Dallas Multifamily Advisory Team | Team Capabilities

Serving Texas & South Central US

Investment Sales | Debt & Equity

Not only your advisors but your partners!

About Us

Dallas Multifamily Advisors specializes in the sale and financing of investment grade multifamily properties in the Dallas/Fort Worth area and in select markets throughout Texas. Our vertically integrated team provides the following investment sale and capital market services to our clients who own or develop large apartment communities:

Investment Sales

We represent owners in structured and nonstructured sale indicatives

Acquisition Advisory

We represent buyers by sourcing and identifying assets to purchase

Direct Lending

We underwrite, originate, and service mortgage debt for Fannie Mae and HUD

Mortgage Brokerage

We arrange mortgage debt, JV equity, and structured finance products with capital providers worldwide

We want to be not only your advisors but your partners and protect your investment through sound strategic solutions and smooth executions.

Our Services

Acquisitions & Disposition Services

• Conventional Apartments and BTR

• Tailored Divestment Execution

• Traditional Investment Sales

• Market Analysis

• Underwriting Analysis and Support

• Advisory to real estate investors for strategic sales and divestitures

Debt & Structured Finance Services

• Recapitalizations

• Construction, interim and permanent debt solutions

• Raising equity for joint ventures and structured finance alternatives

• Direct Agency/GSE lender

• Loan origination

We connect capital with opportunity by offering a full suite of services – from acquisition and debt and equity solutions to disposition and more.

We make your real estate investments work smarter.

Our clients stand as the central pillar of our universe, and our deep-rooted relationships are our paramount focus.

Offering these highly specialized services all within our team, allows us to function as true advisors to our clients. In an industry where one-size-fits-all has become the standard, our bespoke approach to each assignment has enabled us to outperform the competition and deliver superior results.

Together We've Accomplished

50 years of combined real estate experience

$10B in total transaction volume

$5B multifamily assets sold, developed, or financed in the last 10 years

Our Differentiators

Specialized Focus - Multifamily Only

We are multifamily experts who provide laser focus on each project. The combination of our specialized expertise, market dominance, and singular focus make us uniquely successful in helping our clients achieve their acquisition and/or disposition objectives.

Local Expertise, Global Platform

We have some of the most experienced multifamily advisors in the industry, strategically located in key markets around the globe. This hyper-local expertise, paired with our powerful global platform allows us to provide customized solutions for our clients locally, and around the world.

Vertically Integrated Team

We provide a comprehensive solution for our clients’ multifamily real estate needs. From investment sales to JV debt and structured financing, our team is uniquely structured to advise and execute on all of your investment objectives.

What sets us apart is not what we do, but how we do it.

Marketing Agency

Our Research Expertise

Colliers offers exceptional market research capabilities, including quarterly research reports and proprietary data, to help our investor clients make better informed real estate decisions.

We work closely with the Colliers office brokers to track and provide analysis on lease comparables, tenants in the market, and market trends across the DFW metroplex. We aim to arm brokers with market data and insights utilizing best-in-class resources to better advise their clients.

Dallas Multifamily Advisory Team

Jörg Mast | Executive Vice President

Jörg is an Executive Vice President at Colliers, a senior partner, and the co-leader of the Dallas Multifamily Advisory Team. He is involved in all aspects of the team’s business and concentrates primarily on business development and transaction origination. Jörg has over 20 years of commercial real estate experience acting as both a principal and a capital markets intermediary with a transaction volume exceeding $4 billion. Previously, he was at JLL, where he rose to lead the Dallas Multifamily Investment Sales team. Before joining JLL, Jörg was a partner at a pair of real estate development companies where he was responsible for developing various multifamily and mixed-use projects such as Mockingbird Station in Dallas, TX and So7 in Fort Worth, TX. He earned a Master of Business Administration from Texas Christian University (TCU).

Christopher C. Paul | Executive Vice President

Chris is an Executive Vice President at Colliers, a senior partner, and the co-leader of the Dallas Multifamily Advisory Team. Although he is involved in all aspects of the team’s business, he concentrates on transaction execution paying particular attention to debt and equity originations. Chris has over 35 years of experience, completing 150+ transactions and over $2.5 billion in deal volume exclusively to the multi-housing industry. Previously, he founded and operated LaPaul Partners, a boutique commercial real estate investment advisory firm that specialized in the sale and financing of institutional grade multifamily properties in Texas and throughout the southern U.S. Chris graduated from Southern Methodist University (SMU) with a Bachelor of Business Administration degree in Finance.

