cbre capital markets debt & structured finance

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C B R E C A P I TA L M A R K E T S

C A P A B I L I T I E S O V E R V I E W

DEBT & STRUCTURED FINANCE

1 | CAPABILITIES OVERVIEW

❮❮ ❮❮CBRE DSF OVERVIEW CBRE OVERVIEWEXPERIENCE MEET THE TEAMTEAM CAPABILITIES

TEAM OVERVIEW

The CBRE Capital Markets Debt & Structured Finance Group is truly a production team, providing expertise across all property types and capital structures while concurrently offering clients the benefits of specialization within each property sector. Our multi-disciplined team is comprised of six highly experienced production professionals with a track record of efficiently meeting clients’ debt, equity and structured finance requirements.

We view each financing opportunity as a chance to serve as a trusted capital advisor focused on maximizing the value of our clients’ real estate investments by not only achieving the best financing available in the marketplace, but also by presenting capital solutions customized specifically to meet our clients’ short-and long-term strategic goals and objectives.

As a part of CBRE, the team also has access to the vast resources of the CBRE platform, including investment sales, marketing, valuations, research, property management, and leasing. By leveraging our company’s national platform, we are able to expose each asset to the maximum amount of capital sources while providing those sources the best market knowledge.

Our experience and access to market data and capital sources allow us to focus on meeting each client’s specific capital needs. As a result, our Debt & Structured Finance team is recognized as one of the top teams in the country.

2015 YEAR END

$1,149 MILLION TOTAL TRANSACTIONS

104TRANSACTIONS

FINANCED ALL MAJOR PROPERTY TYPES

OFFICE, INDUSTRIAL, RETAIL, MULTIFAMILY, MANUFACTURED HOUSING, MIXED USE AND

SPECIAL PURPOSE


❮❮ ❮❮CBRE DSF OVERVIEW CBRE OVERVIEW MEET THE TEAMTEAM CAPABILITIES EXPERIENCE

CASE STUDIES

MESA RANCH RANCHO TEMECULA TOWN CENTER

CHALLENGE

A major tenant at had backed out of its previously agreed upon lease at this Hispanic grocery anchored retail center, rendering the asset unstable at 45% occupancy. Buyer/Borrowers wanted to hedge the ensuing interest rates through a permanent debt placement, with the option to upsize the loan once the property achieved stabilized tenancy.

SITUATION

We successfully arranged staged funding through a life insurance company. Borrower was able to lock long-term interest rates based on initial tenancy for the first stage of funding, with the option for additional fixed-rate, long-term financing upon the stabilization of tenancy.

RESULTS

The Borrower was able to hedge interest rates with an initial funding, while the subject property achieved leasing stabilization and the Borrower was then able to obtain the second part of the staged funding so that the subject had the proper leverage balance. Both loans have long term fixed interest rates with co-terminus maturities.

CHALLENGE

The property was purchased at the lowest cap rate in the Inland Empire. CBRE had to engineer a financing vehicle that would provide positive leverage for the Buyer/Borrower.

SITUATION

We maximized competition between more than 50 various Lenders (Life Companies, Com-mercial Banks and Commercial Mortgage Banks) by collaborating with CBRE’s National Retail Investment Group.

RESULTS

Leveraging CBRE’s deep-rooted access to capital, we successfully arranged $28 Million in fixed-rate financing through a Life Company correspondent. We achieved the most competitive financing structure available with interest only payments for the entire 12 year loan term. GEMSA Loan Services, a CBRE affiliate, will service the loan and we will remain involved as needed throughout the term of the loan.



CASE STUDIES

WILLOW OAK ESTATES

CHALLENGE

In 2013, CBRE was tapped to arrange long-term, fixed interest rate financing for the acquisition of “Willow Oak Estates.” Constructed in 1988 but expanded in 2007, the 4-star family community had yet to achieve stabilized tenancy.

SITUATION

We took strategic steps to get Lenders comfortable with the asset’s in-place income and the Buyer/Borrower’s strength, real estate knowledge and experience. Our comprehensive, intelligence-driven approach allowed us to structure a competitive, 25-year-term financing solution with 10-year rate adjustments through a life insurance company.

