Colliers Medical - Unified RFP

Wurth/Johnson Team

Request For

Proposal Philip Wurth

Julie Johnson

Executive Vice President +1 602 222 5181 philip.wurth@colliers.com

Executive Vice President +1 602 222 5054 julie.johnson@colliers.com

Philip Wurth

CCIM

EXECUTIVE VICE PRESIDENT | ARIZONA WURTH-JOHNSON HEALTHCARE REAL ESTATE TEAM

philip.wurth@colliers.com

EDUCATION AND QUALIFICATIONS Bachelor of Science Accounting Arizona State University

AFFILIATIONS AND MEMBERSHIPS Colliers Healthcare Services Colliers Life Sciences Group Certified Commercial Investment Member (CCIM) Commercial Investment Real Estate Institute (CIREI) East Valley Partnership Colliers | Arizona Leadership Council

CONTACT DETAILS MOB DIR FAX

+1 602 369 9261 +1 602 222 5181 +1 602 222 5001

Colliers 2390 E Camelback Road Suite 100 Phoenix, AZ 85016 Visit our team website colliers.com/ arizona

AREA OF EXPERTISE

PROFESSIONAL ACCOMPLISHMENTS

Philip Wurth, CCIM, is an executive vice president with Colliers, specializing in the acquisition, disposition and leasing of healthcare and life sciences properties, including medical office buildings, surgery centers, hospitals, behavioral health and seniors housing facilities (skilled nursing, assisted living and memory care).

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Completed more than 1,000 sale and lease transactions, totaling over 1 million square feet

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Earned the CCIM designation (Certified Commercial Investment Member) - 2015

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2020 - #12 Top Producer, Arizona

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2019, 2018, 2016, 2015, 2015 - #1 Top Producer, Scottsdale office

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2019 - #10 Top Producer, Arizona

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2018 - #6 Top Producer, Arizona

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2017 - #2 Top Producer, Scottsdale office

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2017 - #12 Top Producer, Arizona

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2016 - #11 Top Producer, Arizona

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2015 - #9 Top Producer, Arizona

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2014 - #10 Top Producer, Arizona

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2009–2012 - Top 3 Producer, Scottsdale office

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2009 - RED Award for Best Office Condo Project for The Presidio

With more than 18 years of experience and over 1,000 transactions completed, Philip is recognized as one of Colliers’ top brokers in Arizona. His nuanced knowledge of medical requirements enables him to assist clients in not only securing the right location for their investments, but also negotiating the maximum value for their properties.

Through strategic representation, Philip delivers portfolio gains to his clients during challenging market highs and lows. He maximizes the value of his clients’ investments through an approach built on trust, in-depth market knowledge, first-rate financial acumen, and expert negotiating skills. Philip provides clients with market and financial analyses, trend forecasts, and targeted marketing designed to identify and attract buyers and tenants.

With his proven track record of success, institutional and private investors, landlords and tenants can rely on Philip to achieve their real estate and financial objectives.

Providing best-in-class service, Philip brings extensive knowledge of the healthcare and life sciences real estate market and a profound dedication to client relationships.

He epitomizes the core values of integrity, honesty, trust and good old-fashioned hard work.

BUSINESS BACKGROUND Prior to joining Colliers, Philip was a vice president at Sperry Van Ness, specializing in owner/developer and tenant representation, and site selection services for small business commercial office space solutions.

Philip began his real estate career at Logan Commercial in 2003, where his creative marketing efforts and grassroots approach to client contact generated over 200 sale and lease transactions, totaling 550,000 square feet. He served on Logan’s Broker Advisory Board, providing strategic direction and current market expertise.

Philip Wurth

CCIM

EXECUTIVE VICE PRESIDENT | ARIZONA WURTH-JOHNSON HEALTHCARE REAL ESTATE TEAM

philip.wurth@colliers.com

“Phil Wurth has been an exceptional resource for our business. We have trusted him with the brokerage of our portfolio of multi-tenant office parks in Scottsdale. We appreciate he can be on site at a moment’s notice and his hands-on philosophy when it comes to assisting clients. When faced with complicated rebuilds for tenants, Phil’s cooperation and guidance has been tremendously helpful to ensure the process is streamlined.

Working with Phil has always been an enjoyable experience. He will continue to be an important part of our properties’ success in the market.”

