S TAT E W I D E
T E N A N T
R E P R E S E N TAT I O N
A N D C O R P O R AT E S E R V I C E S P R O P O S A L PREPARED FOR:
Eva Greenwood, Alice Edwards and Rachel Jones
Photo Credit: MUSC
Reid Davis, CCIM, SIOR (843) 277-4326 RDavis@Lee-Associates.com
Pete Harper, CCIM (843) 329-0108 PHarper@Lee-Associates.com
960
Suite
Morrison
Drive,
400
|
Cameron Yost (843) 203-1105 CYost@Lee-Associates.com Charleston,
SC
2940
Bob Nuttall, SIOR, CPM (843) 367-8255 BNuttall@Lee-Associates.com |
843.747.1200
|
lee-charleston.com
Table of C ontents
Exe cu t ive S u m m a r y W h y Ch o o se L e e ? P ro je ct Tim e lin e
5
7
8-9
N o t a ble Te n a nt R e pre se n t a t io n a n d Co r po r a t e S e r vice s P ro ve n Tr a ck R e co rd
12-13
N o t a ble P ro je ct E xpe r ie n ce T h e O ff ice S e r vice s Te a m T h e F ir m ’s A ff ilia t io n s
14
15
16
We H a ve Yo u Co ve re d N a t io n w ide O u r B ro ke r a ge S e r vice s O u r R e so u rce s R e f e re n ce s
11
17
18
19
21
Photo Credit: MUSC
3
Table of C ontents
Exe cu t ive S u m m a r y W h y Ch o o se L e e ? P ro je ct Tim e lin e
5
7
8-9
N o t a ble Te n a nt R e pre se n t a t io n a n d Co r po r a t e S e r vice s P ro ve n Tr a ck R e co rd
12-13
N o t a ble P ro je ct E xpe r ie n ce T h e O ff ice S e r vice s Te a m T h e F ir m ’s A ff ilia t io n s
14
15
16
We H a ve Yo u Co ve re d N a t io n w ide O u r B ro ke r a ge S e r vice s O u r R e so u rce s R e f e re n ce s
11
17
18
19
21
Photo Credit: MUSC
3
Exec ut ive Summar y Thank you for allowing Lee & Associates the opportunity to present our qualifications to provide statewide tenant representation and corporate services for the Medical University of South Carolina (MUSC). Lee & Associates serves as the bridge connecting people with properties. We take the time to listen and understand your needs, and then work to manage the leases for your existing locations and to match you with your ideal property on new locations. This connection is unique for every tenant or property, and our passion for facilitating this process is what sets us apart from other real estate providers. Our experience, collaborative approach, market knowledge and commitment to excellent service gives us the competitive advantage to achieve your specific goals. This proposal outlines the tenant representation and corporate services we plan to implement for MUSC and the team of experienced professionals who will become an integral part of your real estate team as you streamline your existing locations and expand to new ones.
Photo Credit: MUSC
5
Exec ut ive Summar y Thank you for allowing Lee & Associates the opportunity to present our qualifications to provide statewide tenant representation and corporate services for the Medical University of South Carolina (MUSC). Lee & Associates serves as the bridge connecting people with properties. We take the time to listen and understand your needs, and then work to manage the leases for your existing locations and to match you with your ideal property on new locations. This connection is unique for every tenant or property, and our passion for facilitating this process is what sets us apart from other real estate providers. Our experience, collaborative approach, market knowledge and commitment to excellent service gives us the competitive advantage to achieve your specific goals. This proposal outlines the tenant representation and corporate services we plan to implement for MUSC and the team of experienced professionals who will become an integral part of your real estate team as you streamline your existing locations and expand to new ones.
Photo Credit: MUSC
5
Why Cho os e L e e? OUR COMPETITIVE ADVANTAGE In our three-fold approach to site selection and existing lease management, the experts at Lee & Associates will become your competitive advantage for your business in these areas:
OUR STATEWIDE EXPERIENCE Lee & Associates’ experience and knowledge will help MUSC realize mass amounts of savings in time and money. With an office in Charleston and an office in Greenville, we have you covered statewide.
Your Brand GREENVILLE, SC
Business Strategy
Productivity & Creativity
Your real estate choice is more than numbers; it is a long-term decision about where, who, and how you will operate your business in the future. It’s where you treat patients, house your resources, connect with your employees, and build plans for your future success.
CHARLESTON, SC
The Lee & Associates team of office experts bring a wealth of knowledge to the table. We know the South Carolina market, transaction process, negotiation tactics and space construction practices. Let us manage the details of your search for new space and help you save time and money on your existing spaces, so you can focus on what is most important for your business. 7
Why Cho os e L e e? OUR COMPETITIVE ADVANTAGE In our three-fold approach to site selection and existing lease management, the experts at Lee & Associates will become your competitive advantage for your business in these areas:
OUR STATEWIDE EXPERIENCE Lee & Associates’ experience and knowledge will help MUSC realize mass amounts of savings in time and money. With an office in Charleston and an office in Greenville, we have you covered statewide.
