portfolio strategy brochure
TRANSCRIPT
WHAT WE DO
OUR SERVICES Our practice provides a wide spectrum of products & services that assist you in navigating through any complex and unique business challenges. Our areas of expertise encompass the following solutions:
M&A Support
Organizations engage in M&A activities to realize growth and create tangible synergies; our M&A advisory services provide a comprehensive glide path on how to enable these objectives within the real estate footprint.
Master Planning Our Master Planning services focus on developing a detailed real estate occupancy plan for a specific geographic region or campus, often providing an integrated strategy for multiple locations that supports the organization’s current & future business objectives.
Opportunity Assessment
Opportunity Assessments help clients unlock their portfolio’s potential by uncovering new cost saving strategies & value add incentives. It can identify ways to reduce operating expenses & portfolio footprints, optimize use of capital & enhance the clients overall real estate organization structure.
Portfolio Strategy
We assist our clients with positioning their real estate portfolios as a strategic asset for the long-term and to develop an overarching strategy that optimizes real estate’s impact on their business strategies and operations, financial structure and location.
Portfolio Command
Our strategic portfolio management service is enabled by strategy experts who utilize a continuous programmatic approach to optimize the current portfolio to support future business needs. Our industry leading tools & technology allows us to leverage your portfolio’s data to derive valuable insights, intelligent solutions & create multiple scenarios to aid in the formulation of a viable strategy that align with the company's goals and objectives.
Program Management Office
The Program Management Office (“PMO”) reduces risk and drives faster decisions by providing real estate executives with consistent, streamlined reporting framework to ensure the proper oversight, task prioritization and execution of the strategy
We provide executable solutions to occupier clients that align business objectives and real estate portfolios to enable business performance and workforce productivity by optimizing the location, size, timing and cost of a real estate footprint. Our experience coupled with our data driven approach deployment of the latest technology and our expertise provide you with the real estate centric solutions that you seek to confront the challenges of today and prepare you for the workplace of the future.
28 Strategy Experts 100+ MSF Analyzed $500M Savings Uncovered
YOUR CHALLENGES - OUR SOLUTIONS
The voice of the customer is paramount and our clients seek answers to the most challenging business questions:
OUR APPROACH
While every client initiative is unique, our approach is grounded in experience. We define the issues or challenges, collect information that must be aggregated and analyzed, leverage our team of subject matter experts, identify potential solutions, and recommend outcomes based on total benefit to our client. Our ultimate recommendations are fully documented, supported by data and research are practical to implement. Outlined below is a high level view of our approach to project delivery:
OTHER AREAS OF FOCUS Organizations are often affected by broader external issues that affect their sectors and lines of business. We take into consideration a multitude of factors when conducting our analysis to quantify the effect of these variables on the core business and ultimately the real estate footprint:
Consumer – Consumer trends (population growth, age distribution, demographics, education etc..) that would impact your organization
Political – Political and regulatory factors that may impact how business operates
Globalization – Impacts of globalization – integration of international economies, markets and access to resources
Talent – Workforce trends and the ability of organizations to attract and retain a cost effective talent pool
Competition – Competitor landscape, geographic distribution, market penetration & share
Financial – Real estate finance trends and the impact on an organization’s footprint, including own vs. lease, flexibility and duration
Environmental – Conducting business in an ethical and sustainable manner that conforms to government guidelines and consumer demands
Real Estate Market – Globalization, economic trends & the impact on an organization’s existing footprint and optimal location
Technology – Technological landscape and disruptors and how they impact the core business and real estate footprint
Workplace – Workplace trends and the impact on organizations to align work patterns with the work environment to enable performance & reduce costs
OUR EXPERIENCE
Life Sciences & Healthcare
Technology
Utilities & Telecom
Aerospace & Defense
Financials Services & Insurance
Energy
Industrials
Consumer & CPGs
We understand the diverse set of challenges that face each industry. Our knowledge and expertise extends to the following sectors:
A sample of clients we serve across industries
OUR PEOPLE Our consultants are passionate about their work and dedicated to the mission of ensuring the success of our clients in achieving their goals.
Michael Billing Managing Director - Chicago [email protected]
+1 312.228.2638 +1 630.880.4711
Peter Shannon Managing Director - Chicago [email protected]
+1 312.228.2533 +1 312.560.7754
We-Lin Koo Sr. Vice President - Chicago [email protected]
+1 312.228.2398 +1 224.628.2955
Peter Miscovich Managing Director – New York [email protected]
+1 646.236.1577
Michele Barkinge Sr. Vice President - Chicago [email protected]
+1 312.228.22438 +1 312.505.9530
Edward Connolly Sr. Vice President - Chicago [email protected]
+1 312.228.2533 +1 312.560.7754
Robert Dion Sr. Vice President - Chicago [email protected]
+1 312.228.3113 +1 312.451.7970
Dan Reidy Vice President - Chicago [email protected]
+1 773.319.5138 +1 773.319.5138
Steve Carlos Sr. Associate – New York [email protected]
+1 212.812.6437 +1 760.529.2215
Jennifer Ortiz Vice President – San Francisco [email protected]
+1 650.480.2147 +1 408.368.1727
Les Devine Vice President – New York [email protected] +1 212.812.6010
Daniel Rooney Vice President - Chicago [email protected]
+1 312.228.2721 +1 815.252.3385
Bashar Elayyan Sr. Associate - Chicago [email protected]
+1 312.228.3650 +1 312.375.3247
Alfie Grant Sr. Associate - Atlanta [email protected]
+1 678.808.5505 +1 404.808.6478
Tim Purtell Sr. Associate - Chicago [email protected]
+1 312.228.3013 +1 312.852.2500
Merlissa Tan Sr. Associate – New York [email protected]
+1 212. 812-6525 +1 646.704.3176
Chicago Office 200 E Randolph St. Suite 4500 Chicago, IL 60601
+1 312.228.000
New York Office 330 Madison Avenue 4th Floor New York, NY 10017
+1 212 812 5700
San Francisco Office One Front Street Suite 1100 San Francisco, CA 94111
+1 415.395.4900
Atlanta Office 3344 Peachtree Road Suite 1100 Atlanta, GA 30326
+1 404.995.2100
www.jll.com Find us on:
Our personnel at Portfolio Strategy are present in offices throughout the United States but our engagements are far reaching around the globe. We provide services to organizations with multinational footprints throughout all regions in:
North America Latin America EMEA AIPAC