property management proposal - trgpartners.com companies 07 20.2011... · property management...
TRANSCRIPT
THE RUTH GROUP
Carolyn A. Killion, RPA, CPM® Portfolio Manger
Richard Cober Executive Vice President
Marvin Mooney Chief Financial Officer
Robert Ruth Managing Partner
BOMA Member of the Year in 2003 IREM CPM of the Year in 2006 IREM President’s Award in 2005
Instructor – BOMA Real Estate Management
BOMA Labor Committee/ Unions LA Cathedral / Development Committee
TNP Strategic Retail Trust – Board of Directors & Investment Committee ULI Former Trustee & Executive Committee Member
ULI Former Chairman of the ULI Awards Jury ULI Former Chairman of the ULI Program Committee
ULI Foundation Former Executive Committee LA Zoo Trustee & Chairman of Finance LA Family Housing – Board of Directors
YPO Bel Air Chapter – Chairman & Executive Committee
Logan Webster Marketing & Technology Services
I N T R O D U C T I O N S
Kathryn Luna Property Tax & Insurance Specialist PTA Vice President, San Gabriel Mission Elementary
Centenary Committee Member, San Gabriel Mission Elementary AYSO Regional Board Member
UC Master Gardener US Geological Survey Volunteer Map Surveyor
THE RUTH GROUP
TOOLEY & COMPANY THE RUTH GROUP
1981 to 1997
19M Sq Ft Property Management
Retail, Industrial, Office
Property Management, Brokerage & Development
California & Arizona
1998 to 2007
60M Sq Ft Property Management
Retail, Industrial, Office
Property Management, Brokerage & Development
California, Arizona, Nevada, Oregon, Washington, Colorado
2007 to Present
2M Sq Ft Property Management
Retail, Industrial, Office
Property Management, Brokerage & Development
California
LARGE COMPANY LEADERSHIP & TOOLS WITH THE EFFECIENCY OF A SMALL COMPANY!
30+ Years of Continuity!
THE RUTH GROUP
“Thinking Like an Owner”
• Tenant Occupancy • Tenant Retention
Maximizing Cash Flow
• Monthly Reporting • Quarterly Reporting
Timely & Accurate Reporting
• Operating Efficiency • Leveraging Technology
Creating Value
THE RUTH GROUP
Leveraging Technology with Best Practices! People • Experienced professionals • Depth and breadth of resources • Scalability • Able to begin immediately
Platform • Economies of scale – supply chain and labor leverage • Regional geographic coverage • Leveraging technology • Process Playbooks/Manuals/Forms
Performance • Experience: across geographies; with various types; with institutional & private clients • Proven savings and client endorsements • Validated case studies
THE RUTH GROUP
The Ruth Group Advantage . . .
TRG Web Sites Individual Project Web Sites
Property Media Code Tenant Newsletters
NET Facilities Work Order System
Preventative Maintenance Program
On-line system
Web Based Access Monthly, Quarterly & Annual
Reports Project Files & Contacts Emergency Information
PM Training Web Ex Training
PM Training/Certification OSHA Training on-line
Operations Manual 11 Functional Areas
18 PM Key Component Areas Best Practices
Security Strategy Local Emergency Operations
Center
Insurance Services Group Portfolio Insurance Plan
Savings From 20% to 40%
Tenant Retention Cross Selling Tenants &
Franchise Operators Property Center Technology
Budget Systems Operating & Capital Budgets Multi Year & Multi Projects
CAM Recovery Reconciliation
THE RUTH GROUP
Implement Property Management Services
KEY COMPONENTS
Integrated TRG Policies & Procedures
Owner Services
Construction Management
Maintenance &
Operations
Security &
Life Safety
Insurance
Employee Retention
Market Knowledge
Tenant Services
Vendor Contract Services
Energy
Rental Collections
Lease Administration
Accounting
Real Estate Taxes
Risk Mitigation
Environmental
Value Enhancement
Property & Employee Transition
THE RUTH GROUP
Leveraging Technology Work
Order
System
Certificates
Of
Insurance
Property
Web & Media
Video
Touring
Site
Plan
Leasing
Information
• Accounts Payable
• Monthly / Quarterly / Annual Reporting
• Property Management Training
• Property Files
• Work Order Systems
• Certificates of Insurance
• Property Web & Media
THE RUTH GROUP
Proposed Property Portfolio
ASSETS SQ FT PROPERTIES REPORTS
Retail 2,265,374 32 36 Industrial 581,492 5 7 Office 16,020 1 1
Total 2,862,886 38 43
LOCATION SQ FT # RETAIL INDUSTRIAL OFFICE
Southern California 2,272,183 33 27 5 1 Northern California 279,537 3 3 0 0 Las Vegas 280,165 1 1 0 0 Phoenix 31,001 1 1 0 0
Total 2,862,886 38 32 5 1
THE RUTH GROUP
THE RUTH GROUP
PORTFOLIO MANAGER
PROPERTY MANAGEMENT
Regional Manager #1
Assistant Property
Manager #1
Regional Manager #2
Assistant Property
Manager #2
Regional Manager #3
Assistant Property
Manager #3
TENANT RETENTION
Senior Leasing Representative
Leasing Representative
ACCOUNTING
Senior Accountant
Property Accountant
Accounts Payable
Property Accountant
Property Accountant
Accounts Payable
ACCOUNTS RECEIVABLE
Paralegal
Collections Manager
Dedicated Portfolio Team
17 FTE
THE RUTH GROUP
Portfolio Services Property & Asset Management Services
Retail 2,265,374 square feet (32 properties) Industrial 581,492 square feet (5 properties) Office 16,020 square feet (1 property)
Tenant Retention Services Lease Renewals
Retail Industrial Office
New Leasing Space Under 5,000 square feet Retail only
Development & Construction Management New Construction Tenant Improvements Rehab
Financial Modeling & Support ARGUS
THE RUTH GROUP
Tenant Retention & Vacancy Plan
Cross Selling Existing Tenant Base Franchise Operators
Cold Calling Targeting Tenant Mix
Property Center Technology Website Newsletter Scanning Technology Site Plans Video Access
New Leasing Space Under 5,000 square feet
Retail only