Your Brand GREENVILLE, SC
Business Strategy
Productivity & Creativity
Your real estate choice is more than numbers; it is a long-term decision about where, who, and how you will operate your business in the future. It’s where you treat patients, house your resources, connect with your employees, and build plans for your future success.
CHARLESTON, SC
The Lee & Associates team of office experts bring a wealth of knowledge to the table. We know the South Carolina market, transaction process, negotiation tactics and space construction practices. Let us manage the details of your search for new space and help you save time and money on your existing spaces, so you can focus on what is most important for your business. 7
Proj e c t Timeline for St ate wide Ne w L o cat ions
Projec t Timeline for E xist ing L e as e Analysis and Rene wals
We have developed a preliminary project timeline for your new locations based on our previous experience in each stage of site selection. This timeline is flexible based on your preferences, potential obstacles and future negotiations.
We have developed a preliminary project timeline for the analysis of your current lease obligations based on our previous experience in doing analysis of large lease portfolios. This timeline is flexible based on your preference and expectations.
1
DETAIL LOCATIONS
2
• Address • Location type • Size • Term • Rental Rate
RESEARCH SUBMARKET • Existing vacancies • Recent comparables • Expected rental rate range • Better or worse space
1. DETAIL LOCATIONS COMPLETE
3
COMPARE TO LOCATION Base comparison on: • Location • Quality of space • Size • Quoted rental rates on vacancies • Depth of availabilities in the submarket
4
DETERMINE POTENTIAL SAVINGS
5
• Assign a potential rental rate • Determine potential savings • If a NNN lease, compare current NNN charges to the submarket
3. COMPARE TO LOCATION 30 DAYS
DETERMINE LOCATION STRATEGY • Do nothing • Renegotiate with Landlord in advance of expiration • Wait for termination, renewal or relocation
5. DETERMINE LOCATION STRATEGY 60 DAYS
April 2019
1
DEFINE NEEDS • Corporate image • Space layout • Amenities • Tenant improvements needed • Signage opportunities • Location • IT/Telecom needs
1. DEFINE NEEDS 5 DAYS
2
SURVEY MARKET We define the market coverage to provide you options, including: • Lease options • Sublease options • Purchase options • New construction
3. SELECT PROPERTY 30 DAYS
June 2019
2. RESEARCH SUBMARKET 15 DAYS
4. DETERMINE POTENTIAL SAVINGS 45 DAYS
3
SELECT PROPERTY Once your options are identified, we begin physical tours. For each of your identified options, we analyze: • Ownership structure • Building image • Amenities • Growth accommodation • Timing of space delivery
4
SPACE PLANNING
5
• Create potential layouts unique to each selected building • Select an architect to design a space to meet your needs if necessary • Have landlord’s architects/engineers draw up test fits
SEEK AND REVIEW PROPOSALS • Prepare a request for proposal (RFP) and send it • Evaluate each proposal against your needs and goals for rental rate, term, square footage, tenant improvements, parking, etc. • Provide a complete financial review and detailed analysis of each property
5. SEEK AND REVIEW PROPOSALS 45 DAYS
6
NEGOTIATE TERMS • We will achieve the most favorable terms possible for you • We know the market opportunities, available concessions and unique terms being offered in today’s market • Aggressively negotiate the best possible terms on your behalf
7. BUILD SPACE 30-180 DAYS
7
BUILD SPACE • Help you interview and select contractor • Review construction budget and proposals • Attend construction meetings as needed
8
MOVE-IN • Help identify a move-in coordinator • Identify cables, movers, furniture dealers to ensure a seamless move
8. MOVE-IN! 3-8 MONTHS
August 2019
2. SURVEY MARKET 30 DAYS
4. SPACE PLANNING 45 DAYS
6. NEGOTIATE TERMS 60 DAYS
Existing Lease Review: After a preliminary review of the lease data provided, we believe MUSC has done a good job negotiating new leases with third parties. We only found two locations in Charleston where we believe there may be room for savings. Those two locations are 1113 Park West Blvd. and 1180 Sam Rittenberg Blvd. We believe there is potentially a ± $15,000 annual savings for both of these sites. 8
9
Proj e c t Timeline for St ate wide Ne w L o cat ions
Projec t Timeline for E xist ing L e as e Analysis and Rene wals
We have developed a preliminary project timeline for your new locations based on our previous experience in each stage of site selection. This timeline is flexible based on your preferences, potential obstacles and future negotiations.
