Issuu

Connected. Experienced.

Asset Management Capability Statement Delivering expertise to support your property investment portfolios

Commercial Collective

Contents Why Commercial Collective?

Our Services

Our Platform

Our Capability

Operational Methodology

Our Team

Reach and Connectivity

CAPABILITY STATEMENT

Commercial Collective

Connected. Experienced. Reliable, proactive and transparent management services.

CAPABILITY STATEMENT

Commercial Collective

Why Commercial Collective?

Genuin ely car ing about th e out come We pride ourselves on the proactive approach and genuinely caring about the outcome and not just the transaction. We will provide the right advice along the way. This is the reason why we are trusted and have referral and repeat clients.

At Commercial Collective, we pride ourselves on our proactive approach to asset management. Our systemised processes ensure the best outcomes for you and your tenants, backed by a transparent management system that builds long-term and trustworthy relationships with our clients. Our experienced property management team has been hand-selected for their detailed knowledge of Newcastle, the Greater Hunter region and beyond, combined with their extensive asset management experience. We operate locally, and all our Asset Management functions are managed in-house providing seamless, accurate and swift responses and outcomes. We take a holistic approach and provide you with the right advice, drawing on the expertise of our leasing teams. We dedicate resources to ensure that your property has the greatest opportunity of being leased in the shortest possible timeframe. Additionally, we have an experienced, approachable, and proactive property management team who will work tirelessly to ensure your satisfaction. Premium ser vic e Commercial Collective’s commitment to premium customer service is evident in the longstanding relationships we hold with clients across the Hunter region, Australia, and abroad. Our focus on tenant satisfaction and property excellence ensures your asset remains competitive in an evolving landscape. Partnering with e xper ts Our proactive property managers, supported by the region’s leading leasing team, are ranked number one in Newcastle and the Hunter region. Our extensive market knowledge, coupled with our comprehensive marketing platforms, ensure that we provide you with the most effective guidance to maximise the value of your assets. Our expert advice is aimed at reducing the vacancy period and securing the most optimal rental rates, irrespective of whether you intend to keep or dispose of your assets. Our focus is to ensure that you have all the necessary tools and resources at your disposal to make well-informed decisions regarding your assets.

CAPABILITY STATEMENT

Commercial Collective

Our Services We cover a wide range of services that ensure efficient operations, optimal rental income, minimal vacancies, and preserve the value of your investment. Our team also have extensive knowledge of local market conditions and can effectively market your property to attract and retain high-quality tenants through their qualified leasing team. Our service include:

Transition mana gement and establishm ent

Administr ation

Physical a dministr ation

CAPABILITY STATEMENT

Risk identification

Tenant relationship

Building audit

Review of service contracts

Lease audit

Arrears review

Outgoings budget review

Financial data input into commercial Property management system

Rental collection

Arrears management

Disbursement of collections

Outgoings payments

Lease covenants monitoring

Rent reviews

Lease renewals

Reconciliations and outgoings budgets

Assignment of lease

Re-leasing of property

Owner financial reporting

Building services

Fire safety services

Lift services

Building repairs & maintenance

Regular property inspections

Tenant make-good administration

Leasin g Ser vices Across Australia, the depth of our connections and business relationships provides a clear advantage for our clients when leasing commercial, retail and industrial assets. We deliver services in this area to private investors, institutions, corporate clients and developers. We have undertaken projects for key high probity clients such as Government Property NSW, The City of Newcastle, The City of Lake Macquarie, Roads & Maritime Services and many private clients. But don’t just take our word for it, feel free to contact any or all of the client contacts below who can provide a reference to our service and professionalism: »

Stewart Kenworthy

0414 752 035

Commercial and industrial property owner

Juan Gonzalez

0415 782 839

Commercial and industrial property owner

Graham Burns

0414 343 255

Commercial and industrial property owner

Howard Laughton

0418 216 688

Commercial property owner

Richard Conroy

0403 143 563

Industrial property owner

Commercial Collective

Our Platform Owner Portal

Tenant P ortal Our Tenant Portal transforms the dynamic between property managers and tenants, making communication more straightforward and effective. This Tenant Portal removes the hassle of missed calls and extensive email exchanges by enabling tenants to address their needs independently, anytime. The Tenant Portal is designed to simplify and enhance the way you interact with your rental

Key Features »

24/7 Online Access: Tenants can log into the portal at their convenience, ensuring they can manage their rental needs around the clock.

