low-rise office buildings in Orange County than any other team. 2. Have an in-depth knowledge of the OC Market, the competing buildings and what makes Buyer’s choose one property over another. 10. Have an exclusive database of foreign and domestic buyers in exchanges. 7. Are market experts for this submarket focused solely on leasing and selling low rise office buildings. 4. Know how to sell the advantages of this submarket to get record pricing for properties. 6. Offer a full service team, from brokers to graphic artists. 5. Have set record comps for buildings sold numerous times in this submarket. 8. Will personally meet with prospective prospects thus overcoming any objections 9. My team is the #1 brokerage team in low rise office transactions in the Airport Area all firms. 3. Offer creative marketing, and will utilize local print and direct marketing to ensure exposure.