Wilson Steele Request for Proposal

REQUEST FOR PROPOSAL

CITY OF CHATTANOOGA, TN

SIM WILSON WILSON STEELE

Wilson Steele

Wilson Steele

CITY of CHATTANOOGA

Purchasing Department

City Hall, 101 East 11th Street, Suite G13

Cha<anooga, TN 37403

RE: Solicita6on No.200544 – Licensed Real Estate Agent

Dear Purchasing Department:

On behalf of Wilson Steele Commercial Real Estate Group, LLC (“Wilson Steele”) thank you for the opportunity to respond to the Request for Proposal (“RFP”), SolicitaQon No. 200544 - Licensed Real Estate Agent and to collaborate with the City of Cha<anooga (the “City”). We have reviewed the RFP and all related documentaQon and believe that Wilson Steele offers the greatest advantages available in supporQng the City of Cha<anooga across all requested transacQon services including, Acquisi'on and Disposi'on of real property and Leasing Services in the capacity of Landlord or Tenant on behalf of the City.

Wilson Steele is proposing a local downtown Cha<anooga based team with deep and highly specialized transacQon experience. Our team is equipped with direct access to sophisQcated industry leading systems and technology pla\orms necessary to provide best in class workflow management, strategic planning, market analysis, expense analysis and access to capital. Sim Wilson, an award winning 35-year commercial real estate industry leader, will serve as the City’s principal agent and will act as single point of contact (“SPOC”) to the City, working directly with department leadership and City representaQves as may be directed by the City. Throughout our response to the RFP, we hope to detail and emphasis a world class and unified service delivery through the following elements:

• Empowered by Experience: Wilson Steele’s single point of contact Sim Wilson, has specific experience in represenQng the City of Cha<anooga on past real estate acquisiQons. Sim uniquely understands the key personnel and processes impacQng and interfacing with the real estate transacQon processes for the City.

• Sophis6cated Transac6on Exper6se: Wilson Steele’s principals have been responsible for some of the most notable transacQons in Cha<anooga and are specifically experienced in Municipal TransacQons, Investment Sales, Land Sales, User Sales, MulQ-Market Corporate DisposiQons, AcquisiQons of owned or leased faciliQes, Tenant RepresentaQon and Landlord Leasing for all property sectors including office, industrial and retail assets.

• Seamless Implementa6on: Wilson Steele’s service delivery to the City of Cha<anooga is one company with local decision making, working efficiently and effecQvely to ensure the highest quality service available to the City.

We are accountable, experienced, qualified, and commi<ed to the success of our partnership with the City of Cha<anooga. We would be honored to serve as your agent, advisor, and partner. Please do not hesitate to call if we can respond to quesQons.

Sincerely,

Wilson Steele Commercial Real Estate Group LLC

Wilson Steele Commercial Real Estate Group LLC

Sim Wilson

Sim A. Wilson III,

President, and Founding Principal

651 E. 4th Street, Suite 200

Cha4anooga, TN 37403

Office (423) 498-2800

Cell (423) 336-1086

COMPANY INFORMATION

DESCRIPTION OF ORGANIZATION

Wilson Steele Commercial Real Estate Group LLC (“Wilson Steele”) is a boutique full-service commercial real estate company headquartered in Chattanooga, TN. Wilson Steele offers a broad range of commercial real estate services including transaction services (sales and leasing), corporate account management, transaction management, property and facilities management, engineering services, project management and development consulting. While young in its November 2022 formation, Wilson Steele is licensed in Tennessee, Georgia, Alabama, and Florida and has assembled a world class team of professionals to support its service delivery model of service, accountability, and integrity.

WHAT’S IN A NAME?

The company name Wilson Steele was adopted by founding principal Sim Wilson to honor his uniquely gifted and valued mentor Ruth Steele. Ruth was born in 1925 in Corn Creek KY and, from that remote area, became an evangelist/pastor when women were scarce and perhaps unwelcomed by most traditional establishments. Ruth left her humble beginnings in 1962 with a VW Beatle and coffee pot following her heart to pastor a church in Santa Maria, California. When Ruth’s dreams and goals were challenged by the inability of the Church of God to pay the salary of a female pastor, Ruth persevered into the unchartered real estate industry to generate income and to maintain her calling and focus on the church she loved. The unstoppable spirit of Ruth Steele went on to amass an impressive portfolio of real estate investments that not only met her every personal need but allowed her to build and personally fund the construction of the Church she so faithfully pastored and continues to support her and many other families today. Ruth Steele is 98 years young, still walking and standing tall among both men and women alike. Ruth introduced Sim Wilson to the real estate industry in 1987. Wilson Steele is built on the foundational legacy of just what true service, diligence, tenacity, and unselfish care for others will accomplish.