Ryan Miller, Partner RBR Capital Group

NOTABLE LANDLORD AND DEVELOPER CLIENTS MedProperties Group

Medical Properties Trust

SIP Med

Southeast Valley Gastroenterology

Phoenix Orthopedic Surgeons

Phoenician Medical

Lillibridge Healthcare Services

Regency Medical Specialties

Dignity Health

RBR Capital Group

AKOS Healthcare

HonorHealth

CA Health and Science Trust

Wentworth Properties

Okland Development

Arizona Associates for Reproductive Health

NOTABLE TRANSACTIONS – PARTIAL LIST 5656 S Power Rd, Gilbert – Medical Properties Trust – Hospital Sale – $10.5 million 6285 S Higley Rd, Gilbert – Desert Shore Pediatrics – Build-to-Suit – $8.01 million 3591 S Mercy Rd, Gilbert – The Core Institute – Lease – $6.72 million 1717 W Northern Ave, Phoenix – Phoenician Medical – MOB Purchase – $5.5 million 1144 Medical – Medical Office Building Sale – $2.65 million 1100 S Dobson Rd, Chandler – HonorHealth ASC Lease – $1.84 million 4302-4310 E Broadway Rd, Phoenix – Office Sale - $3.55 million Val Vista Dr and Loop 202, Gilbert – Land Sale - $3.59 million 8787 E Pinnacle Peak Rd – Office Sale - $3.1 million 10210 N 92nd St – Medical Lease - $810,000 8585 E Bell Rd, Scottsdale – Medical Office Building Purchase – $1.65 million 955 N McQueen Rd, Chandler – Medical Development Sale – $1.54 million 1100 S Dobson Rd, Chandler – Medical Office Sale – $1.06 million

Philip Wurth

CCIM

EXECUTIVE VICE PRESIDENT | ARIZONA WURTH-JOHNSON HEALTHCARE REAL ESTATE TEAM

philip.wurth@colliers.com

“For the past four years, Phil has been a trustworthy source for brokerage guidance and assistance.

He’s been a key player in team collaborations to execute and organize the many moving parts of lease transactions in the most time-sensitive manner. In our most recent transaction, Phil was dedicated to keeping us in the loop and provided candid feedback to ensure the best decisions were made. The lease process was swift and seamless.

We look forward to future transactions directed by Phil and his team. It is a huge comfort to know our property is in good hands.”

Harold Dorenbecher, Managing Director Northern Trust Bank

SIGNFICANT LISTINGS – PARTIAL LIST AKOS Medical

136,000 SF

Avondale

Desert Medical Campus

313,671 SF

Mesa

16277 N Greenway-Hayden

69,850 SF

Scottsdale

Chandler Gateway Office Park

60,214 SF

Chandler

Copper Point Business Park

98,000 SF

Gilbert

Court at the Commons

57,600 SF

Mesa

140,000 SF

Mesa

Crismon Gateway Echo Executive Park

39,903 SF

Scottsdale

Bahia 101

39,750 SF

Scottsdale

6930 E Chauncey Ln

35,066 SF

Phoenix

Higley Park Commons

83,000 SF

Gilbert

Los Alamos Plaza

21,456 SF

Scottsdale

Marketplace Commons

51,500 SF

Chandler

McCormick Ranch Office Plaza

29,530 SF

Scottsdale

McQueen Professional Plaza

45,800 SF

Gilbert

Mesa Office Suites

54,000 SF

Mesa

Offices at Parkwood Ranch

62,375 SF

Mesa

Plaza Leyenda

69,850 SF

Scottsdale

Promenade Commons

35,890 SF

Chandler

Raintree Crossing

75,546 SF

Scottsdale

Santan Crossings

69,484 SF

Mesa

The Offices at Johnson Ranch

62,655 SF

Pinal County

The Presidio

86,300 SF

Chandler

Warner Plaza

60,513 SF

Gilbert

Broadway Business Center

136,998 SF

Phoenix

3050 S. 35th St

100,000 SF

Phoenix

Mercy Medical Commons II

55,000 SF

Gilbert

Goodyear Medical

68,000 SF

Goodyear

Auviana

55,000 SF

Surprise

Julie A. Johnson

CCIM

EXECUTIVE VICE PRESIDENT | ARIZONA HEALTHCARE AND SENIORS HOUSING SERVICES

julie.johnson@colliers.com

EDUCATION AND QUALIFICATIONS Bachelor of Science Engineering Arizona State University

AFFILIATIONS AND MEMBERSHIPS Colliers International Healthcare Services Colliers International Seniors Housing Group NAIOP, the Commercial Real Estate Development Association CoreNet Global Urban Land Institute (ULI) AZCREW CCIM Institute & Central AZ CCIM Lambda Alpha Intl. Phoenix Valley Partnership Globe Street Healthcare Advisory Board

CONTACT DETAILS MOB DIR FAX

+1 602 684 8558 +1 602 222 5054 +1 602 222 5001

Colliers International 2390 E Camelback Road Suite 100 Phoenix, AZ 85016 Visit our team website www.colliers.com/ arizona

AREA OF EXPERTISE

PROFESSIONAL ACCOMPLISHMENTS

Julie Johnson, CCIM, is an executive vice president with Colliers International, and an industry leader in providing comprehensive healthcare and seniors housing real estate services throughout the greater Phoenix region.

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2019 - Friend of the Phoenix Union Award for Phoenix Union High School District

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2019 Women of Influence Award – Real Estate Forum & GlobeSt.com

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2018 National Women in Real Estate Award – Connect Media

Her specific areas of specialization include single- and multi-tenant medical office buildings, surgery centers, hospitals and specialty hospitals, behavioral health facilities, and seniors housing (skilled nursing, assisted living, memory care and independent living). She represents landlords, tenants, investors and owner/users, providing acquisition, disposition, leasing, sale/leaseback, site selection, consulting, and development services.

