Brent and the Bamboo Equity Team,
Owning this asset is PERSONAL to you and serving you on this asset is PERSONAL to us.
At Foundry Commercial, the principles of collaboration and teamwork are essential core components of our DNA. We believe whole heartedly that each asset, each assignment, and every client has its own unique qualities and objectives and requires a customized, ziplined approach to tackle its inherent complexities. The Charlotte Management Services appreciate the opportunity to develop a relationship with Bamboo Equity which we hope is the beginning of a long relationship.
We will work harder and smarter than any other provider and partner with you to perform a deep dive on the asset, the same way we would for our own investment. We will balance what we know today with what we see for tomorrow.
This is how we differentiate ourselves and serve Bamboo Equity because Foundry Commercial Real Estate is PERSONAL to us.
Thank you for your consideration and allowing us to walk alongside you on this important investment.
Foundry Commercial began as CNL Commercial Real Estate in 2007, when 12 former Trammell Crow partners set out to build a different kind of real estate company – one that serves as a local service provider, operating partner, and a sophisticated investment platform. With 81 brokers operating in the office, industrial, multifamily, retail, healthcare, and religious/not-for-profit verticals, Foundry’s platform offers brokerage, property management, facilities management, project management, and asset identification. Additionally, Foundry leverages our investment platform to help clients and investment partners execute their investment strategies in office, industrial, and retail real estate. Explosive growth during
the firm’s first eight years sparked a management-led buyout and rebrand to Foundry Commercial in September 2015. In early 2020, Foundry’s partners acquired majority ownership of the company, which has grown to become a regional real estate services and operating company with over 364 real estate professionals, more than 56 million square feet of projects in 11 offices throughout the southeast.
In this way and in many others, our motto of “it’s personal” has real meaning for everyone at Foundry, and it inspires the entire platform to be visionary, successful, and to continue to grow alongside our clients.
A regional platform with the scale to provide best-in-class infrastructure support services (research, marketing, IT, HR and accounting) to our customers, with local expertise in our delivery of real estate leasing, brokerage, property management and project management services.
Our leaders are distributed across our key offices, providing seniorlevel relationships and market expertise in multiple geographic markets.
ACCOUNTING & REPORTING
With more than 337 management assignments, we operate a YARDIbased institutional accounting and reporting platform that is SSAE16 certified and is centralized out of our Orlando headquarters location.
PLATFORM SERVICES
70M SF OF LEASING & MANAGEMENT
469 ASSOCIATES
$2.34B 2022 BROKERAGE TRANSACTION VALUE
111 BROKERS ADVANTAGES
INTEGRATED INVESTMENT PLATFORM
Our investment platform leverages the local relationships and expertise of our 11 offices to source off-market and advantaged investment opportunities, which are executed in partnership with our customers and clients.
11 MARKETS
25 YEARS AVERAGE SENIOR MANAGEMENT EXPERIENCE, 18 YEARS TOGETHER
DEVELOPMENT & INVESTMENTS
$4.1B INVESTMENT PORTFOLIO
$1-2B ANNUAL INVESTMENT PLATFORM
OPERATING PARTNER MINDSET
We treat all clients with an operating partner mindset that is a core part of our company’s DNA. We believe this drives creativity, encourages exceptional effort, makes us more agile and ultimately creates value at the asset level.
14 DEAL PRINCIPALS
28M SQUARE FEET OF ACQUISITIONS & DEVELOPMENT
STRONG SPONSORSHIP
Foundry Commercial has strong sponsorship both in terms of its seasoned senior leadership team and in the financial strength and real estate investment expertise of our capital partner.
OUR MISSION STATEMENT
To build something different, an alternative that unleashes talent to serve clients and connect capital to markets in unique ways. Where people have fun working together creating a lasting impact at Foundry and in our communities.
GUIDING PRINCIPLES
• We treat others the way we want to be treated, looking first at our own intentions
• We serve each other and our communities
• We unlock talented and courageous people
• We connect relationships
• One team, no silos, have fun
• It’s personal
FOUNDRY COMMERCIAL IS FORGING A COMPANY WHERE NOTHING IS MORE IMPORTANT THAN SERVING YOU.