CHATTANOOGA QUICK FACTS

Chattanooga population

181,099

15.6 million visitors annually (Chattanooga Area Visitor’s Bureau)

5.8% growth rate since 2020 (2nd fastest in TN large cities)

Land Area City land area of 143.2 square miles

WilsonSteele

BUILT ON LEGACY WITH MORE THAN 35 YEARS OF AWARD WINNING PERFORMANCE.

UNIQUE EXPERIENCE

Wilson Steele has a uniquely broad range of experience. The firm is currently organized across three (3) key commercial real estate service lines:

TRANSACTION SERVICES

SCOPE OF SERVICES:

INVESTMENT SALES

PROPERTY SITE SELECTION AND ACQUISITIONS (PURCHASE)

PROPERTY DISPOSITIONS (SALES)

CORPORATE DISPOSITIONS (SALE AND LEASE)

TENANT REPRESENTATION (LEASE)

LANDLORD LEASING (LEASE)

PROPERTY & FACILITY MANAGEMENT

SCOPE OF SERVICES:

CORPORATE MULTI-MARKET

PROPERTY MANAGEMENT

ACCOUNTING SERVICES

TECHNICAL SERVICES (MECHANICAL / ELECTRICAL SYSTEMS)

BUILDING ENVELOPE SERVICES

SMART BUILDING SERVICES (CONTROLS)

STAFFING ANALYSIS AND PERFORMANCE ANALYTICS

PROJECT MANAGEMENT

SCOPE OF SERVICES:

TENANT IMPROVEMENTS

CAPITAL PROGRAMS

CAPITAL PLANNING

INTERIOR IMPROVEMENTS

BUILDING IMPROVEMENTS

CAPITAL FINANCING SOLUTIONS

EXPERIENCE MATTERS….

WILSON STEELE!

Wilson Steele is a company that strives for excellence, built on legacy and foundational principles. We are not the biggest yet, but we are likely the most uniquely experienced local firm. We are eager to serve with the capacity to succeed, creating custom marketing programs that are best in class across the commercial real estate industry. We incorporate modern graphics designs and draw upon technology platforms that offer our clients sophisticated real estate solutions and outcomes.

Experience matters…. Wilson Steele!

LEASE ADMINISTRATION

WilsonSteele

OFFEROR QUALIFICATIONS DATA

1. Company Name of Offeror (Please list official name, and any and all “doing business as” names, if any, associated with the company): Wilson Steele Commercial Real Estate Group LLC

2. Main office address:

651 E. 4th Street, Suite 200, Chattanooga, TN 37403

3. Phone: 423-498-2800 Fax: N/A

a. Email Address: sim.wilson@wilson-steele.com

4. Proposers federal tax identification number: 92-1288749 (Please attach Form W-9)

5. The Offeror is organized as a (specify type of entity, e.g. sole proprietor, partnership, for profit corporation, non-profit corporation, limited liability company, etc.): Limited Liability Company (LLC)

6. The date the Offeror was organized in its current form: November 22, 2022

7. If a corporation or limited liability company, the state where it is formed: Tennessee

8. Is your company registered with the Tennessee Secretary of State?

a. ______ YES

b. ______ NO - Please explain

9. How many years have you served the population described in this solicitation: Principal has served the population for more than thirty-five (35) years

10. Describe any pending plans to reorganize or merge your organization. No reorganization or merger plans

11. Have you, or any officers and/or directors of your company, ever been debarred or suspended by a government from consideration for the award of contracts?

a. ______ YES - Please list the contract party, and explain

b. ______ NO

12. Have you, or any officers and/or directors of your company, ever been disqualified, removed, sued, or otherwise prevented from proposing on or completing any contract?

a. ______ - Please list the contract party, and explain

b. ______ NO

13. Have you, or any officers and/or directors of your company, ever been charged with liquidated damages on a contract?

a. ______ - Please list the contract party, and explain

b. ______ NO

14. Bonding, as applicable – N/A

a. Limit: $

b. Bonding Company:_________________________________

c. Address:

d. Phone Number:

EXCEPTIONS TO THE RFP

None requested.

SOLUTIONS NARRATIVE

CITY OF CHATTANOOGA REQUIREMENTS

Wilson Steele has carefully reviewed the scope of work requirements provided by the City of Chattanooga. The City seeks representation in four (4) key real estate transactional competencies.

• Acquisition of Real Property (Purchase for fee ownership real estate)

• Disposition of Real Property (Sale of real property – owned assets)

• Leasing Services representing the City as Tenant (Tenant Representation) New or Renewal Lease or Sublease

• Leasing Services representing the City as Landlord (Landlord Representation) New or Renewal Lease

The quality and success in delivering real estate transactional services and marketplace solutions is dictated by communication, timeliness, relevant experiences, and frequency of marketplace activity. Wilson Steele is a transaction expert with day-to-day relevant experience in Chattanooga and broadly across national geographic barriers creating exceptional outcomes. Wilson Steele’s single point of contact, Sim Wilson has completed more than 1,200 real estate transactions over the course of his award-winning 35-year career. Sim has been responsible for many of the largest and most prestigious transactions in the greater Chattanooga area including acquisitions of real property, dispositions of real property and leasing services for both Tenant and Landlord. However, it is quality of

service which truly matters Wilson Steele. Regardless of size, potential fee, complexity or lifecycle, Wilson Steele treats every transaction with importance and commitment. Wilson Steele has both expert support personal and a wide array of technology solutions and industry leading listing services that will seamlessly integrate with our transaction processes based on the customized approach of each individual transaction type to maximize outcomes for the City. Prior to founding Wilson Steele, Sim Wilson was the lead real estate broker for The City of Chattanooga real estate acquisitions, through his prior firm, working directly with Gale Hart and Jermaine Freeman.