RESULTS

Our client was able to leverage a competitive market interest rate at acquisition, as well as afforded the opportunity to refinance the property – without penalty – every 10 years.

ASM BUILDING

CHALLENGE

Our client needed to solve for the upcoming maturation of a loan tied to their ownership of this large, single-tenant industrial building, with a specialized build-out. The client (Owner/Borrower) needed to determine whether to sell the building or refinance the loan. The building’s tenant was Investment Grade and had approximately 10 years left on its lease.

SITUATION

We brought CBRE Capital Markets’ Investment Sales Group and, by integrating our two perspectives CBRE collectively determined it would be best to sell the asset as a 1031 exchange, directing the proceeds into several NNN replacement properties. To this successful end, we provided three separate loans on the three NNN exchange properties.

RESULTS

We eliminated our client’s exposure to risk and maximized his ownership return with a successful exchange disposition of the ASM building; all the result of our firm’s collaborative capitalization on market/tenant realities.



DEALS LIST

PROPERTY NAME PROPERTY TYPE LOCATION SIZE LENDER TYPE LOAN TYPE TERM AMORTIZATION LOAN AMOUNT

$40 MILLION + CLOSED LOANS

Alameda Towne Centre Retail Alameda, CA 595,352 SF Life Company Permanent 10 years 2 years I/O 30 years $111,375,000

Arizona Portfolio Office & Retail Phoenix, AZ 200,000 SF Pension Fund Equity 10 years N/A $100,000,000

University of Phoenix Headquarters Office Phoenix, AZ 599,663 SF CMBS Permanent 5 years Full term I/O $91,500,000

ANC District Retail Henderson, NV 212,593 SF CMBS Permanent 10 years 30 years $70,000,000

Phoenix Gateway Office Phoenix, AZ 427,603 SF Debt Fund Bridge 3 years Full term I/O $60,000,000

Flynn Gallagher Corporate Centre Office Las Vegas, NV 321,041 SF CMBS Permanent 10 years 30 years $57,750,000

Pavillions Retail Scottsdale, AZ 1,060,950 SF CMBS Permanent 10 years 30 years $57,000,000

Wal-Mart Distribution Industrial Riverside, CA 507,000 SF Pension Fund Permanent 7 years Full term I/O $55,000,000

Esplanade III Office Phoenix, AZ 218,266 SF Life Company Permanent 7 years Full term I/O $52,500,000

Petsmart World Headquarters Office Phoenix, AZ 365,672 SF Life Company Permanent 10 years Full term I/O $51,250,000

Skysong Office Scottsdale, AZ 289,645 SF CMBS Permanent 10 years5 years I/O 30 years $46,250,000

Kierland Office Building Office Scottsdale, AZ 258,312 SF Bank Floating 5 years Full term I/O $43,450,000



DEALS LIST (CON’T)


$10 MILLION TO $40 MILLION

DHL Office Scottsdale, AZ 215,126 SF CMBS Permanent 10 years 30 years $32,000,000

Shutterfly Industrial Tempe, AZ 237,000 SF Credit Company Permanent 10 years 25 years $30,000,000

Papago Arroyo Office Tempe, AZ 219,503 SF CMBS Permanent 10 years 30 years $29,250,000

Camelback Square Office & Retail Scottsdale, AZ 174,917 SF Bank Floating 3 years Full term I/O $26,568,000

Copper Creek Apartments Multifamily Las Vegas, NV 368 units CMBS Permanent 10 years 30 years $24,000,000

Pageantry West Office Las Vegas, NV 105,583 SF CMBS Permanent 10 years 30 years $16,400,000

FedEx Virginia Industrial Hampton, VA 198,839 SF Life Company Permanent 20 years 20 years $16,000,000

Diamond Creek Retail Diamond Bar, CA 121,788 SF Bank Permanent 10 years 25 years $15,000,000

Tuscany at McCormick Ranch Multifamily Scottsdale, AZ 73 units CMBS Permanent 10 years 30 years $14,000,000

GE Engine Facility Industrial Batesville, MS 300,000 SF Life Company Permanent 10 years 10 years $12,000,000

Ford Motor Credit Office Henderson, NV 111,630 SF Life Company Permanent 10 years 25 years $11,600,000