CREEKSIDE TEAM
COMMERCIAL ·
LEADERSHIP
TARGETED RECRUIT REAL ESTATE MANAGER
TARGETED RECRUIT COMMUNITY MANAGER/ ASSISTANT REAL ESTATE MANAGER
TARGETED RECRUIT BUILDING ENGINEER
KATE SHORT DIRECTOR OF PROPERTY MANAGEMENT CLICK FOR BIO
JOHN BALL CHARLOTTE MARKET LEADER, PARTNER CLICK FOR BIO
CARY FRONSTIN MANAGING DIRECTOR OF BUILDING MANAGEMENT, PARTNER CLICK FOR BIO
SCOTT RENAUD CHIEF OPERATING OFFICER, PARTNER CLICK FOR BIO
ACCOUNTING & LEASE ADMIN
PATTI RILEY CONTROLLER
JORDAN PETERSON ASSISTANT PROJECT MANAGER CLICK FOR BIO
QUENTIN LONG SENIOR ACCOUNTANT,CPA
DARLENE SQUIRES DIRECTOR OF LEASE ADMINISTRATION ADVISORY
MARY BETH PARIS VP OF CLIENT ACCOUNTING
BOB HOAK SENIOR PROJECT MANAGER CLICK FOR BIO
PROJECT MANAGEMENT
The Real Estate Manager is responsible for the day-to-day implementation of policies, procedures, and programs to assure a well-managed and profitable mixed-use project. The Real Estate Manager is also responsible for the operation and maintenance of the buildings and grounds, tenant relations, and accounting functions in accordance with the owner’s goals and objectives.
• Responsible for overall operation and success of the multi-use community, as well as achieving results and meeting goals related to the client sentiment, occupancy and retention, NOI, managing expenses, and other community performance expectations.
• Ensure the team is customer focused and provides the best service to prospects, residents, guests, and vendors at every point of contact while striving to exceed expectations.
• Establishes a working and positive relationship with tenants, maintains liaison through visits and telephone calls, adequately clarifies lease requirements and terms, promptly replies to tenant requests and inquiries, and meets all new tenants prior to occupancy.
• Lock Outs: coordinates default notices and performs lock outs per landlord’s request.
• Promptly respond to all service requests from tenants.
• Ensure Creekside is well maintained and repaired in good condition.
• Contracts with and works with and provides direction to contract vendors and/or engineering staff.
• Assigns work priorities, determines the extent of repairs and necessary corrective measures, and when applicable is responsible for control and operations of the heating and air conditioning systems and other
building systems.
• Regularly and thoroughly inspects the properties, grounds and tenant spaces.
• Submits monthly property inspection reports based on observations, noting specific locations, conditions, and recommendations for corrective action.
• Ensures timely collection and deposit of rent and other accounts receivables. Follows company protocol for delinquencies including tenant and landlord communication and delinquency reporting. Inputs rent and other accounts receivables.
• Interacts regularly with property owners to ensure that objectives are being met.
• Anticipates and responds to owner’s needs and concerns.
• Prepares annual budgets, forecasts, management plans, and monthly performance reports.
• Participates in civic and business organizations. Attends BOMA and/or IREM programs and activities.
• Conducts and maintains relationships with “key” clients/tenants, industry and trade associations, representatives of government, public service organizations, customers and vendors as necessary in the overall management of the property.
• Bachelor’s degree with minimum 7 + years office/mixed use property management experience
• CPM, CAM, or RPA professional designation preferred .
• Excellent interpersonal and communication skills, both written and verbal
• Strong computer skills, proficient in MS Office programs.
• Superior customer service skills and orientation. Collaborative style needed. Ability to maintain professionalism at all times under stressful situations
• Strong organizational skills and attention to detail. Ability to plan and manage work under time constraints, without direct supervision.
• Sound troubleshooting skills and the capacity to fully resolve problems
• Strong marketing skills required; lease-up experience preferred.