We have developed a preliminary project timeline for the analysis of your current lease obligations based on our previous experience in doing analysis of large lease portfolios. This timeline is flexible based on your preference and expectations.
1
DETAIL LOCATIONS
2
• Address • Location type • Size • Term • Rental Rate
RESEARCH SUBMARKET • Existing vacancies • Recent comparables • Expected rental rate range • Better or worse space
1. DETAIL LOCATIONS COMPLETE
3
COMPARE TO LOCATION Base comparison on: • Location • Quality of space • Size • Quoted rental rates on vacancies • Depth of availabilities in the submarket
4
DETERMINE POTENTIAL SAVINGS
5
• Assign a potential rental rate • Determine potential savings • If a NNN lease, compare current NNN charges to the submarket
3. COMPARE TO LOCATION 30 DAYS
DETERMINE LOCATION STRATEGY • Do nothing • Renegotiate with Landlord in advance of expiration • Wait for termination, renewal or relocation
5. DETERMINE LOCATION STRATEGY 60 DAYS
April 2019
1
DEFINE NEEDS • Corporate image • Space layout • Amenities • Tenant improvements needed • Signage opportunities • Location • IT/Telecom needs
1. DEFINE NEEDS 5 DAYS
2
SURVEY MARKET We define the market coverage to provide you options, including: • Lease options • Sublease options • Purchase options • New construction
3. SELECT PROPERTY 30 DAYS
June 2019
2. RESEARCH SUBMARKET 15 DAYS
4. DETERMINE POTENTIAL SAVINGS 45 DAYS
3
SELECT PROPERTY Once your options are identified, we begin physical tours. For each of your identified options, we analyze: • Ownership structure • Building image • Amenities • Growth accommodation • Timing of space delivery
4
SPACE PLANNING
5
• Create potential layouts unique to each selected building • Select an architect to design a space to meet your needs if necessary • Have landlord’s architects/engineers draw up test fits
SEEK AND REVIEW PROPOSALS • Prepare a request for proposal (RFP) and send it • Evaluate each proposal against your needs and goals for rental rate, term, square footage, tenant improvements, parking, etc. • Provide a complete financial review and detailed analysis of each property
5. SEEK AND REVIEW PROPOSALS 45 DAYS
6
NEGOTIATE TERMS • We will achieve the most favorable terms possible for you • We know the market opportunities, available concessions and unique terms being offered in today’s market • Aggressively negotiate the best possible terms on your behalf
7. BUILD SPACE 30-180 DAYS
7
BUILD SPACE • Help you interview and select contractor • Review construction budget and proposals • Attend construction meetings as needed
8
MOVE-IN • Help identify a move-in coordinator • Identify cables, movers, furniture dealers to ensure a seamless move
8. MOVE-IN! 3-8 MONTHS
August 2019
2. SURVEY MARKET 30 DAYS
4. SPACE PLANNING 45 DAYS
6. NEGOTIATE TERMS 60 DAYS
Existing Lease Review: After a preliminary review of the lease data provided, we believe MUSC has done a good job negotiating new leases with third parties. We only found two locations in Charleston where we believe there may be room for savings. Those two locations are 1113 Park West Blvd. and 1180 Sam Rittenberg Blvd. We believe there is potentially a ± $15,000 annual savings for both of these sites. 8
9
Not able Tenant Repres ent at ion and C or p orate S er vice Exp er ience LEE & ASSOCIATES HAS YOU COVERED! Here are just a few of our notable tenant representation transactions and corporate service clients.
11
Not able Tenant Repres ent at ion and C or p orate S er vice Exp er ience LEE & ASSOCIATES HAS YOU COVERED! Here are just a few of our notable tenant representation transactions and corporate service clients.
11
THE LEADERBOARD COMPANY NAME
O ur Hig h lig hts
Proven Track Re cord # Deals (Last 365)
# Deals SF (Last 365)
Landlord Rep Properties
Landlord Rep RBA
# Sales Transactions (3YR)
$ Sales Transactions (3YR)
Lee & Associates
328
2,721,406
161
9,535,942
147
260,662,699
Avison Young
126
774,838
278
6,167,211
95
148,512,356
CBRE
70
655,960
187
8,896,835
89
576,309,422
Coldwell Banker Commercial
35
100,479
178
1,359,218
66
116,073,468
Beach Company
33
159,580
41
1,231,831
42
70,690,416
Ziff Properties, Inc.
32
120,611
41
1,595,500
3
11,125,000
NAI Charleston
31
112,382
80
1,273,499
59
170,871,665
RE/MAX Pro Realty
31
92,379
172
950,979
62
46,669,000
Belk Lucy
27
35,109
126
1,917,908
16
19,811,272
WRS, Inc.
