OSU INNOVATIONS DISTRICT
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RUN OF SHOW
10:00am - 10:30am: Kick-off Coffee Chat • Brookfield's interest and approach to institutional partnerships • OSU and Columbus • Innovation District vision
10:30am - 11:15am: intros Ohio State University • Roles and responsibilities Brookfield • Local leadership • Roles and responsibilities • The project team / your boots-on-theground
11:15am - 11:30am: summary of prior presentations Resources and support from the entire Brookfield organization
11:30am - 12:30pm: our process • How our process applies to Columbus, Ohio State University, and SciTech • Placemaking + Planning • Environmental, Social + Governance (ESG) • Brookfield Growth
12:30pm - 1:45pm: Lunch
2:00pm - 4:00pm: Tour the yards • The Yards Overview • Experience with institutional partners • Lessons learned and examples of solving for systems of bureaucracies • Community engagement and DEI efforts
4:00pm - 5:00pm: Scenarios Workshop highlighting different potential scenarios and our approach
5:00pm - 5:30pm: Q+A 5:30pm - 6:00PM: wrap-up
Kick-off Why are we here? 10:00am - 10:30am
Intros 10:30am - 11:15am
PROJECT LEADS
Your boots-on-theground OSU INNOVATION DISTRICT PROJECT TEAM
CHASE MARTIN
MATT ELSESSER
JASON BONNET
Chase joined Brookfield as a leader in the Investments and Strategy group. He is responsible for the Strategic Partnerships Initiative, which identifies and partners with various types of institutions to find a mutually beneficial structure by leveraging Brookfield’s real estate platform.
Matt is responsible for a pipeline of over $10 billion in mixed-use developments across the United States. Matt oversees project teams of developers and construction project managers in Chicago, Nashville, Denver and San Francisco.
In his current role as Senior Vice President of Development for the Mixed-Use East group, Jason oversees the development pipeline and team for Brookfield Properties Development's East Coast markets. In his previous role located in San Francisco, Jason led the 5M project in the SoMa neighborhood - $1B+ mixed-use development over 4 acres; and led all vertical residential development for the $3B+ Pier 70 waterfront district – entitled for 2,000 residential units. Prior to SF, Jason was in the Washington DC office, previously Vice President of Development for Forest City Realty Trust, where he led multiple projects in the Phase I development of The Yards – approx. 1,000 multifamily units & over 150,000 SF retail, as well as hotel and condominium uses.
President, East Region, Mixed-use LOCAL TEAM
PROJECT LEADS
SVP, Investments
Chase has over 18 years of full life-cycle real estate development and operating experience. He has worked across a variety of asset classes including Office, Retail, Hospitality, Residential, and Master Planned Developments. Prior to joining Brookfield, Chase was Sr. Vice President of Development and Alternative Revenue at The Cordish Companies. Before Cordish, he worked in consulting focusing on the Finance, Real Estate, and Sports industries. Chase holds a Bachelor's degree from the University of North Carolina at Chapel Hill. Chase is a member of various professional organizations including ICSC, ULI, and NAIOP, as well as personal organizations Kieve Wavus Education and the Calvert School.
Prior to this position, Matt was Executive Vice President of Forest City Realty Trust, where he was responsible for managing the development of approximately 8 million sq. ft. in Forest City's core markets including Washington, D.C., New York, Denver, San Francisco, Los Angeles and Dallas. Matt's experience with Forest City began in 2005 as an analyst in Construction Services, and advanced through a series of positions of increasing responsibility in the company's Commercial Group, including Retail Financial Manager, Director of Financial Analysis to Vice President of Investment Management. Prior to joining Forest City, Elsesser worked as an Estimator and Project Manager for DiGioiaSuburban Excavating in Cleveland, Ohio.
SVP, Development
Jason relocated back to Washington DC to join then Forest City after obtaining a Master's in Real Estate Development at the University of Southern California. Jason obtained his Bachelor of Arts degree from the University of North Carolina at Chapel Hill. In addition, Jason is an alumnus of Harvard Business School.
Leadership + advisory team Our team has experience working together on large, complex master planning and development projects.