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2017 Most Influential Women in CRE Award – AZRE Magazine

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Earned Certified Commercial Investment Member (CCIM) designation, with proven record of success & demonstrated mastery of financial, market & investment analysis

With extensive experience and longstanding relationships throughout the healthcare industry, Julie has a comprehensive understanding of the complex challenges of healthcare clients, enabling her to bring a unique perspective to address their individualized needs.

Clients rely on Julie’s in-depth knowledge of healthcare delivery, hospitals, providers, managed care and seniors housing to guide them in strategic real estate decisions.

Additionally, her strong analytical skills in financial proformas enable her to help clients mitigate risk and maximize returns.

Recognized locally and nationally as one of the industry’s foremost thought leaders and most qualified healthcare real estate specialists, Julie serves as a valuable resource and member of her clients’ teams.

BUSINESS BACKGROUND Julie was one of the first brokers to specialize in healthcare, developing the unique skillset needed to serve this industry.

For more than 25 years, she has been a leader in healthcare real estate and integrally involved with the growth and evolution of healthcare during her career.

Prior to joining Colliers, Julie was a principal with Avison Young and co-leader of its national healthcare practice group, tasked with growing the healthcare business line.

COMMUNITY INVOLVEMENT •

Arizona Humane Society, Board of Directors

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New Pathways for Youth, Board of Directors

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Friends of National Public Radio Arizona, Board of Directors

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Social Venture Partners Arizona, Board of Directors, innovative philanthropy

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TGen Ambassador, supporting biomedical advances

Julie A. Johnson

CCIM

EXECUTIVE VICE PRESIDENT | ARIZONA HEALTHCARE AND SENIORS HOUSING SERVICES

julie.johnson@colliers.com

“While listing our property, Julie proved she is honest, diligent and hard-working in the pursuit of her listing assignment. I found her opinion of the value of the property to be accurate and realistic. She is extremely diligent and works very hard handling listing-related duties. Julie put our interests ahead of her own and is a model in the execution of a broker’s fiduciary duties. Julie is in a separate class and is head and shoulders above the rest of the pack. I would strongly recommend Julie in the handling of any listing (sale or lease).”

REPRESENTATIVE CLIENTS AZ Vein and Vascular

Arizona Digestive Health

Arizona State Urology

Banner Health

Cardiovascular Consultants

CORE

HealthSouth David Norouzi, Principal Fenix Development, Inc.

HonorHealth “I have known and worked with Julie for several years.

She has been in the healthcare field for over 25 years and worked with physician practices of all sizes, as well as corporate healthcare users and hospital systems. She is extremely knowledgeable and has a deep understanding of the Arizona medical real estate market. I am pleased to recommend Julie.”

Sean D. Cummings Opus Development Co.

IASIS Healthcare/Steward

Irgens Development Partners

LNR Real Estate

OrthoAZ

PMB Real Estate Services

Veritas

At the heart of the healthcare market, is one truly progressive commercial real estate provider:

Colliers International Colliers International offers a highly specialized service line supported by a committed team across the full spectrum of real estate services. This core group focuses on healthcare real estate, consistently delivering the best quality of technological and analytical solutions to support clients’ strategic missions.

An entrepreneurial culture that is fundamental to the unique market force that Colliers International brings to real estate, they have been servicing healthcare since 2012, with over 164 CRE professionals nationally. Leveraging Colliers’ global presence and platform of real estate services, Colliers supplies their clients’ with cutting edge strategic real estate options and dispenses critical decision-making information at national, regional, and local levels.

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Our prime objective is reaching the summit of our clients’ expectations. Each team’s principle focus is providing their healthcare clients with tailored service derived from in-depth understanding of the healthcare industry, and rich expertise in real estate strategy.

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As a vital partner, we are committed to bring Collier’s best healthcare real estate talent and services to achieve the vision of each of our clients.

- Mary Beth Kuzmanovich, National Director | Healthcare Services

SELECT HEALTHCARE CLIENTS

Auroa Health

FOCUS AREAS >> >> >> >> >>

Hospitals Health Systems Post Acute Care Seniors Housing Medical Office Buildings

>> >> >> >> >>

Outpatient Surgery Centers Imaging Centers New Facility Development Repurpose Land Acquisition

OUR COMMITMENTS Dedicated to Healthcare

National & Regional Leadership

Integrated Real Estate Services

National & Regional Leadership The human architecture at Colliers is just as important as any building we buy, sell, lease, manage, or develop. At the summit of this service line, is a national and regional leadership structure that has extensive experience in healthcare real estate as well as healthcare industry itself, affording us the ability to see value and opportunities for our clients where others do not.

Dedicated to Healthcare Colliers exists to assist healthcare clients in developing strategies that increase revenue, improve performance and grow market share, with the common goal of generating measurable results. In an industry as crucial and exigent as healthcare, when difficult challenges arise; count on Colliers to be ready with customized solutions to help your company forge ahead. From our perspective, your trust is our greatest reward.