The Assistant Real Estate/Community Manager is responsible for supporting the Real Estate Manager in managing all aspects of a of a multi-use project. This role will focus on providing superior customer service to the property tenants and building owners and for implementation of events and resources to create a unique experience that align with the marketing strategies for Creekside.
• Responds to tenant needs and coordinates with maintenance staff to resolve problems.
• Maintains positive relationships and high retention levels with all tenants. Responds to all problems and concerns and ensures compliance with rules and regulations.
• Interacts regularly with property owners to ensure that objectives ore being met.
• Anticipates and responds to owner’s needs and concerns.
• Oversees the preparation of accurate, timely and complete reports.
• Supports the planning, budgeting and control of operating and capitol expenditures.
• Oversees and approves the calculation of all special billings.
• Prepares annual budgets, forecasts, management plans, monthly performance reports, and variance reports. Understands and provides explanation for variances.
• Performs regular inspections of property. Recommends and directs alterations, maintenance and
• reconditioning of property as necessary.
• Contracts for vendor services and supervises as required. Requires basic understanding of tenant and capitol improvements.
• Coordinates tenant move-ins and move-outs, and “walkthrough” spaces with tenants and tenant improvement deportment.
• Liase with development, brokerage, and property management to stay updated on asset opportunities to further awareness and engage tenants.
• Oversees the collection of rent, payment of expenses, compliance with lease terms and preparation of all
• required legal notices. Recommends and coordinates legal action as necessary.
• Participates in civic and business organizations. Attends BOMA and/or IREM programs and activities.
• Conducts and maintains relationships with “key” clients/ tenants, industry and trade associations, representatives of government, public service organizations, customers and vendors as necessary in the overall management of the property.
• Other duties may be assigned.
• Bachelor’s degree from a four year college or university
• Minimum of 2+ years of work related experience
• CPM or RPA professional designation preferred
• Ability to identify and track community opportunities
• Event coordination experience in real estate preferred
The Building Engineer is responsible for performing or directing the performance of all service maintenance requests for a specific property or portfolio of properties.
• Ensure that work performed in client space is accomplished with a minimum of disruption and is followed by adequate cleanup.
• Overseeing the accurate and timely completion of client maintenance service requests.
• Reviewing monthly client service request summaries to pinpoint and correct recurrent operational problems.
• Ensure the availability of an adequate operating inventory of tools and supplies.
• Developing sources for stock materials such as water treatment chemicals, filters, ceiling tiles, paint, electrical, and plumbing supplies.
• Evaluating vendors and suppliers on a regular basis with regard to quality and competitive pricing.
• Preparing and submitting purchase order requests.
• Verifying the accuracy of deliveries for count, pricing, and description.
• Performing periodic checks of tool and instrument inventory.
• Monitor the quality and pricing of maintenance work performed by outside contractors.
• Ensuring the timely performance of maintenance contract work on elevators, radio communications equipment, card access system, fire alarm system, inground sprinkler system, chillers, emergency generator, etc.
Tracking electrical/mechanical loads for all critical systems.
• Overseeing the fulfillment of equipment warrantee
obligations by the original installer.
• Securing equipment manuals and drawings from installers/ contractors.
• Leading and/or assisting with event setup/teardown activities including electrical, audio visual, coordinating with security or other tasks as needed.
• Maintenance of the equipment will include cleaning, inspecting, calibrating and changing
• parts to maintain the HVAC systems and associated equipment at optimum performance levels.
• Understand the engineering design and operational aspects of each building system.
• Immediately recognize system shortcomings when they occur.
• Directing experimentation with building systems to yield a more energy effective or comfortable operation.
• Monitoring the allocation of building system capability to various base building and tenant needs, specifically UPS Generator and cooling system capacities.
• Devising technical enhancements which will improve aspects of building operation.
• Identifying equipment, which may require replacement or reconditioning resulting in the need for client’s capital.
• Perform emergency or preventative maintenance repairs off hours as directed on nights and weekends as needed.
• Provide on-call support as required.
• HS Diploma with minimum 3 + years field experience with trade school training or 5 + years total field experience
• Good interpersonal and communication skills, both written and verbal
• Good computer skills, proficient in MS Office programs.