JUDAH SIEGAL
Toby millman
JILL ZIEGLER
ANDRE BANKS
SVP, Brookfield Growth PARTNERS
Svp, development
SR. DIRECTOR, SUSTAINABILITY
Director, social inclu
JOHN LECKER
ALEX ANTOLINO
John is Vice President of Development for Office and Life Sciences at Brookfield Properties. As part of Forest City, he has worked on several award-winning large scale development projects, including the S+T Park at Johns Hopkins in Baltimore, a $1.8B 88-acre mixed use project and one of the largest urban redevelopment initiatives, and most recently, the 53-acre mixed use redevelopment project known as The Yards in Washington, DC. He is responsible for overseeing and managing projects from master planning through entitlements, design, financing, construction and lease up. Past projects include the 700,000 SF bio-medical research campus known as Janelia Farm Research Campus for the Howard Hughes Medical Institute in Ashburn, VA, several public safety and technology projects for the Government of the District of Columbia and over 1M SF of state-of-the-art laboratory facilities at the National Institute of Standards & Technology (NIST).
Alex is a Vice President with Brookfield Properties Development. He is responsible for mixed-use development opportunities in Chicago and various other markets in the Eastern United States. He recently completed the 635,000 SF conversion of the historic Marshall Field's department store into premier office space in downtown Chicago. Prior to joining Brookfield Properties, Alex spent eight years at DDR Corp. (now SITE Centers), a publicly traded REIT that owned, developed and managed retail shopping centers throughout the United States and Puerto Rico. During his career, Alex has overseen over $800M of retail and mixed-use development projects.
VP, Development LOCAL TEAM
VP, DEVELOPMENT
John holds a Bachelor of Science in Architectural Engineering/Construction Management, a 5-year program, from the Pennsylvania State University.
sion
Alex is a graduate of the University of Wisconsin – Madison with a double major in Real Estate and Finance. Alex is an active member of the Urban Land Institute (ULI) and the Wisconsin Real Estate Alumni Association (WREAA), where he served on the Board of Directors from 20142016.
Carmen Strauchon
Michael odum
Director, development
Associate, development
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Ohio state university Innovation district team
KEITH MYERS
VP, OSU OFFICE OF PLANNING, ARCHITECTURE AND REAL ESTATE SCITECH BOARD PRESIDENT
JAY KASEY
SVP, OSU OFFICE OF ADMINISTRATION AND PLANNING SCITECH BOARD MEMBER
DR. GRACE WANG
MIKE PAPADAKIS
EVP, ENTERPRISE FOR RESEARCH, INNOVATION AND KNOWLEDGE SCITECH BOARD CHAIR
Svp + CFO Osu office of business + finance Scitech board member
AMANDA HOFFSIS
COLLEEN GILGER
ASSOCIATE VP OSU OFFICE OF PLANNING ARCHITECTURE AND REAL ESTATE
DIRECTOR, ECONOMIC DEVELOPMENT OSU OFFICE OF INNOVATION AND ECONOMIC DEVELOPMENT CORPORATE PARTNERSHIPS TEAM
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RFQ response linked here for reference
summary Of prior presentations 11:15am - 11:30am
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SUMMARY OF PRIOR PRESENTATIONS
BROOKFIELD PROPERTIES PIONEERS OF LONG-TERM IMPACT
AN ALIGNMENT
We are invested in long-life, high-quality assets and businesses around the world • Renewable power + transition • Infrastructure • Real estate • Private equity • Credit + insurance solutions
OSU VALUES: EXCELLENCE
LOCAL LEADERSHIP HARNESSING GLOBAL RESOURCES
DIVERSITY + I INCLUSION +
CARE + COMP
INTEGRITY+ R
OF VALUES BROOKFIELD VALUES: IMAGINATION INNOVATION INNOVATION INTEGRITY IMPACT + IMPACT
NNOVATION
INCLUSION
PASSION INTEGRITY + IMPACT INCLUSION EQUITY
EQUITY
EQUITY
PASSION
RESPECT
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SUMMARY OF PRIOR PRESENTATIONS
BROOKFIELD PROPERTIES
PLACEMAKING: THE BROOKFIELD EXPERIENCE Bringing public spaces to life through world-class programming, cultural experiences, activations, concerts, visual art, community events + more • Leverage cross-sector knowledge base and asset expertise for creative conceptualization • Utilize internal programs like Brookfield Arts + Brookfield Cares • Alignment of goals within the community • Experiential destinations for workers, residents, consumers and visitors
WE ARE COLLABORAT
With our communities and within our organi