Our Owner Portal offers a sophisticated solution for landlords and joint venture (JV) partners seeking enhanced transparency and streamlined property portfolio management. Through the owner portal, you can seamlessly navigate a user-friendly interface, complete with integrated Google Maps, providing a centralised hub for comprehensive portfolio data.

Work Request Submission: With an easy-to-use interface, tenants can submit maintenance requests and attach photos or videos for detailed reporting.

Account Review: Tenants can view their rental account statuses, including lease terms, current charges, and outstanding balances.

Gain complimentary access to our Owner Portal Basic, designed to empower landlords, JV partners, and remote business associates with critical insights into selected properties within the broader portfolio. For those seeking advanced analytics and real-time data, consider upgrading to Owner Portal Plus for a nominal fee of $12 per month. This will unlock a suite of powerful tools, including detailed reports on arrears, tenancy schedules, unpaid invoices, property balances, cash books, and activity reports.

Document Access: Essential documents, such as lease agreements, are available for tenant review whenever needed.

Key Benefits

Digital property management is an efficient solution that can be conveniently accessed through our portal. Landlords can receive end-of-month reports online using our user-friendly Publish to Portal format. By securely publishing lease documents, floor plans, bank guarantees, and management agreements directly to the Owner Portal, administrative tasks can be streamlined, and operational efficiency can be enhanced with a single click. This process reduces the need for manual tasks, thus saving time and reducing errors. Our digital portal is designed to ensure that information is transmitted securely, and data is kept confidential. With our portal access, landlords can enjoy the benefits of an efficient and user-friendly platform that enhances their experience.

CAPABILITY STATEMENT

Time Efficiency: The Tenant Portal reduces the time spent on tenant communications without impacting the service level, allowing greater time for proactivity on your property management.

Workflow Improvement: The portal simplifies property management by providing timely access to essential information and real-time insights into your property.

Self-Service: The portal enables tenants to resolve issues independently, enhancing satisfaction while reducing management intervention.

Commercial Collective

04 Our Capability Commercial Collective features Newcastle’s most respected, experienced and knowledgeable team of property managers. Our property managers have extensive experience managing a diverse range of commercial and industrial assets and have acquired some of Newcastle’s most significant assets within their portfolios. Some examples include:

5 Coal Wash Drive, Mayfield West The industrial facility comprises four workshop units, each of which spans 3,852sqm* and are equipped with a 10-tonne overhead crane, two 4.2m x 4.8m roller doors, 200 amps of power, and two levels of offices. The facility is designed to provide a comprehensive solution for businesses requiring a spacious and well-equipped industrial workspace. Owner Referee: Mick Cowper, 0410 324 858

‘Mayfield East Village’ 77 Maitland Road, Mayfield Mayfield East Village comprises anchor tenants Coles and Coles Liquor, in addition to Barber Industries, 12 Round Fitness, Mitamiya Sushi Café, and CTC. The property features underground parking, lift access, and dual street frontage from both Maitland Road and Havelock Street. Owner Referee: Paul Chisholm, 0418 493 743

‘The Forum’ 240-244 Pacific Highway, Charlestown Situated at the intersection of the Pacific Highway and Charlestown Road in Charlestown, this commercial complex is a multi-tenanted building of high calibre. The building is anchored by two of the most renowned businesses in the country, namely AAMI and Hoyts Cinemas. Owner Referee: Peter Bale, 0412 692 522

