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join the blue

Commercial

TABLE of CONTENTS

a platform of value

schmidt family of companies

data & business intelligence

world class real estate suppport

06 drive efficiency and expertise with our marketing platform

15 schmidt commercial footprint

brand events & network benefits

marketing examples

12 listing syndication

A PLATFORM OF VALUE One Integrated Platform to Help You Take Your Business to the Next Level

TURN INSIGHTS INTO STRATEGY Access to data is just one part of the equation. Knowing when and how to use it is what creates a competitive advantage for you as a broker. Preparing a strong presentation means translating information into meaningful insights. The CBC® brand is your powerful access point to research and prospecting intelligence, helping you unlock new opportunities with more confidence.

ENHANCE YOUR DATA Access to comprehensive market data including transaction activity, ownership insights, and market trends from CompStak, D&B Hoovers, Esri, Siteseer, and Placer.ai equips you with the insights you need to understand your market and make recommendations with confidence. • All commercial sales transactions, construction stats, entity-level changes, cap rates, and price per square foot. • Ownership details across REITs, private investors, debt funds, and institutional investors. • Comprehensive buy/sell activity, portfolio holdings, and joint venture partnerships. • Contact information, including emails and phone numbers of stakeholders. • Debt data, including private bank loans, CMBS, and loan maturities.

All third-party trademarks referenced herein are the property of their respective owners and used with permission. Any services or products provided by third parties are not provided by, affiliated with or related to Coldwell Banker Real Estate LLC d/b/a Coldwell Banker Commercial Affiliates, or its affiliated companies.

ACCESS MARKET TRENDS & THOUGHT LEADERSHIP Stay ahead of shifting market conditions with timely trends, key KPIs, and professional insights. Access outlook reports, historical cap rates, NOI and vacancy trends, and more—plus CBC® podcasts, blogs, and industry interviews that provide deeper insights to help you understand the market and make confident decisions.

We do a lot of tenant representation work, so Placer.ai is a tool we use quite a bit. — Todd Payne, SIOR, Managing Director, Coldwell Banker Commercial Realty

DRIVE EFFICIENCY AND EXPERTISE The world of commercial real estate is ever-evolving. The CBC® brand empowers brokers with the right suite of tools to make it easy to accomplish daily tasks, execute transactions efficiently, and close deals with confidence.

BOOST YOUR MARKETING PRESENCE With our self-service marketing platform, explore customizable CBC-branded templates to market properties and develop your business on cbcworldwide.com. From brochures to social posts, customize Buildout and Canva templates to maintain a polished presence.

STREAMLINE TRANSACTIONS AND DAILY PRODUCTIVITY Explore integrated marketing and productivity tools to stay engaged with prospects throughout the deal lifecycle — from closed investor networks like Brevitas to mainstays such as CREXi. All brokers have access to AIR CRE contracts and forms, a library of attorney-reviewed contracts, lease agreements, and forms to simplify the process from start to finish.

REACH PROSPECTS Maximize visibility and attract interest — all without extra work. Our listing syndication service sends listings to: CREXi, Brevitas, LandWatch, RPR, ICSC, Land.com, CommercialEdge, LandBroker Co-Op. Plus, brokers retain control over the listings with enhanced editing capabilities and comprehensive reporting.

BUILD MEANINGFUL RELATIONSHIPS Make the most of your education by connecting with CRE inﬂuencers and thought leaders. Through engagements with CCIM Institute, gain the credibility and connections to help take your business to the next level.

LEARN ON YOUR OWN TERMS Learn on your own time, in your own way. The CBC® brand provides our exclusive CRE Win, an 8-week virtual productivity course. We also connect brokers with external on-demand learning providers like LinkedIn Learning Access and Lipsey On-Demand Courses to help you strengthen your sales skills.

I thought the class was great and it gives you education on all aspects of “selling a deal,” but I feel the best thing I got was connecting with others in different markets that could lead to potential deals in the future. — Graham Mitchell, Associate, Coldwell Banker Commercial® Atlantic

CONNECT WITH A DYNAMIC AND ENGAGED CULTURE Some brokers operate within limited networks, making it challenging to unlock new opportunities or build referral pipelines. The CBC® brand connects you with a highly engaged national network of professionals who are actively collaborating with one another. Through individual events and conferences, explore new ways to drive your business forward.