Daniel Miller | Vice President

Danny is Vice President at Colliers and a junior partner on the Dallas Multifamily Advisory Team. Although he is involved in all aspects of the team’s business, his primary focus is originating and executing all types of capital market transactions for non-institutional clients or in secondary markets. Danny has over 10 years of commercial real estate experience working on both the investment sales and debt & equity side of the business. Previously, he held positions at HFF, Newmark, and JLL. Danny attended Nottingham Trent University (NTU) in the United Kingdom on an athletic scholarship and graduated with a ‘joint honors’ degree in Business Management and Accounting and Finance.

O’Neal Galbraith | Financial Analyst

O’Neal serves as a Financial Analyst for the Dallas Multifamily Advisory Team. He underwrites all the team’s transactions and prepares their broker opinion of values and offering memorandums. O’Neal has previous work experience in the commercial real estate industry that includes development, private equity, and leasing. He earned his MBA from Southern Methodist University (SMU), concentrating in real estate. Additionally, O’Neal has a master’s in finance and a B.A. in Economics from SMU.

Grace Larsen | Senior Client Services Specialist

Grace is the Client Services Coordinator for the Dallas Multifamily Advisory Team. In this allencompassing role, she performs several functions including transaction management, due diligence, market research, business development, as well as handling all of the marketing and organizational efforts for the team. Prior to joining Colliers, Grace was a Marketing Specialist at Hillwood for their industrial leasing team. Grace has seven years of experience in the commercial real estate industry and holds a BS in Communications from the University of North Texas.

Mike Otillio | Research Director

Mike leads all research efforts for Colliers' Dallas-Fort Worth professionals. He has over 23 years of experience in gathering and analyzing research data for all commercial real estate property types. Mr. Otillio specializes in providing insightful information found from scouring various resources, and often crucial in the design of real estate solutions our advisors provide their clients. His knowledge of online commercial real estate tools make him a powerhouse resource. Mike received a BS from the University of Louisiana at Lafayette.

Amber Ryan | Business Development & Marketing Manager

Amber oversees all marketing and implementation strategies for Colliers' Texas Region. She leads the local marketing team supporting over 80 brokerage professionals across multiple service lines, asset types, and geographies. Through collaboration, they empower their sales experts with an elevated level of support propelling Colliers' Texas Region to a competitive edge and accelerating growth. Ms. Ryan brings over 11 years of direct experience in marketing for commercial real estate assets with expertise in business development, positioning, and developing best practices. She holds a BS in Finance from the University of Texas at Dallas.

Andy Gosling | Senior Graphic Designer

Andy is a talented design professional with over 17 years of experience across a diverse portfolio of projects. From Disney to Hasbro to Hot Wheels, Andy has specialized in designing for large scale exhibition graphics, Monopoly game boards and everything in between. At Colliers, Andy has consistently demonstrated his value as a vital member of the marketing team providing design expertise and continues to build on his skill set. Andy received a BA Honors degree from Southampton Solent University in the United Kingdom.