30 Craftsman Close, Beresfield The multi-tenanted building comprises four levels and offers 44 parking bays within its basement. The property is anchored by Government Property NSW, Commonwealth Government, and WSP Australia (Parsons Brinckerhoff), which adds to its commercial appeal. Owner Referee: Michael Mittaga, 0404 044 594

95 Pacific Highway, Charlestown This notable commercial office building is a four-level, multi-tenanted A-Grade property with 62 secure parking bays. The building was specifically constructed to accommodate its largest anchor tenant, Allianz Insurance. Owner Referee: Lawrence Kopping, 0423 746 756

CAPABILITY STATEMENT

Commercial Collective

Locally based team of asset management experts. Our point of diff erence »

We focus on unlocking rental uplift at renewal, ensuring your portfolio is working to its full potential.

We provide portfolio intelligence and strategic decision making to provide recommendations that capitalise on your assets.

We are locally owned and operated, serving the community to unlock growth and prosperity through commercial real estate services.

We give back- we recently supported a Collective Growth grant for local business owners.

We are independent - we are not a corporate structure which allows us to be nimble and provide customised and tailored solutions.

We can make decisions and stick to them.

Implementing actions quickly without unnecessary restrictions.

We have a proven track record and are uniquely familiar with the required deliverables.

Commercial Collective's decision to be independent of other brands was a direct result of the deeply connected relationships with leading agents of these major brands. Had we joined forces, we would not have been able to successfully harness the full power of this entire network, instead being relegated to dealing with the people in that one brand only. To have true national and international connectivity, we recognised that independence was the key and in turn, has become our point of difference in the industry. It is often a misconception that the major brands will highlight your property through their database across all their office locations. This is a myth. Having worked at major brands previously, we know for a fact they do not share their geographical or sector specific databases within their network. Commercial Collective have curated comprehensive databases and systems to sell and lease property across Newcastle, the Hunter Region and regional NSW. It is comprised of active market participants, leaders and influencers from across the country and the globe. Commercial Collective's national and international reach can be summarised in two words; Connected. Experienced.

CAPABILITY STATEMENT

Absolutely sensational experience with the team at Commercial Collective, they are prompt, professional and a pleasure to deal with. Always in contact, nothing was too much trouble. Extremely f riendly staff. Will have no trouble recommending them to someone else.

Private Owner Kent Parkes

Commercial Collective

17 “On behalf of Eagle Property Group, we appreciate Commercial Collective’s overall contribution to strategy and advice around our Hunter based assets. Commercial Collective’s consistency and diligence as an organisation is commendable. I can confidently say that without Commercial Collective’s effort, guidance and tenacity we would not have achieved the outcomes that we have. As Sydney based owners, we have received complete service on the ground from both Matt and Melinda and have every confidence that our assets are top of mind and being well looked after. As a property fund we deal with many different agencies in different capacities. Commercial Collective shine well above any of our previous experiences. This level of service provides us with great confidence to purchase in Newcastle again and we look forward to continuing our business relationship. Thanks again to the Commercial Collective team and especially Matt and Melinda.”

Eagle Property Group Lawrence Kopping

CAPABILITY STATEMENT

Commercial Collective

05 Operational Methodology

Day 0 - 30

Day 7 - 14

Day 7 - 28

ASSET AUDIT Implementation

FINANCIAL MANAGEMENT PROCESSES Implementation

PERFORMANCE METRICS Implementation

» Perform an asset audit to ensure that all properties

» Establish financial management

» Establish the contract performance metrics.

are properly documented, including title deeds, lease agreements, and any other relevant documentation. Identify any gaps or discrepancies and provide written report.

processes & calendar that include invoicing, AP, AR, budgeting, forecasting, and reporting.

Day 0 - 30

Day 14 - 21

MAINTENANCE SCHEDULES Implementation

COMMUNICATION Implementation

» Where required, implement

programmed preventive maintenance schedules that address the needs of each property.

