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NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES 2021 CBRE CAPITAL MARKETS
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NATIONAL LOAN & PORTFOLIO SALE ADVISORS

Oct 16, 2021

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Page 1: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

NATIONAL LOAN& PORTFOLIO SALE ADVISORSCAPABILITIES

2021

CBRE CAPITAL MARKETS

Page 2: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 3: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 4: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 5: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 6: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 7: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 8: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

Page 9: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

$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

Page 10: NATIONAL LOAN & PORTFOLIO SALE ADVISORS

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

© 2021 CBRE, Inc. All rights reserved. This information has been obtained from sources believed reliable, but has not been verifiedfor accuracy or completeness. You should conduct a careful, independent investigation of the property and verify all information. Anyreliance on this information is solely at your own risk. CBRE and the CBRE logo are service marks of CBRE, Inc. All other marksdisplayed on this document are the property of their respective owners. Photos herein are the property of their respective owners. Useof these images without the express written consent of the owner is prohibited.

PRINCIPAL CONTACTS