Page 1

“We do the little things right. �

Lachicotte

Alliance Commercial Property Management: The Property and Asset Management Partner of NAI Lachicotte


Alliance Commercial Property Management For 24+ years, Alliance Commercial Property Management Company, Inc. (ACPM) has provided turnkey third-party property management services for a diverse portfolio of commercial properties located located across the Southeast. At ACPM, we don’t like surprises. We believe in managing the little things that count now so you aren’t faced with big problems later on. From office buildings and industrial sites to retail centers, we manage your properties as diligently and sensibly as we manage our own.

Maximize top-line income. By deploying exceptionally well-qualified personnel, industry-leading collaboration and reporting tools, and an owner-focused philosophy, we help our clients keep operating expenses low and build value by protecting their physical investment.

Keep operating expenses low without sacrificing qualit y or tenant satisfaction. Strong relationships with a network of key vendors and service providers ensure we deliver well-maintained facilities in a cost-effective manner. We demand firstclass service from our vendors and evaluate their performance on an ongoing basis.

Build value by protecting your investment.

Alliance Commercial Property Management has been a strategic partner for us in regards to our Class A office portfolio. They have the knowledge, expertise, and bandwidth to handle the most complex issues that may arise. They have gone above and beyond to service our tenants and quickly respond to their needs. We can’t imagine having a better partner in this space. Jimmy has an abundance of experience with Class A office buildings and all they entail, he and his team have been a pleasure to work with and will continue to handle all of our current and new investments in the Triangle and Triad.

Whit Brown

Managing Partner

Will Dickson Managing Partner

Greene Street Holdings, LLC

Our experienced property managers visit each site a minimum of once per week to protect and enhance the value of your property, whether your property is at risk or it’s your flagship locale. Building operations, accounting, lease administration, maintenance, and communication with your tenants…we keep your assets safe.

Operate properties with an ownership mentality. Because we own and manage multiple property types ourselves, we know what it takes to sustain and enhance operations at our clients’ properties. We are adept at creating customized plans for robust properties, as well as operationally stabilizing properties at risk.

Provide real-time collaboration and transparency. We use industry-leading collaboration and reporting tools like MRI’s Real Estate Software, Workspeed, and Avid Xchange for reporting and collaboration among property managers, senior management, accounting, and other essential staff, as well as designated members of your team. To ensure ease of data access and security, we host our internal server off site, use Dropbox for any secure file sharing, and have the ability to use MRI for cloud storage.


Leasing and Brokerage Services Partner with NAI Lachicotte for exceptional leasing and brokerage services.

Lachicotte Founded in Georgetown County, SC, NAI Lachicotte is the Pawleys Island and the Grand Strand’s areas leading commercial property brokerage company. NAI Lachicotte delivers world-class, results-oriented brokerage and property management services for office, flex, industrial, retail, land, and investment properties. NAI Lachicotte’s long-standing presence in Pawleys Island, commitment to quality client services, unparalleled market knowledge and experience, and extensive community and civic involvement make the firm the number-one choice for the marketing, leasing, and sale of commercial properties. The power of the NAI global network of over 400+ offices worldwide, combined with Alliance Commercial Property Management’s extensive property management expertise make NAI Lachicotte the trusted firm with unparalleled commercial real estate resources and services. Whether your needs are large or small, NAI Lachicotte is the proven market leader in commercial leasing and brokerage.

Alliance Commercial Property Management Locations

Spartanburg

Irmo

Pawleys Island

RETAIL ANCHORED


Responsive Property Management Commercial property management is, by necessity, a collaborative enterprise. From the owner and property manager to tenants, maintenance employees, accounting professionals, and others, it takes a lot of expertise to maintain and enhance a property. We believe it’s our job as property managers to facilitate this collaboration—it makes operations more efficient, tenants more satisfied, and maintenance less expensive. Proactive collaboration in real time helps us handle the little things today so they don’t grow into big problems tomorrow. First things first: We are committed to being on-site at every facility we manage at least once a week. The only way to build and maintain positive relationships with tenants, ensure the quality of repair work, and anticipate problems is to be physically present at each property. Next, all of our professional property management staff are supported by MRI’s Workspeed and Tenant Connect, which provides an end-to-end real estate operations management solution. From service request tracking to preventive maintenance scheduling, Workspeed brings process improvements to building owners and managers by combining the benefits of workflow automation, collaboration, and mobile communication. The Tenant Connect online portal is in the process of being rolled out and gives tenants 24/7 access to key account information including the ability to view their statement, submit sales reports, and submit service requests. Tenant Connect and Workspeed allows us to:

Over the past 15 years, Alliance Commercial Property Management has managed grocery-anchored shopping centers for our clients in North Carolina and South Carolina. Everyone I’ve dealt with from Alliance has demonstrated a strong commitment to hands-on operations, dedication to detail, and proactive approach. I can’t think of any other firm I’d trust more to keep commercial properties running smoothly.

