R EAL E S TATE S O LUTI O N S
Experience the Difference
TABLE OF CONTENTS A Message from our CBC President About CBC Business Development Awareness & Exposure Professional Development & Recognition Additional Marketing Resources Affiliate Success Stories Summary
Š 2009 Coldwell Banker Commercial Affiliates. A Realogy Company. All Rights Reserved. Coldwell Banker Commercial Affiliates fully supports the principles of the Equal Opportunity Act. Each Office is Independently Owned and Operated. Coldwell Banker Commercial, the Coldwell Banker Commercial Logo, Blueprint, Market Connect, CDX, Lead Router, Commercial University, STAR, EBT, and GCC are registered (or unregistered) service marks licensed to Coldwell Banker Commercial Affiliates.
Build on the Power of Coldwell Banker Commercial®
Dear Prospective Coldwell Banker Commercial Affiliate:
First, let me welcome you to the Coldwell Banker Commercial® family. While you have not yet decided to join our affiliate offices, I am confident that you will find our value proposition is exactly what your company needs in order to grow and compete in today’s ever-changing market.
The Coldwell Banker Commercial organization is an international commercial real estate services company built upon a closely-united team of entrepreneurially and institutionally-owned offices that move within the industry as a unified organization. The strength and efficiency of our business platform and global network of offices is respected throughout the industry.
Our marketing tools and technologies are cutting-edge and our overall service delivery is solid . The Coldwell Banker Commercial organization has accomplished remarkable things, and we are poised for even greater success in the future. After reviewing the following material, if you have any questions about our offerings and how being a part of the Coldwell Banker Commercial organization can benefit you, please do not hesitate to contact me. I hope that you will be a part of our coming achievements.
Sincerely,
Jason Lamoreaux Coldwell Banker Commercial—Real Estate Solutions President/Broker JL@CBCdesert.com 760.792.8338
ABOUT COLDWELL BANKER COMMERCIAL速 One of the largest domestic footprints in commercial real estate Over 500 offices 4,000 professionals across the globe Award winning website: cbcworldwide.com Industry-leading technology A wealth of commercial real estate expertise * Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
About Coldwell Banker Commercial®
Coldwell Banker Commercial Affiliates is a subsidiary of Realogy Corporation, the world’s largest real estate franchisor. Through its independently owned and operated offices, the Coldwell Banker Commercial® organization is a premier provider of real estate services and a leader in the commercial real estate industry. Coldwell Banker Commercial professionals serve the needs of owners and occupiers in the leasing, acquisition, disposition, structured finance and management of all property types. The success of the Coldwell Banker Commercial organization lies in its striking versatility. The organization deftly combines a powerful national and international presence with the agility of a local and regional market innovator. Each Coldwell Banker Commercial affiliate office has the resources and insight to understand its local market, and the expertise to convert that knowledge into tangible value for each client. Our professionals stand ready to help clients discover untapped commercial real estate market opportunities and to deliver a range of services designed to add value to their businesses. The Coldwell Banker Commercial organization’s skillful professionals and nimble affiliate offices service a wealth of business categories in markets of any size, with clients ranging form established corporations and institutional entities to small businesses to individual investors.
About Realogy
Realogy Corporation, a global provider of real estate and relocation services, has a diversified business model that includes real estate franchising, brokerage, relocation and title services. Realogy’s world-renowned brands and business units include Coldwell Banker Commercial®, Better Homes and Gardens® Real Estate, CENTURY 21®, Coldwell Banker®, The Corcoran Group®, ERA®, Sotheby’s International Realty®, NRT LLC, Cartus and Title Resource Group. Collectively, Realogy’s franchise systems have approximately 16,000 offices and 300,000 sales associates doing business in 96 countries around the world. Headquartered in Parsippany, N.J., Realogy has approximately 11,000 employees worldwide. Realogy is owned by affiliates of Apollo Management, L.P., a leading private equity and capital markets investor.