CAPABILITY STATEMENT

Included in the metrics are property occupancy rates, rent collection rates, arrears, accounts lease/licence expiry dates and maintenance response times.

» Implement communication to tenants & stakeholders so they are informed about any changes to property management services.

Commercial Collective

ACTIVITIES ACTIVITIES

WEEK 2 WEEK 3

WEEK 4

» Mid-month owner disbursements » Finance to process rent reviews » Complete upload expense invoices » PM’s approve creditor payments » Creditor payment run » Rent invoices raised and issued (automated)

WEEK 5

ACTIVITIES ACTIVITIES

» Distribute rent review reports » PM's approve rent reviews & advise finance » Raise rent up » PM's approve billings and rental increases » Complete upload of expense invoices » PM’s approve creditor payments » Creditor payment run

WEEK 1

» Complete upload of expense invoices » PM's approve creditor payments » Creditor payment run » PM’s complete owner reporting & issue

ACTIVITIES

MONTHLY ASSET MANAGEMENT CALENDAR

» Apply credits to rent invoices » Complete upload of expense invoices » PM's approve creditor payments » Creditor payment run » Final creditor payment run

» PM's commence accruals » Complete upload of expense invoices » PM’s approve creditor payments » Creditor payment run » End-of-Month run, final credit payments, owner disbursements, close off, issue & save reports

» End-of-Month run, owner disbursements, close off & save reports » Receipt last day & Bank reconciliation

The above summary highlights the high-level activities that have been clearly aligned to specific roles, with handover points clearly identified.

CAPABILITY STATEMENT

Commercial Collective

ASSET MANAGEMENT DUTIES Our Asset Management team possess a diverse range of skills, which enables them to undertake a multitude of activities tailored to the specific needs of their property portfolio, tenants, and objectives. The following are examples of some of the common duties:

Maintenance and repairs Regular inspections, upkeep and repairs of the buildings, fixtures and equipment.

Tenant relations Addressing tenant concerns and ensuring their satisfaction, handling lease renewals and rent increases.

Risk management and insurance Managing insurance policies, conducting risk assessments and implementing safety procedures to minimise liability.

Property inspections and compliance Ensuring the buildings comply with all applicable regulations, codes, and laws, and conducting regular inspections to identify potential issues

Rent collection and accounting Collecting rent payments, tracking expenses, generating financial reports and maintaining accurate accounting records.

Lease management Ensuring all leases are current and adhered to, tracking lease expirations and negotiating new lease agreements.

Energy and sustainability management Implementing energy efficiency measures, managing utilities and waste disposal, and promoting sustainability initiatives.

Capital improvements Developing and implementing plans for major upgrades and renovations, such as upgrades or building expansions.

Commercial Collective conducts all finance functions from our Newcastle headquarters, without resorting to the outsourcing of operations to multiple locations or virtual offices overseas. By retaining control of all finance functions in-house, we are able to maintain a high degree of Budgeting and financial planning Developing and implementing budgets, forecasting revenue and expenses, and working with stakeholders to ensure financial goals are met.

CAPABILITY STATEMENT

Marketing and tenant acquisition Promoting vacant units, screening and selecting new tenants, and handling lease signing and move-ins.

visibility and oversight over the entire financial process, ensuring that our clients receive the most accurate and reliable financial reporting possible.

Commercial Collective

“Commercial Collective provides highly professional and personal service by

“Commercial Collective have once again excelled, providing a seamless and

leveraging the extensive commercial and industrial knowledge base of its team.

fabulous result. A special thanks to Deborah Warwick for her continued

As a professional development / investment company we value this

outstanding performance managing our property porfolio. Her attention to detail is

approach highly.”

fantastic and makes us feel comfortable knowing that she actually cares.”