Centinela Medical Office Inglewood, CA 103,338 SF Life Company Permanent 15 years 15 years $11,000,000

Copper Palms Multifamily Phoenix, AZ 206 units CMBS Permanent 10 years 30 years $10,425,000

Ridgeview Shopping Center Retail Mesa, AZ 130,717 SF Life Company Permanent 10 years 25 years $10,000,000

Alicia Office Park Office Laguna Hills, CA 86,412 SF Debt Fund Bridge 4 years Full term I/O $10,000,000





$5 MILLION TO $10 MILLION

TECH Park VI Office Henderson, NV 85,132 SF Life Company Permanent 10 years 25 years $9,500,000

Clarendon Park Apartments Multifamily Phoenix, AZ 138 units HUD Permanent 35 years 35 years $9,008,000

Ross & Shops Retail Pomona, CA 48,422 SF Bank Permanent 13 years 25 years $8,590,000

Verrado Office & Retail Buckeye, AZ 66,085 SF Life Company Permanent 10 years 25 years $7,300,000

Best Buy & Gander Mountain Retail Scranton, PA 61,122 SF CMBS Permanent 10 years 30 years $6,900,000

24-Hour Fitness Special Purpose Huntington Beach, CA - Life Company Permanent 18 years 18 years $6,900,000

Northgate Plaza Retail Tucson, AZ 103,492 SF Life Company Permanent 15 years 20 years $6,700,000

Riverport Lakes Office St. Louis, MO 220,106 SF Life Company Permanent 25 years 25 years $6,500,000

Flats at Sky Village Multifamily Arvada, CO 104 units Bank Permanent 10 years 30 years $6,480,500

Hasley Canyon Mobile Estates

Manufactured Housing Castaic, CA 113 spaces CMBS Permanent 10 years 30 years $6,400,000

Tweeters Retail Center Retail Frisco, TX 33,663 SF CMBS Permanent 10 years 30 years $6,000,000

Reddy Ontario Medical Office Ontario, CA 51,523 SF Life Company Permanent 15 years 15 years $5,700,000

Securaplane Industrial Tucson, AZ 55,265 SF Life Company Construction / Perm 8 years 21 years $5,400,000





$5 MILLION OR LESS

Lincoln Sky Harbor Industrial Phoenix, AZ 127,013 SF Life Company Permanent 15 years 15 years $4,000,000

Southforke Pointe Retail Henderson, NV 20,147 SF Life Company Permanent 20 years 20 years $3,900,000

Vista del Rosa Manufactured Housing Apple Valley, CA 170 spaces Life Company Permanent 15 years 25 years $2,800,000

Walgreens Retail Norfolk, VA 14650 SF CMBS Permanent 10 years 30 years $3,100,000

Mesa Industrial Industrial Mesa, AZ 65,000 SF Life Company Equity 5 years N/A $3,000,000

Arrowhead Business Park Office Peoria, AZ 34,208 SF Life Company Permanent 10 years 25 years $3,000,000

Master Car Wash Special Purpose Tucson, AZ 23,350 SF Bank Construction / Mini-Perm 1 year / 5 years I/O during

construction $2,875,000

Gibson Palms Business Park Industrial Henderson, NV 75,508 SF Life Company Permanent 15 years 15 years $2,720,000

The Commons @ Superstition Office/Condo Mesa, AZ 75,000 SF Pension Fund Equity 2 years N/A $2,375,000

KPB West, LC Industrial Phoenix, AZ 52,656 SF Life Company Permanent 10 years 25 years $2,000,000

Chaparral Mobile Home Park

Manufactured Housing Yuma, AZ 64 spaces Life Company Permanent 25 years 25 years $1,400,000

Jack in the Box Special Purpose Dallas, TX - Bank Permanent 7 years 25 years $410,000