• Highly proficient in the use of email and CMMS systems
• Superior customer service skills and orientation. Collaborative style needed. Ability to maintain professionalism at all times under stressful situations
• Strong organizational skills and attention to detail. Ability to plan and manage work under time constraints, without direct supervision
• Sound troubleshooting skills and the capacity to fully resolve problems
• Ability to read HVAC, electrical, plumbing, and architectural blueprints
• Ability to use hand tools, power tools and perform basic electric, plumbing and carpentry tasks
• Possess Universal License
REGIONAL IN SCALE, INDEPENDENT IN APPROACH.
GUIDING PRINCIPLES IS THAT OF COLLABORATION.
Foundry Commercial believes that property management is critical to the success of commercial real estate asset strategies. While we have technical operational and risk management expertise we believe the management team can make a difference in the marketing and overall success of Creekside.
The Foundry team is comprised of experienced real estate managers, project managers, property accountants, building engineers, and a support team. We can customize and cater the type of services for each of our clients, dependent on the specific goals and objectives for the asset. Our focus is vendor management, physical plant operations, financial reporting, tenant relations and project management.
Our team approach ensures that all facets of the property are addressed. Process is at our core.
5,000 TOTAL LEASES MANAGED
We implement systematic on-boarding processes to ensure smooth transitions and this systematic approach continues through the monthly reporting cycle. Our real estate managers work hand in hand with our clients and the property team to increase the value of our client’s properties. Foundry Commercial utilizes best in class vendors and utilizes established preferred vendor relationships to leverage services as an extension of both the real estate manager and the owner.
We are regional in scale to provide a strong infrastructure to support services, while also having the local expertise to excel in all of the services to provide our clients. Distributed leadership across all markets provides seniorlevel relationships and market expertise in multiple geographic markets.
365 CLIENT FINANCIAL REPORTS PER MONTH
$2M TENANT REVENUE EVERY BUSINESS DAY
• Foundry Commercial monitors, anticipates and executes ongoing maintenance programs
• Ensures curb appeal, tenant & customer satisfaction
• Maximizes the life of existing improvements
• Foundry Commercial utilizes established preferred vendor relationships
• Leverages services as an extension of both the real estate manager and owner
• Elevates the level of responsiveness and deliverables on the property
• Vendors assist in planning future repairs, replacements and long-term capital projects
• All contracts are bid annually to ensure competitive pricing and required scope of services
• Elevator Maintenance
• Exterior Landscaping
• Interior Landscaping
• Window Washing
• Waste Management
• Stone Maintenance
• Wood Maintenance
• Water Treatment
• Pest Control
• Pressure Washing
• Sweeping
• Security
• Janitorial
Foundry Commercial has 60+ Building Engineers specializing in proactive and preventative maintenance in our managed buildings. The team utilizes a state of the art preventative maintenance system designed to maximize effectiveness and length of life of capital equipment. The teams are also supervised by Senior Chief Engineers who focus on leadership, physical plant specification, warranty administration, energy management, sustainability and equipment efficiency.
Foundry Commercial has an exceptional track record of managing and transitioning assets to achieve many levels of LEED certification and green initiatives. We believe in a strategic and comprehensive process alongside Bamboo Equity Partners to explore their longterm goals and an implementation plan to achieve them.
• The Foundry Commercial after hours live emergency operation center
• Operates 24 hours a day, 7 days per week
• Calls are directed toward the best resource for the asset
• Callers have access to the Foundry Commercial property management team in its entirety
• Leadership will immediately follow up with the Asset Manager with a detailed report
We review our vendor contracts annually and, in most cases, perform an RFP with complete bid leveling and strategic recommendations. We do work with our vendors to take advantage of scale. As a few examples:
Roofing: We performed a company wide RFP for several roofs in different geographies in order to obtain preferred and leveraged pricing for our clients.
Security, Janitorial & Tax Advisory: We have worked primarily with a single carrier through numerous RFPs and the service scale we have packaged allows for us to drive higher services levels and improved pricing.
