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NATIONAL LOAN & PORTFOLIO SALE ADVISORSCAPABILITIES2020
CBRE CAPITAL MARKETS
Proven Performance Experience by Numbers
• More than $30 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 specialty Capital Markets group dedicated to creating innovative investment disposition and 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 dollar portfolios consisting of mortgage loans and/or commercial real estate. Product expertise 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 San Francisco, the key principals of the group have been responsible for over $30 Billion in sales, including over $15 Billion closed since 2013. Our Team has been selling 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 participation in 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 Team focuses on the valuation and sale execution of commercial mortgage loans in the secondary market, as well as dispositions of large national real estate portfolios. A sampling of product types that fall under our expertise 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
SubPerformingPortfolios Non
Performing Loans
Strategic Real Estate Portfolios
REO Portfolios
Performing Loans
EXPANDINGADVISORY SERVICES
3 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
CBRE is the worldwide leader in real estate services, completing thousands of successful assignments each year for all industry types and clientele. The National Loan & Portfolio Sale Advisors team’s unique ability to efficiently tap into the expertise and thought capital from distinguished business lines within the CBRE wheelhouse distinctly sets us apart from our competitors. There is simply no other firm that can duplicate CBRE’s knowledge 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 & Advisory
Services
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 Portfolio Office 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
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
Special Servicer $65M Nonperforming Office Loan 1 Asset
Insurance Company $41M Performing Commercial Loan Portfolio 14 Assets
5 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
EXPERIENCE: RECENT TRANSACTIONS
$290M Performing Floating Rate Loan Portfolio 9 Loans | 6 States | Retail, Multifamily, Office & Hotel
$50M Small Balance Multifamily Loan Portfolio115 Loans | 30 States
$43M Performing Multifamily Loan Portfolio77 Loans | 28 States
$20M Performing Small Balance Loan Portfolio 38 Commercial & Multifamily Loans | California
$59M Nonperforming Retail Loan Regional Shopping Mall | Northern CA | ±690,000 SF
Industrial Redevelopment Site Portfolio CA & TX | 33 Assets with Sale Leaseback Options
$276M Performing Loan Portfolio23 Loans | Multifamily, Storage, Office, Retail & Hotel
$98M Preferred Equity PositionSecured by Portfolio of 39 Industrial Assets Nationally
Marketing
$141M Performing Floating Rate Portfolio3 Portfolio Loans Nationally | Multifamily & Hotel
Marketing Marketing
6 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
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 Alvarez & MarsalBank of AmericaBarclaysBayview FinancialBlackRockBlackstoneBrookfieldCaisse de dépôt / Otéra CapitalCapital SourceCIBCCIGNACIM GroupCitigroupColony CapitalCredit SuisseCWCapital
Deutsche Bank EquiTrust LifeFannie Mae Federal Reserve Bank of NY Five Mile Capital Partners FMS Wertmanagement Fortress Capital Freddie Mac Garrison Investment GroupGE Capital Goldman Sachs Guggenheim Hartford Life HUD Hudson Advisors ING JPMorgan Chase
KeyBank LNR Lone Star Funds M&I Bank Macquarie Bank Madison Capital Metropolitan Life Insurance Morgan Stanley NAMA NATIXIS RE Capital Nomura Securities, Inc. NorthStar Oaktree CapitalORIX Capital Markets PIMCO Petra CapitalPNC Bank
Prime Finance Partners Principal Life Insurance Prudential Mortgage Capital Company Prudential Securities RBS Citizens Royal Bank of Canada Societe Generale StarwoodTalmage TIAA-CREF TorchlightTrue NorthUBSUnion BankUS Bank Varde PartnersWells Fargo
DEBT FUNDS
MORTGAGE REITs
SPECIAL SERVICERS INSURANCE COMPANIES
OTHERS
BANKS
INVESTMENT MANAGEMENT ADVISORS
EXPERIENCE: KEY CLIENTS
GOVERNMENT AGENCIES
7 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
In over 20 years, the Team has completed over $30 Billion in aggregate sales, setting new industry records nationally.
PATRICK ARANGIO
Vice [email protected]
T +1 212 895 0926
CHRIS McCLAIN Vice President
[email protected] T +1 214 647 8320
JACK HOWARD
Executive Vice [email protected]
T +1 212 895 0920
KURT ALTVATERSenior Vice President
[email protected] T +1 415 772 0448
GRAHAM SHUEProduction Analyst
[email protected] T +1 212 895 0979
JOANNE AUCapital Markets Senior Manager
[email protected] T +1 212 895 0971
CARLA AGNITEOperations [email protected] T +1 212 984 6579
RYAN LANEProduction Analyst
[email protected] T +1 212 895 0948
JENNIFER LYDONProduction Analyst
[email protected] T +1 408 368 5750
THE TEAM: NEW YORK, SAN FRANCISCO & DALLAS
8 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
$163.6BCAPTITAL MARKETS NATIONWIDE*
CBRE WORLDWIDE STATISTICS 2019
$264B+
Sales Volume
$58B+
Financing Volume
19,650 Global Capital Markets
Sales Transactions
100,000+
Employees Worldwide530+
Offices in 100+ Countries
#1
Brokerage Firm 14 Years in a Row
4,234
Properties Sold
2,301 Deals
Financed
68 Locations
762 Capital Markets Professionals
CBRE CAPITAL MARKETS
NATIONAL STATISTICS 2019
Debt & Structured Finance
Provides debt and structured financing to developers and owners for all property types.Originates fixed-rate & floating, construction, standby & participating loans 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
$98.0BINVESTMENT SALES & BUYER REP
$50.1BDEBT & STRUCTURED FINANCE
Source: Real Capital Analytics and CBRE Statistics *Includes deals $2.5M+ and $15.54B buyer rep Rev. 04/2020
9 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
10 | NATIONAL LOAN & PORTFOLIO SALE ADVISORS CAPABILITIES
PATRICK ARANGIO Vice [email protected] +1 212 895 0926
KURT ALTVATERSenior Vice [email protected] +1415 772 0448
JOANNE AUCapital Markets Senior [email protected] +1 212 895 0971
JACK HOWARD Executive Vice [email protected] +1 212 895 0920
CHRIS McCLAIN Vice [email protected] +1 214 647 8320
© 2020 CBRE, Inc. All rights reserved. This information has been obtained from sources believed reliable, but has not been verified for accuracy or completeness. You should conduct a careful, independent investigation of the property and verify all information. Any reliance on this information is solely at your own risk. CBRE and the CBRE logo are service marks of CBRE, Inc. All other marks displayed on this document are the property of their respective owners. Photos herein are the property of their respective owners. Use of these images without the express written consent of the owner is prohibited.
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