Select Investment Sales

Debbie Lane Flats

Arlington, TX | 331 units

Built in 2021

| 326 units

Built in 2020

The Colony

Victoria, TX | 180 units

Built in 2014

Willow Creek

Copperas Cove, TX

202 units | Built in 1975

Broadmoor & Plaza 24

Norman, OK | 165 units 2 Properties

The Dylan Fort Worth, TX | 227 units

Built in 2020

Norman, OK | 230 units

Built in 2016

Latigo Crossing

Victoria, TX | 180 units

Built in 2015

Fort Worth, TX | 227 units

Built in 2020

The Fitz Dallas, TX | 70 units

Built in 2020

Manor, TX | 248 units

Built in 2020

Denton, TX | 212 units

Built in 2017

Hickory Creek Ranch

The Flats at Shadowglen

Anatole at Norman

Magnolia on the Green Allen, TX

Elan at Bluffview

Select Debt and Equity Transactions

The Grove Rogers, AR | 235 units 2024 Completion

The Savoy Fort Worth, TX | 152 units Built in 1983

Hidden Ridge

Dallas, TX | 225 units Built in 1984

Armore Portfolio

Texas | 560 units

4 Properties

Terraces at Tree Farm Basalt, CO | 72 units 2024 Completion

Fossil Creek Fort Worth, TX | 112 units Built in 2022

Ridge Arlington, TX | 264 units Built in 1982/2013

The Dylan Fort Worth, TX | 227 units Built in 2020

Surfside at Sapphire Bay Rowlett, TX | 317 units 2024 Completion

Oaks Gonzales, LA | 336 units Built in 2018

Fort Worth, TX | 400 units Built in 1984

Norman Portfolio Norman, OK | 314 units 5 Properties

Park West

Silver

Walnut

Avilla

Debbie Lane Flats —

Arlington/Mansfield,

Texas Investment Sale Case Study

Project Background

Debbie Lane Flats is a 331-unit brand-new suburban, luxury apartment community located in the State Highway 360 Growth Corridor in Mansfield, Texas. Below is additional background on the property:

• Property was still under construction when the Colliers marketing campaign began

• Project had just begun leasing prior to Colliers being awarded the assignment

• Ownership had a desire to sell the asset at completion, prior to stabilization

Deal Type

Class A New Construction –Core Opportunity

Project Type

3-story Garden-style with Surface Parking

Obstacle 1

125 Tuck-under Garages / 160 Carports Total

/ 897 avg. sf per unit

09/21/2022

Dallas Multifamily Advisors were tasked with creating a marketing strategy, conducting a competitive process, and ultimately identifying a highest-price buyer that could provide surety of close. Following, are challenges the Team encountered and strategies that were implemented:

Challenge: The seller was concerned regarding impending adverse events taking place in the capital markets and wanted to sell the property as fast as possible.

Strategy: Colliers designed an abbreviated marketing process that targeted 20+ investors that were identified as the top prospects for this opportunity.

Result: This Bespoke marketing strategy yielded 10+ offers.

Challenge: Selected buyer was too uncomfortable with the overall risk in the lending market and chose not to move forward.

Strategy: Colliers’ target list initially included several institutional all-cash buyers as a hedge against leveraged buyer fallout.

Result: The deal was awarded to an all-cash buyer that The Team had strategically kept engaged throughout the process.

Challenge: Before the selected buyer started their due diligence, they were informed by their debt broker that all potential lenders had pulled out of the market.

Strategy: Colliers leveraged existing lending relationships in order to source additional financing options that would allow the selected buyer to move forward.

Result: Colliers received multiple term sheets from lenders at terms acceptable to the buyer.

Ultimate Result

Colliers’ hands-on approach and technical expertise resulted in a positive outcome for the client. The property is currently under contract to one of the institutional all-cash buyers. The final pricing is less than a 3% discount from the previous leveraged buyer’s price.

Obstacle 2

Obstacle 3

Case Study

Surfside at Sapphire Bay – Rowlett, Texas

JV Equity Placement

Project Background

Surfside at Sapphire Bay is a 315-unit brand-new suburban, luxury apartment community located within the $1 Billion mixed-use, master-planned community named Sapphire Bay located in the DFW Metroplex on the shores of Lake Ray Hubbard. Below is additional background on the project:

• The sponsor closed on the site, worked through the entitlement process with the City of Rowlett, and had already received their building permits

• The building permits required construction commencement to begin within six months of issuance

• The sponsor had previously raised JV capital from friends and family; however, due to the sizeable equity requirement and sense of urgency engaged Colliers to raise institutional JV equity

JV Equity Placement

- Class A Multifamily New Construction

Mid-Rise with Central Parking Garage

Obstacle 1

Challenge: Colliers anticipated potential investors having concern about the unproven nature of the site. Although Sapphire Bay had a tremendous amount of development projected, Surfside would be one of the first projects to start.

Strategy: Colliers crafted a marketing plan to emphasize the stand-alone strength of the Surfside site, even before other development was in place. This strategy was facilitated by the sponsor owning all three parcels at the front of the Sapphire Bay development.