Data & Technology Driven

Integrated Real Estate Services >> >> >> >> >> >> >> >> >> >> >> >> >> >> >> >>

Lease Negotiation Lease Recast & Renewals Landlord Agency Tenant Advisory Lease Administration Property & Facilities Management Investment Sales & Capital Markets Appraisal & Valuation Services Demographic & Market Analytics Strategy & Consulting Compliance & Regulatory Analysis Project Management Financial & Portfolio Analysis Operational Review Broker Opinion of Value Advisory Services on Development, Planning, Zoning & Site Evaluation

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INVESTMENT CLIENTS

Data & Technology Driven

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Colliers is proud to service its healthcare clients by connecting them to a fully integrated, consolidated, national platform of Healthcare Real Estate services, we offer the advantages required to be successful in today’s increasingly demanding and competitive landscape. Having access to cutting edge analytics and pivotal market insights from anywhere in the country equips clients with the essential tools required to successfully buy, sell, lease or manage property with the most up-to-date information available.

MILLION SF MANAGED SINCE 2013

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HEALTHCARE SYSTEMS / PHYSICIAN CLIENTS

Outpatient Market Survey The Outpatient Market Scenario Planner (MSP), as developed by the Advisory Board, provides current and projected patient utilization estimates for specific specialties in key markets across the United States. The MSP tool supports planners, providers, and hospital executives to make intelligent business development and strategic decisions to locate or expand programs in targeted markets. The following data is representative of the 15 Phoenix Area zip codes that surround Celebration Medical Center.

Service Line

2020 Volume

2025 Volume

2030 Volume

5 Yr Growth

10 Yr Growth

Cardiology

68,871

81,458

91,867

18.3%

33.4%

Cosmetic Procedures

8,930

10,877

13,148

21.8%

47.2%

Dermatology

49,851

62,183

72,890

24.7%

46.2%

Endocrinology

1,896

2,445

2,825

29.0%

49.0%

ENT

35,243

44,089

49,281

25.1%

39.8%

Evaluation and Management

1,037,317

1,184,074

1,323,578

14.1%

27.6%

Gastroenterology

14,569

18,151

21,612

24.6%

48.3%

General Surgery

2,400

2,889

3,414

20.3%

42.2%

Gynecology

9,333

10,836

11,758

16.1%

26.0%

Lab

461,262

556,052

642,828

20.6%

39.4%

Miscellaneous Services

211,018

262,020

277,500

24.2%

31.5%

Nephrology

2,078

2,604

3,246

25.3%

56.2%

Neurology

16,100

21,177

25,685

31.5%

59.5%

Neurosurgery

830

1,125

1,330

35.5%

60.2%

Obstetrics

3,735

3,815

4,130

2.1%

10.6%

Oncology

9,091

9,388

9,472

3.3%

4.2%

Ophthalmology

92,024

118,107

140,781

28.3%

53.0%

Orthopedics

25,394

35,853

43,358

41.2%

70.7%

Pain Management

9,098

14,023

18,342

54.1%

101.6%

Physical Therapy/Rehabilitation

281,289

391,999

465,880

39.4%

65.6%

Podiatry

16,793

23,083

29,664

37.5%

76.6%

Psychiatry

156,662

182,605

214,282

16.6%

36.8%

Pulmonology

14,391

17,910

20,425

24.5%

41.9%

Radiology

181,024

206,936

228,896

14.3%

26.4%

Spine

642

937

1,162

46.1%

81.1%

Thoracic Surgery

126

176

202

38.9%

60.1%

Trauma

5,674

5,874

6,252

3.5%

10.2%

Urology

9,248

10,822

12,480

17.0%

35.0%

Vascular

11,023

14,566

17,598

32.1%

59.6%

The PMC group includes multiple specialties and disciplines. A whole person approach is addressed and each patient can have access to our comprehensive network. The Phoenician Medical Center (PMC) integrated care network includes subspecialties like Neurology & Sleep, Pain Management, Cardiology, Anesthesiology, Vein & Vascular, Outpatient Surgery Centers, Sleep Centers with ancillary services in Laboratory, Imaging and Radiology.

Accelerating success.

Overview

Project Management Services For many businesses, the Launch of a project can be overwhelming. From planning through design and the completion of construction, the path is lined with time-sensitive, often challenging detail.

That’s where we come in.

Our dynamic and collaborative team of experts can quickly and efficiently put decades of hard-won knowledge and first-hand experience into play, so you can focus on what you do best.

We create a results driven project management solutions and offering the following services: • Pre-Project Planning •

Site Selection and Lease Negotiation Support

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Landlord Coordination

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Scope Development & Resource Allocations

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Schedule Development & Management

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Budget Development & Cost Control Management

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Entitlement & Permitting Coordination

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Equipment & Furniture Coordination & Management

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Permit Management & Expediting Support

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Design & Construction Management & Oversight

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Design, Construction & Vendor Team Quality Control

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Closeout Oversight

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Move & Relocation Services

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Decommissioning

RESUME Ms. Scarano’s creative, yet solutions- oriented approach, continues to reap plentiful rewards for her clients. Gathered through more than 25 years of experience in the design and construction industry.

Ms. Scarano headed the client and project development teams for several national construction firms and was responsible for projects valued at more than $3 billion.

Her strong communication, organization, management and team building skills enable her to oversee a wide range of personnel to successfully navigate each project from kick off to completion.