GLOBAL CONFERENCE Each year, the CBC Global Conference unites commercial real estate professionals to help grow their networks, enhance their skills and position themselves to lead through the next real estate cycle.

INDUSTRY EVENTS CBC® maintains an active presence at industry events across the country, including SIOR’s Spring and Fall Events, The CCIM Institute Fall Forum, ICSC Las Vegas, ICSC regional events, and more.

WOMEN OF CBC® Women of CBC is dedicated to fostering leadership, visibility, and connection for women across the CBC network. Join us for quarterly events, peer recognition, and professional development opportunities.

NATIONAL ASSET SPECIALTY GROUPS Asset-focused virtual specialty groups such as Land and Retail, designed to help our qualified members* grow production through specialty networking, sharing best practices, and tackling common challenges together.

*Qualified members will have an active profile on CBCWorldwide.com a minimum AGC of 100k in previous year, a minimum of two years focused on the specialty, and currently have an active listing or closed transaction for the specialty type in the last 12 months.

THE 1906 CLUB™ The 1906 Club™ is an exclusive membership awarded to the best people in the CBC brand. We believe in supporting the hard work and dedication of our team members, and giving back is in our DNA.

EXPLORE ALL THAT THE CBC® BRAND HAS TO OFFER Affiliating with the CBC brand unlocks a complete platform, uniquely designed to support commercial real estate professionals at every stage of their business. From developing your expertise to tapping into new strategies for listings and deal-making, CBC helps you operate more effectively in a competitive market.

listing syndication Commercial Real Estate Marketplace Listings syndicated to over 2 Million buyers, brokers, & tenants Over $2.5 trillion of property value nationwide

Commercial Real Estate Marketplace Listings syndicated to over 200,000+ Global Members 1,000,000 Page Views Per Month, 350,000+ Properties Listed

Commercial Real Estate Marketplace Over $1.8 Trillion of commercial real estate for sale has been marketed via LDCRE by 7,000+ commercial real estate firms. Listings on LDCRE span 43 countries and 11,500+ markets

Commercial Real Estate Marketplace Network of over 300,000 commercial listings. 150,000+ listings viewed every month, 100% dedicated to office listings.

Realtors Property Resource RPR is the largest property database in the nation, accessible to all REALTORS®, with 160 Million Parcels. There are an estimated 1,580,000+ REALTORS® in the United States.

Commercial Real Estate Marketplace 15+ Million Buyers and Sellers use the network every month. The #1 Rural Real Estate Listing Service Provider

International Council of Shopping Centers Listings syndicated to over 70,000 members in the US, Canada, and more than 80 other countries

Land Listing Real Estate Marketplace Featuring over 65,000 active land listings and exposure to over 4.5 million monthly views across our network of sites.

Commercial Real Estate Marketplace More than 2 million visits per month and generates over 350,000 qualified commercial real estate leads annually.

Office and Retail Commercial Real Estate Marketplace Over 150,000 monthly visitors

Commercial Real Estate Software Listings marketed to over 50,000 CRE professionals and investors and syndicated to 11 3rd party CRE listing sites: (theBrokerList, 42Floors, PropertyShark, Spacelist, Moody’s/ Catylist, AnthemIQ, RI Marketplace, Brevitas, TenantBase, ApartmentBuildings.com)

MyEListing.com is a global commercial real estate data platform with 24/7 real time updates.

Schmidt Family of Companies is a fourth generation, full service brokerage firm founded in 1927. We are a commercial leader in real estate business sales and property management in Michigan, Florida, and Ohio. Schmidt Family of Companies has a locally focused, fully committed national network of Commercial agents and support staff providing market leading advisory, marketing, resources, and services. In 2025, Coldwell

Banker

Commercial

Schmidt

Family of Companies had an annual commercial and business sales volume exceeding $346,000,000 and 726 closed transactions.

