NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES 2021 CBRE CAPITAL MARKETS
NATIONAL LOAN& PORTFOLIO SALE ADVISORSCAPABILITIES
2021
CBRE CAPITAL MARKETS
Proven PerformanceExperience by Numbers
• More than $32 Billion in closed loan & real estate portfolio sale transactions
• Loan sales range from individual credits of less than $1 Million to single assets over $500 Million
• Portfolio sales of real estate and mortgage loans range from $100 Million to $2.6 Billion in value/unpaid principal balance
• Over 20 years of secondary market loan sale experience
CBRE’s National Loan & Portfolio Sale Advisors (the “Team”) is a specialtyCapital Markets group dedicated to creating innovative investment dispositionand portfolio restructuring strategies for institutional lenders, special servicers,corporate occupiers, and various investor types.
Our transactions range from individual loan and REO sales to multi-billion dollarportfolios consisting of mortgage loans and/or commercial real estate. Productexpertise covers all asset types located in every market throughout North America.
Led by Patrick Arangio & Jack Howard in New York City and Kurt Altvater in SanFrancisco, the key principals of the group have been responsible for over $32Billion in sales, including over $16 Billion closed since 2013. Our Team has beenselling mortgage loans on the secondary market for over 20 years.
As part of our process, we integrate the most experienced CBRE sales/leasing/finance professionals from over 200 core and affiliate offices across the country,specifically selected for their expertise in both asset class and geographic location.This collaboration consistently yields the highest pricing and investor participationin the market - resulting in the most efficient execution for our clients.
Hotel Resort in Irving, TX$2.5B Commercial Loan & REO Portfolio
CAPABILITIES OVERVIEW
2 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
Backed by two decades of highly specialized experience, our Teamfocuses on the valuation and sale execution of commercial mortgageloans in the secondary market, as well as dispositions of large nationalreal estate portfolios. A sampling of product types that fall under ourexpertise is depicted in the adjacent graphic.
Expanding Advisory ServicesIndividual Loans and Loan & Real Estate Portfolios
Multifamily in Santa Barbara, CA$20M Performing Small Balance Loan Portfolio
SERVICES OVERVIEW
Sub Performing Portfolios Non
Performing Loans
Strategic Real Estate Portfolios
REOPortfolios
Performing Loans
EXPANDING ADVISORY SERVICES
3 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
CBRE is the worldwide leader in real estate services, completing thousandsof successful assignments each year for all industry types and clientele.The National Loan & Portfolio Sale Advisors team’s unique ability toefficiently tap into the expertise and thought capital from distinguishedbusiness lines within the CBRE wheelhouse distinctly sets us apart fromour competitors. There is simply no other firm that can duplicate CBRE’sknowledge and talent base.
Collaborative Multi-Disciplinary TeamNational Loan & Portfolio Sale Advisors
Retail in Rancho Mirage, CA$290M Performing Floating Rate Loan Portfolio
CBRE TEAM:BUILD ON ADVANTAGE
Global Research
Investment Sales Leasing
Loan Services
Valuation& AdvisoryServices
NATIONAL LOAN AND PORTFOLIO SALE ADVISORS
Debt & Structured
Finance
Financial Consulting
Group
4 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
EXPERIENCE: NOTABLE ASSIGNMENTS
$1.1B Office, Retail & Multifamily REO PortfolioOffice in Atlanta, GA
Seller Sale Description Size
Special Servicer $2.5B Commercial Loan & REO Portfolio 67 Assets
Credit Company $2.3B Performing Loan Portfolio 347 Assets
Special Servicer $1.3B Commercial Loan & REO Portfolio 57 Assets
Foreign Govt Agency $1.2B Commercial Loan & Sub-Debt Portfolio 15 Assets
National Bank $1.2B Small Balance Loan Portfolio (Multiple Sales) 818 Assets
Special Servicer $1.1B Office, Retail & Multifamily REO Portfolio 13 Assets
Foreign Bank $814M Hotel, Condo Inventory, Office & Retail Loan Portfolio 14 Assets
Private Equity $600M Commercial Real Estate Portfolio 45 Assets
Mortgage REIT $541M Performing Floating Rate Loan Portfolio 10 Assets
Special Servicer $376M Commercial & Multifamily Loan & REO Portfolio 11 Assets
Foreign Bank $300M Performing Floating Rate Loan Portfolio 5 Assets
Debt Fund $290M Performing Floating Rate Loan Portfolio 9 Assets
National Bank $278M Performing Small Balance Multifamily Loan Portfolio 692 Assets
Govt Agency $272M Performing Small Balance Multifamily Loan Portfolio 251 Assets
National Bank $171M Nonperforming Land Loan 1 Asset
Corporate Occupier $145M Industrial Redevelopment Portfolio with Sale Leasebacks 33 Assets
Bank Consortium $140M Nonperforming Multifamily Loan 1 Asset
Private Equity $109M Nonperforming Small Balance Portfolio 72 Assets
Foreign Bank $104M Subperforming Loan Portfolio 5 Assets
Foreign Bank $91M Nonperforming Hospitality Loan 1 Asset
Investment Bank $84M Multifamily Small Balance Portfolio 95 Assets
Private Equity $77M Suburban Office Real Estate Portfolio 7 Assets
Private Equity $75M Performing Small Balance Loan Portfolio 133 Loans
Investment Bank $67M Performing Commercial Small Balance Portfolio 141 Assets
Insurance Company $41M Performing Commercial Loan Portfolio 14 Assets
5 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
EXPERIENCE: RECENT TRANSACTIONS
$290M Performing Floating Rate Loan Portfolio9 Loans | 6 States | Retail, Multifamily, Office & Hotel
$50M Small Balance Multifamily Loan Portfolio 115 Loans | 30 States
$22M Performing Fixed Rate Loan Portfolio 3 Loans | Retail and Hotel
$21M Nonperforming LoanFull-Service Convention Center Hotel | NY
$59M Nonperforming Retail LoanRegional Shopping Mall | CA | ±690,000SF
$150M Industrial Redevelopment Site PortfolioCA & TX | 33 Assets with Sale Leaseback Options
$814M Floating Rate Loan Portfolio14 Loans | Hotel, Condo Inventory, Office & Retail
$98M Preferred Equity PositionSecured by Portfolio of 39 Industrial AssetsNationally
$40M Subperforming Floating Rate LoanOH & IL | Hotel
7 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
EXPERIENCE: KEY CLIENTS
The Team has partnered with a wide range of institutional clients, tackling capital markets’ most complex portfolio restructuring& disposition challenges to date.