Workspeed: • Automate tenant service requests and work orders via the web-based communication hub • Schedule preventive maintenance activities, perform inspections, and manage equipment inventories • Perform all key tasks in the field with the intuitive mobile application • Manage lobby traffic and maintain security with visitor pre-registration, badge creation, and on-the-fly check-in • Track certificate of insurance expirations and manage compliance with online submission workflows

Mert Kreiser

Director of Trust Administration & Family Office

Franklin Street Partners

Tenant Connect: • Receive community events and other announcements • Submit and track service requests • View statements • Report sales data


Professional Full-Service Accounting and Financial Services Alliance Commercial Property Management uses the respected web-based Real Estate Software, MRI, which centralizes commercial property management functionalities and accounting software tools into one database. From basic rent rolls to advanced tenant and property analytics, MRI allows us to create both standard and customized up-to-the-minute reports at the click of a button. In addition to employing intelligent accounting reporting techniques, we seek to maintain open lines of communication with our clients. We guarantee that you’ll be kept up to date on the operation of your property with prompt and accurate financial statements. Furthermore, our specialized chart of accounts gives us the ability to thoroughly analyze each property and make valuable comparisons to other properties within our portfolio. So you’ll get important information about your property within the context of your market, region, or facility type. As with all tools, MRI is only as good as the input it receives. Because our property management personnel are on-site no less than once a week at the properties we manage, we really know our clients and their properties.

RESPONSIVE

Property Management • Weekly On-Site Visits • On-Call 24/7 • Property Staffing • Regular Operating Reports • Quarterly Property Inspections • Equipment and Systems Testing • Tenant Retention Initiatives • Routine and Preventive Maintenance 
 • Capital Improvements • Supervision of Subcontractors • Insurance Coverage and Claims • Recordkeeping • Security and Safety

PROFESSIONAL

Full-Service Accounting • Budgeting • Cost Controls • Accounts Receivable • Accounts Payable • General Ledger • Financial Reports • Rent Rolls • Owner/Investor Reporting

EXPERIENCED

Lease Administration • Budgeting • Lease Abstracts We stylize financial reports according to generally accepted accounting procedures and specific client needs. These monthly reports include (among other things): • Executive summary of the month’s activity (marketing, collections, budget variances, capital improvements) • Balance Sheet

• Cash Disbursement Detail

• Operating Statement

• Source and Use Statement

• General Ledger

• Rent Roll

• Receivables Report

• Bank Reconciliation

• Customer Service • Collections • Yearly TICAM Reconciliations • Tenant Communications • Lease Compliance • Tenant Retention Initiatives • Property Tax Administration • Property Insurance Administration/Compliance 



Experienced Lease Administration Implementing lease administration best practices at properties you own will have tangible bottom-line results: a more profitable tenant mix, increased renewals and expansions, and more effectively controlled costs. In addition, using smart technology for accurate data collection will yield valuable information you can rely on for decision making. There’s no question that experienced, centralized lease administration is essential to mitigate risk, keep your property occupied with quality tenants, and ensure you’re not missing opportunities for increased revenue. That’s why we devote dedicated management-level professionals and resources to lease administration for our clients. When you choose ACPM to manage your property, you will benefit from our expertise and experience: We’ve handled lease administration for more than eight million square feet of office, industrial, and retail property in hundreds of locations over the past 24 years. We know what works and what doesn’t, and we’re supported every day by the MRI Software Suite and Avid Xchange™. They not only provide superior reporting capabilities, but also ensure all lease provisions are communicated to tenants on a timely basis. From customer service to collections, ACPM stays on top of lease management tasks so you don’t have to. We are committed to building positive professional relationships with tenants: Attracting and retaining high-quality tenants requires attention to detail, respectful communication, and responsiveness in all that we do. We are available 24/7 to address owner and tenant concerns, requests, and questions. Because we are on-site at each property frequently, there are regular opportunities to make face-to-face contact with us. We want to ensure that reliable, valuable tenants have complete confidence in their decision to lease, expand, or extend their leases at your property. Stellar lease management isn’t just about day-to-day activities, though. It’s about quality, real-time data collection and analysis. It’s about adding value throughout the leasing operation. We guarantee improvement in the quality of data property owners have access to, and we handle less-routine (but essential) activities like budgeting, lease abstracts, yearly TICAM reconciliations, and initiating Small Claims Court actions on your behalf, as well as property tax and insurance administration.