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One of the Largest Domestic Footprints in Commercial Real Estate
In 2008, several industry publications and associations recognized the Coldwell Banker Commercial® (CBC®) brand as a leader in the commercial real estate industry through numerous rankings:
Real Estate Forum ranked CBC in its “Forum 100” list of top global commercial real estate companies
National Real Estate Investor ranked CBC in its “Best of the Best” top national brokerage list
Commercial Property News ranked CBC in its “Most Powerful Brokerage Firms” list
California Real Estate Journal ranked CBC in its top state brokerage list
Number of Offices
500 +
Professionals
4,000 +
Countries
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Annual Transactions
13,000 +
# of Listings
16,100 1
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks. 1 - Displayed on CBCWorldwide.com Feb 2009
Why Join Coldwell Banker Commercial®
National Brand Awareness Survey2 The Coldwell Banker Commercial organization offers: Worldwide professionals across a broad spectrum with valuable industry experience Integrated technology platform Financial analysis Real estate strategy development Market research and intelligence Improved bottom line performance Industry leading professional development programs Strategic partnerships Mass exposure of listings
The Coldwell Banker Commercial® (CBC®) organization is comprised of entrepreneurial companies that offer a “hands-on approach” in analyzing the best strategy to maximize the value of every asset and provide custom solutions for their clients. Our affiliates are the best of the best in their market. CBC affiliates have industry-best systems that emphasize sharing of information and collaboration.
Understand the ever changing marketplace Real estate requirements today are increasingly complex and impact companies’ strategic decisions and bottom line. The CBC organization provides the capabilities and industry specific expertise, through its global footprint, for its affiliate companies to anticipate opportunities, seize competitive advantage and implement the best real estate strategies for your clients.
Immediately gain increased global visibility through the CBC Brand As a CBC affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism. According to a recent NREI survey2, CBC is the most recognized commercial real estate services brand!
Benefit from the shared best practices of 4,000 professionals worldwide A unique attribute of all CBC professionals is their enthusiasm for collaboration. CBC professionals are encouraged to share their best practices on how to run a business more efficiently and how to more effectively win business. Advisory Groups are focused on office, industrial, retail, investment, property management and marketing.
Access to award-winning technology The CBC organization has built a platform of tools to assist each affiliate with the entire transaction process, from obtaining the listing, to marketing the property, to closing the transaction. Each tool is designed to increase broker production, client service, back office efficiencies and awareness for your company and properties.
A team stands behind you Our executive team boasts a combined 200 years of commercial real estate experience along with dedicated staff and the resources to ensure you achieve maximize results.
7 2 - (National Real Estate Investor conducted the survey on behalf of the Coldwell Banker Commercial organization. The survey targeted commercial real estate developers, owners, managers and corporate users from November 29, 2007 through December 17. 2007. A total of 273 respondents answered the survey. Sampling error of +- 5.9% at a 95% confidence level.)
Senior Leadership
CBC® is led by
Rick Davidson President CBC Affiliates COO Coldwell Banker Real Estate (973) 407-2777 Rdavidson@cbcworldwide.com
commercial real estate professionals with over 200 years of combined experience. This team is dedicated to the success of members, whether it’s across the state, across North America or overseas. They will give you the support and strategy you need to compete in today’s environment.
Kyle King Senior VP Strategic Growth (314) 854-1375 Kking@cbcworldwide.com
Fred Schmidt Senior VP Global Client Solutions (973) 407-5752 Fred.schmidt@realogy.com
Greg Sexton Senior Vice President (973) 407-6647 Gsexton@cbcworldwide.com
Tim Dimond VP Ownership Services (973) 407-4242 Tdimond@cbcworldwide.com
Jason Silfies VP Marketing/Technology (973) 407-5274 Jsilfies@cbcworldwide.com
Obie Walli VP Commercial Operations (973) 407-5140 Owalli@cbcworldwide.com
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Our Services
The Coldwell Banker Commercial® (CBC®) organization is committed to providing exceptional commercial real estate services across all commercial property types and service lines. CBC associates provide guidance in every aspect of the commercial real estate transaction, including: acquisition, disposition, construction and project management, site analysis, and relocation.
SERVICES
Acquisition and Disposition Services Brokerage & Transaction Management Corporate Services Capital Markets Property and Facilities Management Project Management Construction Management Auction Services Investment Analysis Market Research & Analysis Relocation Services Real Estate Owned Services
PROPERTY LINES
Office Industrial Retail Multi-Family Land Hospitality
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Advisory Board
Steve DuBrueler
Jeff Hathaway
William Ostlund
Northeast Region (540) 667-7071 Sdubrueler@cbcworldwide.com
Southeast Region (501) 978-4969 Jhathaway@cbcworldwide.com
Midwest Region (612) 904-7833 Wostlund@cbcworldwide.com
The Coldwell Banker Commercial速 Advisory Board is a
Billie Redmond Carolinas Region (919) 782-5552 Bredmond@cbcworldwide.com
Dean Saunders Florida Region (863) 648-1528 Dsaunders@cbcworldwide.com
committee of affiliate members with the sole purpose of guiding and contributing to the enhancement of the systems, tools and services delivered to affiliates by the Coldwell Banker Commercial brand. Coldwell Banker Commercial holds its Advisory Board members in high esteem and values their recommendations. Their invaluable input has helped tremendously in our efforts to understand and meet the needs of our affiliates and the market.
