CC Capability Statement | Asset Management

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2025 Asset Management

Capability Statement

Delivering expertise to support your property investment portfolios

Connected. Experienced.

Reliable, proactive and transparent

Experienced. transparent management services.

01 Why Commercial Collective?

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 service

Commercial Collective’s commitment to premium customer service is evident in the long-standing 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 experts

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.

Genuinely caring about the outcome

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.

02

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 management and establishment

Administration

» 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

Physical administration

» Building services

» Fire safety services

» Lift services

» Building repairs & maintenance

» Regular property inspections

» Tenant make-good administration

Leasing Services

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

» Juan Gonzalez 0415 782 839

» Graham Burns 0414 343 255

» Howard Laughton 0418 216 688

» Richard Conroy 0403 143 563

Commercial and industrial property owner

Commercial and industrial property owner

Commercial and industrial property owner

Commercial property owner

Industrial property owner

03 Our Platform

Owner Portal

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.

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.

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.

Tenant Portal

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.

» 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.

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

Key Benefits

» 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.

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

Locally based team of asset management experts.

Our point of difference

» 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.

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 friendly staff. Will have no trouble recommending them to someone else.

Kent Parkes

“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

05 Operational Methodology

Day 0 - 30

ASSET AUDIT

Implementation

» Perform an asset audit to ensure that all properties are properly documented, including title deeds, lease agreements, and any other relevant documentation. Identify any gaps or discrepancies and provide written report.

Day 7 - 14

Day 0 - 30

MAINTENANCE SCHEDULES

Implementation

» Where required, implement programmed preventive maintenance schedules that address the needs of each property.

FINANCIAL MANAGEMENT

Implementation

» Establish financial processes & calendar invoicing, AP, AR, forecasting, and

MANAGEMENT PROCESSES

financial management calendar that include AR, budgeting, reporting.

Day 7 - 28

PERFORMANCE METRICS

Implementation

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

Day 14 - 21

COMMUNICATION

Implementation

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

» Complete upload of expense invoices

» PM's approve creditor payments

» Creditor payment run

» PM’s complete owner reporting & issue

» 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

» 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)

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

WEEK 4 ACTIVITIES

» Apply credits to rent invoices

» Complete upload of expense invoices

» PM's approve creditor payments

» Creditor payment run

» Final creditor payment run

WEEK 5 ACTIVITIES

» 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

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.

Rent collection and accounting

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

Budgeting and financial planning

Developing and implementing budgets, forecasting revenue and expenses, and working with stakeholders to ensure financial goals are met.

Lease management

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

Marketing and tenant acquisition

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

Risk management and insurance

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

Energy and sustainability management

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

Property inspections and compliance

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

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

“I have developed, leased and sold industrial assets for 30 years in the Newcastle Region. I have recently transitioned 90% of our property portfolio of industrial assets to Commercial Collective from a competing corporate real estate agency as we have found Bryne Tran, Melinda McDonald and the team at Commercial Collective to provide a more personalised approach to the management and leasing of our assets by understanding objectives and helping achieve them. Their knowledge, experience, property advice and holistic approach is first class.”

“Commercial Collective provides highly professional and personal service by leveraging the extensive commercial and industrial knowledge base of its team. As a professional development / investment company we value this approach highly.”

“Melinda’s great strengths are her thorough knowledge of commercial property management, she is prompt and thorough with a high attention to detail and keeps me well informed of any matters that arise. I was very impressed with the audit process carried out on our assets during the transition from the previous managing agent, this included building and lease audit to ensure our asset was managed at it’s optimum moving forward and any outstanding items or issues discovered were quickly resolved. As a result, I am relaxed and confident that our properties are in good hands. I have no hesitation in recommending Melinda and the team at Commercial Collective.”

The team at Commercial Collective were highly approachable, provided quality feedback and went about the process in a personal yet professional manner. We received a suitable application for the property in a very short space of time and leased the property within 2 weeks of its listing. I would definitely recommend Commercial Collective for their quality of service and professionalism.

OUR EXPERIENCED TEAM

20+ years of Commercial, Industrial and Bulky Retail experience

Melinda McDonald Senior Asset Manager

20+ years of Commercial, Retail and Industrial

Deb Warwick Senior Asset Manager

30+ years of Commercial and Bulky Retail experience

Melanie Creek Asset Management

20+ years of Government, Commercial and Transport experience

Bree Booth Trust Account Manager Asset Management

25+ years of financial accounting and Commercial experience

CEO

15+ years property expertise, leading super funds, and managed

Lisbeth Herdman Asset Management

19+ years of NSW Residential

20+ years of Administration and experience Jolene Administration Asset Management

Dane Crawford

expertise, working with funds, private developers property funds Crawford CEO

Shane Barr State Executive Director | Asset Management

20+ years of Commercial, Industrial and Bulky Retail experience

NSW Health and experience Herdman Management

Tony Compton Asset Management

15+ years of Commercial, Industrial and Bulky Retail experience

Penny Agius Asset Management

25+ years of Commercial, Industrial and Bulky Retail experience

Kim Newton Asset Manager

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

Jolene Irwin Administration Manager Management

of Finance, and Commercial experience

Ella Latham Administration Assistant Asset Management

3+ years of Commercial, Industrial and Bulky Retail experience

Commercial Collective currently 450 commercial assets with $70 million in annual billings. property managers provide property and asset management

currently manages over with 850 tenants and over billings. Our team of over 10

provide a comprehensive range of management services.

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.

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.

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