Engagement • User research / foc • Community meetin • Workshops • Open houses • Events • Partnerships with l businesses
Stakeholders • Residents • Businesses • Potential employer • City agencies • Elected officials • Community organi
TORS
s, partners ization
cus groups ngs
local
rs
izations
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SUMMARY OF PRIOR PRESENTATIONS
PROJECT EXPERIENCE AT A GLANCE
Johns Hopkins, MD
Pier 70, CA
The Yards, DC
MIT, MA
5th + Broadway, TN
Playa Vista, CA
Cornell Tech, NY
Manhattan West, NY
Central Park, CO
Full Cycle Real Estate Expertise
Office Expertise with Life Science Specialty
Public-Private Partnership
Infrastructure Master Plan
Environmental + Sustainability
Community Engagement
SUMMARY OF PRIOR PRESENTATIONS
Inclusion + Equity THIS GUIDING PRINCIPLE WILL LEAD US INTO PRODUCTIVE AND VISIONARY CONVERSATIONS WITH THE COMMUNITY Our Brookfield team places high value on local, minority-owned, female-owned, and veteranowned small business participation in all of our projects. The approach for the Ohio State University project is a two-step approach, which includes both attraction and recruitment as well as mentoring and training. The Brookfield DEI team will inform all community input and subcontracting efforts for the project. We will identify opportunities to engage all stakeholders in the project. We pride ourselves on not only delivering great projects to the community, but also our ability to bring the community into our great projects. Brookfield recognizes that part of our developer role is to educate, engage, and excite the surrounding neighborhoods about the investment being made in their community. We will ensure that we are maximizing the power of this project and the impact it can have on the community. Brookfield's social inclusion approach is based on underlying strategies designed to reflect the six core strategies that have consistently shown success in evaluating a citizen-centric framework that encourages engagement and diversification in business and workforce.
5M Community Partners
1,000+ Washington DC residents hired in various roles at The Yards 20+ workforce training partnerships established
6 Enablers Community Outreach – Increase exposure and awareness of opportunities Matchmaker – Identify, connect and create cooperative connections M/W/VBE Capacity Building – Business coaching and consulting services Mentor-Protégé – Collaboration to increase and expand capabilities Recruitment – Pipeline to connect workforce to jobs and talent development Business Development – Skills building, retooling and innovation
OUR PRIMARY INITIATIVES
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Create and implement a global positive work environment policy. Introduce a leadership training program that helps all team members achieve their highest potential.
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Ongoing focus on diversity in our recruitment by actively seeking a diverse slate of candidates and having a diverse interview panel.
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Establish internal groups and networks including a Black Professionals Network, Women's Network, Pride Network and Brookfield Women's Advisory Committee.
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Develop speaker series focused on relevant social issues such as Holocaust survivors, Black Lives Matter, Immigration, LGBTQ+, and Women’s Rights.
Brookfield is committed to being inclusive by harnessing HBCU alumni networks, talent, graduates, and partnerships.
5M Development Team 11
Our process HOW OUR PROCESS APPLIES TO Columbus, OSU and scitech 11:30am - 12:30pm Chase Martin + Alex Antolino
An alignment of values SHARED MISSION + VISION We create places where people connect and innovations converge to improve lives in the markets and communities we enter.
OSU VALUES: EXCELLENCE + IMPACT DIVERSITY + INNOVATION INCLUSION + EQUITY CARE AND COMPASSION INTEGRITY+ RESPECT
BROOKFIELD PROPERTIES’ VALUES:
INNOVATION INTEGRITY IMPACT INCLUSION
IMAGINATION INNOVATION PASSION INTEGRITY+ IMPACT INCLUSION EQUITY
EQUITY
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OUR PROCESS
Integrity + Impact LONG-TERM PARTNER FOR OHIO STATE We are global leaders and have been local to Ohio for nearly a century. Our operations in Cleveland support the development and management of dynamic commercial, residential and mixed-use real estate across the United States and our global business.