Mitigate risk. Retain quality tenants. Manage cost and grow revenue. ACPM’s lease administration capabilities are second to none… and our results prove it.


Adept Receivership Services Because of our vast experience in the commercial investment property business, we know how to protect and enhance your property value. The professionals at Alliance Commercial Property Management are known for their energy, intelligence, and hands-on approach. We create customized plans for operationally stabilizing properties, protecting asset values, and enhancing efficiencies to reduce waste during property transitions. Energetic, proactive property managers, we keep our eyes on the bottom line without sacrificing tenant relationships, property values, or responsiveness to our clients’ needs.

Manage immediate transition with experienced staff. By deploying ACPM’s experienced team, which has managed this process for multiple commercial property owners, we are able to begin mitigating risk to ensure the property has maximum value at disposition or repositioning. Among other things, we: • Establish court-ordered bonds and provide reporting required by the courts. • Raise tenant confidence level that property will continue to be maintained without interruption. • Review all physical and financial reports. • Make recommendations for options: loan restructuring, loan sale, property sale, or other solutions.

• Stabilize Operations

Stabilize property and maximize revenue opportunities.

• Establish Court-Ordered Bonds

Our initial goals are to retain tenants, stabilize the physical property, and engage all parties with clear, open communication. At the same time, we seek opportunities to maximize revenues to ensure steady property income. • Tenant retention • Lease administration • Building maintenance at the appropriate level • Completion of existing repairs and improvements • Monitoring and managing expenses and containing costs • Careful analysis of all recoveries and reimbursables

Disposition or reposition property intelligently. ACPM’s strong strategic partnerships with NAI offices and other commercial real estate firms in key metro areas across the Southeast U.S. give us the capacity to optimize real estate transactions. We assemble the essential experience, relationships, and information our clients need to make good decisions, negotiate strategically, and complete sound transactions.

• Contain Costs

• Raise Tenant Confidence • Retain Tenants • Review Physical and Financial Reports • Administer Leases • Property Maintenance • Complete Repairs and Improvements • Analyze Recoveries and Reimbursables • Disposition or Reposition


The ACPM Property Management Team James A. “Jimmy” Black, Jr. Principal and President Before forming the Alliance Companies in 2004, Mr. Black was Senior Vice President of Cousins Properties, Inc.; then a Principal of Weaver, Grubar, Tyler & Black. He is currently a member of the International Council of Shopping Centers (ICSC), the Institute of Real Estate Managers (IREM), and the National Association of Industrial and Office Properties (NAIOP). Mr. Black also has been affiliated with the Piedmont Triad Development Group, The Urban Land Institute, and the Tenant In Common Association (TICA). A respected longtime community leader, Mr. Black founded Downtown Greensboro, Inc., then served as its Director and Chairman of the Board. He has developed an extensive network of professional and personal relationships across the Piedmont Triad of North Carolina over the years, having served on the boards of the Greensboro Chamber of Commerce, Greensboro Development Corp., Greensboro Center City Corp., United Arts Council of Greensboro, Bryan Park Commission, and the UNCG Bryan School of Business. Mr. Black attended the University of Georgia, majoring in Real Estate and Urban Development. He holds a real estate license in North Carolina, South Carolina, and Tennessee.