1,500+

76+

$4.2 Billion

AGENTS

OFFICES

2025 Sales Volume

LOCAL Reach Thanks to local market expertise and relationships with Coldwell Banker offices and agents across all of our regions, we create more opportunities to show off commercial properties to a greater number of buyers, and increased referral opportunities throughout our network. #1 Coldwell Banker Franchise Globally Based on Number of Offices

a platform of value

world class commercial real estate support ABOUT OUR RESOURCES BEYOND THE BRAND

CORPORATE FOOTPRINT BEYOND CBC’S NETWORK Leadership

Experienced, dedicated and accessible commercial leader guiding the business and resources to maximize agent success and commercial

Communications

The commercial group, agent achievements and corresponding publicity are supported by brand and Schmidt marketing professionals. The commercial group has a dedicated LinkedIn and Instagram page to connect all of our professionals to the business and a commercial email contact list to keep all professionals on news, announcements, training opportunities. ABOUTconnected OUR RESOURCES BEYOND THEand BRAND

line of business performance. At Coldwell Banker Commercial® Schmidt Family of Companies, we are a commercial 2023 STATISTICS leader in real estate and property management in Michigan, Florida, Ohio, and the U.S. World class Marketing Group of graphic designers, digital marketing specialists, and dedicated commercial specialists. CBC FRANCHISEE RANK marketing Virgin Islands. Schmidt Family ofin-house Companies is the #1 Coldwell Banker Commercial #1 We can support any marketing initiatives from brand provided marketing materials such as Buildout to custom graphic design and digital Marketing franchisee and the #2 overall Coldwell Banker franchisee nationally. Schmidt Family of marketing, video editing, writing, and more. With a dedicated professional print shop, we deliver the highest quality print marketing next business day. national Commercial support staff providing market CB OVERALL RANK #2 by Sales Companies has a fully committed leading resources, education and marketing materials.

Leadership Offices

Experienced, dedicated and accessible commercial leader guiding the business and resources to maximize agent success and commercial line of business performance.

Marketing Operations

World class in-house Marketing Group of 25 graphic designers, digital marketing specialists, and dedicated commercial marketing specialists. We can support any marketing Dedicated staff to streamline office and procedures, expedite processing from list toand close and to ensure initiatives fromOperations brand provided marketing materials such processes as Buildout to custom graphic design andtransactional digital marketing, video editing, writing, so much more. With a our offices always print run efficiently and effectively. dedicated professional shop, we deliver the highest quality print marketing next business day.

Commercial Communications

The commercial group, agent achievements and corresponding publicity are supported by brand and Schmidt marketing professionals. The commercial group has a Dedicated Commercial Coordinators throughout ourprofessionals offices provide support, transaction and communications to on news, dedicated LinkedIn and Instagram page to connect all of our to theadministrative business and a commercial email contactprocessing list to keep all professionals connected agents. announcements, and training opportunities.

Coordinators

Offices IT Department

Operations

Every agent has access to well located, professional offices within their market.

Dedicated team of IT professionals including Help Desk specialists and System Administrators are on call to assist our agents with all company hardware systems and software programs to ensure technical solutions and to keep the company on the cutting edge of technology. In addition to brand provided resources, agents have company provided access to software such as Google workspace, Dootloop (MI/OH), Dedicated staff to streamline office processes and procedures, expedite AppFilesOperations (FL), AccountTech, etc. CoStar at a corporate discounted rate. transactional processing from list to close and to ensure our offices always run efficiently and effectively.

In addition to CBC training, Schmidt holds monthly trainings with varying topics and individual training with departments and/or the brand as

Commercial Training Coordinators

Dedicated Commercial throughout offices provide administrative support, transaction processing and communications requested. We are Coordinators continuously workingour to expand and improve our commercial marketing resources for our agents.to agents.

Accounting IT Department

The commission and accounting department is committed to accuracy, transparency, security, timeliness next day direct deposit Dedicated team of IT professionals including Help Desk specialists and System Administrators are on call to assistand our agents with allwith company hardware systems and software on all commercial closings. Theand Schmidt expands Ohio, and thetostate Floridaresources, to provide local commercial programs to ensure technical solutions to keepnetwork the company on thethroughout cutting edge Michigan, of technology. In addition brand of provided agents have company provided leadership and assistance with your closings. access to software such as Google workspace, Dootloop (MI/OH), AppFiles (FL), AccountTech, etc. CoStar at a corporate discounted rate.

Training

In addition to CBC training, Schmidt holds monthly trainings with varying topics and individual training with departments and/or the brand as requested. We are continuously The Schmidt Family of Companies retains the law firm of Kuiper Kraemer, PC. They are available to assist in the challenges we face as a working to expand and improve our commercial marketing resources for our agents.

Accounting

The commission and accounting department is committed to accuracy, transparency, security, and timeliness with next day direct deposit on all commercial closings. The Schmidt network expands throughout Michigan, Ohio, and the state of Florida to provide local commercial leadership and assistance with your closings.