CLOSED DEAL MAP

$15 BILLION IN LOANS CLOSED THROUGHOUT 33 STATES

OREGON

WASHINGTON

ILLINOIS

IOWA

MISSOURI

MINNESOTA

WISCONSIN

INDIANA

MICHIGAN

KENTUCKY

TENNESSEE

IDAHO

NEVADA

UTAHCOLORADO

KANSAS

OKLAHOMA

NEBRASKA

ARIZONA

TEXAS

CALIFORNIANORTH

CAROLINA

VIRGINIA

SOUTHCAROLINA

NEW MEXICO

NEW YORK

PENNSYLVANIA

OHIO

FLORIDA

GEORGIAMISSISSIPPI

ALABAMA

HAWAII

CLOSED LOANS IN THESE STATES


❮❮ ❮❮CBRE OVERVIEWEXPERIENCE MEET THE TEAMTEAM CAPABILITIES CBRE DSF OVERVIEW

CBRE DEBT & STRUCTURED FINANCE

The high level of expertise and individual client commitment of CBRE Debt & Structured Finance is illustrated by the activity levels achieved during fiscal year 2015. During this period, Debt & Structured Finance professionals completed $39.4 billion in loan originations and loan sales and serviced $135 billion in loans on a national level. We are experienced in securing funding and servicing loans from $1 million and upwards for all property types.

Through correspondent relationships with numerous domestic and international investors, funding options are available to developers and owners of commercial properties worldwide, including:

• Fixed-rate and floating loans

• Construction loans

• Forward loans

• Standby loans

• Participating loans

The key to successful financing is effectively combining a consultative market perspective with innovative financing strategies. Our service cycle begins with a thorough and accurate situation analysis, followed by innovative strategy development and a focused implementation. With specific experience in office, industrial, multifamily, hotel and retail property financing, we consistently deliver optimal financing regardless of asset type.

DEBT & STRUCTURED FINANCE LOAN ORIGINATIONS BY DEAL SIZE3 TRAILING 12 MONTHS4

DEBT & STRUCTURED FINANCE LOAN VOLUME1 TRAILING 12 MONTHS2

Source: CBRE Capital Markets. 1Includes Loan Sales. 2(07/01/14-06/30/15). 3Includes Loan Sales and Property Sales.4(1/1/15-12/31/15)

20%

17%

32%

22%

5%4%

UP TO $5M

$5M TO $10M

$10M TO $25M

$25M TO $50M

$50M TO $100M

$100M+

Number of TransactionsLoan Activity

Number of Originations

$35

$30

$25

$20

$15

$10

$5

$0

$ Billi

ons

1,600

1,400

1,200

1,000

800

600

400

200

0‘97 ‘98 ‘99 ‘00 ‘01 ‘02 ‘03 ‘04 ‘05 ‘06 ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 TTM2



NATIONAL PRODUCTION STATISTICS

2015FY (JANUARY 2015-DECEMBER 2015)

45CLOSED DEALS

IN 45 OF 50 STATES139 banks

43 life company lenders

28 CMBS lenders

32 pension funds, private investors & REITs

48 other sources*

5,500LOANS

$135B+UNPAID PRINCIPAL

BALANCE

80+INVESTORS

CLOSED DEALS WITH SEPARATE CAPITAL SOURCES

$253M

$2.4B

LARGEST DEBT TRANS-ACTION

LARGEST LOAN SALE

NOTABLE FACTS

290+$1.7B

LARGEST PORTFOLIO DEBT TRANSACTION

GLOBALLOAN

SERVICING

*Other includes: Agencies, Credit Companies and other.



PRODUCTION SUMMARY | CAPITAL SOURCE


# DEALS VOLUME

AVG DEAL SIZE

% BY VOL

724 $12.7B $17.6M 32%

395 $7.2B $18.3M 18%

271 $5.6B $20.6M 14%

161 $2.9B $18.0M 7%

203 $5.3B $78.8M 13%

15 $5.7B $378.9M 14%

1Other Includes - Private Investor, Pension Funds/Advisors, Credit Co’s & REIT’s and Advisory & Consulting assignments

AGENCY

BANKS

LIFE COMPANIES

CMBS LENDERS

OTHER1

LOAN SALES



Notes: Excludes loan sales

# DEALS VOLUME AVG VOL % BY VOL

838 $18.7B $22.3M 56%

814 $12.4B $15.3M 37%

99 $ 2.4B $24.6M 7%

3 $ 0.1B $33.1M .03%

ACQUISITION

REFINANCE

CONSTRUCTION

OTHER

PRODUCTION SUMMARY | PURPOSE




Notes: Multifamily includes assisted living/seniors and condo. Other includes mixed use, special purpose, mini warehouse and mobile home.