Commitment to Community OUR EXPERIENCE WORKING LOCALLY COMES DOWN TO OUR PEOPLE, OUR RESOURCES AND OUR PROCESS ROOTED IN COMMUNITY ENGAGEMENT
PORTFOLIO HIGHLIGHT:
PIER 70 SAN FRANCISCO, CA “They have a gold standard in community engagement. The speed at which they moved from Entitlement to being in the ground is extraordinary.” ELAINE FORBES EX EC U T I VE DIR ECTOR PORT OF SAN FR ANCISCO
Our robust engagement process is critical to our visioning and planning efforts. Through a series of gatherings with a broad set of stakeholders, we ensure that everyone is heard and that their input is incorporated. This allows us to cultivate strong early concepts and clearly communicate what the Ohio State Innovation District vision is, as well as create partnerships with organizations and businesses that may become key partners. The Road Map:
ENGAGE + LISTEN Community engagement should be honest, respectful, and transparent. We are committed to operating ethically and making a positive impact in the communities where we develop.
EDUCATE + COLLABORATE Community engagement should be accessible and balanced; listening and capturing a full range of values and perspectives. It should promote dialogue and open genuine discussion.
INFLUENCE + INCORPORATE Community engagement should be reflected in outcomes. The community should be able to see and understand the impact of their involvement and how it's integrated into our vision. 14
OUR PROCESS
OUR FULLY INTEGRATED DEVELOPMENT APPROACH A ONE-WINDOW APPROACH STRUCTURED TO DELIVER LONG-TERM VALUE Brookfield is organized to deploy expertise across locales, sectors, industries and business strategies. Our ‘Owner + Operator' mentality informs how development interfaces with investment and operational considerations at every juncture during an asset's life cycle to ensure special places are brought to life for the long-term. Our approach to balancing global resources with local leadership enables us to apply a diverse pool of expertise locally, designed to harness Brookfield's global capabilities across horizontal, mixed-use and sports-anchored development in a way that maximizes application for Ohio State University.
PARTNERSHIP
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Planning
Pre-Development
STRATEGY
FEASIBILITY
DESIGN
ENTITLE
REVIEW + AP
EMENT
INVESTMENTS
BROOKFIELD PROPERTIES DEVELOPMENT
DEVELOPMENT
OPERATIONS
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04
Development
CONSTRUCTION
Operations
ACTIVATION
STABILIZATION
PPROVALS 15
Our process Placemaking + planning Jason bonnet, carmen Strauchon + john lecker
OUR PROCESS
placemaking The Brookfield experience
HOW WE TRANSFORM URBAN VISION INTO ENDURING VALUE
• Develop creative strategy asset assessment resulting in foundational narrative vision • Determine creative use of space and experiences resulting in revenue generation • Engage best-in-class partners and sponsors through Skylight relationships resulting in strategic brand alignment to real estate • Execute events and programming with a decade of operational expertise resulting in saved money, increased margins and ensure a high-caliber tenant and consumer experience
Bringing spaces to life By applying boundless imagination to the world's most complex and significant projects, we are creating a better company for our people and partners, better communities for our neighbors, and a better world for us all.