Gary Schneidmiller
J. Searcy
Tom Worth
Pacific Northwest Region (208) 765-4300 Gschneidmiller@cbcworldwide.com
Southwest Region (817) 335-7575 Jsearcy@cbcworldwide.com
California Region (858) 200-8822 Tworth@cbcworldwide.com
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BUSINESS DEVELOPMENT
Business Development: Obtaining
the Listing
COLLABORATION Obtaining a new listing often begins with collaboration. With over 500 offices across the country, the Coldwell Banker Commercial® (CBC®) organization offers affiliates a myriad of opportunities to establish contacts, share leads, and develop business on a national scope. Backed by the Coldwell Banker Commercial organization, you’ll have the ability to take your client to markets across the country – increasing your exposure – and provide you with a major incentive to grow within your firm.
Online CBC Network Coldwell Banker Commercial affiliates have access to a networking system located on CBCBlueprint that is similar to Linked-In that allows them to strategically locate other CBC affiliates with similar clients and expertise. Our affiliates can network with other CBC professionals to assist in winning business or refer clients in just about any market across the United States.
The CBC Forums The CBC Forums are a great way to interact with fellow CBC affiliates. Stay up to date on what is happening in other markets, post comments or properties on the haves/ wants board or ask questions and receive answers from CBC peers. You can subscribe to posts and receive automatic updates when someone answers your question.
CBC Referral Network (CBCRN) Easily receive or send referrals through our national referral system. A simple call sends the referral to a dedicated person who filters it to the most qualified CBC affiliate.
Win Business Template One of the keys to obtaining a new listing is showing the client exactly how you will market their property. The CBC organization offers branded pre-populated templates that aid in creating strong packages to help you Win the Business. The templates were created by blending a variety of packages from affiliates and competitors that have been successful in the past.
REIS Reports When trying to obtain a new listing, it is important to have ample knowledge of the property and the market. REIS can help you acquire market information by generating detailed market and sub-market reports on: Sales Comps (Buyer, Seller, Cap Rate, etc.) Rental Comps (Rent, Vacancy, Expenses, Concessions) Rent, Vacancy and Inventory Trends and Forecasts Construction (Planned, Proposed and Underway Projects) * Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
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Business Development: Global
Client Solutions
GLOBAL CLIENT SOLUTIONS LLC (GCS) The Global Client Solutions team acts as a center of excellence for all of our offices. The team proactively provides assistance in coordinating and delivering proposals and presentations for national clients and winning multi-market assignments for the CBC organization. Recent wins include national representation for Kumon and Jackson Hewitt. GCS offers: Customizable proposals and presentations Assistance in responding to RFPs / RFIs Collateral sales materials for use at point-of-sale (i.e., Case Studies, Process Materials, etc.) Ability to identify and leverage the experience of subject matter experts, regardless of location Team members are available to attend ‘final round’ client presentations Identify if CBC relationships exist with clients you are pursuing
Business Development The GCS team identifies qualified clients and assists CBC affiliates in winning and gaining control of clients. A dedicated individual located in strategic locations throughout the country drives qualified business to affiliate offices.
Transaction Facilitation A single point of contact that will be responsible for driving business, profitability and increasing the productivity of professionals.
Portfolio Services A scalable service line that helps the client manage their portfolio, reduce occupancy cost, manage critical dates and implement corporate strategy, through people, processes and technology.
Transaction Management The transaction management services model integrates people, processes and operations through a web-based reporting program that reduces cycle time and occupancy cost.
Business Development in 2008 334 referral transactions generated from a Realogy brand to CBC $229 million in transaction value 300 deals generated by the GCS team $125 million in transaction value
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Business Development: Clients
Represented
* Includes clients of Coldwell Banker Commercial franchisees.
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Business Development: Ownership
Services
OWNERSHIP SERVICES: The Coldwell Banker Commercial® (CBC®) organization has an Ownership Services team that manages clients throughout the life cycle of their real estate and investment objective.