WilsonSteele

TRANSACTIONAL SOLUTIONS

Wilson Steele’s single point of contact, Sim Wilson, has been involved in unique opportunities over his career. These case studies point to the relevant transaction requirements of the City and provide insight into achieved solutions.

CASE STUDY [DECOSIMO AKA ELLIOTT DAVIS DECOSIMO, AKA ELLIOTT DAVIS]

629 Market Street, Chattanooga, TN

45,000 SF – Leasing Services Representing Tenant

THE CHALLENGE

Decosimo, founded in 1971 by Joseph Decosimo, is one of the most recognizable names in Chattanooga’s accounting sector. Decosimo’s consistent long-term growth over a more than 20-year term of lease, within its existing Chattanooga HQ facility, had created a challenge in terms of functionality, interdepartmental communications, and talent acquisition.

THE SOLUTION

Sim Wilson worked with Decosimo leadership following a robust lease acquisition process designed to consider all market opportunities in terms of net financial impact, increased functionality, cross selling and competitive workforce environment. RFP process attracted multiple bidders for the firm’s occupancy business, providing Decosimo corresponding financial analyses, site-visits, location scoring architectural analysis and selection.

Through this process savings and functionality enhancements were achieved. Decosimo’s completed transaction resulted in more than a $1 million in term savings and 12% reduction in footprint. The efficiency of moving from a multi-floor to single open floor occupancy produced significant enhancements to communications and cross selling opportunities. In addition, lease terms negotiations provided greater flexibility for space changes based on future requirements.

Since execution of the lease the accounting firms of Elliott Davis and Decosimo merged. The combined firm, Elliott Davis, is one of the top accounting, tax and consulting services firms in the U.S. with total annual revenues of $120 million and more than 800 professionals and specialists in 17 offices across seven states – Alabama, Georgia, North Carolina, Ohio, South Carolina, Tennessee, Virginia – and the Cayman Islands. Elliott Davis used the flexible terms originally negotiated to downsize and relocate to another property.

WilsonSteele

CASE STUDY [REGIONS BANK]

Multi-Martket – 18 States – Supervised from Chattanooga, TN

1.8M SF Disposed – Landlord Leasing – Leasing of Owned Assets

THE CHALLENGE

Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management and mortgage products and services. Regions serves customers across the South, Midwest, and Texas. Regions Corporate Real Estate had accumulated a total space footprint of more than 18M SF. Regions had substantial vacancy across its owned and leased assets with no program in place to identify and monetize those assets to support expense offset and income.

THE SOLUTION

Sim Wilson worked with Regions Corporate Real Estate leadership to focus on identifying and standardizing lease opportunities across their portfolio. Standardized floor plans, demising schemes, marketing materials, national listing with CoStar and LoopNet listing services and a single-point-of-contact leasing hotline were all created to provide a seamless process for fielding interest and executing leases with a minimum IRR threshold.

Through this execution process, Regions was able to dispose of more than 1.8M SF of excess vacancy and achieve annual revenues of more than $15M from space that once sat vacant and overlooked.

CASE STUDY [INNOVATION CENTER]

130 Innovation Drive, McDonald, TN

130,000 SF Disposed – Landlord Leasing – Leasing of Owned Assets

THE CHALLENGE

Spring Branch LLC, developers from Knoxville had commenced a speculative industrial development located in the Spring Branch Industrial Park with direct access from I-75 and Exit 20 in Bradley County Tennessee. Spring Branch LLC was self-marketing the property but felt they were not generating sufficient activity to either sell or lease the property upon completions and engaged Wilson Steele for support.

THE SOLUTION

Wilson Steele’s, Sim Wilson worked directly with Spring Branch LLC to create a marketing process to generate interest from both users and investors. A detailed Offering Memorandum, professional photography, drone footage and a suite of associated marketing materials were created. Additionally, a Virtual Deal Room, custom URL website link and custom “Landing Page” were created to integrate all on-line marketing tools to a centralized platform of property subject matter data and construction plans. Technology platforms Lightbox RCM, CoStar, LoopNet, and direct custom e-marketing campaigns through Benchmark dramatically increased the lead generation and reach.