She provides strategic leadership and assists the team in developing and managing the client’s goals and expectations. She has experience working with many high profile clients and brings a solutions oriented approach to each project.

Contact: 480.406.4456 bscarano@thelaunchbiz.com

Project Experience includes both ground up and tenant improvements including office, industrial, manufacturing, healthcare, education, mission critical facilities and mixed-use.

PROJECT NAME

SIZE

COMPLETION

Compu Group Medical

13,148 SF

September 2018

Centauri Health Solutions—Nashville

10,679 SF

June 2018

Centauri Health Solutions –Scottsdale

13,383 SF

June 2018

Concord Servicing Corporation

4,200 SF

April 2018

NOAH—Palomino Health Clinic

16,092 SF

November 2017

NOAH—Venado Health Clinic

6,732 SF

September 2017

NOAH—Sierra Health Clinic

3,097 SF

April 2018

HH—TPK Medical Facility

18,861 SF

January 2018

HH—Neurological Associates & Infusion Clinic

9,449 SF

October 2017

HH—Sleep Center

4,376 SF

December 2017

HH —Gastroenterology

5,382 SF

April 2017

HH— Heart Institute

5,613 SF

February 2017

HH—ENT

5,113 SF

February 2017

15,000 SF

December 2017

TicketForce & Thrive Tenant Improvements

8,000 SF

December 2017

Medical Dermatology Specialists

6,972 SF

September 2017

Building 313—Mixed Use

Phoenix Office Restack

176,402 SF

March 2017

Empower College Prep—Ph 1,2,3

48,000 SF

June 2018

Stratus Technologies

11,066 SF

December 2016

RESUME Project Experience continued PROJECT NAME Bloomington T.I. Make A Wish — Wish House, Scottsdale OMCO Solar, Phoenix, Arizona Peddler’s & Son Produce , Phoenix

SIZE 6,133 SF 12,000 SF

COMPLETION December 2015 March 2015

180,000 SF

November 2014

54,000 SF

November 2014

ProVision, Tempe

12,000 SF

April 2014

Synergis Education TI, Mesa

10,054 SF

August 2014

Vemma TI, Tempe,

51,789 SF

April 2014

OrthoArizona—Chandler Clinic

11,060 SF

September 2016

OrthoArizona—North Mountain

5,446 SF

September 2016

OrthoArizona, Mezona Orthopaedic Ph I & II, Gilbert

14,000 SF

August 2014

OrthoArizona, Mezona Orthopaedic Canyon Springs

9,122 SF

February 2016

Plexus

Natural Partners Soitec Botanicare

106,688 SF

March 2014

72,266 SF

February 2015

51,789 SF

May 2014

139,125 SF

December 2014

Peddler’s & Son Produce , Phoenix

54,000 SF

November 2014

ProVision, Tempe

12,000 SF

April 2014

Synergis Education TI, Mesa

10,054 SF

August 2014

Vemma TI, Tempe,

51,789 SF

April 2014

Edgenuity TI, Scottsdale,

54,174 SF

April 2014

Home Assist Health TI, Phoenix

8,243 SF

June 2014

Tanga LLC T.I., Chandler

10,167 SF

December 2014

Standard Aero T.I. , Scottsdale

19,125 SF

February 2015

OrthoScan, Scottsdale

28,000 SF

December 2014

Massage Envy

11,000 SF

January 2015

She Knows TI, Scottsdale

22,300 SF

January 2015

NFL YET, Phoenix

26,000 SF

January 2015

Phoenix School of Law , Phoenix—Move Only

240,000 SF

November 2013

CASE STUDY STRATUS TECHNOLOGIES 20830 N. Tatum Blvd. Suite 350 Phoenix, Arizona

Stratus Technologies fulfills an important mission: keeping business critical applications running without any unplanned interruptions. From small and medium-sized businesses to Fortune 500 companies, clients around the world rely on Stratus to deliver continuous technological availability through simple solutions. Although Stratus is headquartered in Massachusetts, the company has had offices in Phoenix for over 25 years.

In order to improve efficiency and reduce rent expenses, Stratus was seeking to downsize its Phoenix office spaces and data center. As the company moved to a new location and renovated the space to accommodate its needs, one of the most important goals was minimizing disruptions in operations—given that Stratus has built a stellar reputation based on its ability to provide nonstop technological support. Specifically, the many pieces of expensive equipment in Stratus’s data center had to be moved quickly and efficiently, at a time scheduled to have the least possible impact on operations.

DELIVERED SOLUTIONS, QUALITY, SUCCESS The process of moving Stratus’s Phoenix offices and modifying the new space to properly accommodate the company’s equipment and employees involved numerous steps and details to consider. With over 25 years of Project Management experience, the Launch PM team offered the insight and expertise needed to successfully complete the move and tenant improvements. Renovations of the new office included demolishing existing partitions, installing new finishes, repairing the existing ceiling grid and tiles in order to suit the new layout, rerouting and re-circuiting lighting, and adding a new generator pad. As the contractors worked hard to ensure that these improvements were completed properly, the Launch PM team provided oversight for the design and construction processes. We managed scheduling, coordinated with the landlords, and worked with vendors—such as the General Contractor, architects, and interior designers—in order to keep the project running on time and within budget.