Integrated Technology Specialty Practices Strategic Alliances Client Development Corporate Support Policy, Procedures Centers of Excellence Strategy Development Emerging Trends and Best Practices
Capital Markets Through our strategic alliance with Johnson Capital Express, the CBC platform provides access to debt and equity sources for all property types, real time access to market information and industry expertise, along with an ability to accelerate the closing of transactions. By utilizing this network of providers, affiliate offices can create and realize additional income opportunities for their professionals. The service is scalable from one-off to portfolio-wide assignments.
Leasing The CBC center of excellence provides access to policy procedures and templates, proposal support, industry expertise and market research to assist in pursuing leasing opportunities.
Institutional Services CBC has extensive experience in a unique program for providing services to the non-profits, governments and educational sectors. This dynamic market represents a growing opportunity, especially in the non-profit area of property donations for tax benefits. The CBC team will show affiliate offices how to generate income and provide savings to clients. Many government and educational organizations are looking to the private markets for professional expertise. CBC can help you understand government/educational budgeting cycles, procurement requirements and Requests for Proposals while helping you develop strategies and responses to seek to capture these opportunities.
Facility Management The CBC organization provides customized facilities and engineering solutions for the
clients of affiliate offices. This program helps drive savings and increase productivity by leveraging items such as national service contracts, strategic alliances, web-based reporting and benchmarking.
Property Management Our integrated platform provides standard policy, procedures and processes to CBC affiliates to ensure a consistent and effective service delivery model to your clients. Additionally, affiliate offices have access to operational and technology systems, industry expertise, market research, industry benchmarking and business solutions to help meet the client’s objectives. 15
Business Development: Advisory
Groups
ADVISORY GROUPS Coldwell Banker Commercial® (CBC®) organization has formulated a series of Advisory Groups for various property sectors throughout commercial real estate to discuss emerging trends, identify best practices and ultimately secure assignments and close deals.
Office Advisory Group The office advisory group comprises some of the top office property experts in the Coldwell Banker Commercial network. This team collaborates on the current state of the marketplace, relevant industry trends, winning strategies and competitive advantages.
Ingrid Fulmer
Bill Ukropina
Boca Raton, FL (561) 479-5970 ifulmer@cbcworldwide.com
Glendale, CA (626) 509-1000 Bukropina@cbcworldwide.com
Multi-Family Group The Multi-Family Advisory Group is a team of investment advisors specializing in multi-family property transactions. The team is well-versed in the unique elements and trends that shape successful multi-family transactions.
Harry Champ Orlando, FL (407) 571-5559 Hchamp@cbcworldwide.com
Eric Sackler Los Angeles, CA (310) 979-4990 Esackler@cbcworldwide.com
Industrial Group This council serves as a sounding board for the industrial property experts throughout our network. Members leverage their combined knowledge and experience within the sector via a series of monthly conference calls, and their recommendations help drive the CBC organization’s future industrial property success on both a local and national level.
Greg Barsamian
Bill Ostlund
Glendale, CA (818) 334-1901 Gbarsamian@cbcworldwide.com
Minneapolis, MN (612) 904-7833 Bostlund@cbcworldwide.com
Retail Group The Retail Advisory Group is leading group of retail producers within the CBC network. This team of experts meets to discuss the challenges and opportunities that exist in the current retail marketplace.
Scott McLain
Steve Bogden
Huntsville, AL (256) 533-3441 Dmclain@cbcworldwide.com
Salt Lake City, UT (801) 947-8300 Sbogden@cbcworldwide.com
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Business Development: Advisory
Groups
Investment Group The Coldwell Banker Commercial速 (CBC速) Investment Group is a reliable and credible source for the acquisition and/or disposition of investment grade properties (multi-tenant and single net leased). The group provides a coordinated national network of Coldwell Banker Commercial industry professionals across geographic boundaries and specializations who have the knowledge, expertise and skill to utilize the Coldwell Banker Commercial Brand to develop relationships with Institutions, Corporate, REITs, Financial Service Firms and Individual Investors seeking to work with Investment Brokers.
Jim Shook
Carl Conceller
Indianapolis, IN (317) 249-9000 Jshook@cbcworldwide.com
St. Louis, MO (314) 206-4669 Cconceller@cbcworldwide.com
Property Management Group The Coldwell Banker Commercial Property Management Group consists of the top professionals in the industry from brokerage and corporate real estate backgrounds. The Coldwell Banker Commercial Property Management Group operates through a combined effort to develop national corporate and institutional management account relationships to increase the velocity of transactions for the entire Coldwell Banker Commercial platform.