In July of 2023, Spring Branch LLC was able to dispose of an expanded full building footprint of 130,000 SF of Class A Industrial Space to advanced manufacturing company, Amaero International achieving a market leading 15-year lease valued in excess of $23M.

WilsonSteele

TECHNOLOGY PLATFORM

MAXIMIZE VISIBILITY. ENHANCE PERCEPTION. DRIVE ACTIVITY.

When you engage Wilson Steele you partner with the experience and expertise that has driven exceptional client outcomes locally and in major markets across the country. Our approach is to develop a marketing strategy that is specific to meet your goals, delivery high quality materials and apply the tactical and technological approaches that consistently achieve the greatest results.

PHASE I – ASSEMBLY & UNDERWRITING

Wilson Steele will commence underwriting support, leveraging technology and the most effective tools to assemble and provide access to potential tenants and buyers of quality real time data to support the valuations and market econometrics.

PHASE II – MARKETING

We will deliver Marketing collateral that are appealing, highly polished and enhance the image and positioning of the property against its competitive set. We will create the necessary materials to launch a multichannel marketing campaign including both leasing and sale focus incorporating industry leading tools such as RCM – Lightbox. The Real Capital Markets platform targeting qualified buyers with over 81,000 participating principal investors. This phase will include:

• Listing exposed via email locally and to investment brokers across the country

• Launch initial campaign launched through Real Capital Markets

• Launch integrated campaigns through CoStar, LoopNet and CREXi

• Launch periodic email campaign via email from perspective users and buyers

• Actively track and communicate with prospect allowing data access through Virtual Deal Room

• Conduct tours and solicit offers

PHASE III – NEGOTIATIONS

• Evaluate lease and or purchase offers with client

• Conduct user and or buyer interviews

• Select tenant user or buyer

• Finalize LOI deal terms.

• Execute agreements as required to contract lease or sale

• Provide client a “timeline” with critical dates

• Support client with Escrow and Title referrals

• Support users or buyers and support due diligence including title, survey, zoning, physical inspection, Phase I environmental reporting, market review and interface with municipal leadership.

PHASE IV – CLOSING

• Support client to address any issues with the closing

• Review closing statements and documentation

• Closing

• Support transition through transfer of ownership or leasehold occupancy

WilsonSteele

GENERAL MARKET UPDATE

While a market overview was not specifically requested by the City of Chattanooga within the RFP, Wilson Steele believes it is an important factor for the City’s decision making to align with a firm which hold a broad understand of the market. Wilson Steele maintains an active and keen eye on overall market fundamentals and will act in the capacity of advisor to the City on matters related to commercial

WilsonSteele

Inventory SF

65.8M

Market Rent/SF

$7.87 Under Construction SF 424K

Annual Rent Growth

11.2% Vacancy Rate

3.2% 12 Mo Sales Vol $193M

INDUSTRIAL RENT GROWTH – CHATTANOOGA

Chattanooga Industrial

Rents have grown an impressive 11.2% in the past 12 months, a considerable amount, but below the annualized growth record of 12.6% set within the past three years. In the past 10 years, Chattanooga has been a step behind the rest of the country. Rents posted an average annual increase of 5.9%, below the national average of 6.4% over the same timeframe.

a step behind the rest of the country. Rents posted an average annual increase of 5.9%, below the national average of 6.4% over the same timeframe.

WilsonSteele

INDUSTRIAL MARKET OVERVIEW

PROJECT APPROACH

Wilson Steele knows that the most successful real estate services partnerships are based on well documented and process-oriented delivery systems which define the steps, roles, responsibilities, deliverables, and performance metrics for each party based on transaction type. Wilson Steele has a very good understanding of the City process based on past transactional experiences with Wilson Steele’s key personnel. However, Wilson Steele remains very open to addressing a requirement for procedural changes that may best suit the City from time to time. The below processes, by transaction type, are initial recommendations based on standard practices for consideration. We will work with City real estate contacts to finalize each process creating a final Project Approach manual that can be shared with all key stakeholders which will participate in the real estate transaction process life cycle. With a well-defined Project Approach manual, functionality can be consistent and scalable to transaction volumes as the City requires.

CITY OF CHATTANOOGA REQUIREMENTS IN FOUR (4) KEY REAL ESTATE TRANSACTIONAL COMPETENCIES.

• Acquisition of Real Property (Purchase for fee ownership real estate)

• Acquisition Lease – Leasing Services representing the City as Tenant (New or Renewal Lease or Sublease)

• Sale - Disposition of Real Property (City owned asset)

• Third Party Lease - Leasing Services representing the City as Landlord (New or Renewal Lease)

PROPOSED SCHEDULE

Wilson Steele proposes to have the final Project Approach Manual finalized with City cooperation within thirty (30) days of the fully executed supplier contract.

AVAILABILITY

Wilson Steele is prepared to engage immediately upon executed supplier contract, or on such other date as requested by the City of Chattanooga.

CONFLICTS OF INTEREST

Wilson Steele has no conflicts of interest.