26
50,848
100
2,667,078
14
13,350,100
Cushman & Wakefield
25
209,690
22
1,529,951
29
63,311,580
JLL
23
828,128
82
10,176,900
20
157,152,786
Bridge Commercial
21
505,032
46
5,940,347
27
155,680,709
Adams Property Group
19
25,607
18
345,286
9
31,748,855
Palmetto Commercial Properties
18
59,060
73
1,341,879
40
54,807,000
Lee & Associates Charleston’s Portfolio TRANSACTION VOLUME
SQUARE FEET SOLD
SQUARE FEET LEASED
SALES TRANSACTIONS
LEASE TRANSACTIONS
ACRES OF LAND SOLD
$315,556,684
1,795,336
283
54
31
Lee & Associates Office Portfolio TRANSACTION VOLUME
$120,175,909
SQUARE FEET SOLD
454,157
*Numbers Taken From CoStar as of January 31, 2019
TOP AG ENTS BY DEALS DONE
1,071,704
SQUARE FEET LEASED
T O P C O M PA N I E S B Y D E A L S D O N E
411,454
SALES TRANSACTIONS
14 LEASE TRANSACTIONS
LEE CHA RLEST O N LEAD S THE SCC M L S OFFICE TRA NSAC TI O N LEAD ERB OARD 12
FO UR A G EN TS I N TO P 1 3 F O R D EAL S D O N E
RA N KED N O. 1 TO P C O M PAN Y BY D EALS DON E
LE E C O M P L E T E D 1 1 8 O F 3 3 1 T O TAL O F F I C E L E AS E S I N 2 0 1 8
LE E M AD E 3 6 % O F A LL L E AS E DE A LS DON E *Numbers Taken From SCCMLS , 2018 Statistics
153
*The above statistics are from January 1, 2018 to February 28, 2019
13
THE LEADERBOARD COMPANY NAME
O ur Hig h lig hts
Proven Track Re cord # Deals (Last 365)
# Deals SF (Last 365)
Landlord Rep Properties
Landlord Rep RBA
# Sales Transactions (3YR)
$ Sales Transactions (3YR)
Lee & Associates
328
2,721,406
161
9,535,942
147
260,662,699
Avison Young
126
774,838
278
6,167,211
95
148,512,356
CBRE
70
655,960
187
8,896,835
89
576,309,422
Coldwell Banker Commercial
35
100,479
178
1,359,218
66
116,073,468
Beach Company
33
159,580
41
1,231,831
42
70,690,416
Ziff Properties, Inc.
32
120,611
41
1,595,500
3
11,125,000
NAI Charleston
31
112,382
80
1,273,499
59
170,871,665
RE/MAX Pro Realty
31
92,379
172
950,979
62
46,669,000
Belk Lucy
27
35,109
126
1,917,908
16
19,811,272
WRS, Inc.
26
50,848
100
2,667,078
14
13,350,100
Cushman & Wakefield
25
209,690
22
1,529,951
29
63,311,580
JLL
23
828,128
82
10,176,900
20
157,152,786
Bridge Commercial
21
505,032
46
5,940,347
27
155,680,709
Adams Property Group
19
25,607
18
345,286
9
31,748,855
Palmetto Commercial Properties
18
59,060
73
1,341,879
40
54,807,000
Lee & Associates Charleston’s Portfolio TRANSACTION VOLUME
SQUARE FEET SOLD
SQUARE FEET LEASED
SALES TRANSACTIONS
LEASE TRANSACTIONS
ACRES OF LAND SOLD
$315,556,684
1,795,336
283
54
31
Lee & Associates Office Portfolio TRANSACTION VOLUME
$120,175,909
SQUARE FEET SOLD
454,157
*Numbers Taken From CoStar as of January 31, 2019
TOP AG ENTS BY DEALS DONE
1,071,704
SQUARE FEET LEASED
T O P C O M PA N I E S B Y D E A L S D O N E
411,454
SALES TRANSACTIONS
14 LEASE TRANSACTIONS
LEE CHA RLEST O N LEAD S THE SCC M L S OFFICE TRA NSAC TI O N LEAD ERB OARD 12
FO UR A G EN TS I N TO P 1 3 F O R D EAL S D O N E
RA N KED N O. 1 TO P C O M PAN Y BY D EALS DON E
LE E C O M P L E T E D 1 1 8 O F 3 3 1 T O TAL O F F I C E L E AS E S I N 2 0 1 8
LE E M AD E 3 6 % O F A LL L E AS E DE A LS DON E *Numbers Taken From SCCMLS , 2018 Statistics
153
*The above statistics are from January 1, 2018 to February 28, 2019
13
The Of f ice S er vices Te am
Not able Proj ec t E xp er ience 22 WESTEDGE Charleston, SC Size: 155,358 SF
325 FOLLY RD Charleston, SC Size: 66,739 SF
111 COLEMAN BLVD Mt. Pleasant, SC Size: 41,743 SF
8992 UNIVERSITY BLVD North Charleston, SC Size: 41,168 SF
3955 FABER PLACE North Charleston, SC Size: 66,672 SF
NEXTON MOB Summerville, SC Size: 100,000 SF
4000 FABER PLACE North Charleston, SC Size: 95,625 SF
ASHLEY OVERLOOK North Charleston, SC Size: 105,000 SF
THE EXPERTS REID DAVIS, CCIM, SIOR
Managing Principal Reid is an office specialist with diverse and extensive background in real estate sales and marketing. His focus is on landlord and owner representation, having served both small local companies and Fortune 500 corporations throughout the Southeast. His experience covers the full spectrum of commercial real estate including sales, leasing, site selection, development, management and corporate services. His goal is to successfully guide clients in their best interest and, ultimately, bring more to their bottom line.