Bruce Brophy
Greg Coleman
Randy Owen
St. Louis, MO (314) 206-4643 Bbrophy@cbcworldwide.com
Denver, CO (303) 409-1400 Gcoleman@cbcworldwide.com
Salt Lake City, UT (801) 947-8300 Rowen@cbcworldwide.com
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AWARENESS & EXPOSURE
Awareness & Exposure: The
Coldwell Banker Commercial速 Brand
Coldwell Banker Commercial速 (CBC速) Branding As a Coldwell Banker Commercial affiliate, your name will be linked to a brand that is well established and recognized throughout the world for quality and professionalism. 100+-year history of exceeding client expectations # 1 recognized commercial real estate brand2 National print, local and online advertising and sponsorships including: Wall Street Journal, GlobeSt.com, National Real Estate Investor, ICSC, Retail Traffic, Real Estate Forum, CCIM, RealShare Conference Series, CoreNet, and a variety of other sources.
Award-Winning Website: CBCWorldwide.com CBCWorldwide.com is one of the most cutting edge websites in commercial real estate. The site was built around what clients do most - search for properties and locate offices. Currently, there are over 16,1001 Coldwell Banker Commercial exclusive listings on the site. Also available on our national website: Birds-Eye View of Properties 3D Mapping Polygon Property Searching Pre-populated demographics for each property
CBC Intranet Site: CBCBlueprint.com In order to keep affiliates aware of what is going on within the CBC organization; news, events and articles are posted on the company intranet site, Blueprint. The site is also the central access point for all the tools, templates, education, networking and other resources to continue to save you time and money.
@cbcworldwide.com e-mail All CBC affiliates, professionals and staff receive an auto-forward @cbcworldwide e -mail account. Having one e-mail format creates consistency in the market, and although all CBC offices are independently owned and operated, we present to the market as one entity, strengthening our market position.
National Brand Charity CBC established the Coldwell Banker Commercial Charitable Foundation in 2007 as a way of furthering its cause-related marketing efforts. Big Brothers Big Sisters of America is the national charitable partner for CBC. This relationship is a perfect fit as both organizations work to provide mentorship and guidance while striving to reach new heights.
19 1 - Displayed on CBCWorldwide.com Feb 2009 2 - (National Real Estate Investor conducted the survey on behalf of the Coldwell Banker Commercial organization. The surveytargeted commercial real estate developers, owners, managers and corporate users from November 29, 2007 through December 17. 2007. A total of 273 respondents answered the survey. Sampling error of +- 5.9% at a 95% confidence level.)
Awareness & Exposure: Office
& Professionals
Free Localized Website All Coldwell Banker Commercial速 (CBC速) companies are offered a website manager tool that creates a website mirroring the look of the global CBCWorldwide.com - building a strong, unified brand image while saving you money on hosting, updates and listing costs. This free website allows each company to create a site reflecting its unique market position while displaying featured properties and announcements. The local sites maintain the advanced search and map functions of CBCWorldwide.com.
Intra-office Communication CBCBlueprint.com, the CBC intranet also acts as your own company intranet so you can securely store documents and news items that are relevant to your business. Each CBC professional can use CBC Blueprint to access the dashboard, which shows individual production numbers and rankings within the company.
Personalized Professional Webpage Individual webpages for each professional are accessible through the national and localized versions of the website with a direct hyperlink to send to clients so they can easily view your listings. Professionals can publicize industry and market expertise, a track record of completed transactions, awards won, designations, a prominent picture and links to current listings.
Custom Ad Creation The CBC national advertising campaign can easily be adapted to create ads for your properties. The national marketing team offers assistance with text and graphic creation. Another option offered to affiliates is Regional Advertising - where CBC affiliates within the same area pool their resources together to drive advertising cost savings and to strengthen their regional market position.
Broadcast your Industry Expertise CBCMarketConnect.com is the comprehensive online resource for commercial real estate professionals nationwide. MarketConnect compiles market insights and research on a national, regional and sector-specific basis from CBC professionals worldwide. Posting to the website allows CBC and its affiliates to be ranked higher in the web search engine results. All CBC professionals are encouraged to write and submit articles on industry specific topics so current clients, prospects and competitive brokers see you as the industry expert.
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Awareness & Exposure: Properties
Single Data Entry Point for Properties (CDX System) The CBC listing platform automatically distributes and updates all CBC listings to the premier online commercial real estate databases including: Commercial Source, LoopNet and Catylist, along with our own CBCWorldwide.com website, local versions of CBCWorldwide and our online publisher software.