WilsonSteele

AQUISITON OF REAL PROPERTY

AQUISITON LEASE

Wilson

SALE –DISPOSITION OF REAL PROPERTY

THIRD PARTY LEASE

WilsonSteele

KEY PERSONNEL

Wilson Steele recognizes that exceptional outcomes are delivered by individuals who are dedicated to the success of the clients. Wilson Steele will offer The City of Chattanooga a team of highly skilled and experienced senior professionals to manage the relationship and real estate transaction processes. Sim Wilson, founding member of Wilson Steele will act as Single Point of Contact to The City of Chattanooga. Sim provides the City with continuity and specific experience with municipal transactions on behalf of The City of Chattanooga. Sim is exceptionally experienced with a broad range of sophisticated transaction expertise, across competencies and sectors. Patrick Gehm, Operations Director for Wilson Steele, will partner with Sim on all transaction details related to the City of Chattanooga, managing reporting requirements, support requirements, technology implementations, providing logistical scale and coverage to leverage field tasks as they may arise.

ORGANIZATIONAL CHART

SIM WILSON PRESIDENT

SINGLE POINT OF CONTACT

PATRICK GEHM TITLE HERE SUPPORT TEAM

BRUCE HALL ENGINEERING

TOWSON ENGSBERG PROJECT MANAGEMENT

SORAYA JIHA ACCOUNTING

SARAH WILSON GRAPHIC DESIGN

SIM A. WILSON III, CPM®, LEED® AP Senior Vice President

CHATTANOOGA DISPOSITIONS

C: 423.336.1086

T: 23.498.2800

F: 423.498.2801

ABOUT ME

LEASES

CREDENTIALS

PROFESSIONAL AFFILIATIONS/ACCREDITATIONS

• LEED® Accredited Professional, Member of U.S. Green Building Council (USGBC)

• Certified Property Manager CPM®, Institute of Real Estate Management

• Member, ICSC

• Member, Chattanooga Chamber of Commerce

• Licensed Real Estate Broker - States of Tennessee, Florida, Georgia, Alabama, & Mississippi

EDUCATION

LEE UNIVERSITY, CLEVELAND, TN

CREDENTIALS

AWARDS

• Recipient of two (2) CBRE - James J. Didion National Leadership Awards

• Recipient of CBRE Market Turnaround Award - Florida

• Recipient of Award for largest Prop Management Assignment (6 mil SF)

• South Florida Business Journal “Deal of Year” ($208 million Office Portfolio)

Wilson Steele

Sim Wilson is the founding principal and President of Wilson Steele Commercial Real Estate Group LLC. Sim serves the greater Chattanooga area, Georgia, Alabama, and Florida, where he is a principal broker, providing sophisticated real estate solutions for a wide range of transaction types and clients. Sim has been a commercial real estate professional for more than 35 years and, prior to founding Wilson Steele, Sim was Senior Vice President with CBRE for more than 28 years, holding positions at executive levels, account management and large market brokerage roles. Sim’s award-winning passion for service and deep experience has benefited clients in more than 1,200 real estate transactions over the span of his career with ever-increasing levels of complexity. Since his transition from Miami to Tennessee in 2009, Sim has been a market force, producing consistently high local client outcomes spanning transaction competencies in Investment Sales, User Sales, Leasing, Tenant Representation and Account Management.

CLIENTS INCLUDED

• US Xpress

• Astec Industries

• Regions Bank

• Enersys

• Whirlpool

• Eaton

• DJO Global • Hearthside Foods • Magna Seating

Richard Ellis

PATRICK C. GEHM

11802 Country Cove Way, Tampa, FL 33635 ž (713) 213-4222

EXPERIENCE

Cousins Properties

EXPERIENCE

Cousins Properties

Vice President of Operations - Tampa

Tampa, FL

President of Operations - Tampa 2015 to 2023

Generated over $65,000,000 in gross revenues managing a portfolio of 8 buildings and 2.1 million square feet.

Generated over $65,000,000 in gross revenues managing a portfolio of 8 buildings and 2.1 million square feet.

• Increased occupancy during tenure by 35% and decreased utilities by 25%

Increased occupancy during tenure by 35% and decreased utilities by 25%

• BOMA Greater Tampa Bay – Property Manager of the Year 2022

BOMA Greater Tampa Bay – Property Manager of the Year 2022

• Started Town Hall meetings with customers in the Tampa area with great success

Started Town Hall meetings with customers in the Tampa area with great success

• Created unmatched operational philosophies in Tampa and throughout Cousins

Created unmatched operational philosophies in Tampa and throughout Cousins

• Created a team to stay within 2% of an operating budget of almost $30,000,000

Created a team to stay within 2% of an operating budget of almost $30,000,000

• Created a team that won nine Local and three Regional TOBY Awards in a four-year period

Created a team that won nine Local and three Regional TOBY Awards in a four-year period

Tampa, FL

2015 to 2023

Real Estate Consulting

Estate Consulting

Houston, TX-Tampa, FL President 2010 to 2014

Houston, TX-Tampa, FL

President 2010 to 2014

Worked with several groups assisting with operational issues and organizational challenges to improve efficiency while growing revenues and reducing expenses.