# DEALS

2015 VOLUME

AVG DEAL SIZE

% BY VOL

2014 VOLUME

2013 VOLUME

MULTIFAMILY 1,054 $21.4B $20.3M 54% $14.2B $12.8B

OFFICE 209 $5.7B $27.1M 14% $6.0B $5.5B

INDUSTRIAL 166 $3.0B $17.8M 8% $1.6B $1.4B

RETAIL 215 $2.2B $10.4M 6% $2.1B $1.8B

OTHER 81 $0.9B $10.8M 2% $1.6B $1.0B

HOTEL 29 $0.5B $18.7M 1% $0.7B $0.4B

LOAN SALES 15 $5.7B $378.9M 14% $5.8B $2.5B

PRODUCTION SUMMARY | PROPERTY TYPE




PRODUCTION SUMMARY | DEAL SIZE


*Structured Finance includes construction, bridge, mezz and joint Venture equity assignments.

# DEALS

VOLUME

AVG VOLUME

% BY VOLUME

% BY COUNT

277

$7.0B

$25.2M

—

—

STRUCTURED FINANCE*

503

$ 1.4B

$ 2.7M

3.5%

28.4%

<$5M

276

$ 2.0B

$ 7.4M

5.2%

15.6%

$5M-$10M

503

$ 8.5B

$ 17.0M

21.7%

28.4%

358

$ 12.5B

$ 35.0M

31.8%

20.2%

105

$ 6.8B

$ 64.9M

17.3%

5.9%

24

$ 8.1B

$ 335.9M

20.5%

1.4%

$10M-$25M

$25M-$50M

$50M-$100M $100M+


❮❮ ❮❮CBRE DSF OVERVIEWEXPERIENCE MEET THE TEAMTEAM CAPABILITIES CBRE OVERVIEW

CAPITAL MARKETS OVERVIEW

PUTTING THE PLATFORM TO WORK

CBRE Capital Markets combines investment sales, advisory, financing and mortgage banking into a single, fully integrated global service offering. As the recognized worldwide leader in the real estate investment community, our clients have access to complete capital markets solutions anywhere around the globe through our unparalleled offerings in:

• The acquisition and disposition of income-producing properties and portfolios for third-party owners and corporate occupiers

• Debt and equity placement for all property types

• Entity-level mergers and acquisitions, capital raising, pre-IPO advisory and corporate level strategic valuations

This unique platform works to assure clients that all alternative recapitalization strategies are evaluated. When working with buyers of assets, optimal debt structures are often secured, enabling borrowers to obtain more loan proceeds at attractive terms and sellers to achieve better results. By combining investment sales with financing and mortgage banking solutions, investors are ultimately provided with maximum flexibility to achieve their capital needs.

CAPITAL MARKETS U.S. ACTIVITY BY PRODUCT TYPE FIRST HALF 2015

CBRE Capital Markets provides real estate funding and services to developers and owners of commercial real estate properties globally.

Source: CBRE Capital Markets

SALES FINANCING

$0.0 $5.0 $10.0 $15.0 $20.0 $25.0

Multifamily

Asset

Type

Loan Sales

Other

Hotel

Retail

Industrial

Office

$ Billions

$11.81

$13.08

$5.30

$3.19

$1.02

$1.89

$0.10

$1.38

$0.99

$0.21

$0.49

$2.35

$9.61



CORPORATE OVERVIEW

CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (in terms of 2014 revenue). The company has more than 52,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 372 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting. Whether it is a local, national or global assignment, CBRE applies insight, experience, intelligence and resources to help clients make informed real estate decisions. The many strengths that CBRE brings to each transaction include:

• An intimate knowledge of virtually every major market in the world

• Intellectual capital and technological resources that develop and deliver superior analytical, research and client service tools to its professionals

• A proven track record of meeting diverse client needs

• Leadership positions in all service lines

• An organizational structure that harnesses the firm’s collective expertise

GLOBAL BROKERAGE RANKINGS ALL PROPERTY TYPES* FIRST HALF 2015

Source: Real Capital Analytics. *Based on independent reports of properties and portfolios $10 million and greater.