Insurance: We have worked with our providers to create property insurance programs that in some cases provide our clients with leveraged pricing when they do not have their own programs.
OUR LOCAL PREFERRED VENDOR NETWORK INCLUDES:
Foundry Commercial’s preferred work order system is MRI Angus. MRI Angus is a comprehensive facility management solution that offers a wide range of features to streamline maintenance operations. This solution manages work orders, COI tracking and property maintenance. This software also provides a great level of input for capital planning in that it tracks critical warranty management, which is important in the first 5-10 years of a building.
Foundry also has access to Yardi Elevate which connects a Forecast Manager module with a Facility Manager module and many others for an end-to-end asset management solution.
Creekside will need to provide daytime and weekend evening presence of security. For building management, security plays a vital concierge role in driving value.
Security guards will be trained in basic security but will also engage daily with our tenants and guests. This service will represent a hospitality mindset.
SAMPLE CIVIL UNREST PROCESS & PROCEDURES
CIVIL UNREST
INTRODUCTION
GENERAL GUIDELINES
We share your vision, understand your expectations, have best in market talent to execute and an unmatched passion for excellence.
Tenants want to lease spaces that fit their needs, attract top talent, retain talent and warrant a cool Instagram post. Let’s make it authentic to the area.
People in the workplace spend more time at work than they do with their own families. Why not make it a place they truly enjoy and can facilitate human connections?
Humans have a need to be part of something bigger than themselves. Let’s be the catalyst to begin the transformation of people, place, and purpose.
Curating a memorable building experience begins the moment a prospective tenant arrives at the property for their initial building tour. It continues to evolve as tenants occupy their spaces, and associates build personal relationships with the Creekside team. The experience connects them to the community around them and becomes a part of their daily work life.
The Foundry team, on behalf of ownership, will personally deliver a local gift box and local branded swag to new tenants to celebrate the start of their occupancy at Creekside and the beginning of a great relationship. Also a grand opening at Creekside is an opportunity to generate excitement and connect with the community.
Pickleball Court is a unique amenity that provides activation and tenant engagement in park including a Pickleball Happy Hour hosted by local breweries.
Not only does a great real estate development improve the quality of a community, but the individuals that work at that real estate can impact their neighbors by volunteering, providing sponsorships and becoming an integral part of the community. The Property Management team will work with local organizations to develop and support strategic partnerships that build COMMUNITY, COMMERCE, AND CONVERSATION.
What's not to love about getting the VIP treatment? A quarterly VIP Perks program is a great way to connect tenants to local retailers and let them know they are appreciated.
Mornings can be rough and we think a quick grab-and -go breakfast can be just the remedy. Our onsite team will 'post-up' quarterly in the amenity center to offer tenants coffee and breakfast from one of our great retail tenants.
Creating an office community is important. The Creekside Team will host tenant lunches with guest speakers, educational opportunities, and creative connections with surrounding businesses.
Since our inception, Foundry Commercial has been committed to treating others the way we want to be treated and serving our community. We know real estate is deeply intertwined with our communities – where we work, play, and raise our families – that is why we mean it when we say, “It’s Personal.”
To ensure this commitment is not just a mindset, but at the forefront of the company’s operations, Foundry Commercial has created an ESG Committee specifically dedicated to maintaining these commitments in environmental, social, and governance issues.
At the property level, Foundry is currently managing 3.2 million sq. ft of Fitwell, Energy Star, and LEED-certified buildings. As developers ourselves, we have launched an initiative to pair on-site solar power with industrial developments. In addition, we have launched several in-house recycling programs to ensure associates are reducing waste consumption.
Foundry’s Inclusion & Diversity Task Force has led to an uptick in recruitment efforts for diverse demographics as well as a strategic partnership
with The Real Estate Executive Council. Last year, Foundry earmarked $100,000 to be given away through our scholarship program over the next 7 years while also developing strategic partnerships with HBCUs in the markets where our company is active.