H. Bryant Stoneham, CPA Chief Financial Officer A licensed real estate broker and former business owner himself, Mr. Stoneham has served as ACPM’s Chief Financial Officer since August 2011, when the NAI Carolantic property management team merged with ACPM. He joined NAI Carolantic Realty, Inc., in 2002, conducting real estate brokerage activities. In 2005, he took over as the CFO of the firm, while also serving as the Supervising Property Manager. Before that, Mr. Stoneham was Manager of Finance for the Semiconductor Research Corporation and a Tax Consultant with Price Waterhouse. He is a member of the Triangle Commercial Association of Realtors (TCAR), the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Raleigh Civitan Club. Mr. Stoneham earned his B.A. in Accounting from North Carolina State University in Raleigh, NC, and a B.A. in English from the University of North Carolina, Chapel Hill.

Katie Black Poole Executive Vice President/Operations Manager Katie Black Poole is responsible for the day-to-day operations of more than 4 million square feet of retail, office, and industrial space ACPM manages across the Southeast. Among her duties are budgeting, triple-net leases, and completing yearly CAM, tax, and insurance reconciliations. Prior to joining ACPM, Katie was employed by ACPM’s sister company, NAI Piedmont Triad, where she performed roles from commercial property manager to accountant and operations manager. Active in industry and civic organizations, Mrs. Poole earned her BS at the University of North Carolina – Greensboro and holds her real estate license in NC.

John Hampton Controller John is responsible for the day-to-day accounting functions and month-end financial reporting for the ACPM Operations, LLC, portfolio of 45 managed properties. He also maintains the accounting records for 12 investment entities. Other duties performed include preparing year-end work papers for the owners of the properties managed, as well as calculation of annual tax, Insurance, and CAM reconciliations.


The ACPM Property Management Team Elaine Fournier, CPM Regional Senior Vice President and Regional Property Manager – SC Region Elaine is a valuable part of the ACPM Property Management team, with more than 40 years’ experience in all types of commercial property management across more than 1 million square feet of property. A leader with proven business management expertise, she understands how important effective, smart commercial real estate management is to a company’s bottom line. From formulating budgets and managing personnel to negotiating leases and planning construction of interior tenant space, Elaine is well qualified to provide ACPM’s clients with expert advice and capable hands-on property management skills.

Diane Brennan Regional Senior Property Manager Diane Brennan has more than 20 years experience in managing retail, high-rise and mid-rise office, industrial, and campus properties of all kinds. While originally based in the Atlanta area, she has performed management oversight across the eastern US, including the upper Midwest, Northeast, Ohio Valley, Tennessee Valley, and southern Georgia. Over the years, Diane has worked for a variety of ownership interests, including joint ventures, institutions and private owners. She is a licensed sales agent in Georgia, and will soon be licensed in Tennessee and North Carolina.

Nicole Eubank Regional Property Manager – Piedmont Triad Region Nicole “Niki” Eubank is an experienced real estate and property management professional who currently manages more than one million square feet of office, retail, and industrial properties in the Southeast for ACPM’s clients. With nearly 15 years experience across the commercial real estate industry, she brings a wealth of knowledge in property management, marketing, leasing, brokerage, and construction oversight. She earned her BS at Auburn University and is a licensed real estate broker in North Carolina.

Allen C. Phipps Regional Property Manager – Central and Eastern NC Allen C. Phipps has 20 years of expertise in commercial property sales, leasing, management, and site/market/income analysis for a wide-ranging client base. He manages approximately 2.5 million square feet of office, retail, and industrial properties in the Southeast for ACPM’s clients. He is responsible for all property-related issues at facilities he manages, including collection of rents, CAM reconciliation, property maintenance, and timely payment of all operating bills. Mr. Phipps earned his BS in Business Management at Guilford College in Greensboro, NC, and is a licensed real estate broker in North Carolina. He’s a member of the Triangle Commercial Association of Realtors, National Association of Realtors, and the International Council of Shopping Centers.


The ACPM Property Management Team James “Jim” Buck Stoneham Property Manager – Triangle Region Mr. Stoneham currently manages 500,000 square feet of office, industrial flex, and retail space for ACPM, primarily in the Raleigh, NC, market. Notable projects include the takeover of a 104,000-square-foot office building and managing a series of major improvements to the building. Prior to joining the ACPM team, he had a 30+ year career in various operations and business development roles in the logistics industry, including owning and serving as president of BuckStone, Inc. He earned his undergraduate degree at the University of North Carolina at Wilmington (UNCW).