Legal

Property Management

company including supporting our agents and our clients. They are licensed in Florida and Michigan and facilitate and advise in Ohio. These services are provided complimentary to leadership and our agents.

The full service property management group is a deep and experienced group of management and accounting professionals that provide a vast array of property management, asset management, accounting and consulting services. Product types serviced include commercial, The Schmidt Family of Companies retains the law firm of Kuiper PC. They are available to assist in the challenges face as a company including supporting our multi-family, single family rental, vacation rentals and Kraemer, association management with experience in many we management accounting softwares agents and our clients. They are licensed in Florida and Michigan and facilitate and advise in Ohio and the Virgin Islands. These services are provided complimentary to including Yardi, AppFolio, Cinc, Streamline and Escapia. leadership and our agents.

Commission Property Program Management

The full service property management group is a deep and experienced group of management and accounting professionals that provide a vast array of property management, agent earnings while providing resources necessary to professionally execute business. asset management, accounting and consulting services. Product types serviced include commercial, multi-family, single family rental, vacation rentals and association

Recruiting Commission & Mentoring Program

Simple, structured two step commission program. High, entrepreneurial, low desk cost commission split for all agents. Program maximizes agent earnings while providing resources necessary to professionally business. incentive programs to add and train agents, available for company agents and managers. Corporately adopted, designed,execute and sponsored

Recruiting & Mentoring Network Within Incentive Programs

Corporately adopted, designed, and sponsored incentive programs to add and train agents, available for company agents and managers.

Incentive Programs

CBC’s Network

Network Within CBC’s Network

Simple, structured two step commission program. High, entrepreneurial, low desk cost commission split for all agents. Program maximizes

management with experience in many management accounting softwares including Yardi, AppFolio, Cinc, Streamline and Escapia.

Large, mullti-state, inter-company network of agents within the global CBC network of agents. Valuable for commercial referrals from existing commercial agents and a large pool of residential agents. Access to MLS and inclusion in regional chamber economic memberships in some locations.

schmidt commercial a platform of footprint value CORPORATE FOOTPRINT BEYOND CBC’S NETWORK At Coldwell Banker Commercial® Schmidt Family of Companies, we are a commercial leader in real estate and property management in Michigan, Florida, Ohio, and the U.S. Virgin Islands. Schmidt Family of Companies is the #1 Coldwell Banker Commercial franchisee and the #2 overall Coldwell Banker franchisee nationally. Schmidt Family of Companies has a fully committed national Commercial support staff providing market leading resources, education and marketing materials.

michigan

ohio

marquette

naubinway

2023 STATISTICS CBC FRANCHISEE RANK

CB OVERALL RANK

#2 by Sales

mentor

cedarville

escanaba

westlake north ridgeville

ABOUT OUR RESOURCES BEYOND THE BRAND cheboygan

charlevoix

Leadership

harbor springs

suttons bay

kalkaska

Offices

canton

higgins lake

World class in-house Marketinghoughton Group oflake 25 graphic designers, digital marketing specialists, and dedicated commercial marketing specialists. We can support any marketing cadillac initiatives fromhart brand provided marketing materials such as Buildout to custom graphic design and digital marketing, video editing, writing, and so much more. With a rapids dedicated professionalbig print shop, we deliver the highest quality print marketing next business day. whitehall

Communications

streetsboro

portage lakes

traverse city

glen arbor

Marketing

brecksville

petoskey

Experienced, dedicated and accessible commercial leader guiding the business and resources to maximize agent success and commercial line of business performance.

freemont

newaygo muskegon The commercialzeeland group, agent achievements and corresponding publicity are supported by brand and Schmidt marketing professionals. The commercial group has a grand haven rockford

dedicated LinkedIn and Instagram page to connect all of our professionals to the business and a commercial email contact list to keep all professionals connected on news, egr holland cascade announcements, and training opportunities. saugatuck south haven

Every agent has access to well located, professional offices within their market.

Operations

Dedicated Operations staff to streamline office processes and procedures, expedite transactional processing from list to close and to ensure our offices always run efficiently and effectively.

Commercial Coordinators

Dedicated Commercial Coordinators throughout our offices provide administrative support, transaction processing and communications to agents.