National Property Exposure Last year, CBCWorldwide (national website) had: Property Searches: 3,281,016 Detailed Property Views: 1,270,944 Phone Number Lookups: 1,145,040
The Wall Street Journal The Wall Street Journal co-operative advertising program gives you a chance to get national exposure for your listing at an substantially discounted rate. Full page ads run up to five times per year and are a great way to generate leads. Each ad contains one featured property with a photograph that is reserved for our most notable listing.
Retail Property Review The Retail Property Review is another co-op advertising program offered to all CBC affiliates. Each year, this publication is produced exclusively for retail properties with full color photos and ample description space. The book is distributed at the Spring ICSC convention in Las Vegas, where it is exposed to over 50,000 attendees. The publication is also distributed at various regional conferences throughout the year to continually generate leads.
Other Property Advertising Discounts CBC offers discounts to advertise in local, regional and national newspapers and commercial real estate publications such as NREI, Real Estate Business Journals and Black’s Guide. 21
Awareness & Exposure: Properties
Custom Flyers & Email Campaigns This Coldwell Banker Commercial® (CBC®) proprietary software allows you to create professional and customized CBC branded materials including: Marketing Packages, Flyers, Flash Presentations, Open Inventory Reports, Advertisements, Postcards and Announcements - all with the push of a button. Your listings are automatically populated based on your input into our Listing Platform. Also included: Blast Email Capabilities Email Reporting to see who is interested in the property
Web-Based Project Management This web-based communication and transaction management tool enables professionals to connect with their team members or clients and share information at any time. This tool offers immediate access to project files, including: lease contracts, floor plans, project timelines, task lists, team rosters, property data and all project communications - allowing you to easily keep your team members and clients informed.
Demographics by Claritas CBC affiliates have access to detailed demographics including: past, current year and future projections, customized mapping and flexible trade area definitions (radius, drive times or hand-drawn polygons) — everything you need to properly market your listing. Features include: Reports detailing business data, consumer expenditure estimates, traffic volumes and shopping center data Each Listing on CBCWorldwide.com is automatically populated with over 150 free demographics within 1, 3 and 5 miles of the relevant property
Financial Analytics by Argus With financial analytics powered by Argus, CBC affiliates can analyze rents, improvements and other occupancy-related costs in detail, and develop instant cash flows and the financial “what-if” scenarios necessary to take an in-depth look at all the financial aspects of the transaction.
Lead RouterTM Lead Router is a revolutionary tool that assists in the day-to-day management of leads - whether web, office, or self-generated. A distinctive feature is the ability to directly convert internet leads and send them to your cell phone.
National PR for Closed Transactions The CBC Corporate Communications team acts as a dedicated PR Agency to help your office and professionals achieve higher visibility on both a national and local scale by publicizing your closed deals. The team utilizes its relationships with an assortment of national, regional and local publications to make sure your deals get the proper amount of attention within the business world. 22
PROFESSIONAL DEVELOPMENT & RECOGNITION
Professional Development & Recognition Professional Advancement Regardless of the amount of time in the industry, staying current on the ever-changing trends is necessary to remain competitive. The Coldwell Banker Commercial® (CBC®) organization’s education site provides access to a variety of webinars and training courses, as well as discounts on programs such as: Mike Lipsey Seminars, Franklin Covey, Top Dogs, CCIM, ICSC, SIOR, USGBC, and BOMA live seminars, and continuing education discounts. Professional development Element K free courses include: Business Skills and Soft Skills Computer Skills Microsoft Office Office Productivity Project Management
Emerging Brokers Training (EBT) The Emerging Brokers Training (EBT) is a 4-month blended development program specifically for professionals with less than 1.5 years experience in the industry. With a high-impact curriculum, the EBT program helps develop the future stars of commercial real estate for the CBC organization.
S.T.A.R. Orientation & On-Boarding Process The first step toward your success as a new CBC affiliate is participation in our Systems Tools and Resources (S.T.A.R.) Orientation program. During this session, you’ll be able to interact with many members of the CBC Management team and staff. Learn how to successfully implement the wealth of resources that CBC makes available to you and your business. We also have an On-Boarding Process which lays out everything your managers and administrators need to do to make for a seamless transition to CBC.