Dianne Stewart Regional Property Manager – Charleston, SC Region Dianne is a professional commercial real estate property manager with 30 years’ experience specializing in a portfolio of retail, office, and industrial properties. She has exceptional abilities in building and maintaining relationships with property owners, tenants, and vendors in her work with ACPM’s clients. An expert in all aspects of commercial property management, she knows that attention to detail is critical to smooth property operations—from oversight of tenant upfit and rent collections to budget preparation and financial reporting.

David Teems Regional Property Manager – Myrtle Beach/Pawleys Island, SC Region A 40-year resident of Georgetown County, David has been part of the local real estate, vacation rental, and property management business for almost 30 years. His experience, earned over many years as the director of vacation and property management companies, ranges from asset development strategies to marketing and tenant relations. David believes he is blessed with the opportunity to live and work in a great community, so he makes it a priority to serve and give back; he is active in multiple state and local boards and committees.

All ACPM staf f are experienced, super vised, and professional. Our property management staff consists of smart, seasoned commercial real estate professionals, all of whom know what to look for in opportunities and how to address issues that arise in the day-to-day operations of commercial properties. Because we are committed to hands-on, proactive property management, ACPM deploys management-level support to every client initiative, ensuring that our staff are supervised and supported effectively.


The NAI Lachicotte Real Estate Team Charles Cooper Senior Advisor Scope of Service Experience Licensed Healthcare Administrator, Licensed Realtor, Founder of Vintage Estates Realty, Advisor to U.S. Senator Lindsey Graham and currently Principal of the Lachicotte Company. Background & Experience Chuck’s focus in real estate is broad and he specializes in health care income properties, commercial sales & leasing and residential properties. He is on the Board of Directors for Horry Georgetown Technical College and Tidelands Hospital Foundation Board. Chuck has been among the Top Producers in Real Estate with sales in Commercial and Residential listings along the Grand Strand for the past 10 years.

Chip Abernethy Senior Advisor Scope of Service Experience Chip is highly involved in all areas of commercial brokerage including leasing management, sales, listings for industrial, retail, restaurant, office, medical office and land development. Background & Experience Chip has been a licensed Realtor since 2001, starting from new development sales to developing raw land into residential communities. His strong expertise in both commercial and development properties, including 1031 exchanges, displays his diversity of skills in the real estate market.

Max Jones Sales & Leasing Background & Experience Max Jones is a life-long resident of the Grand Strand and has managed commercial properties since 2008. He specializes in many aspects of commercial real estate and has experience in tenant landlord representation, medical, retail and industrial properties. His extensive knowledge of the area is a tremendous asset to his clients. Education He is a graduate of the University of South Carolina with a Bachelor’s degree in Retail Management. He earned the MICP designation in 2017. He is a member of the Murrells Inlet Rotary Club and a member of Belin United Methodist Church.

Macajiah T. Williams Sales Executive Scope of Service Experience Macajiah specializes in working with clients interested in buying and selling large land tracts, hunting properties, and plantations. He has an expansive network of connections through various real estate agencies, businesses, and personal relationships in the Georgetown and Williamsburg County areas. As a member of The Lachicotte Company Luxury Specialist Team, Macajiah is glad to assist current area residents in buying or selling property, or welcome visitors relocating to the area as new neighbors and lifetime friends. Background & Experience A native of Georgetown, SC, Macajiah Williams has held his South Carolina Real Estate license and conducted business as a Realtor® since 2002.


Our Portfolio Current/Former Clients and Tenants

GE Capital 2019 Property Management Portfolio* Property Type

Total Square Feet

Industrial

1,661,014

Office

703,070

Retail Anchored

1,659,766

Retail Non-Anchored

400,317

Total Currently Managed

4,424,167 * Property Management Portfolio as of March 2019.

Lachicotte Alliance Commercial Property Management 408 ½ State Street | Greensboro, NC 27405 | (336) 275-8586 | www.alliancecompanies.com Primary Contact: James A. “Jimmy” Black, Jr. | (336) 383-5901 | jimmy@alliancecompanies.com

NAI Lachicotte 10554 Ocean Hwy. | Pawleys Island, SC 29585 | (843) 979-6754 | www.nai-lachicotte.com

ACPM is the proper t y management plat form of: Beverly-Hanks

Carolantic Realty

Charleston

Dominion

Savannah

Lachicotte

Profile for The Lachicotte Company

NAI Lachicotte - Alliance  

NAI Lachicotte - Alliance