$ Billi

ons

$60.0

$50.0

$40.0

$30.0

$20.0

$10.0

$0.0

Colliers International

Cushman & Wakefield

Eastdil Secured

Jones Lang LaSalle

$53.5

$37.0

$33.9

$15.4$12.5

2012: Wall Street Journal cites CBRE as the best real estate brand

2013: CBRE acquires Norland Managed Services Ltd, the leading provider of building technical engineering services in the U.K. and Ireland

2014: CBRE voted Fortune’s most admired real estate services company for the fourth consecutive year

2015: CBRE acquired Global Workplace Solutions (GWS) from Johnson Controls. GWS is a leading provider of integrated facilities management solutions on a global basis

2007: Company pledges to become carbon-neutral—making CBRE the first commercial real estate services company to announce such a goal

2008: Firm becomes first real estate services company ever included among the Fortune 500

2011: CBRE becomes the first global real estate services company to achieve carbon neutrality

CBRE acquires ING’s investment management business in Europe and Asia

1906

Founded in San Francisco

Company expands both its service portfolio and geographic coverage to become a full-service provider with a growing presence in all major U.S. markets

National accounts program is established

Torto Wheaton Research is acquired— later becomes known as CBRE Econometric Advisors (CBRE-EA)

1970s and 1980s

First global outsourcing client is secured; company moves aggressively to accelerate growth and cultivate global capabilities to meet client demands

CBRE Global Investors is formed as the company’s investment management subsidiary

L.J. Melody & Company is acquired—later becomes known as CBRE Debt & Structured Finance

Acquires leading firms to increase service offerings and becomes first real estate services firm with a platform to deliver global real estate services

1990s

2003: CBRE becomes the largest commercial real estate services leader

2004: Firm completes initial public offering and begins trading its Class A Common Stock on the New York Stock Exchange

2005: Recognized as Fortune 1000 Company, the only commercial real estate firm on the distinguished list

2006: CBRE merges with Trammell Crow Company to create a real estate services firm with unprecedented scale, scope and service offerings

2000s

CBRE now possesses the most comprehensive service offering, broadest geographic reach, sharpest market intelligence and brightest talent in the industry

CBRE TODAY



Countries a Offices b

COVERAGE

TRANSACTIONS

SALES LEASING

Employees c

ValueTransactions ValueTransactions$284.9B

37244 5 2 0 0,

20,975 $108.0B60,000$176.9B

6,600 Sales & Leasing Professionals d

TOTAL TRANSACTION VALUE

3.7B SF 134,525$33.8B $144.7B $90.6B $5.4B $40.6B

Property & Corp Facilities

Managed e

Valuation & Advisory

Assignments

LoanOriginations f

LoanServicing g

InvestmentAssets UnderManagement

Developmentin Process h

ProjectManagement

Contract Value i

a. excludes 20 countries covered by affiliate officesb. excludes 90 affiliate offices c. excludes approximately 4,275 affiliate employeesd. excludes affiliate sales & leasing professionals; includes approximately 125 mortgage brokerage professionalse. includes 0.2 billion sq. ft. managed by affiliate officesf. includes loan sale advisoryg. includes loans serviced by GEMSA, a joint venture between CBRE Capital Markets and GE Capital Real Estateh. includes $0.3 billion of Long-Term Operating Assets (projects that have achieved a stabilized level of occupancy or have been held 18-24 months following shell completion or acquisition)i. includes $23.9 billion of projects that were in process as of December 31, 2014

CBRE’S CAPABILITIES EXTEND BROADER AND DEEPER

THAN ANY OTHER REAL ESTATE SERVICES PROVIDER, OFFERING UNPARALLELED TOOLS

AND RESOURCES, LEVERAGE, CREDIBILITY, MARKET

COVERAGE AND LOCAL EXPERTISE.


❮❮ ❮❮CBRE DSF OVERVIEW CBRE OVERVIEWEXPERIENCETEAM CAPABILITIES MEET THE TEAM

RESUMES

PROFESSIONAL EXPERIENCE

In his current position as a Vice Chairman for CBRE Capital Markets, Mr. Francis arranges and places debt and equity on commercial real estate projects across North America, including Hawaii. He also is the Western Region Manager for CBRE’s Debt and Structured Finance Division which includes the offices located in Seattle, Portland, San Francisco, San Jose, Sacramento, Los Angeles, San Diego, Newport Beach, Salt Lake City, Las Vegas, Phoenix, Tucson, and Albuquerque.