On-Demand Tools Training The CBC organization has live, online training and a library of stored guides, seminars and
other demos available 24/7 explaining how to maximize the use of CBC tools to assist in generating business or saving time. Also offered is a free help desk 800 telephone number for company, program or tool related issues.
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Professional Development & Recognition: Events
Global Commercial Conference (GCC) The GCC event is the premier forum for all Coldwell Banker Commercial® (CBC®) professionals to expand their knowledge through a wide-range of educational workshops. The GCC offers opportunities to network with hundreds of colleagues from across the country and to honor the peak performers in our company who have driven themselves to the highest levels of success. This event is subject to space limitations and demand.
Regional Meetings In today’s business climate the key to success is collaboration. The Coldwell Banker Commercial Regional Networking Events are designed for just that! These events provide affiliates with an opportunity to network, share best practices and facilitate business within regions.
ICSC Convention The International Council of Shopping Centers (ICSC) Annual Spring Convention takes place in Las Vegas each year. It is the largest gathering of real estate and retail professionals (over 50,000 attendees) in the world, with leasing agents, shopping center developers and owners and municipal officials, as well as product and service vendors all in attendance. With our strategically located 4,500 SF island booth, the CBC organization has a significant presence at this event. The booth facilitates client meetings and displays CBC properties throughout the show. The CBC organization also has a significant presence at several regional ICSC meetings that take place throughout the year.
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Professional Development & Recognition:Awards
National Award Recognition The Coldwell Banker Commercial® (CBC®) organization recognizes top companies and individual professionals with awards and incentives. Some of the award categories include: #1 Office by State, National & International #1 Associate by State, National & International Professional Production Level Awards: Platinum, Gold, Silver, Bronze, Commercial Elite, #1 Emerging Broker Collaboration, Diversity, Leadership, Brand Charity Support Awards #1 Sales Professional by Specialty (Retail, Land, Multi-Family, Office and Industrial)
Top 2 & Commercial Elite Events The CBC organization takes great pride in celebrating our Commercial Sales Professionals & Offices who continuously strive to reach new levels of success with exclusive events for the top two percent of producing professionals (“Top 2” Event) and the top 15 producing companies (“Commercial Elite”).
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ADDITIONAL MARKETING RESOURCES
Marketing Resources There is no need to re-invent the wheel. Choose from a variety of Coldwell Banker Commercial速 (CBC速) marketing templates and brochures to market yourself and your listings, grow your business and create valuable leads. You will benefit from a suite of marketing materials that are easily customizable to reflect your local branded identity and specific marketing needs.
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Other Useful Resources Discounts The Coldwell Banker Commercial Business Advantage Program provides cost effective solutions to help you unlock the savings, benefits and services needed to help you succeed. The program provides associates and their clients discounts on numerous products & services, including: Errors & Omission Insurance, Property Signs, Health Care, Telecommunications, Promotional Items, LoopNet, CoStar, and more.
Affiliate Library Available to affiliates is access to a separate library of documents created by other CBC affiliates, including: Proposals, Advertisements, Newsletters and Presentations. Whether you’re having your first client meeting or following up on a cold call, make an impact with the proper collateral.
Dedicated Servicing Department CBC affiliates receive a dedicated servicing specialist, based out of the corporate headquarters office, who acts as a liaison between them and the corporate staff. Whether an affiliate has a question about CBC learning programs, marketing initiatives or any other subject, the servicing department is the first point of contact in getting your questions answered.
How To Guides A series of How to Guides have been created to assist CBC affiliates with various everyday tasks: Thrive in a Challenging Market Create a Win Business or Marketing Package Create a Business Plan Create a Marketing Plan Creating a Marketing Splash Getting Involved with our Brand Charity
The Insider – The CBC Organization’s Internal Magazine The Insider is a sophisticated, professional-grade publication for the Coldwell Banker Commercial professional. Each issue strives to be both educational and entertaining, and focuses on providing a variety of information on everything from corporate tools and resources, to practical advice on commercial real estate, to interesting articles about some of the professionals that comprise the CBC organization.
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AFFILIATE SUCCESS STORIES
Affiliate Success Stories
“Thanks to the Coldwell Banker Commercial brand and its broad network of professionals, we have had the ability to maintain our market significance in the Pacific Northwest for over 25 years. The brand has also proved itself by our continued success with recruiting both new and seasoned Brokers to our Company. Recruiting has been greatly enhanced through the new EBT training sponsored by Coldwell Banker Commercial. Not only has it provided our new Brokers with the necessary training to become successful in their careers, it has opened up a network of contacts throughout the nation. We are pleased to be a part of the Coldwell Banker Commercial family of offices and look forward to sharing successes for years to come.”