PROJECT DETAILS

CLIENT REFERENCE:

CASE STUDY ORTHOARIZONA—PH I & II 1760 E. Pecos Rd. Gilbert, Arizona

OrthoArizona, Mezona Orthopaedic are leaders in the field of Orthopedics. Based in the East Valley, our practice was established in the mid 1960’s and our board certified and board eligible orthopedic physicians have provided care to multi-generations of families.

They are known for combining leading edge technology with compassionate care. In 2007, our practice locations consolidated to one “State-of-art” clinic, with EMR (Electronic Medical Records), digital x-rays, DME (Durable Medical Equipment) and our own physical therapy department. As a rapidly growing practice, OrthoArizona hired LaunchPM to facilitate the build out of Phase I & II of their 11,731 sf. The project consisted of a full X-ray lab, patient exam rooms, Physical Therapy, cast room and offices.

DELIVERED SOLUTIONS, QUALITY, SUCCESS Beth was hired to provide full project management services including extensive coordination with specialty owner venders or medical equipment. OrthoArizona had a critical deadline to open Phase I by August 1, 2013 and Phase 2 by August 1, 2014. We provided leadership in the overall design and construction process to facility this schedule. We provided a proactive approach and preplanning to meet with the Gilbert and understand our permit options to minimize impact on the schedule. We provided value options analysis on flooring and finishes to expedite the schedule. Based on the overall allowance provided by the Landlord, we established an overall project budget to manage costs and immediately communicate overall exposure on the project. Both phases were delivered on time and on budget.

PROJECT DETAILS

CLIENT REFERENCE:

CASE STUDY EDGENUITY 8660 E. Chaparral Road Scottsdale, Arizona

Edgenuity is a research-based video course curriculum, which offers more than 185 semester-equivalent core and elective online courses for students, grades 6-12. The program can be used at home or in school. It is used as core curriculum, for intervention, to recover credits, to prepare for standardized assessments and prep for some Advanced Placement programs. Course offerings include math, English, science, foreign languages, and career-oriented courses (business, IT, health sciences). Edgenuity needed a building that offered them the flexibility to grow as well as supported the needs of their current staff to create a functional work environment. They had an aggressive schedule.

DELIVERED SOLUTION, QUALITY, SUCCESS

PROJECT DETAILS: COMPLETED: March 2014

GENERAL CONTRACTOR: RSG Builders PROJECT COST: Confidential CLIENT REFERENCE:

CASE STUDY VEMMA NUTRITION CORP. 1621 W. Rio Salado Parkway Tempe, Arizona

Vemma is a nutritional company whose core mission to enhance health through supplementation. The client had sold their existing facility and had to be out of their facility by April 1, 2014. The real estate process took longer than they anticipated therefore put them in a critical path for build out. LaunchPM assembled a team that could quickly engage in the design and construction process to meet the client’s multi-phase occupancy requirement. The client had to relocate 120 person call center immediately, then the balance of their staff by March 15, 2014. The project had multiple component including adding exterior windows and doors, extensive demolition of previous tenant, recording studio, extensive audio visual need and high level finish requirements. The Keyser PM team managed every aspect of the project including design, construction, AV, data cabling, security, FF&E, branding/signage, art and move management.

DELIVERED SOLUTIONS, QUALITY, SUCCESS Beth and her team delivered the first 11,000 sf within 2 months to elevate the clients rapid call center growth. Then completed the second 40,780 sf phase within 6 months, completing the project two weeks earlier than scheduled and within budget.

PROJECT DETAILS: SERVICES: Full Project Management COMPLETED: March 2014

ARCHITECT: Ware Malcom Interior Architects and Design GENERAL CONTRACTOR: Layton Construction PROJECT SIZE: 51,789 SF PROJECT COST: $4,296,806 CLIENT REFERENCE: Brad Wayment 480.927.8654

REFERENCES Lynn Moreno: AVP Real Estate—Honor Health AVP—Real Estate 480.882.4887

Julia Nierad: CFO—NOAH Julia.nierad@honorhealth.com 480.316.3702

Elizabeth Reich: CEO - Make -A-Wish, Arizona EReich@arizona.wish.org 602.321.4800

Juli West: Vice President Supply Chain—Standard Aero Juli.west@standardaero.com 480.377.3116

David Alderslade: Chief Financial Officer - Edgenuity, Inc. david.alderslade@edgenuity.com

480.423.0118

Todd Owen: Director & General Manager - OMCO Solar towen@omcoform.com 602.233-9787

Brian Holman: Director– Empower College Prep

Brian.holman@empowercollegeprep..com 602.689.0671

“We are so happy we chose Beth’s project management team. They exceeded my expectations and I can’t imagine doing any future expansion without involving them.”