Allstate Life Insurance AT&T
Bank of America BarclaysBayview Financial BlackRock Blackstone BrookfieldCaisse de dépôt / Otéra Capital Capital Source
CIBCCIGNACIM Group Citigroup Colony Capital Credit Suisse CWCapital
Deutsche Bank EquiTrust Life Fannie MaeFederal Reserve Bank of NY Five Mile Capital Partners FMS Wertmanagement Fortress Capital
Freddie MacGarrison Investment Group GE CapitalGoldman Sachs Guggenheim Hartford Life HUD
Hudson AdvisorsINGJPMorgan Chase
KeyBank LNRLone Star Funds M&I Bank Macquarie Bank Madison CapitalMetropolitan Life Insurance Morgan Stanley
NAMANATIXIS RE Capital Nomura Securities, Inc. NorthStarOaktree Capital ORIX Capital Markets PIMCOPetra Capital PNC Bank
Prime Finance Partners Principal Life InsurancePrudential Mortgage Capital Company RBS CitizensRegions BankRoyal Bank of Canada Societe Generale StarwoodTalmage TIAA-CREFTorchlight True North UBSUnion Bank US Bank Varde Partners Wells Fargo
DEBT FUNDS
MORTGAGE REITs
SPECIAL SERVICERS INSURANCE COMPANIES
OTHERS
BANKS
INVESTMENT MANAGEMENT ADVISORS
GOVERNMENT AGENCIES
10 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
THE TEAM: NEW YORK, SAN FRANCISCO & DALLAS
In over 20 years, the Team has completed over $32 Billion in aggregate sales, setting new industry records nationally.
PATRICK ARANGIOVice Chairman
[email protected] +1 212 895 0926
CHRIS McCLAINVice President
[email protected] +1 214 647 8320
JACK HOWARDExecutive Vice [email protected]
T +1 212 895 0920
KURT ALTVATERSenior Vice President
[email protected] +1 415 772 0448
GRAHAM SHUEProduction Analyst
[email protected] +1 212 895 0979
JOANNE AUCapital Markets Senior Manager
[email protected] +1 212 895 0971
CARLA AGNITEOperations Coordinator [email protected] +1 212 984 6579
RYAN LANEProduction Analyst
[email protected] +1 212 895 0948
JENNIFER LYDONProduction Analyst
[email protected] +1 408 368 5750
11 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
$163.6BCAPTITAL MARKETS NATIONWIDE*
CBRE WORLDWIDE STATISTICS 2019
$264B+Sales
Volume
$58B+FinancingVolume
19,650Global Capital Markets
Sales Transactions
100,000+Employees Worldwide
530+Offices in 100+ Countries
#1Brokerage Firm
14 Years in a Row
4,234Properties
Sold
2,301Deals
Financed
68Locations
762Capital Markets Professionals
CBRE CAPITAL MARKETS
NATIONAL STATISTICS 2019
Debt & Structured Finance
Provides debt and structured financing to developers and ownersfor all property types.Originates fixed-rate & floating, construction, standby & participatingloans and joint ventures.
Investment Properties
Provides services for single assets and/or multi-market portfolios for all property types.Leader in the acquisition and disposition of income-producing properties for third-party owners.
CBRE GLOBAL PLATFORM
INVESTMENT SALES & BUYER REP
$98.0BDEBT & STRUCTURED FINANCE
$50.1B
Source: Real Capital Analytics and CBREStatistics*Includes deals $2.5M+ and $15.54B buyer rep Rev. 04/2020
12 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
PATRICK ARANGIOVice Chairman [email protected]+1 212 895 0926
JACK HOWARDExecutive Vice [email protected]+1 212 895 0920
KURT ALTVATERSenior Vice President [email protected]+1415 772 0448
CHRIS McCLAINVice President [email protected]+1 214 647 8320
JOANNE AUCapital Markets Senior Manager [email protected]+1 212 895 0971
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