PETE HARPER, CCIM
Principal Pete is a Principal with Lee & Associates, specializing in office sales and leasing for third party owners and tenants. Mr. Harper represents clients in the acquisition, disposition and leasing of office buildings, retail properties and vacant land. Mr. Harper joined Lee & Associates in 2011 and was named a Principal in 2015. He has been awarded the CoStar Power Broker Award for three years running, and has been Charleston’s #1 producer by number of office lease transactions the past four years, based on CTAR rankings.
14
288 MEETING ST Charleston, SC Size: 30,720 SF
MEGHAN MCKENZIE Broker Services Coordinator As Broker Services Coordinator, Meghan coordinates with clients and brokers in all aspects of marketing and lease administration. She maintains signage and listing files, and coordinates print and internet marketing materials. Meghan also performs various public relations and administration functions. Meghan has spent her entire professional career in commercial real estate. She loves all aspects of the real estate business.
CAMERON YOST
Associate Cameron is a Commercial Associate whose primary focus is the sale & lease of multi-tenant office properties in South Carolina. She began working at Lee & Associates in 2015, immersing herself in Charleston’s commercial real estate scene as Brokerage Services and Marketing Coordinator. Her knowledge of the local real estate scene enables her to match specific client needs with market opportunities. Cameron serves Lee’s clients with a deep understanding of an array of industries.
BOB NUTTALL, SIOR, CPM
349 COLEMAN BLVD Mt. Pleasant, SC Size: 30,000 SF
SUPPORT TEAM
Managing Principal Bob has worked diligently to assemble the best team of commercial real estate professionals in our industry, from our agents and our property managers to our backstage support team; our people are what truly set us apart from our competition. As Broker-In-Charge and Managing Principal of the firm, he is committed to leading our team to ensure our reputation always lives up to our mission to put “People First, Properties Second.” This theme is evident in every interaction we have with our clients, customers, vendors, and even with each other.
JODY DAVIS Senior Marketing Coordinator As Sr. Marketing Coordinator, Jody designs and executes marketing content with tactics to support the Lee brokerage and it’s clients. Her expertise is manifested in all aspects of marketing materials such as custom brochures, custom email blasts, proposals, offering memorandums, demographic research reports, and more. Brought up in the graphic design and advertising world, Jody came to Lee with over 16 years of design & marketing experience.
15
The Of f ice S er vices Te am
Not able Proj ec t E xp er ience 22 WESTEDGE Charleston, SC Size: 155,358 SF
325 FOLLY RD Charleston, SC Size: 66,739 SF
111 COLEMAN BLVD Mt. Pleasant, SC Size: 41,743 SF
8992 UNIVERSITY BLVD North Charleston, SC Size: 41,168 SF
3955 FABER PLACE North Charleston, SC Size: 66,672 SF
NEXTON MOB Summerville, SC Size: 100,000 SF
4000 FABER PLACE North Charleston, SC Size: 95,625 SF
ASHLEY OVERLOOK North Charleston, SC Size: 105,000 SF
THE EXPERTS REID DAVIS, CCIM, SIOR
Managing Principal Reid is an office specialist with diverse and extensive background in real estate sales and marketing. His focus is on landlord and owner representation, having served both small local companies and Fortune 500 corporations throughout the Southeast. His experience covers the full spectrum of commercial real estate including sales, leasing, site selection, development, management and corporate services. His goal is to successfully guide clients in their best interest and, ultimately, bring more to their bottom line.
PETE HARPER, CCIM
Principal Pete is a Principal with Lee & Associates, specializing in office sales and leasing for third party owners and tenants. Mr. Harper represents clients in the acquisition, disposition and leasing of office buildings, retail properties and vacant land. Mr. Harper joined Lee & Associates in 2011 and was named a Principal in 2015. He has been awarded the CoStar Power Broker Award for three years running, and has been Charleston’s #1 producer by number of office lease transactions the past four years, based on CTAR rankings.