7120 E. Indian School Rd., Suite K1 Scottsdale, Arizona 85251 Ph: 480.406.4456

Fax: 480.423.0988

TENANT REPRESENTATION LIST Regency Specialties Lifetime Heart & Vascular Aloha Cardiology Dignity Health Honor Health Ironwood Cancer and Research Centers United Vein and Vascular Centers Advanced Care Clinics Atembis Arizona Forensic Psychiatry Murphy Orthodontics Darby Dental Restorative Psych Behavioral Health SIP MD Golden Hills Optical Arizona Gastroenterology Associates AZ Orthopedic Phoenix Eye Group Arizona Associates for Reproductive Health Prenuvo Cancer and Disease Screening Endocrinology Associates Foothills Neurology Advanced Orthodontics Desert Shores Pediatrics Mesa Pediatrics Scottsdale Eye Surgery Center Watch Me Grow Pediatric Therapy Stem Cell Centers of America Arizona Urology Associates Regenerative Health Orthodontic Centers of America Dynasty Medical Southwest Valley Gastroenterology

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Julie did an excellent job for ClearSky and we appreciated not only her deep knowledge of the entire healthcare industry, but also her personal commitment to ClearSky. She leveraged her many long-term relationships, both locally and nationally.... Her attention to detail and focus on our goals was truly appreciated and resulted in an exceptional result for ClearSky Health. She has created a long term relationship with me and all of the ClearSky C-suite. I wish I could duplicate Julie in every ClearSky market across the US.

We worked together again on the VA Outpatient Clinic in Gilbert, Arizona. She and her team located ±9acre land sites that met the needs of the VA and assisted in the selection and acquisition, providing value insight.

As a result, McShane was awarded the build-to-suit development of a 60,000 SF outpatient clinic for the U.S. Dept. of Veterans Affairs. We relied on Julie’s expertise to help secure the award.

Request For Proposal – Colliers AZ General Information State/ Region

The services requested are for the State of Arizona.

Confirmed

Locations

There are currently approximately 15 locations in this region with plans for growth.

Broker

Please confirm Broker is licensed to practice and is good standing in the State.

Colliers international is licensed in the state of Arizona and in good standing Phil Wurth License Number : SA544258000 Julie Johnons License Number: SA035950000 Bob Mulhern (Senior Managing Director): BR104431000

Team

Please describe the team Broker proposes to service this account, where each team member is located, the role of each team member and the level of experience for each team member. Please note that a local presence will be required for consideration.

The brokerage team will be Julie Johnson, CCIM and Philip Wurth, CCIM (Visit Our Team Website) both located out of the Collier’s Phoenix office located at 2390 E Camelback Road #100, Phoenix, AZ 85016. Colliers has three offices in Arizona; Phoenix, Scottsdale and Goodyear. Additionally, we have two assistants to help with any documentation as well as a robust local research department with several databases available to better serve our clients. For marketing, advertising or graphics needs we have an incredibly talented team of four in our creative department. The Colliers International GIS and Mapping team for the US office out of the Phoenix location and are available for any service necessary for Unified Physician Management and their requirements. Ron Lorch, head of project management, is available to be an owner’s rep for any construction or project management needs. He will recommend the appropriate team for the project to ensure the project stays on time and on budget and is completed correctly with the highest quality of craftsmanship while providing the best return on your tenant improvement allowance.

Term of Agreement

Initial Term shall be one (1) year with two (2) one-year options. Agreement shall be cancellable by either party after the 6th month with sixty (60) days written notice. Agreed

Acquisition Services

Lease Collection

Broker will assist Unified in the collection of any leases or amendments that are outstanding.

Julie and Philip, along with their team, will go to any length to ensure that we have the proper documentation for the client. We will prepare lease abstracts of any existing or new lease and set reminders for critical lease dates. We work closely with our in-house financial analyst to closely evaluate the lease terms and produce the best outcome for our client’s negotiations.

Lease Assignments

Broker will work with Unified to secure assignments for each location from the Landlord.

The Johnson/Wurth Arizona Healthcare Team will work tirelessly to secure the right deal for Unified Physician Management.

Data Collection

Broker will assist Unified with collecting data needed for Unified’s lease management system.

The Johnson/Wurth Arizona Healthcare Team has over 40 years of experience in the market which has allowed us to grow a large lease comp database as well as deep relationships within the industry providing us access to non-public information. Colliers subscribes to CompStak providing another layer of lease comp information.

Transaction Services Lease Procurement & Renewal Negotiations

Broker will provide the following services as they pertain to lease procurement and negotiations: • Conduct market surveys and analyze potential practice locations; The senior account managers, Julie and Philip, take the time to personally do the property searches and research for their clients.

While Colliers does have a robust research department, the brokers feel the best results are delivered by the market experts, the brokers. Colliers has multiple ways to analyze potential practice locations including demographics, mapping competitors and referring practices and current patients as well as real time knowledge of the healthcare market. Julie and Philip will preview locations prior to touring with Unified to ensure all options are appropriate for the requirement.

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Define “Fair Market Value” parameters to comply with the federal physician self-referral law (42 U.S.C. § 1395nn ), the federal health care program antikickback statute (42 U.S.C. § 1320a-7b(b)), and any similar state and local fraud and abuse laws (collectively, the “Fraud and Abuse Laws”).

Colliers is knowledgeable in these regulations and works with various hospital systems to provide FMV reports for their documentation.