Transwestern

Worked with several groups assisting with operational issues and organizational challenges to improve efficiency while growing revenues and reducing expenses.

Transwestern

President – Healthcare Services

Generated $12,000,000 in gross revenues managing a portfolio of 1.2 million square feet.

Generated $12,000,000 in gross revenues managing a portfolio of 1.2 million square feet.

• Supervised 18 personnel including one Property Manager

Supervised 18 personnel including one Property Manager

• Standardized property budgeting procedures for 17 properties

Standardized property budgeting procedures for 17 properties

Houston, TX

2005 to 2010

• Improved operational efficiencies throughout the properties for parking, security, and engineering

Improved operational efficiencies throughout the properties for parking, security, and engineering

2005 to 2010

Houston, TX Vice President – Healthcare Services

Highwoods Properties

Highwoods Properties

Director of Asset Management

Generated $35,000,000 in gross revenues managing a portfolio of 4.2 million square feet.

Generated $35,000,000 in gross revenues managing a portfolio of 4.2 million square feet.

• Supervised 28 personnel including five Property Managers

Supervised 28 personnel including five Property Managers

• Standardized property budgeting procedures for 17 properties

Standardized property budgeting procedures for 17 properties

Grubb & Ellis

Orlando, FL

2003-2004

2003-2004

Orlando, FL Director of Asset Management

Grubb & Ellis

President - Director of Management Services

Generated $30,000,000 in gross revenues managing a portfolio of 3.8 million square feet.

Generated $30,000,000 in gross revenues managing a portfolio of 3.8 million square feet.

• Supervised 23 personnel including five Property Managers

Supervised 23 personnel including five Property Managers

• Standardized property budgeting procedures for 15 properties

Standardized property budgeting procedures for 15 properties

• Standardized financial reporting formats for 15 properties

Standardized financial reporting formats for 15 properties

Phoenix, AZ

2002-2003

2002-2003

Phoenix, AZ Vice President - Director of Management Services

Hines Interests Limited Partnership

Hines Interests Limited Partnership

Group Property Manager

Houston, TX, Moscow, Russia, Phoenix, AZ

1987-2002

1987-2002

Houston, TX, Moscow, Russia, Phoenix, AZ Group Property Manager

Managed over 8.5 million square feet of space during 15-year career.

Managed over 8.5 million square feet of space during 15-year career.

• Started Phoenix Property Management Office for Hines in 1996.

Started Phoenix Property Management Office for Hines in 1996.

• Supervised 30 personnel including two Property Managers.

Supervised 30 personnel including two Property Managers.

• Started up Property Management for four complexes in Phoenix

Started up Property Management for four complexes in Phoenix

§ Wells Fargo Bank, 1.6 million square feet

§ Wells Fargo Bank, 1.6 million square feet

§ The Vanguard Group Office Complex, 300,000 square feet

§ The Vanguard Group Office Complex, 300,000 square feet

§ The America West Airlines Headquarters Building, 318,000 square feet

§ The America West Airlines Headquarters Building, 318,000 square feet

§ 24th At Camelback, 306,000 square feet

§ 24th At Camelback, 306,000 square feet

• Coordinated 125,000 square feet of tenant construction in 2000 at 24th At Camelback generating $95,000 in additional fees.

Coordinated 125,000 square feet of tenant construction in 2000 at 24th At Camelback generating $95,000 in additional fees.

PATRICK C. GEHM

• Saved Wells Fargo Bank an estimated $2,100,000 in operating expenses during three-year contract ending in 1999.

• Started Moscow Property Management Office for Hines in 1992.

• Developed 25-pc computer network in Moscow in 1992, which allowed printer and file sharing.

• Had 5 of first 16 “Best Practices” awards at Hines for innovative ideas to improve efficiencies.

• Leased 200,000 square feet of office space at The Galleria Financial Center in 1991, which improved revenues $1,200,000 per year.

• Automated bill-back systems in two major high-rise buildings in Houston during 1987 and 1988 to increase revenues $330,000 per year.

• Built out five floors at Texas Commerce Tower in 1998 totaling $5,000,000

Arthur Andersen & Co.

Houston, TX

Facilities Manager 1980-1987

Managed 285,000 square feet in Pennzoil Place.

• Built out 7 floors in Pennzoil Place totaling over $15,000,000 in furniture and fixtures.