14
288 MEETING ST Charleston, SC Size: 30,720 SF
MEGHAN MCKENZIE Broker Services Coordinator As Broker Services Coordinator, Meghan coordinates with clients and brokers in all aspects of marketing and lease administration. She maintains signage and listing files, and coordinates print and internet marketing materials. Meghan also performs various public relations and administration functions. Meghan has spent her entire professional career in commercial real estate. She loves all aspects of the real estate business.
CAMERON YOST
Associate Cameron is a Commercial Associate whose primary focus is the sale & lease of multi-tenant office properties in South Carolina. She began working at Lee & Associates in 2015, immersing herself in Charleston’s commercial real estate scene as Brokerage Services and Marketing Coordinator. Her knowledge of the local real estate scene enables her to match specific client needs with market opportunities. Cameron serves Lee’s clients with a deep understanding of an array of industries.
BOB NUTTALL, SIOR, CPM
349 COLEMAN BLVD Mt. Pleasant, SC Size: 30,000 SF
SUPPORT TEAM
Managing Principal Bob has worked diligently to assemble the best team of commercial real estate professionals in our industry, from our agents and our property managers to our backstage support team; our people are what truly set us apart from our competition. As Broker-In-Charge and Managing Principal of the firm, he is committed to leading our team to ensure our reputation always lives up to our mission to put “People First, Properties Second.” This theme is evident in every interaction we have with our clients, customers, vendors, and even with each other.
JODY DAVIS Senior Marketing Coordinator As Sr. Marketing Coordinator, Jody designs and executes marketing content with tactics to support the Lee brokerage and it’s clients. Her expertise is manifested in all aspects of marketing materials such as custom brochures, custom email blasts, proposals, offering memorandums, demographic research reports, and more. Brought up in the graphic design and advertising world, Jody came to Lee with over 16 years of design & marketing experience.
15
The Fir m’s Af f iliat ions
We Have You C overe d Nat ionwide
DESIGNATIONS AND MEMBERSHIPS Agents in our office are affiliated with leading industry-related associations including: The Society of Industrial and Office Realtors (SIOR), Certified Commercial Investment Members (CCIM), National Association of Realtors (NAR), Urban Land Institute (ULI), International Council of Shopping Centers (ICSC), NAIOP, and US Green Building Council (USGBC).
5 SIOR Members | 6 CCIM Members | 1 RPA Member | 3 CPM Members | 1 FMA Member | 6 CREW Members
THE POWER OF THE LEE NETWORK
LEE & ASSOCIATES CHARLESTON HAS MORE SIOR, CCIM, AND CPM MEMBERS THAN ANY OTHER FIRM IN THE CHARLESTON AREA. ACHIEVEMENTS
Lee & Associates Charleston enjoys an excellent reputation in all areas of the Charleston area commercial real estate and business community. Our reputation is an intangible asset that is extremely beneficial to our clients.
OTHER ACCOMPLISHMENTS INCLUDE (but not limited to):
16
• Costar Power Broker “Top Leasing Firmsâ€? • Charleston’s Choice Award • Agents in our office are Commercial Circle of Excellence members
• Costar Power Broker “Top Sales Firmsâ€? • Agents in our office are Realtors of Distinction Award recipients
60 LEE & ASSOCIATES LOCATIONS TO LOCALLY SERVE OUR CLIENTS
Arizona Minnesota British Columbia Nevada California New jersey Colorado New York Florida North Carolina Georgia Ohio Idaho Pennsylvania Illinois South Carolina Indiana Texas Maryland Washington Michigan Wisconsin
17
The Fir m’s Af f iliat ions
We Have You C overe d Nat ionwide
DESIGNATIONS AND MEMBERSHIPS Agents in our office are affiliated with leading industry-related associations including: The Society of Industrial and Office Realtors (SIOR), Certified Commercial Investment Members (CCIM), National Association of Realtors (NAR), Urban Land Institute (ULI), International Council of Shopping Centers (ICSC), NAIOP, and US Green Building Council (USGBC).
5 SIOR Members | 6 CCIM Members | 1 RPA Member | 3 CPM Members | 1 FMA Member | 6 CREW Members
THE POWER OF THE LEE NETWORK
LEE & ASSOCIATES CHARLESTON HAS MORE SIOR, CCIM, AND CPM MEMBERS THAN ANY OTHER FIRM IN THE CHARLESTON AREA. ACHIEVEMENTS
Lee & Associates Charleston enjoys an excellent reputation in all areas of the Charleston area commercial real estate and business community. Our reputation is an intangible asset that is extremely beneficial to our clients.