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OUR PROCESS
Arts Brookfield
Our distinguished arts and events program brings public spaces to life t concerts, dance, visual art, community events, and more
through world-class cultural experiences and activations, including
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Our process Environmental, social + governance Jill ziegler
OUR PROCESS
OUR esg mission BUILD A BETTER WORLD FOR PEOPLE, BUSINESS, COMMUNITY AND PLANET The priorities within our four strategic pillars guide our actions to exceed environmental, social, and governance standards, every day
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• • • • • • •
3
• • • •
1. Lead on sustainable solutions
• • • • • • •
Climate Risks GHG Emissions Waste Management Water Energy Biodiversity Sustainable Development
3. Empower our people
• • • •
Diversity and Inclusion Employee Health, Safety and Wellbeing Employee Engagement Human Rights
2. Partner for thriving communities • • • • • • •
Tenant Engagement Community Engagement Vendor Selection Responsible Contractor Public Policy Philanthropy Wellness
4. Promote trust through governance • • • • • • •
Executive ESG Management Regulatory Compliance Transparency and Reporting Risk Assessment and Management Data Privacy Cybersecurity Ethics, Integrity and ABC
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OUR PROCESS
WE WILL BE NET ZERO BY 2050 OR SOONER
Our Net Zero Pathway
2020 Brookfield Properties is leading the way in developing real estate fit for the demands of today and the future
Es
Ne
2030
>3 de
Ta de
By 2050, we commit that our full global portfolio will achieve Net Zero emissions
2040 2050
Ac sec
N
Ac Pr
More than 800 properties and over 375M SF of re sectors including office, retail, multifamily, hospita
tablish baselines
et zero plans for all investments
30% of our overall portfolio on a ecarbonization pathway
rget 50% core office portfolio ecarbonized
ccelerate decarbonization across ctors
Net zero
Enabling actions Measure and manage property=level upstream and downstream emissions Implement energy-efficient operations and best practices Invest in on-site and offsite renewable energy solutions Judicious use of highimpact carbon credits only leveraged to compensate residual unavoidable emissions
cross the full Brookfield roperties Portfolio
eal estate across all ality, and logistics
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OUR PROCESS
Sustainability is embedded throughout our entire development lifecycle
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OUR PROCESS
Operationalizing Sustainability Sustainability in action
Green Building Certifications Global expertise
• Dozens of ESG Practitioners • Brookfield Renewable • Innovative Precedence
Technical partnerships • Consultant Network • Industry Groups
Occupant Education
Distri Wate
Bespoke tools
• Design Standards • Custom Sustainability Plans
Best practice alignment
• Regulation / Code Monitoring • Green Building Certifications
Supplier Diversity
Net Zero/Low Carbon Strategies
ct Energy & er Solutions
Long-term Sustainability Planning
Health & Wellness
Sustainable Supply Chain
Renewable Energy
Community Engagement
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OUR PROCESS
ESG Case study 5M San Francisco, ca In June 2018, we partnered with community organizations and city agencies to host a breaking ground community event for the 5M mixed-use development in San Francisco. We supported local businesses by partnering with food trucks and collaborating with a local art organization, 1AM Gallery, to provide onsite art activities with attendees. Our 5M team also worked to ensure the continuation of "Off the Grid," a weekly lunch gathering of food trucks and a favorite amongst locals, even during construction. In addition to creating new open space, affordable and senior housing, and office space dedicated to arts and culture, the 5M development will create 1,200 new jobs and support 4,100 workers on site during construction.
The George: leed silver + fitwell certified H1: LEED gold certified, fitwell community certified, targeting well certification
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OUR PROCESS
ESG Case study Manhattan west New York, NY One of our most ambitious large-scale development projects, Manhattan West is a showcase for our placemaking ethos. When complete, Manhattan West will have transformed a blighted, underutilized area into a dynamic urban neighborhood which includes office space, luxury apartments, a boutique hotel, retail and restaurants, open space, and our award-winning Arts Brookfield entertainment program. Beyond its positive aesthetic and economic impacts on the area, Manhattan West was thoughtfully developed with sustainability in mind.
Leed gold Certified 2021 well health-safety rated 100% renewable electricity 80% reduction in carbon emissions
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Our process Brookfield growth Judah siegal
OUR PROCESS
THE BROOKFIELD GROWTH PLATFORM BROOKFIELD TECHNOLOGY GROWTH PARTNERS PROVIDES GROWTH CAPITAL TO TECHNOLOGY COMPANIES IN ORDER TO ACCELERATE THE DIGITIZATION OF THE BUILT ENVIRONMENT
THE OPPORTUNITY
• Capitalize on powerful industry themes, such as digital transformation • Benefit from the continual increases in technology spending and investment • Leverage Brookfield Ecosystem to create value for our portfolio companies
Demonstrated track record Capital deployed: ~$1B across 22 technology-enabled assets
The Yards / / Washington, D.C.