EDUCATION

State University of New York at Oswego Oswego, NY Bachelor of Arts: Communications August 1980

OUTSIDE ACTIVITIES

• NBA consultant to assist in development of the computerized stat system used from 1992 - 2017

• Primary statistical trainer for NBA and WNBA 1992 - 2013

• Chief Statistician

§ Houston Rockets from 1983-1996, 2004 to 2013

§ Phoenix Suns from 1996 - 2003

§ Orlando Magic 2003 - 2004

§ Phoenix Mercury 1998 - 2003

§ McDonald’s Championships in London, 1995 and Paris, 1997

§ Pre-Olympics/World Championships Honolulu, 2000, Las Vegas, 2006, Taipei/Macao/Shanghai, China 2008, Madrid, Spain/Athens, Greece 2010, Manchester, England/Barcelona, Spain 2012, Gran Canaria, Spain 2014

§ NBA China Trip Denver Nuggets/Indiana Pacers 2009

§ World Basketball Championships in Indianapolis, 2002

§ NBA Preseason 2010 Beijing/Guangzhou, China; 2012 Istanbul/Berlin/Milan/Barcelona;2013 Bilbao, Spain

• Statistician for The Masters – 2013 - 2020

• Assistant Coach – Houston Flyers, AAU Men’s Team 1982-87, Won AAU Nationals 1984 and 1986, ABA-USA Championship 1986, USA Team for 1986 Jones Cup in Buenos Aires

• Co-Founder Coors Light Summer League in Houston 1982 for 90 college and professional players, including Charles Barkley, Hakeem Olajuwon, Clyde Drexler

• Co-Founder Saluki Youth Basketball in Houston 1986 with 40 boys that ended up with over 1,500 boys, including Jake Voskul, Phoenix Suns, TJ Ford, Milwaukee Bucks

CORE COMPETENCIES

• Profit and Loss

• Increase Revenues

• Produce Operational Savings

• Develop Start-up Operations

• Oversee Tenant Construction

• Quality Assurance for Development

• Develop Telecommunications Structures for Properties

• Develop Computer Networks

• Develop Software Applications

• Extremely computer literate

BRUCE HALL ENGINEERING

BRUCE HALL BIO

Award winning energy professional, driving energy solutions into each project performed up to and including a 7-unit small wind turbine installation. Involvement includes on-site assessment, data gathering and evaluation followed by examination of alternatives, financial analysis and written recommendation. Achieved approximately 34% energy savings, 1.5 million gallons of water, and developed an artificial Reef habitat with scrap major equipment for the most recently completed redevelopment of the One Orlando Centre in 2015. This project was selected as a Department of Energy Better Buildings Showcase project, and I was finalist in two categories at the New York City’s Urban Green Council ( an affiliate of the USGBC) 2016 EBIE Awards and won the “Verdant Brainiac” category. I was awarded the prestigious Legend in Energy award and am honored to be selected by the Association of Energy Engineers to receive a Fellowship in 2016. Panelist at the BOMA Convention in 2017 discussing Optimization for Intelligent Buildings.

Commercial building systems professional. Project development and management from conception to close-out. Directly involved in the inspection, coordination, supervision, and negotiation for property condition assessments (PCA) and Phase I & II environmental site assessment (ESA) for asset acquisition and disposition. Excellent technical manager specializing in theoretical & hands-on and hands on diagnosis, repairs, maintenance, and replacement of virtually all of the systems that comprise Commercial Office, Hotels, Retail/Enclosed Malls, Apartments, Flex Space/ Office Industrial, and Medical Office buildings for over 40 years.

Maintain a keen eye to the environment, seeking environmentally sound solutions coupled with sound financial performance. Results are increased sustainability through re-use, re-positioning, and re-development, as well as innovative value proposition enhancement for new construction.

TOWSON ENGSBERG BIO

Towson serves as Vice President of Development for Brand Properties. Towson began his career in construction and the real estate industry in 1984. After spending his formative years in the field, he worked for nearly 25 years as a commercial contractor specializing in corporate office and hospitality projects where he was directly responsible for more than $1B in revenue. Since 2011, Towson has focused on development of adaptive re-use projects. Towson received his bachelor’s degree from the University of the South in Sewanee, Tennessee where he was raised.

TOWSON ENGSBERG PROJECT MANAGEMENT

SORAYA JIHA ACCOUNTING

SORAYA JIHA BIO

Soraya provides Wilson Steele experience with a broad range of operational process improvements, technology development and implementation, financial controls, business services, tax and accounting compliance. Provide strategic leadership to various client projects that generated hundreds of thousands of dollars per year in savings and improved operating efficiencies. Soraya is nationally recognized and featured in industry publications for work in successfully implementing software in an innovative and timely manner.

Specialties: Tax return preparation, tax planning, accounting software consulting, management accounting, IRS representation, AHCA Financial Ability to Operate schedules, QuickBooks consulting, bookkeeping and business services.

SARAH WILSON BIO

Sarah Wilson is a Lee University graduate with a degree in communication and marketing. Sarah and her husband, Dustin have been in full-time ministry for over 15 years. They have worked as a team serving in established churches as well as planting a brand new church.