OTHER ACCOMPLISHMENTS INCLUDE (but not limited to):
16
• Costar Power Broker “Top Leasing Firmsâ€? • Charleston’s Choice Award • Agents in our office are Commercial Circle of Excellence members
• Costar Power Broker “Top Sales Firmsâ€? • Agents in our office are Realtors of Distinction Award recipients
60 LEE & ASSOCIATES LOCATIONS TO LOCALLY SERVE OUR CLIENTS
Arizona Minnesota British Columbia Nevada California New jersey Colorado New York Florida North Carolina Georgia Ohio Idaho Pennsylvania Illinois South Carolina Indiana Texas Maryland Washington Michigan Wisconsin
17
Our Brokerage S er vices
O ur Res ources PROPRIETARY LEASE COMPARABLE DATABASE (IN-HOUSE)
Central directory of deals done within Lee & Associates Charleston in order to create a comprehensive database of recent leasing/sales activity.
WHAT DOES LEE & ASSOCIATES CHARLESTON PROVIDE TO MUSC?
Lee & Associates is a full-service commercial real estate firm that specializes in: PROPRIETARY MARKET ANALYSIS AND REPORTS (IN-HOUSE)
You’re an expert in knowing what your customers want - often before they do. We bring the same approach to your business. Lee & Associates is built on an enterprising culture of collaboration and innovation. We provide creative, strategic solutions to landlords, tenants and developers across the country. Whether you need sales and leasing brokerage, property marketing, research and demographics, or asset and property management, we have years of experience to serve you.
Each quarter we analyze the numbers and write concise, easy to read reports for our clients and associates on the latest trends in the Charleston submarkets for the office, industrial, and retail sectors.
ARGUS INVESTMENT ANALYSIS
A sophisticated financial software tool available for cash flow analysis, collateral and property valuation, due diligence, asset management and budgeting.
TENANT REPRESENTATION AND CORPORATE SOLUTIONS SERVICES Today’s real estate decisions require complex information; Lee offers competitive assessments, market analysis, creative market search, and deal negotiation. Whether you are expanding, relocating, contracting, or optimizing your existing locations, our team is here to help.
• Office services • Financial analysis • Incentive analysis
Tenant Representation
• Site selection • Lease administration • Highest and best use studies
Project Development
• Acquisition and disposition services • Repositioning and redevelopment services
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• Site selection and entitlement • Valuation services and appraisal
• Land assembly and acquisition • Disposition and investment sales
Agents have access to an intuitive map-based data and visual analysis tool powered by ESRI which provides property information, search tools, and maps that integrate labels, drawings, plan overlays, and imported data.
Public database of commercial real estate for lease and sale and marketing tool for broker listings. Advisory and Research
REAL CAPITAL ANALYTICS
Timely and reliable transaction data with unique intelligence on market pricing, capital flows and investment trends.
Knowing what to build is just as important as knowing where to build it. Our team works with you from concept to completion to ensure the project vision meets your objectives, as well as the market’s requirements.
• Project leasing
Our SCCMLS agents have full access to the suite including listings, sales/leases, educational tools and resources.
LOOPNET Land Acquisition and Disposition
DEVELOPER SERVICES
SCCMLS
SITE TO DO BUSINESS
Whether identifying acquisition opportunities, implementing effective leasing programs, or managing properties more efficiently, we are always seeking opportunities to maximize the value of your assets. • Project leasing • Management services • Valuation and appraisal services
Our agents have full access to the National CoStar suite including property, tenant, comparable, and market analysis reporting. This service is accessible from their computers, smart phones, iPads, etc. Landlord Representation
Property Management
OWNER SERVICES
C O S TAR
Investment Advisory
CHARLESTON REGIONAL BUSINESS JOURNAL
Lee & Associates has an active subscription and a PDF of the bi-weekly paper available for brokers to view.
• BROKERAGE • PROPERTY MANAGEMENT • DEVELOPMENT •
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Our Brokerage S er vices
O ur Res ources PROPRIETARY LEASE COMPARABLE DATABASE (IN-HOUSE)
Central directory of deals done within Lee & Associates Charleston in order to create a comprehensive database of recent leasing/sales activity.
WHAT DOES LEE & ASSOCIATES CHARLESTON PROVIDE TO MUSC?
Lee & Associates is a full-service commercial real estate firm that specializes in: PROPRIETARY MARKET ANALYSIS AND REPORTS (IN-HOUSE)
You’re an expert in knowing what your customers want - often before they do. We bring the same approach to your business. Lee & Associates is built on an enterprising culture of collaboration and innovation. We provide creative, strategic solutions to landlords, tenants and developers across the country. Whether you need sales and leasing brokerage, property marketing, research and demographics, or asset and property management, we have years of experience to serve you.
Each quarter we analyze the numbers and write concise, easy to read reports for our clients and associates on the latest trends in the Charleston submarkets for the office, industrial, and retail sectors.