In addition, Foundry committed to celebrating its 15th anniversary in 2022 through giving $150,000 in Foundry markets, focusing on education, food insecurity, sustainability, and underserved communities. We also run a grassroots Employee Resource Group (ERG) for women of color, have instituted a Volunteer Time Off policy, and manage a popular employee recognition platform. Starting in (year), Foundry established a partnership with The Carrie Meek Foundation to develop the Carrie Meek International Business Park in South Florida, which provides economic development and job training programs to connect local residents to jobs created in the development. To date, this effort has created more than 6,000 jobs and generated more than $20 million for the Foundation. Foundry and the Carrie Meek Foundation are currently working to replicate these efforts in Charlotte.
Foundry Commercial has experience completing GRESB assessments for other institutional owners and explaining initiatives and variances regarding energy, emissions, water and waste data calculations.
• Electric Charging Vehicle Stations
• Green Cleaning
• Green Roof
• Native Plants
• Rainwater Harvesting
• Smart Irrigation Controls
• Water Audit
• Energy Audit
• Composting and Recycling
• Donation Drives
• Art work in a Public Space
• Tenant Appreciation Events
• Tenant Surveys – Kingsley
• Creating space for nonprofit use seasonally
• Using minority owned vendors where appropriate
• Improved Transit Infrastructure
• Connection to or creating walking paths to the local community
• Green Lease clauses in new and renewal leases – Foundry has a template
• Green Tenant Upfit Guide with Recommendations
• Compliance with any Municipal Benchmarking or Audit Ordinances
• Property Level Business Continuity Policies
• Asphalt Milling, or select areas to repair eroding asphalt
• Clean Handicap signage and straighten signs
• Removal of dead trees
• Striping of parking lot
• Replace lighting to brighten up hallways
• Remove handwritten signage and replace with professional, branded signage stating door is temporarily out of service.
$2,000,000 OF RENT REVENUE DEPOSITED MONTHLY
$1,000,000 OF OPERATING ADMINISTERED MONTHLY
25,000
ANNUAL CASH RECEIPTS APPLIED TO TENANT RENT ACCOUNTS
From processing basic daily transactions to complex accounting and reporting requirements, our accounting professionals deliver financial information that is both accurate and timely. The key to accurate reporting is teamwork; our property accountants and real estate managers work in collaboration to deliver financial reports that enable our clients to make sound business decisions regarding their investment. Our standard financial reporting packages can be tailored so that they fit our client unique reporting needs.
Our real estate managers are instilled with an ownership mentality and are expected to understand and be knowledgeable about all aspects of financial management and operations. Foundry Commercial prides itself on accurate and detailed reporting with the flexibility to meet your reporting requirements.
Accurate and timely financial reporting is crucial to help measure the performance of the property. Our financial management procedures include budgeting, expenditures and detailed reports. We will work closely with you to make sure our financial reporting meets your needs at both a high-level and with detailed supporting documentation. These reports serve as a framework of the management plan and assist the owner in measuring the financial performance of the asset.
5,000
50,000 ANNUAL INVOICES INPUT AND PAID LEASES ABSTRACTED AND ADMINISTERED
OUR MONTHLY FINANCIAL REPORTS ARE SENT ELECTRONICALLY AND INCLUDE, BUT NOT LIMITED TO, THE FOLLOWING
• System and Organizational Controls (SOC1) Certification
• Management Commentary
• Trial Balance
• Balance Sheet
• Income and Expense Statement with Comparison of Actual vs. Budget
• Explanation of Significant Income and Expense Variances
• Accounts Payable Schedules (Delinquency/Aging Reports)
• Capital Improvements Status and Cost Projections
• Fixed Asset Details Schedules, Additional detail, Actual vs Budget
• Other Asset Schedules
• Accounts Payable and Accrued Expense Schedules
• Mortgage Statements
• Bank Reconciliations and Bank Statements
• Check Register
• Rent Rolls
FINANCIAL PLATFORM
WE RUN REPORTS FROM 14 SEPARATE ACCOUNTING SOFTWARE PACKAGES
365 MONTHLY FINANCIAL REPORTS
THE ENTIRE FOUNDRY TEAM IS ENGAGED, COMMUNICATIVE AND HAS HIT THE GROUND RUNNING. We are excited to partner with Foundry on leasing and management services in the Carolinas. From day one, we were impressed with their thoughtfulness, creativity and true understanding of what makes retail “click” in 2022. Their team has extensive relationships ranging from tenant to design firms, all aiding in bringing the property vision to life. The entire Foundry team is engaged, communicative and has hit the ground running. We are so pleased to be working with such passionate and overall, wonderful individuals.