Sarah has also worked as a free-lance graphic designer and photographer for over 15 years. She utilizes her gifts and abilities to help businesses and churches in every area of design and photography. Prior to launching out as a freelance Graphic Designer and Photographer, Sarah kicked off her career working at a local print shop in their pre-press department. It was during the 4 years she spent working in print shops that she learned the entire back end of design. Those years were a pivotal training ground for any and all things design that she does today. When she works with clients today, she is able to follow a job from the very beginning, as just an idea in their head, all the way to the finished printed product.

Sarah and Dustin have two children, Riley (11) and Jayden (1). They currently live in Cleveland, TN. Sarah is available for hire.

For all inquiries please email: sarahjwilsongraphix@gmail.com

SARAH WILSON GRAPHIC DESIGNER

REFERENCES

MUNICIPAL EXPERIENCE

Wilson Steele’s founding principal, Sim Wilson provides the City with continuity and specific experience with municipal his work with the City of Chattanooga, Sim worked closely with Gail Hart and Jermain Freeman.

REFERENCES

Wilson Steele is pleased to provide professional references to the City of Chattanooga as follows:

BIDDER/OFFEROR: WILSON STEELE COMMERCIAL REAL ESTATE GROUP LLC

REFERENCE

Name of Project: Chattanooga Choo Choo - (Investment Sales - Multiple)

Location: 1400 Market Street, Chattanooga, TN

Service Date Range: March 2021 – August 2021

Firm Name for Contact Person: Choo Choo Partners LP

Name of Contact Person: Mr. Jon Kinsey

Telephone Number for Contact Person: 423-400-3522

Email Address (required): jon@kphdevelopment.com

REFERENCE

Name of Project: Astec Industries, Inc. - (Property Sales & Tenant Representation)

Location: 1725 Shepherd Rd, Chattanooga, TN

Service Date Range: March 2021 – Present

Firm Name for Contact Person: Astec Industries, Inc.

Name of Contact Person: Mr. Steve Anderson

Telephone Number for Contact Person: 423-240-9610

Email Address (required): sanderson@astecindustries.com

REFERENCE

Name of Project: US Xpress, Inc. - (Building Sales – Land Sales – Tenant Representation)

Location: 4080 Jenkins Road, Chattanooga, TN

Service Date Range: January 2021 – Present

Firm Name for Contact Person: US Xpress, Inc.

Name of Contact Person: Mr. Nick Lemm

Telephone Number for Contact Person: 423-510-3419

Email Address (required): nlemm@usxpress.com

REFERENCE

Name of Project: Regions Bank - (Leasing - Building Sales –Property Acquisitions)

Location: 250 Riverchase Parkway, Suite 300, Birmingham, AL

Service Date Range: April 2009 – November 2018

Firm Name for Contact Person: Regions Bank

Name of Contact Person: Mr. Keith Pressley

Telephone Number for Contact Person: 205.317.9927

Email Address (required): keith.pressley@regions.com

WilsonSteele

municipal transactions on behalf of The City of Chattanooga. During

REFERENCE

Name of Project: Innovation Center (Leasing – Investment Sale)

Location: 130 Innovation Drive, Cleveland, TN

Service Date Range: December 2022 – Present

Firm Name for Contact Person: Spring Branch LLC

Name of Contact Person: Mr. Bob McCallie

Telephone Number for Contact Person: 865-679-1642

Email Address (required): bobmccallie@tateandmccallie.com

REFERENCE

Name of Project: 1000 Sequoyah - (Leasing – Property Management – Project Management)

Location: 1000 Sequoyah, Soddy Daisy, TN

Service Date Range: December 2022 – Present

Firm Name for Contact Person: Valerie Matrat

Name of Contact Person: Ms. Valentine Matrat

Telephone Number for Contact Person: 408-480-5792

Email Address (required): valentinem@google.com

WilsonSteele

PRICE PROPOSAL 30

CONFIDENTIALITY

During transaction activities, Wilson Steele will not disclose the City’s role in the transaction (ie: as the buyer or lessee) without the City’s consent.

ADDITIONAL A LA CARTE SERVICES OFTEN ASSOCIATED WITH ACQUISITIONS

Wilson Steele may be requested to provide Financial Advisory Services that may include, but not be limited to, the sale/leaseback or lease/leaseback of owned facilities, bondable net leases, the structuring of joint ventures, public/ private partnerships.

Wilson Steele’s compensation for any such Financial Advisory Services shall be:

1) A market-based compensation schedule determined by mutual agreement once the scope of work has been defined, and

2)Funded through transaction proceeds (third-party landlord’s or financing arrangements) so as to eliminate or reduce out-ofpocket costs.

Should the City wish to consider additional Wilson Steele services, including Asset Services, Facilities Management, Capital Markets,Workplace Consulting, Project Management, Move Management, Sustainability, Appraisal, and Construction Management, or others mentioned in this proposal, CBRE will develop a program that matches the City’s needs and provide relevant pricing that isopen-book and transparent.

WilsonSteele