ARGUS INVESTMENT ANALYSIS
A sophisticated financial software tool available for cash flow analysis, collateral and property valuation, due diligence, asset management and budgeting.
TENANT REPRESENTATION AND CORPORATE SOLUTIONS SERVICES Today’s real estate decisions require complex information; Lee offers competitive assessments, market analysis, creative market search, and deal negotiation. Whether you are expanding, relocating, contracting, or optimizing your existing locations, our team is here to help.
• Office services • Financial analysis • Incentive analysis
Tenant Representation
• Site selection • Lease administration • Highest and best use studies
Project Development
• Acquisition and disposition services • Repositioning and redevelopment services
18
• Site selection and entitlement • Valuation services and appraisal
• Land assembly and acquisition • Disposition and investment sales
Agents have access to an intuitive map-based data and visual analysis tool powered by ESRI which provides property information, search tools, and maps that integrate labels, drawings, plan overlays, and imported data.
Public database of commercial real estate for lease and sale and marketing tool for broker listings. Advisory and Research
REAL CAPITAL ANALYTICS
Timely and reliable transaction data with unique intelligence on market pricing, capital flows and investment trends.
Knowing what to build is just as important as knowing where to build it. Our team works with you from concept to completion to ensure the project vision meets your objectives, as well as the market’s requirements.
• Project leasing
Our SCCMLS agents have full access to the suite including listings, sales/leases, educational tools and resources.
LOOPNET Land Acquisition and Disposition
DEVELOPER SERVICES
SCCMLS
SITE TO DO BUSINESS
Whether identifying acquisition opportunities, implementing effective leasing programs, or managing properties more efficiently, we are always seeking opportunities to maximize the value of your assets. • Project leasing • Management services • Valuation and appraisal services
Our agents have full access to the National CoStar suite including property, tenant, comparable, and market analysis reporting. This service is accessible from their computers, smart phones, iPads, etc. Landlord Representation
Property Management
OWNER SERVICES
C O S TAR
Investment Advisory
CHARLESTON REGIONAL BUSINESS JOURNAL
Lee & Associates has an active subscription and a PDF of the bi-weekly paper available for brokers to view.
• BROKERAGE • PROPERTY MANAGEMENT • DEVELOPMENT •
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References MUSC FOUNDATION - Tom Anderson, Chief Executive Office (xxx) xxx-xxxx
ROPER SAINT FRANCIS - Elisa Cooper, Director of Property Managemnt (xxx) xxx-xxxx CHARLESTON METRO CHAMBER OF COMMERCE - Bryan Derreberry, President and CEO (xxx) xxx-xxxx PINNACLE FINANCIAL PARTNERS - John Freeman, Senior Vice President (xxx) xxx-xxxx PALMETTO PRIMARY CARE - David Carroll, Chief Operating Officer (xxx) xxx-xxxx
Photo Credit: MUSC
*We obtained the information above from sources we believe to be reliable. However, we have not verified its accuracy and make no guarantee, warranty or representation about it. It is submitted subject to the possibility of errors, omissions, change of price, rental or other conditions, prior sale, lease or financing, or withdrawal without notice. We include projections, opinions, assumptions or estimates for example only, and they may not represent current or future performance of the property. You and your tax and legal advisors should conduct your own investigation of the property and transaction.
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References MUSC FOUNDATION - Tom Anderson, Chief Executive Office (xxx) xxx-xxxx
ROPER SAINT FRANCIS - Elisa Cooper, Director of Property Managemnt (xxx) xxx-xxxx CHARLESTON METRO CHAMBER OF COMMERCE - Bryan Derreberry, President and CEO (xxx) xxx-xxxx PINNACLE FINANCIAL PARTNERS - John Freeman, Senior Vice President (xxx) xxx-xxxx PALMETTO PRIMARY CARE - David Carroll, Chief Operating Officer (xxx) xxx-xxxx
Photo Credit: MUSC
*We obtained the information above from sources we believe to be reliable. However, we have not verified its accuracy and make no guarantee, warranty or representation about it. It is submitted subject to the possibility of errors, omissions, change of price, rental or other conditions, prior sale, lease or financing, or withdrawal without notice. We include projections, opinions, assumptions or estimates for example only, and they may not represent current or future performance of the property. You and your tax and legal advisors should conduct your own investigation of the property and transaction.
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CONTACT: Reid Davis, CCIM, SIOR (843) 277-4326 RDavis@Lee-Associates.com
Pete Harper, CCIM (843) 329-0108 PHarper@Lee-Associates.com
960
Suite
Morrison
Drive,
400
|
Cameron Yost (843) 203-1105 CYost@Lee-Associates.com Charleston,
SC
2940
Bob Nuttall, SIOR, CPM (843) 367-8255 BNuttall@Lee-Associates.com |
843.747.1200
|
lee-charleston.com