IT Department

Dedicated team of IT professionals including Help Desk specialists and System are on call to assist our agents with all company hardware systems and software st.Administrators augustine programs to ensure technical solutions and to keep the company on the cutting edge of technology. In addition to brand provided resources, agents have company provided access to software such as Google workspace, Dootloop (MI/OH), AppFiles (FL), AccountTech, etc. CoStar at a corporate discounted rate.

florida

amelia island

hammock beach palm coast

Training

In addition to CBC training, Schmidt holds monthly trainings with varying topics ormond beachand individual training with departments and/or the brand as requested. We are continuously working to expand and improve our commercial marketing resources for our agents. satellite beach sebastian

Accounting

vero beach The commission and accounting department is committed to accuracy, transparency, security, and timeliness with next day direct deposit on all commercial closings. The s. hutchinson island Schmidt network expands throughout Michigan, Ohio, and the state of Florida to provide local commercial leadership and assistance with your closings. port st. lucie ft. pierce

Legal

stuart The Schmidt Family of Companies retains the law firm of Kuiper Kraemer, PC. They are available to assist in the challenges we face as a company including supporting our north port agents and our clients. They are licensed in Florida and Michigan and facilitate and advise in Ohio and the Virgin Islands. These services are provided complimentary to port charlotte golf cove leadership and our agents. punta gorda

Property Management

Commission Program

Recruiting & Mentoring Incentive Programs

Corporately adopted, designed, and sponsored incentive programs to add and train agents, available for company agents and managers.

Network Within CBC’s Network

management with experience in many management accounting softwares including Yardi, AppFolio, Cinc, Streamline and Escapia.

marketing examples pitch book (8 pages shown...26 total)

PITCH BOOK SAMANTHA SMITH CELEBRATES

WHY COLDWELL BANKER COMMERCIAL® OUR COMMITMENT TO YOU

Founded after the San Francisco earthquake of 1906, the Coldwell Banker

others do. Experience, creativity and the agility to move quickly is a must when

Commercial brand was created to protect the interests of people striving

it comes to commercial real estate deals. This is what we do – the Coldwell

to rebuild their city. As fearless entrepreneurs, Colbert Coldwell and Benjamin

Banker Commercial® advantage. We help turn your vision into reality. Our

Banker created a “brokers only” standard, bringing honesty and transparency

brokers pair local expertise with global reach to deliver smart solutions that

to the real estate transaction, and paved a road to success outlasting all

turn your goals into maximized returns. We’re a force in the commercial real

others. From our humble beginnings over a century ago to becoming a

estate industry. For 120 years, we’ve been pathfinders paving a road to

global real estate powerhouse, Coldwell Banker Commercial always puts

success and guiding our clients to achieve outstanding outcomes.

people first.

Like you, we’re business owners with an ownership mentality. We speak your language and understand that your success is our success. We’re committed communities. Developing creative solutions, solving problems and offering sound advice is our goal – and our promise to you.

LOCAL EXPERTISE

FULL-SERVICE CAPABILITIES

OUR LEGACY: TRUSTED. PROVEN. ENDURING.

Forging a new path takes vision and grit. It takes seeing opportunity before

to reaching goals, closing deals and building connections within our

Title C: 000.000.0000 O: 000.000.0000 Samantha.Smith@cbcworldwide.com Samanthasmithcbc.com LIC#: XXXXXXXX

YOUR PATH TO SUCCESS IS OUR COMMITMENT. WE’LL HELP YOU GET THERE.

■ Acquisition and Disposition ■ Business Brokerage ■ Investment Analysis ■ Distressed Assets Landlord ■ Representation Market ■ Research and Analysis ■ Property Management ■ Relocation Services Site ■ Selection Tenant ■ Representation

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marketing examples buildout - proposals/brochures/offering memorandums/flyers

marketing examples customizable cbc placemat (2 pages front/back)

CBC HEADLINE GOES HERE AGENDA

PROPERTY INFORMATION

COMPARABLE OFFERS

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marketing examples email marketing

Our email campaign is designed to generate interest at a large scale with high-resolution photos of your property, a map, listing information, a link to the property website and broker contact information. This is one of our best lead generation tools. Every agent has a company provided Constant Contact account to share properties with their database. We also have branded commercial newsletter templates available for you to easily copy and paste and add your content to keep your sphere informed and engaged. 19

marketing examples social media

We feature your listings and closings on our corporate channels, providing you with a constant stream of high-quality content to share. By leveraging these updates, you consistently demonstrate your market activity, cementing your reputation as the go-to commercial expert in your territory. We highlight agent, office, and company achievements, industry and market news, and more.

join the blue

Commercial