Graham Burns | Hunter Land

Keith Harris

We are very happy with the service that Kim Newton has provided us over the

The team at Commercial Collective were highly approachable, provided quality

years in her management of our property. Kim has always been most helpful and

feedback and went about the process in a personal yet professional manner. We

prompt in responding to any enquiries, she has always delivered reports on time.

received a suitable application for the property in a very short space of time and

She has always been courteous, helpful and professional and provided me with

leased the property within 2 weeks of its listing. I would definitely recommend

answers to all my enquiries. Kim is a great advertisement for your company, her

Commercial Collective for their quality of service and professionalism.

professionalism reflects very positively on Commercial Collective.

Cassandra Anderson | Habitat Robert Orr

CAPABILITY STATEMENT

Commercial Collective

Dane Crawford CEO

Our Team

15+ years property expertise, working with leading super funds, private developers and managed property funds

Michelle Th omas Head of Asset Management

Shane Bar r State Executive Director | Asset Management

20+ years of Commercial, Industrial and Bulky Retail experience

Deb Warwic k

Melanie Cr eek Asset Manager

Dana Ir vin g Asset Manager

Kim Newton Facilities Manager

30+ years of Commercial and Bulky Retail experience

20+ years of Government, Commercial and Transport experience

20+ years of Commercial, Industrial and Bulky Retail experience

3+ years of Commercial, Industrial, Residential and Bulky Retail experience

Ella L atham Administration Assistant Asset Management

Dallas K elly Junior Asset Manager

Sarah Bevan Junior Asset Manager

Jordan Kay Junior Asset Manager

Senior Asset Manager

3+ years of Commercial, Industrial and Bulky Retail experience

CAPABILITY STATEMENT

Bree Booth Trust Account Manager Asset Management

Dominic C ollins Asset Manager

25+ years of financial accounting and Commercial experience

Jolen e Ir win Administration Manager Asset Management 20+ years of Finance, Administration and Commercial experience

Commercial Collective

Michelle Th omas

Shane Bar r

HEAD OF ASSET MANAGEMENT

STATE EXECUTIVE DIRECTOR | ASSET MANAGEMENT

0477 491 002

michelle@commercialcollective.com.au

linkedin.com/in/michelle-thomas-85b37229/

0498 388 828

shane@commercialcollective.com.au

linkedin.com/in/shane-barr-995aba149/

Michelle brings over 20 years of experience in asset management, including 18 years with Stockland where she led the performance and operations of major retail centres across New South Wales. Her leadership of key assets saw her oversee all facets of centre management, from leasing and capital works to stakeholder engagement and compliance.

Shane brings over two decades of experience in retail property and commercial operations, with a proven track record leading complex asset portfolios and high-performing teams. His background spans senior leadership roles with institutional owners and national landlords, including oversight of major redevelopment projects and national shopping centre portfolios.

She has delivered significant projects throughout her career, including a $400 million regional shopping centre development in western Sydney and a $10.3 million refurbishment of a subregional centre. With more than eight years managing diverse portfolios that spanned both retail and industrial assets, Michelle brings a detailed, practical understanding of asset performance and planning.

Earlier in his career, Shane managed all operational aspects of a $480 million redevelopment of a 91,000sqm regional shopping centre, delivering outcomes across construction, staging, tenant delivery, and commissioning. He has since held responsibility for portfolios covering dozens of shopping centres across multiple states and territories, developing deep expertise in strategic planning, risk management, financial oversight, and stakeholder engagement.

Michelle holds an MBA, a Class 1 Real Estate Licence, and specialist training in OHS and infection control. She is also an advocate for professional growth in the industry, contributing to mentoring programs and diversity-focused initiatives.

Shane’s leadership style is defined by a practical, outcomes-focused mindset. He brings strong commercial acumen, a commitment to team development, and the ability to build trusted relationships with clients, tenants, and partners alike.

In her role as Head of Asset Management at Commercial Collective, Michelle applies her depth of experience and strategic insight to maximise value and performance across the portfolio.

As State Executive Director of Asset Management at Commercial Collective, Shane leads portfolio strategy and operational excellence across multiple assets, with a focus on long-term value creation and service delivery.