Result: Colliers successfully executed JV equity placement with an out of state institutional firm, which allowed the sponsor to break ground prior to the expiration of the building permits

Ultimate Result

Colliers’ hands-on approach and technical expertise resulted in a positive outcome for the client. The successful JV equity placement in the face of a challenging market allowed the sponsor to achieve his objectives and meet his projected construction timeline. The combination of Colliers’ vast capital markets knowledge, development expertise and multi family specialization contributed to the successful outcome of this nuanced and complicated transaction.

Colliers Capital Markets

Underwriting Analysis & Support

Expertise in Specific Asset Classes

Strategic Investment Market Analysis

Portfolio Analysis

Asset Value Enhancement

Debt Financing

Colliers Capital Markets

Colliers Mortgage

Colliers Mortgage offers a comprehensive and wide range of financial vehicles, giving our clients access to a variety of solutions to best meet your unique needs.

Our products and services are designed to meet your financing, funding and capitalization needs, including access to federal agency loan programs, structuring competitive financing packages for borrowers and lenders alike, or identifying capital sources.

Commercial Finance

We offer developers flexible debt facilities with diverse capital sources and financing options, along with a thorough underwriting package for banks to independently assess asset opportunities. Our full-service backoffice operations team manages all project lifecycle stages from closing to pay off.

Our multifamily financing experts offer conventional and affordable options, including through Agency loans. We specialize in providing access to federal loan programs, such as:

Fannie

Mae DUS® | USDA Loans | FHA Loans | HUD Loans Agency Finance

Valuation & Advisory

Our Valuation and Advisory Services experts provide a suite of offerings, such as single-asset valuations, portfolio valuation, right of way valuation, lease and cost analysis, litigation support and feasibility studies. With our unique and expanding platform, we continue to attract the valuation industry’s leading professionals and provide a full range of expertise across all commercial property types nationwide.

Colliers Insurance

Our insurance experts are your consultants. We work to understand each client’s unique needs to deliver tailored solutions for businesses, individuals and families. As an insurance brokerage, we have access to many of the nation’s top carriers to provide our clients with a range of personal and commercial property and casualty insurance-based solutions and risk management products. This means you have a multitude of options to meet your needs and the flexibility to revise your insurance plans as often as your life changes.

Commercial Insurance

Commercial insurance helps to protect businesses, their owners and their employees.

We work with you to build and protect your business, providing a variety of insurance solutions available in one convenient package, based on your business type, industry and unique needs.

Enjoy life and the fruits of your labor knowing you have the coverage you need to protect the assets you’ve worked hard to obtain. We want to help you be prepared with insurance solutions designed to protect you, your family and your property. Personal Insurance

Colliers Securities

A full-service investment bank and registered securities broker-dealer offering a wide array of products and services to meet the needs of individuals and institutional investors

Public Finance

We offer a range of robust commercial real estate loans for non-profits, units of state and local government, and other tax-exempt entities.

Corporate Finance

The Corporate Finance team at Colliers Securities serves as a strategic partner for emerging growth companies in the consumer, energy, healthcare, industrial, real estate and technology sectors.

Institutional Investors

Colliers Securities provides a multitude of innovative solutions customized to meet the business needs of institutional investors.

Colliers Global Platform

Local to Global Impact

We are enterprising. Colliers is an industryleading global real estate company with more than 18,000 skilled professionals operating in 66 countries.

What sets us apart is not what we do, but how we do it. Our enterprising culture encourages our people to think differently, share great ideas and create effective solutions that help clients accelerate their success. Colliers delivers a full range of services to real estate occupiers, owners and investors across all sectors worldwide.

Colliers is the 3rd largest real estate services company in the world!

$4.5B Annual revenue

66 Countries we operate in

2B SF square feet managed

51,000

Lease/sale transactions

$99B Assets under management

18,000 Professionals Statistics are for year-end 2022 and in U.S. dollars. Number of countries includes affiliates and as of March 2022.

Let's Talk!

Jörg Mast Executive Vice President +1 214 415 1452 jorg.mast@colliers.com Chris

O’Neal Galbraith

+1 972 759 7850 oneal.galbraith@colliers.com

210 749 3689