Mr. Francis has a broad range of experience in the origination, structuring, placement, closing, and servicing of commercial real estate debt and equity for life insurance companies, pension funds, banks, government sponsored enterprises (Fannie Mae & Freddie Mac), and Wall Street sources (CMBS). He has been actively involved with debt and equity financing since 1983 and has been a multi-year Top Producer and Top-10 Producer for CBRE Capital Markets Debt & Structured Finance Division, and is a multiple year recipient of the Colbert Coldwell Circle Award of CBRE. Bruce was also the recipient of the Capital Markets Debt and Structured Finance Division President’s Award in 2014, recognizing his contributions to the Debt and Structured Finance Division and the Capital Markets Group as a whole. Mr. Francis is a member of CBRE’s Institutional Properties Group and is also the designated representative of CBRE Capital Markets for several of the Company’s life insurance company correspondency relationships.

Mr. Francis joined Eberhardt Company in the summer of 1997 as part of Eberhardt’s acquisition of Kennelly Mortgage & Investment, Inc. where he eventually became a Principal and its President (1987-1997), responsible for originating, packaging and supervising the closing of permanent, construction, and equity financing of commercial real estate. Eberhardt Company was then acquired by L.J. Melody & Company (now CBRE Capital Markets) in 1999. Additionally, his extensive finance and real estate experience includes prior activities with Century Bank/Century Bank Realty (Vice President Asset Recovery), Merrill Communications, Inc./Merrill Properties (CFO), and Contempo Construction & Realty Co. (Vice President).

EDUCATION

• Arizona State University, Master of Business Administration, Finance

• Arizona State University, Bachelor of Science, Marketing – graduated Magna Cum Laude

• Extensive studies in Japanese language and Asian history; Bilingual - Japanese

BRUCE FRANCISVICE CHAIRMAN

Lic. BK-0018505T +1 602 735 1781F +1 602 735 [email protected]



RESUMES


Mr. Summers joined CBRE Capital Markets in 2000. He comes to CBRE Capital Markets with several years of Finance and Sales experience from the Consumer Lending arena, where he served as a Branch Manager for AmeriCredit Financial Services and Western Regional Sales Manager for Emerald First Financial.

In his current position as a Vice President for CBRE Capital Markets, Mr. Summers arranges and places debt and equity on commercial real estate projects across North America.

Mr. Summers has sixteen years of experience in the origination, structuring, placement, closing and servicing of Commercial Real Estate debt and equity for Life Insurance Companies, Pension Funds, Banks, Government Sponsored Enterprises (Fannie Mae & Freddie Mac) and Wall Street sources (CMBS). Dana has placed several billion dollars in real estate debt and equity with these various financial institutions over his tenure. Mr. Summers and his team have earned several awards given their top production, such as Top Team in 2004 and 2005, and one of the Top 10 producing teams in the company each year since 2000. He was a member of the Lippincott Circle in 2005 and 2006, based on his production. Most recently, Mr. Summers was awarded the Top Team Member designation for the Phoenix office.

EDUCATION

• Arizona State University, Bachelor of Sciences – Finance

DANA SUMMERVICE PRESIDENT

Lic. SA-540819000T +1 602 735 1780F +1 602 735 [email protected]



RESUMES


Mr. Ybarra supports the team’s deep reach and diverse, yet focused expertise with more than 17 years of underwriting experience. He has closed more than $5 billion in successful debt and equity transactions. After joining CBRE Capital Markets with the L.J. Melody & Company’s 1999 acquisition of the Eberhardt Company, Mr. Ybarra forged such an impressive underwriting track record throughout Phoenix and Las Vegas that he ultimately opened CBRE’s Las Vegas office – where he currently works with clients on everything from loan originations and extensions, to advanced fundings, discounted payoffs and amortization reschedulings.

Mr. Ybarra is one of the only mortgage brokers within the CBRE network to essentially specialize in Mobile Home Communities, while still maintaining a repertoire and knowledge base to successfully place loans of all structures for all property types. This expertise makes Mr. Ybarra an essential resource across the CBRE platform and his expertise is repeatedly sought after and utilized by other Debt and Structured Finance groups throughout the country.