JAIME KELLY SENIOR DIRECTOR, INVESCO
NEW YORK LIFE REAL ESTATE INVESTORS CONTINUES TO BENEFIT FROM FOUNDRY’S WELL-ROUNDED AND COLLABORATIVE PROPERTY MANAGEMENT PLATFORM. One of the key foundations of this platform is Foundry’s utilization of a true property management “CEO” running each of our properties. Complemented by informed and resourceful accounting, construction, and maintenance personnel, we believe Foundry bestows upon us a competitive edge in today’s market.
TOM DELANEY SENIOR DIRECTOR, NEW YORK LIFE
WE HAVE CHOSEN FOUNDRY COMMERCIAL AS OUR PROPERTY MANAGEMENT COMPANY FOR RETAIL AND MIXED-USE DEVELOPMENTS SPANNING SIX STATES. Their ability to mobilize and oversee all of our needs across this geographic footprint has allowed us to create efficiency in all facets of property management including accounting and lease administration. They have always provided first class service and are extremely knowledgeable in all areas and deliverables. We have a multitude of investor reporting requirements including publiclytraded REITS and their ability to manage the stringent reporting requirements and still maintain a high level of personal attention and communication sets them apart from other property management companies we have used.
THOMAS L. ROWE CHIEF FINANCIAL OFFICER, SJ COLLINS
LIVE OAK
CHARLOTTE, NC
81,921 SF
4600 PARK
CHARLOTTE, NC
111,436 SF
CHARLOTTE PLAZA
CHARLOTTE, NC
645,000 SF
RESOURCE SQUARE
CHARLOTTE, NC
485,000 SF
NASHVILLE, TN 168,783 SF
Foundry has deep experience with Energy Star, LEED and Fitwel certifications for multiple assets throughout the Southeast. We currently perform internal assessments to uncover opportunities as well as work with sustainable benchmarking companies such as GOBY and GRESB to rate building energy performance.
Thinking and planning construction for your business is a daunting task. It is typically one of the most costly and risky challenges your company will ever go through. We want to remove that burden so you can focus on your day-today business needs. We can take your project from conception to completion while keeping your goals front-of-mind while finding savings along the way to make your dollar stretch further. Time is money in this world, so we will make sure to finish your project on time and on budget. We understand communication is key, which is why we update you every step of the way so you will have peace of mind.
• Builds a team: architecture, engineering, contractor
• Protects tenant’s interests
• Protects owner’s interests
• Acts as risk mitigation during construction
• Manages scope, schedule and budget
• Oversees projects through design process & construction
• Facilitation of commissioning process from design to occupancy
• Owner-occupied development
• Full build-to-suit, tenant improvement and development services
• Capital improvements and base building infrastructure
• Project team composition, design firm and general contractor selection and oversight
• Soft refits, renovation, structural and concrete restoration
• Master schedule and master budget development and management
• Property condition assessment and permit tracking and expediting
• LEED consulting
• Resource planning
• Cost estimating
• Cost budgeting
• Cost control
• Project Team communications
• Performance reporting
• Administrative closure
All Foundry budgets, schedules, periodic reports, project logs, and file/ information sharing sites are created by Foundry with a high level of adaptability, tailored to each client and recipient.
Cloud-based file sharing such as OneDrive and Dropbox are utilized so clients have all the project resources at their fingertips.
The monthly Management Fee shall be 2.85% of Gross Receipts collected.
The Management Fee shall be paid each calendar month based upon the Gross Receipts collected for the preceding calendar month.
100% Allocation of Real Estate Mananger
50% Alloction of an Assistant Real Estate Manager
Full time Engineer