Alex Rhoten Coldwell Banker Commercial Mountain West Real Estate, LLC Portland, OR
“Coldwell Banker Commercial is a network of experienced firms, connected and enhanced by sophisticated technology that can offer an array of real estate related services. Over the years, we have completed 13 mergers and acquisitions, using our strong market position and the strength of the national brand. The combination gives us an ability to attract and secure companies that grow our business. One of the tools that has been most useful for us is the Business Development Group. They partner with us to draft, formulate and win assignments. Being a part of Coldwell Banker Commercial makes all the difference. The work ethic and professionalism at Coldwell Banker Commercial is a winning combination for us at RESI.”
Greg Coleman Coldwell Banker Commercial RESI Denver, CO
“After 20 years at CBRE, we came to the decision that we were interested
Greg Barsamian
in building a firm of our own where we could create long term value for our families as well as our staff. We spent a year researching alternatives and determined that Coldwell Banker Commercial offered us the best system available. We were able to smoothly transition our clients and business into CBC using the best systems and technology available anywhere. CBC provided on-site training so our staff was able to begin using the resources of the brand right away and we grew from the three founders to a staff of 16 in the first 4 months after opening our offices in Glendale, California. We utilized the CBC name and the top notch training and education programs for our recruits and were able to maintain - even enhance our reputation as the experts in our market.”
Coldwell Banker Commercial North County Glendale, CA
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Affiliate Success Stories
“Since 2001, I have been affiliated with Coldwell Banker Commercial. The CBC brand has enabled us to compete on a national level. We have been able to acquire some very significant assignments as a result of the Coldwell Banker Commercial platform being available to our company. The integrity of CBC is second to none. As a franchisee and a national top producer, it gives me great comfort to know that the leadership at Coldwell Banker Commercial is comprised of the industry’s top real estate professionals who truly understand the business. I have always felt that the corporate philosophy of CBC has been to first and foremost make sure that the sales affiliates, as well as franchisees are achieving success.”
Gary Roberts Coldwell Banker Commercial Chicora Myrtle Beach, SC
“Throughout the 10 years that I have been a Coldwell Banker Commercial franchisee the organization has continuously strived to provide a platform of tools, training, and support to help our team compete in an everchanging market. The Coldwell Banker Commercial team has shown a strong commitment to its affiliates by establishing a solid brand identity, providing key business development assistance, developing state-of-the-art learning programs, such as the renowned Emerging Broker Training program led by industry experts, including Ralph Spencer and Mike Lipsey, and providing top-quality, web-based tools that have helped us become a key player in our real estate community.”
Carl Conceller Coldwell Banker Commercial CRA LLC St. Louis, MO
“With nearly 20 years in the commercial real estate industry, it is nice to be part of a network that has the same goals for growth and success as I do along with our company, CBC Bennett Williams. CBC Bennett Williams has been associated with the CBC brand since 2002 and every year the quality of the people and the network continue to grow. I’ve networked with offices in Texas and Nevada with clients that are personal friends of mine and I feel each office treated them with the same effort and care that I would have myself. CBC Bennett Williams is looking forward to continuing to grow with the brand in the years to come.”
Bobby Traynham Coldwell Banker Commercial Bennett Williams Harrisburg, PA 32
Summary The Coldwell Banker Commercial® (CBC®) brand offers the ability to compete on a level playing field for the best opportunities in your market. When you're an affiliate of the Coldwell Banker Commercial organization, you benefit from:
Use of the world-renowned CBC brand to position your company as a global player
Global exposure to your listings on CBCWorldwide.com, our highly visible corporate Web site, as well as on numerous industry listing services.
Access to our award-winning technology platform, which offers comprehensive information, resources and tools representing best-of-class solutions, to generate awareness and exposure for the CBC brand, offices, professionals and properties.
Capitalize on CBC’s strategic alliances to provide value-added services
Access to training, support and best practices from CBC corporate staff and more than 500 leading brokerage offices worldwide
National recognition for you and your listings
Attend national CBC events to generate new business
Ability to grow existing client relationships through our Global Client Solutions Team
Access to Advisory Groups and other CBC affiliates
Equity Interest & Profit Sharing
* Includes franchisees within the Coldwell Banker franchise system that are licensed to use the Coldwell Banker Commercial marks.
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