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Provide written documentation to support ongoing compliance with the Fraud and Abuse Laws, including, but not limited to, FMV opinions for all new and renewed locations; Colliers is knowledgeable in these regulations and works with various hospital systems to provide FMV reports for their documentation.

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Evaluate leases for selected locations, including all related local and regional market data or comparable transactions; Colliers has comprehensive research available to evaluate leases through several database subscriptions in addition to a very detailed internal database of lease comps from their approximately 70 local brokers. In additional to our research department, the Colliers team reads many healthcare publications to keep current on trends nationally and locally and can share these with Unified to assist with market knowledge that might be pertinent for locations.

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Assist with design, execution and coordination among related parties; With a combined 40 years’ experience of the Colliers brokerage team, we have a thorough knowledge of healthcare delivery design as well as recommendations of our market’s best healthcare architects and space planners, contractors and other relevant vendors.

Facilitate due diligence as requested for any real estate or lease matter; The Colliers team has extensive experience in due diligence for both leases and sales in the healthcare industry and can complete any due diligence required for Unified’s transactions.

Manage the execution of leases, amendments, and renewals, including, but not limited to, confirming all documents are fully executed in a timely manner; The Colliers team prides themselves on their attention to detail in a timely manner and can assist in all management and documentation of lease documents.

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Participate in “post-closing” activities as necessary, including, but not limited to, construction progress meetings and securing lease commencement paperwork; and The Colliers team will provide detailed and thorough assistance and any necessary documentation for any “post-closing” items or activities.

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Disposition Services

Procure “closeout” documents for each new location upon opening.

The Colliers team will procure any required “closeout” documents and deliver them to client in an organized manner to ensure successful transactions and occupancy.

Broker will provide and implement a disposition strategy for any closed or sublet locations.

We deep experience and knowledge in subleases and will provide best in class service to produce the best outcome for Unified.

Ancillary Services GIS & Research Services

Does Broker provide these services? Please describe Colliers International can provide full service geographic and mapping services including cartographic, demographic and analytics. We subscribe to Definitive Analytics (https://www.definitivehc.com/) and Advisory Board (https://www.advisory.com/) and have access to their database and information. The Colliers International GIS and Mapping team for the US consists of six specialists who all office out of the Phoenix location and are available for any service necessary for Unified and their requirements.

Construction Services

Does Broker provide these services? Please describe Colliers has a Real Estate Management Services based in Phoenix but available for projects statewide that provide construction management as one of their many services.

Space Planning/Project Management Services

Does Broker provide these services? Please describe Colliers has a Real Estate Management Services that provides space planning and project management services as one of their many services. If Unified would like to hire a space planner that specialized in healthcare, we can recommend excellent qualified local healthcare architects and space planners.

Compensation & Expenses Leasing Commissions

Broker shall look solely to the seller/lessor of the project/building for any and all remuneration for services performed related to the purchase or leasing of real property. Broker shall not be entitled to a commission whereby a physician employed by Unified is the landlord, in whole or in part, of such real property.

Unified agrees to cooperate with and support Broker in connection with its efforts to obtain commissions or finder’s fees from third-party sellers/lessors who have property for sale or lease and wish to secure Unified as a buyer/lessee. Broker agrees to disclose to Unified the nature of any commission, finder’s fee or other compensation it may receive from any such third-party sellers, lessors, owners or sublessors. Agreed.

Shared Commission Fees

Broker agrees to share 20% of all commissions received as a result of an agreement with Unified. Agreed.

Expenses

Broker will bear all out-of-pocket costs and disbursements in connection with this Agreement, such as but not limited to, advertising, long-distance telephone, local travel, secretarial and any other expenses commonly incurred in the real estate business. Agreed.

Miscellaneous Standardized Forms

Disclaimer

Unified prefers to use its standard forms for all transactions throughout the process, including, but not limited to, the Brokerage Services Agreement, Requests for Proposal, lease documents and reports. Please confirm Broker will use its best efforts to use Unified forms. The Colliers team will use Unified’s standard forms and will offer any suggestions based on our experience in our market.

We also believe in consistent and comprehensive communications and have reporting forms that track transactions and activity or we can use a Unified activity form. We are also available for regular calls to discuss updates personally and if there is any immediate need to discuss a transaction or activity, we will make ourselves available, day night or on the weekends.

This RFP (i) is a non-exclusive invitation to negotiate, (ii) is neither an offer nor a contract, and (iii) neither conveys nor imposes any legal rights or obligations on any party. Unified is not obligated to accept any proposal or to engage the services of any Broker and reserves the right to accept or reject any and all proposals (or portions thereof) and to negotiate the terms set forth in any proposal. No party shall take or fail to take any action in detrimental reliance on this RFP. Unless and until a definitive Brokerage Services Agreement has been prepared, signed by authorized representatives of and delivered to each party, no party shall have any obligation to the other. Only a duly executed agreement between Unified and Broker shall constitute a binding agreement.

At Colliers, we are enterprising.

We maximize the potential of property to accelerate the success of our clients and our people.

Our expert advice to property occupiers, owners and investors leads the industry into the future. We invest in relationships to create enduring value. What sets us apart is not what we do, but how we do it. Our people are passionate, take personal responsibility and always do what’s right for our clients, people and communities.

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