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OUR PROCESS
BROOKFIELD GROWTH PORTFOLIO Focused on sectors where the Brookfield ecosystem provides a distinct advantage Proptech Smart lock provider for multifamily residential and commercial applications
Construct Exited
Precons software and risk
Cloud-based leasing and asset management platform for commercial real estate
Centrali the con improve efficienc
Property management software platform with an embedded contractor marketplace to manage repairs & maintenance
Infra
Digital fr provides services
Visitor management system to improve employee and guest experiences
Digital m and sec transpa workfor
Provider of digital twin technology and fully autonomous buildings controls platform Platform that harnesses IoT and machine learning to transform real-time building data into actionable insights Material sampling platform for the architecture and design industry Developer of a cloud-based parking management platform designed to help businesses transform their parking assets into mobility hubs
Fulfillme or 2-day retailers
Project Runway
Next-ge global e
Leading transfor systems
tion Tech
struction management e to streamline the bid k management process.
zed platform to manage struction loan process to e transparency and cy
atech
reight broker that s 3PL and logistics s to carrier
marketplace for sourcing curing craft labor to drive rency, speed and ce quality
ent provider that powers 1 y delivery for ecommerce s
en technology-driven e-commerce retailer
g technology company rming intra-city transit s and infrastructure
Fintech Tech-enabled marketplace to finance residential solar loans and home improvements E-commerce enablement platform providing SMB merchants with non-dilutive capital to scale growth Digital travel app with predictive pricing algorithms and a growing suite of travel insurance fintech products
ClimateTech Continuous monitoring technology to provide reporting on in-field greenhouse gas emissions using its proprietary hardware sensors.
Digital Health Tech-enabled healthcare company that delivers care through both onsite clinics and virtual channels
Enterprise Software Cybersecurity provider for IoT and mission critical infrastructure 28
Eren bali Ceo, Carbon Health Tech Enabled primary and urgent care clinics
The Brookfield partnership has been integral for our rapid growth throughout the pandemic, allowing Carbon Health to truly be at the frontlines in mitigating this public health crisis. We are both grateful and excited that our work together has led to Brookfield becoming a launch partner for our COVID Ready back-to-office program and the opening of our first East coast clinic at Brookfield Place in Manhattan.
Chase gilbert Ceo, BUILT technologies Construction finance software platform
Brookfield has been a crucial partner as we expand our business and scale our operations. They have provided us with unparalleled access to both their internal and external network. As we take on new challenges, Brookfield has been there every step of the way, from market validation to M&A strategy.
Nick romito Ceo, VTS Real estate Software platform
While Brookfield had long been a VTS customer, their strategic partnership combined with investment capital was instrumental in accelerating our growth. Not only did Brookfield grow their spend 3.5x post investment, the team worked hand-in-hand with us to launch new products as a pilot customer and advocate. It is their deep industry knowledge and even deeper partnership model that has been invaluable to our business.
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OUR PROCESS
Osu + Brookfield growth partnership We are uniquely positioned to partner with Ohio State
1 FLASH provides parking hardware and software that is used by parking lot owners, operators, and consumers. FLASH provides the physical hardware (ticket kiosks, gate systems, and license plate reading cameras) to power paid parking and a fully cloud-based software operating platform. FLASH provides digital demand solutions that power online reservations or integrate into existing platforms as a white-label reservation service. Recently, FLASH began offering parking lot owners and/or operators electric vehicle charging stations and private label scooters.
2
Founded by Elon Mus Company is bringing m innovation and techno existing transit infrastr through proprietary ne technology.
TBCs technology-ena machines significantly required to build and c transportation infrastru development timeline to weeks at 1/10 of th solutions.
2
3
sk, The Boring much needed ology to the ructure space ext-gen boring
Carbon Health has re-engineered every single component of healthcare delivery to provide exceptional care that everyone can afford.
abled tunnel boring y reduce the cost complete new ucture, bringing down from years he cost of current
Combining smart technology with modern, welcoming clinics, Carbon Health delivers a uniquely seamless experience - with virtual and in-person appointments, primary care, urgent care, and mental healthcare Carbon Health has 90+ full service medical clinics in over 14 states in the United States.
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Lunch + The yards 12:30pm - 4:00pm
Click here to view The Yards
Scenarios 4:00pm - 5:00pm
Q+A 5:30pm - 6:00pm
Let's make it HAPPEN
For additional information, please reference the Brookfield response to the Innovation District RFQ, linked here
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WWW.BROOKFIELDPROPERTIES.COM