Regardless of a property’s type, complexity or capital requirement, Mr. Ybarra knows what to look for and what it takes to formulate as well as validate the highest possible investment values. His command of end-user appetites and his active insight into today’s shifting underwriting criteria combines with his team’s proven solutions for the availability and selectivity of financing to empower results that consistently exceed their clients’ expectations.

EDUCATION

• Arizona State University, Bachelor of Science; Finance

ROBERT YBARRAVICE PRESIDENT

Lic. 596 / 15636T +1 702 369 4859F +1 702 369 [email protected]



RESUMES


Shaun Moothart joined the Newport Beach office of CBRE Capital Markets Debt & Structured Finance in 2013. Prior to joining CBRE, he served as Vice President with The Alison Company, where he specialized in the origination and placement of debt for various life company correspondent relationships.

Mr. Moothart has successfully played a key role in the origination, underwriting and closing of transactions valued in excess of $1 billion with various lenders including life insurance companies, investment banks, pension funds, commercial banks and government sponsored enterprises (Fannie Mae & Freddie Mac). Mr. Moothart’s experience spans all product types including multi-family, industrial, retail, office and self-storage in markets across North America. Mr. Moothart is focused on providing best-in-class financing solutions and service to commercial property investors and developers.

EDUCATION

• University of San Diego, Bachelor of Arts; Business Administration, Emphasis in Real Estate and Finance

SHAUN MOOTHARTVICE PRESIDENT

Lic. 01773201T +1 949 509 2111F +1 949 725 [email protected]



RESUMES


Ms. Tunsky harnesses more than 6 years of experience in commercial real estate and corporate finance. She works closely with all members of the team to help ensure all underwriting materials are executed with exhaustive attention to detail and are presented to lenders with both efficiency and transparency. She oversees the preparation of financing offering memorandums, works directly with lenders during the quoting process and then provides responsive assistance during application and commitment negotiations and during the loan closing process for both borrowers and lenders.

Prior to joining CBRE Capital Markets’ Debt and Structured Finance in 2013, Ms. Tunsky interned with CBRE Debt & Equity Finance in Hartford, Connecticut, was an Investment Management Analyst at Hart Realty Advisors in Simsbury, Connecticut and most recently a Senior Financial Analyst at Intel Corporation in Phoenix, Arizona. She has a Bachelor of Science in Real Estate & Urban Economics from the University of Connecticut and an MBA from the University of Arizona.

EDUCATION

• University of Connecticut, Bachelor of Science in Real Estate & Urban Economics

• University of Arizona, Master of Business Administration

KATIE TUNSKYSR. PRODUCTION ANALYST

Lic. T +1 503 221 4875F +1 503 221 [email protected]



RESUMES


Ms. Singh brings over 7 years of accounting experience to her new position at CBRE in Capital Markets, Debt and Structured Finance. In addition to her extensive background in accounting, she was most recently employed in the Tucson CBRE office as a Research Analyst where she was charged with database management, market reporting and analytics, and the research, writing, and proofing of market intelligence reports.

In her current role, Ms. Singh works in concert with other integral members of the Debt and Structured Finance team to provide transactional support in the loan underwriting and closing process. She creates comprehensive loan analyses and financing memorandums for a range of loan structures across various property types and market locations.

She holds a Master of Real Estate Development (MRED) degree from the University of Arizona and is currently pursuing an MBA from the same institution.

EDUCATION

• University of Arizona, Master of Business Administration, 2017 Candidate

• University of Arizona, Master of Real Estate Development

• University of Phoenix, Bachelor of Science in Business Administration, Accounting

RICHA SINGHSR. PRODUCTION ANALYST

Lic.T +1 602 735 5621F +1 602 735 [email protected]

© 2016 CBRE, Inc. This information has been obtained from sources believed reliable. We have not verified it and make no guarantee, warranty or representation about it. Any projections, opinions, assumptions or estimates used are for example only and do not represent the current or future performance of the property. You and your advisors should conduct a careful, independent investigation of the property to determine to your satisfaction the suitability of the property for your needs.

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