Key Expertise »

Strategic asset management across commercial, industrial, and retail portfolios

Asset planning, budgeting, and financial performance management

Leadership of large-format retail centres and mixed-use assets

Stakeholder and tenant relationship management

Delivery of major capital works and redevelopment programs

Team leadership and mentoring

Lease negotiation and tenancy strategy

Client reporting and performance accountability

Operational risk management, compliance, and OHS oversight

CAPABILITY STATEMENT

Diversity and inclusion advocacy within the property industry

Key Expertise National and multi-site retail portfolio oversight

Strategic business planning and commercial operations

Leading organisational change and business transformation

End-to-end delivery of large-scale redevelopment projects

Team leadership with a focus on capability uplift and culture

Budget control, financial forecasting, and asset performance improvement

Tenant engagement and long-term occupancy strategies

Cross-functional coordination across leasing, facilities, and finance

Centre operations, infrastructure upgrades, and compliance management

Building alignment across internal teams

and external stakeholders

Commercial Collective

Commercial Collective currently manages over 450 commercial assets with 1,000 tenants and over $95 million in annual billings. Our team of over 10 property managers provide a comprehensive range of property and asset management services.

CAPABILITY STATEMENT

Commercial Collective

07 Reach and Connectivity With a diverse portfolio spanning more than 450 commercial assets across New South Wales, Commercial Collective’s Asset Management services is deeply rooted in key markets such as Sydney, Gosford, Ballina, and the Hunter region. Our dedicated team of over 10 property managers is passionately committed to delivering personalised, hands-on service to each client. Recognising the importance of local knowledge and networks, our reach extends extensively to ensure comprehensive coverage. Whether you’re a property owner in the heart of Sydney or a developer in the the Hunter Valley, our primary aim remains unwavering: to optimise the value of your asset through meticulous management and strategic guidance.

CAPABILITY STATEMENT

Commercial Collective

At Commercial Collective, our unwavering commitment to clients is reflected in our core values of Synergy, Integrity, and Innovation. We not only uphold our promises with genuine intentions but also collaborate to discover innovative and improved methods of supporting our clients.

DISCLAIMER This document has been prepared by Commercial Collective using information provided to it for the transaction contemplated. Any statement or opinion made by Commercial Collective in this document is not based on any actual or implied knowledge or consideration of the investment objectives, financial situation, legal or taxation position or any other particular needs or requirements of the recipients of this document. All parties must make their own independent assessment and seek professional advice for their specific circumstances. Neither Commercial Collective, its directors, employees, agents and related entities (Commercial Collective Entities) make any recommendation about the transaction or potential returns or use of the property. The Commercial Collective Entities do not warrant the completeness or accuracy of the information contained in this document or that it is not misleading or not likely to be misleading or deceptive. None of the Commercial Collective Entities will be liable (whether at law, in equity or otherwise) in any circumstances for any statement made or anything contained in or arising out of the information in this document including any errors, misrepresentation or omissions. Commercial Collective disclaims all responsibility for any loss or damage caused by reliance by any person on this document or any representation, warranty or statement made by or on behalf of any of the Commercial Collective Entities. This document is confidential and provided for the sole use of persons given it directly by Commercial Collective. It may not be reproduced, disclosed or circulated to any other person without the express written consent of Commercial Collective. ACKNOWLEDGEMENT OF COUNTRY Commercial Collective pay our respects to the traditional owners, their elders past and present and value their care and custodianships of these lands. Commercial Collective is a proud Newcastle company built on the lands of the Awabakal & Worimi people.

Connected. Experienced. NEWCASTLE

EAST MAITLAND

10 Newcomen Street, Newcastle NSW 2300

Suite 2, 13 Mitchell Drive, East Maitland NSW 2323

02 4077 5858 | office@commercialcollective.com.au www.commercialcollective.com.au Commercial Collective